In earlier versions of Dynamics 365, the Auditing function provided the ability to record actions on a specific record or record entity. Record actions logged in Dynamics 365 were mostly things like who created or deleted an Account record or who updated fields like Address 1 or Telephone Number on a Contact record. 

Dynamics 365 for Customer Engagement introduces new levels of Activity Logging.

Activity Logging not only logs CRUD (Create, Read, Update, Delete) activities, but also record views, as well. Recording the act of viewing record information is often critical for compliance, especially with respect to data privacy laws – such as, but not limited to, HIPAA – that deal with personally identifiable information of individuals.

With the expanded auditing capabilities of Dynamics 365 v9, when a user of Dynamics 365 accesses a list of records such as a view of All Accounts or an Advanced Find search result, that event is recorded in an audit log.

Additionally, Dynamics 365 Reports viewed – and report results that are exported outside of Dynamics 365 – also log audit events.

Information provided in this audit log for these events include the date and time of the event, IP address of the user, unique GUID for every row logged, the filter query parameters of the executing FetchXML, and the Query results with one or multiple unique records retrieved in the view.

To enable this auditing capability in Dynamics 365 for Customer Engagement, go to Settings > Administration > System Settings > Auditing. Then select:

  • Start Auditing
  • Audit User Access
  • Start Read Auditing (this only appears after you enable Start Auditing)

Under Enable Auditing in the following Areas, select the Entity groups you want to audit.

You will be able to review your audit data in the Office 365 Security and Compliance Center.

The new audit capabilities in Dynamics 365 also go beyond recording record views. To learn more about the comprehensive functionality, see: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/enable-use-comprehensive-auditing

Requirements:

  • Office 365 Enterprise E3 or E5 subscription.
  • Available for Production and not Sandbox instances.

That’s all you need to know to start auditing. Good luck and happy D365’ing!

Avatar for Joe D365

Joe D365

Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.