Overview

Organizations often need to be in compliance with various regulations to ensure availability of customer interaction history, audit logs, access reports, and security incident tracking reports. Organizations may want to track changes in Microsoft Dynamics CRM data for security and analytical purpose.

Microsoft Dynamics CRM supports an auditing capability where entity and attribute data changes within an organization can be recorded over time for use in analysis and reporting purposes. Auditing is supported on all custom and most customizable entities and attributes. Auditing is not supported on metadata changes, retrieve operations, export operations, or during authentication.

What can be audited

1. Create, update, and delete operations on records.
2. Changes to the shared privileges of a record.
3. N:N association or disassociation of records.
4. Changes to security roles.
5. Audit changes at the entity, attribute, and organization level. For example, enabling audit on an entity.
6. Deletion of audit logs.
7. When (date/time) a user accesses Microsoft Dynamics CRM data, for how long, and from what client.

What cannot be audited

1. Audit of read operations
2. Audit of metadata changes
3. Audit of text blobs, notes, and attachments

Key Notes

1. You can enable or disable auditing at organization level, entity level & attribute level.
2. If auditing is not enabled at organization level, auditing of entities and attributes will not work, even though the auditing is enabled at entity and attribute level.
3. By default, auditing is enabled on all auditable entity attributes, but is disabled at the entity and organization level.
4. Auditing data is recorded over time (quarterly) in partitions called as Audit log.
5. Display of Audit history is privilege driven. Users must have View Audit History, and View Audit Summary privilege.
6. Audit history data is stored in entity called as audit

Practical Steps

1. Enabling Auditing
2. Viewing Audit Summary
3. Auditing viewing Privileges Overview
4. Managing Audit Logs
5. Disabling Auditing

Check out the video tutorial here for more understanding

Auditing Area

Privileges snapshots of Auditing

T H A N K    Y O U

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