Auditing Key Points

  • Auditing is available since CRM 2011
  • You can audit custom entities and most customizable entities
  • You can configure audit at organization, Entity and even at attribute or field level.
  • You need special privileges to view/Configure/Delete audit Data
  • You can audit not only on data but also a user access can be audited with time, interval and origin of access.
  • For entity audit, create/update/delete all three operation are audited and it cannot be configure.
  • @ attribute level – Last value and new value added or update
  • @ entity level – Audit is possible on create/update/delete/sharing/association/dissociation of record
  • @ Organization level – Audit is possible on changes of security roles, changes on audit configuration, deletion of audit data, user access etc
  • Auditing can be configure functionally and through programming.
  • SQL Enterprise edition based D365 system can have something called partitioning Audit.
  • Partition audit helps in maintaining data in chunks
  • D365 system with SQL Standard edition cannot have partition feature.
  • Audit of relationship record is also done (1:N and N:N)
  • Audit of events performed on audit records such as delete is also audited.
  • Audit is not available on any retrieving operation from any origin.
  • Audit is not available on metadata changes like changing the name of field or creating new field on an entity.
  • Audit is not available on Export operation and on objects like text blob, notes, attachments etc.
  • To enable auditing for any level, all the parent level must have auditing enable
    1. e.g. To Enable attribute level auditing for specific attribute, auditing for same Entity must be enable and Auditing for organization must also have enabled.
  • Audit of data changes is stored in entity called audit
  • Audit is disable by default at organization and Entity Level.
  • Audit cannot be stored on different database
  • Audit storage can cost you for extra storage, So frequently managing is important.
  • Audit settings are not Exported or published so, importing the solution will need to specify audit setting separately.
  • Entity and attribute audit setting will be disabled for all imported solutions
  • Entity and attribute have audit status which can be enabled, disabled and not applicable.
  • User access can be audited every 4 hour, This means every 4 hour user will have new entry for access audit
  • The activity entity can’t be audited but individual activity types such as phone call, appointment (etc) can be.
  • You can audit CRM 4.0 also but using free tool called MS Dynamic 4.0 audit plugin on CodePlex
  • Auditing have two set of data
    1. Primary Data –  which has ids and basic information
    2. Secondary Data –  which has actual new and old value of changed data
  • SSIS using kingsway provide this object
  • In C# Application or plugins or activity you need to use RetrieveAttributeChangeHistoryRequest to get data and type caste the results audit details in to AttributeAuditDetail( my Technical Blog for audit will have code which will help you to fetch audit Data from CRM)

 

 

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