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My organization would like to create what is essentially a custom audit log -- a custom entity where records are added when fields in Contact or Case are changed.
After some research, it appears I can do this two ways:
Personally, I'd prefer to use JavaScript, it gives me a lot more control. But I'm new to Dynamics CRM, and wanted to run this by the community -- what would you do? What do you think is the best in terms of the future of Dynamics CRM?
My organization is on Dynamics CRM Online, v9 2020 wave 1.
On the change event of the attribute we want to log, I'd add the following, giving us a record of when that field was changed. Do you foresee performance problems? Compatibility issues? Thank you for any insight!
Xrm.WebApi.createRecord("custom_history", data).then(
function success(result) {
console.log("History created with ID: " + result.id);
},
function (error) {
console.log(error.message);
}
);
the problem with javascript is that will run only on the form, if the record you want to log the changes is updated by server side (for example an integration) the javascript will not run.
The alternative is to use a plugin, in addition to the Power Automate option you already described, as they both will run when the changes are made regardless if is client ui or something else.
Personally I would write a plugin, but with Power Automate is probably easier for a non-dev (you create the flow, set the conditions and fill the custom entity record)
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