Use the Organization Insights solution to view metrics about your instance

Dynamics CRM 2016
 

Updated: March 8, 2017

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

Organization Insights for Dynamics 365 (online) provides important adoption and use metrics for your Dynamics 365 organization, and tools to help you stay ahead of performance and support issues.

        
System_CAPS_importantImportant

Check your version of the Organization Insights solution. In Dynamics 365 (online) , go to Settings > Solutions, and determine the version of OrganizationInsightsSolution.

If you have installed the Organization Insights solution version 1.1.0.0 or later, this is the officially supported version.

If you have installed version 1.0.0.0, this is a preview feature in December 2016 update for Microsoft Dynamics 365 (online). You can download the latest version from AppSource. 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 provide feedback for this feature, use the Feedback button. Organizations Insights Feedback button

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.

Key highlights

  • Available as a solution: Organization Insights is available as a preferred solution from AppSource and is compatible with December 2016 update for Microsoft Dynamics 365 (online) (8.2) or later.

  • Customizable dashboards: Set up your organization’s dashboard to provide a rich user experience and snapshots of your organization’s most important data.

  • Monitor adoption and use: Identify your most active users, the number and types of operations they’re performing, number of pages requests, most-used entities, workflows, plug-ins, and more, over a period of time as you work toward your adoption goals.

  • Manage storage and performance: Monitor storage quotas, storage use, and top tables by size to optimize performance.

  • Troubleshoot effectively: Drill down into the details of your top failing workflows and API calls to quickly diagnose and troubleshoot errors.

  • OData support: Expose Organization Insights entities through OData for extension by independent software vendors.

  • Original Organization Insights dashboard: You can also view metrics using the Organization Insights dashboard released with Microsoft Dynamics CRM Online 2016 Update 1. See Preview feature: Use the Organization Insights dashboard to view metrics about your instance. This dashboard does not have all the metrics available with the solution version.

The new Organization Insights is a preferred solution that you can install from the Dynamics Marketplace.

System_CAPS_noteNote

If you are using a trial version of Dynamics 365 (online), you can install the new Organization Insights from AppSource

  1. In Dynamics 365, from the main menu, click Settings > Dynamics Marketplace.

  2. In the search box, type "organization insights".

  3. When you see the Organization Insights app, click Try, and then Continue.

  4. In the Add the application to Dynamics 365 dialog box, choose your organization.

  5. Proceed through the terms of service and click Agree.

  6. To verify that the solution is installed, go to Settings > Solutions. You will see Organization Insights in the list of solutions.

    System_CAPS_noteNote

    While the solution is installing, the status of the solution changes to "Installation pending". When it's installed and ready to use, the status will change to "Installed".

  7. To view the new Organization Insights dashboard, go to Settings > Organization Insights.

Organization Insights Home Section

This is the default dashboard that provides information on the number of active Dynamics 365 users, storage usage, the most active workflows, and more.

Chart element

Description

Total 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.

Total API Calls

Total number of API calls that were made by the Dynamics 365 instance for the selected time period.

API Success Rate

This chart shows the API success rate as percentage of total API calls that were made in the Dynamics 365 instance over the specified time.

Plug-in Executions

This chart shows how many plug-ins have been executed in the Dynamics 365 instance over the specified time.

Total Operations

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

Most Active Users (Changes)

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

Top Plug-ins By Failures

This chart shows top 10 most failing plug-in in the Dynamics 365 instance over the specified time.

Organization Insights Active Usage Section

Use this dashboard to find out how many Dynamics 365 users there are, how many licenses are in use, what custom entities are used most frequently, and more.

Chart element

Description

Total 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.

Total API Calls

Total number of API calls that were made by the Dynamics 365 instance for the selected time period.

Most Used Entities

Ten Entities which had the most Retrieve, Retrieve Multiple, Delete, Create, and Update SDK Calls.

Most Active Users (Reads)

List of most active users who performed reads (Retrieve and RetrieveMultiple SDK calls) in the Dynamics 365 instance over the specified time.

Total Page Requests

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

Most Active Users (Changes)

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

Total Operations

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

Active Users Performing Specific Operations

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

Active Users

Number of active users (unique users) in your instance who performed an operation that caused one of these SDK calls: Retrieve, Retrieve Multiple, Delete, Create, and Update over time.

System_CAPS_noteNote

Retrieve and RetrieveMultiple SDK calls are reported as Reads.

Organization Insights System Jobs Section

Use this dashboard to monitor and troubleshoot workflows.

Chart element

Description

Workflow Executions

This chart shows how many workflows have been executed in the Dynamics 365 instance over the specified time.

System Jobs Pass Rate

This chart shows the system job’s pass rate as percentage of system jobs that were executed in the Dynamics 365 instance over the specified time.

System Jobs Throughput/Minute

This chart shows the average system jobs that have been executed per hour in the Dynamics 365 instance over the specified time.

Executions and Backlog

This chart shows the number of executions and the backlog for system jobs in the Dynamics 365 instance over the specified time.

Most Active Workflows

This chart shows top 10 most executed workflows in the Dynamics 365 instance over the specified time.

