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



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









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




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



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