Customer Engagement & Dynamics CRM Forum

Expand all | Collapse all

Tracking/report when specific fields for a contact or account are updated

  • 1.  Tracking/report when specific fields for a contact or account are updated

    Posted Aug 07, 2019 03:44 PM
    Hello:

    Thanks for the opportunity to learn more about Dynamics through these posts. As someone new to Dynamics it has been helpful to follow the insights of others. :)
    I am looking for a solution where I could run a report or be sent an email alert when a specific field is modified in a contact record. Currently we are running a report on modified by and modified date, but that reports any field is touched and saved in a contacts record. I would like to know if there is an option to get details on which fields within a contact record were updated. One example would be when the email address is updated for a contact vs their job title change.



    ------------------------------
    Gwenanne Jorgenson
    Habitat for Humanity Canada
    Toronto ON
    ------------------------------
    Conference-CRMUG_200x200


  • 2.  RE: Tracking/report when specific fields for a contact or account are updated

    GOLD CONTRIBUTOR
    Posted Aug 07, 2019 06:24 PM
    You can create a workflow for that. Select the trigger "Record Field Changes" and then select the field which you want to monitor. In your workflow you can add conditions if needed.

    ------------------------------
    Sissy Bottcher
    Business Process Innovation Specialist
    StudyPortals
    San Diego CA
    ------------------------------

    Conference-CRMUG_200x200


  • 3.  RE: Tracking/report when specific fields for a contact or account are updated

    SILVER CONTRIBUTOR
    Posted Aug 14, 2019 07:46 AM
    We incorporate Workflow Elements by Aiden Kaskela in to workflows where an automated email is sent based on the trigger "record field changes"
    https://kaskelasolutions.com/audit-get-last-update/

    This allows the recipient to see both the old and the new values for more context.

    ------------------------------
    Sean O Malley
    AIG
    ------------------------------

    Conference-CRMUG_200x200


  • 4.  RE: Tracking/report when specific fields for a contact or account are updated

    GOLD CONTRIBUTOR
    Posted Aug 15, 2019 09:05 AM
    Edited by Aaron Howell Aug 15, 2019 09:05 AM
    @Gwenanne Jorgenson I'm a fan of Workflow Elements by @Aiden Kaskela as well that @Sean O Malley mentioned https://kaskelasolutions.com/ it brings your workflows to the next level.

    ------------------------------
    Aaron Howell
    Associate Director, CRM Product Management
    American University
    ------------------------------

    Conference-CRMUG_200x200


If you've found this thread useful, dive deeper into User Group community content by role