web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Unanswered

Case entity Forms Usage Report

(0) ShareShare
ReportReport
Posted on by 1,077

Hi,

I have different user forms (>20) on Case entity. My internal audit is asking whether all forms are in use or not. I need to fetch a report of list of user forms along with last usage data. It is basically when actively used each form lately. Any thoughts how to get this audit need addressed? And also is there anyway to identify case records created using which form? Any linking of formid (from SystemForm) to the case record?

I have the same question (0)
  • David Jennaway Profile Picture
    14,065 on at

    This information is not recorded automatically. I think the best that you can do from now on is to create a hidden field on the case entity to store an identifier (formid, or name of the form), and to add either a business rule or client script to populate this for each form.

    You can't directly create a relationship to the SystemForm entity, so if you do store the formid it would have to be in a text field

  • nkhemji Profile Picture
    2 on at

    Hi Vijay,

    Please look at activity logging. That might help you solve your problem.

    docs.microsoft.com/.../enable-use-comprehensive-auditing

    I haven't tried that but wondering if you can also achieve similar reporting through google analytics.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 83 Super User 2025 Season 2

#2
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 49 Most Valuable Professional

#3
#ManoVerse Profile Picture

#ManoVerse 40

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans