As a council we have to retain case information related to complaints and these could last a long time (years). Part of the complaint case information that might be presented to an ombudsman includes audit log entries related to who has accessed, when and why, chnages made etc. When deleting logs you have limited options e.g. all logs to a certain date, or clear down the entire log say user session, or case data. We would like consideration of being able to tag important cases and for these cases to be excluded from any deletion of the audit log records. Once the complain concludes the user can untagged it for deletion.
Our issue is that the audit log disk space continues to expand and we procure more and more as we are unable to undertake any maintenance and also have a concern over future performance degradation as the log continues to build. We would like to clear it down to 6 months but that isnt possible without some option to retain relevant case history as you can view it within the case form. (in addition there is no out the box way to export this case history from the case form to allow us to take the audit for a particular case outside CRM which would have been a workaround to allow us to delete all data). So more flexibility in managing the audit log but in particular the ability to tag cases to be retained.
Administrator on 8/7/2023 5:03:20 AM
Thanks for your feedback. We don't have this in our roadmap currently. We would request this idea to be voted, for us to consider this in future.
Regards,
PM, Microsoft