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Good CRM system Features

  • 1.  Good CRM system Features

    Posted Apr 26, 2021 05:42 AM
    What features should a good CRM system have?


  • 2.  RE: Good CRM system Features

    Posted Apr 27, 2021 08:33 AM
    Hi Rajesh,

    That is a pretty generic question. Here is what I would consider for a CRM system:

    1. First and most, understand what the client really wants and implement it.
    2. User experience. A proper system design and page layout will help. Meanwhile Powerapps provides much better UX tools than Dynamics on-premise does.
    3. Performance is always something needs to be considered. Entity fields, forms and views design are main factors of performance.
    4. Extensibility. Use OOB features as much as possible
    5. Dashboard with charts is necessary and easy to build with Dynamics
    6. Activities and timeline should be considered in Dynamics App design
    7. Other features such as report , knowledge management and connectivity to other systems are based on clients' requirement.

    Junbin Duan
    Senior Application Developer
    National Research Council Canada
    Ottawa ON

  • 3.  RE: Good CRM system Features

    Posted Apr 28, 2021 03:30 AM
    Thanks Junbin Duan

    Im glad you reply the thread....I was hoping fe more responses because everyone have their own opinion and needs of CRM to their business.

    So every one have different typo suggestion regarding benefits & features of a great CRM system solution.

    Even now a days everyone looking for "Great User experience". If you have that kinda App, Software which can easily navigate every single user(experineced/newbie) then you will be get more customers.

    Still in the end, its been great info that you share.

    Thanks & Regards


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