Use the Organization Insights solution to view metrics about your instance

Dynamics CRM 2016
 

Updated: July 19, 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.

Organization Insights solution version 1.2.0.0 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 CRM Online 2016 Update 1.1 (8.1.1) 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 Microsoft AppSource.

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

ChartID

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.

4555801D-0EAF-4100-891C-DB34400AB102

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.

F6F2B9FD-FCA8-427A-9A0D-CAC619A3EE74

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.

D0401D82-6E7F-4B84-8D86-825D72C68EE6

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.

B13D7ED8-06BE-4B0E-B314-A16A84099F1E

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.

35699BD6-6E49-463D-9DC0-4E968750778F

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.

9725801D-0EAF-4100-891C-DB34400AB102

Most Active Users Performing Operations

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

B173E5EC-195E-4803-B79A-2B1C2704BCB7

Most Used Custom Entities

List of custom entities which had the most Retrieve, Retrieve Multiple, Delete, Create, and Update SDK Calls.

5FD1EF3F-64C4-429C-83BC-95F0AD44B761

Most Used OOB Entities

List of out-of-box entities which had the most Retrieve, Retrieve Multiple, Delete, Create, and Update SDK Calls.

46A47AF1-325D-4A00-9F7E-6059D5AAB722

System_CAPS_noteNote

Retrieve and RetrieveMultiple SDK calls are reported as Reads.

Active usage chart data is updated as follows.

Chart

Update frequency

 

Total Active Users

1 hour

Most Used Entities

1 hour

Most Active Users (Reads)

1 hour

Total API Calls

1 hour

Total Page Requests

1 hour

Most Active Users (Changes)

1 hour

Total Operations

1 hour

Active Users Performing Specific Operations

1 hour

Active Users

1 hour

Most Active Users Performing Operations

1 hour

Most Used Custom Entities

1 hour

Most Used OOB Entities

1 hour

Organization Insights System Jobs Section

Use this dashboard to monitor and troubleshoot workflows.

Chart element

Description

ChartID

Workflow Executions

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

3555801D-0EAF-4100-891C-DB34400AB102

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.

1355801D-0EAF-4100-891C-DB34400AB102

System Jobs Throughput/Hour

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

090F51C1-7DBA-42BA-B031-FB1C0999EE28

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.

9D941442-759D-4C29-8348-ADCA2810A602

Most Active Workflows

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

7128FF54-B377-4236-ACFF-EEDF696461AA

Top Workflows By Failures

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

7A7C0FEE-A7BB-4C14-AF2A-76AC00350F82

System jobs chart data is updated as follows.

Chart

Update frequency

 

Workflow Executions

1 hour

System Jobs Pass Rate

1 hour

System Jobs Throughput / Hour

1 hour

Most Active Workflows

1 hour

System Jobs Executions and Backlog

1 hour

Top Workflows By Failures

1 hour

Organization Insights Plugins Section

Use this dashboard to monitor and troubleshoot plug-ins.

Chart element

Description

ChartID

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.

190F51C1-7DBA-42BA-B031-FB1C0999EE28

Plug-in Executions

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

D48FF5C9-BFC9-4E1C-9215-E76FDBFF282E

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.

A4094693-8638-44B5-83B1-B7EC8C8BFFF6

Most Active plug-ins

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

E505BCFC-5B13-4190-842C-E47622BF0A40

Top Plug-ins By Failures

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

1193CFAC-E8CF-48E9-9A22-A56AAFC1159C

Plug-ins chart data is updated as follows.

Chart

Update frequency

 

Plug-in Success Rate

1 hour

Most Active Plug-ins

1 hour

Plug-in Executions

1 hour

Average Plug-in Execution Time

1 hour

Top Plug-ins By Failures

1 hour

Organization Insights Storage Section

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

Chart element

Description

ChartID

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.

1C7B6699-9C07-478C-9C17-AF0D17160734

Storage Used By Dynamics 365 Instances (MB)

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

66BF5239-56EB-4979-AC92-177D98C5077B

Top Tables By Size - Current Dynamics 365 Instance

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

D37D16D2-C616-4F00-9E56-19E6AE218613

Top Tables By Row Count - Current Dynamics 365 Instance

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

BE23542E-2E03-42A5-BDF4-70A53DFCB519

Common Tables By Size - Current Dynamics 365 Instance

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

8614E00B-28D8-4C41-92E3-9F27AFD28AE7

Row Count of Common Tables - Current Dynamics 365 Instance

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

BE5127CC-1919-4AB4-A582-C5C3B601D456

Storage chart data is updated as follows.

