{"id":24478,"date":"2020-08-22T11:09:10","date_gmt":"2020-08-22T11:09:10","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=24478"},"modified":"2021-02-16T09:22:11","modified_gmt":"2021-02-16T09:22:11","slug":"set-targets-and-ensure-data-completeness-tracking-user-adoption-within-dynamics-365-crm-gets-smarter","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2020\/08\/set-targets-and-ensure-data-completeness-tracking-user-adoption-within-dynamics-365-crm-gets-smarter\/","title":{"rendered":"Set targets and Ensure Data Completeness \u2013 Tracking User Adoption within Dynamics 365 CRM gets smarter!"},"content":{"rendered":"<p><img decoding=\"async\" class=\"aligncenter wp-image-24489\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/08\/User-Adoption.jpg\" alt=\"User Adoption\" width=\"1167\" height=\"667\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/08\/User-Adoption.jpg 700w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/08\/User-Adoption-300x171.jpg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/08\/User-Adoption-660x377.jpg 660w\" sizes=\"(max-width: 1167px) 100vw, 1167px\" \/><\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/user-adoption-monitor-in-dynamics-crm\" target=\"_blank\" rel=\"noopener noreferrer\">User Adoption Monitor<\/a> has always been your go-to app to track, monitor and review user adoption of Dynamics 365 CRM. This is why it has become one of the <a href=\"https:\/\/appsource.microsoft.com\/en-us\/product\/dynamics-365\/inogic.728355ef-5b19-45f6-bb63-9680886e551a?tab=Overview\" target=\"_blank\" rel=\"noopener noreferrer\">Preferred Solutions available on Microsoft AppSource<\/a>. Now, with the latest addition of three new features, User Adoption Monitor is on its way in being the ultimate solution for monitoring user actions on Dynamics 365 CRM.<\/p>\n<p>So, what are these three new features and how will you benefit from them?<\/p>\n<p>Let\u2019s have a brief look into them.<\/p>\n<ul>\n<li><strong>Data Completeness<\/strong><\/li>\n<li><strong>Aggregate Tracking<\/strong><\/li>\n<li><strong>Target Tracking<\/strong><\/li>\n<\/ul>\n<p><iframe title=\"Increase Dynamics 365 CRM User Adoption and Engagement with User Adoption Monitor\" width=\"665\" height=\"374\" src=\"https:\/\/www.youtube.com\/embed\/d21izRL9hNk?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<h2><strong>Data Completeness<\/strong><\/h2>\n<p style=\"text-align: justify;\"><strong>\u2018Data completeness\u2019<\/strong> feature of User Adoption Monitor helps in identifying if the respective entity records have all the necessary attributes\/data filled in to ensure the completeness of the record. Here, you will be given the provision to choose which of the fields from the records of the selected entity need to be filled in to make sure that the record is complete. And in case if any of these defined fields are left blank, then the completeness of the record would be reflected as \u2018Incomplete\u2019 until all the specified fields have been duly filled. In this way, you can ensure that you have all the required information about your customers that is necessary for conducting business.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/08\/1Tracking-User-Adoption-within-Dynamics-365-CRM.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-24479\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/08\/1Tracking-User-Adoption-within-Dynamics-365-CRM.png\" alt=\"Tracking User Adoption within Dynamics 365 CRM\" width=\"1447\" height=\"565\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/08\/1Tracking-User-Adoption-within-Dynamics-365-CRM.png 1447w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/08\/1Tracking-User-Adoption-within-Dynamics-365-CRM-300x117.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/08\/1Tracking-User-Adoption-within-Dynamics-365-CRM-768x300.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/08\/1Tracking-User-Adoption-within-Dynamics-365-CRM-1024x400.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/08\/1Tracking-User-Adoption-within-Dynamics-365-CRM-660x258.png 660w\" sizes=\"(max-width: 1447px) 100vw, 1447px\" \/><\/a><\/p>\n<h2><strong>Aggregate Tracking<\/strong><\/h2>\n<p style=\"text-align: justify;\">With <strong>\u2018Aggregate Tracking\u2019 <\/strong>feature, you will be able to track the aggregations of respective numeric fields of the entity on which the specific user action has been defined. To understand better, let\u2019s take an example of <strong>\u2018Opportunity-win\u2019<\/strong> action. Here, you can see that with aggregate tracking you can get the SUM of the Actual Revenue of all the Opportunities won by the users for a defined period of time. In this way, you can get the aggregate value (SUM or AVG) of Budget Amount, Est. Revenue, Freight Amount, etc.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/08\/2Tracking-User-Adoption-within-Dynamics-365-CRM.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-24480\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/08\/2Tracking-User-Adoption-within-Dynamics-365-CRM.png\" alt=\"Tracking User Adoption within Dynamics 365 CRM\" width=\"1382\" height=\"609\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/08\/2Tracking-User-Adoption-within-Dynamics-365-CRM.png 1382w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/08\/2Tracking-User-Adoption-within-Dynamics-365-CRM-300x132.