# 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="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F612s2CL8GI1McoOYwjjD%2Fnew%20and%20save.png?alt=media&#x26;token=1702e49b-d8eb-48af-9049-e30b5314e267" 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="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FRqCqY4sFsYaSl0cg3j1r%2Fcreate.png?alt=media&#x26;token=b3ae9bc2-42f0-42dd-aaaa-05d855e0bbe4" 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="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F8FzXfqgRP1fkH0br8PdE%2Fupdate.png?alt=media&#x26;token=eadc5835-f227-44db-ad10-f8d91c9f217d" 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="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F3DzmKJ9NhFVJqzPGWo0g%2Ffax.png?alt=media&#x26;token=9e4712e1-07df-4642-b47e-98c252d997b0" 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="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FU2bbURS74l7TLHRf2AbD%2Fold%20fax.png?alt=media&#x26;token=96af7b7e-1004-4ad2-8d8f-78ef4847a968" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FGhos1C1vkkAXQbfjizz1%2Fnew%20fax.png?alt=media&#x26;token=0c1d0415-2bba-4040-b892-57a589be33a5" 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="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FtuLKQGFZTl2aG3yxBslq%2Fupdate%20track.png?alt=media&#x26;token=ea7c68c7-6c24-4160-b40e-8c4bce525e6d" 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="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FkpxLHGw1C5lV8OYMNEsG%2Fupdate%20link.png?alt=media&#x26;token=1369ab04-fd7a-4313-bd21-5845cdf61210" 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="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FUA5xhlVoJ6PLb26XxDfL%2Fcrm%20update.png?alt=media&#x26;token=2f6b51e7-9e76-4f1e-9604-c08f27f55edb" 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 %}

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MQlJJZ7KY9TZSFJIgwy%2F-MQlQM3W2EsVVe5odRAJ%2FSp_Mess_7.png?alt=media\&token=c5a3e0e2-67b9-4464-add5-a26d821f725a)

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

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MQoafbgh2MFikRpk8hv%2F-MQobZtM_Ozv-d38tdkW%2FSp_Mess_8.png?alt=media\&token=d8ab42c1-259b-40f2-91ba-a2a443c2225e)

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