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tzalar
Regular Visitor

Audit Web Roles assign

Hi! 

I have a requirement to implement some logic, that will audit the assign of webroles to contact (portal user). Whenever CRM user assigns a webrole to specific portal contact, I would like to have a log evidenting this event. 

 

Is there any out-of-the-box functionality that supports that? 

 

Did anyone implement similar logic and how? 

 

Thank you!

Regards, 

Tjaša 

1 REPLY 1
MarkBiggerstaf
Microsoft
Microsoft

Hello Tzalar,

 

There is a limited OOB way to audit the web role assignments to the Contact entity.

 

You would need to go to:  Settings->Auditing->Global Audit Settings

From there you would enable: Audit Settings - Start Auditing and you would Enable Auditing - Common Entities

Audit Common Entities.PNG

 

 

See the screenshot below of what this will look like.  I can see the web role being assigned and I can see the user that made the change.  If you need more functionality or detail, you would likely need a custom entity / workflow.

audit web roles.PNG

 

Thanks,

 

Mark Biggerstaff

Dynamics Support

 

 

 

 

 

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