CRM Auditor Configuration and User Guide
Contents
1. Entity Operation Type cc r Date From E V NULL Entity lt Select a Value gt Operation Type v Select All O Create Delete Update Feds m Select Al city Date To T Company Name First Name Job Title Last Name Salutation Modified by The user that has made changes that have been recorded by CRM Auditor www crmaddins co uk Info crmadins co uk CRM Addins Productivity Solutions for Microsoft Dynamics CRM TP Select All her standard User E First name Last name A date range based upon the creation date of the Audit record or a default of all audit records that have been created E Report Viewer CRM Auditor Report Windows Internet Explorer Entity Lead z Fields ity Company Name First Name Operation Type Create Delete Update iv Modified by standard User First name Last n rn Date From 1 a Iv NULL Date To Edd v NULL Selected dates for the report to run against F Report Viewer CRM Auditor Report Windows Internet Explorer E E Ems Ai tep Entity Lead T Fields City Company Name First Name Operation Type create Delete Update Modified by Standard User First name Last n Date From 10 1 2009 E NULL Date To 10 31 2009 O NULL Selecting View Report will run the report using the parameters select will product the audit activity r2. CRM Auditor Configuration and User Guide Microsoft Dynamics CRM 4 0 CRM Addins www crmaddins co uk info crmaddins co uk www crmaddins co uk CRM Addins Productivity Solutions for Microsoft Dynamics CRM Info crmadins co uk CRM Addins Productivity Solutions for Microsoft Dynamics CRM Table of Contents Jgirere Ue o p CER eotaeee 3 Document OvervieW T 3 NSM COMPAUDIY Ac 3 CRM Auditor for Microsoft Dynamics CRM 4 0 cc cccccecccceeeeceeeeaeeeeee cece nnne nnne nnne nnn nnns 3 SABIO 1019 MENO ene Senne eer et 3 sisse 9 9 m 3 COTTE R M OO rac ES 4 POPS GUIS Se T 4 Setting CRMAuditor Security Roles 2 0 0 eccccecccseeeceeeeeeeeeseeeeseeeeee nennen nennen nnne nna nnn nnne nns 4 Setting CRM Audit Security Roles cccccccccsscccssecceeeceueeceeesaueeseeseusecaueesaueesseeseusessueesseeeseesseas 4 Summary of CRM Auditor Menu Options lssesssssssesssseseneeennenenene nennen nnne nnn nans nns 6 Details of menu NN T SS A de e EE EE E ETE E T UOT CONNUS Osei E AEAEE EE 10 AUGL EOG reen a E E E
3. Addr Lt Streit 3 create F Locale F pa Talaphona 2 t Talaphon 3 A UPS Zona el a NIE Ss Selecting OK will create the audit and new screen is displayed to allow another audit to be created www crmaddins co uk Info crmadins co uk CRM Addins Productivity Solutions for Microsoft Dynamics CRM Current Configuration This option allows the user to review the current Audit configurations select the current configuration option from the menu on the left This will display the details of the Entities that are being audited and the action that triggers an audit record to be produced Birro Dynamics CRM are m i x Rom Rrimm C erty Harm n dp o amm Canin 31312005 jd dh amani ipse nnam 7 miae Crmaim hima ced Delete NERA b D miri ecata imo a deni create nx k LR mad Cowie bales ferae kd e Linie HH An audit configuration can be reviewed by double clicking on it deleted if it is no longer required or deactivated if the configuration needs to be kept but the actual audit does not need to be taking place at this point in time Standard views are Active and Inactive Audits Nicrmsalr Dynamics CRM prem op iM recie kd d s oh Delete he pela bod tad create ax kl mad Calis xag kd e Liini HTT www crmaddins co uk Info crmadins
