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How to get info about what was updated in a workflow

Question
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Hi,
I'm new to Dynamics CRM and now have to solve a problem with it. The task is to create a workflow which gets executed whenever a Lead entity is updated. The problem is that the workflow has to send an email about which Lead was updated and which fields of it were updated. Is it possible to achive this goal out of the box, or do I have to implement a custom activity? If I have to implement a custom activity how can I get the info about what was updated?
Thanks for your help!
Peter NeumannFriday, January 29, 2010 3:08 PM
Answers
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Peter,
There is an accelerator that will get you a long way down the path you want to go.
Business Data Auditing - http://crmaccelerators.codeplex.com/Release/ProjectReleases.aspx?ReleaseId=27404
There is also a independent plug in with code
http://crmaudit.codeplex.com/
A CRM team Blog on using workflow for auditing
http://blogs.msdn.com/crm/archive/2008/06/13/use-workflow-to-configure-business-data-auditing-in-microsoft-dynamics-crm-4-0.aspx
Use one of these approaches and then trigger and email with the information from the record to meet your needs.
Jerry http://www.crminnovation.com- Marked as answer by BioArnold Monday, February 1, 2010 8:42 AM
Friday, January 29, 2010 7:16 PM
All replies
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Peter,
There is an accelerator that will get you a long way down the path you want to go.
Business Data Auditing - http://crmaccelerators.codeplex.com/Release/ProjectReleases.aspx?ReleaseId=27404
There is also a independent plug in with code
http://crmaudit.codeplex.com/
A CRM team Blog on using workflow for auditing
http://blogs.msdn.com/crm/archive/2008/06/13/use-workflow-to-configure-business-data-auditing-in-microsoft-dynamics-crm-4-0.aspx
Use one of these approaches and then trigger and email with the information from the record to meet your needs.
Jerry http://www.crminnovation.com- Marked as answer by BioArnold Monday, February 1, 2010 8:42 AM
Friday, January 29, 2010 7:16 PM -
Hi Jerry,
Thanks for your help, this is what I wanted to know.
PeterMonday, February 1, 2010 8:45 AM -
Hi,
I don't really see how can I collect the information I need for the email. I have to send a mail which contains the name of the changed fields + the old and new values of that fields. The problem is that I have no idea how can I get this information from the audit log in a send email activity, because for this goal I need the last 2 records from the audit log of the current entity to be able to find out what was changed.
Peter NeumannMonday, February 1, 2010 1:21 PM