Chart

Update frequency

 

Dynamics 365 Tenant Storage Utilization

1 day

Storage Used By Dynamics 365 Instances (MB)

1 day

Top Tables By Size - Current Dynamics 365 Instance

1 day

Size of Common Tables - Current Dynamics 365 Instance

1 day

Organization Insights API Call Statistics Section

Use this dashboard to monitor and troubleshoot API calls.

Chart element

Description

ChartID

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.

5555801D-0EAF-4100-891C-DB34400AB102

Top API By Failures

This chart shows top 10 failing API calls in the Dynamics 365 instance over the specified time.

CCB98704-6E3F-4302-AC96-0A4E286061FA

Total API Calls

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

9555801D-0EAF-4100-891C-DB34400AB102

Most Used API

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

C898F79D-D3D0-4894-B2E4-E94AC854007A

API Calls

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

4C7B6699-9C07-478C-9C17-AF0D17160734

API Call Statistics chart data is updated as follows.

Chart

Update frequency

 

API Success Rate

1 hour

Top API By Failures

1 hour

Most Used API

1 hour

Total API Calls

1 hour

 

API Calls

1 hour

Organization Insights Mailbox Usage Section

Use this dashboard to monitor email mailbox usage.

Chart element

Description

ChartID

Mailbox Details by GEO

This chart shows mailbox details like:

  • the number of server-side synch configured mailboxes

  • the number of server-side synch enabled mailboxes

  • the number of server-side synch Appointments, Contacts, and Tasks enabled mailboxes

  • the number of server-side synch incoming enabled mailboxes

  • the number of server-side synch outgoing enabled mailboxes categorized by the geo location the mailbox is hosted in

F90E2120-58B6-4D8B-B913-ADABE7EA4833

Mailboxes By Server Type

This chart shows the mailbox distribution by server type.

AFBB2C1B-6405-4D6C-8D21-D808F796405A

Active Email Server Profiles by Geo

This chart shows active server-side synch enabled mailboxes distributed over the geo location they are hosted in.

AE33B341-752B-4AC3-98F7-FC11EA8B5DE5

Mailboxes by Exchange Configuration

This chart shows the number of mailboxes categorized by their Exchange configuration.

1AF79B4C-0F75-403B-973A-573E0FDF775E

Number of Mailbox Configuration Errors

This chart shows the number of mailboxes configuration errors which occurred over the user-selected time frame.

DDFE9E31-41D9-4453-87EE-87A5C6D124F6

Mailbox Usage

This chart shows the number of server-side synch mailboxes over the time range selected by the user.

9E5E51CE-9C47-40E4-9862-B8D17D58E0EC

Number of Outlook Mailboxes

This chart shows the number of Outlook mailboxes configured for the organization.

BE94BA93-637E-4DEA-B8C6-50DFE57846B6

Number of Active Email Server Profiles

This chart shows the number of active email server profiles for the time range configured by the user.

522D6D36-FDFE-4CF4-9086-93BAA8628425

Mailbox Usage chart data is updated as follows.

Chart

Update frequency

 

Mailbox Details by Geo

30 minutes average

Active Email Server Profiles by Geo

5 minutes average

Mailboxes By Server Type

5 minutes average

Mailbox Usage

5 minutes average

 

Number of Mailbox Configuration Errors

30 minutes average

Number Of Active Email Server Profiles

5 minutes average

Number Of Outlook Mailboxes

15 minutes average

Mailboxes by Exchange Configuration

5 minutes average

Organization Insights Download Section

Use this dashboard to download the data selected for the date range selected as an Excel spreadsheet.

Chart element

Description

Most Active Users Performing Operations

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

Most Used Custom Entities

List of custom entities which had the most Retrieve, Retrieve Multiple, Delete, Create, and Update SDK Calls.

Most Used OOB Entities

List of out-of-box entities which had the most Retrieve, Retrieve Multiple, Delete, Create, and Update SDK Calls.

Download chart data is updated as follows.

Chart

Update frequency

 

Most Active Users Performing Operations

1 hour

Most Used Custom Entities

1 hour

Most Used OOB Entities

1 hour

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

Organization Insights supports retrieving chart data through the Web API OData v4 web service. For information about the Web API, see Use the Microsoft Dynamics 365 Web API.

The entity set name for the SavedOrgInsightsConfiguration entity is savedorginsightsconfigurations which needs the SavedOrgInsightsConfigurationId, JSONDataStartTime and JSONDataEndTime to return data in the given time range. The data can then be used to render custom charts or do further post-processing as required.

The following is the format by which data can be retrieved, using the ChartID GUID value for the charts listed above.

