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Personal Settings Screen Guide — The peace of mind that comes from being able to handle everything yourself, from integrations to language settings.

Hello, this is Matsubara, CRM Evangelist.

Reduce the number of situations where "you can't use it unless you ask the IT department."

If you have to contact the IT department every time you want to change settings related to your personal usage, such as wanting to receive LINE notifications, synchronize with your Outlook calendar, or switch the display language, then the CRM user experience cannot be described as comfortable.

The personal settings screen in EMOROCO CRM Lite is designed so that users can complete these "personal settings" themselves.

It can be completed entirely within the personal settings screen.

From the personal settings screen, users can configure the following items themselves:

  • Name: Change display name
  • LINE User IDWith just one button click, you can link your LINE account and your ID will be automatically set.
  • Microsoft 365 Calendar: Settings for integration with Outlook Calendar
  • 言语: Switch display language (reload the page to apply the change)

While system-related identification items such as email addresses are protected and cannot be changed, settings related to "how to use" the service, such as notification destinations, linked services, and language display, can be completed entirely by the user.

LINE notifications and Microsoft 365 integration start with one click.

LINE notification featureAlso,Microsoft 365 (Outlook) calendar integrationAs I've already explained, the functionality itself is great, but another point that shouldn't be overlooked is how easy it is to actually start using it.
Simply press the "Link LINE account" button on the personal settings screen to activate LINE login and automatically set your user ID.
Administrators do not need to manually register each user's ID.

Similarly, since Microsoft 365 calendar integration can be connected manually from the personal settings screen, it avoids the situation where the IT department is overloaded with work during the initial stages of company-wide implementation.

Multilingual support is designed to be accessible to overseas offices and foreign personnel.

Having a "Language" option in personal settings is more than just a matter of convenience.
EMOROCO CRM Lite is designed not only for small and medium-sized enterprises in Japan, but also for organizations that require multilingual business operations, companies with overseas branches, and teams that include foreign personnel.

The ability to switch display languages ​​for each user means that the same CRM and the same data can be used by Japanese speakers and speakers of other languages ​​in their respective native languages.
This seemingly unassuming configuration item reflects a design philosophy that transcends the limitations of domestic small and medium-sized enterprises, and can also accommodate organizations aiming to build relationships through data on a global scale.

EMOROCO CRM Lite costs ¥1,500 per user per month (minimum 3 users) and has no initial setup fee, with a 30-day free trial.https://www.emoroco.com/You can start from there.
IT implementation subsidy eligible tool number: DL07-0022934.

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Person who wrote this article
Shinsuke Matsubara

Arcus Japan Representative Director / CRM Consultant
Click here for detailed profile
He has worked as a system engineer, architect, and consultant at Accenture and other companies, an evangelist at Infragistics (Microsoft MVP for Dynamics CRM (now Microsoft MVP for Business Solutions)), and a solutions specialist at Microsoft (in charge of Dynamics CRM products).He currently leads a service team specializing in CRM, supporting CRM implementation and business launches for companies of all sizes.At the same time, he works as a CRM evangelist, spreading the idea of "true" CRM through events and article contributions.
Having learned CRM at Accenture, and having advocated and globally popularized CRM 2.0 (platform-based CRM) at Microsoft, he is a legitimate successor to CRM and the longest-serving active CRM expert (CRM consultant/CRM doctor), having received an award at Worldwide.
Since then, as a leading expert in CRM who advocates CRM 3.0 (Personalized CRM) and CRM 4.0 (Creative CRM), he has been interviewed and received numerous awards both domestically and internationally from publications such as The Wall Street Journal, Newsweek, TIME, WORLDCOM, Mainichi Shimbun (Weekly Economist), and Nippon Cultural Broadcasting. He has also been selected as a representative company of the Kansai business community by "Keizaikai" for four consecutive years.
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