Friday, April 18, 2014

Microsoft Dynamics CRM : Audit

Do you want to check if your users are using the CRM ? And you've always dreamed of becoming the next Big Brother? Well, you can !

Big Brother

Microsoft Dynamics CRM permits you to activate the Audit functionnality.
Go in the “Settings / Administration / System settings” :

audit 2

Go to “Auditing” :

audit 3

To activate it, click on “Start Auditing”, if you select “Audit User access”, you can follow the user who connect to the CRM.
To view the audit user, go to “Settings / Auditing / Audit Summary view“:

audit user control


audit user control 1

 You have all the save audit records in this list. And the User access records ! ;)
Now, an example on a contact record. I change the field “Job Title” :

audit example 1

To see the contact audit :

audit example 2

audit example 3


In a futur post, we will see more details about the audit management.
Hope this post helps you ! :)

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