Installing User Adoption Samples in Environment

In the previous blog you have learnt to install User Adoption Monitor solution. Now let’s see how to install the sample tab.

Once the solution is successfully activated, you can see the Install Sample tab.

Click on the Install Samples button to install the sample records for Entity Configuration entity.

Once the sample records are installed, tracking of the entity-action pairs is started for all the active users in CRM.

If you wish to modify the entity-action pairs, go to Apps–>User Adoption Monitor Group–>Entity Configuration and select the record you wish to modify.

Or

Go to Advanced Settings–>Settings–>User Adoption Monitor Group–>Entity Configuration and select the record you wish to modify.

For further information, contact us on crm@inogic.com.

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