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Dynamics 365 User Adoption: Business Process Flows for the Win!

Dynamics 365 User Adoption: Business Process Flows for the Win!

Business Process Flows allow you to translate your organization's Service & Sales Processes into simple steps for end users to follow. If you don’t have a process, work with managers to define one! (If you find yourself starting here, remember to include your End Users throughout this entire process - not just management!) Use drag & drop functionality to customize your organization’s process in a simple, easy-to-follow way.

Dynamics 365 User Adoption: Why aren’t they using it?

Dynamics 365 User Adoption: Why aren’t they using it?

There is most likely a pain point that your users have in their daily job (which is often times NOT in CRM). Your challenge, should you choose to accept it, is to find that pain and use technology (CRM!) to automate it! There are a number of ways to accomplish this and increase user adoption at your organization:

Job shadow (great for Customer Service Reps & Inside Sales Reps)
Ride along (Salespeople)
Look for manual Excel reporting they are providing to their manager

Spending the time with your end users to really understand why they are not using CRM can pay huge dividends in user adoption.

Are You Fully Embracing Cloud Technology?

Are You Fully Embracing Cloud Technology?

Are You Fully Embracing Cloud Technology?
I hear that you are looking to move to the cloud. That's great, but what does that mean to you? Are you simply looking to move off an aging infrastructure, or should there be more to your cloud migration strategy?

I recently worked with a client who wanted to move his website up to the cloud.