Home > Uncategorized > Auditing for CRM 4.0

Auditing for CRM 4.0

This is a plugin that I developed to audit transactions in CRM 4.0.  The records that are created are stored in CRM and can be related to the entities in CRM.

Features

  • Audit entities in CRM
  • Show differences with each audit
  • Take advantage of CRM features since the Audit records are CRM entities.
  • Made generic to work with most, if not all, messages in CRM

Messages Tested

  • Create
  • Update
  • Delete
  • Retrieve (Read) – Use caution when using this one.  A read transaction occurs after other messages.
  • Assign
  • SetStateDynamicEntity (Change State)

Download Here

  • Guide
  • Plugin DLL
  • Customization File
  • Source Code

This customization may not be supported by Microsoft and is provided as-is with no warranty.

Categories: Uncategorized
  1. Unknown
    January 16, 2009 at 8:29 pm

    This is great! Much better than what I had been doing with Workflows.The only drawback is that if Duplicate Detection finds a possible dup, the audit record isn\’t created. I haven\’t checked for an error in the logs yet, but I can post that later if there is one.Thanks for putting this together and sharing it with the community.

  2. Antony
    March 26, 2011 at 1:59 am

    I have tried with Retrieve messge of an entity. The audit log record is created 2 times. I thought the plug-in executed twice and used the context.depth == 1 to overcome the problem. but still i am getting the duplication records. Please let me know how to overcome this duplicate record creation.

    • March 26, 2011 at 10:21 am

      The platform is performing those executes after you do an update or create. There is no way around it.

  3. Antony
    March 28, 2011 at 4:58 am

    thanks for your quick reply. Say, I have registered the plug-in for email activity on “Retrieve” Message. When i open the email activity there must be only one audit record as i have not update enything with the record. simply i just open the record and close it. but i am getting 2 records in audit log. Please suggest some way to overcome this.

  4. Antony
    April 7, 2011 at 1:25 am

    Hi Daren, did you get any time to look into that problem with the email activity of “Retrieve” message?

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