From the Microsoft Dynamics 365 CRM Blogs: Monitoring and resolving issues; Retrieving audit data; Managing appointments; Focused view

In this week’s Dynamics 365 CRM blog roundup:

• Monitoring and resolving issues with automated record creation rules in Dynamics 365 CRM
• Retrieving audit data for a specific entity in D365CE using C#
• Sync non-CRM user appointments with Dynamics CRM
• Enhanced characteristics setting with Dynamics 365 Field Service
• Manage Dynamics CRM records using focused view

A guide for monitoring and resolving issues with automated record creation rules in Dynamics 365 CRM

An author writing on the Inogic blog noted that Microsoft’s automated record creation rule was added in the most recent edition of Microsoft Dynamics 365 CRM. The rule's purpose is to generate or update systems and custom activities based on such actions as emails, social media, or custom activities.

The author wrote that the main goal of this new feature is to identify occurrences and fix them. This makes it easier for admins to find emails or tasks that involve case conversions over the previous seven days and fix any problems, the author explained.

The author stated that this update lets admins take prompt action and independently fix case-creation concerns by using the recommendations of the activity monitor view.

To automatically build cases from incoming emails, organizations utilize automatic record creation rules. Administrators use the activity monitor tool, for example, to identify and fix issues when an email fails to become a case.

In the blog post, the author then offered a use case to explain what the admin would have to do to act and resolve problems independently that happened due to failed or skipped mail.

Retrieving audit data for a specific entity in D365CE using C#

Writing on the Himbap blog, Mahender Pal stated that in Dynamics 365 Customer Engagement the audit feature plays a key role in tracking data changes for compliance, security, and analytical insights.

Pal stated that sometimes you need to get audit data for specific operations on a particular entity. In his blog, he provided sample code to enable you to get audit data using C#.

First, Pal wrote about the audit history of D365CE, which gives you a detailed record of changes made to data within the system.

This includes alterations to records, attribute changes, and more. Leveraging this information programmatically allows organizations to maintain a comprehensive record of actions, enhancing transparency and accountability.

The post also provided the code you need to read audit history data for specific operations on a particular entity in D365CE.

Sync non-CRM user appointments with Dynamics CRM