How to Enable Auditing in Microsoft Dynamics 365 for Sales CRM
How to Enable Auditing in Microsoft Dynamics 365 for Sales CRM
Track changes in entities or fields
This week in Microsoft Dynamics Support, I 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.
Our OnTrack CRM Success System helps you get the most from your CRM investment with support services including:
- unlimited diagnostic support
- unlimited answers to “How do I …?” questions
- annual system audits
- regular progress calls from a dedicated account manager
- + additional valuable services!
We offer OnTrack in both month-to-month or annual subscriptions, and because we stand behind what we do, we offer a 100% money-back guarantee and you can cancel your plan at any time!
Make CRM Easier To Use With Fewer Clicks: Summer 2026 Release
Chicago, IL – [August 19th, 2026] – If you’ve ever gotten frustrated clicking through CRM just to finish a basic task, you're not alone. After 20+ years in CRM, we still see users lose time moving between screens just to log an activity, send an email, or find what...
Azamba Summer 2026 Release Notes
Enjoy A More Focused, Functional Workspace Release Date: August 19th, 2026 - Tired of a cluttered CRM with too many clicks to get through your day? This release is built to fix exactly that, with powerful upgrades to some of our most-used Add-Ons. Plus, a brand-new...
Azamba Spring Release Notes
Enjoy More Freedom and Flexibility with Your CRM Release Date: March 25th, 2026 - New updates are officially here, the CRM tools you know and love just got smarter. This Spring release focuses on giving you better visibility, easier task management, and a simpler...
Azamba Spring 2026 Add-On Update: Smart Tools That Keep Your Work and Team Connected in CRM
Chicago, IL – [March 25th, 2026] – Does your CRM still feel disconnected from the way you work? Are you left guessing what’s next instead of having clear visibility into pipeline, projects, and follow-ups? After 700+ implementations, we consistently see the same...
Azamba Q4 2025 Release Notes
Smarter, Faster, and Easier Than Ever – CRM That Just Works Release Date: October 29th, 2025 - Your favorite CRM tools just got a serious upgrade. This month’s updates to LaunchPad and the EZ Add-On Suite are focused on saving you time, reducing clicks, and making...
Azamba Q4 2025 Add-On Update: CRM That Works Harder, and Smarter, for You
Chicago, IL – [October 29th, 2025] – It’s here! The October 2025 update is live, and this one’s all about making your CRM easier, faster, and more intuitive than ever. From better automation and faster onboarding to smarter tools that just make sense, this update was...
Azamba Q2 2025 Release Notes
Release Date: July 16, 2025 - At Azamba, we believe your CRM should make work easier, not add unnecessary complexity. Every update in this release is designed to help your team save time, reduce admin, and get more value from Dynamics 365, so you can focus on what...
Azamba Q2 2025 Add-On Update: Everything You Need Now in One Place
Chicago, IL – [July 16th, 2025] – If you’ve ever wished Dynamics 365 could just work the way your team does, you’re not alone. This summer, we’re making it easier than ever to get the most out of your CRM with a single solution, a cleaner workspace, and smarter tools...
Azamba Launches EZ Notes: A Smarter, Simpler Way to Take and Manage Notes in Dynamics 365 CRM
Chicago, IL – [March 19th, 2025] - Are messy, disorganized notes wasting your team’s time and leaving critical details lost in the shuffle? Do you spend more time searching for information than acting on it? EZ Notes is here to end the frustration and take the chaos...
Powerful New Updates to Accelerate Sales for Microsoft Dynamics 365 CRM Users
Chicago, IL – [March 5th, 2025] – Azamba is excited to announce the release of EZ Buttons 3.1. This powerful CRM Add-On for Microsoft Dynamics 365 simplifies tasks and makes CRM a breeze to use. With this CRM Add-On, you will work faster and smarter with less...
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.
Related articles:
Make CRM Easier To Use With Fewer Clicks: Summer 2026 Release
Chicago, IL – [August 19th, 2026] – If you’ve ever gotten frustrated clicking through CRM just to finish a basic task, you're not alone. After 20+ years in CRM, we still see users lose time moving between screens just to log an activity, send an email, or find what...
Azamba Summer 2026 Release Notes
Enjoy A More Focused, Functional Workspace Release Date: August 19th, 2026 - Tired of a cluttered CRM with too many clicks to get through your day? This release is built to fix exactly that, with powerful upgrades to some of our most-used Add-Ons. Plus, a brand-new...
