Preview feature: Use the Organization Insights dashboard to view metrics about your instance

Dynamics CRM 2016
 

Updated: February 27, 2017

Applies To: Dynamics 365 (online), Dynamics CRM Online

Use the Organization Insights dashboard to get a quick view of key Dynamics 365 (online) metrics such as the number of active users and page requests.

System_CAPS_importantImportant

The Organization Insights dashboard is a preview feature in Microsoft Dynamics CRM Online 2016 Update 1.  A preview feature is a feature that is not complete, but is made available before it’s officially in a release so customers can get early access and provide feedback. Preview features aren’t meant for production use and may have limited or restricted functionality. To use this feature, it must be turned on and the license terms must be accepted. What are Preview features and how do I enable them?  Microsoft doesn't provide support for this preview feature. Microsoft Dynamics 365 Technical Support won’t be able to help you with issues or questions. Preview features aren't meant for production use and are subject to a separate supplemental terms of use.

Consider using the new Organization Insights solution for a richer view of your instance metrics. Organization Insights dashboard will remain a preview feature and will be deprecated once the Organization Insights solution is fully available.

Note the following:

  • In all charts, you can select a two hour (2H), forty-eight hour (48H) or thirty-day (30D) time period for data to be included in the chart. Data is refreshed as shown in the following table.

    Lookback period

    Data aggregation interval

    2H

    5 minutes

    48H

    1 hour

    30D

    1 day

  • Expect a data synchronization delay of approximately 45 minutes or more. For example, at 4:30 PM, a 2 hour (2H) lookback might show data in the chart for 1:45 PM to 3:45 PM.

  • Aggregation intervals use the UTC time standard and not the user-defined time zone.

  • If a chart has multiple elements such as Most Active Users, you can click the chart element to switch its display.

To view the Organization Insights dashboard, go to any dashboard, click Select (Drop-down button) next to the dashboard title, and then click Organization Insights Dashboard. The following charts are provided.

Organization Insights Active Users chart

Chart element

Description

Active Users

Total number of active users (unique users) who performed an operation that caused one of these SDK calls: Retrieve, Retrieve Multiple, Delete, Create, and Update.

This chart shows the adoption and usage of your Dynamics 365 instance based on active users (unique users) with read, write, create, and update actions.

Organization Insights Most Active Users (Reads) chart

Chart element

Description

Reads

List of most active users who performed an operation that caused a Retrieve or Retrieve Multiple SDK call in your Dynamics 365 instance over the selected time period.

This chart lists the top ten users who performed the most Read operations in your Dynamics 365 instance.

Organization Insights Most Active Users (Changes) chart

Chart element

Description

Creates

List of most active users who performed an operation that caused a Create SDK call in the Dynamics 365 instance over the selected time period.

Updates

List of most active users who performed an operation that caused an Update SDK call in the Dynamics 365 instance over the selected time period.

Deletes

List of most active users who performed an operation that caused a Delete SDK call in the Dynamics 365 instance over the selected time period.

This chart lists the top ten users who performed the most change operations (creates, updates, deletes) in your Dynamics 365 instance.

Organization Insights Specific Operations chart

Chart element

Description

Updates

Total number of unique users who performed an operation that caused an Update SDK call. Updates for all entities are included.

Creates

Total number of unique users who performed an operation that caused a Create SDK call. Creates for all entities are included.

Reads

Total number of unique users who performed an operation that caused a Retrieve or Retrieve Multiple SDK call. Reads for all entities are included.

Deletes

Total number of unique users who performed an operation that caused a Delete SDK call. Deletes for all entities are included.

This chart shows how many unique users are performing which types of operations (create, update, deletes, reads) in your Dynamics 365 instance over the specified time.

Organization Insights Total Operations chart

Chart element

Description

Updates

Total number of Update SDK calls. Updates for all entities are included.

Creates

Total number of Create SDK calls. Creates for all entities are included.

Deletes

Total number of Delete SDK calls. Deletes for all entities are included.

Reads

Total number of Retrieve and Retrieve Multiple SDK calls. Reads for all entities are included.

This chart shows how many operations (create, update, deletes, reads) have occurred in the Dynamics 365 instance over the specified time.

Organization Insights Total Page Requests chart

Chart element

Description

Forms

Number of requests for form loads.

Dashboards

Number of requests for dashboards.

Reports

Number of requests for reports.

This chart shows the number of page load requests for forms, dashboards, and reports. This is a count of requests received by the Dynamics 365 server. Pages that are cached while browsing won't be counted.

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