Auditing the User Login for MS Dynamics CRM


Auditing the User Login for MS Dynamics CRM 2011

 

auditing user loginsIf you’ve integrated Microsoft Dynamics CRM 2011 into your website, then determining how to make the most of all of its features and customization options will be an ongoing process. One of the most important features of MS Dynamics CRM 2011 – and the one that users often find themselves most taking advantage of once they learn how to use it – is user login auditing. Read on for an overview.

What Does Auditing a User Login Mean?

Auditing a user login means, quite simply, being able to view each individual user’s access to the CRM as they hit your server. Dynamics CRM records the activities of your users in real-time, recording information like the time at which the user accessed the CRM, which information they accessed, and whether the access came from the Microsoft Dynamics CRM web application, Microsoft Dynamics CRM for Outlook, or SDK calls to the CRM web services. This is beneficial in a number of ways and helps maintain the security and integrity of sensitive data. Those activities are logged to the user's contact record as activities, so your sales people can easily view what their customers are doing. With and integration to Microsoft Dynamics CRM on your site, storefront, portals, marketplaces and more, you could log all user activities from any of those sites to your CRM, turning your CRM into a goldmine of sales insights.

How to Audit a User Login

Auditing a user login means, quite simply, being able to view each individual user’s access to the CRM as they hit your server.

To audit user login access, follow these steps:

  1. Click Settings --> Auditing 
  2. Select Global Audit Settings 
  3. In the Systems Settings form, check the box marked "Audit User Access." From there, you can view all of the details you need to in the Audit Summary View grid, or retrieve a record of user logins via the Microsoft Dynamics CRM SDK. Contact Clarity if you need help with this.

Microsoft Dynamics CRM 2011 Integration Company in Texas

Clarity is a Microsoft Dynamics Certified Partner, which means we pay particular attention to Microsoft CRM integration trends, upgrades, and extension development.  Our integration platform, Clarity Connect, allows us to build "connectors" which can integration your CRM to any other web property or back-office application. The ability to audit user login is just one of the many powerful features we can bring to your attention. Contact a Clarity representative today to learn more.

To learn more about MS CRM 2011, please browse the following articles: