History of field's value in CRM

[gigasef]

Hello, I am trying to solve following issue:

I need to put one variable in customer's form (rating of the customer). It is updated every week.
How can I make CRM to remember history of this rating and than do some report with it? Like history graph of customer's rating.

Thanks a lot for answer, I am just starting with CRM...

 

[jodonnell]

Is this on CRM 1.2 or 3.0?



John O'Donnell, Microsoft CRM MVP, MCSE, MCSA
Microsoft Business Solution Certified Master – Microsoft Dynamics CRM
Crowe Chizek and Company LLC

http://www.crowechizek.com/microsoft

 

[jodonnell]

CRM does not track the history of any entity unless you implement an auditing solution. However there is always a workaround.

One idea would be to create a simple custom entity. This entity would track the change of this field. Assuming you are on CRM 3.0 you could write a callout that would create a new copy of the custom entity every time this field or rating changed. You could then report on this entity.

hopefully your on CRM 3.0

John O'Donnell, Microsoft CRM MVP, MCSE, MCSA
Microsoft Business Solution Certified Master – Microsoft Dynamics CRM
Crowe Chizek and Company LLC

http://www.crowechizek.com/microsoft

 

[gigasef]

Hey, thanks for answer. I am on 3.0, don't worry.

If I got you right are you proposing to create a new copy of custom tracking entity every time value (rating) is changed? Wouldn't it be too much datas?