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Microsoft Dynamics CRM (Archived)

Personal View(USer Query) Audit

Posted on by Microsoft Employee

Is there a way to get the details(user executed, executed time, view name) of the view execution when the personal view is executed either from Advanced find or Dashboard.

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  • Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: Personal View(USer Query) Audit

    Since you are using On-Prem, you can probably achieve this using IIS logs.

    It will add overhead to the system, but might be possible.

    If you a looking for a particular view (or a few), you can probably do a Retrieve Multiple Message on the entity that you are looking for, but that will not tell if you if was retrieved from Advanced Find or Dashboard, just that it was retrieved.

    If your dashboard is using a particular view, you can probably do the same on UserQuery or SavedQuery.

    I have not had to do this personally, so can't tell you if this will work, but just a couple of suggestions.

    Hope this helps.

  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: Personal View(USer Query) Audit

    RetrieveMultiple will be happening on the individual entity

    With ExecuteById, you'll have to try:)  I think it can only be registered on the savedquery entity, but I'm not sure Dynamics will be using it when opening the view (keeping in mind that we can change some of those views in the subgrids etc.. have a feeling it will just pre-load view definition and user the fetch, so it'll be only RetrieveMultiple in the end)

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Personal View(USer Query) Audit

    Thanks for your reply.

    Instead of implementing the plugin on individual entity which would require more effort and there might be a performance lag too. Can it be implemented on SavedView Entity and if so on which message? Can ExecuteBy message be used to capture the data?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Personal View(USer Query) Audit

    Hi Rawish,

    Thanks for your reply.

    Yes I am aware of it. I was looking for a plugin logic that captures these information. After capturing I would write to some custom entity and later this will be used for reporting purpose.

  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: Personal View(USer Query) Audit

    You might use a plugin to capture some of that, but not all - can run plugin in PreRetrieveMultiple and in PostRetrieveMupltiple to capture the timings. You won't have view name there, though.. so you can register it on the entity, and you can, potentially, analyze the request to see if it's the view you are interested in.

    That's quite a bit of development either way.

  • Suggested answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,756 on at
    RE: Personal View(USer Query) Audit

    Hi Rajesh,

    It is not possible - CRM doesn't store this information anywhere.

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