System Settings dialog box - Auditing tab

Applies to Dynamics 365 for Customer Engagement apps version 9.x
Applies to Dynamics 365 for Customer Engagement apps version 9.x (on-premises)

Enable auditing to track changes to your organization’s data and maintain a log of changes.

Open the System Settings dialog box (if it’s not already open)

  1. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.

    Check your security role

    • Follow the steps in View your user profile.

    • Don’t have the correct permissions? Contact your system administrator.

  2. Go to Settings > Administration.

  3. Choose System Settings > Auditing tab.

Settings Description
Audit Settings
Start Auditing Start or stop auditing.
Audit user access If enabled, Customer Engagement apps tracks when the user started accessing Customer Engagement apps and whether or not the user accessed the application by using the web application or Dynamics 365 for Outlook.

Specify to audit specific areas of the product, as described in the following table.

Auditing area Enable the start of auditing for these entities
Enable Auditing in the following areas
Common Entities Account, Contact, Lead, Marketing List, Product, Quick Campaign, Report, Sales Literature, Security Role, and User
Sales Entities Competitor, Invoice, Opportunity, Order, and Quote
Marketing Entities Campaign
Customer Service Entities Article, Case, Client Feedback, Contract, and Service

See also

Audit data and user activity