How to Enable Auditing in Microsoft Dynamics 365 for Sales CRM

by | Microsoft Dynamics 365

How to Enable Auditing in Microsoft Dynamics 365 for Sales CRM

by | Mar 15, 2018 | Microsoft Dynamics 365

Track changes in entities or fields

This week in Microsoft Dynamics SupportI am going to explain how to enable auditing in Microsoft Dynamics 365 for Sales CRM.

Auditing can be useful if you want to track changes to an entity or field, or several entities or several fields.

Since auditing can affect system performance, we usually recommend you enable auditing for only the specific entities required.

See below for video and instructions:

Enable auditing in Dynamics 365 entities

1.) Click on Settings > Customizations > Customize the System.

2.) Click Entities.

3.) Pick the entity that you want to audit.

4.) Go to General > Data Services and click the Auditing check box.

5.) Save and Publish.

After you perform these steps, you can close.

 

Track changes in audited entities

After you make changes to your system, if you want to monitor and see the logs, you can follow these steps:

1.) Go to Settings > System > Auditing > Audit Summary View.

Usually, if there are any changes made, you can see them recorded here.

 

View and manage audit log files

If you would like to see or manage the audit log files, you can follow these steps:

1.) Go to Settings > System > Auditing > Audit Log Management.

You will see the logs your system has created.

These log files can grow pretty big over time, so it’s a good idea to delete them when they are no longer needed. You can delete the oldest logs, but you can’t actually delete the current log, because it’s in use.

 

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Dinesh Joseph is a Microsoft Dynamics and Sage CRM technical consultant at Azamba. He trains, supports, and consults for both new and experienced Dynamics 365 and Sage CRM users. He also provides analysis and customization for both systems and their integrations.

His goal is to help his customers run their CRM systems smoothly and efficiently.

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