{"id":19011,"date":"2019-06-13T06:47:16","date_gmt":"2019-06-13T06:47:16","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?page_id=19011"},"modified":"2020-01-22T10:41:20","modified_gmt":"2020-01-22T10:41:20","slug":"crm-access-tracking","status":"publish","type":"page","link":"https:\/\/www.inogic.com\/blog\/user-adoption-monitor-infocentre\/crm-access-tracking\/","title":{"rendered":"CRM Access Tracking"},"content":{"rendered":"<p>CRM Access Tracking is a feature to track access of the Dynamics CRM users. It enables the managers to monitor the CRM access of their team members by tracking various web activities performed by them in the CRM manually.<\/p>\n<p><strong>Steps to Track User\u2019s CRM Access<\/strong><\/p>\n<p>First step towards tracking user\u2019s CRM access is to enable Auditing. Please follow the below steps for the same.<\/p>\n<p>1) Navigate to <strong>Advanced Settings&#8211;&gt;<\/strong><strong>Settings&#8211;&gt;<\/strong><strong>Auditing<\/strong> (under <strong>System<\/strong> group)<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-19012\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-1.png\" alt=\"\" width=\"1004\" height=\"434\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-1.png 1004w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-1-300x130.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-1-768x332.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-1-660x285.png 660w\" sizes=\"(max-width: 1004px) 100vw, 1004px\" \/><\/p>\n<p>2) It opens Audit window as shown below. Click on <strong>Global Audit Settings<\/strong>.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-19013\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-2.png\" alt=\"\" width=\"1036\" height=\"290\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-2.png 1036w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-2-300x84.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-2-768x215.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-2-1024x287.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-2-660x185.png 660w\" sizes=\"(max-width: 1036px) 100vw, 1036px\" \/><\/p>\n<p>3) Click on <strong>Auditing <\/strong>tab. Check <strong>Start Auditing<\/strong> and <strong>Audit user Access<\/strong> Settings as shown below.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-19014\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-3.png\" alt=\"\" width=\"995\" height=\"457\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-3.png 995w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-3-300x138.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-3-768x353.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-3-660x303.png 660w\" sizes=\"(max-width: 995px) 100vw, 995px\" \/><\/p>\n<p>Now create a <strong>User Adoption Entity Configuration<\/strong> record for User Login. The steps are as follows:<\/p>\n<ul>\n<li>Navigate to <strong>Apps&#8211;&gt;User Adoption Monitor Group&#8211;&gt;<\/strong><strong>Entity Configurations<\/strong><\/li>\n<\/ul>\n<p style=\"padding-left: 240px;\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-19015\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-4.png\" alt=\"\" width=\"466\" height=\"597\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-4.png 466w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-4-234x300.png 234w\" sizes=\"(max-width: 466px) 100vw, 466px\" \/><\/p>\n<ul>\n<li>Click on <strong>(+ New)<\/strong> to create a new User Adoption Entity Configuration record for login.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-19016\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-5.png\" alt=\"\" width=\"1158\" height=\"455\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-5.png 1158w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-5-300x118.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-5-768x302.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-5-1024x402.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-5-660x259.png 660w\" sizes=\"(max-width: 1158px) 100vw, 1158px\" \/><\/p>\n<ul>\n<li>The User Adoption Entity Configuration record should always be created with the following attributes as shown in the screenshot below<\/li>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Entity Label : : <strong>\u201cSystem User\u201d<\/strong><\/li>\n<li>Entity Schema : : <strong>\u201csystemuser\u201d<\/strong><\/li>\n<li>Message : : <strong>\u201clogin\u201d<\/strong><\/li>\n<li>Period : : <strong>\u201cDaily\u201d<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-19017\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-6.png\" alt=\"\" width=\"1143\" height=\"380\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-6.png 1143w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-6-300x100.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-6-768x255.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-6-1024x340.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-6-660x219.png 660w\" sizes=\"(max-width: 1143px) 100vw, 1143px\" \/><\/p>\n<blockquote><p><strong>Note:<\/strong> The period should always be selected as \u201cDaily\u201d as this feature only works for daily tracking.<\/p><\/blockquote>\n<p>Once the Entity Configuration record is created, the User Adoption Monitor will track the CRM Access of each logged in user. The tracking details can be reviewed by navigating to<strong> Apps&#8211;&gt;User Adoption Monitor Group&#8211;&gt;<\/strong><strong>Trackings<\/strong>&#8211;&gt;<strong>Systemuser-login.<\/strong><\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-19018\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-7.png\" alt=\"\" width=\"1133\" height=\"509\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-7.png 1133w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-7-300x135.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-7-768x345.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-7-1024x460.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-7-660x297.png 660w\" sizes=\"(max-width: 1133px) 100vw, 1133px\" \/><\/p>\n<p>From this <strong>Trackings<\/strong> view we can find the number of times a respective user has accessed the CRM by date.<\/p>\n<p>We can also see exact time at which CRM users have accessed the CRM by opening the <strong>Trackings<\/strong> record as shown below:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-19019\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-8.png\" alt=\"\" width=\"1131\" height=\"446\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-8.png 1131w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-8-300x118.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-8-768x303.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-8-1024x404.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-8-660x260.png 660w\" sizes=\"(max-width: 1131px) 100vw, 1131px\" \/><\/p>\n<p>User Adoption Monitor gets shipped with the <strong>User CRM Access Summary<\/strong> dashboard to view the CRM user\u2019s access summary at a glance.<\/p>\n<p>The <strong>User CRM Access Summary<\/strong> dashboard can be viewed under the System dashboards area.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-19020\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-9.png\" alt=\"\" width=\"1171\" height=\"664\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-9.png 1171w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-9-300x170.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-9-768x435.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-9-1024x581.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/CRM-access-9-660x374.png 660w\" sizes=\"(max-width: 1171px) 100vw, 1171px\" \/><\/p>\n<p>In this way you can track CRM access of users in your organization.<\/p>\n<p>Need more information? Please visit our <a href=\"https:\/\/www.inogic.com\/product\/productivity-pack\/user-adoption-monitor-in-dynamics-crm\" target=\"_blank\" rel=\"noopener noreferrer\">Website<\/a> or <a href=\"https:\/\/appsource.microsoft.com\/en-us\/product\/dynamics-365\/inogic.728355ef-5b19-45f6-bb63-9680886e551a?tab=Overview\" target=\"_blank\" rel=\"noopener noreferrer\">Microsoft AppSource.<\/a><\/p>\n<p>Your feedback is valuable for us. Send your feedback and suggestions to <a href=\"mailto:crm@inogic.com\">crm@inogic.com<\/a>.<\/p>\n<p>Go back to <a href=\"https:\/\/www.inogic.com\/blog\/user-adoption-monitor-infocentre\/\" target=\"_blank\" rel=\"noopener noreferrer\">User Adoption Monitor InfoCentre homepage<\/a>.<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>CRM Access Tracking is a feature to track access of the Dynamics CRM users. It enables the managers to monitor the CRM access of their team members by tracking various web activities performed by them in the CRM manually. Steps to Track User\u2019s CRM Access First step towards tracking user\u2019s CRM access is to enable\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/user-adoption-monitor-infocentre\/crm-access-tracking\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"parent":19040,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-templates\/full-width.php","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"class_list":["post-19011","page","type-page","status-publish","hentry"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/pages\/19011","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=19011"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/pages\/19011\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/pages\/19040"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=19011"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}