How to display custom audit history on an opportunity form

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Posted on by rpmsft

Hello

I have two requirements: collect audit history for 'selected' fields and display it in an area in opportunity form. I see that complete audit history is shown under Related tab but I do not want that.

My research so far tells me there are C# APIs to get audit history of a particular field, however what is not clear is how to embed this into form. Are there any no-code solutions? Any other ways of doing the same?

Appreciate your help!

Thanks

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Linn Zaw Win 3,407 on at

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How to display custom audit history on an opportunity form

You can embed an iFrame to the form and update the URL using JavaScript. I have just blogged about it.

https://linnzawwin.blogspot.com/2024/01/how-to-embed-audit-history-on-table_30.html
rpmsft on at

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RE: How to display custom audit history on an opportunity form

Thank you, so yeah we cannot deploy custom code inside of Dynamic 365 web application.
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Community Member Microsoft Employee on at

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RE: How to display custom audit history on an opportunity form

Hi rpmsft,

Unfortunately, you can’t add the records that you get with C# APIs to the form.

Why you don’t want to view records under related tab, which is the easiest way to view audit history, if you don’t want to see all fields in it, you can select any fields that you need.

Also, you can stop auditing other fields that you don’t need.

Go Settings > Customization > Customize the system > Entities > Account.

As above screenshot shown, ‘Audting’ is checked, so all fields in account entity will be enabled aduit by default.

So you need go Fields to select fields that you don’t need and select ‘disable’ for auditing.

Save and publish all customization.

Test:

Before:

After:

Now, when you change Fax or Relation type field value, they will not show changes any more.

Regards,

Leah Ju

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