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USER ADOPTION TRACKER. FEATURES Monitor User Adoption of Dynamics CRM by tracking daily usage Support for tracking on OOB & Custom entities Configure.

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Presentation on theme: "USER ADOPTION TRACKER. FEATURES Monitor User Adoption of Dynamics CRM by tracking daily usage Support for tracking on OOB & Custom entities Configure."— Presentation transcript:

1 USER ADOPTION TRACKER

2 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

3 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

4 ACCESS USER ADOPTION AVAILABLE UNDER SECURITY AREA

5 CONFIGURE TRACKING SPECIFY THE ENTITY AND ACTIONS TO TRACK ALONG WITH THE FREQUENCY

6 CONFIGURE INDIVIDUAL USER TRACKING MODIFY INDIVIDUAL USER TRACKING SETTINGS

7 MONITOR ACTIVITY COUNTS Track the counts and also check the audit trail

8 DASHBOARDS

9 Thank You! For further enquiry and questions, contact us at, Email: info@elev8solutions.cominfo@elev8solutions.com crm@inogic.com Twitter: @elev8solutions | @inogic


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