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CRM 4.0 Record Deletion Auditing. RRS feed

  • Question

  • Hello,

    I'm working on setting up some record auditing using workflows and so far am unable to figure out how to record what user is responsible for deleting a particular record.  My first thought was that the deleting user would be listed in the "modified by" column but this column doesn't appear to be updated before the record is marked for deletion.  Any ideas would be appreciated.

    Thanks,
    Matt
    Friday, September 18, 2009 4:41 PM

Answers

  • If this is the case you may be stuck. Codeplex.com has a few auditing add-ons which may be worth trying.

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog
    http://leontribe.blogspot.com/
    or hear me tweet @leontribe

    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Friday, September 18, 2009 10:55 PM
    • Marked as answer by Jim Glass Jr Monday, September 21, 2009 3:52 PM
    Friday, September 18, 2009 10:55 PM

All replies

  • Assuming you made an auditing entity, the creator would be the owner of the record.  To where are you recording this event?
    Friday, September 18, 2009 8:06 PM
  • Yes, I am using a custom audit entity to record the deletions.  As it's setup now, the creator of all the audit records is the owner of the auditing workflow, one of our system administrator accounts.  User scope workflows don't seem to work because they're limited to running against records owned by the same user who owns the workflow.  Unless you're aware of another method of implementing the workflow itself so that that it runs as whichever users clicks the delete button.
    Friday, September 18, 2009 8:14 PM
  • Since I get confused with the jargon take a look at this thread: http://social.microsoft.com/Forums/en-US/crm/thread/58e1728e-254a-4837-be45-afa6f978df84

    Within it there is a link to a broad solution.  It requires plug-in.
    Friday, September 18, 2009 8:27 PM
  • If this is the case you may be stuck. Codeplex.com has a few auditing add-ons which may be worth trying.

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog
    http://leontribe.blogspot.com/
    or hear me tweet @leontribe

    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Friday, September 18, 2009 10:55 PM
    • Marked as answer by Jim Glass Jr Monday, September 21, 2009 3:52 PM
    Friday, September 18, 2009 10:55 PM
  • Maybe worth to take a look at Data Audit for CRM 4.0 http://www.solomon.com.hk/products/data-audit-for-dynamics-crm-4-0
    Monday, October 12, 2009 8:42 AM