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Customer experience | Sales, Customer Insights,...
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View recent changed Accounts/Contacts

Posted on by 15

I'm wanting to view/downloading recent Account/Contact activity i.e. accounts where an address has been changed, recently added contacts, contacts where the email address has been changed ect....

I have in image in my mind that if it can be done there would be buttons or a date range to sort by?

  • Suggested answer
    Malini Johari Profile Picture
    Malini Johari 160 on at
    RE: View recent changed Accounts/Contacts

    Hi

    Would suggest you to create Report, it can be downloadable and can filter as well based on your criteria.

    Thanks

  • Verified answer
    Soumen S Profile Picture
    Soumen S on at
    RE: View recent changed Accounts/Contacts

    Hi,

    You can use Audit history option.

    https://crmbook.powerobjects.com/basics/data-management-in-microsoft-dynamics-crm/auditing-in-microsoft-dynamics-crm/

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