CRM Navigation

In this version of CRM, Microsoft has been heavily focused on improved user experience as well as process guidance. In case you are curious about the top features of Microsoft Dynamics 365, we ask that you please read on.

Better Performance

Since entity and extension base tables have been merged, this has greatly enhanced performance.

Changes to Navigation to Improve User Experience

Microsoft has made some important changes to entity forms. In particular, the company has worked hard to keep the amount of popups to a bare minimum. This makes the touch-enabled navigation a lot more pleasant to use. Mobile users love this feature as well as the fact that Microsoft has gotten rid of Left Nav and replaced it by a touch-enabled version instead.

Changes to WorkFlow

Changes to WorkFlow give end users access to a number of features that have previously only been available via various plugins. Thanks to the synchronous WorkFlow feature, several processes can now take place at the same time. This includes the generation of order confirmation numbers at the exact moment that an order is processed, for example.

Introducing Access Teams

This feature is especially popular with Microsoft Dynamics 365 end users. After all, you can now give a team of end users permission to be able to work with a selected set of data. No matter what role these users are currently playing in the CRM system, they can now be given access to the respective records.

Business Rules

You are now able to define business logic, which can be used to calculate fields, for example. Even non-coders will have no problem using the business rules feature.

Server-Side Synchronization

Server-side synchronization ensures that all end users that are not using Outlook as their e-mail client can now take advantage of the synchronization mechanism between their mail server and CRM nevertheless.

Click here and find more information on the diverse functions Microsoft’s high-performance customer relationship management tool has to offer.