Does your Microsoft Dynamics 365/CRM seem too complicated and more than you need for your business? Perhaps some bells and whistles are never utilized. Maybe some functions are irrelevant to your needs. So how can you make the most of your Microsoft Dynamics 365/CRM without overwhelming your staff with more than they need?
We suggest two options for simplifying your CRM life.
Option 1: CRMPlus365
Still, we know that some businesses want to remain with their current Dynamics 365/CRM solution for any number of reasons. Perhaps it is an executive decision. On the other hand, maybe the thought of repeating a painful implementation leaves your whole team reluctant to make any more changes.
We get that. But you still have another option.
Option 2: Microsoft Dynamics 365 Makeover
A makeover usually means added flash and sparkle, but it could also mean eliminating unnecessary extras and emphasizing the tools you need most.
Before determining how a makeover will benefit your organization, we would like to
For instance, you don’t need to see a quoting button, an invoice button, or a project button if you have no use for those in your business. Likewise, there is no reason to have a follow-up process if your team doesn’t make follow-up calls.
Often, users don’t realize that they can have their screens set up to make their jobs easier. Some may reason that they paid for more than they need, so “just leave it there.” Even your Dynamics 365 Partner is unlikely to remove features because they want you to feel you have purchased a robust, powerful system worth the cost.
In reality, all the extra functionality sometimes only confuses your CRM users. As a result, training and user adoption are more difficult, and the risk of error increases.
Additional unused features mean you have more things that could malfunction. As with an expensive car with all the latest gadgets, some of those fancy features you never even use could break down and throw the whole system into chaos.
Exactly what you need to run your business. Nothing more, nothing less.
You know your business, and we know CRM. Together we can determine precisely what CRM features your team needs and uses and what is superfluous. Our goal at
Would you like to
By P2 Automation,