Yesterday, I got an call from a client who recently went live with a system we built.  Some of their user’s security roles were getting removed and they wanted to find out what’s going on.

Dynamics 365 (CRM) can record association and disassociation of security roles of a user as part of the OOTB Auditing capability.

Here are the instructions I provided my client to resolve the issue.

Enable Auditing

First step is to make sure Auditing feature is still enabled as we have configured.

Navigate to Settings > Administration > System Settings
Click Auditing Tab

Under Audit Settings, tick the Start Auditing checkbox

If you would like to monitor user access, tick Audit user access checkbox as well.

Click OK.

Enable Auditing
Enable Auditing

Enable Auditing for Security Roles

Next step is to make sure Auditing is enabled for Security Roles entity.

Navigate to Settings > Customizations > Customize the System

New Window opens

Expand Entities from the left pane

Click on Security Roles entity (Please wait for few seconds for it to load)

Tick Auditing checkbox.

Click Save.

Click Publish.

Enable Auditing for Security Roles
Enable Auditing for Security Roles

Viewing Audit Logs

Finally, to view the audit logs,

navigate to Settings > Auditing > Audit Summary View

You’ll see the list of audit entries

Double click to open the record to see more details.

View audit logs summary
View audit logs summary

Thank you for visiting

Until next time..

Dynamics 365 (CRM) – Enabling Auditing to monitor User’s Security Role changes
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