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.

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.

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

Note: The same steps apply to Delete and Assign actions.

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.

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.

Note: If the user doesn't select at least one attribute, updates will be tracked for all attributes in the schema.

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

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

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

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.

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

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

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)

Note: Apply the same steps as Create action to Assign actions

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

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