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Monitor and improve adoption of Dynamics 365 CRM

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Monitor, Review and Improve Dynamics 365 CRM Adoption - User Adoption Monitor

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Why User Adoption Monitor?

User adoption in Dynamics 365 is important because it is a key factor in achieving the full benefits of the platform. Dynamics 365 is a powerful CRM system that can help organizations improve their sales, marketing, and customer service operations. However, in order to realize these benefits, users must adopt the system and use it effectively.

According to a study, organizations with high user adoption of Dynamics 365 CRM see a 25% increase in revenue and a 21% increase in customer satisfaction. This shows that user adoption is a critical factor in the success of any Dynamics 365 CRM deployment.

This is where User Adoption Monitor comes into the picture.

Overview

User Adoption Monitor is a productivity app that monitors and tracks the actions performed by enabled users in Dynamics 365 CRM. It monitors both the common actions and special messages of end users such as Create, Read, QualifyLead, Win, etc. on various frequency periods like daily, weekly, monthly basis. It also keeps track of the amount of time invested by end users in CRM and in each entity records. With the help of dashboards in User Adoption Monitor, managers can get the brief details of user actions per Entity/Action/Period and thereby improve the user adoption of Dynamics 365 CRM.

Recent Updates

  • Calculate and track the aggregation on respective field across the entity towards specific CRM user actions
  • Assign and keep a track of targets allotted to the users
  • Track only essential CRM field changes to monitor progress efficiently.
  • Track daily user Log-in & Log-out details
  • Track amount of time spent by user on particular Entity records with Check-in & Check-out
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Benefits

  • Understand how users are adopting Dynamics 365 CRM and identify any challenges they are facing.
  • Improved adoption leads to increased productivity and better customer outcomes.
  • Reduce customer churn and increase customer lifetime value by using Dynamics 365 CRM more effectively.
  • Increase CRM engagement and boost user morale by providing informed guidance and support.

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Available on

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Features

Track various actions performed by users across CRM

Track various actions performed by users across CRM

User Adoption Monitor helps to keep a track of user actions such as Login Logout, Create, Update, Delete, Opening of Records, etc. in Dynamics 365 CRM. One can keep track of these actions performed by the users on a Daily, Weekly and Monthly basis.

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Monitor user login and logout activities

With this feature of User Adoption Monitor, one can easily keep a track of log-in and log-out actions of the users on a daily, weekly or monthly basis. The details of the time spent by each user in Dynamics 365 CRM is specified in this report.

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Monitor user login and logout activities
Track user Check-in/Check-out details:

Track user Check-in/Check-out details

This feature of User Adoption Monitor enables one to keep a track of records that each user has worked on. With this one can get a clear picture of how much amount of time the user spends on a specific entity record in the CRM. This can further help in assessing the user performance around the particular task within a stipulated period of time.

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Set targets against the specific action performed by CRM users

With the help of ‘Target Tracking’ in User Adoption Monitor, one can allot and keep track of targets assigned to users in Dynamics 365 CRM. It could either be a target set against the count of the respective entity action(s) or a target against the aggregate value of fields with respect to an entity action performed by the user.

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Set targets against the specific action performed by CRM users:
Data Quality

Data Quality

‘Datacompleteness’ feature of User Adoption Monitor helps user to ensure the completeness of the entity record. It gives user the provision to choose which of the fields from the records of selected entity need to be filled in to make sure that the record is complete. In case any of these defined fields are left blank, then the completeness of the record would be reflected as ‘Incomplete’ until the specified field(s) have been duly filled.

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User Adoption Monitor

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More Features

Tracking Entity Actions

User Adoption Monitor enables tracking for both OOB and Custom entities in Dynamics 365 CRM making it feasible for organizations to keep track of user activities.

Goal Tracking

Helps managers to analyse the user performance by tracking the aggregated value of a respective field against chosen entity action.

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Performance Analysis

Performance Analysis

User Adoption Monitor assists in analysing overall individual user performance in CRM with the help of Leader board and Performance Dashboards.

Easy Configuration

Users are able to easily configure entities and actions to be monitored in Dynamics 365 CRM as per their requirement.

Customized Reports

Users can generate different types of reports (SSRS, Power BI reports) to help them with further analysis of the user performance.

FAQ's

User Adoption Monitor gives provision to enable and disable tracking of user actions in Dynamics 365 CRM. Business organizations therefore, have the choice to monitor and review actions performed by all users or just few selective users.

No, there is no such limit. With User Adoption Monitor one can monitor actions of any number of users using Dynamics 365 CRM.

No, there is no such time limit. After activating license for User Adoption Monitor, user actions can be tracked on daily, weekly or monthly basis.

User Adoption Monitor tracks the user actions and generates User Adoption Monitor Tracking and User Adoption Monitor Tracking Details records. And by using these tracking records one can create their own SSRS as well as Power BI reports as per their requirements.

Reach out to us today to know more!

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