Rolling out a new system is only half the battle…
Getting your team to actually use it is when the real work begins.
We’ve all seen it happen.
A shiny new software system goes live, everyone nods along in the launch meeting. A week later, no one’s logging in, and the old spreadsheet is still open on someone’s desktop.
The new system gathers dust because no one actually wants to use it.
Adoption has less to do with features and everything to do with how people feel about using the system. This guide shares our practical strategies to help your team not only use tools like Microsoft Dynamics 365 but actually see the value in them.
Once your CRM is selected and rolled out, you might expect the hard part to be over. But often, that’s when the real challenge begins: getting people to actually use it.
It’s rarely a technical issue. More often, it comes down to people. Studies show up to 70% of CRM projects struggle because users simply don’t engage. This contributes to missed targets, incomplete data and frustrated teams reverting to old workarounds. Not just general disappointment, but lost trust and time.
That’s why adoption needs to be part of the plan from day one.
It matters because it:
So, how do we make sure people actually use the new system? Here’s a plan that’s worked well for us:
1. Show the real value.
Tell people how it’ll make their job easier. Highlight the parts that fix their everyday headaches. Make sure everyone sees what’s in it for them.
2. Bring users in early.
Get feedback before launch, involve them in planning, and keep communication open. It’s easier to adopt something you’ve helped shape.
3. Tailor the training.
Role-specific, bite-sized, flexible learning beats long, one-off workshops every time. Make support easy to find.
4. Make it simple.
Clear, uncluttered screens tailored to each role because no one has patience for unnecessary clicks. Keep things familiar where it makes sense
5. Manage change like a human.
Explain the why, celebrate small wins, handle concerns quickly and keep supporting users even after go-live.
6. Keep supporting
Have someone available to help day to day. Make sure people know where to go when they’re stuck. Keep checking in.
7. Check it’s working
Set usage targets. Use the system’s own tools to track engagement. Ask for honest feedback.
8. Always improve
Keep reviewing what’s working. Stay up to date with new features. Take suggestions from users seriously.
9. Make it fun
A little friendly competition helps. Celebrate success. Recognise the people who are making it work.
10. Lead by example
Leaders should be active users. Use the system in meetings. Tie system use to team performance where relevant.
Behind every successful CRM rollout, there’s usually a system champion quietly making it work.
This is your internal power user, the person who knows the system inside out, is excited to use it, and helps others do the same.
A strong system champion:
We always work with at least one champion from the start. They get extra training and early access so they feel confident helping others. That one person can turn curiosity into confidence across your team.
Rolling out a system like Dynamics 365 is more about people than platforms. Here are the most common challenges and how to fix them.
Change can feel threatening. Maybe they’re comfortable with the old way, or they think this is just another passing fad.
Fix it: Show them what’s in it for them. Focus on how Dynamics 365 makes their work easier, faster, and less stressful. Tailor training to their roles and listen to their concerns. Sometimes just feeling heard is enough to shift attitudes.
A cluttered interface can feel overwhelming and put people off before they’ve even started.
Fix it: Simplify. Hide unnecessary features and set up dashboards that show only what’s relevant for each role. Roll out new features gradually so people build confidence step by step.
Bad data leads to bad trust. If users can’t rely on the information, they won’t use the system.
Fix it: Put data checks in place and show people how to enter information properly from the start. Regularly review and clean up data so the system remains accurate and dependable.
This is one of the most common complaints. People are busy, and learning something new can feel like a distraction.
Fix it: Highlight the time-saving features that will make their lives easier. Offer short, focused training sessions rather than long workshops. Better yet, weave learning into daily routines so it feels natural, not like an extra task.
If leadership isn’t behind the system, no one else will be. Adoption slows when leaders aren’t visibly supporting the change.
Fix it: Get leaders involved early and make them champions of the system. Show them the ROI with pilot results or case studies. Align CRM goals with the wider business strategy so leadership sees the value.
If the team doesn’t know what success looks like, the system becomes “just another tool.”
Fix it: Define clear goals. For example, improving lead conversion by 20%. Set measurable KPIs and track progress. Communicate these goals openly so everyone knows why the system matters.
A system that doesn’t connect with the tools people already use creates frustration and extra work.
Fix it: Choose a CRM that integrates smoothly with email, calendars, and marketing platforms. Use APIs or middleware where needed and test everything thoroughly before rolling it out across the business.
One-off training at launch won’t cut it. Without ongoing support, people revert to old habits.
Fix it: Provide continuous training that adapts to users’ needs. Create a support hub or appoint internal “go-to” champions. Offer training in multiple formats: quick videos, cheat sheets, and live sessions, to suit all learning styles.
When you address these challenges early and keep chipping away at them, adoption rates go up and confidence in the system grows. The key is to see adoption as a long-term effort, not a one-off project.
Getting your team to fully adopt a CRM like Dynamics 365 is about building confidence, showing value, and creating space for people to grow into the system.
Start small. Find your champion. Keep listening. Keep adjusting. When adoption becomes part of your culture, the system becomes a tool your team actually wants to use.
Microsoft Dynamics 365 Adoption
Track user adoption in Dynamics 365
The post 10 Actionable Ways To Improve CRM User Adoption appeared first on All My Systems.
Check Verity Payne’s original post https://www.allmysystems.co.uk/10-actionable-ways-to-improve-crm-user-adoption/ on www.allmysystems.co.uk which was published 2025-07-30 14:48:00