Microsoft Dynamics 365 - CRM & UI UX Design

Research

Project Timeline

• Embark on our journey to recreate Dynamic 365 with focus on user-centric design and functionality. Throughout the Project Timeline, we meticulously planned each phase to ensure seamless integration, iterative improvements, and timely delivery, all while prioritizing the evolving needs of our users.

Research

Social Media

• We came for social media content so far too. Simple, without any further misreading things. Our goal is to create clear, engaging posts that resonate with the audience and communicate the brand message effectively.

Research

The Process

• We went through several brainstorms, team calls, schedule breaks. We don’t hide, that it was hard, but answering “Was that worth it?” - is rhetorical.

• 01 - Research

  We took long way to understand pains & joys. This research gave us ultimate knowledge. Just like we have to.

• 02 - Process & Work

  This included draft, UX/UI, Users Examine and much other necessary activities, that required to make Microsoft Dynamics 365 - CRM project truly remarkable solution.

• 03 - Outcome

  Conducted tests on all must-have screen sizes, hypotheses & let the time make it better, even the agrocom.

Users Examine

Users Research

• In order to gain deeper understanding of what we are facing, we met ourselves with analysis of the application’s target audience. We uncovered the following insights: the majority of users are 27 years old, and the most commonly used device is a desktop computer.

Users

User Profiles

• Question of anything related to Microsoft Dynamics 365 - CRM ui / ux might not be only nuancing, but even the game changer. That’s why we talked to clients.

Users

User Interview & Insights

• Sometimes, instead of tons of hours on internet you just need to talk to someone. We interviewed 34 people from different work position, up to their age and received a lot of information that we will take into account for the next steps.

Users

User Survey

• We created a survey to enhance the users experience with overall satisfaction factor. Aim is simple - search and fix.

Statistics

• 46% of employees

  highlighted design and visuals as a top priority. This shows how important first impressions are for user satisfaction and retention.

• nearly 42% of users

  struggle with finding what’s need. Fixing this can reduce bounce rates and increase conversion.

• 31% of employees

  focused on functionality. Improving this drives smoother user flows and higher engagement.

• approximately 29 % of users

  liked performance on mobile devices. Optimizing mobile speed helps boost traffic and lowers churn.

UX Phase

Problems & Solutions

• That’s what we come up with for Microsoft Dynamics 365 - CRM example. Where frustrations gets folded and convenience rises. This approach drives higher user retention, boosts engagement, and increases overall conversion rates.

• Problems

  New hires struggle with adaptation due to a complicated, outdated design and poor app functionality, which lowers user satisfaction and increases churn.

• Solutions

  We implemented a new UX to make the app easier and more reliable to use, refreshed the design to enhance user satisfaction, and collected user feedback to better meet their needs and improve performance.

Research

App Flow

• We remade a little user flow to create fine and modern experience. It didn’t take much time and still keeps the level. We implemented new user flow branch to communication page, that’s important to many.

UI Phase

UI design solution

• We delivered a solution that combines full functionality with a clean and attractive design. Key elements like stories, reports, and calls work together smoothly, unified by a unique and recognizable color scheme. The interface uses large, clear typography to ensure readability and comfort for all users, enhancing overall usability without compromising on performance or safety.

• Navigation

  Without any lose of functionality we made it safe & sound in pretty interface.

• Insights list

  Stories, reports, call are made in synergy with such unique gradient. These colors will wind anybody to Microsoft 365.

• Cards

  It’s made in comfortable big and readable text for any human eye.

UI Phase

Typography & Colour

• Remastering the UI is not challenging, that’s our perk and what makes us differ from others. We chose the Urbanist typeface for its clear and simple style, making text easy to read on all devices.

  Combined with bright color gradients, this design boosts user engagement and improves overall satisfaction. The clean visuals help reduce churn rate and increase retention by keeping users focused and comfortable. This approach supports higher conversion rates by creating a smooth and appealing experience.

UI Phase

Landing Page

• Let us take you whole for a ride to renewed and simply good website for Microsoft. The landing page is designed to capture attention quickly and guide users effortlessly. Clear calls-to-action and concise messaging help increase click-through rates and lower bounce rates. By using a clean layout with fast loading times, we improved user satisfaction and boosted retention.

  The design supports better conversion by making it easy for visitors to find what they need and take action. Overall, these changes reduce churn and raise engagement, driving stronger traffic and more leads.

The Finals

Results

• As far as it gets, you observed everything down to the bottom of the case! Take a depth look lower. The mission on refreshing the Microsoft’s Dynamic 365 is finally complete and boxed in this lovely examining case.

Outcome Insight

• +267 user retention

  Showing more users stay active longer after the redesign. This improvement helped lower churn rate and build a loyal user base.

• +48% user engagement

  Reflecting increased interaction and time spent within the app. Higher engagement leads to better conversion opportunities.

• +27% revenue

  Demonstrating a clear boost in conversion and sales performance. Improved UX and strong CTAs boost traffic-to-conversion rates.