MICROSOFT DYNAMICS CRM

UX/UI & VISUAL DESIGN FOR DASHBOARD




Microsoft Dynamics CRM needed a marketing and lead generation toolkit for partners to resell their product. The dashboard page allows partners to view their progress while working on their action plan and reading through the marketing guide. In addition, there is a gamification element to help encourage users. As users complete different steps they gain new badges.

Working at Metia, I worked with an account manager, project manager, and development. I gathered feedback from the client and the design team. I saw this project through from initial concept to final deliverables.


Wireframe for Dashboard


Final Dashboard Comp