Tuesday, January 20, 2009 - Posts

Using CRM Workflow To Create Audit Trail
by Danny Varghese 01.20.09

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There's an excellent post on the MSDN CRM blog on how to create an audit trail using the CRM 4.0 workflow.  I've had numerous customer requests for an audit trail of entities when a field changes.  Clients want to know when certain fields change, and who made the change. 

 

The MSDN post gives a great example of using out of the box CRM workflow functionality to meet their needs: http://blogs.msdn.com/crm/archive/2008/04/10/using-workflow-to-maintain-an-audit-log.aspx.

Filed under: Business Solutions, Technical Tips, CRM News