Whatfix + Microsoft

Microsoft Applications Clicks Better With Whatfix’s Digital Adoption Platform

Enable Microsoft end-users on MS Dynamics, Teams, Power BI, and any MSFT application with contextual in-app guidance, re-inforcement training, and moment-of-need support built with Whatfix’s no-code Visual Editor to drive Microsoft adoption and achieve business outcomes.

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DAP on Microsoft Benefits

Whatfix drives business outcomes by enabling employees with better Microsoft experiences

Enable your end-users with contextual assistance and drive Microsoft adoption.

Reduce new employee time-to-proficiency and enable Microsoft end-users with contextual, guided in-app experiences like Flows, Task Lists, and Smart Tips to improve productivity, drive adoption, and achieve business outcomes.

Support Microsoft end-users at the moment of need, driving productivity

Whatfix enables all Microsoft end-users with contextual support to complete Microsoft tasks efficiently with in-app performance support at critical moments – eliminating Microsoft application friction, reducing errors made by end-users, and improving process governance.

Understand how end-users engage with Microsoft applications and optimize digital processes

With Whatfix Guidance Analytics, analyze how Microsoft end-users engage with your Whatfix-built in-app content, like Task List completion rates, Flow dropoffs, and Smart Tip views. With Product Analytics, capture and analyze Microsoft end-user behavior and adoption without engineering support, including user actions, attributes, event tributes, and auto-capture to better frictionless Microsoft application experiences and workflows.

Whatfix DAP on Microsoft Features

See How Whatfix Enables Microsoft End-Users

In-App Guidance

Use Whatfix’s no-code Visual Editor to create in-app guided content in Microsoft applications like Flows, Task Lists, Smart Tips, Beacons, Pop-Ups, Field Validations, and more. Onboard new end-users quickly with Tours and Task Lists, manage constant change with Pop-Ups, drive process adoption with Flows, alert employees of timely information with Smart Tips, and more.

Self Help

Self Help is an in-app resource center that overlays your Microsoft UI and integrates with your end-user support content like your SOPs, playbooks, workflows, company policies, training resources, and more, providing a searchable help center with contextual answers to end-user queries. Self Help entries trigger in-app Flows or can link to external resources.

Guidance Analytics

Guidance Analytics empowers teams with insights into Microsoft end-user engagement and usage related to your Whatfix in-app content with easy-to-understand user reports. Quickly extract endless data points like how many users finished a Task List, what users completed a mandatory Flow, the most common queries users are searching for in Self Help, the percent of users interacting with Smart Tips, and more.