Auditing in CRM 2011 Overview

Auditing in CRM 2011 enables you to record and examine changes made to records in Microsoft Dynamics CRM. You may need to audit changes to CRM data to meet legal or regulatory requirements or to meet your organization’s security or compliance policies.
In this chapter you will learn how auditing works, how to configure the standard auditing features, how to use the audit logs as records are changed, and how to manage the audit logs as they grow over time.

In coming section we will cover:

Configuring auditing

In this section, we'll discuss the settings that are needed to configure the auditing feature to meet your requirements. There ...
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Auditing user access

Auditing user access If the organization-level auditing is enabled, you can record when a user logs into Microsoft Dynamics CRM ...
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Audit log and database

Managing the audit log Audit operations are stored in an audit log. A separate audit log is created every three ...
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Auditing and what can be audited

Here we start Auditing and what can be audited. What is auditing? In Microsoft Dynamics CRM 2011, the auditing feature ...
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Viewing audit and audit summary and audit history

Here we start  Viewing audit and audit summary and audit history. Viewing the audit data In this section, we'll learn ...
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Some important points covered in this chapter are

  • Auditing enables you to record and examine changes made to the records in Microsoft Dynamics CRM.
  • Auditing does not start by default. Auditing needs to be configured at the organization, entity, and field levels.
  • Audit Summary View and Audit History View are two methods for viewing audit data. The audit data cannot be used in reports, queried in Advanced Find, or exported to Excel.
  • Audit Summary View provides a filterable list of the system-wide audited operations. The options to filter by are Changed Date, Event, Changed By, Entity, and Operation.
  • Audit History of an audited record is a filterable list of the audited operations on the record. There is an option to filter by auditable field.
  • The audit data is stored in an audit log. A separate audit log is created every three months. Over time, audit logs can consume significant amounts of storage time.
  • The oldest audit log can be deleted when it is no longer required.
  • The audit logs are stored in a physical database partition when using Microsoft SQL Server 2008 Enterprise or Datacenter editions or Microsoft Dynamics CRM Online. When using Microsoft SQL Server 2008 Standard edition, the audit operations are stored in the CRM organization database and displayed as grouped by calendar quarter.

Various security privileges are available to control which security roles can:

  • Start or stop the organization-level, entity-level, and field-level auditing
  • View the audit summary and audit history views
  • View and delete the audit logs

This chapter is a part of MB2-866 Microsoft Dynamics CRM 2011 Customization and Configuration Prep course. More chapters in this course are

Configuring Organization Structure

Configuring Organization Structure Overview This chapter Configuring Organization Structure elaborates about the organization structure which is a combination of business ...
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User Interface Customization

User Interface Customization Overview So far we've learned about customizing Microsoft Dynamics CRM 2011 using the "behind-the-scenes" techniques such as ...
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Auditing in CRM 2011

Auditing in CRM 2011 Overview Auditing in CRM 2011 enables you to record and examine changes made to records in ...
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Solutions

Solutions Overview Here, We will  discuss how we can export and import managed and unmanaged solutions and how solutions are ...
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Overview of Microsoft Dynamics CRM 2011

Overview of Microsoft Dynamics CRM 2011 Microsoft Dynamics CRM 2011 provides a range of customization capabilities. This chapter Overview of ...
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The Practice tests included in this course are:

Exam MB2-700 Microsoft Dynamics CRM 2013 Applications Practice Test 1

Instructions for Exam MB2-700 Microsoft Dynamics CRM 2013 Applications Practice Test 1: Number of Questions: The test has approximately 20-50 ...
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Exam MB2-700 Microsoft Dynamics CRM 2013 Applications Practice Test 2

Instructions for Exam MB2-700 Microsoft Dynamics CRM 2013 Applications Practice Test 2: Number of Questions: The test has approximately 20-50 ...
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Exam MB2-700 Microsoft Dynamics CRM 2013 Applications Practice Test 3

Instructions for Exam MB2-700 Microsoft Dynamics CRM 2013 Applications Practice Test 3: Number of Questions: The test has approximately 20-50 ...
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Exam MB2-700 Microsoft Dynamics CRM 2013 Applications Practice Test 4

Instructions for Exam MB2-700 Microsoft Dynamics CRM 2013 Applications Practice Test 4: Number of Questions: The test has approximately 20-50 ...
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Exam MB2-700 Microsoft Dynamics CRM 2013 Applications Practice Test 5

Instructions for Exam MB2-700 Microsoft Dynamics CRM 2013 Applications Practice Test 5: Number of Questions: The test has approximately 20-50 ...
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