{"id":35096,"date":"2023-06-14T15:59:51","date_gmt":"2023-06-14T10:29:51","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=35096"},"modified":"2023-06-14T16:05:29","modified_gmt":"2023-06-14T10:35:29","slug":"auditing-of-security-role-in-microsoft-dynamic-365-crm-with-enhanced-ui","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2023\/06\/auditing-of-security-role-in-microsoft-dynamic-365-crm-with-enhanced-ui\/","title":{"rendered":"Auditing of Security Role in Microsoft Dynamic 365 CRM with Enhanced UI"},"content":{"rendered":"<p>We are already familiar with the <strong>Auditing<\/strong> 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.<\/p>\n<p>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 <strong>Audit Report<\/strong> on the security role entity as well using which, you can easily view logs from the security role entity itself.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-35103\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/1Security-Role-in-Microsoft-Dynamic-365-CRM-1.jpeg\" alt=\"Security Role in Microsoft Dynamic 365 CRM\" width=\"1219\" height=\"339\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/1Security-Role-in-Microsoft-Dynamic-365-CRM-1.jpeg 1219w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/1Security-Role-in-Microsoft-Dynamic-365-CRM-1-300x83.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/1Security-Role-in-Microsoft-Dynamic-365-CRM-1-1024x285.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/1Security-Role-in-Microsoft-Dynamic-365-CRM-1-768x214.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/1Security-Role-in-Microsoft-Dynamic-365-CRM-1-660x184.jpeg 660w\" sizes=\"(max-width: 1219px) 100vw, 1219px\" \/><\/p>\n<p>But if you have not enabled <strong>Audit Reporting<\/strong> and <strong>Auditing for the Security Role<\/strong> table, you will end up with the below error on clicking of <strong>Audit Report<\/strong> button-<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-35101\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/2Security-Role-in-Microsoft-Dynamic-365-CRM.jpeg\" alt=\"Security Role in Microsoft Dynamic 365 CRM\" width=\"1330\" height=\"172\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/2Security-Role-in-Microsoft-Dynamic-365-CRM.jpeg 1330w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/2Security-Role-in-Microsoft-Dynamic-365-CRM-300x39.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/2Security-Role-in-Microsoft-Dynamic-365-CRM-1024x132.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/2Security-Role-in-Microsoft-Dynamic-365-CRM-768x99.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/2Security-Role-in-Microsoft-Dynamic-365-CRM-660x85.jpeg 660w\" sizes=\"(max-width: 1330px) 100vw, 1330px\" \/><\/p>\n<p>To enable <strong>Audit Reporting<\/strong>, navigate to <strong>Settings &gt; Under Audit and logs, <\/strong>click on<strong> Audit Settings,<\/strong> and check the <strong>Start Auditing<\/strong> checkbox as shown below-<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-35100\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/3Security-Role-in-Microsoft-Dynamic-365-CRM.jpeg\" alt=\"Security Role in Microsoft Dynamic 365 CRM\" width=\"894\" height=\"441\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/3Security-Role-in-Microsoft-Dynamic-365-CRM.jpeg 894w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/3Security-Role-in-Microsoft-Dynamic-365-CRM-300x148.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/3Security-Role-in-Microsoft-Dynamic-365-CRM-768x379.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/3Security-Role-in-Microsoft-Dynamic-365-CRM-660x326.jpeg 660w\" sizes=\"(max-width: 894px) 100vw, 894px\" \/><\/p>\n<p>To enable <strong>Auditing for the Security Role<\/strong> table, in the <strong>Security role<\/strong> entity table properties, check <strong>Audit changes to its data <\/strong>checkbox as shown below-<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-35099\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/4Security-Role-in-Microsoft-Dynamic-365-CRM.jpeg\" alt=\"Security Role in Microsoft Dynamic 365 CRM\" width=\"1350\" height=\"470\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/4Security-Role-in-Microsoft-Dynamic-365-CRM.jpeg 1350w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/4Security-Role-in-Microsoft-Dynamic-365-CRM-300x104.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/4Security-Role-in-Microsoft-Dynamic-365-CRM-1024x357.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/4Security-Role-in-Microsoft-Dynamic-365-CRM-768x267.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/4Security-Role-in-Microsoft-Dynamic-365-CRM-660x230.jpeg 660w\" sizes=\"(max-width: 1350px) 100vw, 1350px\" \/><\/p>\n<p>After that, if you again refresh the <strong>Audit Report<\/strong> 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.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/user-adoption-monitor-in-dynamics-crm\/\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"alignnone size-full wp-image-35105\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/Get-visual-reports-of-D365-CRM-user-actions-for-increased-user-adoption-using-User-Adoption-Monitor.gif\" alt=\"User Adoption Monitor\" width=\"700\" height=\"200\" \/><\/a><\/p>\n<p>Below are a few examples-<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-35098\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/5Security-Role-in-Microsoft-Dynamic-365-CRM.jpeg\" alt=\"Security Role in Microsoft Dynamic 365 CRM\" width=\"1182\" height=\"620\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/5Security-Role-in-Microsoft-Dynamic-365-CRM.jpeg 1182w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/5Security-Role-in-Microsoft-Dynamic-365-CRM-300x157.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/5Security-Role-in-Microsoft-Dynamic-365-CRM-1024x537.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/5Security-Role-in-Microsoft-Dynamic-365-CRM-768x403.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/5Security-Role-in-Microsoft-Dynamic-365-CRM-660x346.jpeg 660w\" sizes=\"(max-width: 1182px) 100vw, 1182px\" \/><\/p>\n<p>For more details, you can click on the <strong>Event<\/strong> column link. For example, on clicking <strong>Replace privilege in the Role event<\/strong>, we can see what privileges have been changed.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-35104\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/6Security-Role-in-Microsoft-Dynamic-365-CRM-1.jpeg\" alt=\"Security Role in Microsoft Dynamic 365 CRM\" width=\"514\" height=\"355\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/6Security-Role-in-Microsoft-Dynamic-365-CRM-1.jpeg 514w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/6Security-Role-in-Microsoft-Dynamic-365-CRM-1-300x207.jpeg 300w\" sizes=\"(max-width: 514px) 100vw, 514px\" \/><\/p>\n<h2><strong>Conclusion<\/strong><\/h2>\n<p>Thus, the <strong>Audit Report<\/strong> feature on the <strong>Security Role<\/strong> table in Dynamics 365 provides valuable insights and enhances the overall security management process by identifying any unauthorized modifications.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2023\/06\/auditing-of-security-role-in-microsoft-dynamic-365-crm-with-enhanced-ui\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":11,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[16,18,51,2361],"tags":[2711],"class_list":["post-35096","post","type-post","status-publish","format-standard","hentry","category-dynamics-365","category-dynamics-365-v9-2","category-security","category-technical","tag-auditing-of-security-role"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/35096","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=35096"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/35096\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=35096"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=35096"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=35096"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}