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Audit log for view operation RRS feed

  • Question

  • In CRM 2011, we can collect change histories using auditing function.

    Is there any way to configure it also collect view history of a specific entity?

    If it is not, how can I achieve to collecting view history?

    (I understand event at windows onload is one way, but I want to consider this as a last option because it is too much work.)


    希意禧(上海)系统有限公司 CRM销售顾问 guochuangang@cec-ltd.cn 我们为在中日企提供专业的ERP和CRM解决方案,有兴趣请电邮查询。 シーイーシー(上海) CRM営業コンサルタント guochuangang@cec-ltd.cn弊社は在中日系企業に専門的なERPやCRMソリューションをご提供します。お気軽にメールください。
    Wednesday, June 15, 2011 8:18 AM

Answers

All replies

  • Hello Guo,

    In the case you use On-Premice you can develop plugin which will handle Retrieve message and store required information in some custom entity.


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    Wednesday, June 15, 2011 8:29 AM
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  • The Out of the box audit functionality will not help to audit when a record is viewed. As andriy suggests you can have a plugin monitor it for you, but it would not be integrated into the audit feature so you'd have to build a new way to surface that information.

    Gonzalo | gonzaloruizcrm.blogspot.com

    Wednesday, June 15, 2011 1:14 PM
    Moderator
  • Hi, Andriy and Gonzalo.

    Thank you for your reply.

     

    I thought plugin is triggered only at creation of entity data.

    You mean the plugins run when my user opens a form as well?

    If it does not, how can I trigger the plugin?

     

    And Gonzalo, I got yout point that my own audit record cannot be cased as system audit entity in CRM system.

     

    Best regards


    希意禧(上海)系统有限公司 CRM销售顾问 guochuangang@cec-ltd.cn 我们为在中日企提供专业的ERP和CRM解决方案,有兴趣请电邮查询。 シーイーシー(上海) CRM営業コンサルタント guochuangang@cec-ltd.cn弊社は在中日系企業に専門的なERPやCRMソリューションをご提供します。お気軽にメールください。
    Friday, June 17, 2011 3:14 AM
  • When user opens a form plugin which handle Retrieve message will be triggered. As a sample for Retrieve/RetrieveMultiple/Execute(Fetch) you can check following article - http://a33ik.blogspot.com/2009/06/field-security-level-with-own-hands.html
    Microsoft CRM Freelancer

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    Friday, June 17, 2011 5:59 AM
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  • I see what you are saying. But I cannot open the link you gave.

    Thank you anyway, Andriy.

     

    Best regards


    希意禧(上海)系统有限公司 CRM销售顾问 guochuangang@cec-ltd.cn 我们为在中日企提供专业的ERP和CRM解决方案,有兴趣请电邮查询。 シーイーシー(上海) CRM営業コンサルタント guochuangang@cec-ltd.cn弊社は在中日系企業に専門的なERPやCRMソリューションをご提供します。お気軽にメールください。
    Friday, June 17, 2011 6:02 AM
  • Rechecked. Works fine for me.
    Microsoft CRM Freelancer

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    Friday, June 17, 2011 6:11 AM
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  •  

    Andriy, thank you.

    I see. Then perhaps it is my ISP or something blocked me.

    Thank you anyway. I will try to find some info myself.

     

    By the way, I also cannot see your blog.


    希意禧(上海)系统有限公司 CRM销售顾问 guochuangang@cec-ltd.cn 我们为在中日企提供专业的ERP和CRM解决方案,有兴趣请电邮查询。 シーイーシー(上海) CRM営業コンサルタント guochuangang@cec-ltd.cn弊社は在中日系企業に専門的なERPやCRMソリューションをご提供します。お気軽にメールください。
    Friday, June 17, 2011 6:21 AM