4 Best Practices to Improve Dynamics 365 CRM User Adoption

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Dynamics 365 CRM is one robust business application that has become an essential part of many organizations for managing customer relationships. To garner the benefits of such a strong system, it is prudent that employees adopt and adapt it quickly and easily.

But how can you ensure that your employees are successfully adapting to CRM? Monitoring the actions of employees in CRM through a third-party app is a quite good way to know how much they have adopted the system.

User Adoption Monitor is one such popular monitoring app for Dynamics 365 CRM. A Preferred app on Microsoft AppSource, it will help you to track, monitor and review user adoption of Dynamics 365 CRM. This in turn will help you to appraise the performance of your team on daily, weekly and monthly basis.

Apart from this, User Adoption Monitor will also help you to –

Effortlessly monitor your team’s activities

With User Adoption Monitor, you can track the log-in and log-out actions of your team members and also track the records that each one of your team has worked on. As a manager, this will help you to take proactive measures if any member of your team is lagging behind or facing difficulties while adapting to Dynamics 365 CRM.

Set Goals for your team

You can allot sales goals or targets to your team members by using ‘Target Tracking’ feature of User Adoption Monitor, and keep regular track of it in Dynamics 365 CRM. These targets can be set in both count & value. This will help you to easily asses the performance of each team member on a regular basis.

Ensure and maintain Quality of Data

You can ensure that the data compiled by your team members is complete with ‘Datacompleteness’ feature of User Adoption Monitor. You can easily choose which of the fields from the records of the selected entity need to be filled in to make sure that the record is complete. And in case if any of these defined fields are left blank, then the completeness of the record would be reflected as ‘Incomplete’ until all the specified fields have been duly filled. This will easily ensure that all the necessary information about the customer is available within CRM.

Appraise the performance of your team

You can view the activity breakup and individual performance of each of your team members with the help of User Adoption Monitor dashboards. This is quite handy and less time consuming as you can easily analyze your team’s performance with just one glance at the dashboard.

So, what say? Isn’t this a quite handy monitoring app?

Check out for yourself these amazing features of User Adoption Monitor by downloading it from our website or Microsoft AppSource for a trial period of 15 days.

And feel free to mail us at crm@inogic.com  for sharing your views about this wonderful app. You can also book a personal demo for the same.

Until then – Keep monitoring and keep healthy!

The post 4 Best Practices to Improve Dynamics 365 CRM User Adoption appeared first on CRM Software Blog | Dynamics 365.