2011 User's Guide Copyright

Start or stop auditing for an organization

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

You must start auditing at an organization level to enable auditing for an entity.

1. 
   In the Navigation Pane, click Settings. Then under System, click Auditing.
   
2. 
   In the Audit area, click Entity and Field Audit Settings.
   
3. 
   Under Components, expand Entities.
   
4. 
   Click the entity for which you want to start or stop auditing.
   
5. 
   To start auditing, on the General tab, in the Options for Entity section, select 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.

To publish the changes, click Publish.

Related Topics View the audit history of individual records 157 View audit summary of records 156

Enable or disable auditing for entities

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

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.

1. 
   In the Navigation Pane, click Settings. Then under System, click Auditing.
   
2. 
   In the Audit area, click Entity and Field Audit Settings.
   
3. 
   Under Components, expand Entities.
   
4. 
   Expand the entity that has the fields for which you want to start or stop auditing, and click Fields.
   
5. 
   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.
   

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.

6. 
   Click Save.
   
7. 
   Click Publish All Customizations.
   

• 
  Before you enable field auditing, you must first enable auditing for the organization.
  
• 
  Field auditing only tracks value changes to the field. Field auditing does not track enabling or disabling Field Level Security for the field.
  
• 
  Not all fields can be audited in Microsoft Dynamics CRM. To know the fields on which you can enable auditing:
  

1. 
   In the Navigation Pane, click Settings.
   
2. 
   Under Customization, click Customizations.
   
3. 
   In the Customization area, click Customize the System.
   
4. 
   Under Components, expand Entities, and then expand the entity you want.
   
5. 
   Click Fields.
   
6. 
   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.
   

Related Topics View the audit history of individual records 157 View audit summary of records 156

View audit summary of records

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

For each entity for which auditing is enabled, the audit summary shows the change details of all records that are audited in a chronological order, starting from the recent ones.

1. 
   In the Navigation Pane, click Settings. Then under System, click Auditing.
   
2. 
   In the Audit area, click Audit Summary View.
   
3. 
   The following table shows various tasks that you can perform on the Audit Summary View page.
   

Tasks	Required Steps
See the changes made on a particular date	Click Enable/Disable Filters. On the Changed Date column header, click the Filter button . Click one of the default date filters, and then click OK. - OR - Click Custom Filter, specify the filter criteria, and then click OK.
See the records on which a particular action was performed	Click Enable/Disable Filters. On the Action column header, click the Filter button . Under Custom Filter, select the check boxes for the actions that you want to see, and then click OK.
See the changes done by a particular user	Click Enable/Disable Filters. On the Changed By column header, click the Filter button Click Custom Filter, specify the filter criteria, and then click OK - OR - Click Filter by specific Changed By..., and in the Look Up Records dialog box, search and select users, and then click OK.
See all the changes done in a particular record	In the Record column, double-click the record.
See all the changes made to a particular entity	Click Enable/Disable Filters. On the Entity column header, click the Filter button . Under Custom Filter, select the check box for the entity, and then click OK.
See the records that underwent a particular operation	Click Enable/Disable Filters. On the Operation column header, click the Filter button . Under Custom Filter, select the check box for the operation, and then click OK.

If you share a record with another user, and if that user has the View Audit History privilege on the shared record, the other user will be able to view the changes to the shared record.

If auditing is stopped and restarted at the organization, entity, or field level, any new values prior to stopping the audit will not be used in an audit log or audit history. For example, two days ago the value in the Rating field is Cold when auditing is stopped. Auditing was started today. During the two days without auditing, the value for the field changed from Cold to Warm to Hot. When restarting the audit, the audit history has Cold (the value when the auditing stopped), although the New Values column has a symbol to show you that auditing had been disrupted.

Related Topics Tracking changes for entity relationships 152