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Manage Monitoring for Microsoft Dynamic 365 (CRM)

Info

Take control of your Dynamics 365 (CRM) environment—manage monitoring thresholds and perform secure, audited remote actions on all related artifacts.

Empower your support, maintenance, and business teams to manage and resolve issues in Dynamic 365 (CRM)—all without direct access to the Microsoft Dynamics 365 (CRM) web portal. Nodinite gives you secure, role-based control, reducing risk and minimizing the number of people with high-level access. This approach protects your mission-critical services and streamlines operations.

Application Management Team IT Operations Business
Let your AM team stop and start services without IT operations involvement Stay in control with full access Give your business data and self-service for Dynamics 365 (CRM) solutions

Features

The Nodinite Microsoft Dynamic 365 (CRM) Monitoring Agent delivers:

Documentation support is provided by the Repository Model model.

Monitor and manage Dynamics 365 (CRM) artifacts as individual Resources in Monitor Views. Nodinite groups these Resources into the following Dynamics 365 (CRM) Categories:
Categories
Filter option for Categories as shown in a Monitor View.

  • Audit – Review and manage logon activity
  • Resources in use – License usage and optimization
  • History – Get a paged, exportable list for categories like Action, Business Process Flow, Business Rule, Processing Step, and Workflow

Audit

The Audit category tracks user logon history and provides actionable reports. Use these insights to optimize license usage and reduce costs.

The following Remote Actions are available:

  • List last 7 days
  • List last logon date

List last 7 days

LastWeek
View user logon activity for the last 7 days.

List last logon date

LoginHistory
See the most recent logon date for each user.

You can export this list to CSV and view current thresholds set by the Global Configuration.
ExportAndThresholds
Export audit data and review thresholds.

Resources in use

View license-related information for your monitored Dynamics 365 instance by clicking the Actions button in the Monitor View and selecting 'Details':
License information
License details for monitored Dynamics 365 instance.

Click the 'Details' menu item to open the modal with information.
Details
Open the details modal for more insights.

You can also review current thresholds set in the Global Configuration.

History

Click the History menu item in the Actions button to open a paged list for the selected category:
History
Example: History for the Processing Step category.

From any row, you can:

  • Clear – Set evaluation datetime to now (suppressing old errors)
  • Delete – Remove from database

History Actions Button
Perform actions on history records.

Below the table, you’ll find more options:

  • With Selected:
    • Clean
    • Delete
  • Export to CSV
  • Clear all failed on this page

HistoryActions
Available operations on rows in the table.

Below these operations, you can also view the current thresholds set in the Configuration:
Thresholds
Current history thresholds example.

Release Notes

For details on features and bug fixes, see the Release Notes


Next Step

Monitoring Dynamics 365
Install Dynamics 365 Monitoring Agent
Configuration of the agent

Prerequisites for Dynamics 365 Monitoring Agent
Monitor Views