locked
Audit Trails RRS feed

  • Question

  • Hi All,

    Are there somekind of audit trails in the system?? I mean can I know when someone changed something and what he/she has changed?

    Regards,
    Monday, February 8, 2010 1:35 PM

Answers

  • There are a few developments that are floating around online -> http://www.c360.com/Audit.aspx

    However the above isnt free, If you only have certain criteria you want to log, then you could create a audit entity and make use of the Workflow system to create records (logs) when certain events occur. 

    Alternatively if you a development savvy, you could create a plugin for a more structured option. 

    Have a look at...



    Hope that helps you out a bit


    Jonathan

    Jonathan Nachman MBSP, MCTS

    My Blog

    CRM Consultant for KMS Software
    Monday, February 8, 2010 1:42 PM
  • Source Blog : http://www.tekoppele.com/Blog/post/2009/05/22/3-FREE-Ways-to-Audit-Data-in-Microsoft-Dynamics-CRM.aspx

    3 FREE Ways to Audit Data in Microsoft Dynamics CRM

    by menno 22. May 2009 00:04

    An often heard requirement is if Microsoft Dynamics CRM has built-in audit capabilities. There is some, but it is very minimal out-of-the-box. So now what? Well, Microsoft Dynamics CRM is not just about sales, service and marketing. It’s a platform for developing line of business applications—applications that can manage and track information and processes far beyond accounts and contacts. Of course it still can be a customer, but it could also be a grant, building, or a potential candidate for hire.

    The platform comes with easy to use tools to customize and extend the application and automate processes such as sales processes or case escalations. You can, of course, build the required auditing functionality from scratch, use a third party solution or you can use some of the freely available plug-ins and customizations that have been published on the internet;

    1.     Business Productivity Audit Accelerator - Link

    The CRM Accelerators are a range of add-on solutions developed for Microsoft Dynamics CRM 4.0 customers and partners. Each accelerator is available at no cost and will showcase how the Microsoft Dynamics CRM 4.0 platform can be configured and extended to broaden marketing, sales and service capabilities.

    The Business Data Auditing accelerator utilizes the workflow platform of Microsoft Dynamics CRM. Depending on what operations within your CRM system that you want to audit you can tailor the workflows accordingly. The basis of the accelerator is very simple: for each entity that is open to auditing there is a separate snapshot or audit entity, e.g. if you want to switch on auditing for accounts then there is an account audit entity supplied with the accelerator. Depending on what events you want to audit (create, update, assign or delete) then the workflows will create a copy of the current record in the relevant audit entity. This then means that you have a copy of each relevant change to the record during its life.

    2.     Microsoft Dynamics CRM Audit Plug-in by James Kent - Link

    Microsoft CRM 4.0 Audit Plug-in is a simple-to-use plug-in enabling basic data auditing capabilities. Configured via Plug-in Manager, it is very simple to manage. The audit plug-in can be used by the Microsoft CRM partners and customers to quickly increase the package’s auditing capability to track field level changes. The Audit plug-in is distributed in source format under the Open source licensing as provided by CodePlex license agreement. Knowledge of Microsoft Visual Studio® and Microsoft Visual C#® is required to extend or customize the plug-in.

    3.     Microsoft Dynamics CRM Audit Plug-in by Engage (Ryan) – Link

    CRMAudit is a tool that allows auditing of any attributes on any entities within Microsoft Dynamics CRM 4.0. The audit records are stored within CRM allowing users to run standard CRM Reports and finds including Quick Search and Advanced Finds.  Users will only need Read access to the Audit entity. Find out when and who changed a field including what the value was before the change.

    Have you created audit or similar type of functionality by leveraging the out-of-the-box tools and features of Microsoft Dynamics CRM?

     

    Monday, February 8, 2010 1:45 PM

All replies

  • There are a few developments that are floating around online -> http://www.c360.com/Audit.aspx

    However the above isnt free, If you only have certain criteria you want to log, then you could create a audit entity and make use of the Workflow system to create records (logs) when certain events occur. 

    Alternatively if you a development savvy, you could create a plugin for a more structured option. 

    Have a look at...



