Tasks Related to Auditing
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Default Security Roles and Required Privileges
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Can Task Be Done Offline?
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Enable or disable auditing for organization
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Security roles: System Administrator
Privileges:
Organization: Read A privilege required to read a record. Which records can be read depends on the access level of the permission defined in your security role., Write A privilege required to make changes to a record. Which records can be changed depends on the access level of the permission defined in your security role.
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No
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Enable or disable auditing for entities
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Security roles: System Administrator and System Customizer
Privileges:
Entity: Read A privilege required to read a record. Which records can be read depends on the access level of the permission defined in your security role., Write A privilege required to make changes to a record. Which records can be changed depends on the access level of the permission defined in your security role.
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No
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Enable or disable auditing for fields
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Security roles: System Administrator and System Customizer
Privileges:
Field: Read A privilege required to read a record. Which records can be read depends on the access level of the permission defined in your security role., Write A privilege required to make changes to a record. Which records can be changed depends on the access level of the permission defined in your security role.
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No
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Deleting audit logs
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Security roles: System Administrator
Privileges: View Audit Partitions A privilege that is required to view the audit partitions. This privilege is on the Core Records tab in Security Roles.
Delete Audit Partitions A privilege that is required to delete the audit partitions. An audit partition contains audit logs of Microsoft Dynamics CRM data for three months. This privilege is on the Core Records tab in Security Roles.
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No
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View audit summary
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Security roles: System Administrator
Privileges: View Audit Summary A privilege that is required to the view audit summary of records. This privilege is on the Core Records tab in Security Roles.
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No
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View audit history of individual records
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Security roles:
CEO-Business Manager
Customer Service Manager
Marketing Manager
Sales Manager
Vice President of Marketing
Vice President of Sales
System Administrator
Privileges:
View Audit History A privilege that is required to view the audit history of individual records. This privilege is on the Core Records tab in Security Roles. and Read A privilege required to read a record. Which records can be read depends on the access level of the permission defined in your security role. privilege on the record.
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