Optional Modules
AAD Connectivity
Optional Modules
AAD Connectivity
NOTE: This is an additional module and will not come standard with the Foundation or Master Record Merge (MRM) Modules.
Example:
If you perform the 'Auto Fill' feature from DQ for Dynamics to update the Master attributes with the Best Values, the out-of-box CRM Audit History will show you:
Changed Date | Changed By | Event | Changed Field | Old Value | New Value |
---|---|---|---|---|---|
16-11-2018 15:04 | Bob Smith | Update | Website | www.example.com | www.example.com |
Address 1 | 1535 N Mernard Wichit… | 1435 North Mernard Wichit… | |||
Address 1 :Street 1 | 1535 N Mernard | 1435 North Mernard |
For the same records, the DQ for Dynamics Audit Log will show:
The DQ for Dynamics Audit Log gives you additional record information, this enables you to:
Downloading the Audit Log Solution:
1) Open DQ for Dynamics
2)Click on the 'Help' Button in the top right corner:
3) Download the solution:
1) Go to 'Settings' » 'Solutions'
2) Click 'Import'
3) Browse to the downloaded file, and click 'Import'
4) Click 'Close' if import was successful
5) You can now see the Audit Log solution in the 'Solutions' Section:
1) Go to 'Settings' » 'Customizations'
2) Click 'Customize the System'
3) Expand the 'Entity' group, and select one of the Base entities (Account/Contact/Lead)
4) Click on the 'Form' option, then double click the 'Main' form row
5) Click 'Insert' on the ToolBar, and click the 'Sub-Grid' option
6) New Panel Options:
Note: Please substitute '<Entity>' with the entity you are using (Account/Contact/Lead).
Name:
Label:
Data Source:
Additional Options:
Chart Options:
Availability:
Layout:
Row Layout:
We recommend using the default settings
7) Click 'OK' to add the grid to the form
8) Click 'Save' and then 'Publish'
1) Go to 'Settings' » 'Solutions':
2) Select the solution, and click 'Delete':