Announcing UX Design Guidelines for Microsoft Dynamics CRM White Paper

We are pleased to announce the release of a new white paper “UX Design Guidelines for Microsoft Dynamics CRM”! 


Microsoft Dynamics CRM underwent a major user experience (UX) refresh with the release of Microsoft Dynamics CRM 2013 and enhanced further in subsequent releases. This white paper will give insight to the key design principles behind this refresh but as importantly how to take best take advantage of them in implementation projects.

The key objectives of this document are therefore to:

  • Illustrate how to use the new features introduced in or after Dynamics CRM 2013 to create a delightful experience to end users.
  • Explain how designing solutions for versions in or after Dynamics CRM 2013 should differ from designing solutions for CRM 2011.

This document isn’t intended to explain the technical details of the UX components. Instead, it’s a collection of best practices based on real life customer scenarios.

We hope you find the whitepaper helpful. We plan to continue to enhance this whitepaper with new ideas. Please post your comments here and stay tuned!


Hayley Bass

Roger Gilchrist

Prashanth GanapathyRaj