Onboarding Journeys for New Users
The onboarding journey is one of the most critical steps in ensuring that new users feel welcomed, informed, and equipped to use a product or service successfully. Whether you’re offering….
Tag: user support
Custom Help Panes in Model-Driven Apps
In the world of modern business applications, user experience is key to ensuring the effective adoption and usage of a system. Whether it’s an enterprise resource planning (ERP) system or….
Staging portal before go-live
Before launching a portal to the public, it’s crucial to perform a staging phase to ensure that everything works as expected. This process involves testing the portal in an environment….
User Adoption Metrics and Improvement Plans
User adoption is a critical factor in the success of any CRM system, especially for complex platforms like Microsoft Dynamics 365. Even the most feature-rich CRM systems will not yield….