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Three new user adoption tactics for Microsoft Dynamics 365 CRM apps

by Jason Gumpert

As CRM solutions become more powerful, they also become more complex. Low adoption of an overly-complex CRM solution, however powerful it is, leaves an organization with little to show for its efforts.

Software buyers and their partners know the risks of low user adoption, and are eager for ways to improve outcomes. Methods range from the tried and true - more and better training - to gamification, mobile apps, and third-party productivity solutions.

Microsoft Dynamics 365 App Designer

In the Dynamics 365 CRM space, Microsoft and its partners are pushing a range of new tools, frameworks, and methodologies to market aimed at improving CRM project outcomes, specifically around user adoption. Some of those approaches were on display at the recent eXtreme365 Lisbon event, all with the aim of simplifying a challenge brimming with complexity.

Tactic: Let administrators limit the CRM interface

Microsoft has its own plans for guiding users on interacting easily with Dynamics 365. App Designer is one such tool, a relatively new introduction to the product that allows administrators to define new interfaces comprised of carefully selected sets of dashboards, forms, entities, charts, views, and security constraints. Each App Designer "module" is published with a unique URL that the intended set of users can access.

For a detailed introduction, both Nishant Rama and Joel Lindstrom have  documented how to begin using App Designer. It is a tool that also has excellent demo potential and should appeal to prospects with medium to large ...

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About Jason Gumpert

As the editor of, Jason oversees all editorial content on the site and at our events, as well as providing site management and strategy. He can be reached at

Prior to co-founding, Jason was a Principal Software Consultant at Parametric Technology Corporation (PTC), where he implemented solutions, trained customers, managed software development, and spent some time in the pre-sales engineering organization. He has also held consulting positions at CSC Consulting and Monitor Group.

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