User Review
( votes)The Data Dilemma Every CRM User Faces!
Let’s be honest — keeping records 100% complete in CRM is easier said than done. Sales reps juggle between calls, emails, and follow-ups, and sometimes fields like Industry Type, Contact Number, or Deal Size just don’t get filled out.
The result?
You end up with missing information, incomplete reports, and a CRM that stores data no one uses instead of helping you find valuable insights. And when leadership need accurate forecasts or marketing needs segmented lists? That’s when the trouble begins.
The Solution: ‘Datacompleteness’ with User Adoption Monitor app –
The User Adoption App by Inogic helps track, measure, and improve how users engage with Dynamics 365. With easy-to-read dashboards and real-time analytics, you can spot gaps, encourage better habits with “Data Quality”, and make sure your CRM investment pays off.
The ‘Datacompleteness’ feature of the User Adoption Monitor app allows you to decide which fields are critical to mark a record as ‘complete’. If any of those fields are left blank, the system will mark the record as ‘Incomplete’ — giving your team a clear visual cue that something’s missing.
And the best part?
It works not just for new entries but also checks your existing data history, helping you clean up what’s already in the system.
Let’s see it in action: Sarah’s real-world fix for incomplete CRM data
Sarah is part of the sales team at a mid-sized software company. Her team uses Dynamics 365 CRM to manage leads and opportunities. But recently, the sales manager noticed a growing issue — the Source of Lead and Estimated Revenue fields were often left blank.
Without this data, tracking lead quality and pipeline value became nearly impossible.
That’s when they enabled the Datacompleteness feature from the User Adoption Monitor app. Here’s how it helped:
- They selected the fields that were non-negotiable for their records to be considered complete.
- Now, every time a sales rep saves a record without those key fields, it gets clearly marked as Incomplete at the top of the form.
- Sarah and her team now get instant feedback and are reminded to fill in missing information before moving on.
- Within weeks, the team saw a dramatic improvement in data quality — and management started trusting the CRM again.
Why This Matters?
- No more chasing reps for missing data
- Better reports and forecasting
- Consistent, high-quality CRM entries
- Easy visual tracking of incomplete records
What else does the User Adoption Monitor App have to offer?
- CRM Access Tracking: You can easily track when your team members access CRM and what actions they perform, giving you a clear view of their activity.
- CRM Actions Tracking: You can easily track your daily, weekly, or monthly actions—like creating, updating, or assigning records in Dynamics 365 CRM—so nothing slips through the cracks.
- Log In & Log Out Tracking: Easily track when your team logs in and out of Dynamics 365 CRM so you always know who’s active and when.
- Check-In & Check-Out Tracking: You can easily see which records you or your team worked on and how much time spent on them each day, week, or month in Dynamics 365.
- Goal and Target Tracking: you can set goals and keep tabs on their progress—whether it’s the number of actions they’ve taken or the total goal they’ve achieved in Dynamics 365 CRM.
If you’re tired of working with half-filled records and chasing down missing information, it’s time to make your data work for you, not against you.
Try the Datacompleteness feature of User Adoption Monitor and see the difference for yourself!
Ready to transform the way your team uses Dynamics 365 CRM?
Discover how User Adoption Monitor can drive engagement and boost productivity by tracking real-time user activity and CRM usage trends.
Explore more: Dive into our Knowledge Docs or watch the demo video to see the app in action.
Experience it firsthand: Start your 15-day free trial by downloading directly from Inogic website or Microsoft AppSource—or schedule a personalized demo tailored to your needs.
Do you have questions or eager to begin? Connect with us at crm@inogic.com — we’d love to help!
Take the first step towards smarter CRM user adoption today!
The post Struggling with Incomplete Records in Dynamics 365 CRM? Here’s How Inogic Fixed It! appeared first on CRM Software Blog | Dynamics 365.
