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Beringer Technology Group

Microsoft Dynamics 365 User Adoption: Internet, Outlook and Mobile (oh my!)

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One of the great features of Dynamics 365 is that it can be accessible anywhere: through an internet browser, Outlook or on a mobile device. To encourage user adoption, it's best to ensure that you offer Dynamics 365 through the method your users prefer.

 

Internet

Dynamics 365 works on any internet browser. If your organization is on the cloud (Dynamics 365 Online) the internet is the default method of accessing CRM data.

If you are using an on-premise solution, you will need to configure Internet Facing Deployment (IFD) to gain access to CRM data through a browser. To learn more about the steps involved with configuring IFD, see this article from Microsoft.

Outlook

Does your organization rely on Outlook? Have no fear - Dynamics 365 has a native integration with Outlook via the Dynamics 365 App for Outlook. This app is a Microsoft office add-in that provides a dynamics 365 assistant for Outlook desktop, web or mobile. It's extremely simple to manage and deploy directly from within Dynamics 365. With just a few clicks, you can regard an email from a prospective client, create a lead and update fields. It performs very quickly, using the Dynamics Web API to retrieve data in real time.

Mobileoutlook

If you have a mobile sales team, you will want to check out the Dynamics 365 for Phones App. With the v9 update, Microsoft presented a huge improvement in the app. Leveraging the unified user interface, mobile app users can not only perform all CRM tasks, they can also use the new Timeline display of activities, notes and posts and walk through Task Flows.

 

Need help configuring your Dynamics 365 system to enhance end user adoption? We are User Adoption experts at Beringer Technology Group. Let us help you make sure you don't miss the mark when it comes to User Adoption.

This blog is part of a series that will focus on a deep dive in User Adoption. User Adoption is so very important in a CRM implementation and often overlooked. So, what can you do to help encourage adoption for a system? Over the next several months, we will look at ten ways to help with User Adoption at your organization. 

View these other blog posts in the User Adoption series:

Beringer Technology Group, a leading Microsoft Gold Certified Partner specializing in Microsoft Dynamics 365 and CRM for Distribution. We also provide expert Managed IT ServicesBackup and Disaster RecoveryCloud Based Computing and Unified Communication Solutions.

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