![]() ![]() ![]() For example, go to Sales > Opportunities > My Open Opportunities. You must have sufficient permissions to access to the Settings page, such as System Administrator or System Customizer.įrom a list of records. Go to Settings > Templates > Document Templates > New ( ). There are two places in Dynamics 365 where you can create an Excel template:įrom the Settings page. Step 1: Create a new template from existing data You can try out the Excel templates included with Microsoft Dynamics 365 to get a quick view of what kind of analysis is possible.Ĭheck out the following video: Create documents directly from Dynamics CRM by using Word and Excel templates (2:38)įollowing are the steps for creating an Excel template. With Excel templates, you can easily create and share your customized analysis with others in your organization. Go back to User Adoption Monitor InfoCentre homepage.Applies to Dynamics 365 (online), version 9.xĪpplies to Dynamics 365 (online), version 8.xĮxcel provides powerful ways to analyze and present your Dynamics 365 data. Or you can mail us at for queries and personal demo. In this way you can easily keep track of Check-in & Check-out details of Dynamics 365 CRM users in your organization.įor more details, just visit our Website or Microsoft AppSource. Click on respective user for more details.Ĩ) Then click on record URL and you will be directed to the record that the user worked on. Here, you can view associate Tracking records per user. Both Check-in & Check-out button are interchangeable.ħ) Now go to Entity Configurations -> Case-checkincheckout. Click on the same before doing any task on that particular record.Ħ) Once the task is completed, click on Check-out button. UAM-Case-CheckInCheckOutĥ) Now go to a particular record in Case entity. Action Name: Select the action created, for e.g.Message: checkincheckout (After populating this field, you will get another lookup field – Action Name).Entity Label: Give name of required entity.Then ‘Activate’ the action as shown below:ģ) Now, go to Entity Configurations (User Adoption Monitor group). Once the details are filled, click on Ok. Process name: Name the process, for e.g.Go to Advanced Settings -> Settings -> Click on New.Ģ) Next, fill the required fields as follows: For each entity, you have to create separate actions. Steps to enable Check-in & Check-out Configurationġ) First, you have to create action for the required entity. Note: User Adoption Monitor Administrator or User Adoption Monitor User role is necessary to access Check-in/Check-out button. In this way you can easily track the amount of time spent by each user on a particular Entity record. After the task is completed the user has to click on ‘Check-out’ button before leaving that record. Once the user clicks on ‘Check-in’ it automatically changes and ‘Check-out’ button will appear in its place. The user has to click on it before resuming any task related to that particular record. Once Check-in & Check-out configuration for a particular entity is completed, ‘Check-in’ button will appear on the ribbon of every record in that particular entity. This feature of User Adoption Monitor helps you to keep track of records that each user worked on. ![]()
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