Can I do this task?
This task requires permissions that are found in all default security roles. More information about specific permissions and performing this task while offline: Sales Permissions
Many record types allow for activities to be associated with them. For example, an opportunity might have an associated phone call activity. When you close any associated activity as completed, that activity shows up in the record history of the associated record. To view the record history, in the record, under Common, click Closed Activities.
You can do the following in the Closed Activities list:
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While the record is in draft form, you can create a new activity for this record by clicking the New Activity button. You can no longer do this when the record is activated. Note that even though you create this activity from the Closed Activities list, it will be displayed in the Activities list while it is active. It will be displayed in the Closed Activities list after you set the status to completed.
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You can also do standard tasks such as printing, exporting data, running a report, or assigning. For information about doing those tasks, see the topic What else can I do? More tasks...
The Closed Activities list for opportunities, accounts, and contacts includes two lists that help you narrow down the number of completed activities:
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To narrow down the list to a certain time period, such as Last 30 days, click Filter on.
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To see completed activities for one particular record, click Include, and then select This Record Only.
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To create a list of activities that are related to any record associated with the account or contact, select Related Regarding Records.
Send an article from a case
Can I do this task?
This task requires permissions that are found in all default service security roles. More information about specific permissions and performing this task while offline: Service Permissions
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In the Navigation Pane, click Service, and then click Cases.
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In the list of cases, open the case that you want to view.
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Under Information, click Notes and Article.
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Click the Article box, and then search for the article. You can click the Lookup button  to search for and select records.
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Select the Show article check box.
The article appears, along with a task bar that includes Show Comments and E-mail Article buttons.
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Click E-mail Article.
The e-mail form opens with all the information about this case filled in.
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Make any changes to the e-mail that you want; however, any changes that you make to the article will not be saved in the original article.
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To send the e-mail, in the Save group, click Send.
If you are offline, you will need to go online to send the e-mail.
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Click Save or Save and Close.
This saves or saves and closes the e-mail message. The e-mail message appears as an activity for the case.
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Click Save or Save and Close.
This saves or saves and closes the case form.
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Related Topics
Work with Cases 94
| Auditing data in Microsoft Dynamics CRM
Track changes made to your business data by auditing your data. Use auditing to analyze the history of a particular record, view a summary of everything that changed, or to comply with regulation standards. Keep track of the changes done to a record, a field, or by a user. Microsoft Dynamics CRM automatically creates logs for the changes that are tracked.
In Microsoft Dynamics CRM, audit tracking for entity relationships is handled differently than audit tracking for entities or fields. Here are some examples of how they are audited:
Entity Relationships
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Scenarios
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What is audited
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Summary
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1:N
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Contact associated with a parent account
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If auditing is enabled for the Contact entity, the changes to the parent account reference is tracked.
If auditing is enabled for the Account entity but not for the Contact entity, no change will be tracked for this transaction because the Account entity did not change.
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In a 1:N relationship between entities, the change is reflected only on a single entity. Only changes to the entity that changed are recorded, provided the entity is enabled for audit.
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N:N
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Lead added to a marketing list
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If auditing is enabled for the Lead entity, the marketing list it is added to is tracked for changes.
If auditing is enabled for the Marketing List entity, the lead that is added is tracked for changes.
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In an N:N relationship between entities, the change is captured on both entities, provided that the entities are enabled for audit.
If auditing is enabled for one entity, the association of this entity with the other entity is tracked.
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Special Cases
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Lead added to an activity, such as an e-mail activity
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If auditing is enabled for the e-mail entity, e-mail activity is tracked for changes.
If auditing is enabled for the Lead entity, nothing is tracked because the Lead entity did not change.
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When the N:N relationship involves certain type of entities, such as an ActivityPartyBase or a PartyList, the relationship internally is handled as 1:N and the changes are tracked only on the ActivityPartyBase entity or the PartyList entity, provided ActivityPartyBase or PartyList is enabled for audit.
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The following table shows the default security roles required to perform each task, and whether the task can be performed while using the Microsoft Dynamics CRM for Outlook offline. Because some tasks require special privileges, the table may also show these privileges.
Tasks Related to Auditing
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Default Security Roles and Required Privileges
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Can Task Be Done Offline?
