> For the complete documentation index, see [llms.txt](https://docs.inogic.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.inogic.com/user-adoption-monitor/features/normal-tracking.md).

# Normal Tracking

User Adoption Monitor helps you to track the following normal user actions in Dynamics 365 CRM with ease.

**For Account – Create (Daily)**

For example, Mark, the sales manager at Cortana Company, wants to track daily actions related to the Account Entity.

Sam, a CRM user, wants to create a new account.

To do this, he will click the **"New"** button, enter the account details as required by the form (ensuring all mandatory fields are completed), and then click the **"Save"** button.

<figure><img src="/files/mbQkOVIoSlW7iDlJGomh" alt=""><figcaption></figcaption></figure>

Once the user (Sam) creates a new Account, the tracking details will be shown under the Entity Configuration tab of the User Adoption Monitor as follows.

<figure><img src="/files/ocNQieoEjwlVBxpEjJm4" alt=""><figcaption></figcaption></figure>

In this way, all accounts created will be monitored easily.

{% hint style="info" %}
Note: The same steps apply to Delete and Assign actions.
{% endhint %}

**For Contact – Update (Weekly)**

Let's say Mark also wants to track **"Weekly Updates"** under the Account Entity.

Mark will click on **“Account-update”** listed in **“Entity Configuration”** under **“Active User Adoption Entity Configuration”.**

The following window will appear on the screen.

Mark will select the **"Weekly"** option for the **Period field** to track account updates every week.

<figure><img src="/files/NYixnHXdcSdhuObDloLF" alt=""><figcaption></figcaption></figure>

Additionally, Mark can choose specific attributes from the grid to track. If he selects certain attributes and saves the settings, only those attributes will be monitored.

{% hint style="info" %}
Note: If the user doesn't select at least one attribute, updates will be tracked for all attributes in the schema.
{% endhint %}

For this instance, Mark is tracking updates for the “Fax” attribute.

<figure><img src="/files/pS9XBevaVTBTMSnkk5kO" alt=""><figcaption></figcaption></figure>

Let's say Sam, a CRM user, is working on the "Jerry" account. The **current fax** number for Jerry's account is **"655768."**

<figure><img src="/files/VkXGCCZorrOKqeZJuZ0L" alt=""><figcaption></figcaption></figure>

Now, Sam has **updated** the **fax** number to **"8788989"** for the account "Jerry."

<figure><img src="/files/B4Mv1DbAjvHAhWoudtml" alt=""><figcaption></figcaption></figure>

Once the updated Fax is saved by the Sam, it will be tracked and details will be shown under the Entity Configuration tab of the User Adoption Monitor as follows.

<figure><img src="/files/0bM75Om9Iaug7FiwCpoG" alt=""><figcaption></figcaption></figure>

If Mark clicks on track record, the link will be displayed that contains the updates done by Sam.

<figure><img src="/files/To9SO8Mgo2i6hmLaZI83" alt=""><figcaption></figcaption></figure>

Once Mark clicks the link, he will be redirected to the record form and the changes made by Sam will be displayed.

<figure><img src="/files/pDae1eTHVRzCT9Kwv9Um" alt=""><figcaption></figcaption></figure>

In this way, all updates made to any or all attributes will be monitored based on the changes. This ensures consistency in updates and facilitates easy retrieval of past updates.

**For Lead – Assign (Monthly)**

{% hint style="info" %}
Note: Apply the same steps as Create action to Assign actions
{% endhint %}

![](/files/-MQlQM3W2EsVVe5odRAJ)

**The above tracking actions would also appear under ‘Trackings’ all together:**

![](/files/-MQobZtM_Ozv-d38tdkW)

{% hint style="success" %}
For further queries, reach out to us at <crm@inogic.com>
{% endhint %}
