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Auditing of Security Role in Microsoft Dynamic 365 CRM with Enhanced UI

We are already familiar with the Auditing feature, which enables us to track user access to the system, monitor updates made to specific columns, retrieve previous column values before updates, identify record deletions, and much more. Audit logs can be viewed in the Audit History tab for a single record and in the Audit Summary view for all audited operations within a single environment.

For the Security Role Entity, viewing audit history from the security role entity record itself was not possible till now. However, with the recent release, Microsoft added a button called Audit Report on the security role entity as well using which, you can easily view logs from the security role entity itself.

Security Role in Microsoft Dynamic 365 CRM

But if you have not enabled Audit Reporting and Auditing for the Security Role table, you will end up with the below error on clicking of Audit Report button-

Security Role in Microsoft Dynamic 365 CRM

To enable Audit Reporting, navigate to Settings > Under Audit and logs, click on Audit Settings, and check the Start Auditing checkbox as shown below-

Security Role in Microsoft Dynamic 365 CRM

To enable Auditing for the Security Role table, in the Security role entity table properties, check Audit changes to its data checkbox as shown below-

Security Role in Microsoft Dynamic 365 CRM

After that, if you again refresh the Audit Report page, you will no longer see the error notification, and whatever changes you made in the security role table record, you will start seeing audit records for the same.

User Adoption Monitor

Below are a few examples-

Security Role in Microsoft Dynamic 365 CRM

For more details, you can click on the Event column link. For example, on clicking Replace privilege in the Role event, we can see what privileges have been changed.

Security Role in Microsoft Dynamic 365 CRM

Conclusion

Thus, the Audit Report feature on the Security Role table in Dynamics 365 provides valuable insights and enhances the overall security management process by identifying any unauthorized modifications.

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