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Hello,
I am trying to clean up our CRM 2016 environment before we move to 365 on prem. I am wondering if there is a way to see if views are being used? I want to remove the views if they are not being used. Also, is there a way to see what things are based on the view? Meaning, if there is a way to know if a view is being used in a dashboard or report, that would be great.
Thank you.
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Hi ,
Not sure how many views you want to cleanup, might be its time consuming but would be no risk solution to check the dependencies by going to settings -->Customization --> Customize the system -->Expand entity --> Views --> select the views and in the menu click on more actions to check the dependencies.
So I go into XrmToolBox, and select the FetchXML Tester plugin. I go to the Request tab, and put in:
<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true" >
<entity name="userentityuisettings" >
<attribute name="objecttypecode" />
<attribute name="recentlyviewedxml" />
<filter type="and" >
<condition attribute="recentlyviewedxml" operator="like" value="%type>1%" />
</filter>
</entity>
</fetch>
Then I clicked execute, and went to the Response tab, and it doesn't really provide me what you are referring to. Am I doing it wrong?
HI, getting info on views being used it hard as Dynamics does not track that data by default. what Dynamics do track is recently viewed Item by the user but that will not solve the purpose as the user might have used another view recently but is more interested in a different view that system shows as being not used.
You can use application insights to gauge and build this data over time, This blog highlight this method: https://blogs.msdn.microsoft.com/crminthefield/2018/06/11/dynamics-365-customer-engagement-view-usage-logger-using-azure-functions-and-application-insights/
but this will require some time for data to accumulate before you can act on them.
The other question was on to check if the views are being referenced by Dashboard or charts before deleting them. you can easily check individual one using dependency check from solutions
There are few ways you could do this, could you try the following Fetch Query on FetchXML Builder XrmToolBox plugin
if you dont already have the XrmToolBox you can download from here : https://xrmtoolbox.com
<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true" >
<entity name="userentityuisettings" >
<attribute name="objecttypecode" />
<attribute name="recentlyviewedxml" />
<filter type="and" >
<condition attribute="recentlyviewedxml" operator="like" value="%type>1%" />
</filter>
</entity>
</fetch>
This should give the list of views that are viewed by each user. You can do grouping and counting as well. I would first start with the full list.
The actual RecentlyViewedXML will look something like the following
<RecentlyViewedEntityData etc="4202">
<RecentlyViewedItem>
<Type>1</Type> - Type 1 is View
<ObjectId>{CC98CB1F-6552-4FD8-9E2F-39A1CAD2F710}</ObjectId>
<EntityTypeCode>4202</EntityTypeCode>
<DisplayName>Email</DisplayName>
<Title>All Emails</Title> View Name
<Action>viewtype=1039&sitemappath=SFA%7cMyWork%7cnav_activities&type=email</Action>
<IconPath></IconPath>
<PinStatus>false</PinStatus>
<ProcessInstanceId></ProcessInstanceId>
<ProcessId></ProcessId>
<LastAccessed>03/17/2019 16:48:29</LastAccessed>
</RecentlyViewedItem>
</RecentlyViewedEntityData>
Hello,
Please check this blog post blogs.msdn.microsoft.com/.../dynamics-365-customer-engagement-view-usage-logger-using-azure-functions-and-application-insights
Regards,
Radu
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