Owner changes report

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Posted on by Community Member

Hello,

How to get information (report or a view) about who assigned cases to whom?

E.g.

Case name	Assignee	Assigned To
Case 1	Alex B	Max J
Case	Alex B	Amanda L

I know I can look individually at each case in audit and see who made the change but I need information about multiple cases.

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Case Management

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Dynamics365 Rocker 7,755 on at

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RE: Owner changes report

As per your requirement, You have do following steps:

Create a new custom entity that has fields Case Name, Case number, Assignee, Assigned to.

Create a plugin/workflow that execute on Assign of case, Create custom entity in this plugin.

Create a report that show data of custom entity.

Hope it helps you.

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Community Member on at

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RE: Owner changes report

Thanks for replay. But what if I need very similar report on other data changed in a case?

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Dynamics365 Rocker 7,755 on at

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RE: Owner changes report

You can add those fields as well in same custom entity.

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Datadvancer on at

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RE: Owner changes report

Hi,

Simple way,

1.you can create a custom Entity(e.g. new_caseprocession) with Fields Assignee, Assigned To... and lookup relationship with Case.

2.create a personal View with the columns Assignee, Assigned To....

Any time you want to get the relevant information, just open the View.

If found useful, please mark answer as verified. Thanks.

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Mahadeo Matre 17,021 on at

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RE: Owner changes report

Hi,

If you are using on-premise CRM,then you can create SQL based SSRS report to get data from Audit table.

here are some useful information,

mahadeomatre.blogspot.com/.../ms-crm-audit-database-table-details.html

makdns.blogspot.com/.../dynamic-crm-20112013-audit-report-in.html

hope this will help..

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RaviKashyap 55,410 Moderator on at

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RE: Owner changes report

Hi,

The only place where the old information stored is Auditing which is not easy to report on. So you need to build something to store the information you are looking for by using the customization/ code etc.

You can also take a look on this add on Actionable Auditing from Microsoft which is designed to report on the Audit data. appsource.microsoft.com/.../microsoft_labs.actionableaudit

Hope this helps.

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LeoAlt 16,331 Moderator on at

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RE: Owner changes report

Hi Sergey,

You could try this idea.

1.Create a new field named Assignee on the entity and use custom plug-in to store the account who Assigned his record to others when he performs the Assign action.

2.Then you could create a new view with column Case name , Assignee and owner.

Hope it helps

Best Regards

Leo

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