Follow this guide to install and use the User Activity & Adoption Analysis App
Need help? We are just an email or phone call away. To contact Support, email us – support@power-crm.net
or give us a call at 888-CRM-POWR (888-276-7697)
If you prefer old-school training and user guides to next-generation eLearning technology that’s cool with us. Read on for the User Adoption Analysis Installation and Configuration Guide old school style .
We do recommend taking a leap into the current and watch our next-gen tutorial by clicking the play button.
Click Install
If you receive a message – This app hasn’t been listed on AppSource. You don’t have permissions to install this app. contact your IT/Power-CRM Administrator.
You can refer the IT/Power-CRM Admin to the following Microsoft help article with the steps to enable the ability to install Power BI template apps not listed on Microsoft Appsource –
Install template apps not listed on AppSource
Copy and paste the URL of your Power-CRM system. This is the first part of the URL in the address bar of your browser when logged into Power-CRM – https://xxxxxxx.crm.dynamics.com
For help finding your Power-CRM URL – https://www.power-crm.net/user-adoption-analysis-documentation/
The Leaderboard displays the top 3 users for each main area of Power-CRM based on records created or completed.
We highly recommend that you socialize this page with all your Power-CRM users. It has been proved that user adoption increases significantly when you gamify the use, or adoption of a CRM system.
People are inherently competitive, by providing your user community with the Leaderboard report you are gamifying the use of Power-CRM which motivates your teams to increase their use.
You can publish this page of the report into a dashboard in Power-CRM, contact support if you need help on this. Another option is to click on theExport button and export the Leaderboard to either PowerPoint or PDF and email to your user teams.
Power-CRM is the Microsoft-powered CRM solution for small and medium-sized businesses (SMB). Get your teams working together on one platform for Marketing, Sales, Customer Service & Project Management.
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