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Monitor user actions in Dynamics CRM on a Daily, Weekly or Monthly Basis

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Microsoft Dynamics CRM is a powerful application that can significantly improve the productivity of an organization. To realize the true potential of the application, it is essential to know how the users are adopting Dynamics 365.

The first step to improve the user adoption of the application is to educate the users about the benefits of the application. After educating and training the users, the next step is to monitor their activity in the application to track the usage of the application and identify the need for further training.

This is where a productivity solution like User Adoption Monitor comes into the picture!

User Adoption Monitor enables managers to track and monitor the user activity in Dynamics CRM and improve the user adoption of Dynamics 365.

Monitoring Dynamics 365 user adoption on a Daily, Weekly or Monthly basis:

For better analysis managers can configure the results to be summarized by daily, weekly or monthly basis. Once the User Adoption Monitor solution is installed and activated, a User Adoption Configuration record is automatically created.

User Adoption Monitor helps you to configure tracking on the below operations. User can track OOB as well as custom entities.

  • Lead – Create
  • Lead – Closed
  • Account – Create/Update
  • Phone Call – Closed
  • Appointment – Closed
  • Opportunity – Create
  • Opportunity – Won

Activity Tracking Dynamics CRM

On the same screen, you can also specify, which actions need to be tracked per entity in a customized manner. Just click on the red circle (O) for the period you would like the tracking information to be summarized by. Let us understand what these terms None, Daily, Weekly, and Monthly specifies;

User Adoption Dynamics CRM Utility

The user can also use this tracking data for creating visualizations using OOB charts and have them presented in Dynamics CRM Dashboards.

Dynamics CRM User Adoption Tracker

By monitoring the daily actions of Dynamics CRM users, managers can then motivate them to be more active on Dynamics 365 thus increasing overall productivity and efficiency of the organization.

User Adoption Monitor is a productivity solution that helps the organization to track and review the CRM actions performed by users and improve the user adoption of the application. Managers and administrators can make strategic decisions about training and improve business processes to increase the user adoption of CRM based on the insightful utilization reports provided by the tool. It is available for Dynamics CRM 2013 & above on-premises, partner hosted, Dynamics 365, V9.0

Get started with User Adoption Monitor! Download your free trial from our Website or Microsoft AppSource.

from Microsoft Dynamics 365(CRM) Tips and Tricks http://bit.ly/2zZgkrt
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