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Whatfix for Dynamics

by Whatfix, Inc

(363 ratings)

Whatfix DAP seamlessly integrated with Microsoft Dynamics helps enterprises enhance productivity

Improve user adoption and maximize the value of your Dynamics 365 investment


Whatfix offers a suite of in-application experiences that power the application user lifecycle end-to-end, from onboarding, continuous training, on-demand self-help and change management. The Whatfix Digital Adoption Platform offers personalized task lists that guide users through key workflows, ensuring they learn at their own pace. With its intuitive interface and variety of content formats, Whatfix provides a comprehensive solution for organizations to boost user adoption and maximize the RoI of their Dynamics 365 investment.


Key Benefits:

  • 3x faster time to proficiency for a new user

  • 37% increase in employee productivity

  • 84% reduction in content creation time

  • 60% reduction in support queries


Key features:

  • Personalized Onboarding - Introduce your users to the application with a tour of all key features

  • In-App Guidance - Create interactive, step-by-step tooltips that guide your users across the application

  • Self-Service - Provide in-app contextual help to users in their moment of need

  • Change Management - Highlight new features or changes to improve awareness and usage

  • Data-Driven Adoption - Understand your users’ behavior to continuously optimize the experience and improve adoption


Customer Feedback:


“From day one, Whatfix has truly put us, the customer, first. Their digital adoption platform (DAP) has been instrumental in our digital transformation journey, simplifying complex processes and empowering our teams to achieve more."

- Remi Preghenella, Director of Product Documentation & Digital Adoption, Sophos


"I must emphasize the significant value Whatfix has brought to our operations. Whatfix’s user-friendly interface, proactive assistance, and continuous innovation have been instrumental in driving efficiency within our organization. Thanks to Whatfix, our therapists are self-sufficient and empowered to resolve issues on their own. FOX Rehab clicks with Whatfix"

- Rachel Read, Director of Enterprise Systems, FOX rehab



Accelerate your digital transformation journey with Whatfix—click on Contact me!


About Whatfix

Whatfix is advancing the “userization” of application technology, by empowering companies to maximize the ROI of digital investments across the application lifecycle. Powered by GenAI, Whatfix’s product suite includes a digital adoption platform, simulated application environments for hands-on training, and no-code application analytics. Whatfix enables organizations to drive user productivity, ensure process compliance, and improve user experience of internal and customer-facing applications. With seven offices across the US, India, UK, Germany, Singapore, and Australia, Whatfix supports 700+ enterprises, including 80+ Fortune 500s like Shell, Microsoft, Schneider Electric, and UPS Supply Chain Solutions. Backed by investors such as Warburg Pincus, Softbank Vision Fund 2, Dragoneer, Peak XV Partners, Eight Roads, and Cisco Investments, software clicks with Whatfix. For more information, visit the Whatfix website.


Whatfix Named a Leader in The Forrester Wave™: Digital Adoption Platforms, Q4 2024

Whatfix named as a Customers’ Choice in 2024 Gartner® Voice of the Customer Report

Whatfix Recognized as a Leader and a Star Performer in the 2024 Everest Group DAP PEAK Matrix® Assessment


At a glance

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