Friday 23 June 2017

Organization Insights in Microsoft Dynamics CRM

Step By Step Process to use Organization Insights in Microsoft Dynamics CRM

Hi All. In CRM, a new feature "Organization Insights" has been added which helps in keeping track of 'Active Usage', 'System Jobs', 'API Call Statistics', 'Storage', etc.

Here I am going to explain in a very simple way how to use Organization Insights in Dynamics 365 CRM.

  Step 1: Go to 'System Settings' inside Administration:


Step 2: Set 'Enable Organization Insights Preview' to 'Yes':

Step 3: Go to Home page of Dynamics 365 account:

Step 4: Click on '+' sign as shown below to add new application:

Step 5: Search 'insights'. You will see "Microsoft Dynamics 365 - Organization Insights". Click on "Get it now". After few minutes (not more than 2min), it will get installed:

 Step 6: Go and check a new solution for Organization Insights. It means it is now successfully installed:




Step 6: Go to the 'Settings' tab. You'll find there 'Organization Insights':


After clicking, you'll get your insights. :)



Enjoyyyyy :) :) :)

1 comment:

  1. I have followed the above steps but the dashboard detail is not populating, what steps can be taken to resolve? I am an System Administrator so have security rights to activate.

    ReplyDelete