Auditing in MS CRM Part 2 (Functional)

The following areas can be audited.

1. User logins
2. Action performed on specific Entity
3. Action performed on specific Field
4. Action performed on security Role
5. Action performed on audit Data itself.

Configuring Audits in MS CRM.

1. Enabling/Disabling Auditing at global level.

1. 1. Go to Settings > Administration.
   2. Choose System Settings.
   3. On the Auditing tab, select the Start Auditing check box to start auditing. Clear the Start Auditing check box to stop all auditing.

Note: Without Enabling this or Checking the start auditing checkbox you cannot audit any data in CRM.
That means this is a Global setting to audit entity and field level data.

2. Enabling/Disabling Auditing for Users access.

1. 1. Go to Settings > Administration.
   2. Choose System Settings.
   3. On the Auditing tab, select the Start Auditing check box to start auditing
   4. select the Audit User access check box to start auditing User Access, un-check to stop auditing user access.

3. Enabling/Disabling Auditing for Specific Areas of CRM

1. 1. Go to Settings > Administration.
   2. Choose System Settings.
   3. On the Auditing tab, select the Start Auditing check box to start auditing
   4. In Enable auditing in following areas section

1. Select Common Entities check box to enable auditing for records of entities which are in most of Areas (Sales, Marketing, Service, etc.) uncheck to stop auditing.
2. Select Sales Entities check box to enable auditing for records of entities which are only in Sales Areas of CRM, uncheck to stop auditing.

• Select Marketing Entities check box to enable auditing for records of entities which are only in Marketing Areas of CRM, uncheck to stop auditing.

1. Select Customer Service Entities check box to enable auditing for records of entities which are only in Service Areas of CRM, uncheck to stop auditing.
2. Auditing can be enable for entity from customization areas as well.
   Go to Customization > Entities > select Existing Entity and Enable and disable auditing for that entity, uncheck to stop auditing.
   or go to Customization > Entities > Create new Entity and select auditing to enable audit for custom entity, uncheck to stop auditing.
   Note:  This will Enable/Disable auditing for Custom entities as well if it falls in any of this area.

4. Enabling/Disabling Auditing for Fields
   1. Go to Settings> Customization > Entities and select Entity > Fields > open Specific field to edit > in auditing select radio button for enable or disable.
5. Enabling/Disabling Auditing based on Security Roles.
   1. Whether or not a user can access an audit history is based on security roles. These security roles include:
      1. View Audit History
      2. View Audit Summary
      3. View Audit Partitions
      4. Delete Audit Partition

View Audit Data in MS CRM

1. To find Record Specific Auditing

Navigate to Specific Record and use navigation arrow.

2.  To view Audit of all records in one area,
such as user access, entities audit, field audit and changes in security roles, can be viewed in
Navigation > Setting > Auditing > Audit Summary View
Note : you cannot filter audit data based on entity here.
Also you cannot delete data from this view for specific entity or specific audit.

Delete Audit Log 
1. Audit data is not allowed to delete for specific entity or specific field.
Every time log entry is created in
Navigation > Setting > Auditing > Audit Log Management for specific time period on change of audit configuration setting.
Those log as a whole can be deleted which can help in memory management.
Writing some code can help you export all the audit data and then this data can be deleted from CRM memory.