Organizations often want custom screens for Microsoft Dynamics CRM to meet their unique business processes, help improve user acceptance, and reduce clicks to find, retrieve and view data. PowerObjects has developed methods to customize CRM and many reusable parts, and code that allows users to create screens quickly. We can build a custom screen for your organization with robust features that will improve staff user acceptance of the CRM/xRM system and improve the ROI of your project. Custom screens are most often needed when the standard out-of-the-box CRM forms do not meet your business needs.
Standard functionality for Microsoft Dynamics CRM is powerful in its own, but there are times when CRM users may need customized screens to meet their unique business needs. PowerObjects can work with you to understand your requirements and code custom screens to your specifications. We have developed proven methods to customize CRM and many reusable parts, and code that allows users to create screens quickly.
Custom screens in Microsoft Dynamics CRM can be used to help improve the user experience, increase productivity by reducing clicks, and make it easier to find and view the right data at the right time. They are often used when standard out-of-the-box CRM forms do not match up exactly to an organization’s unique business processes. Here are some common ways customers modify screens in CRM:
- Editing charts and dashboards to display data beyond standard out-of-the-box features
- Add, delete, or modify information displayed on out-of-the-box entity forms
- Create new forms to meet the needs of unique business processes
- Modify design of screens to improve user experience
- Create customized, easy-to-view reports
When customers implement tailored CRM screens that align perfectly with the organization’s needs, they find several immediate benefits, including:
- Improved user experience
- Increased user adoption
- Increased productivity
- Decreased costs due to data entry
Questions about how your organization can use custom CRM screens? Reach out to us today.