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Record user engagement? RRS feed

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    I need to monitor the engagement level of an Account by the sales teams. How do I do this? Is there a feature in CRM that monitors this?

    I would like to be able to report on how our CRM system is being utilized. There was a tool on Codeplex that I used before - please don't suggest this as it is useless for what I need. Thanks.

    Wednesday, November 26, 2014 10:10 AM

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    I had to do this on a project I worked on. The only simple but correct and accurate way to do this would be to use a custom workflow & some client-side code.

    On the client side, on form load have a start date and an end date field. When someone opens the account record, the starting time is recorded, when they leave the form, record that time too. Subtract the two to give you the seconds on form. The custom workflow side - grab the users details and log that against a custom entity. You can use a simple counter to increment the number of times a user enters a record.

    This has quite a large overhead so be sure to configure SQL server with the right indexes and to do a cleanup every night. I hope this makes sense.

    • Marked as answer by AmSingh34 Wednesday, November 26, 2014 4:55 PM
    Wednesday, November 26, 2014 1:37 PM

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  • Question
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    I had to do this on a project I worked on. The only simple but correct and accurate way to do this would be to use a custom workflow & some client-side code.

    On the client side, on form load have a start date and an end date field. When someone opens the account record, the starting time is recorded, when they leave the form, record that time too. Subtract the two to give you the seconds on form. The custom workflow side - grab the users details and log that against a custom entity. You can use a simple counter to increment the number of times a user enters a record.

    This has quite a large overhead so be sure to configure SQL server with the right indexes and to do a cleanup every night. I hope this makes sense.

    • Marked as answer by AmSingh34 Wednesday, November 26, 2014 4:55 PM
    Wednesday, November 26, 2014 1:37 PM
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    I'm not sure about the start stop time but I like the idea of a simple Jscript counter. Thanks for the help.
    Wednesday, November 26, 2014 4:56 PM