How does the Classic View differ from the Modern View in Microsoft CRM?
Microsoft Dynamics 365, formerly known as Microsoft Dynamics CRM, is a globally renowned customer relationship management platform that empowers businesses of all sizes. The platform offers two interfaces: Classic View and Modern View, each with its unique features.
Classic View functions as a traditional CRM system, providing a comprehensive view of customer data, including their names, addresses, and contact information. It also includes essential functionalities such as contact and opportunity management, dashboards, and reports. Meanwhile, Modern View is a recent addition that reflects a more streamlined approach to CRM.
In contrast, Modern View diverges from Classic View in that it offers a more intuitive, user-friendly experience that emphasizes visual representations of data. Navigation through Modern View is simplified through its often-used features on the main page and the interactive, drag-and-drop features that let users focus on the data they're interested in. Additionally, Modern View integrates with Microsoft Power Automate, providing more automation capabilities.
Ultimately, both the Classic View and the Modern View in Microsoft Dynamics 365 CRM are powerful tools that offer unique features and functionalities, but the choice of which to use ultimately depends on the individual user and their organization's needs.
The post How does the Classic View differ from the Modern View in Microsoft CRM? originally appeared on Tech Masala.
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