Link Categories

How you can use Dynamics 365 CRM more efficiently - Evolvous

5 Tips to Use Dynamics 365 CRM More Efficiently 

Microsoft Dynamics 365 CRM is a powerful solution that can help organizations achieve many of their critical business goals. However, as with most technology, what users get out of a platform varies greatly depending on what they put into it. This is especially true for a solution like Dynamics 365 that has the potential to touch so many parts of a business – particularly as it relates to forming, nurturing, and maintaining the customer relationships that are essential to organizational success. 

Microsoft Dynamics 365 gives organizations everything they need to support different business areas, including marketing, finance, sales, and customer service. However, with so many options, business users often need some help learning how to make the best use of the platform. So how can someone that uses Dynamics go from being a regular user to attaining superuser status? To answer that question, we’ve compiled a few Microsoft Dynamics tips to aid users as they start working with the software. Here are some of their quick tips: 

  • Start Using Custom Controls 

Microsoft Dynamics 365 recently introduced a new feature called custom controls. This feature allows companies to enhance their data entry fields by adding visualizations. By transforming traditionally text-based and hard-to-read fields, custom controls make the information more visually appealing and easier to comprehend. 

In today’s lead generation and customer retention efforts, engagement plays a crucial role. By simplifying the user experience, you can enhance engagement and increase conversions. With the ability for users to interact with custom controls and have changes saved instantly in the cloud, it becomes as effortless as using a regular text-based form field. 

  • Optimize And Control Your Queue

Another essential tool within Microsoft Dynamics CRM software is your queue. It serves as a list or container of tasks that require completion by your team. With Microsoft Dynamics 365 queue, you have a range of features that help you effectively organize and prioritize items in your queue. You can delegate tasks to specific groups or team members, ensuring everyone knows their responsibilities.  

Need to find the most important tasks quickly? No problem! You can filter by keywords or other critical metrics to identify top priorities and assign them accordingly. And with real-time monitoring, you can stay on top of progress and ensure tasks are being completed efficiently and promptly.  

  • Understand Microsoft Dynamics 365 Keyboard Shortcuts

Keyboard shortcuts are a handy feature in many software programs. They allow you to perform common tasks with ease and save time. Some of the most widely used keyboard shortcuts, such as Ctrl + C to copy, Ctrl + V to paste, and Ctrl + Z to undo, are universal and can be found in almost every program. These shortcuts have become essential tools that help users navigate their work efficiently.  

Microsoft Dynamics 365 offers a range of convenient keyboard shortcuts to streamline your work within the program. Here are some of these helpful shortcuts: 

  • Ctrl + Shift + E — Export data to Microsoft Excel 
  • Ctrl + F10 — Open up the context menu. 
  • Alt + N — Create a new form or record. 
  • Alt + Del (Also Alt + F9) — Remove a record. 
  • Ctrl + Shift + F5 — Restore a record. 
  • Ctrl + S (Also Alt + S) — Save a form or record. 

By learning keyboard shortcuts for Dynamics 365, you can significantly enhance your efficiency and accuracy when performing accounting tasks. We would suggest keeping a handy “cheat sheet” of these shortcuts near your desk for quick reference whenever needed. 

  • Integration with Microsoft Power Automate and Power Apps 

Collaborate to seamlessly integrate your frequently used applications, enabling you to design personalized workflows across various services. These advanced tools operate on the cloud, granting you convenient access to your data from any internet-connected device, no matter where you are. 

In today’s unpredictable business climate, accessing important information when and where you need it has transitioned from a luxury to an absolute necessity for companies. Not only does this make working remotely ultra-convenient, but it also integrates into a smart business continuity plan designed to keep your company up and running no matter the circumstances. 

  • Get To Know the Command Bar 

In Microsoft Dynamics 365, the command bar plays a crucial role as it replaces the traditional command ribbon found in many applications. While the command ribbon is still accessible in Outlook for list views, the command bar offers improved performance and usability.  

You can tailor command bars to suit your business needs by editing the customization.xml file. This allows you to have easy access to the specific items you need in the bar. Although only the first seven commands are displayed, you can easily reach others by hovering over a flyout menu. Personalize your command bar by adding the commands you use most frequently. This will help optimize and accelerate your workflow. 

Final Thoughts 

In conclusion, Microsoft Dynamics 365 functions as your reliable guide in a world that values both innovation and exceptional customer relationships. This robust CRM solution streamlines your sales, marketing, and customer service tasks, ensuring a seamless and hassle-free experience. With its intelligent features, Dynamics 365 empowers your team to foster strong connections with customers, make informed decisions based on insights, and drive exciting growth for your business. It’s not simply about comprehending the software. 

It’s about embracing a whole new approach to engaging with your customers. With Dynamics 365, you’re not just acquiring a tool – you’re gaining a partner who will help you cultivate meaningful relationships and propel your business to greater success. 

As you navigate the world of customer relationships, keep in mind that Dynamics 365 CRM is here to help you create exceptional experiences and take advantage of limitless opportunities. Like a friend leading you through uncharted territory, Dynamics 365 CRM is your ticket to a connected and prosperous future. We offer Dynamics 365 deployment and support, which includes training, software, customized dashboards, forms, fields, and workflows for maximum efficiency. 

Get started on your Dynamics 365 journey by speaking with Evolvous right away!  


Also read:

Dynamics 365 Consulting Services

5 Amazing Features that Make Dynamics 365 CRM a Better Choice

The 7 Advantages of Choosing a Cloud CRM for the Healthcare Industry

5 Benefits of Using Dynamics 365 CRM For the Healthcare Industry

How to Choose the Right CRM for a Multinational Corporation

Why Dynamic 365 Sales Is Important for Sales Teams

Leave a comment

Your email address will not be published. Required fields are marked *