Hello, I'm pretty new to CRM.
I would like to log standard/advanced searches in CRM on all entities. Does anyone know if there is any way to do this? Is there any way to catch the search parameters and the user when a search is done?
Thank you
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Hi Oscar, I'm happy to help. Would you mind marking my answer as the verified one? Thanks a million, Aiden
Hello aiden,
Thanks for your advise! I was discussing it with some members of my team and we're simply gonna have to try it and see how it works performance wise.
Hi Sean,
The function is the request of a customer. I'm not entirely sure what the goal is because they haven't stated it clearly. I believe it is for auditing.
Hi Oscar,
I'd like to ask what your goal is? Do you need to capture all searches for auditing purposes? Or was there some other reason?
Also, are you online or on-prem?
Thanks!
To write the plugin, you want to:
- Create a new plugin registered on the RetrieveMultiple event, with "none" as the entity. It will run for views, advance finds or even SDK requests for every entity in CRM.
- In the plugin code, make sure the MessageName is RetrieveMultiple, and that the InputParameters contains Query (that will be the query coming that was run)
- The Query property will be either a FetchExpression or QueryExpression depending on where the query was initiated from.
- When you have your expression, log it with your logger.
Hi! There sure is a way to do this, but you want to be careful because you could affect performance since searches happen all over the place. You can log the search request by creating a plugin on the RetrieveMultiple message, and every time a search is made it will call your plugin and give the what the search criteria was.
Hope this helps! If so, I would greatly appreciate if you would mark this as the verified answer.
Thanks!
Aiden
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