Asa Pefferman■Product designer
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Microsoft / Dynamics 365 / 2022 onward

A familiar platform.
A clearer experience.

Modernizing a mature enterprise platform, from individual design tokens to the experience of millions of people.

Role

Design lead · Team of 3 designers

Scope

Design systems · Enterprise UX · Platform strategy

A more Fluent CRM
+2 ptsnet satisfaction
−26%form load times
−38%grid load times
THE PROCESS

Change the system, not just the surface.

Starting in 2022, I led three designers through the migration of the Unified Client Interface to Microsoft's Fluent design system. With Product and Engineering, we replaced hard-coded styling and legacy theming with a design-token foundation.

The previous CRM interface, before the Fluent migration.
The previous CRM interface, before the Fluent migration.
THE PROCESS

A North Star, then every component.

We established a North Star across major page types, tested it with users, and translated the direction into component-level specifications. Workshops, guidance files, and templates helped partner teams modernize their own controls and pages.

The updated grid experience using Fluent styles.
The updated grid experience using Fluent styles.
THE PROCESS

Adoption is part of the design.

A preview rollout exposed confusion between the new filled fields and legacy disabled-field styling. Targeted research and a restored disabled-state icon helped ease the transition. The case study reports improved satisfaction and faster form and grid load times.

Detailed design-token specifications for the grid control.
Detailed design-token specifications for the grid control.
From the archive

This case study is adapted from my existing portfolio.

Read the original, full case study ↗
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