Track/Manage User Actions in Dynamics 365 CRM - User Adoption Monitor

User Adoption Monitor is the all-in-one user activity tracking and performance analytics app for Dynamics 365 CRM and Dataverse that helps businesses increase CRM adoption, improve productivity, and protect their CRM investment.

By delivering real-time visibility into user behavior, login patterns, record updates, and time spent on key tasks, it enables managers to spot adoption gaps, streamline workflows, and guide teams toward better CRM engagement—without adding extra tools or complexity.

Whether you want to encourage daily CRM usage, ensure clean and complete data, or track performance against targets, User Adoption Monitor gives you the insights to make it happen.

User Adoption Monitor is available for Dynamics 365 9.X and above, Dataverse (Power Apps) supporting Online and On-Premises deployments.

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Key Benefits:

• Increase CRM ROI: Get the most out of your Dynamics 365 investment by ensuring your team actively uses the system

• Identify and Fix Adoption Gaps: Track who’s using CRM, how they’re using it, and where they’re falling short

• Improve Productivity: Balance workloads, eliminate bottlenecks, and help teams focus on high-impact activities

• Enhance Data Quality: Ensure records are complete and consistent with field-level data completeness tracking

• Boost Accountability and Motivation: Use leaderboards and performance dashboards to recognize top performers

Core Features:

1. Time and Activity Tracking

• Monitor user activity including logins, logouts, record creation, updates, deletions, and views.
• Analyze trends daily, weekly, or monthly to spot engagement patterns.

2. Login and Logout Tracking

• Track when users log in, log out, and how long they actively work in CRM.
• Detect low-engagement users instantly and take corrective action.

3. Check-In / Check-Out Tracking

• Measure time spent on specific records to identify process bottlenecks.
• Understand how long tasks actually take to complete.

4. User Performance and Target Management

• Assign and track performance targets (sales, leads, service cases, calls, etc.) for each user.
• View real-time progress and compare results on dashboards and leaderboards.

5. Data Completeness Tracking

• Define mandatory fields for any entity to ensure records are marked “Complete” only when all essential details are filled.
• Improve CRM data reliability for better reporting and decision-making.

6. Custom Dashboards Reports

• Pre-built Power BI and CRM dashboards for instant insights.
• Export reports to SSRS or Power BI for advanced analytics.

7. Flexible User Tracking

• Enable or disable tracking for specific users or security roles.
• Fully configurable to match business needs without custom coding.

8. Time Tracking

• Automatically logs the exact time users spend on any record form in Dynamics 365 / Power Apps, from the moment it’s opened until it’s closed or exited.

Who Can Benefit?

• CRM Admins: Monitor adoption, improve data quality, and manage user performance.
• Sales Managers: Ensure reps follow up on leads, update opportunities, and meet sales targets.
• Service Managers: Track support case handling times and agent performance.
• Executives: Get a clear picture of CRM ROI and user engagement trends.

Recommended Companion App for User Adoption & Productivity:

Gamifics365: It helps organizations boost CRM adoption, motivation, and productivity by integrating game mechanics directly into day-to-day CRM operations. Fun challenges, leaderboards, badges, and rewards keep users engaged, motivated, and on target. Pair with User Adoption Monitor to drive engagement, healthy competition, and higher CRM ROI.

Discover Inogic’s comprehensive suite of 15+ apps designed to maximize your Dynamics 365 CRM experience. Our app portfolio covers a wide range of categories, including geospatial analytics, omnichannel engagement, document and storage management, user adoption, SaaS management, productivity tools, data visualization, and seamless integrations. Take advantage of a free trial today and discover how our apps can elevate your Dynamics 365 CRM usage!