12 Quick Steps To Improve Your Dynamics 365 User Experience
How well each Microsoft Dynamics 365 user adopts the system will largely depend on how much effort is needed on their part.
While everyone will interact with Dynamics in varying ways here are some practical steps that can be quickly implemented to enhance the experience for everyone:
1. Clean-Up System Views
Declutter the system but getting rid of any default system views for entities that aren’t needed, or control their visibility based on job roles.
For example, on the contacts entity do all users need to see every system defined view?
2. Remove Unused Fields
Declutter forms by removing unused fields.
For example, if you don’t use the campaigns entity you won’t need the ‘Last Campaign Date’ field on the contact form so this could be removed. These fields can always be restored if your requirements change in the future.
3. Bespoke Icons for Custom Entities
Help users distinguish one process from another by applying unique icons that reflect each CRM custom entity.
4. Cleanse Dashboards
Similar to the clean-up of system views, review system dashboards for each entity to hide any displays that aren’t used. Again, these can be displayed / hidden on a role basis.
As well as removing unused default dashboards this will elevate user’s own dashboards in the list view.
Individual users should also remove any personalised dashboards they no longer use to avoid having a long dashboard list to navigate.
5. Optimize the Mobile Experience
Enable mobile access for users that need to do business on the go and configure forms that utilise mobile optimized controls including sliders, radio buttons and switches to create a more interactive experience.
6. Make Some Fields Non-Searchable
Not every Dynamics 365 field will need to be used in a search.
Simplify the process when running an advanced find by reducing the number of searchable fields per entity.
Building a marketing list, especially if lists involve multiple field criteria, can prove time consuming so making some fields unsearchable is time well spent.
For example, do you really need to search on every type of contact address field?
7. Configure Automated Features
Utilise native functions like roll-up fields, calculated fields and business rules to simplify workflows for everyone.
8. Created On / Last Modified
Set views for each entity that are sorted by created / modified dates, and show this detail on each record form with the associated user name who made these actions.
9. Create Multiple Record Forms
Users from different teams will be interested in varying details when they look at accounts, contacts and other records.
Personalise these displays by creating roles based forms for each entities that promotes the data that matters to each team and user group.
10. Customise Record Headers
Customize record form headers by promoting the most important detail that is relevant for different roles.
11. Personalise Your CRM Theme
Upload your logo and change colours to create a more personalized interface that reflects your branding.
12. User Driven Change
Effective CRM projects are led by user change.
Encourage user requests and involve a broad base of people to debate proposed customisations and prioritise change requests that will foster greater user engagement and participation.
These are just a small selection of steps that can be taken to enhance the experience for Dynamics 365 users. Get in touch with Preact to find out more and discover how we'll help you optimise your system.