Ways to optimize Dynamics 365 CE in a high-turnover environment
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Dealing with high turnover? Unfortunately, when team members bid farewell, they take their Dynamics 365 CRM savvy along with them, leaving a dent in efficiency and productivity.
In this article, we will explore strategies for keeping your Dynamics game strong, even when your team’s a revolving door.
The Importance of a Strong Onboarding Process
When a new employee starts at your company, it is important to make sure that you onboard them properly to Dynamics CRM. Imagine welcoming a new employee, tossing them a manual, and saying, "Here's Dynamics CRM--figure it out!" Not exactly a recipe for success.
A strong onboarding process will help to ensure that new employees get the training they need to use the system effectively. They should also understand that they will have access to additional resources after their training like documentation and support materials. For more tips on onboarding CRM users in your organization, check out this article on avoiding overwhelm when onboarding.
Using a Digital Adoption Platform
A Digital Adoption Platform (DAP) is a valuable tool for maintaining CRM proficiency and adoption in a high-turnover environment. A DAP adds a layer over systems like Dynamics 365 and provides employees with guided walkthroughs, interactive tutorials, and other resources that can help them learn how to use their CRM effectively. It adds a self-serve support resource that takes the burden off of the IT and training departments.
A DAP can also help managers to track employee progress and identify areas where additional training is needed. This article goes into greater detail on increasing CRM adoption rates with a DAP.
Providing Ongoing Training
Just because a new employee has completed onboarding doesn’t mean their Dynamics training is over. Dynamics (and your company’s use of it) is constantly evolving, with new features emerging regularly. Provide ongoing training opportunities to keep your team up-to-date and refresh their skills.
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