One of the enhancements I was most excited about when I first read Microsoft’s CRM 2011 Statement of Direction November 2012 was the enhanced user experience for CRM online.  Six months later, I am still excited about the new user experience which lives up to the description of being a process driven experience designed to provide speed and simplicity.

The speed and simplicity is realized for the user in two ways;  the presentation of the process across the top of the form is easy to understand and it enables capturing the needed information without having to search the form for the field to update.  Users not only love the simplicity of the form, but the fact that it they spend less time entering data and more time interacting with customers.

Process Flow on Form

Editing the process flow to support your business is uncomplicated and quick.  Click on the more commands ellipsis on the form to edit the process.

Edit the Process

You may add or remove stages and steps as well as change the order of the stages or steps.  One click publishes the changes.  Additionally, online help is only one click away.

Process Control Customization

The release planned for later this year is slated to make the process driven user experience available for on premises as well as take the process centric experience to the next level.   I look forward to these innovations.

For more information on the process driven user experience or on leveraging your business relationships, visit our CRM page.

This posting is provided “AS IS” with no warranties, and confers no rights.

 

Author

Wanda Carlon

Leave a Reply