Tip #9: Make the user record form a user adoption dashboard

By default, the Microsoft Dynamics CRM user form does not display all related owned or created record relations, because the user entity is related to virtually every entity multiple times. However, you can add subgrids to the user form to display records filtered by any created by or owning user relationship. This can make the user form very useful for monitoring user activity in CRM and verify that users are really using CRM.

Once you define what types of records most accurately represent usage, add subgrids for those entities to the user form. For example, if I want to make sure that a customer service representative is creating cases, I would add a subgrid of cases to the user form, selecting to show related records and selecting the related Case created by user relationship.

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