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CRM 2011 - Audit a set of fields for an Entity RRS feed

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    Hello All.

    In our CRM 2011 system we have a requirement to keep track of changes for a set of fields for a custom entity. These fields are updated at the same time once a quarter. 

    I think I can do this with turning on Auditing feature for each field on the entity we need to keep track.  But how display all the changed (old) values on the same page/screen?

    Are there other solutions for this?

    Thanks a lot. Lana

    Lana Feldman

    Tuesday, April 3, 2012 4:23 PM

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    The Audit History detail on the record will show the new and old values. 

    Jason Lattimer


    Tuesday, April 3, 2012 4:38 PM
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    This works great for us.  Would CRM remember old values If the fields are updated directly via SQL?

    Thank you.

    Lana Feldman


    • Edited by lana7220 Tuesday, April 3, 2012 4:57 PM
    Tuesday, April 3, 2012 4:43 PM
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    If you double click on one of the records - the resulting screen will show all the field updates made during that update of the record.

    The built in auditing functionality will not work if you make direct SQL updates - you should avoid doing this anyway because it is not supported.

    If you are looking to do mass updates, you should look into the export/import functionality - it will work with the built in auditing.

    Jason Lattimer


    Tuesday, April 3, 2012 4:59 PM
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    Will Auditing work if I import data using "import" functionality?

    Lana Feldman

    Tuesday, April 3, 2012 5:04 PM
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    Yes it will

    Jason Lattimer

    Tuesday, April 3, 2012 5:06 PM
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