4. Arbi r i Pars gi nap ANEN of am e i A Adoring ba ES Ss Bichroravopecsd oiea p fan gs AREE Hapori trr NIEA Copias alot af ariii Km c Repobng eren HII Track popes h A Remot Sarac N Compare t E ii m Reet erem DADOS Track the Ores ard Shee of cwn km Reporting Sanc 2 2009 jure tha pattern T capa Eii Renting garain 105909 Conpant hoa viu SMES Dui oe Nm Bapeeimp unn OGIOQOMNOS N Acie ert b a i Repotgsac HURRA ems i mib n de inae pee r Aoig Servic Oo ane yur ecco rece E Repon sena 119008 Torpe quur lea ees k Rpexting rie EH dei p arcpurim Foul hare ret ben kim Reet Sec 3 Vjerriity canes Ghat lore nor een 3 kr Rapcrhnpunve xxm kiaia mada that hares ret bem ca k Iu Repobng senec lod vea pigia pnd iile iens i m Aroi arc ioe Pars product Sai gw ued by ar ac Ia Aa ener IEA Ay Ba dat bre ee Ae Li ir Aiport HAc Io fun a quale ed i ie dara m Aini menn A inier tcd past sales e eTA E md a Deren Haneehentacac T cunc arta noH km eai ran Ls lr 17 ech d di Doge b DE 4 E Running the report allows a number of options to be selected www crmaddins co uk Info crmadins co uk CRM Addins Productivity Solutions for Microsoft Dynamics CRM Entity lt Selecta Value Fields iv Operation Type iv Modified by Date From Ha v NULL Date To eg 4 NULL The entity that the report is to be run against f Report Viewer CRM Auditor Report Windows Internet E
5. when selected open the record Selecting the Open modified record button will open the CRM record that the audit relates to a 2 3 E 7 iaa i un T Lir I i Lame Hujer d Eiir sjn p eal Wedfedin tects sr PTT PE BEN ad dew i Lead Andrew Cencini 9 S Intormat n Derlaia Au E X Brem Dee derer we Toc Hare rira opened dur pur humum jus Prat liar anre mhiipizr Ww Last Hares Canon hb TO Furcha a Scots Raring Curencs zm Conbact afre fra usa DbwcHee ped rE E nt ee Eu LT Mirum A Fat TL AIT cr wp 3 Page 1 k r M Moe a a Selecting the field changes option in the menu on the left will display the detail of the fields that are included in the audit and the changes that were made www crmaddins co uk Info crmadins co uk CRM Addins Productivity Solutions for Microsoft Dynamics CRM Bin She Ae Lele F iulia P abt Header Anda Crncini la PEPERIT NINE a ee Oi m mm Do Bail ae create Herva alae The fields that are included in the audit are listed The date the change took place The New value of the field The Old value of the field Running the Audit Report As part of the installation a standard report is installed into the CRM reporting system qiie ceeaimaeet More Arbona Po rej Reppr ngSerec 1 Verris patterns in tog re enue pen Le Ej
6. M 4 deployment e You can track changes within both standard and custom entities e You can track create modify and delete changes at the field level e Easy to use e Stores results in a custom entity e Full standard CRM views and reporting are available e Utilises standard CRM security to enable access of the Auditor data e When did that piece of information change e Who made the change e What was the previous value Use CRM Auditor to provide a detailed audit trail for compliance management and verification of data integrity Reporting CRM Auditor is fully integrated with Microsoft Dynamics CRM 4 and a standard flexible report is delivered as part of the installation process Additional CRM Auditor reporting is left to the client to define and implement as required www crmaddins co uk Info crmadins co uk CRM Addins Productivity Solutions for Microsoft Dynamics CRM Configuring CRM Auditor Pre requisites e Installation has been completed The user doing the configuration has been assigned the Crm Auditor Admin security role e All users have been assigned the Crm Auditor User security role Setting CRMAuditor Security Roles Setting CRM Audit Security Roles Security roles are assigned in the normal manner within CRM via the Administration section within Setting Select users select the user you wish to add the security role to and select manage roles an example is shown below J ee osi dad naue Wnr
