CRM Software Logo

Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 
Inogic

Track CRM usage and Team Performance by administering Dynamics 365 CRM User Adoption

Email | Print

Track CRM usage and Team Performance by administering Dynamics 365 CRM User Adoption

Any organization cannot emphasize enough on how crucial User Adoption is for any system. With proper user adoption the teams are able to perform better and be in sync with the system updates. Since, tracking each and every individual in a system is not easy, there can be a collective unit where these updates are recorded. Dynamics 365 CRM is such a system which needs close monitoring and administering of user actions. In order to make this possible we have a robust app User Adoption Monitor (Preferred App on Microsoft AppSource) which works with both on-premise as well as online.

As the name suggests, this app monitors adoption of Dynamics 365 CRM by users and track their actions. The managers can track the CRUD actions along with few more custom actions. At any given time, if there is proper user adoption of Dynamics 365 the business can perform better and strategize to grow the Sales.

With User Adoption Monitor, this is taken care of and top performing team members are also tracked with the help of leaderboards. Let’s walk through how User Adoption Monitor helps in tracking user adoption:

Track Actions

Actions are Create, Read, Update and Delete is tracked with the help of User Adoption Monitor. Apart from these actions other actions like login, set state, form open and others are also tracked.

Track CRM usage and Team Performance by administering Dynamics 365 CRM User Adoption

CRM Adoption Tracking

With the help of User Adoption Monitor managers can also track the adoption of CRM by various users by monitoring its usage through team members for various web activities performed by them manually.

Configurable Monitoring

The monitoring can be customized for selected entities and also for chosen activities by the CRM users. This can be done for the actions and entities required as per business necessities.

Quick Analysis

The tracking is stored in CRM in a user friendly form which can be seen by the managers and also can be reported with the help of OOB charts or SSRS reports.

Tracking Summaries Periodically

The managers have the liberty to choose the period for which they want to track the actions. This can be done daily, weekly or monthly and customized as per business requirement.

Track CRM usage and Team Performance by administering Dynamics 365 CRM User Adoption

Leaderboards

The top performing employees or users can be tracked from the Leaderboards and performance dashboards to list out key metrics.

Track CRM usage and Team Performance by administering Dynamics 365 CRM User Adoption

As we saw, with the help of User Adoption Monitor performance of the team can be tracked and proper training modules or appreciation can be provided for the team as per their performance.

To explore the app for a free trial of 15 days download the solution from our website or Microsoft AppSource.

For more on how User Adoption can help your business, email us at crm@inogic.com.

Till then, happy tracking!

One Response to “Track CRM usage and Team Performance by administering Dynamics 365 CRM User Adoption”

  1. Sock Boots says:

    I think this is an informative post and it’s very useful
    and knowledgeable. I really enjoyed reading this post. big
    enthusiast, thank you!
    King regards,
    Demir Griffin

Ask This Expert a Question / Leave a Comment

 

 
 
Show Buttons
Hide Buttons