Audit Log Report

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Posted on by Akhil101

432

I have a below requirement for generating an audit log report for the below entities. Which is the best possible way to achieve this?

Parameters for CRM Activity Report:

ALL USERS
DATE RANGE SELECTABLE (E.G DATE 1 TO DATE 2)

Showing the below data:

ALL NEW ACCOUNTS ADDED
ALL NEW CONTACTS ADDED
ALL NEW LEADS
ALL NEW OPPORTUNITIES
ALL NEW ACTIVTIES
ALL UPDATED/MODIFIED ACCOUNTS
ALL UPDATED/MODIFIED CONTACTS
ALL UPDATED/MODIFIED LEADS
ALL UPDATED/MODIFIED OPPORTUNITIES
ALL UPDATED/MODIFIED ACTIVTIES

Thanks in advance

Akhil

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ashlega 34,477 on at

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If you have audit log enabled, you'll likely have to download it from Dynamics to a local db, parse it there, then build your report in SSRS.

However, since you are not looking for the attribute-level report, you might just create something custom(which will only work for the future actions, though, since you won't have any data there right now):

Create an entity with a few lookup fields (account, contact, lead, opportunity, all types of activities, and user), then keep log of those actions you need to report on in that entity, and use it for reporting

You can build your report (even using Advanced Find) right now for "New..." since it's all about looking at the createdby/createdon attributes.

It's the "modifiedby/modifiedon" part which requires some extra tracking (unless you are ok with the last "modifiedby/mofidiedon", but, then, if different users modify the same record, you'll only see those records associated with whoever has modified that record last in the report)

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VermaNitin 455 on at

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Hi Akhil,

This is not possible!

You cannot create a report on audit log due to the way the data is stored.

You can refer the below link.

community.dynamics.com/.../157802

Hope it helps!

Many thanks,

Nitin Verma

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Aileen Gusni 44,524 on at

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Hi Akhil,

Audit log report is not possible, i mean out of the box.

Yes, you need to create yourself.

However, if you already have exact definition of each entity like you mentioned, you can create a plugin to always store it on your transaction entities, then you can easily retrieve your data within CRM.

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PranavShroti 4,510 on at

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Hi

The way we have implemented is to create a custom entity. And using JS on CRM forms like account etc, we are capturing events like open/read, etc and creating an entry in custom entity.

another option you can explore is Organizational Insights it is available for crm online:

itsolutions.bdo.ca/.../quick-tip-track-user-usage-in-microsoft-dynamics-crm

technet.microsoft.com/.../mt703628.aspx

For OnPremise:

blogs.msdn.microsoft.com/.../crm-usage-reporting-unleashed

Hope this helps.

Regards,

Pranav

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Thomas David Dayman 11,323 on at

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If you don't need it to be a report in crm. You can download this program which exports audit data to csv or excel.

mscrmtoolkit.codeplex.com

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Akhil101 432 on at

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Thank you all for your responses.

As suggested i have created custom audit log entity for reporting :)

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nicoobianco on at

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Hi Akhil, can you share how did you make it? Thanks!

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Akhil101 432 on at

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Please provide your email ID, I can share the source code with you!

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Community Member on at

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Me too, please. t4763982@hotmail.com

Thanks

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Community Member on at

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Hi Akhil,

Any chance you could also share the the source code with me? toncopas@live.co.uk

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