Organizations often want custom CRM screens for Microsoft Dynamics 365 to meet their unique business processes, help improve user acceptance, and reduce clicks to find, retrieve, and view CRM data. PowerObjects has developed methods to customize your 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 your 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 CRM functionality for Dynamics 365 is powerful on its own, but there are times when users may need custom CRM 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 CRM screens in Dynamics 365 can be used to help improve the user experience, increase productivity by reducing clicks, and make it easier to find and view the right CRM 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 CRM screens in Dynamics 365:
- 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.