Our consultants are frequently asked by clients for advice on how to drive user adoption so we decided to build a solution to enable game principles to be applied to Microsoft Dynamics CRM2011 and release to the community as a free solution available on codeplex.
Why not download it today (http://crm2011thegame.codeplex.com/) and add your feedback to the discussions page (http://crm2011thegame.codeplex.com/discussions).
- Create multiple 'Games' to enable different teams/departments to compete with their peers as opposed to users who use the system in a radically different way.
- Define ranks so users may be promoted as they accumulate game points.
- Customise your ranks by applying themed icons. Navy and Regal themes are included in the solution.
- Define achievement types (i.e. employee of the month, gold medal, etc) that can be awarded for specific actions.
- Utilise the Microsoft Dynamics CRM2011 workflow engine to drive the award of game points and achievements and includes several example workflow templates that can help you get started. Includes workflow templates for goal achievement and stretch target achievement.
- Does not use synchronous (real-time) plugins that can impact user interface performance.
- A leader-board that shows the users sorted by game points, their rank icon and also includes dynamically generated achievement type columns.
- Extensible framework so enhance your workflow to generate activity feed posts, send email notifications and generate dynamic game points values depending on record values (i.e. opportunity value) rather than simplistic X points for an opportunity win.
Rollup 7 for Microsoft Dynamics CRM2011 contains a new feature to help improve the form load speed, especially useful for those users who are more inclined to open and read records as opposed to edit.
The feature can be activated within System Settings under the 'Form Mode' section. Edit retains the current behaviour, Read-Optimized sets all forms to read only initially, and 'Allow users to select a mode for viewing forms' enables the user to set this feature within their personal options area.
If the system setting allows, the user's personal options may be configured to default all forms to 'Organisational Default', 'Read-Optimized', or 'Edit'.
When set to read-optimized, the user will be presented with a form that is in a read only state. When the user clicks the 'Edit' button, then the form will load in the way we are all familiar with.
I think this is a nice idea and has the potential to help the user experience however when activated all entities display as read optimized, including activities. It would be neat if this feature could be enhanced so that it could be turned on for specific 'heavily customised' entities that really would benefit from this feature without forcing that extra button click on all other records. You can vote for this enhancement on Microsoft Connect by following this URL
Some other nuances to note, if your form has any JScript events, then the form will be presented in edit mode.
If you make use of multiple forms, it is not possible to toggle the forms without entering edit mode.
Finally, the helper navigation buttons in the web client forms that allow the quick cycling through records on a view is also omitted.
For further information, you can visit the MSDN blog here