2 Ways to Streamline Your Microsoft Dynamics 365/CRM Solution

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Microsoft Dynamics 365 is a complete ERP (Enterprise Resource Planning) /CRM (Customer Relationship Management) system with many cutting-edge features and an abundance of useful tools. However, some of those valuable tools may have been designed for businesses very different from yours.

Do you feel that your Microsoft Dynamics 365 CRM is overly complicated? Are there features and tools that you never use? Having more technology than they need can be frustrating for users.

Option 1: Consider a more personalized system

One option for smaller, less complicated businesses is to switch to P2xRM, an affordable custom-built CRM solution. P2 can even work with you to transfer your Dynamics 365 licensing costs so you can stick to your budget. We ask questions, we listen, we learn about your requirements, and then we will build a system that automates your key business processes.  We won’t complicate your system with bells and whistles you’ll never use.  We’re all about giving you just what you need – nothing more, nothing less.

Another option is to stay with your Microsoft Dynamics 365/CRM solution, but adjust it to accommodate the specific needs of your business.

Option 2: Consider a Microsoft Dynamics 365 makeover

There are reasons you may choose to stick with your Microsoft Dynamics 365 solution. You’ve invested in the system. Perhaps it is mandated “from above,” or your company has an “all Microsoft” policy. Or maybe changing your CRM system, after a long and often painful evaluation, implementation, and extensive training, would not even be considered by the rest of your team. In that case, a makeover would be a viable solution.

Before we change anything, we’d want to review your business processes and the way you’re using your Dynamics system. Sometimes less is more, and you may find that you prefer to bypass unused tools and work with a streamlined version that does just what you want it to do.

For instance, if you are not in a business that gives quotes, you don’t need a quoting bar.  If you don’t do follow-up calls, you won’t need that bar either. A customized “quick links” pane can provide access to what’s most important to each individual or team.

You might wonder if you’d lose something important if you remove features or tools, or you may reason, “Just leave it in there. I paid for it. I might as well keep it.” But in fact, unnecessary gear just serves to confuse everybody. It makes training and user adoption more difficult and increases the chance of user error.

Exactly what you need to run your business. Nothing more, nothing less. Doesn’t that sound reasonable?

You know your business. We know CRM. Together we can determine precisely what you need and don’t need in your CRM system. Our goal at P2 Automation is to make CRM simple. Even a robust system such as Microsoft Dynamics 365 can be more user-friendly and efficient.


If you would like to review your current Microsoft Dynamics 365 CRM system to determine ways it can work better for your organization, contact our experts at P2 Automation today to schedule a strategy session.

By P2 Automation, p2automation.com



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