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Microsoft Dynamics CRM (Archived)

How to know user has been close the window of crm in onpremise and how to know user has been logged in to crm in On-premise version?

Posted on by Microsoft Employee

Hi,

I have an Requirement is "when lead is assigned to specific user at that point of time user should be logged in to CRM other wise it should be assigned to another user.in on-premise we do not have an login and logout options.how to resolve this issue .

I saw this post but I am not getting 

https://community.dynamics.com/crm/b/manojbatchumicrosoftdynamicscrmblog/archive/2015/09/15/crm-and-sql-tip-04-how-to-find-user-account-last-access-time

here he is compare the value with some number I do not need like that.

Please help me. Its Urgent.Thanks in Advance

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  • Suggested answer
    JayeshAC Profile Picture
    JayeshAC 1,157 on at
    RE: How to know user has been close the window of crm in onpremise and how to know user has been logged in to crm in On-premise version?

    Hi Indrasena,

    You can get the logged in status/data of CRM users from Settings >> Auditing >> Audit Summary View.

    You can write a plugin on create of Lead which can check the access of the current user with date and assign the record accordingly.

    However, i didn't understand that if the user data is not available in Audit summary view then, how are you going to assign it to other user? It would be possible if you already have defined any user hierarchy in the system.

    Regards,

    Jayesh

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