Track changes in entities or fields

This week in Microsoft Dynamics Support, I am going to explain how to enable auditing in Microsoft Dynamics 365 for Sales CRM.

Auditing can be useful if you want to track changes to an entity or field, or several entities or several fields.

Since auditing can affect system performance, we usually recommend you enable auditing for only the specific entities required.

See below for video and instructions:

Enable auditing in Dynamics 365 entities

1.) Click on Settings > Customizations > Customize the System.

2.) Click Entities.

3.) Pick the entity that you want to audit.

4.) Go to General > Data Services and click the Auditing check box.

5.) Save and Publish.

After you perform these steps, you can close.

Track changes in audited entities

After you make changes to your system, if you want to monitor and see the logs, you can follow these steps:

1.) Go to Settings > System > Auditing > Audit Summary View.

Usually, if there are any changes made, you can see them recorded here.

View and manage audit log files

If you would like to see or manage the audit log files, you can follow these steps:

1.) Go to Settings > System > Auditing > Audit Log Management.

You will see the logs your system has created.

These log files can grow pretty big over time, so it’s a good idea to delete them when they are no longer needed. You can delete the oldest logs, but you can’t actually delete the current log, because it’s in use.

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