7. Trpo ed bai i Paboroead Dyas Lure vt wl ppseembee uq od Tka ylsemiDeRTE RECO os ioo Micrasatr Dyr E em Euer 5Eandaeri User Roles maragtas d a Reet Rois zm hone Burana iret S kente EL pih Sas nip Robe hccagenmen EN rmt IIT Manage User Robes Cg Wrrifcren Vel rales made ype be ppp s i rhe 3 Leer peau hime Orgad Crear Fa Har Eurien Lire IL taraia tinn Manager Darsa orpurm 1 a cerno Drm ductor Acre Taree rears Perion arap E Or mtir lire DeTylfmpany I ran Manage Darmg rapar D Durizewr Service Flap eri Darsocprmpeann Marbig Marge Dars3creara UO bitei Primera ha caet msee Taa T Sai haragi Derogar m LIS Li Visi a n erm Y TIT ims dy Mut Sriti l c d amieta DE E a ifisest C4 E EN B Ceteris CRA A het Dinan CR i Reaper eee CRM d Unus Mandard User www crmaddins co uk Info crmadins co uk CRM Addins Productivity Solutions for Microsoft Dynamics CRM amp Information amp Teams Te a Boles Business Unit a Work Hours Cg Workflows P Orginal Owner DemoCompany Service 8 en Services uh Resource Groups G Microsoft Dynamics CRM www crmaddins co uk Info crmadins co uk CRM Addins Productivity Solutions for Microsoft Dynamics CRM Summary of CRM Auditor Menu Options Menu Item Purpose Create Audit Allow the user the select
8. blish an I create Freight Tarmi T tedan Address 1 ET Latibuda ES peer Largituda Prin Consect HB Shipping Method State Priv nica i Talaphone 2 Cusine Relabonstip Talphone 3 Discount UPS Sore FEET DT T iy Re tocadienrane fae ire Once the Entity is selected the available attributes for auditing are displayed all attributes that are on a CRM form will be displayed in the Attribute list Attributes are selected by clicking on one or more of the Attributes using standard windows selection The select process is made using the standard Windows selection options using the Ctrl or Shift keys in association with click the left mouse button to select the item in the list Once the seelction has been made clicking on the double arrows that point to the right will move the attrributes that have been seelclted intot eh Selected column of the screen Resulting in the following selection of filed that will be audited www crmaddins co uk Info crmadins co uk CRM Addins Productivity Solutions for Microsoft Dynamics CRM Ad ress 1 Country Region Address 1 County Address 1 Fuk Address 1 Freight Tarmi Adde i Ei 1 Talaphong 2 Address i Talephona 3 Address i UPS Aone eaa ic C aL The next step is to select the action that will be audited for this example we want to know when the fields are created updated or changed by a user
9. co uk CRM Addins Productivity Solutions for Microsoft Dynamics CRM Audit Log Selecting the Audit Log option will display all of the audit logs that have been created Available views are Active and Inactive Audits custom views can be created as required NY artem Du Marah Dynamics CAM lp wem axe acus F E I e erre LLLL OCEEELLU CLLLLLLLU GZA1 ere oo GS BOOK reme PET Ta lr G alirsan tinrin mad Dprahr Frxnam Lan Mao d Andrew Cenni ex lieit Argh Letra SSS Jy Sened ber inad Upcatr pmm Laprur 1162802082 d Bon pea wsi Lpdabe Grgt pes ata Xin Jj mum dobre ET EI Soto Laub nur Ee A Grom bmi ipie Bims USA Qo Chere riam PT prata Fyxtramm Larrar 20 24 2008 d Getrag end ipd Eire jin HET d Cha Sera wa Jevatu utinam ine Ee ae d CenedThonpeon ied ideie Beste Lote DA J Cer anGabring mad E Pct ners Laster 30 25 2000 ld Dehe ead idie Fwatruwwe Luins HA Selecting an audit record by double clicking on it will display the details of the audit Ain bead alui xl La eb ater ard doe kp b aise B Grae QU uy Ache mx E in Aud Header Anda imeni rok LEP Information J eima Femmy abaa aree en Entity Ty rar js Hiker Ercn d SERIE LL Le da 11 3322 2E T1 0403 Cu Worin jy Feki Changes mpy MeciwdBy E purrere us one E The audit record informatio
