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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Create power bi report...
Microsoft Dynamics CRM (Archived)

Create power bi report on Audit entity to track the all user' action in crm

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Posted on by Community Member

I want to create the power bi report to track the all user's action(Record Creation, Record Update, User access) in CRM. So, I have used audit entity record. But problem is, I can't get the audit entity direct in power bi. I have used the web API query to get the audit data in power bi, and it is getting the only one user(Which credential I have used to connect power bi) data. I want all user's audit history data. 

Please suggest the way. Thank you.

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  • TomSmelser Profile Picture
    TomSmelser 1,570 on at

    Hi Bhavika,

    You may want to see if the mscrmtoolkit will work for you.

    It has an audit export feature.

    archive.codeplex.com

    Good Luck!

  • Verified answer
    Kokulan Profile Picture
    Kokulan 18,054 on at

    Hi

    The management API does not support pulling these data via API yet : [View:https://docs.microsoft.com/en-us/rest/api/admin.services.crm.dynamics.com/:750:50]

    You can enable User Access Auditing in CRM as shown below

    ScreenClip-_5B00_331_5D00_.png

    If you want to go a bit further and also audit what records users accessed, you can enable Read Auditing as well 

    Once you enable auditing, you have the data in CRM and you just need to find a way to access it in a power bi report.

    Please see the link below as to how you could access CRM data for PowerBI reporting

    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/use-power-bi

    As a recently announced feature, Office 365 Security & Compliance Center can now sync CRM Audit Logs and you should be able to access these in Power BI as well.

    [View:https://docs.microsoft.com/en-us/power-bi/service-admin-auditing:750:50]

    Hope this helps

  • Suggested answer
    Nishant Rana Profile Picture
    Nishant Rana 11,325 Microsoft Employee on at

    Audit entity is not available in Data Verse Connector.

    Another option would be to extract the data using SSIS / Custom Code in a DB and run a report on top of it.

    nishantrana.me/.../

    nishantrana.me/.../

    www.linkedin.com/.../

    nishantrana.me/.../

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