How to Enable Auditing in Microsoft Dynamics 365 for Sales CRM

by | Microsoft Dynamics 365

How to Enable Auditing in Microsoft Dynamics 365 for Sales CRM

by | Mar 15, 2018 | Microsoft Dynamics 365

Track changes in entities or fields

This week in Microsoft Dynamics SupportI am going to explain how to enable auditing in Microsoft Dynamics 365 for Sales CRM.

Auditing can be useful if you want to track changes to an entity or field, or several entities or several fields.

Since auditing can affect system performance, we usually recommend you enable auditing for only the specific entities required.

See below for video and instructions:

Enable auditing in Dynamics 365 entities

1.) Click on Settings > Customizations > Customize the System.

2.) Click Entities.

3.) Pick the entity that you want to audit.

4.) Go to General > Data Services and click the Auditing check box.

5.) Save and Publish.

After you perform these steps, you can close.

 

Track changes in audited entities

After you make changes to your system, if you want to monitor and see the logs, you can follow these steps:

1.) Go to Settings > System > Auditing > Audit Summary View.

Usually, if there are any changes made, you can see them recorded here.

 

View and manage audit log files

If you would like to see or manage the audit log files, you can follow these steps:

1.) Go to Settings > System > Auditing > Audit Log Management.

You will see the logs your system has created.

These log files can grow pretty big over time, so it’s a good idea to delete them when they are no longer needed. You can delete the oldest logs, but you can’t actually delete the current log, because it’s in use.

 

Looking for a helping hand with Dynamics 365?

Our OnTrack CRM Success System helps you get the most from your CRM investment with support services including:

  • unlimited diagnostic support
  • unlimited answers to “How do I …?” questions
  • annual system audits
  • regular progress calls from a dedicated account manager
  • + additional valuable services!

We offer OnTrack in both month-to-month or annual subscriptions, and because we stand behind what we do, we offer a 100% money-back guarantee and you can cancel your plan at any time!

4 Key Principles for CRM Success

Implementing CRM successfully is crucial in today’s business landscape, where 40 to 70 percent of projects are reported to fail, leading to significant time and financial losses. This stark reality underscores the importance of approaching implementation with...

Do This to Avoid Wasting Time and Money With Your CRM

CRM as the Backbone of Competitive Advantage Investing in a CRM system can either significantly boost your business or, conversely, fail to meet expectations. Enhancing sales growth, operational efficiency, productivity, customer retention, and responsiveness are...

5 Reasons MSP’s Should Care About CRM

Every MSP cares about their customers. Reliability. Trustworthiness. Committed. These are the attributes that MSPs want to reflect back to their customers. In an earlier I post I talked about the pain that many customers are feeling because of a CRM install gone bad....

CRM Made Easy For Partners – The Azamba Difference!

Simplified CRM Every large tech company must have processes to make sales and marketing programs work. You obviously can’t have different ways of doing things all the time, so the need for process is important. But it sure can be tough for partners to navigate. This...

How Microsoft Dynamics 365 CRM is CRUSHING Salesforce

Choosing the right CRM is a pivotal decision for any business, especially for small to medium-sized enterprises seeking to streamline operations and enhance customer relationships. When it comes to selecting between leading CRM solutions like Salesforce and Microsoft...

4 Proven Tricks to Supercharge Your CRM Success!

In today's rapidly evolving business landscape, companies invest heavily in CRM systems to streamline their operations and enhance customer interactions. However, success in implementing a CRM isn't guaranteed. I had a recent call from a frustrated prospect who had...

The CRITICAL Mistake Companies Make After Implementing CRM!

  Implementing a CRM system is not a one-and-done task; it's a continuous journey that transforms the way businesses operate. In this article, we'll explore the purpose of CRM and why it's essential to view it as an ongoing process rather than a destination. The...

Dinesh Joseph is a Microsoft Dynamics and Sage CRM technical consultant at Azamba. He trains, supports, and consults for both new and experienced Dynamics 365 and Sage CRM users. He also provides analysis and customization for both systems and their integrations.

His goal is to help his customers run their CRM systems smoothly and efficiently.

Related articles:

4 Key Principles for CRM Success

4 Key Principles for CRM Success

Implementing CRM successfully is crucial in today’s business landscape, where 40 to 70 percent of projects are reported to fail, leading to significant time and financial losses. This stark reality underscores the importance of approaching implementation with...

Do This to Avoid Wasting Time and Money With Your CRM

Do This to Avoid Wasting Time and Money With Your CRM

CRM as the Backbone of Competitive Advantage Investing in a CRM system can either significantly boost your business or, conversely, fail to meet expectations. Enhancing sales growth, operational efficiency, productivity, customer retention, and responsiveness are...