Create Dynamics CRM Online – User Activity PowerBI Report

Couple days ago, a client of mine is asking me to build a Dynamics CRM Online user activities dashboard. In Dynamics CRM On-premises version, I know, this information resides in audit table. However, with Dynamics CRM online, I am not able to access directly to the backend database. Fortunately, there are few PowerBI content packs for Dynamics CRM online out there in market place so that I was able to read through the PBIX file and find out how PowerBI is connected to the Dynamics CRM Online data.

PowerBI is using OData as data source to connect to Dynamics CRM online web services which gives you almost all data available (There are still some important fields and tables which are in On-premises version and causing the challenge of build reports effectively) . You just need to change the highlighted piece below to your organization CRM web name.

CRM Online Audit Report snapshots

 

Odata Tables available

I did find the ‘Audit’ table available. However, there are few challenges to interpret the data. I am listing the challenges below and the steps I handled it.

  1. Initially, the ‘Audit’ table is blank.
    • This is because in CRM online you need to enable the setting of Audit Tracking. You can follow this blog to enable it.
  2. Every field is in its code or id format. And, there is no mapping table in Odata connection to map between field id and field value.
    • I have check the Microsoft provided content pack and found out those mapping table are hard coded. So I have to google the CRM Audit Entity documentation in Microsoft to get the hard coded mapping for the following fields.
      • Operation – The action that causes the audit – It will be create, delete, or update
      • Action – Actions the user can perform that cause a change
      • Audit Table fields
  3. You can expand the userID field to get the information  (such as full name, login account, address, etc.) of user who caused a change. This however, only provide information for users who make changes like ‘create’, ‘update’, and ‘delete’. For ‘access’ status, this userid only reflect as ‘SYSTEM’ as the user.
    • To get the information about the user’s name who access CRM, we need to link the ‘_objectid_value’ field from Audit table to the ‘UserId’ field from systemusers table.
  4. Missing ‘ObjectTypeCode‘ field. This is the key field is missing from this table for the Odata connection data pull. Thus, we are not able to find which entities the changes were made on.
    • Unfortunately, I have not find a solution for this unless CRM team reveal this field for the CRM Audit Entity.
    • If this field is available in the future, we can use this field in combine with ‘Attributemask’ fields to get the column names of the objects which has been changed. So that we can build further analysis report.

For now, with the information we can get, we can start to build dashboard with user login activities.

Final Result.PNG

Thanks.

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