Microsoft Dynamics 365 - Organization Insights
Varun Singh
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ReportWith the latest release of Microsoft Dynamics CRM Online (8.1 or later), Microsoft has published new feature Organization Insights, which provides the system administrator(s) of a CRM Online organization with the ability to view user activity metrics to gain a better understanding of how well the CRM instance is being used. Basically, this feature can help CRM Administrator or Support team to plan their activity very well, it can also help by providing important user adoption report.
The Organization Insights dashboard shows information top users, who are adopting the system and who are not, what operations users are frequently performing, On which day CRM was busy so that support team can align themselves accordingly, how many operations, page requests, etc.
Organization Insights for Dynamics 365 (online) provides important adoption and usage metrics for your Dynamics 365 organization, and tools to help you stay ahead of performance and support issues.
- Customize dashboards: Set up your organization’s dashboard to provide a rich user experience and snapshots of your organization’s most important data.
- Monitor adoption and use: Identify your most active users, the number and types of operations they’re performing, number of page requests, most-used entities, workflows, plug-ins, and more, over a period of time as you work toward your adoption goals.
- Manage storage and performance: Monitor storage quotas, storage use, and common tables by size to optimize performance.
- Troubleshoot effectively: Drill down into the details of your top failing workflows and API calls to quickly diagnose and troubleshoot errors.
- OData support: Organization Insights entities are exposed through OData for independent software vendors to build capabilities for any custom requirements.
For more details about the Organization Insights preview feature, please refer to this TechNet article.
To enable Organization Insights, below are the steps to install and configure the App
1) Log into AppSource with your O365 CRM Admin account. Use below URL after logging to Office.com
2) Give Microsoft Permission and accept the Terms & Conditions
3) Select the CRM instance on which you would like to install Organization Insights Managed solution.
4) Logging into Dynamic 365 Admin centre, there you can see the progress of the solution installation
5) After successful installation, you need to Organization Insights preview in your CRM organization.
To enable the Organization Insights Preview feature, log into your CRM Online organization (running build 8.1.0.359or later), and then navigate to Settings->Administration->System Settings> Previews>>
Enable Organization Insight preview :-) and you are all done. After that, you can browse Organization Insights Dashboard in CRM and track activities.
When the feature is enabled, system administrators can access the associated dashboard from the System Dashboards dropdown list. System administrators will also be able to create their custom dashboards and add specific charts to their own CRM dashboards.
Minimum supported platform version: 8.1.1
Note: If you had tried installing 1.3.0.1 and the Upgrade failed, please Delete the solution 'OrganizationInsights_Upgrade' with version 1.3.0.1 first, and then delete the solution 'OrganizationInsights' with version 1.2.2.0 solution from your Organization and then proceed to install this application todelete a solution, go to Settings -> Solutions, select a Solution and click on Delete
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