User Adoption Monitor - Manage & Analyze Dynamics 365 CRM Process

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Track User Actions Improve Adoption of Dynamics
365 CRM
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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.
Configurable Monitoring can be configured for the
choice of entities and actions.
Track Actions Most common actions including
Create, Delete, Update, Opening of Records, CRM
access, etc. is available for tracking.
Leaderboards Easily view the activity breakup and
individual user performance across the CRM
application through Dashboard visualizations to
list out key metrics.
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.
Performance Statistics collected in the
background without impacting performance or user
experience.
Data Completeness Ensure the completeness of an
entity record depending upon the business
requirement in Dynamics 365 CRM
Aggregate Tracking Keep a track of the aggregate
value of actions performed by the users 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.
Log In/Log Out Track daily Log In Log Out
details of each user 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.
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Available For

• SUPPORTED VERSIONS
• Dynamics 365 8.2 and above
• Dataverse (Power Apps)

• DEPLOYMENTS
• ON-PREMISES
• ONLINE

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Dashboards for Performance Insights
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Configure Tracking for Entities Actions
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Monitor Activity Counts
Track the total count and also check the Audit
Trail
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Track User Log In/Log Out Counts
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Track User Check-in/Check-out Counts
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Aggregate Tracking
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Target Tracking
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Data Completeness
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Next Steps
Learn more about User Adoption Monitor
today. Get your free User Adoption Monitor trial
now from our website or Microsoft AppSource! Get
started with User Adoption Monitor Videos Email
crm_at_inogic.com