1) Existing Microsoft CRM clients have the option of using the new user interface, or keeping the existing look and feel of Microsoft CRM 2011 for the next several months
2) The new look – while a drastic change from the old – requires far fewer clicks to complete tasks
3) You are going to like this new version. Really
If the new look and feel of Microsoft has you concerned, relax, you don’t have to use it right away. If you subscribed to Microsoft CRM Online before the rollout, you have the option of using the classic look for a while. This will give you time to adjust to the new look. But as noted above, you will like the new look and feel. The first thing users will notice is far fewer clicks to complete tasks. One of the biggest complaints about Microsoft CRM was that simple things like adding the notes from a phone conversation involved multiple steps such as creating a new task, opening new screen, enter new drop down fields, etc. Now all of that can be done on one screen with one click. There are many other examples of tasks that used to involve several steps that are now single click operations. There are also a slew of new features, such as the ability to quickly look at activities related to accounts.
If you are concerned or confused about the new look of Microsoft CRM Intellitec Solutions can help. Please visit our Microsoft CRM page at
By Intellitec Solutions