Elevate Your Team’s Performance in Dynamics 365 CRM & Power Apps
Increase efficiency and boost sales by helping your team feel more confident in Dynamics 365 CRM & Power Apps.
Empowering over 2 million users worldwide
Simplify Dynamics 365 for Every User
VisualSP is a Digital Adoption Platform (DAP) that adds an interactive support layer on top of applications like Dynamics 365 and Power Apps. It helps train users with easy to follow instructions, walkthroughs, and support resources.
See why VisualSP is the best choice for Dynamics 365 adoption.
Effortless Learning in Dynamics 365
Help users master Dynamics 365 without the hassle and high costs of traditional training methods.
Accelerate Onboarding
Accelerate Dynamics 365 CRM & Power Apps onboarding by providing users with step-by-step instructions on how to navigate the platform and complete important processes.
Customize Training Content
VisualSP provides out-of-the-box Dynamics 365 CRM & Power Apps content to help you get started, but you can also create your own content to meet the specific needs of your users.
Control Who Sees Content & Where
VisualSP is the ONLY Digital Adoption Platform for Dynamics 365 CRM & Power Apps that lets you target contextual help content based on the specific application, scope, and security role of the user.
Communicate More Effectively
Communicate relevant information with your users easily and effectively with VisualSP’s in-app notifications, banners, and pop-up alerts.
Get a Clear Picture of Your ROI
VisualSP’s full usage reporting gives you a clear picture of the hours saved, increased productivity, and return on investment.
Pinpoint Support & Compliance Issues
Learn exactly how your team is using Dynamics 365 CRM & Power Apps with VisualSP’s Microsoft Clarity integration. Identify areas for improvement by looking at heatmaps, recorded sessions, and more.
Why Choose VisualSP for Dynamics Adoption?
As a Microsoft-native DAP, VisualSP is the easiest to deploy, delivers value fast, reduces costs, and provides analytics that accelerate adoption and smarter support.
No Browser Extensions Required
Other DAPs need browser extensions on every machine. VisualSP installs once as a Managed Solution in Dynamics 365. No version headaches, no IT hassle.
Custom, Role-Based Help Content
VisualSP delivers tailored help by role, permissions, or workflow, so sales reps, managers, and finance teams each see what matters to them.
Pre-Built Dynamics 365 Help Content
Launch faster with ready-made Dynamics guidance content, or customize walkthroughs, tooltips, and messages to suit your needs.
Microsoft Clarity Built In
With Clarity fully integrated, VisualSP shows heatmaps, clickstreams, and behavior analytics instantly, no setup required. Just toggle it on.
Built by Microsoft Experts
VisualSP is the only DAP purpose-built for Dynamics 365, SharePoint, and other Microsoft apps. It also supports other web apps, like Salesforce, Workday, SAP, and many more.
One License, Unlimited Coverage
A VisualSP license works across Dynamics and other Microsoft apps, as well as any web app, with unlimited environments at no extra cost.
Don’t Just Take Our Word For It…
See what our customers are saying about us.
“VisualSP has helped [our] organization by providing contextual help specific to the area that the end user is working in. The walkthroughs help our users navigate when they experience a new interface for the first time.”
Jessica Garcia Moreno
Senior Director of Power Platform at NCBA
Read Case Study
Improve Productivity in Dynamics 365 CRM
FAQ
Which specific Dynamics applications does VisualSP support?
VisualSP can be added to provide contextual support and training in all model-driven and canvas Power Apps applications. Dynamics 365 applications supported include Dynamics 365 CE/CRM, Business Central, Finance & Operations, etc. In fact, if you are looking to support your users everywhere with a consistent context-sensitive help & support system, we can support your web applications.
Is it hard to deploy VisualSP to Dynamics 365?
Not hard at all! In fact, once our customers are ready, we usually help you deploy VisualSP within Dynamics or your Power Apps in a couple of hours. Deploying VisualSP is done by uploading the VisualSP-managed solution or using a browser extension (or both – they do not conflict). Once installed, it automatically detects your signed in user, matches to a subscription on our back-end system, and just works magically. Try it for yourself.
Which other applications does VisualSP support?
VisualSP is compatible with most browser-based applications. So, whether it’s a custom web app that was built in-house or a commercial SaaS application, VisualSP can provide your users with the context-sensitive support and training they need, when they need it, to make it easy to navigate all the applications used within your organization.
Just to name a few: All Microsoft 365 apps, Salesforce, ServiceNow, Workday, SuccessFactors, NetSuite, Nintex, RecordPoint, Veeva Vault, HubSpot, custom web applications, and many more.
Will VisualSP work if we are on Dynamics on-premises?
Absolutely! We have many customers using VisualSP for both Dynamics on-premises as well as Dynamics online.
Got more questions? Take a look at more FAQ’s about VisualSP.
