Auditing User Logons with Microsoft Dynamics 365 / Dynamics CRM

Microsoft Dynamics 365 Technical Article

Article sections

    Summary: An article to advise users on how to use the auditing facility in Microsoft Dynamics CRM
    Article Type: Information / Troubleshooting / Support
    Related Product(s): This article relates to the following products:

    • Microsoft Dynamics CRM
    • Microsoft Dynamics 365
    Related Articles: None

     Summary

    The ability to track when and how often users log in to Microsoft Dynamics CRM can be done as standard with the auditing facility provided.

    Setting up the Auditing Facility

    Click the Microsoft Dynamics CRM logo and select the Settings work area.

    Access the System Settings and select the Auditing Tab.

    Ensure that you check the box Audit user access.

    In the System Settings, Audit User area, Ensure that the User Access box is checked in Microsoft Dynamics CRM.

    In the System Settings, Audit User area, Ensure that the User Access box is checked.

    How to View the Logs

    On the Navigation bar select Settings and then scroll to the right until the Auditing tile is displayed and select it.

    Select Settings, then the Auditing Tile in Microsoft Dynamics CRM

    Select Settings, then the Auditing Tile

    Select the Audit Summary View feature from the options presented.

    Select the Audit Summary View from the Options Presented in the Settings in Microsoft Dynamics CRM

    Select the Audit Summary View from the Options Presented

    This will display all the audit logs. Alternatively, you can use the Filter option to review just specific records e.g. User Audit Logs

    User the Filter tool to view just the Audit User Log within Microsoft Dynamics CRM

    User the Filter tool to view just the Audit User Log

    Note: This is for Microsoft Dynamics CRM 2013 only. Please read this article for advice on setting up audit user logons for Microsoft Dynamics CRM 2011.

    Related Information:
    in MicrosoftMicrosoft Dynamics CRMSupportTroubleshooting
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