Toonimo for Microsoft Dynamics
Maximize your Microsoft Dynamics investment with in-app walkthroughs that guide every user through CRM and ERP workflows.
Microsoft Dynamics results with Toonimo
*Data compiled from a sample of 50 clients that avg 2,500 users or more per application
Simplify Dynamics 365 for every team
Microsoft Dynamics 365 spans sales, customer service, finance, supply chain, and HR - each with its own module, navigation, and workflows. Toonimo overlays step-by-step guidance on top of any Dynamics module, helping users complete tasks accurately from their first login. From pipeline management in Dynamics Sales to invoice processing in Finance & Operations, Toonimo's audio-visual walkthroughs boost data integrity, reduce training costs, and drive consistent adoption across departments.
- Maximize employee pipeline efficiency
- Gain insights and increase MS Dynamics user adoption
- Increase transparency across the sales organization
- Self serve a curriculum of tasks during orientation
- Maximize revenue potential and expedite your sales cycle
- Boost data integrity and sales forecasting
See Toonimo in Action on Microsoft Dynamics
Watch how Toonimo guides users through Microsoft Dynamics with real-time audio-visual walkthroughs.
Use Cases for Microsoft Dynamics
Discover how Toonimo helps organizations get the most out of Microsoft Dynamics.
Employee Onboarding
Accelerate Dynamics 365 adoption with guided onboarding for sales, service, and finance modules.
Learn moreChange Management
Smooth Dynamics 365 rollouts and upgrades with in-app walkthroughs and targeted announcements.
Learn moreEnterprise Software Training
Train your team on Dynamics CRM and ERP with interactive, role-based walkthroughs.
Learn moreCompliance Training
Deliver compliance training within Dynamics workflows with tracked, auditable certifications.
Learn moreHow it works
Install
Add a single JavaScript snippet to your Microsoft Dynamics instance - no backend changes required.
Create
Use the WYSIWYG editor to build walkthroughs by pointing and clicking on your live application.
Guide
Users receive personalized, real-time guidance with audio, text bubbles, and visual cues.
Toonimo goes beyond step-by-step guidance
A complete digital adoption suite that works inside Microsoft Dynamics.
Walkthroughs
Multipage, audio-visual guides that walk users through any workflow.
Surveys
In-app feedback collection to understand user sentiment and needs.
IVR
Interactive voice response for automated phone-based self-service.
Accessibility Widget
WCAG-compliant overlay ensuring every user can complete tasks.
Analytics & Insights
Track engagement, completion rates, and user behavior across workflows.
RPA
Automate repetitive tasks and reduce manual data entry errors.
Chat / Voicebots
AI-powered assistants that answer questions and trigger walkthroughs.
Knowledge Base
Searchable self-service portal with walkthroughs, FAQs, and guides.
Related platforms
Disclaimer
All product names and trademarks associated with Microsoft Dynamics®, including the signature registered trademark name belong to Microsoft Dynamics®. Toonimo is not in any way affiliated with Microsoft Dynamics®, and no materials belonging to Toonimo are endorsed or sponsored by Microsoft Dynamics®. Any usage of the registered trademark material of Microsoft Dynamics® appearing in the aforementioned content is by no means reflective of a working business partnership, an endorsement, or a recommendation between Toonimo and Microsoft Dynamics®.
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See how Toonimo can drive Microsoft Dynamics adoption across your organization.
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