10. eport www crmaddins co uk Info crmadins co uk CRM Addins Productivity Solutions for Microsoft Dynamics CRM Operate Troe pons Die ge Led e Metin ae Fast rese Last n Se demas fias Em mri Bem din SET Earn Agen Ligdaied Glenn Liedated FEI rama Lacr naria TIE TOS 1D 172 34 A Fimi namo L ri nama L us ae Manette Cul Fiai rere Last rimi 1D252DJ5 1D 02 35 AM First nami Lari nami 0 D Fizi nane Last iama TRE ZS 1D 02 37 ah Fist iaie Lai one M a ee H lga Has Fiai name Last ipie 1DZB2BIB3Dn2z37 AM Fimi nam Leri name ERR em Lead Edna Bangin Firzi name Lact niii Update AD2EZDBIB TD 02 3B AM Fist nami Leri nma xj It is possible to drill down into a specific record when the mouse pointer turns into the standard internet explorer activity hand Teik Bite Corm Maree First aee Carnie Tre GPTEDTNTIU Medi Earder Caer Frst rene laci du lt duum Mr m f wir e ux a neben re a i v meam EMEN nam ree Wee Bice DESI Epin Eresi iterna Bealo ea 1 fab m i Se b 5 mm e Taie d aed Leat eara Hadaled Giera Upelabedd E patermritoR www crmaddins co uk Info crmadins co uk
11. ibutes that have been seelclted intot eh Selected column of the screen Resulting in the following selection of filed that will be audited Micrasalr Dynamics CAM Oeh flew Regard Ge Ta Toute Hreini p r Her ee BOE OFT PEERE LUAM ath boise ai fed Acenunt Hii Sides 1 Cify Address 1 Ms Ades Lt Street 1 Adidas l1 Street 2 PEERS Addens D Strout 3 gt Counting Regin Caunty DENS 1 Fraighe Tarmi aea Toca DE owe r Latibuda pas T Delete Largh I ise t Fest Offa Bix Friman Ciac Hb gt Shipping Method Srate Pris rec Iri J 1 Talaphong 2 Taliphona 3 t UPS zen Cusinme Relebonship Disco nt EM 07 7 ae ae AIRES s The next step is to select the action that will be audited for this example we want to know when the fields are created updated or changed by a user www crmaddins co uk Info crmadins co uk CRM Addins Productivity Solutions for Microsoft Dynamics CRM iot Addin 1 Sit 3 Cauniry Aegir gt Sour Foe Le Fraight Tanne DE ETE Latibuda E 1 Lorg bida Peat Offic Bax r Primary Contact Hh Shipping Mathes Stata Province 1 Talaphona 2 Take 3 UPS Zone EFT T T REH bai a DRIN x Selecting OK will create the audit and new screen is displayed to allow another audit to be created Reviewing an Audit Audit transaction review is carried out by selecting the Audit Log option will d
12. isplay all of the audit logs that have been created Available views are Active and Inactive Audits custom views can be created as required MWacrosotr Dynamics CRM ELE Basel Erti Hy Vies Id An DIESE mu iux Brai hasa Hd aun Bed range nca re M i fa fe fup hase lup fb Saat miu Doubs RAF ETT Mimi j ex Updsie Fitna Lota SUK aa EI Lean Putnam Lang 11528 E a wsi ipie Bret ies eras HDA tT E E i oaa Gat eres a 316230300 p end ipdeiz Bree iios EAA ro ia priata Bme OOR kd ed Update Fret ripest HA E FT Chm iari E T Upra mio Se ee k P Ceres Themen id iih Ene pete qe p O Durango insi Opdam Doim 20 28 2009 kd Dadih ead Leckie Fratres Lact Selecting an audit record by double clicking on it will display the details of the audit www crmaddins co uk Info crmadins co uk CRM Addins Productivity Solutions for Microsoft Dynamics CRM TRU Auk Header Anders Crmcmi Jc Information ar Ertiy Ta v mili Ern d 255p 139 5 Lc da 11 2334 3H T1223 Fy MedfedBy Gest ree Laci nme The audit record information tab displays The entity that is being audited The attribute that is being audited The action that was carried out The system GUID this would be used by a system administrator for in depth analysis if required The date that the modification took place The user that made the change A URL that will
