Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

display case record logs on grid in the form

(0) ShareShare
ReportReport
Posted on by 245

Hi All,

I need to have a grid on the case form which displays the logs of the records like status change ,record assigned in dynamics crm 2016 onpremise

same as below,

caseloggrid.PNG

*This post is locked for comments

  • Suggested answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,756 on at
    RE: display case record logs on grid in the form

    You can also achieve this using workflow - Create workflow on field change of status and create a new record for your new custom entity where map fields like below.

    Edited on === Execution time of the workflow

    status = current status of the record

    action = update/status  change

    etc etc.

  • Suggested answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,756 on at
    RE: display case record logs on grid in the form

    Hi There,

    You will have  to probably create a plugin to achieve this functionality. You can take reference from here : https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/sample-audit-entity-data-changes  

    you can call the plugin on update or any other events you like and store the information in a custom entity. ( later show this entity record /fields on the current record)

    However, you can very well utilize the out of the box audit feature - its just a matter of few more clicks from the navigation of the record.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December

Congratulations to our December super stars! 🥳

Start Your Super User Journey

Join the ranks of our community heros! 🦹

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,711 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,458 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans