Use the Organization Insights solution to viewmetrics about your instance
Updated: May 30, 2017
Applies To: Dynamics 365 ﴾online﴿, Dynamics CRM Online
Organization Insights for Dynamics 365 ﴾online﴿ provides important adoption and use metrics for your Dynamics 365organization, and tools to help you stay ahead of performance and support issues.
Important
Check your version of the Organization Insights solution. In Dynamics 365 ﴾online﴿, go to Settings > Solutions, anddetermine the version of OrganizationInsightsSolution.
Organization Insights solution version 1.2.0.0 is the officially supported version.
If you have installed version 1.0.0.0, this is a preview feature in December 2016 update for Microsoft Dynamics 365 ﴾online﴿.You can download the latest version from AppSource. A preview feature is a feature that is not complete, but is madeavailable before it’s officially in a release so customers can get early access and provide feedback. Preview features aren’tmeant for production use and may have limited or restricted functionality.
To provide feedback for this feature, use the Feedback button.
Microsoft doesn't provide support for this preview feature. Microsoft Dynamics 365 Technical Support won’t be able to helpyou with issues or questions. Preview features aren't meant for production use and are subject to a separate supplementalterms of use.
Key highlights
Available as a solution: Organization Insights is available as a preferred solution from AppSource and is compatible withCRM Online 2016 Update 1.1 ﴾8.1.1﴿ or later.
Customizable dashboards: Set up your organization’s dashboard to provide a rich user experience and snapshots of yourorganization’s most important data.
Monitor adoption and use: Identify your most active users, the number and types of operations they’re performing,number of pages requests, most‐used entities, workflows, plug‐ins, and more, over a period of time as you work towardyour adoption goals.
Manage storage and performance: Monitor storage quotas, storage use, and top tables by size to optimizeperformance.
Dynamics CRM 2016
Troubleshoot effectively: Drill down into the details of your top failing workflows and API calls to quickly diagnose andtroubleshoot errors.
OData support: Expose Organization Insights entities through OData for extension by independent software vendors.
Original Organization Insights dashboard: You can also view metrics using the Organization Insights dashboardreleased with Microsoft Dynamics CRM Online 2016 Update 1. See Preview feature: Use the Organization Insightsdashboard to view metrics about your instance. This dashboard does not have all the metrics available with the solutionversion.
Tip
Check out the following video: Monitor your Dynamics 365 ﴾online﴿ instance with Organization Insights.
In this topicInstall and view the Organization Insights solution
Home ﴾default﴿
Active Usage
System Jobs
Plug‐ins
Storage
API Call Statistics
Mailbox Usage
Download
Customize your Customer Insights dashboard
Granting access to the Organization Insights dashboard
View data for different time ranges
Install and view the Organization Insights solutionThe new Organization Insights is a preferred solution that you can install from the Microsoft AppSource.
Note
If you are using a trial version of Dynamics 365 ﴾online﴿, you can install the new Organization Insights from AppSource.
1. In Dynamics 365, from the main menu, click Settings > Dynamics Marketplace.
2. In the search box, type "organization insights".
3. When you see the Organization Insights app, click Try, and then Continue.
4. In the Add the application to Dynamics 365 dialog box, choose your organization.
5. Proceed through the terms of service and click Agree.
6. To verify that the solution is installed, go to Settings > Solutions. You will see Organization Insights in the list ofsolutions.
Note
While the solution is installing, the status of the solution changes to "Installation pending". When it's installed andready to use, the status will change to "Installed".
7. To view the new Organization Insights dashboard, go to Settings > Organization Insights.
Home ﴾default﴿
About this dashboardThis is the default dashboard that provides information on the number of active Dynamics 365 users, storage usage, themost active workflows, and more.
What's included in this dashboard
Chart element Description
Total ActiveUsers
Total number of active users ﴾unique users﴿ who performed an operation that caused one of theseSDK calls: Retrieve, Retrieve Multiple, Delete, Create, and Update.
Total API Calls Total number of API calls that were made by the Dynamics 365 instance for the selected time period.
API SuccessRate
This chart shows the API success rate as percentage of total API calls that were made in the Dynamics365 instance over the specified time.
Plug‐inExecutions
This chart shows how many plug‐ins have been executed in the Dynamics 365 instance over thespecified time.
TotalOperations
This chart shows how many operations ﴾create, update, deletes, reads﴿ have occurred in the Dynamics365 instance over the specified time.
Most ActiveUsers ﴾Changes﴿
List of most active users who performed an operation that caused a Create, Update, or Delete SDKcall in the Dynamics 365 instance over the selected time period.
Top Plug‐ins ByFailures
This chart shows top 10 most failing plug‐in in the Dynamics 365 instance over the specified time.
Active Usage
About this dashboardUse this dashboard to find out how many Dynamics 365 users there are, how many licenses are in use, what custom entitiesare used most frequently, and more.
What's included in this dashboard
Chart element Description
Total Active Users Total number of active users ﴾unique users﴿ who performed an operation that caused one ofthese SDK calls: Retrieve, Retrieve Multiple, Delete, Create, and Update.
Total API Calls Total number of API calls that were made by the Dynamics 365 instance for the selected timeperiod.
Most Used Entities Ten Entities which had the most Retrieve, Retrieve Multiple, Delete, Create, and Update SDKCalls.
Most Active Users﴾Reads﴿
List of most active users who performed reads ﴾Retrieve and RetrieveMultiple SDK calls﴿ in theDynamics 365 instance over the specified time.
Total Page Requests The number of page load requests for forms, dashboards, and reports. This is the count ofrequests received by the Dynamics 365 server. Pages that are cached while browsing won't becounted.
Most Active Users﴾Changes﴿
The top ten users who performed the most change operations ﴾creates, updates, deletes﴿ in yourDynamics 365 instance.
Total Operations This chart shows how many operations ﴾create, update, deletes, reads﴿ have occurred in theDynamics 365 instance for the selected time period.
Active UsersPerforming SpecificOperations
Total number of active users ﴾unique users﴿ over time who performed an operation that causedone of these SDK calls: Retrieve, Retrieve Multiple, Delete, Create, and Update.
Active Users Number of active users ﴾unique users﴿ in your instance who performed an operation that causedone of these SDK calls: Retrieve, Retrieve Multiple, Delete, Create, and Update over time.
Most Active UsersPerformingOperations
List of most active users ﴾unique users﴿ over time who performed an operation that caused oneof these SDK calls: Retrieve, Retrieve Multiple, Delete, Create, and Update.
Most Used CustomEntities
List of custom entities which had the most Retrieve, Retrieve Multiple, Delete, Create, andUpdate SDK Calls.
Most Used OOBEntities
List of out‐of‐box entities which had the most Retrieve, Retrieve Multiple, Delete, Create, andUpdate SDK Calls.
Note
Retrieve and RetrieveMultiple SDK calls are reported as Reads.
Update frequencyActive usage chart data is updated as follows.
Chart Update frequency
Total Active Users
1 hour
Most Used Entities 1 hour
Most Active Users ﴾Reads﴿ 1 hour
Total API Calls 1 hour
Total Page Requests 1 hour
Most Active Users ﴾Changes﴿ 1 hour
Total Operations 1 hour
Active Users Performing Specific Operations 1 hour
Active Users 1 hour
Most Active Users Performing Operations 1 hour
Most Used Custom Entities 1 hour
Most Used OOB Entities 1 hour
System Jobs
About this dashboardUse this dashboard to monitor and troubleshoot workflows.
What's included in this dashboard
Chart element Description
WorkflowExecutions
This chart shows how many workflows have been executed in the Dynamics 365 instance over thespecified time.
System Jobs Pass This chart shows the system job’s pass rate as percentage of system jobs that were executed in the
Rate Dynamics 365 instance over the specified time.
System JobsThroughput/Minute
This chart shows the average system jobs that have been executed per hour in the Dynamics 365instance over the specified time.
Executions andBacklog
This chart shows the number of executions and the backlog for system jobs in the Dynamics 365instance over the specified time.
Most ActiveWorkflows
This chart shows top 10 executed workflows in the Dynamics 365 instance over the specified time.
Top Workflows ByFailures
This chart shows top 10 failing workflows in the Dynamics 365 instance over the specified time.Click on a workflow to see the failures and their number of occurrences.
Update frequencySystem jobs chart data is updated as follows.
Chart Update frequency
Workflow Executions
1 hour
System Jobs Pass Rate 1 hour
System Jobs Throughput / Hour 1 hour
Most Active Workflows 1 hour
System Jobs Executions and Backlog 1 hour
Top Workflows By Failures 1 hour
Plug‐ins
About this dashboardUse this dashboard to monitor and troubleshoot plug‐ins.
