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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to get Audit histo...
Customer experience | Sales, Customer Insights,...
Suggested Answer

How to get Audit history reports

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Posted on by Simon961 35

Hi I am currently using Dynamics CRM on premises version 8.2

We have a Customer entity that has fields for phone numbers (business, home and cell).

I wanted to generate a report for these fields to keep track of updates of changes in these fields. Do i need to you use audit history to generate these reports if so how can i do so? do i use ssrs reports because from what I have heard there is no way to generate the audit report for a particular attribute in CRM 

Or is there a simpler way to do this. The user basically wants to be aware if the fields have been updated and for which all records.

I have the same question (1)
  • Suggested answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,323 on at

    Hi,

    Once auditing is enabled on global, entity and field level, user can refer to Audit History report. This report shows changes done along with old and new values.

    Here is very precise documentation on Auditing Configuration and Report:

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

    I believe once you configure auditing, out-of-the-box Audit History report should be sufficient, however if you have scenarios where this is not enough, feel free to discuss.

    Best,

    Wahaj

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