    Hope that helps you out a bit


    Jonathan

    Jonathan Nachman MBSP, MCTS

    My Blog

    CRM Consultant for KMS Software
    Monday, February 8, 2010 1:42 PM
  • Hi,

    there is nothing built-in. Take a look at http://crmaudit.codeplex.com/ for a free solution.
    Monday, February 8, 2010 1:43 PM
  • Source Blog : http://www.tekoppele.com/Blog/post/2009/05/22/3-FREE-Ways-to-Audit-Data-in-Microsoft-Dynamics-CRM.aspx

    3 FREE Ways to Audit Data in Microsoft Dynamics CRM

    by menno 22. May 2009 00:04

    An often heard requirement is if Microsoft Dynamics CRM has built-in audit capabilities. There is some, but it is very minimal out-of-the-box. So now what? Well, Microsoft Dynamics CRM is not just about sales, service and marketing. It’s a platform for developing line of business applications—applications that can manage and track information and processes far beyond accounts and contacts. Of course it still can be a customer, but it could also be a grant, building, or a potential candidate for hire.

    The platform comes with easy to use tools to customize and extend the application and automate processes such as sales processes or case escalations. You can, of course, build the required auditing functionality from scratch, use a third party solution or you can use some of the freely available plug-ins and customizations that have been published on the internet;

    1.     Business Productivity Audit Accelerator - Link

    The CRM Accelerators are a range of add-on solutions developed for Microsoft Dynamics CRM 4.0 customers and partners. Each accelerator is available at no cost and will showcase how the Microsoft Dynamics CRM 4.0 platform can be configured and extended to broaden marketing, sales and service capabilities.

    The Business Data Auditing accelerator utilizes the workflow platform of Microsoft Dynamics CRM. Depending on what operations within your CRM system that you want to audit you can tailor the workflows accordingly. The basis of the accelerator is very simple: for each entity that is open to auditing there is a separate snapshot or audit entity, e.g. if you want to switch on auditing for accounts then there is an account audit entity supplied with the accelerator. Depending on what events you want to audit (create, update, assign or delete) then the workflows will create a copy of the current record in the relevant audit entity. This then means that you have a copy of each relevant change to the record during its life.

    2.     Microsoft Dynamics CRM Audit Plug-in by James Kent - Link

    Microsoft CRM 4.0 Audit Plug-in is a simple-to-use plug-in enabling basic data auditing capabilities. Configured via Plug-in Manager, it is very simple to manage. The audit plug-in can be used by the Microsoft CRM partners and customers to quickly increase the package’s auditing capability to track field level changes. The Audit plug-in is distributed in source format under the Open source licensing as provided by CodePlex license agreement. Knowledge of Microsoft Visual Studio® and Microsoft Visual C#® is required to extend or customize the plug-in.

    3.     Microsoft Dynamics CRM Audit Plug-in by Engage (Ryan) – Link

    CRMAudit is a tool that allows auditing of any attributes on any entities within Microsoft Dynamics CRM 4.0. The audit records are stored within CRM allowing users to run standard CRM Reports and finds including Quick Search and Advanced Finds.  Users will only need Read access to the Audit entity. Find out when and who changed a field including what the value was before the change.

    Have you created audit or similar type of functionality by leveraging the out-of-the-box tools and features of Microsoft Dynamics CRM?

     

    Monday, February 8, 2010 1:45 PM
  • Hi thanks for the response............. MayankP do these audit trail plugins work on Custimized Entities and New entities??


    Regards,
    Monday, February 8, 2010 1:49 PM
  • I guess it works on Both entities..but you need to configure them for each entity (custom and new entities) to make it works..

    go through all three option and pick one which suits you the best...

    there are other tools in market which provides audit CRM functionality but they are paid and not free ware..
    • Proposed as answer by Mayank Pujara Tuesday, February 9, 2010 5:03 PM
    Monday, February 8, 2010 1:51 PM
  • Is there an audit trail for deleted  items? eg Emails or Cases
    Saturday, October 23, 2010 7:30 AM
  • Hi Ajnar,

    Yes, above audit trail will also able to handle delete scenario...so it will maintain who delete the case or email and when...

    Hope this helps..


    MayankP
    My Blog
    Follow Me on Twitter
    Monday, October 25, 2010 8:40 AM