Auditing for MSCRM

 Why would a company use auditing in CRM?

 

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


What levels can you configure auditing for?

Attribute, Entity & Organization (Global, Entity and field level).

I have enabled auditing in an entity but it is not working?

You must first enable auditing for the organization (Globally) before you can do anything more.

Where is Auditing found?

Settings>Auditing

Can you delete Audit logs?

In the Audit area in Settings you can select ‘Audit Log Management’ to delete old or unwanted logs. You can only delete the oldest log.

What happens when you enable auditing for an entity?

By default, when you enable auditing for an entity, auditing is also enabled on all its fields. You can select or clear fields for which you want to enable auditing. You can change the fields by going into Settings>Auditing and selecting the entity and adding or removing the fields which this happens on.

Can we auditing for everything and for specific entities if we don’t want people to see it in the Navigation areas?

Navigate to Settings>System>Auditing and click on Global Audit Settings.

Updates/Deletes/Inserts – Can these be selected so that auditing can occur  on specific ones?

No. You can select the entity and the fields to audit on but not the transaction type. The one exception is to audit user logons.

Can we store audits to a different database?

No. You could backup the partitions to another database though.

What are the partitions?

The partition table only works with the SQL enterprise edition.

Can we report on auditing?

There are no auditing entities which you can access and there are no auditing filtered views meaning anyone viewing the audit report could view records and fields they shouldn’t be able to see so this would need to be a SQL report. Check the following links for help on auditing reports:
Marcus Crast’s Blog
MN Mak Blog
My encounter with CRM Blog

How do you report on users logging in to CRM?

Enable auditing on user access

2aud

and then go to Settings>Auditing>Audit Summary view

3aud

You can use audit export manager from xrmtoolbox to export this as a report. Please refer to: mscrmtoolkit.codeplex.com/documentation

Will auditing slow down my system?

Auditing will not slow down your CRM system. All auditing data is stored in a single audit table. This design keeps the audit logs completely separated from other CRM data.

Does audit data count against my CRM storage quota?

Yes it does.  That is why MS recommend deleting audit data on a regular basis as part of a yearly maintenance.  To find out how much disk space your audit data is using got to Settings / Auditing / Audit Log Management.

Can I audit just changes done by a couple users?

Auditing is turned on or off based on the entity or attribute.  If auditing is only desired for a couple users custom code is needed.

Can I schedule auditing to be turned off during data import?

Yes.  Auditing can be scheduled to be turned off during a data import but this requires custom code.

Key point to remember: Every time you import a Solution, the auditing and duplicate detection rules will be unpublished and you will need to re-enable all of these.

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