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Inogic

Data Completeness a must for Data Quality – Track completeness of Dynamics 365 CRM records with User Adoption Monitor!

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Track completeness of Dynamics 365 CRM records with User Adoption Monitor 6

In our previous post, you were briefly introduced to the latest three new features of User Adoption Monitor – one of our popular Dynamics 365 CRM user actions tracking app. Being one of the Preferred Apps on Microsoft AppSource, User Adoption Monitor has always helped organizations around the world to enhance its Dynamics 365 CRM/Power Apps user productivity by monitoring user actions and providing credible analysis of their performance.

In this post, we will see how User Adoption Monitor can further improve the overall user productivity throughout the organization with its latest feature – Data Completeness.

Data Completeness feature will help you to track and ensure the completeness of any entity record in Dynamics 365 CRM/Power Apps. With this feature, you can choose the field(s) in any entity record that are essential for an organization to be captured and ensure that data is within CRM. If it is not captured, then the status of that record will be shown as ‘Incomplete’.

Now, let’s see how this is done.

Consider a scenario where you have discovered that most of the records in Contact entity does not have the necessary contact details of customers such as Email id, Mobile no. or Company name. Since the details are not readily available, you often spend your time searching for the right contact information. And in business world where time is of essence, every minute counts as it determines whether you win or lose a potential deal or customer.

In order to overcome this situation, you can make use of the ‘Data Completeness’ feature of User Adoption Monitor. For this, you have to go to Entity Configuration in User Adoption Monitor, configure a new data completeness entity for ‘Contacts’, choose the mandatory fields for which data needs to be captured and save it.

Track completeness of Dynamics 365 CRM records with User Adoption Monitor

Now, whenever a new record is created in Contact entity, this feature will ensure that all the mandatory field selected by you is duly filled. If no data is entered in those fields then the status of that record will be displayed as ‘Incomplete’.

Track completeness of Dynamics 365 CRM records with User Adoption Monitor

Once the data is duly filled in those fields the status of the record will be displayed as ‘Complete’.

Track completeness of Dynamics 365 CRM records with User Adoption Monitor

In this way, you can ensure that the user never skips information while entering data in the CRM and all the newly created records in Contact entity has the essential information as required.

But what about the already existing records in Contact entity?

No worries! User Adoption Monitor has made provision for this scenario also.

In order to check the completeness of the history records you have to just create a separate on-demand workflow for ‘Contact’ entity.

Track completeness of Dynamics 365 CRM records with User Adoption Monitor

After the workflow is activated, open any existing record in ‘Contact’ entity, go to flow and click on the newly created workflow.

Track completeness of Dynamics 365 CRM records with User Adoption Monitor

Once the workflow has run, the status of the record will be displayed as per the completeness of the record.

Track completeness of Dynamics 365 CRM records with User Adoption Monitor

Quite handy, isn’t it?

With this feature in hand, you can rest easy and will no longer have to invest precious time in search of essential information. This will further enhance your productivity and overall output in terms of meeting business goals.

Now, all you have to do is go to our website or Microsoft AppSource and download User Adoption Monitor for a trial period of 15 days and explore this latest ‘Data Completeness’ feature for yourself.

While we have been talking about data quality and completeness, there are chances of errors while entering data and we have another cool app to ensure all is in order – Click2Undo (Preferred App on AppSource) - 1 Click to Undo changes in Dynamics 365 CRM Records in Bulk – Restore History Changes & Deleted Records as well!

Feel free to contact us for personal demo at crm@inogic.com or more information related to User Adoption Monitor or any of our Preferred Dynamics 365 / PowerApps apps.

Until then – Be Safe, Be Healthy!

 

 

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