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User Adoption Monitor - Manage & Analyze Dynamics 365 CRM Process

User Adoption Monitor is a productivity app that monitors and tracks the actions performed by enabled users in Dynamics 365 CRM. It monitors both the common actions and special messages of end users such as Create, Read, QualifyLead, Win, etc. on various frequency periods like daily, weekly, monthly basis. It also keeps track of the amount of time invested by end users in CRM and in each entity records. With the help of dashboards in User Adoption Monitor, managers can get the brief details of user actions per Entity/Action/Period and thereby improve the user adoption of Dynamics 365 CRM.

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User Adoption Monitor - Manage & Analyze Dynamics 365 CRM Process

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  1. Track User Actions & Improve Adoption of Dynamics 365 CRM crm@inogic.com

  2. Key Features • Consolidation • Ability to choose the period by which the tracking should be consolidated. It can be summarized by Daily/ Weekly/ or Monthly basis. This helps with reviewing against goals if any set for the users. • Track Actions • Most common actions including Create, Delete, Update, Opening of Records, CRM access, etc. is available for tracking. • Configurable • Monitoring can be configured for the choice of entities and actions. • Leaderboards • Easily view the activity breakup and individual user performance across the CRM application through Dashboard visualizations to list out key metrics. • Performance • Statistics collected in the background without impacting performance or user experience. • Reporting • Activity stats stored within Dynamics 365/CRM in a format that is easy to report on using either the OOB Charts or SSRS/ Power BI Reports. • Data Completeness • Ensure the completeness of an entity record depending upon the business requirement in Dynamics 365 CRM • Target Tracking • Monitor and keep a track of targets assigned to users in Dynamics 365 CRM for a given period of time. • Aggregate Tracking • Keep a track of the aggregate value of actions performed by the users in Dynamics 365 CRM. • Check-in/Check-out • Keep track of time spent by each user on particular Entity records with Check-in & Check-out feature. • Log In/Log Out • Track daily Log In & Log Out details of each user in Dynamics 365 CRM crm@inogic.com

  3. Available For • SUPPORTED VERSIONS • Dynamics 365 8.2 and above • Dataverse (Power Apps) • DEPLOYMENTS • ON-PREMISES • ONLINE crm@inogic.com

  4. Dashboards for Performance Insights crm@inogic.com

  5. Configure Tracking for Entities & Actions crm@inogic.com

  6. Monitor Activity Counts Track the total count and also check the Audit Trail crm@inogic.com

  7. Track User Log In/Log Out Counts crm@inogic.com

  8. Track User Check-in/Check-out Counts crm@inogic.com

  9. Aggregate Tracking crm@inogic.com

  10. Target Tracking crm@inogic.com

  11. Data Completeness crm@inogic.com

  12. Next Steps • Learn more about User Adoption Monitor today. • Get your free User Adoption Monitor trialnow from our website or Microsoft AppSource! • Get started with User Adoption Monitor Videos • Email: crm@inogic.com crm@inogic.com

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