User adoption continues to be an issue at many organizations. A growing management mindset continues to permeate executive thinking, especially in this post-COVID digital work world.
“They’ll use the system because they have to.”– Management
“They’ll use the system because they have to.”
How do you balance your Dynamics 365 CRM system to incorporate management requirements but keep user adoption top of mind?
The quick, easy win here – of course – is executive buy in. But that’s not always an option. If you lack executive buy in: what options do you have?
First thing’s first: build a team of stakeholders for your Dynamics 365 system. This can include a number of roles: super users, management, system administrators – anyone who has a hand in CRM. You certainly should include at least one member of upper management.
Who should be on the team?
Use this most excellent team you have created to tell a story. Here are some ways we have seen others achieve success:
After you’ve told your story and helped the executive team realize the benefits of Dynamics 365, keep that team engaged! You’ll be able to use them throughout the life of your CRM system. They can help you roll out changes, new add-ons, system updates and enhancements and more.
If you need any help, or want to talk through some ideas, please feel free to contact me. I’m passionate about Dynamics 365 and user adoption and I’d be happy to help your organization achieve success!
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