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. We planned each phase to ensure seamless integration, iterative improvements, and timely delivery. All of this while prioritizing the evolving needs of our users.Embark on our journey to recreate Dynamic 365 with focus on user-centric design and functionality. We planned each phase to ensure seamless integration, iterative improvements, and timely delivery. All of this 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, user journey and much other necessary activities. All of that required to make Microsoft Dynamics 365 - CRM project a truly remarkable solution.This included draft, UX/UI, user journey and much other necessary activities. All of that required to make Microsoft Dynamics 365 - CRM project a truly remarkable solution.

• 03 - Outcome

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

Users Examine

User Research

• In order to gain deeper understanding of what we are facing, we analyzed the target audience. We uncovered the following insights: 

  
  the majority of users are 27 years old, 

  
  the most commonly used device is a desktop computer.

Users

User Profiles

• Intricacies regarding Microsoft Dynamics 365 - CRM ui / ux are nuancing and challenging. That’s why we talked to clients.Intricacies regarding Microsoft Dynamics 365 - CRM ui / ux are nuancing and challenging. 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 on all details and received information that encouraged our next steps.Sometimes, instead of tons of hours on the internet, you simply need to talk to someone. 

  We interviewed 34 people on details regarding their lives, and received information that encouraged our next steps.

Users

User Survey

• We engineered a comprehensive user experience survey designed to pinpoint specific friction points and measure overall satisfaction across our entire platform. The objective is a streamlined "search and fix" mission, identifying hidden pain points that hinder the user journey. By transforming these direct insights into actionable product design updates, we aim to eliminate usability barriers and cultivate a more satisfying environment.

   

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 have come up with for Microsoft Dynamics 365 - CRM example. 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. This later lowers user satisfaction and increases churn rate.New hires struggle with adaptation due to a complicated, outdated design and poor app functionality. This later lowers user satisfaction and increases churn rate.

  
   

• Solutions

  We implemented a new UX to make the app easier and more reliable to use. We also refreshed the design to enhance user satisfaction, and collected user feedback. This resulted in better user relationships and improved performance.
   

Research

App Flow

• We’ve streamlined our user flow to deliver a more refined experience that aligns with current design standards. While the turnaround for these updates was remarkably quick, we ensured that the overall quality and polish remained uncompromised. 

  A key highlight of this release is the integration of a communication branch, directly addressing a top-priority request. This strategic addition makes navigating to essential messaging features more intuitive and efficient than ever before.

   

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 & Color

• Our ability to remaster the UI is a signature perk that sets us apart, allowing us to stay agile. By selecting the Urbanist typeface, we’ve prioritized a clean, geometric aesthetic. It ensured maximum readability across every device and screen size.

  And it works for various reasons:

• Engagement
   

  The fusion of high-contrast gradients with minimalist typography creates a vibrant visual hierarchy that naturally draws the eye.
   

• Retention

  By stripping away visual clutter, we reduce cognitive load, which directly lowers churn.
   

• Conversion

  A more comfortable and appealing interface builds trust, leading to a frictionless path from exploration to final action.

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

• +27% revenue

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