Under 'Settings' -> 'System' -> 'Auditing' -> 'Audit Summary View' , how to export the data into an excel spreadsheet? There is no export option. Only Advanced Find that does not help me export the data I want.
Help would be appreciated!
Thanks!
You don't - Microsoft hasn't exposed the export functionality for audit data - potentially because of how it is stored in the database (XML blobs)
If you have development skills, you could use the SDK to retrieve values:
Sample: Audit Entity Data Changes
Otherwise if you are On Premise - you could see about creating a SSRS report.
CRM 2011 - reports on data auditing
This is certainly a commonly identified gap in the Audit Log functionality. Here's a great solution to viewing user audit information. Thank you Brett! If you're looking to extend this his RDL files give you a great head start.
https://github.com/BrettRojas/CRM2011UserAuditReport
My client needed to specifically download the user access portion of the Audit Log, so I combined the two reports into one by adding the [First(createdon)] column to the UserLoginCount report. Then not only do I see when the users last logged on but also get a feeling of relative usage based on number of logons in a given period.
This can be done with the MSCRM Toolkit tool which is available at http://mscrmtoolkit.codeplex.com/ . You would setup a connection to your organization and then use the Audit Export Manager tool in this tool kit to export out your Audit Summary records (you could also choose to export the detail records as well).
This tool lets you export to CSV, XML, or Excel XML formats and can filter by dates, user(s), Actions, Operations, and by entities which are enabled for auditing. This way if you only need to see certain audit records, you can filter it before exporting. You can even save profiles of these filter conditions, making it easy if you always need to supply an audit of "last 1 month" to auditors for compliance or for other conditions. I've also used it to export out the user access for the last day to help in determining if a system was in use or not (to know if it was safe to restart the server or services).
I can confirm I've been able to use this in the latest CRM 2015 update 1 Online orgs without an issue to export the Audit Summary records and also works with the older CRM 2011 and CRM 2013 organizations.
I'd agree that this should just be something that is built into Microsoft CRM, but for now, this tool fits the bill to help fill the gap in functionality.
Related
I am managing a projects (subtype of Activity) collection and I would like to implement a simple "Status change" log.
The idea would be that of replicating the simple but effective order management log seen in Prestashop (see image), Order management screen: User selects the new project status, clicks [UPDATE STATUS], and a new row gets appended to the log with new status, date of the change, person having triggered the change.
The basic implementation could be a text area used as a log, the best implementation possible would be that of having a grid.
Could somebody point me in the right direction to do this?
I am using version 2011 but moving to 2015 in a few days.
I suggest using auditing:
The following list identifies the data and operations that can be audited:
Create, update, and delete operations on records.
You could have an OptionSet representing the status of a project. If you enable auditing on this field (and enable auditing in general for CRM) you will be able to see an audit history of changes to the field. To do so users will have to navigate to the Audit History of the record.
The audit history will look similar to the following (in 2011):
If you don't want to use Auditing as suggested by Henrik in his answer, the alternative is to create a custom entity that will act as a log entity for your status change.
In order to implement the track of the changes, you need to implement a Plugin that will be triggered on the update message and will create the records inside the new custom entity.
In CRM 2011, a CRM user modified a contact information. I can check that through audit logs the changes that the user made.
Now the user modified the First Name and Last Name of the Contact (required fields in CRM) to blank. Now I know that this is not possible through CRM form as the fields are required in the form.
Also there is no JS or any other code written on the form that can disable that required functionality.
I want to know from where these records have been modified in MS CRM.
Also tracing is been disabled in CRM so we do not have logs for this edit :-(
Any help in this regards will be really helpful.
These fields do not need to be updated on a CRM form directly. They can be updated in various ways. Common suspects are:
Custom plugins
Workflows
External parts accessing the Organization.svc or OrganizationData.svc endpoints
In all scenerio's the Business Required constraint is bypassed. In CRM plugins and workflows can actually act on behalf of the user and doing so it appears as if the user modified affected records himself directly.
I have a requirement to copy all Notes and Activities while converting Lead to Contact and vice versa.
