Preview feature: Use the Organization Insights dashboard to view metrics about your instance
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.
Important |
|---|
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 (
) next to the dashboard title, and then click Organization Insights Dashboard. The following charts are provided.

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.

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.

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.

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.

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.

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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