Organisations often want custom screens for Microsoft Dynamics 365 to meet their unique business processes, help improve user acceptance, and reduce clicks to find, retrieve and view data. PowerObjects can customise CRM and many reusable parts, including code that allows users to create screens quickly. We can build a custom screen for your organisation with robust features that will improve user acceptance of the CRM/xRM system and improve the ROI of your project. Custom screens are most often required when the standard out-of-the-box CRM forms do not meet your business needs.
Standard functionality for Microsoft Dynamics 365 is powerful on its own but there are times when CRM users may need customised screens to meet their unique business needs. PowerObjects works with you to understand your requirements and code custom screens to your specifications. We have developed proven methods to customise CRM and many reusable parts, including 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 organisation’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 customised, easy-to-view reports
When customers implement tailored CRM screens that align perfectly with the organisation’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 organisation can use custom CRM screens? Reach out to us today.