When I started designing CRM, the concept of emotional connection to software was foreign. When I said that our customers will "LOVE" our software in an executive review, the room laughed as if I was joking. Within a year the tenor had changed and connecting with our software mattered. 

The video below was the first public announcement of our software product code named MoCA.

Role: UX Manager, production advisory, designer
This video was professionally produced, unfortunately I've forgotten the company.

Though antiquated, these before screens inadequately tell how hard to use the software was. So I created a video of the most common process the app was used for. We reduced overall complexity by 80% for the most used scenarios.

Orion Release

A re-imagining of the CRM Web Client started with the forms in Polaris and moved on to overall system with Orion. This new release was created to be fast, fluid and responsive. Created by the full design team across three geographical locations: India, Redmond and Zurich.

Role: UX Manager, designer, researcher, information architecture, project management
Designers: Monil Dalal, Ted Cyrek, Wayne Higgins, Naveen Sethia, Anastasia Paushkina
Image Creation: Monil Dalal

Role: UX Manager, project management, information architecture, designer
Designers: Ana Paushkina, Monil Dalal, Naveen Sethia, Ted Cyrek, Wayne Higgins
Research: Mary LaLomia

MoCA 

The CRM Mobile Companion App, available in the Windows app store here and Apple here, was the first business application designed for the Metro design language and was featured in the Windows 8 release event.

As Designed
Role: UX Manager, interaction design, ideation, control design
Designer: Ana Paushkina

As shipped.

Phone apps

Dynamics CRM was one of the first platform agnostic software offerings from Microsoft, we did it before it was cool. Mobile Apps for all devices, including Blackberry.

Role: UX Manager, device acquisition and lab management
Designer: Ted Cyrek

Dynamics CRM Windows Phone Application

Our first mobile application was built for the Windows Phone.

Role: UX Manager, designer
Designer: Ana Paushkina

Marketing Pilot

Acquisition implementation and redesign, partly re-envisioning, partly reinvention. Marketing Pilot was a full featured application with an established user base. The application was as difficult to use as the original CRM.

Role: UX Manger, information architecture, functional design, ideation
Designer: Ted Cyrek, Wayne Higgins, Manisha Powar

Net Breeze

Acquisition implementation and redesign. 

Role: UX Manager, information architecture, functional design
Designers: Tomas Brader, Ted Cyrek, Wayne Higgins