Organization Insights for Dynamics 365

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With the release of Dynamics 365, comes a very useful app that is free to download into CRM for Dynamics 365 only. This feature is called Organization Insights. It provides an abundance of useful information for system administrators. This information is normally found by searching through CRM or requesting it from Microsoft directly.


Organization Insights gives users the ability to see useful technical information related to their CRM instance. When users first open Organization Insights, the first page they will see is the dashboard. This displays all the pertinent information for their CRM instance. Users can customize this page so they can choose what information they want to show up first. An example of this is below. Having this information available on the front page instead of having to drill into or search for it will save users time in monitoring their CRM instance.




There are also various tabs that allow you to dig deeper into each metric. Under the Active Usage tab, you can see which users are the most active. It also displays the most used entities and is broken down into how many users are creating, reading, updating and deleting records. The most commonly used entities are also shown here. This can come in handy for scheduling maintenance and deploying new solutions into CRM.




The next tab is one that is very useful to system administrators. This is the system job tab. Displayed here is the success rate for all jobs, total executions, most active workflows and system jobs running per hour. This makes it very easy to troubleshoot issues with workflows.  The workflows with the most failures will show up here.




The following tab is the Plug in Tab. This tab displays plugin success rates and failures. This helps to see that everything is performing properly and will show if there were any issues with the plugins. This is a great view for development/support resources to pinpoint any issues that are happening behind the scenes in CRM. It shows exactly what plug ins are causing the problems.




The next tab is the one I have found to be very useful since this contains information administrators could not directly access before. This app now gives us the ability to see the top tables and download all this information ourselves without support from Microsoft. We now have instant access to this information and can identify issues ourselves. Administrators can now actively monitor how the storage is being used for their CRM instance.




The last tab we have is for API Calls Statistics. This shows the success rates and which ones are failing the most. This gives administrators the ability to quickly assess and troubleshoot issues in their CRM instance.




As you can see, this tool is very useful. This is going to be great for troubleshooting and diagnosing CRM issues. It will also help with monitoring everyday usage of CRM for an organization.


Beringer Technology Group, a leading Microsoft Gold Certified Partner specializing in Microsoft Dynamics 365 and CRM for Distribution. We also provide expert Managed IT ServicesBackup and Disaster RecoveryCloud Based Computing and Unified Communication Systems.

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