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User Design UX improvements in Microsoft Dynamics 365 Version 9 Customer Engagement Apps

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Updated · Originally published

These days, technology system improvement is not only about practical new functionality. It is also about making enhancements that help you to enjoy using the system even more. This is a new emerging specialty called User Experience Design (UX).

UX is the process of enhancing user satisfaction by improving the usability, accessibility, and pleasure provided each time you use the product. Microsoft has made some nice UX improvements in Microsoft Dynamics 365 Version 9 Customer Engagement Apps.

These changes are consistent across Sales, Customer Service, Field Service, and Project Service Automation Apps. The changes apply to all the main application areas such as forms, dashboards, grids, dialogs, and the search screen.

Top UX improvements in Microsoft Dynamics 365 Version 9:

  • Customer data is grouped in easy-to-read containers that streamline data entry. The new style makes it easier to see empty fields, and the text wraps within fields to make it easier to read.
  • Unnecessary white space has been removed on forms and dashboards. Sections for content now have defined borders with consistent spacing between sections. Empty containers have a helpful message and icon.

  • New clipboard structure for the content is shown on all pages, such as forms, dashboards, and grids improves the visual hierarchy. You can customize the colors used for the clipboard on page and panel header.
  • Use of standardized fonts gives a more consistent look and feel.
  • Tabs, buttons, and input fields on forms have been redesigned to give a more intuitive user experience and help users be more productive.
  • Long text labels and values are wrapped when entering data on a form. Admins can control word wrap in the system-level settings.
  • Sub-grid header color can be customized at the form level.
  • Advanced find now has the option to build a NOT INquery with a does not contain data For example, users can query for all cases that do not have a related task.

Download the Microsoft Dynamics 365 Spring '18 release notes.

Of course, something else that will improve your enjoyment of using Microsoft Dynamics 365 is having it set up correctly by a company that understands your team and your unique requirements.

ForgeXRM + Microsoft

ForgeXRM develops innovative solutions that drive productivity and empower businesses to achieve more with the Microsoft Power Platform and Dynamics 365.

With our deep specialization, industry-leading CRM solutions for Insurance and Wealth Management, and Add-Ons for Project Management and our configurable XRM Grid Control, we accelerate innovation and empower businesses to maximize their CRM investments.

Contact ForgeXRM today. We’d love to connect and learn more about your goals and explore how ForgeXRM + Microsoft can support your organization’s needs.

By Ryan Plourde, ForgeXRM, www.forgexrm.com

Ryan Plourde

By Ryan Plourde, Principle and Owner, ForgeXRM

As Founder of ForgeXRM, I bring 30+ years of experience helping businesses streamline operations and strengthen relationships through CRM/XRM solutions built on Microsoft Dynamics 365 and Power Platform. My focus is on delivering tailored software solutions that solve real business problems, whether you're managing people, products, or processes. Previously, I founded AbleBridge, a leading Microsoft Partner/CRM solutions provider acquired by Crowe LLP, where I led the firm’s Microsoft practice.

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