Archive for December 4, 2017

Organization Insights – Dynamics 365

December 4, 2017 2 comments

What if your customer ask you to provide a report on the No of Active Users,Licenses, Most used entities etc. The answer is “Organization Insights” solution.

Organization Insights for Dynamics 365 (online) provides usage metrics for your Dynamics 365 organization, and tools to help you track and monitor the performance and support issues.

Steps to download and install:

  • Open the browser and login to your Dynamics 365 instance
  • Download the “Organization Insights” solution by click here

Organization Insights 1


Organization Insights 2

  • Click “Agree” and you will be redirected to Dynamics 365 Admin Center “Manage Solutions” page.

Organization Insights 3

  • Give it sometime to get the solution installed
  • After the solution installation navigate to your application (Settings -> Organization Insights)

Organization Insights 4

Organization insights provide below information once you installed:

Organization Insights 5

  • Active Usage Dashboard
    • Provide the details of
      • No of Dynamics 365 users
      • No of licenses are in use
      • List of custom entities that are used most frequently
    • Data in Dashboard updates every hour
  • System Jobs Dashboard
    • Will help us to monitor and troubleshoot workflows
    • Data in Dashboard updates every hour
  • Plug-ins Dashboard 
    • Will help us to monitor and troubleshoot plug-ins
    • Data in Dashboard updates every hour
  • Storage Dashboard
    • Provides a look at storage used by your tenant and instances
    • Data in Dashboard updates every day

Organization Insights - Data Storage

  • API Call Statics Dashboard
    • Will help us to to monitor and troubleshoot API calls.
    • Useful if you have any 3rd party system pull or push the data in to CRM.
    • Data in Dashboard updates every hour

Organization Insights 6

  • Mailbox Usage Dashboard
    • Will help us to monitor email mailbox usage like No of mail boxes, Active email server profiles etc.
  • Download Dashboard
    • Allow us to download the data selected for the date range in an Excel spreadsheet.
    • It provide details like: Most Used OOB and Custom Entities, Most Active Users Performing Operations (i.e., Retrieve/Retrieve Multiple/CRUD operations)

OData Support:

  • Organization Insights supports retrieving chart data through the Web API.

Refer below article for more info:


Manage your Instance Storage – Dynamics 365

December 4, 2017 Leave a comment

In this article I am detailing on

  • How to check the amount of storage organization is using
  • How to increase/purchase Additional storage
  • ways to reduce the amount of storage space

Storage limit depends on the type of subscription you purchase initially. For 30 days trail you would get 5 GB of storage. If you are run out of storage, you can add more.

Monitor the storage:

To monitor the storage consumption

Organization - Total Storage Used

Alternatively you can install “Organization Insights” solution to your Dynamics 365 and monitor the storage in detail.

Refer my article to know more about Organization Insights

Organization Insights - Data Storage

Increase/Purchase Additional storage:

To add additional storage

  • Login to your O365 Account’s Admin Center
  • Billing -> Purchase services

Admin Center - Purchase services

  • Under “Add-on subscriptions” choose “Dynamics 365 – Additional Database Storage”
    • Note: This is not available if you are on 30 days trail subscription.

Reduce the amount of storage space:

We can reduce the data storage by deleting certain categories of data as the need arises, or you can set up bulk deletion jobs to reoccur at set intervals.

A particularly important note is delete the data only if you are sure that it is no longer needed as you cannot get back the deleted data.

Below are the ways to reduce/free the data storage:

  • Delete bulk email and workflow instances using a bulk deletion job
  • Delete suspended workflows
  • Delete Email attachments if they are no longer required
  • Delete Notes with attachments if they are no longer required
  • Delete bulk duplicate detection jobs and associated copies of duplicate records
    • Every time that a duplicate detection job runs, a copy of each duplicate record is stored in the database.
    • Delete by navigating to Settings -> Data Management -> Duplicate detection jobs
  • Delete bulk import instances
    • Every time you perform a bulk import, there is a system job associated with that import.
  • Delete bulk Delete instances
  • Delete Audit Logs
    • Be cautious before deleting, as can no longer view the audit history for the period covered by that audit log.
    • Delete by navigating to Settings -> Auditing -> Audit Log Management -> Delete Logs

Refer below articles for more info.

Manage Storage

Free storage space


Categories: CRM, Dynamics 365 Tags: ,