You can build your own apps or use the apps that are native to the system. That user could have privileges and access to both the marketing and sales role centers. An example would be the manager of your sales and marketing department. You can assign one or more roles to a user. The apps that the user can access are controlled by security roles. This means when you bring on a new sales team member, their CRM instance is automatically configured to what is important to a sales person.
You can streamline the navigation, the forms, the views, etc. An app allows you to control what the user sees and uses in the system. Views and experiences can now be customized based on specific roles and users. This is no longer a concern personal views can be easily set up that allow each user to see the charts, recently accessed records, and other information important to that person immediately upon sign-in. When the new UI first was released one of the reasons why users didn’t want to move to it was that you couldn’t create and use personal views created via Advanced Find. That is easy to do! Click on the Gear > Advanced Settings. One common question we’ve been getting about this new interface is “How do I get to customizations or settings?”. Keep reading to learn more about those features. Task Flow and Relationship Assistant have been added. You’ll also see that there are some new icons on the top right on the screen. Recently viewed and your pinned or “favorite” records have also move to the top of the left navigation bar. Users no longer have to search through multiple menu layers to find the information they’re looking for. Navigation in the new UI has moved from a ribbon at the top, to a navigation bar along the left-hand side of the screen. We’ve been waiting for the quick create to work for Activities, and it finally does! The new quick create opens on the right-hand side of the screen. Overwhelming feedback from users that have switched to the new interface is that it’s cleaner and easier to use! Additionally, the clutter reduction, white space reduction, and reflow make the system easier to view and use. Users now have the ability to use tabs and the quick create has been improved to allow for quicker input of information. The form updates help users navigate the system and find information faster than ever. Form UpdatesĬurrent D365 users will see an immediate difference in the look and feel of the new user interface. We’ve dug deep into the new UI and have highlighted the top new features and updates that we think will improve your daily experience with the system and help you accomplish tasks more efficiently. We’d love to sit down with you and know more about your business needs and discuss how we can help you transform your business with Dynamics 365.Companies that are currently using Dynamics 365 for Customer Engagement (CRM) are quickly making the transition to the Unified Interface (UI) – Microsoft’s new user experience and interface. To know more about how Dynamics 365 can help innovate your do business, contact our ITA experts. Thus, making us one of the most reliable and competent consulting firms in the field. Our experts constantly develop solutions to boost the functionality of Microsoft Dynamics and our experience and knowledge in this area comes with 17 years of experience. We are experts customizing applications, integrating data with your CRM or other critical applications as well as CRM migration to the Cloud or migration to Dynamics 365 Online plus a reliable and consistent support system you can count on anytime. We provide complete solutions for customization and integration. With our innovative approach and the use of the technology industry’s leading platform, we adapt to the fast-paced changes in the industry to take your business above and beyond. We’re proud to be a new breed of CRM partners and we take pride in being one the best technology providers in the business. Not only that, it comes with the commitment of working together with Microsoft Dynamics 365 experts. Where else can you find the most user-friendly CRM solution that seamlessly integrates with the Microsoft Stack that can be deployed on-premise and the Cloud platform? Talk about giving you the best CRM user experience possible at reasonable cost.
With the use of this innovative business solution – Microsoft Dynamics 365 CRM, we help businesses achieve its fullest potential. We specialize in services such as Office 365 consulting, CRM consulting, migration, and integration.
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