[QA] Auditing

  1. What is the max number of entity which can be audited?
    • Max number of entities in CRM
  2. What can be audited in D365 V 9.0?
    • All Records activity, User Activity and now additionally SDK messages,  User activity across Office 365 Application.
  3. What are the Different Levels of Auditing is possible in D365?
    • Organization level.
    • Entity Level.
    • Field Level.
  4. What hierarchy is maintain at different level of auditing?
    • Field level auditing can be done unless auditing is enabled for entity.
    • Entity level auditing can be done unless auditing is enabled for Organization.
  5. What are default options selected for each level of auditing?
    • Organization : Auditing is disabled by default
    • Entity Level :  some of the entities has auditing enable by default, but as organization level auditing is disabled, No Record is audited though auditing is enable at entity level
    • Field Level :  some of the fields has auditing enable by default, but as organization level auditing is disabled, No Record is audited though auditing is enable at field level
  6. Different ways to configure Auditing?
    • Organization level — CRM > Setting > Auditing > Global Audit Setting.
    • Organization Level — CRM > Setting > Administrator > System Setting > Auditing Tab.
    • Entity/Field Level — CRM > Setting > Auditing > Entity and Field Level audit setting
    • Entity Level — CRM > Setting > Customization > customize the System > entities > Select any Entity > Data Service section and now new in 9.0 Auditing section for detailed level auditing.
    • Field Level — CRM > Setting > Customization > customize the System > entities > Expand any Entity > Fields > Open any field > Schema Section > Auditing can be enable or disable.
    • Also Creating/updating Entity/Field or updating organization via  SDK, you can enable disable auditing.

  1. What are the different ways to view Audited data?
    • To view Summary of all level (Organization, Entity and field) – CRM > Setting > Auditing > Audit Summary View.
    • To Delete Audit Log, Audit log can be deleted if needed — CRM > Setting > Auditing > Audit log Management.
    • To View Audit Data of fields Specific to each record, Open any record and go to Audit history from navigation bar, For this audit history to be viewed in relationship area of record, you must have relationship of audit linked to that form.
    • To get Data out from CRM, you can use Scribe tool or Kingsway’s SSIS tool to retrieve audit data from CRM.
    • Also there are few messages provided by Microsoft like RetrieveAttributeChangeHistoryRequest  and so to get data using SDK.
  2. Table and column details of audit database of MS CRM

To be Continue …

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