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Activity Scoring Microsoft Dynamics CRM 365

June 30, 2017 by in About Microsoft Dynamics 365, Microsoft Dynamics 365 Technical, Microsoft Dynamics CRM - Overview, Microsoft Dynamics CRM Technical, Microsoft Dynamics CRM User Adoption

Want to increase user adoption related to activity management in Microsoft Dynamics CRM/365? We have a great, simple solution – Activity Scoring.

We can configure your Microsoft CRM system’s activity types and apply scores to each type. Higher value activities can be assigned higher scores.

As users complete activities the system is calculating their total activity score. The goal management module can be used to set goals for users/teams on the desired scope to achieve in a given period.

Dashboards are created to show users & management users activity scores.

Reports display user activity counts and total scores for the period specified. This can easily be used to run contests for high scorers.

Activity scoring is a great way to increase user adoption and drive behavior. If you would like this for your Microsoft Dynamics CRM/365 system please Contact Us

About David Buggy

David Buggy is the Founder & President of Strava Technology Group, a NJ based top Microsoft partner and one of the most experienced partners in the Microsoft channel on Customer Relationship Management. David is a veteran of the CRM industry with over 20 years of experience helping businesses successfully adopt and manage Customer Relationship Management solutions. David and his team have helped hundreds of organizations including Salvation Army, Stuart Haas Racing, and Penn State University plan, implement and support CRM initiatives. To learn more about Strava Technology Group visit www.stravatechgroup.com.

    Microsoft Dynamics 365 Partner Consultant

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