Best Practices to Improve Dynamics 365 CRM User Adoption

Many businesses now rely on Microsoft Dynamics 365 CRM, a powerful business app initially designed to help sales teams manage customer relationships. To fully reap the rewards of such a robust system, users must adopt and adapt to it quickly and effortlessly.

Reluctance to Dynamics 365 user adoption is often cited as the primary reason many company projects fail. Suppose a company’s only concern is getting the implementation project done on schedule and under budget. In that case, it might overlook the steps necessary to ensure its end users adopt the software.

However, how can you guarantee that your staff is adjusting well to the Dynamics 365 CRM system? Using a third-party app to track employee CRM activity is a great way to gauge how well they’ve taken to the new platform. In this post, we’ll go over ten strategies for boosting Microsoft Dynamics 365 user adoption.

Methods for Increasing Dynamics 365 User Adoption

Set Clear Goals

The ‘Target Tracking’ function of Client Adoption Monitor in Dynamics 365 CRM allows you to set and monitor individual sales objectives for each team member. You can establish goals in terms of quantity and monetary worth. This will make it simple for you to evaluate the efficiency of each team member regularly.

To better serve its clientele, a company must understand its leadership’s priorities regarding what data to gather to report. All contact information should be complete with a first and last name, an organisation, an email address, and a phone number. In account activity, top management may have certain expectations for each account.

Keep things simple

Microsoft Dynamics 365 CRM utilisation rates are higher when the system is easy to operate. You may initially need only some of the features of a specific Dynamics module. Make sure to distinguish users by including options they will use later or a sitemap that’s too crowded. Focus on what matters to get results quickly.

If you manage individuals that struggle with the complexity of Dynamics 365 CRM, consider how you can personalise the same and analyse ways to improve their data usage. Power App Component Frameworks (PCF) controls provide a more aesthetically pleasing means of interacting with data and may serve as an example. These are excellent examples of Barcode scanners, toggle switches, numeric inputs, rich text controls, and star ratings.

Allow users to perform effectively

Create practical training material for Dynamics 365 user adoption. Microsoft Dynamics 365 CRM adoption relies on training, so share information on new Microsoft wave releases and regularly update training resources (videos, docs, knowledge articles, and more).

Please make sure everyone using Microsoft 365 CRM knows how it may help them achieve their personal and professional objectives.Periodically refresh the training.

Get people to embrace and use the system by measuring their progress and rewarding them. Count the number of actions each user takes and report on that data. To the user(s) who have participated in the most events, give a gift card. Tell how the system has helped you in the past; for instance, link increased sales to your use.

Ensure and maintain data quality

With the help of Dynamics 365 user Adoption Monitor’s “Data Completeness” tool, you can check if your team has collected all the necessary information. To ensure that the selected entity’s records are complete, you may quickly decide which fields must be filled. If any of these required fields are missing, the record will be marked as “Incomplete” until all required information is added. All pertinent client data will then be conveniently accessible within the Dynamics CRM system.

Communication is important

Some team members might initially be reluctant to Microsoft Dynamics 365 CRM adoption. People will have more time to adjust to the new circumstances, raise any concerns, and have their questions answered if they are informed of the change in advance.

If you don’t want your staff to be caught off guard by all the changes, explain what’s happening, why it’s happening, when it will take effect, who will be affected, and what’s needed before the go-live. It’s not enough to tell them once; instead, you need to communicate with them frequently and in stages to drive home the significance of the application and the urgency with which they should start Dynamics 365 user adoption.

Keep track of your progress

Microsoft Dynamics 365 CRM adoption is a process that never ends. For long-term success with 365 CRM, company leaders should set specific, quantifiable objectives and regularly assess performance against these standards.

There is still a chance that users will revert to their previous working habits, even if the initial engagement indicators seem promising if they need to be more closely monitored. Suppose you see that specific users or groups are reluctant to accept your solution. In that case, you should encourage them to do so in an open forum, evaluate the integrity of their objections and move swiftly to win them over.

Employees must obtain input on what they want to see changed or added to maximise the app’s utilisation. Involve Preact, your Dynamics support partner, to make additional improvements to ensure your system is always improving and adapting to new needs.

Concentrate on customer experiences

Many failed Microsoft Dynamics 365 user adoption may be traced back to an excessive emphasis on the internal user experience at the expense of the external customer. Many successful salespeople are possessive of their network of contacts.

Owners of the product can be reluctant to discuss problems with sales. Sales may need to be made aware of a customer’s payment issues. By making this information accessible across your company, you can help employees better understand your consumers and make decisions that will boost your bottom line.


Microsoft Dynamics 365 user adoption can be challenging. Whether you’re looking at Microsoft Dynamics 365 CRM as a potential new CRM solution or are experiencing difficulties with your current setup, this guide can help. Having Zelite on your side will guarantee that you achieve any goal you set for yourself.

Our CRM take-on consulting service can help you get back on track if you need help with the quality of support from your existing partner or feel like you need to use your system more.

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