XrmToolSuite.AuditComplianceChecker 1.2026.7.10

.NET Framework 4.8 This package targets .NET Framework 4.8. The package is compatible with this framework or higher. 
dotnet add package XrmToolSuite.AuditComplianceChecker --version 1.2026.7.10
                    


                    

                
NuGet\Install-Package XrmToolSuite.AuditComplianceChecker -Version 1.2026.7.10
This command is intended to be used within the Package Manager Console in Visual Studio, as it uses the NuGet module's version of Install-Package. 
<PackageReference Include="XrmToolSuite.AuditComplianceChecker" Version="1.2026.7.10" />
For projects that support PackageReference, copy this XML node into the project file to reference the package. 
<PackageVersion Include="XrmToolSuite.AuditComplianceChecker" Version="1.2026.7.10" />
                    


                            Directory.Packages.props
                        

                    

                
<PackageReference Include="XrmToolSuite.AuditComplianceChecker" />
                    


                            Project file
For projects that support Central Package Management (CPM), copy this XML node into the solution Directory.Packages.props file to version the package. 
paket add XrmToolSuite.AuditComplianceChecker --version 1.2026.7.10
                    


                    

                
#r "nuget: XrmToolSuite.AuditComplianceChecker, 1.2026.7.10"
#r directive can be used in F# Interactive and Polyglot Notebooks. Copy this into the interactive tool or source code of the script to reference the package. 
#:package XrmToolSuite.AuditComplianceChecker@1.2026.7.10
#:package directive can be used in C# file-based apps starting in .NET 10 preview 4. Copy this into a .cs file before any lines of code to reference the package. 
#addin nuget:?package=XrmToolSuite.AuditComplianceChecker&version=1.2026.7.10
                    


                            Install as a Cake Addin
                        

                    

                
#tool nuget:?package=XrmToolSuite.AuditComplianceChecker&version=1.2026.7.10
                    


                            Install as a Cake Tool

🛡 Audit Compliance Checker

An XrmToolBox plugin that checks org/table/column audit settings (with sensitive-data heuristics), analyzes audit activity, estimates a storage-growth trend, and produces a 0–100 audit-compliance readiness score with prioritized remediation. Read-only — it never changes audit settings; changed/sample field values are never collected.

Features

Area What it analyzes
Audit settings coverage Org, table, and column audit settings in one grid — organization.isauditenabled, EntityMetadata.IsAuditEnabled, per-AttributeMetadata.IsAuditEnabled — with managed/custom shown per row and org status as a banner. SensitivityHeuristics flag sensitive tables/columns: a sensitive table without audit → High; a sensitive column without audit on an audited table → Medium
Activity analysis audit queries date-scoped and paged via RetrieveAll off the UI thread (progress + cancellation), pivoted by table/user/date. High delete volume → Medium; security-role/privilege/team-membership changes → Medium; after-hours edits (outside configurable business hours / weekends) → Low
Storage growth trend A labelled estimate of audit storage growth (records × ~2 KB/record, cumulative by date) — explicitly not billed Dataverse storage
Compliance score A deterministic 0–100 readiness score (HIGHER = MORE compliant), banded Low/Medium/High via ScoreCalculator.BandFor — a weighted blend of org (25%) / table coverage (30%) / column coverage (25%) / activity (20%), explainable from the listed findings
Recommendations Prioritized, read-only remediation text (enable audit on these tables/fields; review these changes) — the tool never changes audit settings

The SDK-free compliance engine (Analysis/AuditModels.cs, SensitivityHeuristics.cs, AuditComplianceRules.cs) is deterministic and unit-tested.

Exports

Excel, PDF, JSON, HTML, and CSV. Excel/PDF via the shared reporters (ReportModel); JSON via JsonReportExporter; HTML/CSV via BCL writers. No changed/sample field values appear in exports; export runs off the UI thread via a SaveFileDialog.

Help & Support

A Help button (right of the toolbar) opens a Help & Support dialog with Documentation, Report an issue, and a support link, each opened via Process.Start. The control implements IHelpPlugin and IGitHubPlugin, so XrmToolBox's own tool-menu links resolve to the same GitHub project (kkora/XrmToolSuite).

Build & install

On the machine that runs XrmToolBox, build straight into the Plugins folder:

dotnet build src\Tools\XrmToolSuite.AuditComplianceChecker\XrmToolSuite.AuditComplianceChecker.csproj -c Release -p:DeployToXTB=true

Restart XrmToolBox and open Audit Compliance Checker.

This tool is not single-DLL: it ships the Excel/PDF export dependency chain — the tool DLL plus its 17 ClosedXML/PdfSharp-MigraDoc-GDI dependency DLLs — flat in the Plugins root (never a subfolder), or XrmToolBox silently drops it from the Tools list. The one-step build above copies the whole chain for you.

See ./DEPLOYMENT.md for manual-install steps and troubleshooting, and the suite-wide Deployment_Guide_XrmToolBox.md for the full DLL list and export-tool guidance.

Usage

  1. Connect to your Dataverse environment (System Customizer or higher recommended).
  2. Load audit settings coverage — the org/table/column grid and org banner populate.
  3. Run the activity analysis (date-scoped) to see change volume by table/user/date and high-risk changes.
  4. Review the storage-growth estimate, the compliance readiness score with its category breakdown, and the prioritized recommendations.
  5. Export to Excel, PDF, JSON, HTML, or CSV.

Notes & limitations

  • Read-only: the tool never mutates audit settings; there are no destructive operations.
  • Sensitive/sample and changed field values are never collected or exported.
  • Storage figures are a clearly-labelled estimate from record volume, not billed Dataverse storage.
  • The compliance score is deterministic — same input yields the same output — and higher means more compliant.
Product Compatible and additional computed target framework versions.
.NET Framework net48 is compatible.  net481 was computed. 
Compatible target framework(s)
Included target framework(s) (in package)
Learn more about Target Frameworks and .NET Standard.

NuGet packages

This package is not used by any NuGet packages.

GitHub repositories

This package is not used by any popular GitHub repositories.

Version Downloads Last Updated
1.2026.7.10 211 7/11/2026
1.2026.7.9 122 7/11/2026
1.2026.7.8 139 7/11/2026
1.2026.7.7 132 7/11/2026
1.2026.7.6 116 7/10/2026
1.2026.7.5 126 7/9/2026
1.2026.7.3 125 7/7/2026

1.2026.7.10: Package health - deterministic CI builds with SourceLink and embedded symbols (PDB inside the DLL), and the package now links its GitHub source repository. No functional change to any tool.