Enable Access Auditing To Measure Your CRM Usage

One of the key success factors of implementing a new CRM is a high user adoption rate. Otherwise, the CRM strategy and implementation may be considered as a failutre.

When administrating Dynamics CRM, you may want to measure the usage and user connection frequency. First of what you need to configure is enabling audit. Afterwards you can analyze audit logs and take the right decisions to make the CRM meet better business and users expectations (check this post for more details Easily Export Audit Logs).

To enable user access navigate to Settings==>Auditing==>Global Audit Settings and check Start Auditing and Audit user access boxes.

start auditing

 

You can immediately check what’s changed in Settings==>Auditing==>Audit Summary View

auditsummaryview

 

Note:Audit logs are divided into 3 months partitions, you can check logs in Settings==>Auditing==>Audit Log Management

 

 

 

 

 

 

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Add New Languages To Your CRM

Dynamics CRM has a native amazing capability which allows every single user to use the application in his preferred language by changing personal options.

But first the available languages are just languages added to support by CRM administrator. To add new languages you should go to Settings==>Administration==>Languages then select one or many languages you want to make available for users and click Apply to enable it.

languages

 

language choice

Few minutes later, you can change your user language preference by clicking on Options in the navigation bar.

user options

 

Click now on the last tab “Languages” and choose another language among the languages you previously enabled. Refresh the home page and check the language change!!

setfrenchlang

 

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CRM 2016 : Postal Address Autocomplete

This is one of the most amazing and helpful new capabilities of this latest Dynamics CRM version. Finding and entering an address has never been simpler.

Suppose you’re looking for this address “10 Washington Street – NY City

Let’s Start by entering the first line

add1

Moving next generates a popup with the found places

foundplaces

 

I have choosen the address I’m looking for which is the first one and the CRM filled in all the address fields.

myaddress

 

Helpful isn’t it ?

 

 

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CRM2016 : Use DELVE to get relevant trends

One of the most amazign features of the latest version of MS CRM is that actually you can integrate Delve into your dashboards in order to get the relevant trends and documents. If you have already used Delve with O365 pack, you would have an idea about it. If you don’t let’s say that it’s like a search engine that automatically pushes content according to what seems to be relevant for you.

To add it to a dashboard, first of all you should check these prerequisites :

  • Delve is available for Dynamics CRM Online 2016 only
  • You should have an Office365 subscription or a subscription to an online service such as SharePoint or Exchange Online
  • SharePoint Online
  • Enable Server-side synchronisation (Check it in Dynamics CRM Settings==>Document Management==>Enable Server-Based SharePoint Integration) and have at least one active SharePoint site.

Afterwards you could enable Delve by navigationg to Settings==>Document Management ==>Manage Office Graph Integration

manageofficegraphintegratio

enabledelve

 

Once you’ve checked Enable Office Graph Integration checkbox you go to your dashboards to add a new Delve Component.

 

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Easily Export Audit Logs

If you have already used Audtining in Dynamics CRM, you may have noticed that you cannot export logs. This is an issue I have been facing recently when I was asked how we can perform stats and measure CRM’s use.

Fortunately, there are two ways to get that logs on an Excel file. The first method that we wont use is to query AuditBase SQL table. The second one, much easier, is to use an amazing tool : MSCRM ToolKit that you can download here http://mscrmtoolkit.codeplex.com/

Here’s how:

Once you’ve downloaded the tool, extract the zip package and launch MSCRMToolKit.exe and go to Connections Manager to enter your CRM connection information

 

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Once connected, you can go to Tools–>Audit Export Manager

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Now you can filter data you want to export, click save and then run Profile

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