Check In & Check Out Tracking

User Adoption Monitor in Dynamics 365 lets you keep track of records that each user worked on. It will specify the time spent by a user on records in a particular Entity. This tool can track activities on a daily, weekly, or monthly basis.

Click here to do the Configuration Setting

For example, Mark is the Sales Manager at Cortana Company, and they use Dynamics 365 CRM to manage their sales team. Mark wants to monitor his team's activities. The check-in and check-out tracking will help him do just that.

In the above case, Mark will set up this tracking for the "Case" entity.

When Dynamics 365 CRM users start their work, the tracker will start keeping track of records of users they working on.

For example, Sam, a Dynamics 365 CRM user, wants to work on the Case entity record.

To do this, Sam will click on an ellipsis from the ribbon bar and then he will click on the Check-In button.

Once the user Checks into the CRM, the tracking details will be shown under the Entity Configuration tab of the User Adoption Monitor as follows.

Once the Dynamics 365 CRM user (Sam) finishes the task, they will check out from the record. To do this, Sam will click on an ellipsis from the ribbon bar and then he will click on the Check Out button.

Once the user (Sam) Checks out of the CRM, the tracking details will be shown under the Entity Configuration column of the User Adoption Monitor as follows.

Here, under the "Total" column, you can see that the value increases with each action performed. Each time a user checks in or out of the application, the action count will go up.

For further queries, reach out to us at [e-mail]