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:
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
The Practice tests included in this course are: