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MIG & Co.

A CRM that Can Be Personalized to Its User

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As a Marketer, CRM software (http://mig.com/Software-Solutions/Customer-Relationship-Management-CRM) is your best friend. You will use this every day and want to make sure you have all your shortcuts  easily accessible. With Microsoft Dynamics CRM you don't have to be an IT expert to customize it to your personal preferences. And with so many personal customizations easily available in CRM, you don't need to implement system-wide customizations that are desired by just a few users.

Any user can access personal customizations by clicking "Options" on the File tab. In Microsoft Dynamics CRM Online for Outlook, click "CRM" in the Navigation Pane of the File tab, and then click "Options." The Set Personal Options window opens.

There are many options for personal customizations found here. You can set your own time zone, language for the user interface and Help, default currency, and format for the display of numbers, time, and/or date. You can set your own default start page and tab. You can select the number of records to show per page in lists of records, which is a performance customization: smaller sets of records display more quickly.

You can also select custom e-mail templates, and select whether or not you want to track your e-mail messages in Microsoft Dynamics CRM Online (http://mig.com/Software-Solutions/Customer-Relationship-Management-CRM/Microsoft-Dynamics-CRM). There is much more, and you might want to explore the many customizations found in the Set Personal Options window yourself. You may find beneficial personal customizations that hadn't even previously occurred to you.

You can also tailor Dynamics CRM to your own needs by creating a personal view. To do so, first click "Advanced Find." Specify the search criteria and the columns to include in search results. You can also reorder and remove columns, or change the width of any column. Click "OK," then specify the sort order. Save the search as a saved view, and it will now be listed in the Saved Views tab of the Advanced Find form.

All of these personal customization options are what make Microsoft CRM the perfect tool for every particular user's needs.

MIG & Co. is a professional consulting firm that specializes in the implementation of business management software solutions, including Microsoft Dynamics GP, SL, and CRM. We automate business processes to ensure that our customers work efficiently. MIG is a New York City based Microsoft Dynamics Gold Certified Partner, primarily serving New York, New Jersey, and Connecticut.

One Response to “A CRM that Can Be Personalized to Its User”

  1. Keeping an accurate and up to date data base of your customers both old and new is vital for a company. This data base may need to be customized to fit a company’s need. Your customers are a company’s most valuable asset, and it is important that you invest in a piece of software that will help to maintain this base, where you can get the maximum benefit from it.

 

 
 
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