The first step of ensuring your project meets business objectives is to carry out a full project audit. We will conduct a full analysis of your business processes and let you know the pure and unvarnished truth about what went wrong and how to fix it.
Organisations often need to be in compliance with various regulations to ensure availability of customer interaction history, audit logs, access reports, and security incident tracking reports. Organisations may want to track changes in Microsoft Dynamics 365 data for security and analytical purposes.
Microsoft Dynamics 365 supports an auditing capability where entity and attribute data changes within an organisation can be recorded over time for use in analysis and reporting purposes. Auditing allows you to track changes made to data in Dynamics 365. It also tracks each time a user logs into your system. If auditing is enabled, CRM automatically creates logs for the changes that are tracked. Auditing is supported on all custom and most customisable entities and attributes. Auditing is not supported on metadata changes, retrieve operations, export operations, or during authentication.
The following operations can be audited:
– Create, update, deactivate, and delete operations on records
– Changes to the sharing privileges of a record
– The N:N association or disassociation of records
– Changes to security roles
– Audit changes at the entity, attribute, and organisation level. For example, enabling audit on an entity
– Deletion of audit logs
– For changes made to entity fields that can be localised, such as the Product entity name or description fields, the locale Id (LCID) appears in the audit record
The Microsoft Dynamics 365 auditing feature has many benefits. It allows you to:
– Analyse the history of a particular record
– View a summary of everything that changed
– Track when a user accessed CRM
– Comply with regulation standards
– Analyse user actions in order to improve business processes