Advanced Auditing Functionality in Microsoft Dynamics CRM 2011

 Did you know that the Auditing functionality in Dynamics CRM extends beyond recording field level changes?  In this blog, I will outline some of the additional features of Auditing and how they can benefit your organization.

In addition to tracking changes to field data, Auditing can track events at the record level.  This includes creation, update, and (perhaps most importantly) deletion of business records including who, when, and what record.  Auditing can also track the sharing and un-sharing of records including what shared privileges were changed.  Another important event that is tracked is the relating and un-relating of records including one-to-many and many-to-many relationships.  An example of this is when a Contact record is added to a Marketing List in Dynamics CRM 2011.  Auditing also tracks changes made to the status of a record such as when an Opportunity is closed as won or lost or when a Contract expires.

Auditing can also help manage security in Dynamics CRM 2011.  Auditing tracks itself, including all changes to auditing settings at the organization, entity, and attribute levels.  Also tracked are changes made to individual permissions in Security Roles as well as the assignment of Security Roles to users or teams.  Lastly, Auditing can track when a user logs in to Dynamics CRM, for how long, and from what client.  These features can be used by system administrators to help comply with internal or external regulatory requirements and security practices.

Enabling Auditing for an organization requires additional processing overhead and storage to keep a history of audit events.  These events are stored in audit logs and a new log is created for each calendar quarter.  Historical audit logs can be deleted when no longer needed to free up storage (subject to security).  Administrators can also take advantage of the partitioning functionality available in SQL Server Enterprise Edition to store audit logs on separate logical devices to enhance system performance.

As you can see the Auditing functionality in Dynamics CRM 2011 goes beyond tracking changes to field values.  It also tracks non-field changes to records like record deletion, sharing, relationships, and status changes.  Auditing can also help with system security by tracking changes to audit settings, security roles, and user access to the system.  Also included are tools to help manage Auditing storage and performance.  These features of Auditing in Dynamics CRM 2011 can help you achieve your organization’s business objectives.

If your organization could benefit from the power of Microsoft Dynamics CRM for Read-Optimized Forms or to address any other business objectives you might have, Please contact NexusTek at 303.773.6464 or [email protected].

by Nexus Tek, Colorado Microsoft Dynamics CRM Partner

1 thought on “Advanced Auditing Functionality in Microsoft Dynamics CRM 2011”

  1. I tried auditing N:N and it works OK. But creating audit records on the many side of a 1:N doesn't seem to work. How do you set CRM to create the audit record on the N side of a 1:N?

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