How to enable Auditing in Dynamics 365 CE?

Organizations may want to track changes in Dynamics 365 for Customer Engagement apps data for security and analytical purpose. Auditing feature allows to track data changes in Dynamics 365. It also tracks each time a user logs into your system by creating logs in the Dynamics 365 CE.

By default, auditing is disabled. Lets get started, how to enable auditing in Dynamics 365 for Customer Engagement.

Note: Auditing is only available for classic version for now.(17 Dec 2019)

Step 1:
Settings => Auditing => Global Audit settings

Step 2:
Check Start Auditing, Audit user access, Common Entities and Customer Service Entities. Click OK.

Step 3:
Click Global Audit settings. Click Entity and field audit setting.

Select the entity and locate Auditing in data services. Check auditing.

Step 5:
Enable auditing on field.
Expand entity => click fields => Double click field(For now we will select Account Name)

Check enable Auditing.

Step 6:
Lets change Account name and Save.

Step 7:
Click the drop down arrow near to account name in navigation bar. Click Audit History.

Step 8:
Filter the field.

So, for utilize auditing, you have to enable auditing on three different stages:

  • System settings
  • Entity
  • Field

Audit logged in user

Step 1:
Settings => Auditing => Audit Summary view => click Enable/disable filters => Filter access from operations

In the screenshot you can check the logged in time of user, Event, user name.

Auditing can be very beneficiary in many terms. It all depends on the wit of the user that how to get most from the system.

If you have any query feel free to comment 🙂

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