One of the great features of Dynamics 365 is that it can be accessible anywhere: through an internet browser, Outlook or on a mobile device. To encourage user adoption, it's best to ensure that you offer Dynamics 365 through the method your users prefer.
Dynamics 365 works on any internet browser. If your organization is on the cloud (Dynamics 365 Online) the internet is the default method of accessing CRM data.
If you are using an on-premise solution, you will need to configure Internet Facing Deployment (IFD) to gain access to CRM data through a browser. To learn more about the steps involved with configuring IFD, see this article from Microsoft.
Does your organization rely on Outlook? Have no fear - Dynamics 365 has a native integration with Outlook via the Dynamics 365 App for Outlook. This app is a Microsoft office add-in that provides a dynamics 365 assistant for Outlook desktop, web or mobile. It's extremely simple to manage and deploy directly from within Dynamics 365. With just a few clicks, you can regard an email from a prospective client, create a lead and update fields. It performs very quickly, using the Dynamics Web API to retrieve data in real time.
If you have a mobile sales team, you will want to check out the Dynamics 365 for Phones App. With the v9 update, Microsoft presented a huge improvement in the app. Leveraging the unified user interface, mobile app users can not only perform all CRM tasks, they can also use the new Timeline display of activities, notes and posts and walk through Task Flows.
Need help configuring your Dynamics 365 system to enhance end user adoption? We are User Adoption experts at Beringer Technology Group. Let us help you make sure you don't miss the mark when it comes to User Adoption.
This blog is part of a series that will focus on a deep dive in User Adoption. User Adoption is so very important in a CRM implementation and often overlooked. So, what can you do to help encourage adoption for a system? Over the next several months, we will look at ten ways to help with User Adoption at your organization.
View these other blog posts in the User Adoption series:
- End Users are the Most Important (But Management is important too!)
- User Adoption and the K.I.S.S. Principle
- Dynamics 365 User Adoption Tips: It's All About the Data Quality
- Dynamics 365 User Adoption: Who Wants to be a Super User?
- Dynamics 365 User Adoption: Why Aren't They Using It?
- Dynamics 365 User Adoption: Business Process Flows for the Win!
If you have questions please do not hesitate to contact us at 800.796.4854. We can help you with all of your Dynamics 365 needs. Beringer Technology Group is a Microsoft Gold Certified Partner and has proven excellence in Managed IT Services.
Beringer Technology Group, a leading Microsoft Gold Certified Partner specializing in Microsoft Dynamics 365 and CRM for Distribution. We also provide expert Managed IT Services, Backup and Disaster Recovery, Cloud Based Computing and Unified Communication Solutions.