# 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 %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.inogic.com/user-adoption-monitor/features/normal-tracking.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
