Microsoft Dynamics CRM 365 Logging and Customization
Dynamics CRM provides a comprehensive sales analytics platform. It enables you to track the progress of your salespeople and gain insights into your customer base. It also provides a way to monitor your customers’ activity on your website, portals and marketplaces.
When you create an application user, the form is a little different than the normal Add/Locate Users modal. It only has three fields. The first is the Azure AD Application ID, which is unique to each application.
User Adoption Monitor
User adoption is a crucial factor for the success of CRM products. To ensure that the CRM solution is used as intended, it’s important to identify and measure metrics that capture activation, intensity/stickiness, depth of use, and product retention. These metrics help companies understand how well a product is working and what areas need improvement.
A tool like User Adoption Monitor can help you monitor the productivity of your users. It tracks the activities of end users, including their Create, Read, Update, Delete, QualifyLead, and Win actions on a daily, weekly, or monthly basis. It also enables you to keep track of targets assigned to your users.
Having a tool like User Adoption Monitor can improve the user experience and encourage employees to utilize their CRM software. This way, they can make the most of its features and achieve their business goals. The more comfortable they feel using the system, the greater their performance will be.
Single Sign-On (SSO)
SSO is a federated identity management tool that allows users to sign in to multiple applications using the same set of credentials. This helps to reduce password fatigue and eliminates the risk of phishing attacks by ensuring that only valid users can access sensitive business data. In addition, SSO helps to maintain compliance with regulatory frameworks such as CMMC, GDPR, and HIPAA.
When implementing SSO, it is important to carefully plan and prepare for deployment. This includes identifying the requirements and goals of the project and involving stakeholders throughout the process. It is also necessary to perform regular security audits and vulnerability scans to identify any potential threats.
To enable SSO, select a user in CRM that will become the ClickDimensions Service User. This user must be an admin account that can perform all functions. Then, choose a method for user authentication and click Next. The next page will display a Terms and Conditions screen. Click Accept to enable SSO.
Auditing User Logins
Microsoft Dynamics CRM has a feature that enables you to track who is accessing your system. The audit log shows all the actions performed by a user, including when they signed in and logged out. This can help you monitor employee productivity and security. It can also track how often a user reads records.
To configure auditing, you must have the system administrator or customizer security role or equivalent permissions. You can enable the audit log for a specific entity, or you can enable it for all entities. You can even filter the log by action type, date range, or user.
You can also view the associated tracking record of a sign-in/log-out event in the Audit Summary View. This is a quick and easy way to get in-depth information about the user’s login activity. However, this method works best for tracking daily activities. It uses fetch xml aggregation, which limits the amount of data that can be returned per query.
Customization
Customization involves making changes to the software vendor’s product beyond what is provided by the platform. This can be done using the vendor’s API or by building a workaround with other tools. Customization also entails maintaining code, ensuring that it continues to work as the platform is updated. If you use unsupported customizations, you may not be able to get technical support from Microsoft.
A common customization involves changing the standard lookup views that are available for most CRM tables. For example, the out-of-the-box Account Lookup View shows the account name, corporate email address, and main phone number. However, many users find this information insufficient when choosing an account. By adding the city to the lookup view, you can improve the user experience and increase the likelihood of selecting the correct account.
To customize this feature, go to Entity Configurations -> Application-loginlogout. This will enable a Log-in/Log-out button on the home grid ribbon and create associated Tracking records for every user login.