Audit Center
This tool helps you to configure audit in Microsoft Dynamics CRM in one single screen. Using standard features of Microsoft Dynamics CRM, configuring audit requires to navigate in each entity to audit (or not), in each attribute to audit (or not) and in audit central configuration to activate or deactivate global audit. With this tool, it is possible to configure audit globally in one screen.
To use this tool, first connect to an organization
Click on button "Load data" to retrieve current audit status, entities and attributes enabled for audit.
To add one or more entities for audit, click on button "Add entity" in the left panel. This will open a selection dialog with entities disabled for audit. Select entities to add and click on button "OK".
Once you have added new entities, attributes enabled for audit are added to the list of attributes enabled for audit on the right panel and grouped by entity.
To remove entities from audit, select entities in the left panel and click on button "Remove selected entities"
Click on button "Apply changes" to apply this configuration to entities
To add one or more attributes for audit, click on button "Add attribute" in the right panel. This will open a selection dialog with attributes disabled for audit. Select attributes to add and click on button "OK".
Click on button "Apply changes" to apply this configuration to attributes
Even if entities and attributes are enabled for audit, nothing happens until you activate global audit.
To enable or disable global audit, just click on button "Activate global audit" (or "Deactivate global audit, depending on current status)