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Discover Where Audits for Dynamics CRM 365 are Stored and How to Access Them
Greetings, fellow Dynamics CRM 365 enthusiasts! In this article, we will be discussing the topic of audits for Dynamics CRM 365 and where they are stored. As you may already know, Dynamics CRM 365 offers a range of features and functionalities to help organizations manage their customer relationships better. One of these features is the auditing system, which allows users to track changes made to records and data within the system.
What are Audits for Dynamics CRM 365?
Before we dive into where audits for Dynamics CRM 365 are stored, let’s first discuss what they are. Auditing in Dynamics CRM 365 is the process of tracking and recording changes and updates made to the system. This feature allows organizations to keep track of who made changes to records and when these changes were made. With auditing, organizations can track changes made to fields, records, and entities within the system. It is an essential feature for organizations that need to meet compliance and regulatory requirements.
Enabling Auditing in Dynamics CRM 365
To start using the auditing feature in Dynamics CRM 365, you will need to enable it. The process is straightforward and can be done in just a few steps. Here’s how:
| Step | Description |
|---|---|
| Step 1 | Login to your Dynamics CRM 365 instance with Administrator credentials. |
| Step 2 | Click on the gear icon on the top right corner of the page and navigate to “Settings”. |
| Step 3 | From the Settings menu, select “Auditing”. |
| Step 4 | In the Auditing settings, select the entities and fields you want to audit and click “OK”. |
Where are Audits for Dynamics CRM 365 Stored?
Now that you have enabled auditing in Dynamics CRM 365, let’s discuss where audits are stored. Audits for Dynamics CRM 365 are stored in the “AuditBase” table in the CRM database. The AuditBase table contains all the audit records for the organization. Each record in the AuditBase table represents a change made to a record or field within the system. It contains information such as who made the change, what change was made, and when the change was made.
Accessing Audits in Dynamics CRM 365
To access audits for Dynamics CRM 365, you can use the “Advanced Find” feature in the system. Here’s how:
| Step | Description |
|---|---|
| Step 1 | Login to your Dynamics CRM 365 instance with Administrator credentials. |
| Step 2 | Click on the gear icon on the top right corner of the page and navigate to “Advanced Find”. |
| Step 3 | Select the “Audit Summary” entity from the “Look for” dropdown menu. |
| Step 4 | Set the “Find” criteria to filter the audits you want to retrieve and click “Results”. |
FAQs
1. Can I retrieve audits for deleted records in Dynamics CRM 365?
Yes, audits for deleted records are stored in the AuditBase table and can be retrieved using the Advanced Find feature.
2. Can I customize the AuditBase table?
No, the AuditBase table is a system table and cannot be customized.
3. How long are audits stored in Dynamics CRM 365?
By default, audits are stored for 90 days in Dynamics CRM 365. However, you can change this setting to store audits for a longer period.
4. Can I export audits from Dynamics CRM 365?
Yes, you can export audits from Dynamics CRM 365 to Excel or CSV format.
5. How can I view the details of an audit record?
To view the details of an audit record, double-click on the record in the Advanced Find results or navigate to the record in the system and click on the “Audit History” button.
6. Can I create custom audit reports in Dynamics CRM 365?
Yes, you can create custom audit reports using the built-in reporting capabilities of Dynamics CRM 365.
7. How can I disable auditing in Dynamics CRM 365?
To disable auditing in Dynamics CRM 365, navigate to the Auditing settings and uncheck the entities and fields you want to stop auditing.
8. Can I audit custom fields in Dynamics CRM 365?
Yes, you can audit custom fields in Dynamics CRM 365. Simply select the custom fields you want to audit in the Auditing settings.
9. Can I track who made changes to a record?
Yes, you can track who made changes to a record using the auditing feature in Dynamics CRM 365.
10. Can I limit who can view audit records in Dynamics CRM 365?
Yes, you can limit who can view audit records in Dynamics CRM 365 by configuring the security roles and permissions for the Audit Summary entity.
11. Can I audit changes made by a specific user in Dynamics CRM 365?
Yes, you can use the “Changed By” filter in the Advanced Find feature to retrieve audits made by a specific user.
12. Can I audit changes made using the Dynamics 365 mobile app?
Yes, changes made using the Dynamics 365 mobile app are audited and stored in the AuditBase table.
13. Can I delete audit records from Dynamics CRM 365?
Yes, you can delete audit records from Dynamics CRM 365. However, this action is irreversible, and you should exercise caution before deleting any audit records.
Conclusion
In conclusion, audits for Dynamics CRM 365 are an essential feature for organizations that need to track changes made to their data and records. These audits are stored in the AuditBase table in the CRM database and can be accessed using the Advanced Find feature. By enabling auditing in Dynamics CRM 365, organizations can meet compliance and regulatory requirements and ensure the accuracy and integrity of their data. So, what are you waiting for? Start auditing your Dynamics CRM 365 instance today and enjoy the benefits it has to offer!
Closing Disclaimer
The information provided in this article is for educational and informational purposes only. The author and the publisher do not guarantee the accuracy or completeness of the information provided. The reader is solely responsible for their use of the information provided in this article. Furthermore, the author and the publisher shall not be liable for any direct, indirect, incidental, or consequential damages arising from the use of the information provided in this article.
