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Microsoft Dynamics CRM (Archived)

User Login Audit

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Posted on by 285

We're trying to capture user logins into the system in order to start measuring user adoption.  Ultimately the exact numbers don't matter but rather the relative volume of usage.  Users on the low end we want to target for additional training or conversations to figure out why they aren't using it.

We attempted to use the built in audit trail to do this, filtering on "User Access via Web", id=64.  The query we are using is as follows:

SELECT count(s.fullname) as LoginCount, s.fullname as FullName, max(s.BusinessUnitIDname) as BusinessUnit FROM audit a

INNER JOIN Systemuser s

ON s.systemuserid = a.objectid

WHERE a.action = 64

GROUP BY (s.FullName)

ORDER BY 1 desc

This works just fine.  The problem we noticed was that there were users who we knew never logged into the CRM who were showing up with several hundred access via web entries over the course of only 2-3 months.  

After talking with Microsoft they indicated that the way the audit trail works when a user logs in their user preferences are cached.  The audit reads from the cache 1x/hour to determine if there have been any updates.  If there were then they assume that the user has accessed the system and log an entry into the audit tables.  The problem is that when you load Outlook with the CRM client installed, it loads the user preferences into cache, simulating a login even though the user didn't actually access CRM.

Now I know we can track alternative items such as record edits or creates but for the more executive users who are only going in to view dashboards or grab reports there is no way to capture this.  

Is the only option parsing IIS logs to determine this or has somebody found another way to successfully audit users who use the CRM Client for Outlook and are more of a read-only type user?  Thanks

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  • Suggested answer
    Nuno Costa Profile Picture
    1,300 on at

    Hi,

    The audit is quite limited, see previous posts on this matter:

    community.dynamics.com/.../67932.aspx

    I use IIS logs to run stats on user logon (using sawmill to parse the logs).

  • Verified answer
    Anjali Raj Profile Picture
    on at

    It’s tricky, If user is using CRM 2011 outlook client IIS logs will also not help .Because it will log an entry in IIS as soon as user start his Outlook no matter if user actually uses CRM or not .But in CRM 2013 you will be able to track because in CRM 2013 we launch separate process of CRM rather than launching it within outook.exe.

  • Verified answer
    Nuno Costa Profile Picture
    1,300 on at

    Hi Chetan,

    Agree Outlook IIS logs will log a user authenticating to CRM. What I do is I filter per folder. e.g. when a user synchs with Outlook it only request's certain URL's and example would be the /XrmServices/ folder.

    Parsing the logs with sawmill allows me to easily separate folder paths and user logons so I can identify what users are really doing, it still cumbersome but I don't have a great alternative.

    Another example using IIS logs is I can identify which users are editing records.

    Hope this helps

  • mesfin Profile Picture
    285 on at

    Thanks everybody.  Native CRM works fine for our purposes for tracking edits, in fact we have several charts setup to show edits by user and by time period for the key entities we care about.  

    In terms of views and logins though, we are interested in which reports are being accessed and who is (or isn't) logging in.  Nuno, we may try to look into some IIS parsing for these purposes.  Otherwise as Chetan suggested I'm curious to see what 2013 brings.

    I'm quite suprised that audit was released to work in the current manner with regards to user logins though, it seems quite useless and somewhat misleading for Outlook client users.  Also, nowhere have I seen it documented that opening Outlook would be a hit to the audit tables, I wish Microsoft would post more details into how this works.  It took me several phone calls through their tech support channels to finally get a real explaination.

    Anyway, thanks again everybody, very informative.  

  • Community Member Profile Picture
    on at

    Has anyone found better solutions with the implementation of CRM 2013 online?

  • Community Member Profile Picture
    on at

    How does this work in CRM 2013 online?

  • Integration Profile Picture
    651 on at

    Hi,

    We also still looking for similar report to find if any available in CRM 2016 OOTB.

    To view the Audit of most users who visit the CRM for Reports or Dash board purposes.

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