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Configuring the Microsoft Dynamics 365 Monitoring Agent for use with Nodinite

Empower your integration landscape with Nodinite! This guide shows you how to configure the Microsoft Dynamics 365 Monitoring Agent, unlocking proactive monitoring, deep insights, and seamless management for your Dynamics 365 environment.

Info

This guide provides step-by-step instructions for configuring the Nodinite Microsoft Dynamics 365 Monitoring Agent.

Note

Remote monitoring and configuration are available after you install and create the initial Monitoring Agent Configuration for the Microsoft Dynamics 365 Monitoring Agent. First-time users should start here.

Remote Configuration

As a Nodinite Administrator, click the Configuration button to open a modal and configure the agent:
RemoteConfiguration
Click the 'Configuration' button to open a dialog for configuring the agent.

You can adjust configurations on the Resource using the Action button if the Monitor View has the Remote Actions feature enabled.

Dynamics 365 Instance

The Dynamics CRM tab lets you manage one or more Dynamics 365 instances.
Remote Configuration Subscriptions
Add your Dynamics 365 instances to monitor for complete visibility.

  • Press the Add button to add one or more configuration entries:
    EmptyAccordion
    Each configuration appears as an accordion for easy management.
  • Repeat this step for each Azure subscription you want to log and/or monitor with Nodinite.

Click the accordion to expand and manage each configuration.

Connection Tab

Within the Connection tab, provide connectivity details for each Dynamics 365 instance you want to monitor.
ConnectionTab
Add connectivity information for your Dynamics 365 instance.

For each connection, set the following properties:

  • Name – Display name for the Application in Monitor Views. Changing this requires updating Monitor Views for this server.
  • Uri – API address for the Dynamics 365 instance.
  • User name – Account username for Dynamics login.
  • Password – Account password for Dynamics login.

Workflows/Processing Steps

Configure monitoring for workflows and processing steps in the Workflows/Processing steps tab.
WorkflowsProcessing steps tab
Configuration options for workflows and processing steps.

  • Enable monitoring of workflows – Monitor CRM workflows in Dynamics 365 (enabled by default).
  • Include Draft workflows – Include workflows in draft state (enabled by default).
  • Evaluate time for jobs in status waiting for resources – Raise alerts if jobs wait too long (enabled by default).
  • Evaluate time for jobs in status suspended waiting – Raise alerts if jobs are suspended too long (enabled by default).
  • Evaluate failed workflows as error – Treat failed workflows as errors (enabled by default).
  • Evaluate failed processing step as error – Treat failed processing steps as errors (disabled by default).
  • Warning Time Span – Max allowed time before a warning (e.g., 7.12:30:59).
  • Error Time Span – Max allowed time before an error (e.g., 7.12:30:59).
  • History Time Span – How far back to check for system job runs (affects data size).
  • History Size – Max number of system job runs to list in workflow history.

Specific Workflows

Fine-tune monitoring for specific workflows directly on the Resource from within Monitor Views.
Specific workflows

Click the Add button to configure a named workflow.
Specific workflow configuration

Specific Processing Steps

Fine-tune monitoring for specific processing steps directly on the Resource from within Monitor Views.

Click the Add button to configure a named processing step.
Specific processing step configuration

User Audit Thresholds

In the User audit thresholds tab, set parameters that control how the Microsoft Dynamics 365 Monitoring Agent audits user activity.
User audit thresholds tab

  • Enable monitoring of inactive users – Monitor user logins in Dynamics CRM (enabled by default).
  • Warning Time Span – Max allowed time before a warning (e.g., 7.12:30:59).
  • Error Time Span – Max allowed time before an error (e.g., 7.12:30:59).
  • History Time Span – How far back to save user operations audit history (affects data size).

Specific Users

Specific user configuration

License Thresholds Tab

In the License thresholds tab, configure monitoring for license usage in your Dynamics 365 instance.
License thresholds

  • Evaluation Type – Type of license evaluation: Used, Free, or None.
    Evaluation Type
  • Warning Limit – Max used licenses before a warning alert.
  • Error Limit – Max used licenses before an error alert.

Settings Tab

The Settings tab lets you fine-tune the agent's operation.

Server=localhost;Database=Nodinite_MonitorAgent_DynamicsCRM;Integrated Security=True;Connection Timeout=60;TrustServerCertificate=True

Installing and updating the Monitoring database is described in the Agent Database user guide.

SettingsTab

Environment

Set the name of the target Environment (e.g., TEST, QA, PROD) for clear context in all Monitoring Agents.

Debug

Enable or disable the Debug flag for detailed file logging. Default is unchecked.

Culture Information

Set how time-based data is presented in the Web Client/Web API.

Save

Click 'Save' or 'Save and close' to persist your changes. New settings and thresholds are evaluated on the next synchronization.
Save and Close buttons
Example of the Save options.

Note

The delay in presenting the new evaluated state depends on the synchronization interval set for the monitoring agent. Click the Sync Now button to force an immediate synchronization.

Save and close saves your changes and closes the dialog.
Cancel closes the dialog without saving changes.

Add Microsoft Dynamics 365 Monitoring Agent Configuration

After successfully installing the Microsoft Dynamics 365 Monitoring Agent, provide Nodinite with connection details so the Monitoring Service can recognize and manage your new agent.

No monitoring or configuration can be performed until you complete the steps below.

Configuration Steps

  1. Add and configure a new Monitoring Agent Configuration.

    Connection information is available in the README.txt file in the installation folder.

  2. Use the Remote Configuration feature to configure the agent (see the beginning of this guide).
  3. Create one or more self-service enabled Monitor Views that include the selected Resources provided by the Microsoft Dynamics 365 Monitoring Agent according to your business needs.
  4. Fine-tune specific settings directly on Resources using Remote Actions.

Next Step