Dynamics 365 Adoption with Gretchen Opferkew

FULL SHOW NOTEShttps://podcast.nz365guy.com/10What are user adoption and change management?Faris Alkhaldy asks “What is it? And what is it all about?”The role of formal adoption methodologies such as ProsciFormal training programs availableWhy is adoption still such a common problem or complaint with CRMJanet Robb asks “What is the cost to a project where user adoption fails?”Common mistakes/pitfalls to avoidAdoption when staff are forced to use technology such as call centres or in retail environmentsWhat should IT or consultants do differently during implementationTop-down approach or a grassroots approachIain Wicks asks “What's the best, carrot or stick?”Bad advice about adoptionFeatures of Dynamics 365 that can help drive adoptionSantosh Jahagirdar asks “In a CRM rollout that also includes channel partners – what are some of the best practices, gotchas around adoption & on-boarding of such indirect employees?”Scott Millwood asks – “What is broken with CRM? There are still many, many more users that dislike using their corporate-mandated CRM than users that say they LOVE CRM and can't live without it. “Adoption” is fuzzy. Usage can be measured. What is the best usage metric that indicates true adoption, i.e. routine usage? What is the ONE thing that should be addressed with the product that could make it a LOVE to use vs a FORCED to use the product? Janet Robb asks – Why is it important to have a user adoption expert as part of an enterprise CRM project?Neil Parkhurst asks – “You are trying to implement Dynamics 365 into a team of field sales guys. They see little benefit in the data they need to collect as it is “just” for the managers. So, they see CRM as purely an admin overhead they don’t want. What are the top product features you’d train to help change this opinion?”Neil Benson asks – For teams using an agile framework or a slick DevOps process, we have the ability to release an update to production every week or even every day. How do we help users embrace daily changes to their Dynamics 365 apps?Shawn Tabor asks – What’s better for user adoption overall…implementing a known legacy process or providing effective organizational change management to introduce a new paradigm?Rick Chamberlain – CRM has many audiences it needs to serve. My experience has shown that marketing and sales are rarely in alignment until you ask them about the administration department. In that case, both will agree that they are “sales prevention. How do you present the value Microsoft 365 Copilot Adoption is a Microsoft Press book for leaders and consultants. It shows how to identify high-value use cases, set guardrails, enable champions, and measure impact, so Copilot sticks. Practical frameworks, checklists, and metrics you can use this month. Get the book: https://bit.ly/CopilotAdoptionSupport the showIf you want to get in touch with me, you can message me here on Linkedin.Thanks for listening 🚀 - Mark Smith