You might have been thinking tips and tricks related to user adoption are meant only for people in administrative roles but that is anything but true. CRM adoption is crucial for every member of your company required to use Dynamics 365 in your organization. After all, users must know how to efficiently use the new software.
Keep reading to find out the tips that will not only help you with D365 user adoption but also make it clear why user adoption is crucial to your company’s CRM success.
1)Take Notes On Possible Improvements And Bring Them To Your Admin’s Notice
Instead of following instructions like a robot, become an active user - you know how the CRM platform functions and moves daily. Many employees waste time complaining about the cons of the software but do not just sit and complain.
Make notes on possible improvements and bring them to the notice of your admins. Since possibilities for customizing a CRM platform are always going to be present, it is smarter to use the CRM adoption process to your advantage.
2)Don’t Stay Silent When Some Features Are Not Working
Your Dynamics 365 is supposed to make life easier. Instead of putting up with any faulty methods or unresponsive features every day, make notes on features that are not responding at the moment and put in the effort to solve the issues.
If you stay silent about faulty features, the CRM won’t be performing the functions it is required to perform for the benefit of your company. Thus, do everything possible to make the management aware of any difficulties and improve the efficiency of your organization’s functioning.
3)Share Your Expertise With Colleagues And Be The Voice Of The Digital Transformation
There are going to be several users who will not be able to understand the benefits of Dynamics 365 or any CRM platforms for that matter. In that case, help your colleagues understand the D365 user adoption processes and see the benefits of a successful CRM platform.
Simply put, share anything (charts, dashboards) that will help your colleagues for forming consistencies and increase efficiency within teams - be the voice of the digital transformation your company is going through.
4)Propose New Options In Option Sets And Columns In View Section
If you think there are option sets in your Dynamics 365 system that might need more options, you need to express what you think. Then if you feel that some board is irrelevant at the moment and needs to be smaller, again you should speak up. Plus, if you are facing difficulties, your co-workers may be also facing difficulties that can impact negatively on the CRM adoption processes.
It’s not just about some option sets. If you think the system requires another column for helping everyone involved, you must bring it to the notice of the management and admins. Dynamics 365 can be customized easily and naturally, this means you don't need to dismiss any opportunity to refine or even expand features in your system.
