MS Dynamics CRM Module-7(Configuring Auditing and Configuring Solutions)

8/9/2019 MS Dynamics CRM Module-7(Configuring Auditing and Configuring Solutions)

1/19

Getting Started with MS Dynamics CRM

Working With MS CRM Module-7(Confguring

Auditing and Confguring Solutions)

Description:BISP is committed to provide BEST learning material to the beginners and

advance learners. In the same series, we have prepared a complete end-to

end Hands-on Beginners Gide !or "icroso!t #$namics %&". The

docment !ocses on basic 'e$words, terminolog$ and de(nitions one

shold 'now be!ore starting "icroso!t #$namics %&")oin or pro!essional

training program and learn !rom e*perts.

Histor:!ersion Description Change Author "u#lishDate

$%& 'nitial Drat Chandra "rakash Shara$%& Re*ie+,& Suit oal

www.bispsoltions.com www.bisptrainigs.com www.h$periongr.comPage +
http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/


2/19

Contentsditing .........................................................................................................................

How to Enable or #isable diting in "S #$namics %&" /nline..................................01iewing dit #ata ..................................................................................................... 2

Enabling or #isabling diting on Speci(c Bsiness reas .........................................3

diting 4ser 5ogin #etails ........................................................................................6

Enabling or #isabling diting !or Entities .................................................................6

Enabling or #isabling diting !or 7ields ....................................................................8

Soltions ...................................................................................................................... ++

E*port the Soltion ................................................................................................+9

E*porting and Importing "anaged Soltions ............................................................+0

E*port the "anaged Soltion and 4nmanaged Soltion........................................+0

Import the "anaged Soltion and 4nmanaged Soltion.......................................+3

www.bispsoltions.com www.bisptrainigs.com www.h$periongr.comPage 9


3/19

Auditing :

"icroso!t #$namics %&" comes with several tools to help $o manage data. /ne o!

these is the aditing !eatre, which allows $o to trac' changes made to data in

#$namics %&". It also trac's each time a ser logs into $or %&" s$stem.

diting records or sers access in an$ application is se!l !or both end sers and

s$stem administrators.

"icroso!t #$namics %&" spports an aditing capabilit$ where entit$ and attribte

data changes within an organi:ation can be recorded over time !or se in anal$sis and

reporting prposes. diting is spported on all cstom and most cstomi:able entities

and attribtes.

Supported or auditing :

dit o! cstomi:able entities.

dit o! cstom entities.

%on(gre entities !or adit.

%on(gre attribtes !or adit.

Privilege-based adit trail viewing.

Privilege-based adit smmar$ viewing.

dit log deletion !or a partitioned S;5 database.

dit log deletion !or a non-partitioned S;5 database.

"icroso!t #$namics %&" S#< programming spport.

dit o! record create, pdate, and delete operations.

dit o! relationships =+>, >>?.

dit o! adit events.

dit o! ser access.

dherence to reglator$ standards.

.ot supported or auditing :

dit o! read operations.

dit o! metadata changes.

dit o! te*t blobs, notes, and attachments.

Data that can #e audited :

%reate, pdate, and delete operations on records.

%hanges to secrit$ roles.

%hanges to the shared privileges o! a record.

dit changes at the entit$, attribte, and organi:ation level. 7or e*ample,

enabling adit on an entit$.

#eletion o! adit logs.

@hen =dateAtime? a ser accesses "icroso!t #$namics %&" data, !or how long,

and !rom what client.

>> association or disassociation o! records.

www.bispsoltions.com www.bisptrainigs.com www.h$periongr.comPage


4/19

/enefts :

nal$:e the histor$ o! a particlar record.

1iew a smmar$ o! ever$thing that changed.

Trac' when a ser accessed %&".

%ompl$ with reglation standards.

nal$:e ser actions in order to improve bsiness processes.

Ho+ to 0na#le or Disa#le Auditing in MS Dnaics CRM

1nline

Step & :In the >avigation Pane, clic' Settings. Then nder S$stem, clic' diting. In

the dit area, clic' Global dit Settings.

Step 2:The S$stem Settings window opens to the diting tab. %hec' the Start

diting bo* and clic' /


5/19

Step 3 :o will see other options here, sch as Cdit ser accessC. This ma$ be

se!l to some organi:ations to determine !reDenc$ o! ser interaction. However, i!

$or sers have the %&" /tloo' client installed, this !eatre is not ver$ se!l. The

reason is that each time $or sers open their /tloo', it will create logs that the$

accessed %&". It will do this even i! the$ did not actall$ navigate to the %&" !older.



6/19

!ie+ing Audit Data :


the dit area, clic' Audit Suar !ie+.

Step 2 :Here $o can see all dit Smmar$ 1iew data.



7/19

0na#ling or Disa#ling Auditing on Specifc /usiness Areas :

Coon 0ntities :%ommon Entities chec' bo* is selected b$ de!alt when $o start

aditing !or the (rst time.

Sales 0ntities :Sales Entities+hen $o select or clear this chec' bo*, aditing isstarted or stopped !or the !ollowing entities %ompetitor, Invoice, /pportnit$, /rder,

and ;ote.

Marketing 0ntities :"ar'eting Entities when $o select or clear this chec' bo*,

aditing is started or stopped !or the %ampaign entit$.

Custoer Ser*ice 0ntities :%stomer Service Entities when $o select or clear this

chec' bo*, aditing is started or stopped !or the !ollowing entities %ase, Service, and

%ontract.