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Enable or disable auditing for organization
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Security roles: System Administrator
Privileges:
Organization: Read, Write
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No
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Enable or disable auditing for entities
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Security roles: System Administrator and System Customizer
Privileges:
Entity: Read, Write
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No
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Enable or disable auditing for fields
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Security roles: System Administrator and System Customizer
Privileges:
Field: Read, Write
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No
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Deleting audit logs
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Security roles: System Administrator
Privileges: View Audit Partitions
Delete Audit Partitions
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No
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View audit summary
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Security roles: System Administrator
Privileges: View Audit Summary
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No
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View audit history of individual records
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Security roles:
CEO-Business Manager
Customer Service Manager
Marketing Manager
Sales Manager
Vice President of Marketing
Vice President of Sales
System Administrator
Privileges:
View Audit History and Read privilege on the record.
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Can I do this task?
This task requires the System Administrator or System Customizer security role or equivalent permissions. More information about specific permissions and performing this task while offline: Auditing Permissions (on page 101)
Start auditing at the organization level to allow auditing for entities and fields. When you start auditing for the first time, auditing is started by default on the following entities: Account, Contact, Goal, Goal Metric, Lead, Marketing List, Product, Quick Campaign, Rollup Query, and Sales Literature.
You may want to stop auditing for maintenance purposes or when the database space is limited. Stopping auditing at the organization level stops the tracking of changes for the entities or fields for the period for which auditing is stopped at the organization level. When you start organization level auditing again, the same entities and fields are selected for auditing that were selected when you stopped auditing for the organization.
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In the Navigation Pane, click Settings. Then under System, click Auditing.
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In the Audit area, click Global Audit Settings.
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To start audit tracking, in the System Settings dialog box, click the Auditing tab. Then, select the Start Auditing check box.
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To stop audit tracking, clear the Start Auditing check box.
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To start or stop auditing on specific business areas, select or clear one of the following the check boxes:
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Common Entities. This check box is selected by default when you start auditing for the first time.
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Sales Entities. When select or clear this check box, auditing is started or stopped for the following entities: Competitor, Opportunity, Invoice, Order, and Quote.
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Marketing Entities. When select or clear this check box, auditing is started or stopped for the Campaign entity.
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Customer Service Entities. When select or clear this check box, auditing is started or stopped for the following entities: Case, Contract, and Service.
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Click OK.
Can I do this task?
This task requires the System Administrator or System Customizer security role or equivalent permissions. More information about specific permissions and performing this task while offline: Auditing Permissions (on page 101)
You must start auditing at an organization level to enable auditing for an entity.
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In the Navigation Pane, click Settings. Then under System, click Auditing.
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In the Audit area, click Entity and Field Audit Settings.
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Under Components, expand Entities.
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Click the entity for which you want to start or stop auditing.
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To start auditing, on the General tab, in the Options for Entity section, select the Auditing check box.
To stop auditing, clear the Auditing check box.
By default, when you start or stop auditing for an entity, you also start or stop auditing for all the fields of this entity.
Note
To publish the changes, click Publish.
Can I do this task?
This task requires the System Administrator or System Customizer security role or equivalent permissions. More information about specific permissions and performing this task while offline: Auditing Permissions (on page 101)
By default, when you enable auditing for an entity, auditing is also enabled on all its fields. You can select or clear fields for which you want to enable auditing.
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In the Navigation Pane, click Settings. Then under System, click Auditing.
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In the Audit area, click Entity and Field Audit Settings.
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Under Components, expand Entities.
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Expand the entity that has the fields for which you want to start or stop auditing, and click Fields.
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In the field list, to start or stop auditing for a single field, open the field, and in the Auditing field, click Enabled or Disabled, respectively.
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To start or stop auditing for more than one field, select all the fields to be started or stopped. On the Actions toolbar, click Edit. Then in the Edit Multiple Fields dialog box, in Auditing, click Enabled or Disabled, respectively.
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Click Save.
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Click Publish All Customizations.
Notes
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Before you enable field auditing, you must first enable auditing for the organization.
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Field auditing only tracks value changes to the field. Field auditing does not track enabling or disabling Field Level Security for the field.
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Not all fields can be audited in Microsoft Dynamics CRM. To know the fields on which you can enable auditing:
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In the Navigation Pane, click Settings.
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Under Customization, click Customizations.
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In the Customization area, click Customize the System.
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Under Components, expand Entities, and then expand the entity you want.
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Click Fields.
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For each field, see the value in the Audit Status column. Auditing cannot be enabled on any field that has Non Applicable in the Audit Status column.
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