Microsoft Dynamics CRM - SaaS UX UI Design

Microsoft Dynamics is a comprehensive CRM for sales

Microsoft Dynamics CRM SaaS platform UI design for lead management

About

Is designed to empower companies by providing a comprehensive set of tools to effectively track, follow up and convert leads.

  • Client

    Microsoft Dynamics


  • Category

    CRM


  • Date

    2023


  • Location

    New York, USA


Microsoft Dynamics CRM UI showcasing user-friendly interface for lead trackingCRM dashboard UI design for Microsoft Dynamics lead management systemMicrosoft Dynamics CRM interface design with intuitive user flowUI design elements of Microsoft Dynamics CRM SaaS platformModern CRM UI UX design for Microsoft Dynamics platform

Typography

Gilroy is a modern sans serif with a geometric touch. A younger brother of the original Qanelas font family.

Gilroy sans serif font used in Microsoft Dynamics CRM UI designTypography design for Microsoft Dynamics CRM SaaS platformFont selection for Microsoft Dynamics CRM UI UX design

Work Process

Our goal was a well-designed UX.

While developing our app, our main goal was to create a thoughtful user experience (UX), and this became a key aspect of our work.

We strived not just to develop a functional app, but also to provide users with a user-friendly and intuitive experience every time they interact with it.

UX design process for Microsoft Dynamics CRM platformDetailed UX design stages for Microsoft Dynamics CRMUX improvements for Microsoft Dynamics CRM SaaS platformIntuitive user experience design for Microsoft Dynamics CRM

Intuitive lead tracking

Easily collect and organize leads through a user-friendly interface. Our platform provides a seamless path from first contact to conversion.

Get useful information with personalized dashboards. Track key performance indicators and monitor the success of your lead management strategies.

Lead tracking interface in Microsoft Dynamics CRM with personalized dashboardsIntuitive lead management UI in Microsoft Dynamics CRM platform

User flow

We started with a thorough research of our users’ needs and expectations. We then developed a clear information architecture for the product.

Based on the test results and information architecture, we iterated, implementing changes to improve user-flow.

User flow design for Microsoft Dynamics CRM SaaS platformInformation architecture for Microsoft Dynamics CRMUser journey mapping for Microsoft Dynamics CRM platformEnhanced user flow for Microsoft Dynamics CRM interface

Opportunities

Build meaningful connections with potential customers through automated workflows.

Adapt interactions based on potential customers’ behaviors and preferences to increase engagement.

CRM opportunities with automated workflows in Microsoft DynamicsEngaging customer interactions in Microsoft Dynamics CRM

Result

Through a series of brainstorming and innovation meetings, we actively engaged in research to create concepts. These concepts were designed not only to reflect the client’s perspective, but also to create a sustainable approach.

Our main focus was on creating an intuitive and user-friendly interface for the Microsoft Dynamics platform. Our efforts gave the project a distinctive and appealing brand image that harmonizes with its goals and underlying principles.

Final results of Microsoft Dynamics CRM UI UX design project

Microsoft retains full ownership and copyright.

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