{"id":19023,"date":"2019-06-13T06:51:19","date_gmt":"2019-06-13T06:51:19","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?page_id=19023"},"modified":"2020-01-14T11:36:33","modified_gmt":"2020-01-14T11:36:33","slug":"manage-tracking-user-level-global-level","status":"publish","type":"page","link":"https:\/\/www.inogic.com\/blog\/user-adoption-monitor-infocentre\/manage-tracking-user-level-global-level\/","title":{"rendered":"Manage Tracking \u2013 User Level &#038; Global Level"},"content":{"rendered":"<p>Organizations are able to track the activities of Dynamics 365 CRM users with the help of User Adoption Monitor. However, there are features which ensures control on the tracking activity. Let\u2019s have a brief look into the same.<\/p>\n<h2><strong>User Level Tracking<\/strong><\/h2>\n<p>With User Adoption Monitor we have the flexibility to control actions being tracked at the individual user level as well. Let\u2019s look into the steps on how to control user level tracking.<\/p>\n<ul>\n<li>Navigate to <strong>Advanced Settings&#8211;&gt;<\/strong><strong>Settings&#8211;&gt;<\/strong><strong>Security&#8211;&gt;<\/strong><strong>Users<\/strong><\/li>\n<\/ul>\n<p style=\"padding-left: 120px;\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-19024\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/Manage-Tracking-1.png\" alt=\"\" width=\"674\" height=\"305\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/Manage-Tracking-1.png 674w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/Manage-Tracking-1-300x136.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/Manage-Tracking-1-660x299.png 660w\" sizes=\"(max-width: 674px) 100vw, 674px\" \/><\/p>\n<ul>\n<li>Open a User\u2019s record, and then click <strong><em>MANAGE USER TRACKING<\/em><\/strong><\/li>\n<\/ul>\n<p style=\"padding-left: 160px;\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-19025\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/Manage-Tracking-2.png\" alt=\"\" width=\"548\" height=\"183\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/Manage-Tracking-2.png 548w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/Manage-Tracking-2-300x100.png 300w\" sizes=\"(max-width: 548px) 100vw, 548px\" \/><\/p>\n<ul>\n<li>It will open a pop-up as shown below<\/li>\n<\/ul>\n<p style=\"padding-left: 40px;\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-19026\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/Manage-Tracking-3.png\" alt=\"\" width=\"810\" height=\"591\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/Manage-Tracking-3.png 810w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/Manage-Tracking-3-300x219.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/Manage-Tracking-3-768x560.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/Manage-Tracking-3-660x482.png 660w\" sizes=\"(max-width: 810px) 100vw, 810px\" \/><\/p>\n<ul>\n<li>The configuration UI at User Level would only list down those entities and actions, which are enabled at System Level<\/li>\n<li>In the UI, you are just allowed to select between two values for any action, the one which is selected at the System Level and the other as None<\/li>\n<li>For this scenario, you can just select between <strong>Daily<\/strong> or <strong>None<\/strong><\/li>\n<\/ul>\n<h2><strong>Global Level Tracking<\/strong><\/h2>\n<p>On the System Users form, we have a section called User Adoption where you can define whether to enable globally the User Adoption tracking for a user or not.<\/p>\n<p>Set the <strong><em>Enable User Adoption<\/em><\/strong> to <strong><em>No<\/em> <\/strong>and it will <strong>not track<\/strong> any actions of this user. <strong><em>Last Touch<\/em><\/strong> would show the last date any action for this user was tracked. (As shown in the below screenshot).<\/p>\n<p style=\"padding-left: 240px;\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-19027\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/Manage-Tracking-4.png\" alt=\"\" width=\"417\" height=\"368\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/Manage-Tracking-4.png 417w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/06\/Manage-Tracking-4-300x265.png 300w\" sizes=\"(max-width: 417px) 100vw, 417px\" \/><\/p>\n<p>This is how you will be able to manage tracking of the users in your organization.<\/p>\n<p>For more details go to 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>Send us your queries and suggestions at <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>Organizations are able to track the activities of Dynamics 365 CRM users with the help of User Adoption Monitor. However, there are features which ensures control on the tracking activity. Let\u2019s have a brief look into the same. User Level Tracking With User Adoption Monitor we have the flexibility to control actions being tracked at\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/user-adoption-monitor-infocentre\/manage-tracking-user-level-global-level\/\">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-19023","page","type-page","status-publish","hentry"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/pages\/19023","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=19023"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/pages\/19023\/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=19023"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}