Ease of use is so important when you’re choosing a new CRM. For the best user adoption and productivity, the system needs to be intuitive for users of all skill levels.
First of all, what makes a CRM easy to use?
Here are the main features which maximise usability:
- Intuitive interface – Look for a clean, uncluttered user interface (UI) with familiar navigation. Overly complex screens will hamper your users.
- Flexible access – Mobile optimisation and offline usage extend access. Platforms lacking mobile fall short these days.
- Guidance – Embedded training materials, in-app tips, and process workflows are useful. Video tutorials are a great way of getting information across.
- Customisation – No-code configuration, branding, and form editing for users without IT skills mean that you won’t need to be constantly emailing support.
- Collaboration – Chat and document sharing foster teamwork. Integrations with tools like Microsoft Teams also boosts productivity.
- Smart automation – AI that can capture data, generate insights, and trigger actions saves users time.
- Adoption support – Ongoing training programmes and change management help drive engagement. Without these, platforms go unused.
The easiest to use CRM platforms go beyond an intuitive UI. They incorporate automation, guidance, customisation, and collaboration to help work run smoothly and efficiently. Bearing these factors in mind will help identify the best solution for you.
How easy is Dynamics 365 to use for daily tasks?
Let’s have a look at the design, flexibility and customisation options that make Dynamics 365 feel familiar right away.
Designed for an intuitive experience
The Dynamics 365 interface aims to keep things simple and accessible:
- The modern design is clutter-free, prioritising only essential information
- Navigation and layouts mirror Microsoft Office 365 for instant familiarity
- Customisable role-based dashboards show only the most relevant data and tasks
- Forms automatically simplify by hiding advanced fields based on user roles
- Tight integration with Outlook allows easy use of CRM whilst using email
Access your CRM anywhere
Dynamics provides simple access from anywhere:
- Cross-platform mobile apps make data accessible on any device
- Responsive web design adapts sites for optimal viewing on phones, tablets, laptops and desktops
- Offline mode enables mobile usage even without internet connectivity
- Built-in accessibility features aid vision and hearing impaired users
Intuitive workflows guide usage
Dynamics 365 helps you get up to speed and improve
- Even non-technical users find the system straightforward and intuitive
- Step-by-step process flows guide you through common tasks like lead nurturing
- Embedded training videos and materials help users continually develop skills
- Active online community forums provide peer expertise whenever needed
AI makes work smarter and easier
Dynamics 365 incorporates leading Microsoft AI technologies to simplify usage:
- AI Builder enables no-code automation of manual processes like data entry and classification
- Customer Insights provides out-of-the-box AI for segmentation and personalisation
- The Power Virtual Agent chatbot allows easy creation of conversational self-service
- Azure Cognitive Services like vision, speech and language integrated seamlessly
- Dynamics 365 Customer Voice collects feedback and automatically analyses sentiment
- AI-driven business process recommendations optimise and enhance workflows
- Predictive lead scoring uses AI to automatically identify and rank hottest leads
By using Dynamics 365 with Microsoft’s latest AI innovations, you can save time, personalise experiences and unlock new insights.
Tailor the platform to your needs
While already intuitive, Dynamics 365 can be further customised:
- No-code configuration tools allows users to personalise forms, views and dashboards without IT help.
- Drag-and-drop form editor makes modifying fields and layouts simple.
- Branding, theming and styling options enable internal consistency.
Dynamics 365 offers a modern user experience designed for ease of use. Users across roles and skill levels can quickly be productive with minimal training. The system works how you need it to, not the other way around.
Dynamics 365 stands out from other CRM platforms
Compared to platforms like Salesforce and Oracle CRM, Dynamics 365 stands out for its intuitive interface and ease of use:
- Dynamics mirrors the familiar Office 365 design that users are already accustomed to, unlike Salesforce’s more proprietary UI.
- Actions and workflows are streamlined, with fewer clicks needed compared to Oracle CRM’s more complex navigation.
- The Dynamics mobile app provides seamless use from anywhere, easier than Salesforce’s more limited mobile capabilities.
- Users find Dynamics more intuitive overall, with faster onboarding compared to platforms like SAP CRM.
- Role-based form simplification and embedded AI guidance have no parallel in platforms like SugarCRM.
- No-code configuration empowers any user to personalise the system, unlike the developer-reliant customisation of Zoho CRM.
In a study by Nucleus Research, Dynamics 365 users reported being 37% more productive than Salesforce users, with ease of use cited as a major factor.
By focusing heavily on usability and the user experience, Dynamics 365 stands apart as easier to use than most major CRM competitors.