Monday, June 1, 2015

Increase User Adoption with Your Own In-House CRM Support Entity in Dynamics CRM 2013 – a Step-by-Step Guide

Increase User Adoption with Your Own In-House CRM Support Entity in Dynamics CRM 2013 – a Step-by-Step Guide - A Blog by FMT Consultants
"User adoption is pivotal when implementing Microsoft Dynamics CRM within your organization. A key component to turning your CRM implementation into a successful investment is by providing timely post go-live and on-going support in a manner that reassures your users that the system will be properly supported. Support could range from training, user feedback, suggestions, enhancement requests, technical issues, bugs, reporting requests, etc.
It’s best to have a solid plan in place, whether that’s using an existing I.T. ticketing system or having dedicated staff. But the reality is that many companies don’t have the time and/or resources to put something in place until after the first critical user adoption period has passed. If users don’t adopt to the system initially, it makes it much harder to get them on board later on.

One way to show your users that they’ll have the support they need is by creating your own internal CRM support entity. Having an entity dedicated to CRM support allows you to quickly implement, manage and maintain CRM support requests so that user adoption does not suffer, and your data quality remains high. Below is a quick and easy method to implement a custom CRM support entity. These steps assume you are somewhat comfortable with customizing entities and forms."
Read the full blog here.