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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Data analytics in MS C...
Customer experience | Sales, Customer Insights,...
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Data analytics in MS CRM on-prem

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Posted on by Jayaa E 75


Is it possible to calculate how many users viewed a record in MS CRM and how many users clicked 'export to excel' option from a view

  • Verified answer
    meelamri Profile Picture
    meelamri 13,216 User Group Leader on at
    RE: Data analytics in MS CRM on-prem

    Hello,

    As said by Charles, there is no OOB solution for your scenario. You can implement a plugin in retrieve message and store each retrieve in a custom entity.

  • Verified answer
    Charles Abi Khirs Profile Picture
    Charles Abi Khirs 3,569 on at
    RE: Data analytics in MS CRM on-prem

    Hello,

    I don't think there is a OOB solution for this. If you want, you can do it by adding a js code that will be triggered on load of the form and will save the user who accessed the record in a separate entity for exemple.

    As for the export to excel button, you can do it using ribbon workbench by adding a function call on click of the button that will create as well a new record in a separate entity (the same entity of the user access on the records can be used)

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