Book Image

Microsoft Dynamics CRM Customization Essentials

By : Nicolae Tarla
Book Image

Microsoft Dynamics CRM Customization Essentials

By: Nicolae Tarla

Overview of this book

<p>Dynamics CRM is Microsoft's answer to customer relationship management. The platform's flexibility allows system customizers to enhance its functionality to map any kind of business and scale to any size.</p> <p>Through this practical guide, you will develop a vital and holistic understanding of the key features of Dynamics CRM. You will work with entities within the existing modules, learn how to customize and extend entities, and explore how to create logical relationships between them. You will also look at business rules and business process flows and learn how to use these features to enforce and visually enhance user experience. Furthermore, you will customize business entities without using code and cover the new features in Dynamics CRM. By the end of the book, you will have acquired new marketable skills in developing software for businesses running Dynamics CRM.</p>
Table of Contents (13 chapters)
Microsoft Dynamics CRM Customization Essentials
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Auditing


Dynamics CRM allows extensive auditing down to the field level. This can be enabled on any organization. Careful attention should be paid to how much you need to audit, as this can have a negative impact on both performance and data storage. The more you audit, the more space you will require for the audit logs. The following screenshot shows the Audit window with all it's features:

In the Audit window, you have options to globally enable or disable auditing, configure auditing at the entity and field levels, and manage and review the audit logs.

The Global Audit Settings option is where you can enable or disable auditing as well as configure auditing for the main modules in the system. This takes you back to the System Settings section, which you reviewed earlier in the chapter.

The Entity and Field Audit Settings option takes you to the configuration of the default solution. Here, you can go to each entity and manage auditing settings.

The Audit Summary View option presents the audit...