web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Auditing

(0) ShareShare
ReportReport
Posted on by 2,050

Hi,

What are the best practices for auditing on CRM online?

  1. Is it good to enable auditing on all fields in entities?
  2. How much data can we expect from CRM to generate regarding auditing?
  3. Can the CRM become slow, because of auditing?

Thanks for sharing your opinions 

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Rajkumar Rajaraman Profile Picture
    on at
    RE: Auditing

    Hi Davor,

    Take a look to the following link. It explained deeply.

    community.dynamics.com/.../crm-2011-auditing-best-practices.aspx

    Hope this helps.

    Regards,

    R.Rajkumar

    "Please mark my answer as verified if you found it helpful"

  • Verified answer
    Aileen Gusni Profile Picture
    44,524 on at
    RE: Auditing

    Davor,

    I think Auditing of course will cause the performance effect, if not then why it was not be enabled by default, but you might try to implement the best practice, such as using the partition table (must use SQL Enterprise edition, cannot use the standard one), then also delete the log entries.

    So that CRM has the Log Management to handle it.

    And also it will consume more space for data wise.

    How good to enable audition on all fields?

    I think it is recommended to turn on all the fields because basically CRM does this feature once you enable an entity to auditing. But, if you have any plugin or even an update from other system 'programmatically and virtually', I mean even though the field is same value, it will be detected as 'updated;, for example you have a logic that insist to change a field from 'ABC' to also 'ABC'

    How much data can expect?

    Hm...I think it will always keep the history, any field you enable it. As well for any entity. But some of the entities that are hidden in the CRM UI, you cannot make it enable for auditing. Then as long as you keep the logs then it should be there. Auditing can only be enabled for those entities that are enable for auditing and also their fields.

    Can be slow?

    It seems like we add more functionality over your standard CRM to add more task for creating more transaction records, so the CRM would be more active, without auditing, CRM will stop the process after the main transaction is finished, but adding the auditing, CRM also needs some times to write it to the CRM Database, it does consume space as well, because you keep logging it.

    Same as well you are in the meeting, then you keep tracking the conversation, you need to finish the meeting, but you need to also write the minutes of meeting and notes of logging thing, so of course you need more extra job, extra time and extra transaction task on it. You have your main job, you also need extra job. But how far it will affect? It is standard enterprise system design to enable a OOB tracking history functionality, so I think CRM already try to optimize its performance. And if your job is handled by someone else, so meaning that wont affect the performance, and this is what happened as well to auditing.

    See this link

    community.dynamics.com/.../crm-2011-auditing-best-practices.aspx

    1. Will auditing slow down my system?

    Auditing will not slow down your CRM system. All auditing data is stored in a single audit table. This design keeps the audit logs completely separated from other CRM data.

    www.crmsoftwareblog.com/.../advanced-auditing-functionality-in-microsoft-dynamics-crm-2011

    crmbusiness.wordpress.com/.../crm-2011-great-article-on-auditing-best-practices

    Try to keep it simple.

    If you are concern about data and history then put aside first the performance threat, you can always improve it by providing better server spec and in fact CRM stored it in separated logs. And also you can learn how to implement the best practice, such as when data import, when from custom app, etc.

    Hope this helps.

    Thanks.

  • Verified answer
    Community Member Profile Picture
    on at
    RE: Auditing

    1. NO!

    2. Far too much to do anything useful with if you turn it on for everything, and you need to pay for all that data storage. How much depends on your number of users and activity levels. A busy call centre tracking all activities interacting with consumers will be very different from a long sales cycle to a small number of potential corporate clients.

    3. Not so you would notice (on premises mileage may vary). Simplistically, only create/update operations are affected at all, not reads, so the impact is minimal, especially to a hugely scaled architecture like CRM Online.

    Identify WHY you would want to audit anything, then audit only what you need to achieve those business objectives. Reasons I hear most:

    Legal compliance

    Mitigation of risk of incorrect overwriting of data

    Identifying weaknesses in processes or how people follow those (or deviate from them)

    Storing historical information such as old addresses or emails (usually a bad idea, there are better ways to customise CRM to make this information more easily findable and usable)

    Don't audit (in general, at face value):

    - fields and/or entities that you are not using

    - fields or entities that do not change at all / very often

    - fields that are only updated automatically as a consequence of something else, or to store the result of a calculation - audit the source/trigger fields instead.

    - fields that change very frequently as a normal part of your operations (eg opportunity values, probabilities, account / contact last campaign date)

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
Community Member Profile Picture

Community Member 2

#1
HR-09070029-0 Profile Picture

HR-09070029-0 2

#1
UllrSki Profile Picture

UllrSki 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans