It’s tax season….the IRS does not have to be the only ones auditing!

Enabling auditing is a quick and effective way to help ensure data integrity.

Have you ever had a Sales Rep ask who changed the status of a record?

Have you ever wondered who deactivated a large set of account records?

These types of questions and hurdles can easily be answered through auditing.

Turn on auditing in Microsoft Dynamics CRM:

You can either:

  • Navigate to Settings, System, Administration, System Settings, Auditing tab
  • Navigate to Settings, System, Auditing, Global Audit Settings

Click the Start Auditing box then select the areas where you wish to enable auditing. You can hover over the area names such as “Common Entities” to see a list of the entities included.audit graphic 1

You also have the choice to customize which entities you would like to audit. Open the solution, click on the name of the entity and select “Auditing”.

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Be sure to read the fine print! When you select Auditing, all fields within the entity are being audited by default.  There are two options to disable fields.

Option 1: You can open each field that you do not want audited and click disable auditing.

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Option 2: You can select multiple fields on the entity and select ‘Edit’ and you can change the status of auditing per field there as well.

audit graphic 4

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Reviewing Audit History:

Navigate to the record, on the left side toolbar click Audit History.

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This view list the date a change was made to the record, who made the change, the event which occurred, the name of the field changed, the old value and the new value. In the example below, the Business Phone was changed from 904-555-1212 to 904-222-8888 and an extension was added which was previously blank. The change was made by Ashley Kleeman on 4/15/2013 at 12:06 pm.

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Review Security Roles:

Review security roles to ensure users have the appropriate access to view audit history. Open the security role, click on the Core Records tab and you will see the Audit related buttons at the bottom of the page under the Miscellaneous Privileges section. The average user only needs access to “View Audit History”.

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