Tuesday, October 23, 2018

Enabling Auditing to monitor User's Security Role changes

I got an call from a client who recently went live with a system we built. Some of their user's security roles were getting removed and they wanted to find out what's going on.
Dynamics 365 (CRM) can record association and disassociation of security roles of a user as part of the OOTB Auditing capability.
Here are the instructions I provided my client to resolve the issue.

Enable Auditing

First step is to make sure Auditing feature is still enabled as we have configured.
Navigate to Settings > Administration > System Settings
Click Auditing Tab
Under Audit Settings, tick the Start Auditing checkbox
If you would like to monitor user access, tick Audit user access checkbox as well.
Click OK.

Enable Auditing for Security Roles

Next step is to make sure Auditing is enabled for Security Roles entity.
Navigate to Settings > Customizations > Customize the System
New Window opens
Expand Entities from the left pane
Click on Security Roles entity (Please wait for few seconds for it to load)
Tick Auditing checkbox.
Click Save.
Click Publish.

Viewing Audit Logs

Finally, to view the audit logs,
navigate to Settings > Auditing > Audit Summary View
You’ll see the list of audit entries
Double click to open the record to see more details.
That's it. 

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