Dynamics Community Forum Thread Details

Viewing Audit History for Accounts

Is there a way for users to see the audit history of 'Accounts' records? Users can see the audit history for quotes and orders, but not accounts. Apologies if this answer is obvious!

Hello AJ-09070847-0,

Yes, the user can see the audit history of the Account as well.

Start or stop auditing for an organization
This task requires the system administrator or customizer security role or equivalent permissions.

1. Go to Settings > Administration.

2. Choose System Settings.

3. On the Auditing tab, select the Start Auditing check box to start auditing. Clear the Start Auditing check box to stop all auditing.

4. Select the entities you want to track. To start or stop auditing on specific entities, select or clear the following check boxes:

Audit user access. Tracks when a user accesses Customer Engagement (on-premises)including the user name and time.
Common Entities. Tracks common entities like Account, Contact, Goal, Product, and User.
Sales Entities. Tracks sales-related entities like Competitor, Opportunity, Invoice, Order, and Quote.
Marketing Entities. Tracks Campaign entity activity.
Customer Service Entities. Tracks Case, Contract, Queue, and Service entity activity.

5. Click OK.

Enable or disable entities and fields for auditing
System administrators or customizers can change the default audit settings for entities and for specific fields for an entity.
To enable or disable auditing for an entity

Go to Settings > System.
Click Auditing.
In the Audit area, choose Entity and Field Audit Settings.
Under Components, expand Entities.
Open the entity for which you want to enable or disable auditing.
To start auditing, on the General tab, in the Data Services section, select the Auditing check box to enable auditing, or clear the Auditing check box to disable it. By default, when you start or stop auditing for an entity, you also start or stop auditing for all the fields of this entity.
Click Save.
Publish the customization. To publish for a single entity, choose the entity, such as Account, and then click Publish on the toolbar. To enable or disable auditing for specific fields on an entity
Under the entity for which you want to enable or disable auditing with specific fields, click Fields.
To enable or disable a single field, open the field and in the Auditing section, select Enable or Disable. To enable or disable more than one field, select the fields you want, and then on the toolbar click Edit. In the Edit Multiple Fields dialog box, in the Auditing area, click Enabled or Disabled.
Click Save.
Publish the customization. To publish for a single entity, choose the entity, such as Account, and then click Publish on the Actions toolbar.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me.

Best Regards,
Daivat Vartak

Quick Links

Subscribe to this forum!