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$periongr.comPage +
http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/8/9/2019 MS Dynamics CRM Module-7(Configuring Auditing and Configuring Solutions)
2/19
Contentsditing .........................................................................................................................
How to Enable or #isable diting in "S #$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$periongr.comPage 9
http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/8/9/2019 MS Dynamics CRM Module-7(Configuring Auditing and Configuring Solutions)
3/19
Auditing :
"icroso!t #$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
http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/8/9/2019 MS Dynamics CRM Module-7(Configuring Auditing and Configuring Solutions)
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$stem Settings window opens to the diting tab. %hec' the Start
diting bo* and clic' /
8/9/2019 MS Dynamics CRM Module-7(Configuring Auditing and Configuring Solutions)
5/19
Step 3 :o will see other options here, sch as Cdit ser accessC. This ma$ 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.
www.bispsoltions.com www.bisptrainigs.com www.h$periongr.comPage 2
http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/8/9/2019 MS Dynamics CRM Module-7(Configuring Auditing and Configuring Solutions)
6/19
!ie+ing Audit Data :
Step & :In the >avigation Pane, clic' Settings. Then nder S$stem, clic' diting. In
the dit area, clic' Audit Suar !ie+.
Step 2 :Here $o can see all dit Smmar$ 1iew data.
www.bispsoltions.com www.bisptrainigs.com www.h$periongr.comPage 3
http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/8/9/2019 MS Dynamics CRM Module-7(Configuring Auditing and Configuring Solutions)
7/19
0na#ling or Disa#ling Auditing on Specifc /usiness Areas :
Coon 0ntities :%ommon Entities chec' bo* is selected b$ 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 $o select or clear this
chec' bo*, aditing is started or stopped !or the !ollowing entities %ase, Service, and
%ontract.
www.bispsoltions.com www.bisptrainigs.com www.h$periongr.comPage 6
http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/8/9/2019 MS Dynamics CRM Module-7(Configuring Auditing and Configuring Solutions)
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
#$namics %&" /nline.
Step & :In the >avigation Pane, clic' Settings. Then nder S$stem, clic' diting. In
the dit area, clic' Global dit Settings.
Step 2:Select the dit 4ser ccess chec' bo*.
0na#ling or Disa#ling Auditing or 0ntities :
Step & :In the >avigation Pane, clic' Settings. Then nder S$stem, clic' diting. In
the dit area, clic' Global dit Settings.
www.bispsoltions.com www.bisptrainigs.com www.h$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/8/9/2019 MS Dynamics CRM Module-7(Configuring Auditing and Configuring Solutions)
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 $o can chec'ed or nchec'ed diting nder #ata services.
www.bispsoltions.com www.bisptrainigs.com www.h$periongr.comPage 8
http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/8/9/2019 MS Dynamics CRM Module-7(Configuring Auditing and Configuring Solutions)
10/19
0na#ling or Disa#ling Auditing or 6ields :
Step & :In the >avigation Pane, clic' Settings. Then nder S$stem, clic' diting. In
the dit area, clic' 0ntit and Audit Settings.
Step 2 : E*pend entit$, 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
http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/8/9/2019 MS Dynamics CRM Module-7(Configuring Auditing and Configuring Solutions)
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$periongr.comPage ++
http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/8/9/2019 MS Dynamics CRM Module-7(Configuring Auditing and Configuring Solutions)
12/19
Step 9 :In the Edit "ltiple 7ields dialog bo*, in diting, clic' Enabled or #isabled
respectivel$, %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
http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/8/9/2019 MS Dynamics CRM Module-7(Configuring Auditing and Configuring Solutions)
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.
www.bispsoltions.com www.bisptrainigs.com www.h$periongr.comPage +
http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/8/9/2019 MS Dynamics CRM Module-7(Configuring Auditing and Configuring Solutions)
14/19
Step 3 :%lic' on >e*t btton.
Step 8 :%hec'ed chec' bo*, then clic' on .e;tbtton.
www.bispsoltions.com www.bisptrainigs.com www.h$periongr.comPage +0
http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/8/9/2019 MS Dynamics CRM Module-7(Configuring Auditing and Configuring Solutions)
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.
www.bispsoltions.com www.bisptrainigs.com www.h$periongr.comPage +2
http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/8/9/2019 MS Dynamics CRM Module-7(Configuring Auditing and Configuring Solutions)
16/19
Step 2 : Select soltions, then clic' on 0;portbtton.
Step 3 : %lic' on >e*t btton.
Step 8 :Select settings, then clic' on >e*t btton.
www.bispsoltions.com www.bisptrainigs.com www.h$periongr.comPage +3
http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/8/9/2019 MS Dynamics CRM Module-7(Configuring Auditing and Configuring Solutions)
17/19
Step 9 :select Pac'age t$pe, then clic' on >e*t btton.
Step < :Select Sorce %&" version, then clic' on E*port btton.
Step 7 :It E*port all in!ormation in .ip !older. see below.
www.bispsoltions.com www.bisptrainigs.com www.h$periongr.comPage +6
http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/8/9/2019 MS Dynamics CRM Module-7(Configuring Auditing and Configuring Solutions)
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.
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/8/9/2019 MS Dynamics CRM Module-7(Configuring Auditing and Configuring Solutions)
19/19
Step 8 :%lic' on 'portbtton.
Step 9 :!ter then $o got sccess!ll$ installation message, then $o can Do+nload
5og 6ile, "u#lish All Custoiations, a!ter then clic' on Closebtton.
www.bispsoltions.com www.bisptrainigs.com www.h$periongr.comPage +8
http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/http://www.bispsolutions.com/http://www.bisptrainigs.com/http://www.hyperionguru.com/