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CRM 4.0 activity log RRS feed

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    hi,

    Does CRM 4.0 has some sort of activity log where I can see what user did what change in CRM, especially what user deleted what records from CRM ?

    tnx, Neven
    Friday, November 6, 2009 2:44 PM

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    Hi Neven,
    It sounds like you're looking for audit functionality in CRM. Out of the box, there isn't an audit record per-se (you can see who created or last amended a record) but it's fairly straight forward to create a custom 'Audit' entity and have this updated by workflows that trigger on change of attributes / delete etc or you can be more elaborate and use plugin's to update this with extra information such as 'before' values.

    Kind Regards,

    Rob
    CRM4 MBSS
    Friday, November 6, 2009 3:02 PM
    Answerer

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    Hi Naven,

    You can achieve this through workflow as well as through plugin.

    Check this Link to use workflow.
    To implement audit log through plugin check this link
    Mahain
    Friday, November 6, 2009 2:51 PM
    Moderator
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    So there is no "default" auditing log ?
    Friday, November 6, 2009 2:53 PM
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    Hi Neven,
    It sounds like you're looking for audit functionality in CRM. Out of the box, there isn't an audit record per-se (you can see who created or last amended a record) but it's fairly straight forward to create a custom 'Audit' entity and have this updated by workflows that trigger on change of attributes / delete etc or you can be more elaborate and use plugin's to update this with extra information such as 'before' values.

    Kind Regards,

    Rob
    CRM4 MBSS
    Friday, November 6, 2009 3:02 PM
    Answerer
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    ok, tnx 
    Friday, November 6, 2009 3:10 PM
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    You can check out the Audit Accelerator on Codeplex.
    Best Regards, Donna
    Friday, November 6, 2009 3:14 PM
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    You may consider to use either customization (workflow/plugin) or third-party audit add-on products, such as  

    http://www.solomon.com.hk/products/data-audit-for-dynamics-crm-4-0

    For auditing a few entities, the workflow approach is pretty straight forward. If you need to audit dozens of entities/attributes, the workflow approach may not be an easy way to maintain in long run.

    Friday, November 13, 2009 3:14 AM