When I Qualifying Lead to Contact I use my custom plugin which is triggered by QualifyLead event. There is no out of the box solution to convert Contact to Lead so I use my custom on-demand dialog. But this dialog unable to run my custom plugin (which will copy Notes and Activities from Contact to Lead).
Please help me to find a way to copy all this stuff from Contact to Lead.
You can create a Custom Workflow Activity with the code of your custom plugin and uses as step inside your on-demand dialog.
You can start from here:
http://msdn.microsoft.com/en-us/library/gg328515.aspx
Another way that you can do this is to simply reference the notes from the Lead in the Contact, Account, or Opportunity entities using an IFrame and some JavaScript as described in http://030bacf.netsolhost.com/WordPress/?cat=69 . Depending on how many records you have, potentially this could even be a better solution since you are only keeping one copy of the notes which will help keep the size of the database more manageable and performance better. Or you could use this solution for the notes and the solution recommended by Guido for the Activity records. I had to make a change to the URL used for CRM 2013 and have copied that part below.
//src="/"+context.getContext().getOrgUniqueName()+"/_controls/note/notesdata.aspx?id="+lookupItem[0].id+"&ParentEntity=3&EnableInlineEdit=false&EnableInsert=false";
// change to this for CRM 2013
src=serverUrl+"/"+Xrm.Page.context.prependOrgName("/_controls/notes/notesdata.aspx?id="+lookupItem[0].id+"&ParentEntity=3&EnableInlineEdit=false&EnableInsert=false");
I am looking at creating some reports using the available analytics in SharePoint 2010. I have admin rights for the site and it's sub-sites.
Looking at the available options, there are useful reports that you can use:
Top pages
Top vistors
Number of daily unique visitors
These are all useful, however I need more. What I need to be able to do is:
1) Create user based report that details all the URL's that a visitor has accessed.
2) Create a report that shows top pages visited, but have the abailable to remove certain users (the admin users that are on there all the time, which doesn't provide a true reflection of the figures)
Looking at this, in the analyze tab > change settings, there is only really one option within the filter, like 'visitor contains'. I was hoping that there would be multiple filters that I could apply?
Is there a way I can the above 2 options in SharePoint 2010 via the 'Site Collection Web Analytics reports'?
Thanks
SharePoint 2010 analytics is a bit limited.
It will collect lot's of information, but there is no out of the box functionality to display/analyze all the data.
You'd either create your own solution or look for a 3rd parity.
A good starting point is CardioLog, it has a free version and might provide you with some insights on what SharePoint 2010 analytics should look like.
Are there any tools on the market that effectively analyze data in SharePoint lists? I have a client looking to analyze and report on employee performance data stored in SharePoint.
Does SSRS give you anything useful?
Do you just need to report the data, or do you require complicated aggregation?
Nintex reports on SharePoint itself (and is acually quite cheap). The way the question is stated the report might be about employee data in a sharepoint list so SSRS does make more sense.
You can also look at some the BI features that come with MOSS Enterprise such as the KPI web part, scorecards, reports, Excel services and dashboards.
In addition to SSRS you should also consider using either Excel or Access to run reports :-
Analysing SharePoint Data in Excel
(Look for the section titled SharePoint-to-Excel and Data Synchronization)
How to Link SharePoint Server 2007 Lists with Microsoft Access 2007
Page currently borked, cached version http://209.85.229.132/search?q=cache:YnuTwWha77UJ:sharepoint.microsoft.com/blogs/GetThePoint/Lists/Posts/Post.aspx%3FID%3D68+connecting+access+to+sharepoint+lists&cd=5&hl=en&ct=clnk
Remember that you can also access the list data as XML so any 3rd party BI/reporting tool that can call one of SharePoints web services and manipulate the resulting XML could also be used - there are must be hundreds of contenders here.
The best tool to use depends upon many factors such as what you may be familiar with, the complexity of analysis you need, if you need static or dynamic reports (drill down etc). BI & Reporting tools are a huge area!
Finally if you need fairly simple PivotTable/crosstab type functionality then this CrossTab web part may be suitable (disclaimer - its sold by my company)