13. mee rT E E E 11 POI ON MER RH E E cio Sees Sere EE E E E 1 13 Assigning CRM Audit Security roles ssssssssssssessseseesee nennen nennen nnne rne nnn anna nnns rns 14 EQUIP ATOAN RR Rm 14 DUE SUASIT H 14 Bees MM T E 15 Creating and Activating an Audit eesseeessssssssssssssseeeesen nennen nennen nennen nnns rna nn nnns 15 Reviewing an AUCI MT 18 Running the Audit Report viosecasentenscenesadededecemectdancentedesubecietecudadasencbacndesuortadosunenedacudetesesebesetecaartedetueeesdes 20 www crmaddins co uk Info crmadins co uk CRM Addins Productivity Solutions for Microsoft Dynamics CRM Introduction Document Overview This document details the steps required to install and configure CRM Auditor for Microsoft Dynamics CRM 4 Version Compatibility CRM Auditor is designed to be run within a Microsoft Dynamics CRM 4 environment and this document assumes that a CRM 4 environment is being used For details on other version compatibility please email info crmaddins co uk Full support of all versions of MSCRM 4 Workgroup Professional and Enterprise both 32 and 64 bit deployments CRM Auditor for Microsoft Dynamics CRM 4 0 Auditing CRM Auditor is an integrated Addin module that allows you to track field level data changes throughout your Microsoft Dynamics CR
14. n tab displays The entity that is being audited The attribute that is being audited The action that was carried out The system GUID this would be used by a system administrator for in depth analysis if required The date that the modification took place The user that made the change A URL that will when selected open the record Selecting the Open modified record button will open the CRM record that the audit relates to www crmaddins co uk Info crmadins co uk CRM Addins Productivity Solutions for Microsoft Dynamics CRM Nicrmsolr Oynarni Entity Ta ina JEJE II Eepet A idee E ae ee e er T PETRE Selecting the field changes option in the menu on the left will display the detail of the fields that are included in the audit and the changes that were made P Bank Header Anders Crncini E Field Changes Detske ee e ial m o x Jum En se Etica Revel The fields that are included in the audit are listed The date the change took place The New value of the field The Old value of the field www crmaddins co uk Info crmadins co uk CRM Addins Productivity Solutions for Microsoft Dynamics CRM About Audit Selecting the about option from the Audit menu will display the details of Licensing for the Audit installation The organisation that is licensed to use the product and the date that the installation took place Microsalr Cynamics CRM iE Crusta
15. nude IB rest ig 1 Orrar Configuration TE MIC nT S Ma aal mp hisi F arm Cranial On rrr A m S i e p a ay aiT F in AMauikt Sa bupc Delas utum Dernobarmagany E Information n Hare Deni setut Dese Conan e eaa bo Cire Orgun Edig E r Loerie QROHT pha e e Bg re Lr im i E e 75 L7c edd Kod brake F Leet Sef be a E 7 1339079495 FRI FESO TELE THER 34 MERSEEQE LER 2 FATO 21 0EDETVHCNVEADI DIOLEE THE L 4HrDTIIAFrUEZDOHSCI m www crmaddins co uk Info crmadins co uk CRM Addins Productivity Solutions for Microsoft Dynamics CRM Assigning CRM Audit Security roles The final step in the configuration process is to allocate security roles to the CRM Users This activity is accessed through the standard CRM interface and will be carried out by going into the settings are and then into the user are of the system and then for each user selecting manage role and selecting the appropriate CRM Audit role for each user The security roles will automatically be loaded into the CRM System CRM Audit Admin This role will be assigned to the user CRM administrator and give full access to all elements of the CRM Audit areas and this user will create and maintain the elements of the crm system that are being audited CRM Audit User This role will be assigned to all users in the system and will allow the user to view their audit transaction and run the a
