Microsoft Dynamics – Lead Management CRM Platform & UX

Logo

Logo Development Process

• The Dynamics logo features a bold asterisk-like icon, symbolizing connectivity and workflow clarity. Its minimal form and high-contrast palette ensure strong visibility across mobile apps and enterprise tools, enhancing instant recognition and platform trust.

Project Overview

The path we choose for the project

• The Microsoft Dynamics CRM system helps teams track leads, manage sales, and improve performance. Our design enhances clarity, ensuring intuitive workflows, seamless updates, and effective social media presence.

Typography

Crisp Typography

• We used Gilroy, a modern sans serif with geometric roots. Its clean structure and contemporary feel ensure clarity, balance, and consistency across all UI elements and branding touchpoints.

Work Progres

The path we choose for the project

• Our process focused on building a seamless and efficient experience. Most effort was invested in UX/UI (50%) and research (25%), ensuring every interaction felt intuitive. Prototyping and branding followed, completing a balanced, user-first workflow.

Chosen Project Approach

• We focused on structured navigation, simple data blocks, and clear visuals to keep the interface easy to use. The goal was to support decision-making and streamline client tracking through smart UX choices.

Effortless Lead Management

• Our platform simplifies lead organization with a clean, intuitive interface. Users can monitor and manage customer progress using smart dashboards and visual performance tools.

User Flow

Effortless Interaction Flow

• We conducted detailed user research to define expectations and navigation logic. Based on testing results, we refined the structure for clarity and ease, building a seamless flow from login to task completion.
  
  Each section — from dashboard to completed transactions — was carefully planned to reduce friction, support quick decisions, and guide users through key CRM actions. The flow scales well for complex cases and future updates.

Branding

Established a clear and unified brand identity

• We designed a bold visual identity for Microsoft Dynamics CRM, balancing simplicity and recognition. The bright green and geometric symbol scale well across app icons, merch, and signage. The system reinforces Microsoft’s reliability while giving a modern, sharp look that communicates innovation. Branding extends across social media, stationery, and team assets, ensuring consistency and user trust.

Business Process Automation Opportunities

• We explored automation features to streamline customer interaction and increase efficiency. Automated workflows help connect with potential leads and personalize user journeys based on behavior.

Result

Impact through intelligent design

• Through focused UX research and creative exploration, we delivered five sprints that shaped a seamless and intuitive interface. The final concept aligned with Microsoft's vision while ensuring clarity and long-term usability. The outcome was a consistent brand image and an effective user journey tailored to real business needs.