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.

REG enables its Oracle JD Edwards end-users with Whatfix in-app guidance and support, reducing time-to-proficiency by 50%.

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.

By The Numbers

The Whatfix difference

Increase in employee productivity
Reduction on Microsoft support queries

Reduction in Microsoft training content creation costs

Reduction in go-to-launch Microsoft applications

Faster time to Microsoft proficiency for new employees
Reduction in knowledge discovery time

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