Cut Through CRM Chaos: Track Key Field Changes in Microsoft Dynamics 365 entities

Managing every update in a CRM can sometimes result in feeling overwhelmed by too much information. Sometimes, focusing on all updates is more confusing than helpful, especially when you only need to monitor specific changes. With tools like a Dynamics CRM user adoption tracker for a particular field and user adoption Dynamics CRM utility, you can easily monitor key updates without the clutter.

Consider that you’re a sales manager at a Cortana company. You’re overseeing a sales team who are working on various opportunities. To effectively monitor the progress of these deals and ensure revenue targets are met, you need to keep a close eye on the Opportunity entity in your CRM.

Now, let’s dive into a real-world example. Let’s say you have an opportunity with “Cortana Corporation” valued at $454,888. As your sales team works through the negotiation stage, they might adjust the estimated revenue to $87,990 based on new information or concessions. You can track this change in the CRM and provide feedback or assistance if needed.

By effectively utilizing the Opportunity entity and its associated fields, you can gain valuable insights into your sales pipeline, make data-driven decisions, and ultimately drive revenue growth for your organization.

Microsoft Dynamics 365 CRM’s native features do not support tracking updates for specific fields like Estimated Revenue, Opportunity Won, Invoice Generated, Lead created, etc. However, a robust solution to overcome this limitation is Inogic’s User Adoption Monitor app.​​​​​​​… Read More »

The post Cut Through CRM Chaos: Track Key Field Changes in Microsoft Dynamics 365 entities first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.