Identify which business unit updated contact's address

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Posted on by Sol007

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Hi all,

Can I refer to which business unit updated a contact's address in CRM without looking at audit history. Is there alternative way to achieve a solution to this requirement? Any guidance/steps would be helpful.

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Leah Ju Microsoft Employee on at

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Hi Sol007,

Unfortunately, There is no other OOB method.

Auditing in Dynamics 365 is a powerful feature that allows tracking of changes made on CRM data. Why don't you want to use it?

If you insist on it, maybe you can customize one workflow to track data change:

1.Create one workflow in Contact entity:

2.Select fields(Address) change as trigger:

3.Add steps, I have suggestions in two directions, depending on your needs.

(1)Create a custom entity to record who has changed the address

(2)Send email to one specific user, and record who has changed the address in the email context

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Sol007 187 on at

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Hi Leah

Without creating a custom entity to record who has changed the address, since a contact can have multiple addresses on CRM is there a way to log that an address is a primary address on a contact record so if it changes it updates the address table and the main address on a contact?

Thanks

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Leah Ju Microsoft Employee on at

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Hi Sol007,

Address entity has unique identifier field as Address Number for each of the parent contact record.

Whenever a contact is created in CRM, by default 3 address records are created in Address entity for the respective contact record. Address Number of the primary address is always set as 1.

By default, Address1 of contact will be primary address:

More information about Address:

https://kerv.com/blog/kerv-digital/the-problems-with-addresses-in-microsoft-dynamics-365/

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