What's included in this dashboard
Chart element Description
Plug‐in SuccessRate
This chart shows the plug‐in pass rate as percentage of total plug‐in executions that wereexecuted in the Dynamics 365 instance over the specified time.
Plug‐in Executions This chart shows how many plug‐ins have been executed in the Dynamics 365 instance over thespecified time.
Average Plug‐inExecution Time
This chart shows average time taken to successfully execute a plug‐in in the Dynamics 365instance over the specified time.
Most Active plug‐ins
This chart shows top 10 executed plug‐ins in the Dynamics 365 instance over the specified time.
Top Plug‐ins ByFailures
This chart shows top 10 failing plug‐ins in the Dynamics 365 instance over the specified time.
Update frequency
Plug‐ins chart data is updated as follows.
Chart Update frequency
Plug‐in Success Rate
1 hour
Most Active Plug‐ins 1 hour
Plug‐in Executions 1 hour
Average Plug‐in Execution Time 1 hour
Top Plug‐ins By Failures 1 hour
Storage
About this dashboardThis dashboard provides a look at storage used by your tenant and instances.
What's included in this dashboard
Chart element Description
Dynamics 365 Tenant StorageUtilization
This chart shows the storage used by all the Dynamics 365 instances of yourtenant out of the total storage allocated to the tenant.
Storage By Dynamics 365Instances ﴾MB﴿
This chart shows the breakdown of the storage used by the Dynamics 365instances of your tenant.
Top Tables By Size ‐ CurrentDynamics 365 Instance
This chart shows top 10 largest tables by size and their row count in the Dynamics365 instance database.
Common Tables By Size ‐ CurrentDynamics 365 Instance
This chart shows the size and number of rows of some common tasks of tables inthe Dynamics 365 instance database.
Update frequencyStorage chart data is updated as follows.
Chart Update frequency
Dynamics 365 Tenant Storage Utilization
1 day
Storage Used By Dynamics 365 Instances ﴾MB﴿ 1 day
Top Tables By Size ‐ Current Dynamics 365 Instance 1 day
Size of Common Tables ‐ Current Dynamics 365 Instance 1 day
API Call Statistics
About this dashboardUse this dashboard to monitor and troubleshoot API calls.
What's included in this dashboard
Chartelement Description
API SuccessRate
This chart shows the API success rate as percentage of total API calls that were made in the Dynamics365 instance over the specified time.
Total APICalls
This chart shows how many API calls have been made in total in the Dynamics 365 instance over thespecified time.
Most UsedAPI
This chart shows top 10 most executed API calls in the Dynamics 365 instance database.
API Calls This chart shows how many API calls have been made over time in the Dynamics 365 instance over thespecified time.
Update frequencyAPI Call Statistics chart data is updated as follows.
Chart Update frequency
API Success Rate
1 hour
Top API By Failures 1 hour
Most Used API 1 hour
Total API Calls 1 hour
API Calls
1 hour
Mailbox Usage
About this dashboardUse this dashboard to monitor email mailbox usage.
What's included in this dashboard
Chart element Description
Mailbox Details by GEO This chart shows mailbox details like:
the number of server‐side synch configured mailboxesthe number of server‐side synch enabled mailboxesthe number of server‐side synch Appointments, Contacts, and Tasks enabledmailboxesthe number of server‐side synch incoming enabled mailboxesthe number of server‐side synch outgoing enabled mailboxes categorized by thegeo location the mailbox is hosted in
Mailboxes By Server Type This chart shows the mailbox distribution by server type.
Active Email Server Profilesby Geo
This chart shows active server‐side synch enabled mailboxes distributed over the geolocation they are hosted in.
Mailboxes by ExchangeConfiguration
This chart shows the number of mailboxes categorized by their Exchange configuration.
Number of MailboxConfiguration Errors
This chart shows the number of mailboxes configuration errors which occurred over theuser‐selected time frame.
Mailbox Usage This chart shows the number of server‐side synch mailboxes over the time range selectedby the user.
Number of OutlookMailboxes
This chart shows the number of Outlook mailboxes configured for the organization.
Number of Active EmailServer Profiles
This chart shows the number of active email server profiles for the time range configuredby the user.
Update frequencyMailbox Usage chart data is updated as follows.
