Use of Roles
Role-based work areas throughout Dynamics 365 provide a good starting point for creating an overview. Both for the individual employee and for the management. Many of the work tasks can be automated “out-of-the-box”, and there are tools and overviews to help prioritizing.
Microsoft’s Power Framework offers functionality to complement the out-of-the-box features of the application. Power BI is suitable for analyzes and overviews, while with the tool “Flows” it is relatively easy to create new and automated flows facilitating workflows with simpler processes, faster and rule-based deliveries.
Documents can be customized with Office 365 templates, so e.g. invoices, layouts and statements reflect the desired information and the correct layout.