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Customer experience | Sales, Customer Insights,...
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How to show who created a record and track ownership change of a record

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Posted on by 17

Hi everyone, 

is there a way to show (e.g. on the timeline - visible for everyone?) who created a record (Account/Lead/Case/Quote .. ) and also make it visible when the owner of a record changed? 

I tried to turn on Auto-Posts, for example for Quotes, but it doesn't give me any rules that I could pick to be shown? Is there another way? 

Thank you in advance!! 

Best regards 

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  • Verified answer
    Community Member Profile Picture
    on at

    Hi yvka123,

    Show posts automatically when records create and ownership change in the timeline, you can refer following steps.

    1.Turn on post for quote entity.

    (1) Go Settings > Activity Feeds Configuration Area.

    pastedimage1603952233938v1.png

    (2) Go Settings > Customization > Customize the System > Entities > Quote > Form.

    Double-click timeline control and ensure post is selected, then save and publish it.

    pastedimage1603952257718v2.png

    2.No rules can be selected in Quote post configuration form.

    Go Settings > Activity Feeds Rule to see all rules, if no rule you need, you need create workflow to create post.

    Go Settings > Process.

    (1)Who create the quote

    pastedimage1603952289381v4.png

    (2)Owner change.

    pastedimage1603952493772v5.png

    (3) Save and Active the workflow.

    3.Test.

    pastedimage1603952526714v6.png

    Also, you don’t need show all in timeline, you can enable auditing for these entities and click Audit History tab to check.

    1.Go Setting Settings > Customization > Customize the System > Entities > Quote to check Auditing, then click Save button.

    pastedimage1603941759665v1.png

    2.Go Fields tab and click Owner field to check ‘Enable’ is selected.

    pastedimage1603941772338v2.png

    3.Save and Publish all.

    4.Go any one Quote record form, click ‘Related’ tab to select ‘Audit History’.

    pastedimage1603941785206v3.png

    pastedimage1603941792500v4.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • yvka123 Profile Picture
    17 on at

    Hi Leah, thank you so much! This helped a lot!

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