Top Workflows By Failures

This chart shows top 10 most failing workflows in the Dynamics 365 instance over the specified time. Click on a workflow to see the failures and their number of occurrences.

Organization Insights Plugins Section

Use this dashboard to monitor and troubleshoot plug-ins.

Chart element

Description

Plug-in Success Rate

This chart shows the plug-in pass rate as percentage of total plug-in executions that were executed in the Dynamics 365 instance over the specified time.

Plug-in Executions

This chart shows how many plug-ins have been executed in the Dynamics 365 instance over the specified time.

Average Plug-in Execution Time

This chart shows average time taken to successfully execute a plug-in in the Dynamics 365 instance over the specified time.

Most Active plug-ins

This chart shows top 10 most executed plug-ins in the Dynamics 365 instance over the specified time.

Top Plug-ins By Failures

This chart shows top 10 most failing plug-in in the Dynamics 365 instance over the specified time.

Organization Insights Storage Section

This dashboard provides a look at storage used by your tenant and instances.

Chart element

Description

Dynamics 365 Tenant Storage Utilization

This chart shows the storage used by all the Dynamics 365 instances of your tenant out of the total storage allocated to the tenant.

Storage By Dynamics 365 Instances (MB)

This chart shows the breakdown of the storage used by the Dynamics 365 instances of your tenant

Top Tables By Size - Current Dynamics 365 Instance

This chart shows top 10 largest tables by size and their row count in the Dynamics 365 instance database.

Common Tables By Size - Current Dynamics 365 Instance

This chart shows the size and number of rows of some common tasks of tables in the Dynamics 365 instance database.

Organization Insights API Call Statistics Section

Use this dashboard to monitor and troubleshoot API calls.

Chart element

Description

API Success Rate

This chart shows the API success rate as percentage of total API calls that were made in the Dynamics 365 instance over the specified time.

Total API Calls

This chart shows how many API calls have been made in total in the Dynamics 365 instance over the specified time.

Most Used API

This chart shows top 10 most executed API calls in the Dynamics 365 instance database.

API Calls

This chart shows how many API calls have been made over time in the Dynamics 365 instance over the specified time.

You can easily customize Organization Insights dashboards to meet your information requirements. Look for these buttons in the upper-right corner of the Dynamics 365 screen.

Control

Description

Edit

Organizations Insights Edit button

Click to edit the dashboard. Once in edit mode, you can add, remove, resize, and reposition charts in the Home dashboard.

In other dashboards, you can reposition and resize charts. You cannot add or remove charts.

Save

Organizations Insights Save button

Click Save to record all your dashboard changes.

Add

Organizations Insights Add button

Click for a list of charts you can add to the dashboard. You cannot add multiple copies of the same chart in the Home dashboard.

Chart menu

Add an Organization Insights chart

Charts you can add to a dashboard.

Close

Organizations Insights Close button

Click to close the Chart menu.

Feedback

Organizations Insights Feedback button

We want your feedback! Click Feedback to let us know how we're doing.

More options

Organizations Insights More button

Click More options > Reset to default dashboard to revert all your dashboard changes. This will reset all changes you've made to any dashboard to default values.

Remove and Resize

Organization Insights Custom Controls

When you click Edit, you can remove, resize, and move charts in the Home dashboard. In other dashboards, you can resize and move the charts but not remove them.

Export

Organization Insights Export Data to Excel

Click to export chart data to Excel. Not all charts can be exported.

By default, the dashboard is available to System Administrator and System Customizer security roles. Access can be granted to other security roles, by providing Read privilege to Saved Organization Insights Configuration.

  1. Click Settings > Security > Security Roles.

  2. Select a security role, and then click the Core Records tab.

  3. Scroll down to Saved Organization Insights Configuration and click the Read privilege.

  4. Click Save and Close.

Grant Read privilege to Salesperson security role

 

To let other users make modifications to their dashboard layout, grant Create, Read, Write, and Delete privileges for the OrgInsights User Dashboard Definition custom entity.

  1. Click Settings > Security > Security Roles.

  2. Select a security role, and then click the Custom Entities tab.

  3. For OrgInsights User Dashboard Definition, and click the Create, Read, Write, and Delete privileges .

  4. Click Save and Close.

Organization Insights Custom entity

You can adjust the time range for the data presented in the dashboards charts. After selecting the From and To range, click the Play button (Organization Insights Calendar Play button) to refresh your data.

Select the date range for your data

 

Consider the following about the Organization Insights calendar:

  • The Calendar control is not available for the Storage dashboard and not applicable to any storage related chart as only the latest information is shown for those charts.

  • Default time range is shown for the past 48 hours.

  • Data is only shown for the applied time range.

  • Data is available from the time of release of the solution in AppSource, and will be retained for 90 days.

  • Data is shown for time series at an hourly aggregation interval.

  • The data shown for a hourly aggregation interval represents the whole hour. For example, if the number of active users at 2:00 PM is 5, there were 5 active users between 1:00 and 2:00 PM.

    Organization Insights active users chart

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