CRM 2011 – Great article on Auditing Best Practices

There is an excellent article on auditing on best practices on auditing.

Auditing is one of best enhancements in CRM 2011 and one which lots of users were asking for.  If you used CRM 4 you might have used the good CRM 4 audit plugin which I blogged about here or you may have created your own version of auditing by creating a new entity on the update event.

So when auditing was included out of the box it was cheers all round.   When you use CRM 2011 and find yourself adding loads of entities you can forget whether to tick or untick auditing.

You can read the full article here, it’s a great article and I recommend reading it.  It makes some great points, this one I found particularly interesting. I never knew you could delete the audit logs.  The gist of the article is make sure you think about what to audit e.g. don’t bother with read only values, don’t bother with data you don’t need to track.  Trim down what you are auditing to the vital information.

 4. Delete Old Logs entries. Audit logs use disk space. The more activity the system has on audit enable entities, the more logs and thus the more disk space will be used. There is no need to keep audit logs indefinitely. CRM 2011 allows an administrator to delete auditing in batches.  Each batch is a calendar quarter.   Determine the time frame to keep audit logs and incorporate into a process deleting old entries.

Audit log managed is located in Settings / Auditing / Audit Log Management

Then select the batch to delete.

Currently the only option to delete is by calendar quarter.  However, via custom code or potential in future enhancements, deletion of audit log by entity or more granularly can be accomplished.



There are also some interesting FAQ at the bottom and auditing doesn’t slow down your CRM system, I’m guessing it must be done using the ASYNC service then.

It raises the question about storage and I was discussing this with someone today, does all the rows to the ASYNC table also count against your storage? reading the audit answer below I guess it would

3. Does audit data count against my CRM storage quota?

Yes it does.  That is why we recommend deleting audit data on a regular basis as part of a yearly maintenance.  Finding out how much disk space your audit data is taking is very simply.  Simply navigate to Settings / Auditing / Audit Log Management.

4. Can I audit just changes done by a couple users?

Auditing is turned on or off based on the entity or attribute.  If auditing is only desired for a couple users custom code is needed.












2 thoughts on “CRM 2011 – Great article on Auditing Best Practices

  1. ann0906 February 13, 2012 / 8:22 pm

    why do some logging are duplicate in Audit?
    there’re new and last field value are equal (user havn’t changed entity but logging are in Audit).


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