Dynamics 365 – Increase the User Adoption

What is the User Adoption?

It’s the effective use of an interactive system by its users to the full advantage of the business.

 - Social User Experience for Effective Mobile Advertising book -.

The Importance and the impact of the User Adoption

User adoption takes the project to the next level, if your project is not adopted by the users in that organization, then your project is failure, thus, you start losing your clients and potential clients.

We are not talking here about if the application or the software is working correctly, Or technically achieved, NO, we are here talking about the usefulness of the software, the reliability, the usability, the convenience use of the software, the pleasurable and the meaningfulness of this software.

Once the software is useful and easy to use, the software will increase the growth of the organization’s business, and the performance will be faster with more accurate data and information.

The bottom line is, if there is no user adoption, the software might be used for a small period of time or it might not be used in the first place.

Dynamics CRM and User Adoption

Microsoft Dynamics CRM is a rapidly growing application; day by day there are new features and enhancements to increase the usability of the application, however, there is a good number of clients uses the Dynamics CRM as the CRM system in their company who return to other Microsoft partners to re implement the CRM system, or sometimes they decide to stop using it, because of the lack of usable implementation.

So, speaking of user adoption, how we can achieve it in the Dynamics CRM, below are some tips which can lead you to it,

- Boost the user experience, get the best out of the CRM

- Visualize

Give the user a visualization of the data in the CRM, use the dashboards in the CRM, fill it with charts, iframes, web recourses, etc.

- Use custom buttons in the ribbon

 Do not let the user to use frequent workflows and dialogs from the on demand workflows and dialogs menu, use buttons, to make it easier and quicker to access.

- Add filterable columns to the views

so instead of letting the users stuck and waste their time on searching of certain records, make it easy and add filterable columns to the views to let them filter the records based on their needs.

- Do not let the user see what he/she doesn't want or need to

 Make more than one form for the users and based on their security roles, display to them the proper needed data and information.

- Use the quick create forms

 don’t navigate the user to other business entities when associating records to a certain record.

- Fill the data in one screen

 there is nothing worse than letting the user search for information among multiple records and entities; fill the form with sub grids, notes, social pane, activities, and quick view forms.

- Visualize the process

 Use the business process flow, to visualize the process for the user and make it more convenient and clear.

- Decrease the load on the system

 if there are too many processes on an entity and it takes time to load records, try to re check the processes on this entity, and reset the processes, by determining which process doesn’t needed on real time to re implement it as asynchronous process.

- Aware the Consultants and the Developers in your company

 Give time for your employees to educate and aware them to work as one team to give the best output they can give, and do not fall in the trap which make the individuals work to finish their tasks and each one rely on the other.

- Train your employees

 Invest in your employees; send them for training, whether in technical or business wise courses.

- Keep your company up to date with the technologies

 losing the base with the new technologies and enhancements may cause a bad situation for your company’s business, and your output may look as a legacy obsolete output.

- Involve the User from the start

 keep your clients up and following with your work process, make sure to reach their needs, launch a weekly meeting, work onsite to ensure delivering the right thing in the right time.

- Full Dynamics CRM Training for your clients

Train your client’s users to how to use the CRM properly, and introduce all of the features they may benefit from.

- Employ someone to make sure the work is being done properly

employ someone to always check and act naively to use the CRM system, to play the role of the client, some of the findings may look petty to you, but in fact, it is a big deal for the clients.

Thanks!.