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Audit Trail RRS feed

  • Question

  • Hi,

    I want to create Audit Trail in MS CRM. Since i'm not a coder, i'm looking for some non-coding technique so that i can create Audit Trail for all the entities. One way is to create a new entity and link it with the other entity like Opportunity and then create a workflow on Opportunity that creates an entry for every change in Opportunity. But this helps only for one entity Audit Trail, i want Audit Trail for all the entities. Whenever an entity is changed, i want an entry for that change. Please help.

    Dharmu
    Tuesday, February 17, 2009 3:22 PM

Answers

  • Dharmu -

        The exact Audit log of all entities of all changes is not available without doing some coding.  All of the third party applications I have seen do not give you the complete one place audit log you are looking for. 

        This is possible with a custom entity with many relationships and many workflows to combine multiple entities audit logs into one but should only be done for performance reasons with a few entities combined without going the coding route.  

        It would be interesting to understand why from the business perspective you need to know every change that happens in Microsoft CRM.  Is there some legal reason everything must be audited?  Also have you thought about the long term effect on performance and database size.  How many changes are done daily in your CRM system?  How long do you need to capture this audit log data? 1 year? 2 Years? 5 years?  Forever?
        just need to think about how the data will be used to look into what options might make the most sense. Workflow with Custom entities, third party, full custom solution in CRM custom entity or full custom soltuion data stored outside of CRM with view back and forth.

    Later
       Hoss

    Tuesday, February 17, 2009 9:21 PM
  • Dharmu,

    This addon might help:  http://www.mscrm-plugins.com

    Cheers,
    Jim
    Jim Wang - MVP Dynamics CRM - http://jianwang.blogspot.com , http://mscrm.cn
    Tuesday, February 17, 2009 9:31 PM
    Moderator

All replies

  • Hi dharmu

    You can this using the workflow: 
    http://blogs.msdn.com/crm/archive/2008/06/13/use-workflow-to-configure-business-data-auditing-in-microsoft-dynamics-crm-4-0.aspx

    Written by someone else:
    http://code.msdn.microsoft.com/auditing4crm/Release/ProjectReleases.aspx?ReleaseId=1262

    or by buying solution from 3rd party client.

    everything depend what you're expecting.
    Hopefully it will be usuful for you if yes mark it as answer.
    Tuesday, February 17, 2009 6:23 PM
  • Thank you Kgorczewski,


    That was really helpful, But the problem is that i need to create it for all the entities not a single entity (Contact). Isn't there a way where i can get Audit trail for all the entities in the same view?


    Dharmu
    Tuesday, February 17, 2009 6:55 PM
  • You'll want to purchase a third-party solution like C360 Audit or I have heard rumors that this may be available in the next CRM release so you may want to wait just a bit. 
    Best Regards, Donna
    • Proposed as answer by Jim Glass Jr Wednesday, February 18, 2009 4:17 AM
    • Unproposed as answer by dharmu05 Wednesday, February 18, 2009 6:24 AM
    • Proposed as answer by Jim Glass Jr Thursday, February 19, 2009 5:52 PM
    Tuesday, February 17, 2009 7:18 PM
  • Thanks Donna,

    You guys are doing a really great job. Appreciate that.

    Dharmu
    Tuesday, February 17, 2009 7:30 PM
  • Dharmu -

        The exact Audit log of all entities of all changes is not available without doing some coding.  All of the third party applications I have seen do not give you the complete one place audit log you are looking for. 

        This is possible with a custom entity with many relationships and many workflows to combine multiple entities audit logs into one but should only be done for performance reasons with a few entities combined without going the coding route.  

        It would be interesting to understand why from the business perspective you need to know every change that happens in Microsoft CRM.  Is there some legal reason everything must be audited?  Also have you thought about the long term effect on performance and database size.  How many changes are done daily in your CRM system?  How long do you need to capture this audit log data? 1 year? 2 Years? 5 years?  Forever?
        just need to think about how the data will be used to look into what options might make the most sense. Workflow with Custom entities, third party, full custom solution in CRM custom entity or full custom soltuion data stored outside of CRM with view back and forth.

    Later
       Hoss

    Tuesday, February 17, 2009 9:21 PM
  • Dharmu,

    This addon might help:  http://www.mscrm-plugins.com

    Cheers,
    Jim
    Jim Wang - MVP Dynamics CRM - http://jianwang.blogspot.com , http://mscrm.cn
    Tuesday, February 17, 2009 9:31 PM
    Moderator
  • You're welcome, happy to help.
    Best Regards, Donna
    Tuesday, February 17, 2009 10:16 PM
  • Thanks Hoss,

    I really appreciate your suggestion. Even i am thinking of Audit Trail for main 5-6 entities instead of whole CRM.

    For these main 5-6 entities, do i need to create workflow on each of them? And even if i create Audit trail only for few entities i will not be able to see entries for all entities at one place, because it very difficult to put all these fields on a single form.

    Warm Regards,

    Dharmu
    Wednesday, February 18, 2009 6:17 AM
  •  Thanks Jim,

    Your product looks really promising. And i think this is the one i need but i don't know how to get it. Could you mail it to me at balhra.dharmender@gmail.com?

    That would be a really big favor.

    Warm Regards,

    Dharmu
    Wednesday, February 18, 2009 6:21 AM
  • You're welcome Dharma, we appreciate the compliment.  Have a good day.
    Best Regards, Donna
    Thursday, February 19, 2009 12:01 AM