User Review
( votes)For years, our Purely CRM team relied on Balsamiq as our go-to tool for creating low-fidelity wireframes (mock-ups). It allowed us to quickly and effectively present screen designs to clients while implementing customized Dynamics 365 CRM and Power Platform solutions. However, we recently started promoting the use of Microsoft PowerPoint for wireframing and mock-up creation and the transition has been a game-changer.
While Balsamiq for CRM wireframes remains an excellent tool, PowerPoint offers unique advantages that have led us to shift our approach to Wireframing and Mock-ups for the Microsoft Power Platform and Dynamics 365.
Why Microsoft PowerPoint for Wireframing?
We switched to Microsoft PowerPoint primarily because of its seamless integration with our existing Microsoft ecosystem. PowerPoint’s compatibility with tools like Microsoft Teams and OneDrive simplifies collaboration, version control, and stakeholder engagement.
Additionally, PowerPoint is already familiar to our team, eliminating the need for specialized training. To streamline the transition, we developed reusable stencils and templates, allowing us to create wireframes efficiently. This approach has helped us maintain a smooth and intuitive design process without adding new software to our workflow.
Key Benefits of Using PowerPoint for Dynamics 365 Wireframes
- Familiar and Accessible – PowerPoint is widely used across industries, making it an easy-to-adopt tool for designers, developers, and stakeholders alike.
- Rapid Wireframe Creation – By adding custom symbols and shapes, we can quickly build wireframes without the learning curve associated with specialized wireframing tools.
- Slide-Based Structure – PowerPoint’s slide format makes it easy to organize screens and create user flows, ensuring a logical representation of interactions.
- Hyperlinking for Clickable Prototypes – Unlike static wireframes, PowerPoint allows us to link slides together, simulating user navigation and enhancing presentations.
- Seamless Collaboration – Integrated with Microsoft 365, PowerPoint enables real-time collaboration, version tracking, and effortless sharing with clients and team members.
How Does PowerPoint Compare to Specialized Wireframing Tools?
While specialized wireframing tools offer advanced features, PowerPoint’s flexibility and ease of use make it an excellent alternative. The ability to customize symbols and quickly iterate on designs allows for a dynamic and adaptable wireframing experience. Plus, its integration with Microsoft Office applications ensures smooth collaboration and feedback collection without needing additional software.
About Purely CRM
For nearly a decade, Purely CRM has been dedicated to delivering CRM solutions built exclusively on Microsoft Dynamics 365 CRM, Power Apps, and the Microsoft Power Platform.
We specialize in large mid-market and enterprise CRM design, development, staff augmentation, and support. Additionally, we collaborate with Endeavour’s Dynamics 365 Business Central ERP team to provide comprehensive Cloud ERP-CRM solutions. Our services span the United States and Canada, and we take pride in keeping our resources in North America.
Interested in learning more about our approach, expertise, and success stories? Reach out to explore how we can collaborate and drive your success. https://www.purelycrm.com/
Join our team of experts https://www.purelycrm.com/careers/
The post CRM developer blog: Wireframing and Mock-ups with Microsoft PowerPoint appeared first on CRM Software Blog | Dynamics 365.
