USER ADOPTION MONITOR · 1.10.2015  · Monitor User Adoption of Dynamics CRM by tracking daily...

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USER ADOPTION MONITOR

Transcript of USER ADOPTION MONITOR · 1.10.2015  · Monitor User Adoption of Dynamics CRM by tracking daily...

Page 1: USER ADOPTION MONITOR · 1.10.2015  · Monitor User Adoption of Dynamics CRM by tracking daily usage Support for tracking on OOB & Custom entities Configure entities and actions

USER ADOPTION

MONITOR

Page 2: USER ADOPTION MONITOR · 1.10.2015  · Monitor User Adoption of Dynamics CRM by tracking daily usage Support for tracking on OOB & Custom entities Configure entities and actions

FEATURES

Monitor User Adoption of Dynamics CRM by tracking daily usage

Support for tracking on OOB & Custom entities

Configure entities and actions to monitor

Track usage Daily, Weekly or Monthly

Data stored in a format that is easy to report on

Leaderboard on Dashboards

Page 3: USER ADOPTION MONITOR · 1.10.2015  · Monitor User Adoption of Dynamics CRM by tracking daily usage Support for tracking on OOB & Custom entities Configure entities and actions

SOLUTION DETAILS

CRM 2011 & ABOVE

ONLINE, ON-PREMISE, HOSTED

Tracking for actions through Web, Mobile and

Tablet Client

Plugins on CRM Entity Messages

HTML WEB RESOURCES

Dashboards & Reports

Page 4: USER ADOPTION MONITOR · 1.10.2015  · Monitor User Adoption of Dynamics CRM by tracking daily usage Support for tracking on OOB & Custom entities Configure entities and actions

ACCESS USER ADOPTION

AVAILABLE UNDER SECURITY AREA

Page 5: USER ADOPTION MONITOR · 1.10.2015  · Monitor User Adoption of Dynamics CRM by tracking daily usage Support for tracking on OOB & Custom entities Configure entities and actions

CONFIGURE TRACKING

SPECIFY THE ENTITY AND ACTIONS

TO TRACK ALONG WITH THE

FREQUENCY

Page 6: USER ADOPTION MONITOR · 1.10.2015  · Monitor User Adoption of Dynamics CRM by tracking daily usage Support for tracking on OOB & Custom entities Configure entities and actions

CONFIGURE INDIVIDUAL USER TRACKING

MODIFY INDIVIDUAL USER TRACKING

SETTINGS

Page 7: USER ADOPTION MONITOR · 1.10.2015  · Monitor User Adoption of Dynamics CRM by tracking daily usage Support for tracking on OOB & Custom entities Configure entities and actions

MONITOR ACTIVITY COUNTS

Track the counts and also

check the audit trail

Page 8: USER ADOPTION MONITOR · 1.10.2015  · Monitor User Adoption of Dynamics CRM by tracking daily usage Support for tracking on OOB & Custom entities Configure entities and actions

DASHBOARDS

Page 9: USER ADOPTION MONITOR · 1.10.2015  · Monitor User Adoption of Dynamics CRM by tracking daily usage Support for tracking on OOB & Custom entities Configure entities and actions

Thank You!

For further enquiry and questions,

contact us at,

Email: [email protected]

Twitter: @inogic

mailto:[email protected]

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