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Tracking CRM User Adoption, Made Easy

Post Author: Joe D365 |

If you've ever wondered if there was a tool out there that could help you track the usage of your Dynamics CRM users, your wait is over! PowerObjects has developed a log utility tool that can help with tracking user adoption.

The log utility, dubbed PowerLog, provides summaries of user activities via dashboards. You can track the usage volume as well as what records are used and touched. The log utility also gives you an idea on what actions are being performed within these records. It lets you know if users are actually creating and tracking activities, and even what kind of searches they have been doing by using advanced finds. (Please note that this tool will only work in an on-premise or a partner-hosted CRM system.)

There are four dashboards that come with the log utility tool.

Tracking CRM User Adoption

PowerLog – Usage Logging and Analytics Dashboard

Below is a screenshot of the Usage Logging and Analytics dashboard:

The dashboard displays CRM usage logging and analytics, displayed by the following charts:

  • Action Performed by Day: Shows the count of all actions performed by the day throughout the past 7 days
  • Entities Count: Shows the count of all activities done within the various entities during the last 7 days
  • Usage trend last 14 days: Shows the number of times users have logged into CRM during the last 14 days
  • Index usage by day: Shows the number of times users have logged into CRM during the last 14 days in a bar graph

PowerLog CRM Usage – Last 7 Days /This Month/Yesterday Dashboard

These dashboards display the CRM usage for the time frame displayed on the dashboard name—the last 7 days, this month, or yesterday. These usage analytics are displayed by the following charts:

Usage by entity Shows the count of all actions performed within the various entities.

Usage Index by User: Shows the count of actions performed within CRM by the users

Usage by Activity: Shows the count of types of actions performed within CRM: Open, Download, Create, Navigate, and Report

Usage of Trend: Shows the count of times users log into CRM

Of course, if there are other dashboards that you would like to create, you can certainly do so by using Advanced finds for PowerLogs, as shown below:

Finally, the log utility comes with a PowerLog security role that you can assign only to users that you would like to have access to the information provided by this tool.

User adoption is a key ingredient to a successful CRM implementation. The log utility will help you track user adoption analytics and move you forward on that journey. To learn more about the PowerLog utility by PowerObjects, visit our website.

Happy CRMing!

By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

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