Track/Manage User Actions in Dynamics 365 CRM - User Adoption Monitor
作成者: Inogic
User Adoption for Microsoft Dynamics 365 CRM - Plan your journey with right tools and best practices
Are your Dynamics 365 CRM users not fully utilizing the platform's capabilities? Is it difficult to measure the ROI of your CRM investment? With User Adoption Monitor, you can ensure data quality, track, monitor, and manage the most common actions performed by users in Microsoft Dynamics 365 CRM. As managers and administrators, you can easily analyse user activity on dashboards in CRM and take the appropriate steps to enhance adoption.
User Adoption Monitor is available for Microsoft Dynamics 365 9.X and above, Dataverse (Power Apps). It supports the following deployment models - On-Premises and Online.
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Features
- Track Actions: Track actions of CRM users including - Create, Read, Delete, Update and Record Open.
- Track Login/Logout: Track log-in and log-out activities of CRM users.
- Track Check-in/Check-out: Track users on the basis of records they have worked on.
- CRM Adoption Tracking: Monitor Microsoft Dynamics 365 usage of the team members by tracking various web activities performed by them in the CRM manually.
- Easy for Analysis: Track and store activity stats within Microsoft Dynamics CRM in a format that is easy to report, with OOB Charts or SSRS Reports.
- Tracking Summaries: Track Daily, Weekly or Monthly summaries of usage
- Leaderboard and Performance Dashboards: Easily view the activity breakup and individual user performance across Microsoft Dynamics 365 CRM through Dashboard visualizations to list out key metrics.
- Data Completeness: Monitor and ensure the overall completeness of the entity record.
- Aggregate Tracking: Calculate and track aggregated values of field values representing CRM user actions for the selected entity.
- Target Tracking: Assign and track targets assigned to users for specific entity actions in Microsoft Dynamics 365 CRM.
How User adoption Monitor can make the most out of your CRM investment?
- Provides insights on user adoption of the defined processes
- Helps fine tune the process through training to improve adoption for increased ROI on CRM investments
- Enhanced user engagement and increased efficiency
To learn more about User Adoption Monitor visit our website, online docs, or video library.
Contact us on crm@inogic.com to get a complete demo from our technology experts.
Recommended Companion App for User Adoption:
Gamifics365: Yes, Gamification is back in Microsoft Dynamics 365 CRM, an app that enhances CRM productivity and adoption by implementing game mechanics into daily routine CRM operations. With fun games and activities, CRM users are highly motivated to achieve their goals and targets, resulting in improved sales and productivity.
Explore Inogic’s extensive collection of over 15+ apps designed to maximize your Dynamics 365 CRM experience. Our app portfolio covers a wide range of categories, including geospatial, storage and document management, user adoption, SaaS management, productivity, visualization, and integration. Take advantage of a free trial today and discover how our apps can elevate your Dynamics 365 CRM usage!