[ClientUrl]/api/data/v8.1/savedorginsightsconfigurations?$filter=savedorginsightsconfigurationid eq [ChartID] and jsondatastarttime eq [StartTime] and jsondataendtime eq [EndTime]&$select=jsondata

A sample query with GUID and time ranges populated would look something like the following:

[ClientUrl]/api/data/v8.1/savedorginsightsconfigurations?$filter=savedorginsightsconfigurationid eq 5187781c-da7c-4762-aeb3-85f908a2777c and jsondatastarttime eq 2017-07-11T18:30:00.000Z and jsondataendtime eq 2017-07-12T18:30:00.000Z&$select=jsondata

The following is a sample result for the query:

{
  "@odata.context":"https://[ClientUrl]/api/data/v8.1/$metadata#savedorginsightsconfigurations(jsondata)","value":[
    {
      "jsondata":"{\"RequestId\":\"101fa8c3-1221-4f3c-9cf7-1eb35cf2eeba\",\"Results\":[{\"Dates\":[\"7/10/2017 2:00 PM\",\"7/10/2017 3:00 PM\",\"7/10/2017 4:00 PM\",\"7/10/2017 5:00 PM\",\"7/10/2017 6:00 PM\",\"7/10/2017 7:00 PM\",\"7/10/2017 8:00 PM\",\"7/10/2017 9:00 PM\",\"7/10/2017 10:00 PM\",\"7/10/2017 11:00 PM\",\"7/11/2017 12:00 AM\",\"7/11/2017 1:00 AM\",\"7/11/2017 2:00 AM\",\"7/11/2017 3:00 AM\",\"7/11/2017 4:00 AM\",\"7/11/2017 5:00 AM\",\"7/11/2017 6:00 AM\",\"7/11/2017 7:00 AM\",\"7/11/2017 8:00 AM\",\"7/11/2017 9:00 AM\",\"7/11/2017 10:00 AM\",\"7/11/2017 11:00 AM\",\"7/11/2017 12:00 PM\",\"7/11/2017 1:00 PM\",\"7/11/2017 2:00 PM\",\"7/11/2017 3:00 PM\",\"7/11/2017 4:00 PM\",\"7/11/2017 5:00 PM\",\"7/11/2017 6:00 PM\",\"7/11/2017 7:00 PM\",\"7/11/2017 8:00 PM\",\"7/11/2017 9:00 PM\",\"7/11/2017 10:00 PM\",\"7/11/2017 11:00 PM\",\"7/12/2017 12:00 AM\",\"7/12/2017 1:00 AM\",\"7/12/2017 2:00 AM\",\"7/12/2017 3:00 AM\",\"7/12/2017 4:00 AM\",\"7/12/2017 5:00 AM\",\"7/12/2017 6:00 AM\",\"7/12/2017 7:00 AM\",\"7/12/2017 8:00 AM\",\"7/12/2017 9:00 AM\",\"7/12/2017 10:00 AM\",\"7/12/2017 11:00 AM\",\"7/12/2017 12:00 PM\",\"7/12/2017 1:00 PM\"],\"Rollup\":\"PT1H\",\"Metrics\":[{\"Name\":\"activeusers\",\"Values\":[728.0,645.0,531.0,473.0,528.0,542.0,526.0,498.0,461.0,497.0,557.0,578.0,580.0,585.0,569.0,635.0,786.0,819.0,877.0,855.0,783.0,708.0,690.0,678.0,638.0,540.0,452.0,437.0,452.0,492.0,496.0,434.0,452.0,454.0,503.0,545.0,541.0,526.0,520.0,576.0,742.0,840.0,872.0,806.0,753.0,692.0,671.0,0.0]}]}]}","_modifiedby_value":"42d582c5-4091-446c-a9ba-90e7f0a9bb9d","description":"Active Users","lookback":2,"isdefault":true,"isdrilldown":false,"_modifiedonbehalfby_value":"00000000-0000-0000-0000-000000000000","name":"Active Users","metrictype":1,"parameters":"<Parameters><MetricIds><MetricId>C1BCC999-D150-4591-B0A5-0684A6A0F618</MetricId></MetricIds><DisplayOptions><ColorOptions><Colors>['#A83D1E']</Colors></ColorOptions></DisplayOptions></Parameters>","_createdby_value":"42d582c5-4091-446c-a9ba-90e7f0a9bb9d","_createdonbehalfby_value":"00000000-0000-0000-0000-000000000000","plotoption":2,"savedorginsightsconfigurationid":"9725801d-0eaf-4100-891c-db34400ab102"
    }
  ]
}

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