Book Image

Microsoft Dynamics CRM 2011 Cookbook

By : Dipankar Bhattacharya
Book Image

Microsoft Dynamics CRM 2011 Cookbook

By: Dipankar Bhattacharya

Overview of this book

Without a comprehensive understanding of deployment scenarios and steps, it is really difficult to install and maintain Dynamics CRM 2011 within complex IT infrastructures. Done badly, it can cause serious future maintenance and optimization issues. Administration of CRM systems is equally complex and important; unless efficiently done, it can create fuss in the system and potentially bring down end user satisfaction. Configuration and customization of the system has to be done very carefully too so that it can meet the functional needs appropriately.“Microsoft Dynamics CRM 2011 Cookbook" is a hands-on guide, providing clear, step-by-step instructions to deploy, maintain, optimize, and administer Dynamics CRM 2011 along with advanced configuration and customization processes, to give us a strong advantage in creating successful CRM applications.This book introduces Dynamics CRM 2011 by describing the important aspects of the system. It will take you through a number of clear and practical recipes from successful deployment, hassle-free maintenance, and effective administration to advanced level configuration and customization techniques.You will learn from a range of deployment and maintenance topics such as how to configure CRM to use claim-based authentication using AD FS, how to enable tracing in CRM servers, how to recover from server failures, and how to optimize server performance. This book will also discuss how to schedule Data Duplication detection jobs, enable auditing, export and import managed/unmanaged solutions, create 1:N, N:1, or N:N relationships between entities, configuring role based forms, adding a new button in the ribbon, SharePoint integration with CRM, and configuring a dialog or workflow.You will learn everything you need to know, from deployment, administration, and maintenance to configuration, integration, and customization for your Dynamics CRM 2011 application.
Table of Contents (18 chapters)
Microsoft Dynamics CRM 2011 Cookbook
Credits
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Preface
Index

Enabling auditing in the Dynamics CRM 2011 system


Auditing is a very important feature offered by Dynamics CRM 2011. Auditing helps administrators to figure how the system is being used. In this recipe, we will discuss how to enable auditing inside the Dynamics CRM 2011 system.

How to do it…

Perform the following steps to enable Global Audit settings:

  1. Log in to the Dynamics CRM 2011 system as a user having rights to view audit summary.

  2. Navigate to Settings | System | Administration | System Settings | Audit.

    Select the following options:

    • Select the Start Auditing checkbox to enable auditing at the system level

    • Select the Audit user access checkbox to start user access auditing. Auditing user access captures the following information only:

      When the user has logged in

      Where the access originated—from the Microsoft Dynamics CRM 2011 web application, Microsoft Dynamics CRM 2011 for Outlook, or SDK calls to the web services.

    • Select Common Entities to start auditing for common entities around Sales, Marketing...