Microsoft Dynamics 365/CRM User Group Tips

Now that you know about Read Auditing changes in Microsoft Dynamics 365/CRM, it’s time to be sure what Read Auditing is enabled within your system!

If you’re unsure if it is, or don’t know how to, we’ll walk you through the exact steps in this post …

1. Login to your Dynamics 365/CRM System (online) > Choose Settings > Administration > System Settings > Auditing Tab

2. Once you’re under Auditing Settings, ensure that “Start Auditing”, “Audit User Access”, and “Start Read Auditing” are all checked. If you haven’t checked “Start Auditing”, you won’t be able to check “Start Read Auditing”, so be sure you don’t skip any steps.

3. Under “Enable Auditing in the following areas”, check the boxes for the areas you want to audit, which will enable them. Once you’re done, click “OK”.

4. Next, go to Settings > Customization > Customize the System

5. Under “Components”, find and expand “Entities”, then select an entity to audit – anything you want

6. Scroll to the bottom until you find “Data Services” and check “Auditing” to enable it

7. Under “Auditing”, check these boxes to enable them: “Single Record Auditing. Log a record when opened.” and “Multiple record auditing. Log all records displayed on an open page.”

8. Click “Save”

9. Click “Publish” to publish your customization

10. When you want to audit other entities, repeat steps 5-9

11. Turn on “Audit Logging” in Microsoft Office 365.

To turn on “Audit Logging” in Microsoft Office 365, follow these three steps:

1. To start the process, navigate to your Microsoft Security & Compliance Center, then find Search & Investigation > Audit Log Search

2. Under “Audit Log Search” click “Start recording user and admin activities” – when you do this, you should see a dialog box that clearly shows the activities being recorded, a start date, an end date, users, and “file, folder, or site” fields

3. When you’re ready, click “Turn on”

Please keep in mind, there is a different process for using PowerShell to turn on “Audit Log Search” and turning it off.

Get more Microsoft Dynamics 365/CRM user and admin tips when you join us for our next Microsoft Dynamics 365/CRM user group webinar.

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