Chart Update frequency
Mailbox Details by Geo
30 minutes average
Active Email Server Profiles by Geo 5 minutes average
Mailboxes By Server Type 5 minutes average
Mailbox Usage 5 minutes average
30 minutes average
Number of Mailbox Configuration Errors
Number Of Active Email Server Profiles 5 minutes average
Number Of Outlook Mailboxes 15 minutes average
Mailboxes by Exchange Configuration 5 minutes average
Download
About this dashboardUse this dashboard to download the data selected for the date range selected as an Excel spreadsheet.
What's included in this dashboard
Chart element Description
Most Active UsersPerformingOperations
List of most active users ﴾unique users﴿ over time who performed an operation that caused oneof these SDK calls: Retrieve, Retrieve Multiple, Delete, Create, and Update.
Most Used CustomEntities
List of custom entities which had the most Retrieve, Retrieve Multiple, Delete, Create, andUpdate SDK Calls.
Most Used OOBEntities
List of out‐of‐box entities which had the most Retrieve, Retrieve Multiple, Delete, Create, andUpdate SDK Calls.
Update frequencyDownload chart data is updated as follows.
Chart Update frequency
Most Active Users Performing Operations
1 hour
Most Used Custom Entities 1 hour
Most Used OOB Entities 1 hour
Customize your Customer Insights dashboardYou can easily customize Organization Insights dashboards to meet your information requirements. Look for these buttons inthe upper‐right corner of the Dynamics 365 screen.
Control Description
Edit Click to edit the dashboard. Once in edit mode, you can add, remove, resize,and reposition charts in the Home dashboard.
In other dashboards, you can reposition and resize charts. You cannot add orremove charts.
Save Click Save to record all your dashboard changes.
Add Click for a list of charts you can add to the dashboard. You cannot addmultiple copies of the same chart in the Home dashboard.
Chart menu Charts you can add to a dashboard.
Close Click to close the Chart menu.
Feedback We want your feedback! Click Feedback to let us know how we're doing.
More options Click More options > Reset to default dashboard to revert all yourdashboard changes. This will reset all changes you've made to anydashboard to default values.
Remove and Resize When you click Edit, you can remove, resize, and move charts in the Homedashboard. In other dashboards, you can resize and move the charts but notremove them.
Export Click to export chart data to Excel. Not all charts can be exported.
Granting access to the Organization Insights dashboardBy default, the dashboard is available to System Administrator and System Customizer security roles. Access can be granted toother security roles, by providing Read privilege to Saved Organization Insights Configuration.
1. Click Settings > Security > Security Roles.
2. Select a security role, and then click the Core Records tab.
3. Scroll down to Saved Organization Insights Configuration and click the Read privilege.
4. Click Save and Close.
To let other users make modifications to their dashboard layout, grant Create, Read, Write, and Delete privileges for theOrgInsights User Dashboard Definition custom entity.
1. Click Settings > Security > Security Roles.
2. Select a security role, and then click the Custom Entities tab.
3. For OrgInsights User Dashboard Definition, and click the Create, Read, Write, and Delete privileges .
4. Click Save and Close.
View data for different time rangesYou can adjust the time range for the data presented in the dashboards charts. After selecting the From and To range, click the
Play button ﴾ ﴿ to refresh your data.
Consider the following about the Organization Insights calendar:
The Calendar control is not available for the Storage dashboard and not applicable to any storage related chart as onlythe latest information is shown for those charts.
Default time range is shown for the past 48 hours.
Data is only shown for the applied time range.
Data is available from the time of release of the solution in AppSource, and will be retained for 90 days.
Data is shown for time series at an hourly aggregation interval.
The data shown for a hourly aggregation interval represents the whole hour. For example, if the number of active usersat 2:00 PM is 5, there were 5 active users between 1:00 and 2:00 PM.
See AlsoPreview feature: Use the Organization Insights dashboard to view metrics about your instance Software Development Kit for Microsoft Dynamics 365 ﴾online﴿ and Dynamics 365 ﴾on‐premises﴿
© 2017 Microsoft. All rights reserved. Copyright
Community Additions
Version 1.1.0.0 is NOT ﴾yet?﴿ available on AppSourceThe text says that version 1.1.0.0 is released and available on AppSource but I can still only see version 1.0.0.0
Simon Hetzel
2/6/2017
© 2017 Microsoft
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