One of the key success factors of implementing a new CRM is a high user adoption rate. Otherwise, the CRM strategy and implementation may be considered as a failutre.
When administrating Dynamics CRM, you may want to measure the usage and user connection frequency. First of what you need to configure is enabling audit. Afterwards you can analyze audit logs and take the right decisions to make the CRM meet better business and users expectations (check this post for more details Easily Export Audit Logs).
To enable user access navigate to Settings==>Auditing==>Global Audit Settings and check Start Auditing and Audit user access boxes.
You can immediately check what’s changed in Settings==>Auditing==>Audit Summary View
Note:Audit logs are divided into 3 months partitions, you can check logs in Settings==>Auditing==>Audit Log Management
Dynamics CRM has a native amazing capability which allows every single user to use the application in his preferred language by changing personal options.
But first the available languages are just languages added to support by CRM administrator. To add new languages you should go to Settings==>Administration==>Languages then select one or many languages you want to make available for users and click Apply to enable it.
Few minutes later, you can change your user language preference by clicking on Options in the navigation bar.
Click now on the last tab “Languages” and choose another language among the languages you previously enabled. Refresh the home page and check the language change!!
This is one of the most amazing and helpful new capabilities of this latest Dynamics CRM version. Finding and entering an address has never been simpler.
Suppose you’re looking for this address “10 Washington Street – NY City”
Let’s Start by entering the first line
Moving next generates a popup with the found places
I have choosen the address I’m looking for which is the first one and the CRM filled in all the address fields.
Helpful isn’t it ?
One of the most amazign features of the latest version of MS CRM is that actually you can integrate Delve into your dashboards in order to get the relevant trends and documents. If you have already used Delve with O365 pack, you would have an idea about it. If you don’t let’s say that it’s like a search engine that automatically pushes content according to what seems to be relevant for you.
To add it to a dashboard, first of all you should check these prerequisites :
- Delve is available for Dynamics CRM Online 2016 only
- You should have an Office365 subscription or a subscription to an online service such as SharePoint or Exchange Online
- SharePoint Online
- Enable Server-side synchronisation (Check it in Dynamics CRM Settings==>Document Management==>Enable Server-Based SharePoint Integration) and have at least one active SharePoint site.
Afterwards you could enable Delve by navigationg to Settings==>Document Management ==>Manage Office Graph Integration
Once you’ve checked Enable Office Graph Integration checkbox you go to your dashboards to add a new Delve Component.