Specializing in optimizing, automating, and customizing Dynamics 365 to simplify and streamline your system. Here to help you unlock the full potential of Dynamics 365, enhancing efficiency and productivity. Contact us today to discover how our tailored solutions can transform your business. No project is too small.
With a decade of experience working in over 300 Microsoft Dynamics environments across 13 countries, with heavy emphasis in the United States, we have extensive knowledge spanning from Microsoft CRM 2011 to the latest version of Microsoft Dynamics 365. Benefit from our wealth of expertise as we bring our comprehensive understanding of Dynamics to optimize your business operations.
I have built hundreds of custom dashboards for executives to analyze their business as well as dashboards for users to know where their productivity stands all the while building long lasting relationships with leadership and users. Outside of dashboards I’ve created thousands of configurations and custom molded systems to the needs of the business to make things less click intensive which leads to better user adoption.
Working with businesses to truly understand their pain points and configure solutions inside Microsoft Dynamics 365 to make their lives easier and their systems more efficient is a passion that brings great joy.
Drop me a line and let me know your pains with Dynamics 365 and I’ll let you know if I can be of value and if not, I will more than likely know someone who can.
SIMPLIFY DYNAMICS 365
If your users are having trouble adopting Dynamics 365 it’s time to have your screens analyzed and redesigned in terms of layout and features. Many features throughout Dynamics 365 are not applicable to your business or users yet they are on the screen and take up valuable real estate as well as create clutter which makes it tough for users to adopt Dynamics. Leaning down your screens with fewer items and better layout will increase user acceptance exponentially rather than turning them loose in a system designed as a one size fits.
The first step is to get into the system and evaluate where you are today and then speak with leadership and/or users. Once the UI/UX improvements are approved, the configuration process starts. Implement changes such as removing unnecessary fields, rearranging elements for logical flow, and simplifying complex processes. By making the user interface more intuitive and user-friendly, you can enhance the overall user experience and drive higher adoption rates.
Building custom Hub Apps (Model Driven Apps) is another way to drastically clean up an over cluttered bloated system. Many customers like to have a slim or light weight version of their full system for users that like a very simple easy to use user interface (extremely populate choice).
Automating Dynamics 365 can be as simple as a basic custom workflow to generate an email to leadership when a new Opportunity is created in the system or something more like generating emails to different people based on any number of various events and actions that take place in the system.
Maybe you need automated approval emails so that when sales is needing approval to move forward with an opportunity they toggle a switch which sends an email to the CFO to request a D&B (Dun & Bradstreet) credit rating on a potential customer. Or possibly when a Lead is assigned to someone, they get an email notification with a link so they can take action and turn that lead into a revenue generating event.
Many customers request that when a deal is closed an email gets packaged up with data from X, Y, Z fields and sent to accounting, then another email at the same time gets sent to leadership, etc….
Did you know that Microsoft offers a free mobile app for popular handheld devices like Apple and Android? However, many users find the prepackaged app overwhelming due to the excessive features it includes. It often renders the app unusable for many individuals.
We specialize in scaling down the Microsoft mobile app to create a simplified and user-friendly interface tailored to your specific needs. By focusing on the essential functionality required in the mobile app, we can make a significant difference in user acceptance and usability.
Experience the transformative impact of an optimized mobile app interface.
Are you receiving alarming emails from Microsoft about exceeding storage capacity and the potential impact on system performance? While these warnings can be intimidating, it’s essential to understand how to investigate storage consumption, identify any culprits, and take appropriate action. Most of the time, the situation is not as dire as portrayed, but having the knowledge to manage storage effectively is crucial. Let us guide you in optimizing your storage usage and avoiding any performance issues or costly storage bills.
There are many different factors that go into analyzing your storage and many different ways to free up storage and most of which can be done by an experienced professional without having to work with Microsoft support.
Common items that increase storage capacity:
Some customers also opt for SharePoint + Dynamics 365 integration which does help with file storage as well as having many other benefits.
Relevant Links that may be of value:
For businesses lacking internal IT resources to effectively manage and administer their Dynamics environment, we offer comprehensive support services tailored to your needs. Whether you require a one-time setup fee for Microsoft Dynamics 365 or prefer an ongoing, cost-effective subscription for system maintenance and administration, we have you covered. Trust our expert team to streamline your Dynamics 365 management, ensuring optimal performance and maximizing your investment. Simplify your operations and focus on your core business while leaving the technical aspects to us.
Typical tasks listed below:
Note: If your Microsoft Dynamics environment is OnPrem (meaning On Premise) and not in the cloud please look elsewhere as maintaining an OnPrem environment is not supported and will always cost you more money and have less uptime.
Custom dashboards have become highly sought-after customizations in Dynamics 365, providing real-time visibility into your business. These dynamic visualizations enable informed decision-making, allowing you to pivot and adapt swiftly. By creating custom views, charts, and personalized dashboards, you can significantly enhance visibility into your business operations and track team performance.
Custom dashboards also play a crucial role in performance evaluations, giving employees a clear picture of where they stand compared to their peers. Additionally, building landing dashboards for users ensures they have a centralized view of their activities and tasks, maximizing productivity and focus throughout the week. Discover the power of custom dashboards in Dynamics 365 to unlock actionable insights and drive informed decision-making at every level of your organization.