Why is Being Able to Personalise Microsoft Dynamics CRM so Important?

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Being able to set up the software the way you like it, and having it tailored to your role, is one of the key features of Microsoft Dynamics CRM 2011. Users can personalise the areas they regularly work with in a wide variety of ways. So why is this important?

Personalising the Microsoft Dynamics CRM workspace helps users work more efficiently, quickly, and productively. It prevents frustration when you’re using the software because you’re more likely to quickly find the things you need, whether it’s a tool, button, record, or piece of information. And if you don’t like a certain aspect of how the workspace is set out, you can usually change it. This leads to better, faster, and more complete user adoption. 

User adoption, or lack of it, is arguably the commonest cause of CRM project failure. As the CRM software market has matured, the chances of project failure have reduced. However for a CRM system to be successful, everyone who should be using the system must use it, and use it fully. The solution has to have buy-in from throughout the business and be adopted throughout the organisation. The more enthusiastically people use the system the more successful it will be. So, it has to be easy to use, easy to understand, fit in with the way people work, and make their lives easier.

Users can personalise the cloud version of Microsoft Dynamics CRM or the on-premise version. Whichever deployment option you choose, Microsoft Dynamics CRM 2011 includes many small and easy to change features which all help users highly personalise the product. For example, Microsoft Dynamics CRM gives you easy access to the records you’ve recently used and the records you use the most, and lets you choose how many records appear in lists. It has forms based on your role, lets you change how the software shows dates and numbers and control the links in your workplace view. These all improve the user-experience. And a better user-experience increases the speed and likelihood of user adoption across the board.

But personalisation isn’t the only feature of Microsoft Dynamics CRM that helps user adoption. Other features such as the familiar look and feel, its general ease of use, navigation and reporting, its flexibility and many other aspects of the product's design all help and add towards making Microsoft Dynamics CRM one of the leading CRM software tools available.

By Concentrix Ltd – leading UK Microsoft Dynamics CRM Business Partners and CRM software specialists

3 thoughts on “Why is Being Able to Personalise Microsoft Dynamics CRM so Important?”

  1. Hello Dimitris,

    What a user sees in Microsoft Dynamics CRM Online is largely governed by their security role. By restricting a users’ security role to only include entities that the user works with, this should tidy up the interface.

    It’s also possible to modify elements of the user interface by creating role specific forms and editing the navigation on those forms.

    Beyond this, hiding areas of the system that user should not see (even if they do have some security permissions in relation to those areas) requires modification of the SiteMap, however this does requires XML skills and a strong knowledge of the Microsoft Dynamics CRM SDK.

    I hope this helps. If you’re working with a Microsoft business partner they should be able to guide you through this in more detail, or offer more in-depth training on Microsoft Dynamics CRM personalisation.

    Best regards


  2. Hello , we are trying to personalize the CRM On Line workplace , in order to have only the entities that the user needs to work with.

    Can this de done?
    In the customization and Settings we cannot find such an option...

    Kind Regards

  3. With all this talk about personalization, why is it so difficult to change the color scheme and image files in Dynamics 2011? Why are there no themes? Why can't I brand my site with my corporate logo?

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