3 reasons why User Adoption Monitor is needed for a successful Dynamics CRM implementation

By | September 18, 2018

Activity Tracking Dynamics CRM

In this age of digital transformation, organizations leverage the powerful features of business apps to transform their business processes and grow from regional players to global leaders. However, implementing business apps in an organization is easier said than done and it ultimately depends on how well the users adopt the new tool.

Needless to say that user adoption is the most crucial element in the successful implementation of any business app.

Take for instance a Customer Relationship Management system. Over the years the CRM systems available has made tremendous strides and now has become an integral part of almost every business. CRM systems like Dynamics 365 has a high ROI, is known to improve the overall organizational productivity, and is used to transform Customer Service, Sales force automation, Marketing Automation, and Knowledge Management.

According to research by Forrester, almost 70% of CRM projects fail due to poor user adoption. This makes it crucial for a business to make sure that their users are adopting the newly implemented CRM system.

The good news is that we know how important it is for your business to have a successful Dynamics CRM implementation, and we have developed the User Adoption Monitor app for Dynamics 365. User Adoption Monitor helps you to create successful strategies to improve the user adoption of your CRM implementation by allowing you to get insights about user actions within CRM.

Let’s see three reasons User Adoption Monitor is a must-have app for your CRM implementation;

Know how often users utilize Dynamics 365

User Adoption Monitor allows managers to monitor and track the actions performed by enabled users in Dynamics 365 and thus gain insights into how the users are utilizing the CRM. Moreover, the actions can be monitored on a Daily, Weekly and Monthly basis. This gives the managers a whole new way to understand how frequently the CRM is being used.

Visualize the usage for quicker insights

Another great feature of User Adoption Monitor is the ability to visualize the usage with Leadership and Performance Dashboards in Dynamics 365. This gives the manager a quick way to know how the users are utilizing CRM. Furthermore, the dashboard reporting can be configured per Entity/Action/Period and per User/Period giving the managers even greater control over what they want to monitor.

Create training sessions based on the usage reports

Based on the usage reports, the managers can create strategies and training sessions for users to allow them to know the application based on their usage. This gives the users an additional boost and motivation to use Dynamics 365 even more. Also, as User Adoption Monitor provides the ability to configure tracking for OOB and Custom Dynamics 365 entities, organizations can rest assured that the actions performed for any entity can be monitored, further improving the overall user adoption of Dynamics 365.

User Adoption Monitor is a productivity app that enables managers to track and monitor user actions and get the reports for the same on various frequency periods like daily, weekly, monthly. Managers and administrators can make strategic decisions about training and enhance business processes to increase the user adoption of CRM based on the insightful utilization reports provided by the tool.

User Adoption Monitor is available for Dynamics CRM (2013 & above, Dynamics 365) On-Premises, Online, and Partner-hosted.

Get your free trial both from our website or Microsoft Appsource. You can also contact us at crm@inogic.com to get the live demo of the solution.

We would like to take a moment to introduce our new product Alerts4Dynamics to you. Alerts4Dynamics lets you schedule and manage alerts in Dynamics 365 CRM to notify users about the updates in CRM, due invoices, reminder to send quotes, etc. You can define target audience and send them priority based alerts via pop-ups, form notifications and emails. You can also view the log of read/dismissed alerts by users and also create alerts for multiple records by defining rules.