Top 9 benefits to get out of UI Intelligence for Microsoft Dynamics 365™️

WalkMe Team
By WalkMe Team
Updated May 8, 2023

We’ve all been there. Convoluted or broken forms and workflows within enterprise applications hurt our employee productivity, which ultimately creates a burden on the ability to meet business objectives.  

That’s why we’re happy to introduce WalkMe’s UI Intelligence for Microsoft Dynamics 365™️, our latest product based on a machine learning algorithm, which understands the forms in an underlying application. With actionable data on a specific workflow in a form, UI Intelligence provides insights into where your Microsoft Dynamics 365™️ users are struggling.

Join our upcoming webinar to learn more about WalkMe UI Intelligence

To get you better acquainted with WalkMe UI Intelligence, we’ve put together our top 9 benefits to help you get the most out of Microsoft Dynamics 365™️:

1. See all Microsoft Dynamics 365™️ forms in one place.

With so many different forms being used, it can be overwhelming to get a full view  into your Microsoft Dynamics 365™️ workflows. With WalkMe UI Intelligence, you can gain visibility into all of your Microsoft Dynamics 365™️ forms, under one roof, so you can understand duplications, make comparisons, and create more consistent user experiences based on actionable data.

2. Get a high level overview of each form (to see where your users are getting stuck).

It’s not a simple task to keep track of each of your Microsoft Dynamics 365™️ forms, and to see which forms are working and which ones leave your users, well, a bit dumbfounded. With WalkMe UI Intelligence, you can benefit from knowing where their users are having issues. You can then review problematic forms with the goal of improving the overall productivity of all users.

3. View your duplicate forms and analyze the number of clicks per field.

Duplicate forms are a common pitfall on Microsoft Dynamics. With the help of WalkMe UI Intelligence, you can see exactly which forms are duplicates. You can also hover each field to see how many users clicked on each field, or which fields are being skipped. It takes the guesswork out of knowing where to deploy digital adoption content. Not only that, but you can also analyze the data and understand which form is performing better, based on lowest completion rate, least amount of errors, and less time spent overall. Then you can decide to keep the best performing form and delete the rest.

4. Improve form completion process (learn how much time is spent on each field).

Users are spending too much time on specific fields because they don’t know how to fill them out correctly. Sometimes it can be a few seconds, other times we’re talking about several minutes. These delays add up, leaving your users frustrated and more likely to abandon the whole process altogether. With WalkMe UI Intelligence, you can see how much time your users are actually spending filling out each field. Errors can be either incomplete fields, incorrect characters, long and irrelevant picklists leading to wrong choices, or mandatory fields preventing you from completing a process. 

5. Dramatically boost your Microsoft Dynamics 365™️ workflows.

Based on the data we already have from customers, we’re seeing that with the help of WalkMe, you can improve your overall Microsoft Dynamics 365™️ workflows. UI Intelligence is the only solution which can provide visibility into frequent errors on forms as well as average completion times. This means that WalkMe customers understand exactly what needs to be fixed to improve workflows and user inefficiencies. From what we’re seeing from our customers, this is, leading up to:

  • 3x higher form completion rate.
  • Increased user productivity with 4x faster time to completion.
  • 2x more accurate data for better forecasting and data management. 

6. Compare your performance before and after deploying WalkMe UI Intelligence for Microsoft Dynamics 365™️.

With WalkMe UI Intelligence, you can see how deploying elements of a digital adoption strategy has helped your productivity. You can also measure the effectiveness of each move you make.

7. Know how you’re performing against others in your industry.

WalkMe UI Intelligence shows your performance against data from other companies in similar industries so you can see how you measure up to the competition.

8. Leverage machine learning to continuously optimize your workflows.

What’s truly special about our UI Intelligence, is that instead of having to figure out what to ask and how all on your own, our AI-based solution automatically asks all the right questions on your behalf. As more time goes by, more data is collected, and higher accuracy is achieved, improving the quality of the data-driven decisions you make every week, month, and year. 

9. Easily set-up WalkMe UI Intelligence (we’re on the Appsource so no integration required).

Getting started is simple. WalkMe can already be found on the Microsoft app marketplace, Appsource so setup is simple and secure. (100% GDPR compliant!) Plus, we’re offering a 60-day free trial for WalkMe UI Intelligence for Microsoft Dynamics 365™️

WalkMe’s UI Intelligence for Microsoft Dynamics 365™️ automatically uncovers inefficiencies so your Microsoft Dynamics admins and sales operations know exactly what is needed to boost sales productivity. With visibility into frequent errors and average completion times across forms, make an immediate impact on business objectives by designing workflows that align to sales needs.

Don’t miss this opportunity to try WalkMe’s UI Intelligence technology for free and uncover your personalized insights. You are also invited to join our upcoming webinar to learn more about WalkMe UI Intelligence.

WalkMe Team
By WalkMe Team
WalkMe pioneered the Digital Adoption Platform (DAP) for organizations to utilize the full potential of their digital assets. Using artificial intelligence, machine learning and contextual guidance, WalkMe adds a dynamic user interface layer to raise the digital literacy of all users.