Microsoft Dynamics 365 is designed to give your team one place to manage customer information, sales activities, opportunities, and more. Still, that doesn't mean everyone needs to use Dynamics 365 in exactly the same way. A salesperson might spend most of their day looking at opportunities and activities, while a manager may be more interested in pipeline information and team performance.
That's where personalization can help! Dynamics 365 gives users multiple ways to adjust their experience so the information they use most is easier to find and work. Sometimes, a few simple personalizations are all it takes to make Dynamics 365 feel a little more like your own workspace.
Create Views That Show What You Actually Need
If you've ever opened a Dynamics 365 view and immediately started filtering or sorting it to find the records you need, it may be time to create a personal view. Views help determine which records you see and what information is displayed about them, making them one of the easiest ways to tailor Dynamics 365 to your day-to-day responsibilities.
Make Your Favorite Views Easier to Access
Once you have a view that works well for you, you don't want to go searching for it every time you open Dynamics 365. Users can pin a preferred view as the default for a table, allowing frequently used information to appear first when working with records such as Leads, Contacts, Accounts, or Opportunities.
Build a Dashboard Around the Way You Work
Dashboards are most useful when they answer the questions that matter to the person looking at them. Dynamics 365 personal dashboards allow users to bring together information such as lists and charts in a way that better reflects their individual responsibilities.
Turn Your Data Into Something Visual With Personal Charts
Sometimes looking at a long list of records isn't the fastest way to understand what's happening. Charts can make patterns and trends easier to recognize, and personal charts give users a way to visualize Dynamics 365 information based on what matters to their own work.
Save Time With Personal Email Templates
If you find yourself writing the same email over and over again, a personal email template can give you a helpful starting point. Instead of rebuilding a frequently used message from scratch, you can begin with a template and then personalize it for the individual recipient.
Take a Look at Your Personal Settings
Not every useful personalization is immediately visible on a dashboard or record. Dynamics 365 also includes personal settings that control different parts of an individual user's experience, including preferences related to areas such as email, language, time zone, and formatting.
Know When You Need Personalization vs. Customization
It's important to recognize that personalizing Dynamics 365 isn't the same as customizing it. Personalization generally changes how an individual user interacts with or views the information that's already available, while customization makes broader changes to the CRM to support organizational requirements and processes.
If one person wants a different view, chart, dashboard, or way to access existing information, a system-wide customization may not be necessary. On the other hand, if your team needs new fields, processes, automation, or functionality, that's when a broader Dynamics 365 customization may make more sense.
Make Dynamics 365 Work Better for You
You don't need to completely redesign Dynamics 365 to make it easier to use. A good place to start is by paying attention to the small things you do repeatedly. If you're always applying the same filters to Opportunities, switching to the same view every morning, or searching for information that could be right on your dashboard, there may be an opportunity to personalize your experience.
Not sure where to start? TopLine can help! Contact us today at 1-880-800-1960 or email info@toplineresults.com.