16. the entity attributes and action that will audited Standard and Custom Entities can be managed by CRM Auditor Audit Log Allows the user to see an on screen list of all of the audit actions that have been recoded Current Configuration Allows the user to see on screen a list of all of the audit configurations that have been created Opening a configuration will display the selections that have been made for particular Audit record About Display the licensing information for the installation Publish Commits any changes made to the Audit environment and activates the settings within the CRM Auditor module www crmaddins co uk Info crmadins co uk CRM Addins Productivity Solutions for Microsoft Dynamics CRM Details of menu items Create Audit This option is used to build one or more audit rules The rules are based on the Entity that is to be audited the Fields that are to be audited and finally the action that will trigger an audit record being created Selecting Create Audit will display the following screen Miicrasatr Dynamics CRM Audit Heidar F crine E E Camaaipn T peete Cusinme Relebonship Disco nt EN 31 WE a AIRES n Selecting an Entity will then display a list of Attributes or Fields that are part of the Entity shown below www crmaddins co uk Info crmadins co uk CRM Addins Productivity Solutions for Microsoft Dynamics CRM Microsalr Dynamics CAM EJ Pu
17. udit report for their transactions www crmaddins co uk Info crmadins co uk CRM Addins Productivity Solutions for Microsoft Dynamics CRM Using CRMAuditor Once CRM Auditor is configured that is very little user intervention required End users continue to use the Microsoft Dynamics CRM system in the way they always have Reports can be run by users from the CRM reports menu The main use of CRM Auditor will be data validation and integrity checking and this will be by allowing the Audit Manager to review changes to data over a period of time Using the CRM Auditor report the Audit Manger will make a number of selections as follows Entity to report on The attributes to report on a filter will allow the selection of one or more entities to report on Type of action to report on a filter will allow the selection of one or more action create update delete The user to report on a filter will be available to allow the selection of one or more users The data range for the transaction to be reported on this will allow transaction that have taken place between 2 dates to be selected leaving these empty will produce a report of all transactions that met the earlier selected options The report can then be run and the data viewed on screen or exported for additional analysis in the formats available as standard with Microsoft Dynamics CRM Creating and Activating an Audit The process for creating and activation and audit is described belo
18. w You may create one audit operation for each entity Create Update Delete This option is used to build one or more audit rules The rules are based on the Entity that is to be audited the Fields that are to be audited and finally the action that will trigger an audit record being created Selecting Create Audit will display the following screen www crmaddins co uk Info crmadins co uk CRM Addins Productivity Solutions for Microsoft Dynamics CRM Mee eee Nircmosalr Dynamics CRM Selecting an Entity will then display a list of Attributes or Fields that are part of the Entity shown below Harcosok Dynamics CRM Address L Country Region Aides 1 County um i Address i Takphon 2 Address 1 Talaphona 3 i Address i UPS Fone i Once the Entity is selected the available attributes for auditing are displayed all attributes that are on a CRM form will be displayed in the Attribute list www crmaddins co uk Info crmadins co uk CRM Addins Productivity Solutions for Microsoft Dynamics CRM Attributes are selected by clicking on one or more of the Attributes using standard windows selection The select process is made using the standard Windows selection options using the Ctrl or Shift keys in association with click the left mouse button to select the item in the list Once the seelction has been made clicking on the double arrows that point to the right will move the attrr
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