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Zap User Adoption Tracker
Improve User Adoption by tracking User-Actions (Lead Qualify, Cases Resolved, Opportunities Created, Emails Sent, Tasks Completed etc.) & Logins.
#This App was formerly called Zap Audit User Actions App!
Why do you need to track User-Adoption across your Dynamics 365 CRM / Power Apps Implementation?
Do you know if all users in your system are using the system effectively?
How do you identify which all users need additional training in using the system?
Out-of-box there is no simple way to view or track User Adoption. There is Dynamics Auditing functionality but that mainly gives you a table of what updates were made. Besides, its not easy to configure what all you want to track and for which all users!
Zap User Adoption Tracker App allows you to easily track all important user actions – which can be configured. Below shows some of the user-actions that you could track:
You can get started with tracking these user-actions in just a few steps:
Works With:
Product Features
Track various User-Actions (like Create, update, delete, lead qualify, opportunity won, case resolved, email sent, task completed, notes added etc) in real-time for Out-of-box as well as Custom entities
Track Form-Opens for selected entities & selected users
Generate User Usage Reports with ability to drill-down to the corresponding records
Generate Audit log report (Chronological sequence of user actions) over given time period
Ability to schedule daily audit log report over email using Zap Report Scheduler App
Easy to configure which all User-Actions need to be tracked/audited
Easily start/stop tracking (logins, user-actions, form-opens) for selected users
Can view User-Actions & Form-Opens also within the related section of the Record.
Track User Logins – Users Logged-In, Users not Logged-In in last X days
Track Last login date-time for all Users
Easily Monitor User-Adoption using Daily Login trend AND Daily Usage trend reports!
Feature Highlight #1: Easily Generate Audit Log Report – Filter By Users, User-Actions and Time Period
Feature Highlight #1: Easily Generate Audit Log Report – Filter By Users, User-Actions and Time Period
Feature Highlight #2: Generate Usage Report – with capability to drill-down to the corresponding records
Feature Highlight #2: Generate Usage Report – with capability to drill-down to the corresponding records
Feature Highlight #3: View Tracking Records even in Form Related Section
Feature Highlight #3: View Tracking Records even in Form Related Section
Feature Highlight #4: Monitor User-Adoption by checking Daily Usage Trend Report
Feature Highlight #4: Monitor User-Adoption by checking Daily Usage Trend Report
Feature Highlight #5: Monitor User-Adoption by checking Daily Login Trend Report
Feature Highlight #5: Monitor User-Adoption by checking Daily Login Trend Report
Feature Highlight #6: Generate User Last Logged-in Date-Time Report
Feature Highlight #6: Generate User Last Logged-in Date-Time Report
Feature Highlight #7: Generate User’s Logged-In and User’s Not Logged-In Report
Feature Highlight #7: Generate User’s Logged-In and User’s Not Logged-In Report
Feature Highlight #8: Generate User Daily Login Assessment Report
Feature Highlight #8: Generate User Daily Login Assessment Report
General FAQ
Yes, all our Zap Apps come with a 15-day trial. Please note that there is no functional difference between trial and licensed version.
Download and install the app solution file. Browse to Zap Apps >> Zap License to open the license registeration page (Refresh the page, if “Zap Apps” is not visible in sitemap). Fill-in the details and click “Register” button.
This will automatically start your 15-day trial. Feel free to email support@zapobjects.com if you have any questions.
You can purhcase any of Zap Apps from our online store. If you have already taken the trial then just let us know your CRM organization name and we will activate the trial to paid license online (no need to uninstall and reinstall the solution).
If you have not yet installed the solution in production then proceed with installation and registeration… once done let us know the CRM organization name.
All our apps are licensed by user-tier which is based on the total number of enabled CRM Users. To find the enabled CRM users, browse to Settings >> Security >> Users and change the view to Enabled Users.
Zap Objects offers few apps as free for commercial use. In-order to get your free license, register the license profile online. (Refer licensing KB articles for more info)
Zap Audit User Actions FAQ
Related Blog Posts
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