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What’s going on in there ?!? The new CRM Organizational Insights Dashboard

Getting visibility into when and how people are using CRM is has been a challenge for years but a new feature in CRM 2016 (spring) is a really cool and quick way to get started.  It’s the Organization Insights Dashboard!

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(This is a prototype environment that only has me and a couple of sample users, so forgive the ‘light’ usage.)

Getting Started in your CRM 2016 Spring Online environment

To enable this cool feature:

  • Go to “Settings / Administration” – Choose “System Settings” – Select the “Preview” tab.
  • Check the box indicating that you have read and agreed to the license terms – (don’t worry, they’ll take good care of your firstborn.)
  • Then click ‘yes’ by the Organization Insights Preview and save it.

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Now go to your customization area and find/select the Organization Insights Dashboard and click on “Enable Security Roles” – then check any roles you want to be able to see this dashboard. Note: You might keep it to yourself initially, just to understand what the application tracks and understand how to interpret the data.

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Publish Customizations and refresh your browser – you should now see a new, almost exciting, dashboard!

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Customizing your Organization Insights Dashboard

Although the default dashboard shows 4 panes, there are actually 6 different graphs available. They are just another component that can be added to a dashboard. You can add any or all six of these components to existing or new new dashboard.  (See the first screenshot as an example)

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Enjoy the new insights into how your organization!

Going further

This type of insight is great and only takes a few moments to begin exploring, but for deeper view of the data, I’m currently extracting and analyzing the activities and audit logs in PowerBI as a way to explore usage of specific entities and even the actual fields on those entities – that type of granularity may be more than you need, but if you’re interested in exploring your usage data usage further, please reach out!

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