Making the most of Microsoft Dynamics CE/CRM means having forms that support both marketing and sales efforts. Whether you’re triggering campaigns in your marketing automation platform based on field in Microsoft Dynamics or building marketing lists based on the data entered in each entity, your success starts with how you customize each entity to match your unique sales and marketing needs.
Which brings us to the Accounts Entity. The standard configuration of the Account Entity in Microsoft Dynamics has room for improvement when it comes to user experience. From the seemingly random boxy layout of the Summary tab (and most of the tabs), to the abundance of seldom used fields, to the ever so slow loading timeline, things could be better.
When thinking about how your sales and marketing team users might work with the Accounts Entity, remember the importance of user experience. A good user experience puts emphasis on critical and frequently used information and de-emphasizes less critical and less frequently used information. And while it’s not set up well for most organizations out of the box, the beauty of a CRM like Microsoft Dynamics is that we can customize it with relative ease.
We focus on the Sales Hub in Microsoft Dynamics and our use of CRM is heavily weighted towards Sales and Marketing. With those Users in mind, we thought through how they could best leverage the existing CRM framework and then organized the data in a more meaningful way. See how we customized Microsoft Dynamics’ Account Entity to better power our marketing automation and digital marketing initiatives by continuing the read here: