Easy indication of you User Adoption Levels

I am so excited to present on the topic of CRM visualizations this week at the CRMUG Summit. The reason I am so excited is this basic set of skills is vital to user adoption in every organization. 

As a system admin, how often you are asked to create visualizations in CRM says a lot about your team. If you are constantly being asked for new views, charts, dashboards and templates it shows that your training program has room to grow. If you are going to Summit, Visualizations 101 will walk through these skills and how to grow them within your organization.

If you are not being asked for these things it could mean one of two things. On one end of the user adoption spectrum, it could mean that your users are not in CRM looking for data and trying to make use of that data. This would be a major red flag. If your users are not seeing the value of your CRM data your user adoption is in critical condition. The quality of your CRM will be measured in your user adoption. A beautiful, intricate, unused CRM is pointless. If you find yourself in this camp and you are lucky enough to be headed to CRMUG summit this week you will want to take the time to attend User Adoption focused sessions to help you turn things around.

Now let's explore the other side of the spectrum. If you are not being constantly asked for views, charts, and dashboards but you think your user adoption is strong here are a few ways to check. The more of these statements that ring true for your organization, the higher your user adoption.

  • Your CRM is rich with ever-evolving data. This is easy to tell by measuring the flow of data through your system through views and dashboards.

  • Your users are self-sufficient. When they have a question about data they can usually answer it themselves

  • Your users regularly spot and report issues.  The only users who report data issues are the users who are actually in CRM, usually by pulling views and reviewing data.

  • The data used in meetings is pulled right before the meeting. Users are not storing their own data in their own spreadsheet

  • Your implementation continues to grow because users are constantly asking for more fields and entities for tracking data. The level of excitement creates a sense of urgency to get CRM ready to receive more and more specific data.

  • Each area of data has specific users or departments that defend and uphold the quality of the data. If something or someone is compromising "their data" you hear about it.

These are things I consistently see in healthy, well adopted CRM organizations. Most commonly there are individual departments that score high in this way but others that do not.

If you score high on this list across your whole organization you have an implementation story that needs to be heard. If you don't know how to share that story please reach out to me and I will happily help you getting your story out to the community. 

If you have some departments with room to grow in this area I hope to see you on Thursday so we can dig into this topic.


Britta Rekstad

Britta spent several years as a Systems Administrator and Consultant in the Financial Services Industry focusing on configuration, training and automation. Currently she works with Microsoft Partners and Customer Organizations to provide training, documentation and oversight on system design.

She was awarded the Microsoft MVP award in 2015, 2016 & 2017 for her contributions to the Dynamics CRM Community. She carries out her passion for empowering systems administrations, budding consultants and university students through presenting, mentoring and guiding programming and events.