Microsoft Dynamics CRM Online Help

View audit summary of records

Can I do this task?

For each entity for which auditing is enabled, the audit summary shows the change details of all records that are audited in a chronological order, starting from the recent ones.

  1. In the Navigation Pane, click Settings. Then under System, click Auditing.
  2. In the Audit area, click Audit Summary View.
  3. The following table shows various tasks that you can perform on the Audit Summary View page.

    Tasks

    Required Steps

    See when the user logged on to Microsoft Dynamics CRM Online

    1. Click Enable/Disable Filters.
    2. On the Operation column header, click the Filter button dropdown filter.
    3. Select Access, and then click OK.

      The entries User Access via Web and User Access via Web Services in the Event column specify whether a user accessed Microsoft Dynamics CRM Online through a Web page or Outlook, or programmatically.

    See when auditing was enabled or disabled for user access

    1. Click Enable/Disable Filters.
    2. On the Event column header, click the Filter button dropdown filter.
    3. Select User Access Audit Started or User Access Audit Stopped, and then click OK.

    See the changes made on a particular date

    1. Click Enable/Disable Filters.
    2. On the Changed Date column header, click the Filter button dropdown filter.
    3. Click one of the default date filters, and then click OK.

      - OR -

      Click Custom Filter, specify the filter criteria, and then click OK.

    See the records on which a particular action was performed

    1. Click Enable/Disable Filters.
    2. On the Action column header, click the Filter button dropdown filter.
    3. Under Custom Filter, select the check boxes for the actions that you want to see, and then click OK.

    See the changes done by a particular user

    1. Click Enable/Disable Filters.
    2. On the Changed By column header, click the Filter button dropdown filter
    3. Click Custom Filter, specify the filter criteria, and then click OK

      - OR -

      Click Filter by specific Changed By, and in the Look Up Records dialog box, search and select users, and then click OK.

    See all the changes done in a particular record

    In the Record column, double-click the record.

    See all the changes made to a particular entity

    1. Click Enable/Disable Filters.
    2. On the Entity column header, click the Filter button dropdown filter.
    3. Under Custom Filter, select the check box for the entity, and then click OK.

    See the records that underwent a particular operation

    1. Click Enable/Disable Filters.
    2. On the Operation column header, click the Filter button dropdown filter.
    3. Under Custom Filter, select the check box for the operation, and then click OK.

      Important

      If you share a record with another user, and if that user has View Audit History permissions on the shared record, the other user will be able to view the changes to the shared record.

Note

If auditing is stopped and restarted at the organization, entity, or field level, any new values prior to stopping the audit will not be used in an audit log or audit history. For example, two days ago the value in the Rating field is Cold when auditing is stopped. Auditing was started today. During the two days without auditing, the value for the field changed from Cold to Warm to Hot. When restarting the audit, the audit history has Cold (the value when the auditing stopped), although the New Values column has a symbol to show you that auditing had been disrupted.

Related Topics

Tracking changes for entity relationships

View Audit Summary

Configure and Manage Auditing

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