Owner changes for a record

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Posted on by Davyjones

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Hi Experts,

I would like to know if there is any code or way to pull out a report on accounts or any record in CRM where i can check for changes in account ownership, i know we can check for individual records but is there a way to pull it out as a report for all accounts etc.

Thanks in advance for your response.

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Frank Lee 4,617 on at

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RE: Owner changes for a record

No out of the box report that I'm aware of. I would try the following option if it works for you:

1 - Auditing - which tracks changes at the field level for each record

docs.microsoft.com/.../audit-data-user-activity

2 - Workflow - Create a Note/Update a Field/etc whenever there is a Ownership Change. Then use Advanced Find to query this change
Davyjones 1,299 on at

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RE: Owner changes for a record

Thanks Andrew, Yes that will be overkill, i just want to access that to look at the account ownership transfer essentially nothing more and thats going to be a one time activity. I will try to go this route and see what come out of it, i know then i have to develop query and stuff but for now we can close this. Thank you so much for your help.
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a33ik 84,331 Most Valuable Professional on at

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RE: Owner changes for a record

Hello,

If you have ownerid field audit enabled then I believe you have variety of ways to get your report. If you don't have enabled I'm afraid you're out of options.

I will assume that ownerid field is enabled for audit. Here is what you can do:

1. If you need to get that report just once then request your organization DB backup from Microsoft, restore it to some SQL and build the report that will give you results you needed.

2. If you need it on iterative basis (let's say once a week) you can turn on Data Export Service - docs.microsoft.com/.../replicate-data-microsoft-azure-sql-database and build the report you need using Azure SQL replica of your CRM DB.

3. You always can develop an app that will generate that report using API but as for me it's overkill.