How to Install the Gamification Plug-in for Microsoft Dynamics 365 for Sales CRM
How to Install the Gamification Plug-in for Microsoft Dynamics 365 for Sales CRM
Motivate your users with gamification
This week in Microsoft Dynamics Support, I am going to show you how to install the gamification plug-in for Microsoft Dynamics 365 for Sales CRM.
Gamification in Dynamics 365 can be used to create competitions that motivate employees to achieve certain KPI goals.
See below for video and instructions:
Intalling the Gamification add-on in Dynamics 365
NOTE: You will need global administrator credentials to set up the Gamification plug-in for Dynamics 365 for Sales.
1.) Go to the Office 365 admin center and sign in.
2.) Choose Admin > Dynamics 365 to go to the Dynamics 365 Administration Center.
You should see a list of your Dynamics 365 instances. If you do not, click the Instances tab.
3.) Select the instance you want to add the Gamification plug-in to and click the Manage your solutions icon in near the bottom of the description box to the right.
From here, you can look for the available solutions for this instance.
4.) Select Gamification and click Install.
Usually it will take about 5-10 minutes to completely install the plug-in for you.
5.) Go back to the Dynamics 365 Administration Center.
6.) Select your instance and click Open.
7.) Go to Settings > Solutions and double click on Gamification.
8.) Click Start Activation and follow the steps to log into your instance.
You’ll have to wait for a while until it authenticates the Gamification instance.
9.) Click Start Activation > Generate Security Key.
10.) Copy your security key and paste it in the box below, then click Activate.
After a few moments, you’ll get a congratulations message.
11.) Click Continue.
12.) Click Open Gamification Portal. It will open in a different URL.
NOTE: You may need to wait a few minutes. Sometimes it can take some time for the plug-in to take effect.
After you successfully launch the portal, it will look like this:
Our OnTrack CRM Success System helps you get the most from your CRM investment with support services including:
- unlimited diagnostic support
- unlimited answers to “How do I …?” questions
- annual system audits
- regular progress calls from a dedicated account manager
- + additional valuable services!
We offer OnTrack in both month-to-month or annual subscriptions, and because we stand behind what we do, we offer a 100% money-back guarantee and you can cancel your plan at any time!
EZ Buttons releases version 3.0!
Chicago, IL – [November 20th] - We are thrilled to bring you EZ Buttons 3.0, a game-changing update packed with powerful tools to streamline your sales process and help you get more done, faster. With EZ Buttons, turn time-consuming, multi-step tasks into quick,...
Microsoft Dynamics 365 Business Central + CRM Integrated Demo | Dynamics Deep Dive Series
In This Demo You Will Learn To: Personalize your CRM to focus on the data that matters most. Create custom dashboards to track critical metrics efficiently. Use data views to help your team make smarter, faster decisions. Simplifying Sales with Microsoft Dynamics 365...
How to Track Your Goals and Metrics in Microsoft Dynamics 365 CRM – Dynamics Deep Dive Series
In the fast-paced world of sales, efficiency and clarity in managing goals and activities are extremely important. Microsoft Dynamics 365 CRM is a transformative solution for sales teams looking to enhance productivity and smash their sales targets. Join experts Peter...
Why MSP’s Should add CRM to their Solution Portfolios
We’re entering a new era in CRM. All the old reasons for customers buying CRM are still valid. But the advent of AI is making the case for renewed interest in CRM. To modify an adage, “If it’s interesting to my customers, then it is fascinating to me!”. AI is...
Boost Your MSP Earnings with Strategic Partnerships
Time is money, we’ve been told since childhood. The idea is that people should focus their attention on the things that bring value to them, and avoid the things that don’t. Since time is a precious resource, it makes sense to try and maximize its utility as it’s the...
CRM Launch in 5 Weeks – Get Results Fast!
CRM is becoming a must-have tool for businesses to stay competitive. But the process of setting it up often wastes time and resources without getting the expected results. To solve this, we've created a new approach that makes the implementation process easier and...
How Most CRM Project Fail & Yours Won’t | CRM Strategy
In today’s fast-paced business world, implementing CRM is more important than ever. However, the reality is that 40 to 70 percent of CRM projects fail, causing significant time and financial losses. This highlights the need for effective strategies rather than relying...
Do This to Avoid Wasting Time and Money With Your CRM
CRM as the Backbone of Competitive Advantage Investing in a CRM system can either significantly boost your business or fail to meet expectations. Enhancing sales growth, operational efficiency, productivity, customer retention, and responsiveness are crucial benefits....
Adding CRM to Your Solution Offering – Not Just a “Nice to Have”
Many MSP’s hesitate to add non-infrastructure solutions to their offerings. There are a lot of reasons for this: Lack of experience with the solution Fear of losing focus on the vital infrastructure solutions that make up the core offerings Uncertainty over the...
Why MSP’s Should Care About CRM
Every MSP cares about their customers. Reliability. Trustworthiness. Committed. These are the attributes that MSPs want to reflect back to their customers. In an earlier I post I talked about the pain that many customers are feeling because of a CRM install gone bad....
Dinesh Joseph is a Microsoft Dynamics and Sage CRM technical consultant at Azamba. He trains, supports, and consults for both new and experienced Dynamics 365 and Sage CRM users. He also provides analysis and customization for both systems and their integrations.
His goal is to help his customers run their CRM systems smoothly and efficiently.
Related articles:
EZ Buttons releases version 3.0!
Chicago, IL – [November 20th] - We are thrilled to bring you EZ Buttons 3.0, a game-changing update packed with powerful tools to streamline your sales process and help you get more done, faster. With EZ Buttons, turn time-consuming, multi-step tasks into quick,...
Microsoft Dynamics 365 Business Central + CRM Integrated Demo | Dynamics Deep Dive Series
In This Demo You Will Learn To: Personalize your CRM to focus on the data that matters most. Create custom dashboards to track critical metrics efficiently. Use data views to help your team make smarter, faster decisions. Simplifying Sales with Microsoft Dynamics 365...
How to Track Your Goals and Metrics in Microsoft Dynamics 365 CRM – Dynamics Deep Dive Series
In the fast-paced world of sales, efficiency and clarity in managing goals and activities are extremely important. Microsoft Dynamics 365 CRM is a transformative solution for sales teams looking to enhance productivity and smash their sales targets. Join experts Peter...