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/08\/2Tracking-User-Adoption-within-Dynamics-365-CRM-768x338.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/08\/2Tracking-User-Adoption-within-Dynamics-365-CRM-1024x451.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/08\/2Tracking-User-Adoption-within-Dynamics-365-CRM-660x291.png 660w\" sizes=\"(max-width: 1382px) 100vw, 1382px\" \/><\/a><\/p>\n<h2><strong>Target Tracking<\/strong><\/h2>\n<p style=\"text-align: justify;\">With the help of <strong>\u2018Target Tracking\u2019<\/strong> in User Adoption Monitor, you can allot and keep track of targets assigned to users in Dynamics 365 CRM. Here, you can assign the users a total number of targets or total value of targets to be achieved for given period of time. These targets can be set against the count of the respective entity actions or against the aggregate value of fields with respect to an entity action performed by the user. For example, you can set a target of winning 10 opportunities a day for each user in your organisation and then keep a track of the same. At the end of the day you can compare the performance of each user based on the targets achieved by them.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/08\/Tracking-Usage.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-24482\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/08\/Tracking-Usage.png\" alt=\"Tracking Usage\" width=\"1458\" height=\"559\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/08\/Tracking-Usage.png 1458w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/08\/Tracking-Usage-300x115.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/08\/Tracking-Usage-768x294.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/08\/Tracking-Usage-1024x393.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/08\/Tracking-Usage-660x253.png 660w\" sizes=\"(max-width: 1458px) 100vw, 1458px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/08\/4Tracking-User-Adoption-within-Dynamics-365-CRM.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-24481\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/08\/4Tracking-User-Adoption-within-Dynamics-365-CRM.png\" alt=\"Tracking User Adoption within Dynamics 365 CRM\" width=\"1380\" height=\"533\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/08\/4Tracking-User-Adoption-within-Dynamics-365-CRM.png 1380w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/08\/4Tracking-User-Adoption-within-Dynamics-365-CRM-300x116.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/08\/4Tracking-User-Adoption-within-Dynamics-365-CRM-768x297.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/08\/4Tracking-User-Adoption-within-Dynamics-365-CRM-1024x396.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/08\/4Tracking-User-Adoption-within-Dynamics-365-CRM-660x255.png 660w\" sizes=\"(max-width: 1380px) 100vw, 1380px\" \/><\/a><\/p>\n<p>With these new features, User Adoption Monitor has fulfilled the criteria of a must-have solution that keeps on evolving to meet the latest requirements of Dynamics 365 CRM users around the world.<\/p>\n<p style=\"text-align: justify;\">So, what are you waiting for? Download and explore these amazing new features from our <a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/user-adoption-monitor-in-dynamics-crm\" target=\"_blank\" rel=\"noopener noreferrer\">website<\/a> or <a href=\"https:\/\/appsource.microsoft.com\/en-us\/product\/dynamics-365\/inogic.728355ef-5b19-45f6-bb63-9680886e551a?tab=Overview\" target=\"_blank\" rel=\"noopener noreferrer\">Microsoft AppSource<\/a>.<\/p>\n<p>For personal demo and queries you can mail us at <a href=\"mailto:crm@inogic.com\">crm@inogic.com<\/a><\/p>\n<p>Until then \u2013 Stay Safe, Stay Healthy and Keep Monitoring!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>User Adoption Monitor has always been your go-to app to track, monitor and review user adoption of Dynamics 365 CRM. This is why it has become one of the Preferred Solutions available on Microsoft AppSource. Now, with the latest addition of three new features, User Adoption Monitor is on its way in being the ultimate\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2020\/08\/set-targets-and-ensure-data-completeness-tracking-user-adoption-within-dynamics-365-crm-gets-smarter\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":24485,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[62],"tags":[96,2066,2065],"class_list":["post-24478","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-user-adoption-monitor","tag-activity-tracking-dynamics-crm","tag-dynamics-365-user-activity-tracker","tag-microsoft-dynamics-365-user-adoption"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/24478","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=24478"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/24478\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media\/24485"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=24478"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=24478"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=24478"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}