CRM User Activities Reports - Dynamics CRM 2011 RRS feed

  • Question

  • Is there a way to generate a report to show the CRM user activities after login and frequency of logging in, etc.?

    Any 3rd party tool or SQL query I can use to do this?

    Friday, January 23, 2015 4:15 PM

All replies

  • There are 3 main approaches:

    • Providing you have Crm 2011 Update Rollup 5, or higher, you can enable 'Audit user access' in the auditing settings, then query the information using a SQL query on the Audit view (not that there is no FilteredAudit filtered view)
    • If Crm is OnPremise, and you use AD authentication, then you could use IIS logging - see http://blogs.msdn.com/b/crm/archive/2009/04/08/crm-usage-reporting-unleashed.aspx . However, if you use Claims authentication, then you will not get the username in the log
    • Write a plugin on one of the common messages (maybe Retrieve of the UserSettings entity), and write information about who has connected, and when, to a custom entity, or separate database

    All of the above are most effective for users who access CRM using a browser. If they have the Crm Outlook client, then there is a fair amount of background activity, even if the user is not accessing any CRM functionality, which is not that simple to filter out.

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    Monday, January 26, 2015 10:07 PM