8/19

Auditing 4ser 5ogin Details :

This tas' can onl$ be per!ormed b$ those with S$stem dministrator or S$stem

%stomi:er secrit$ roles, and is sed to trac' when a ser logs on to "icroso!t

#$namics %&" /nline.



Step 2:Select the dit 4ser ccess chec' bo*.

0na#ling or Disa#ling Auditing or 0ntities :



www.bispsoltions.com www.bisptrainigs.com www.h$periongr.comPage


9/19

Step 2 :In the dit area, clic' 0ntit and 6ield Audit Settings.

Step 3 :E*pend Entit$, then select $or entities=$o want to per!orm EnableA#isable

diting?, in General tab $o can chec'ed or nchec'ed diting nder #ata services.



10/19

0na#ling or Disa#ling Auditing or 6ields :


the dit area, clic' 0ntit and Audit Settings.

Step 2 : E*pend entit$, then e*pend Entities=ccont?, the select (eld, then dobleclic' on (eld which (eld $o want to enableAdisable.

www.bispsoltions.com www.bisptrainigs.com www.h$periongr.comPage +F


11/19

Step 3 :!ter then here $o can Enable or #isable diting b$ clic'ing radio btton.

%lic' Sa*eand "u#lish All Custoiations.

Step 8 :o can also start or stop aditing !or more than one (eld at a time. here

chec'ed mltiple (eld, then clic' on Edit btton.

www.bispsoltions.com www.bisptrainigs.com www.h$periongr.comPage ++


12/19

Step 9 :In the Edit "ltiple 7ields dialog bo*, in diting, clic' Enabled or #isabled

respectivel$, %lic' Sa*eand "u#lish All Custoiations.

Solutions :

Soltions in "icroso!t #$namics %&" is a method to let $o grop and manage $or

cstom components !or a particlar set o! !nctionalit$ or release bt remember

soltions are optional, $o dont need to have them and $o can i! $o wish st edit

the de!alt soltion.

soltion is a bc'et where all the cstomi:ation components o! a particlar proect

are stored. %reating a soltion helps in moving these components !rom oneenvironment to another.

Soltions are how cstomi:ers and developers athor, pac'age, and maintain nits o!

so!tware that e*tend "icroso!t #$namics %&" 9F+ and "icroso!t #$namics %&"

/nline.

&% Deault Solution:This is the cstomi:ations o! $or entire %&" 9F++ /rgani:ation.

The ot-o!-the-bo* "icroso!t #$namics %&" so!tware as well as the pre-deplo$ment

cstomi:ations are part o! the de!alt soltion.

$o can edit the #E745T soltion b$ going to

S0'.S Custoiations Custoie the sste.

www.bispsoltions.com www.bisptrainigs.com www.h$periongr.comPage +9


13/19

2% Managed Solution :"anaged soltion is a pac'ed and ser can install it on their

machine. The bene(t o! the "anaged soltion is that, it can be ninstalled i! $o do not

wish to se an$ o! its components an$ more. The deletingAninstalling does not impact

an$ other cstomi:ation in the s$stem.

managed soltion is a (nali:ed soltion that can be distribted and installed. The$

are created b$ e*porting an nmanaged soltion b$ setting restrictions to prevent an$

!rther cstomi:ations.

3% 4nanaged Solution :The beginning state o! soltion is the nmanaged soltion

state. #ring this phase, $o can add, edit, pdate, remove, delete, and test an$ o! the

components o! the soltion.

@e generall$ se the nmanaged soltion dring the development process. n n-

managed soltion cannot be deleted li'e the "anaged soltion.

0;port the Solution :

Step & :In the >avigation Pane, clic' Settings. then clic' on %stomi:ation, then clic'

on custoie the Sste.

Step 2 :!ter then clic' on E*port Soltion tab it available pper side on page.



14/19

Step 3 :%lic' on >e*t btton.

Step 8 :%hec'ed chec' bo*, then clic' on .e;tbtton.



15/19

Step 9 :!ter then e*port all data in .:ip (le. see below.

0;porting and 'porting Managed Solutions :

0;port the Managed Solution and 4nanaged Solution:

Step & : In the >avigation Pane, clic' Settings. then clic' on %stomi:ation, then clic'

on Solutions.



16/19

Step 2 : Select soltions, then clic' on 0;portbtton.

Step 3 : %lic' on >e*t btton.

Step 8 :Select settings, then clic' on >e*t btton.



17/19

Step 9 :select Pac'age t$pe, then clic' on >e*t btton.

Step < :Select Sorce %&" version, then clic' on E*port btton.

Step 7 :It E*port all in!ormation in .ip !older. see below.



18/19

'port the Managed Solution and 4nanaged Solution:Step & : In the >avigation Pane, clic' Settings. then clic' on %stomi:ation, then clic'

on Solutions.

Step 2 :%lic' on Import btton.

Step 3 :Browse the Soltion "anaged or 4nmanaged :ip !older, then clic' on >e*t

btton.



19/19

Step 8 :%lic' on 'portbtton.

Step 9 :!ter then $o got sccess!ll$ installation message, then $o can Do+nload

5og 6ile, "u#lish All Custoiations, a!ter then clic' on Closebtton.


Documents

MS Dynamics CRM Module-7(Configuring Auditing and Configuring Solutions)