Video Demonstration: Easily Personalize Microsoft Dynamics CRM 2011 to Work the Way You Do

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While shopping around for CRM software you may have seen some Microsoft Dynamics CRM 2011 advertisements that use the tagline "Don't get forced. Get what fits." This slogan is meant to highlight one of Dynamics CRM's most important and unique qualities. It can be easily personalized to fit each user’s own unique work style.

And, as many of you probably already know, one of the key determinants of user adoption rates for any new software system is whether or not users feel comfortable working with it. Because we are all creatures of habit, we do not like to change the way we work. This is especially true if we feel that the changes being asked of us are going to make some portion of our job more difficult or time-consuming.

Because of this, Microsoft Dynamics CRM 2011’s powerful customization options have helped to make it one of the most popular CRM solutions available today. Here are just a few examples of the type of personalization and time saving tools included in Dynamics CRM:

  • Pinning-- Pin the most important data views and records to your dashboard so they're always available for convenient access.
  • Convenient navigation options-- For example, buttons in the opportunities window make it simple for users to jump from one opportunity to another without going back to the main opportunities menu.
  • Report builder-- Of course Dynamics CRM comes loaded with many default reports that users can choose from to display their data. But, it is also extremely easy for users to build custom reports that show only the data they're most interested in. For example, let's say your sales and marketing team is working on a promotion with which they would like to target organizations whose yearly revenue is under $200,000. With the custom report builder in Microsoft Dynamics CRM 2011,  information identifying those organizations can be accessed with just a few simple mouse clicks.

If you'd like to see these and more custom capabilities in action, take a look at the video demonstration below.

To learn more about Microsoft Dynamics CRM and how it can be personalized to meet the unique needs of your organization, contact Intelligent Technologies today! We look forward to hearing from you.

By: Laura Heinbockel, Intelligent Technologies Inc., a North Carolina Microsoft Dynamics CRM reseller

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