Microsoft Dynamics CRM Online Help

Permissions required for auditing tasks

The following table shows the default security roles required to perform each task, and whether the task can be performed while using the Microsoft Dynamics CRM Online for Outlook offline. Some tasks require special privileges.

Tasks Related to Auditing

Default Security Roles and Required Privileges

Can Task Be Done Offline?

Enable or disable auditing for organization

Security roles: System Administrator

Privileges:

Organization: Read, Write

No

Enable or disable auditing for entities

Security roles: System Administrator and System Customizer

Privileges:

Entity: Read, Write

No

Enable or disable auditing for fields

Security roles: System Administrator and System Customizer

Privileges:

Field: Read, Write

No

Deleting audit logs

Security roles: System Administrator

Privileges: View Audit Partitions

Delete Audit Partitions

No

View audit summary

Security roles: System Administrator

Privileges: View Audit Summary

No

View audit history of individual records

Security roles:

CEO-Business Manager

Customer Service Manager

Marketing Manager

Sales Manager

Vice President of Marketing

Vice President of Sales

System Administrator

 

Privileges:

View Audit History and Read privilege on the record.

 

Related Topics

Configure and Manage Auditing

View Audit Summary

Release Database Space by Deleting Audit Logs

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