Microsoft Dynamics CRM Reviews

Pros
This program is very complete, allows you to jointly manage the planning of your business resources and customer relationship management, it is also very intuitive because it is handled in a similar way to the most popular Microsoft programs, so it will be very easy to implement in the company and the learning curve will be very short, with this program you will be able to automate and relate several financial processes with the time of development per project, which allows you to have a generalized vision of how much you will earn, so project your earnings and lost, in addition to having first-rate tools for the relationship with customers, sending requests and progress reports for each project, the features it offers are very useful and the benefits are enormous.

Cons
The cost is high, of course it is a widely complete service, but you must have the economic previcion to face the expense, in addition to training the staff that will use it to get the most out of it.

Rating breakdown

Likelihood to recommend: 7/10

Pros
It is a business resource planning platform capable of bringing together all the needs according to the specific characteristics of each company. It allows you to start with what is strictly necessary and move forward as business needs change. Each company (regardless of its size, sector or business model) can build its own Dynamics 365 with its different applications. With this tool you can use digital intelligence to be closer to customers and optimize operations. As well as reinventing products, services and business models. Through the management of this platform it is possible to obtain professional tools that help in the Optimization of your business operations

Cons
It is complex to work without knowledge without receiving an induction of the different phases of the program to understand and work on it, so a large percentage of users end up using the program a little, we can run the risk that it will not be effective and adaptable for our company as it could be for another.

Rating breakdown

Likelihood to recommend: 10/10

Pros
As usual Microsoft Products are user friendly, their UX is better than any other competitors. since most of the users are familiar with Microsoft product such as Word/Excel, they could not feel any difficulty to use the product at first time. feature wise its dynamics in all aspects we can add more functionalities and do customization. very adaptive approach with authentication. since we concern about security and audit there are many method to do that.

Cons
off course about the pricing, since we are using multiple Microsoft product, Microsoft really look in to the pricing. also need to consider mid scale companies 100-500 user category. we have budget limitation, i think this is the only reason MS loose lots of opportunity.

Rating breakdown

Likelihood to recommend: 7/10

Pros
I have used DynamicsCRM for two different organizations. What I like most about the product is the level of customization that has been made available for organizations to change the display/interface of the data to even individual team members in different roles across the organization. While the raw Dynamics CRM environment can be a bit of an 'overload' (especially for front office staff who may only need 1 or 2 bits of information), these customization options allow for organization/industry specific changes as well as a more user-friendly experience

Cons
While the customization options are great, there are a few key bits that are 'frozen' (for the lack of a better term), and cannot be changed/edited/removed. As the program is designed for a more sales-focus organization, these 'hold-overs' has caused a bit of an issue with my current non-profit organization which has customers, but not in such a sales-driven fashion.

Rating breakdown

Likelihood to recommend: 8/10

Pros
1. The interface is so easy as it's built on the very familiar Ms Office line 2. The cloud support and user-specific sharepoints that can be sent to multiple collaborators makes Dynamics a must have for any serious organization with any sort of horizontal organogram 3. Rather than build a new GUI, Microsoft did well to just integrate current Office products but allow integration with other third party apps like SAP and Quickbooks

Cons
1. Its is built for Edge and native Internet explorer, very slow browsers by Chrome standards. This means that some compatibility issue when using other Non-Microsoft browsers will cause a few sighs of frustration in the course of the product use 2. At this time and age, Microsoft can do more than only allow 10 GB cloud storage for entry package when the competition starts off at around 40-80 GB cloud space 3. Customization is a pain, which is expected as Microsoft are not known for allowing open source inclusivity

Rating breakdown

Likelihood to recommend: 7/10

Pros
This software was good for integrating details from sales as clients were prospects/leads to when they were clients in our support organization. Good for tracking project details, project tasks, timelines, costs estimates vs. actual costs. Tracks time billing for resources and allocates time to appropriate projects and/or cost centers. Allows for lots of integration for custom tools. Utilized in a global company with very unique differences by country and/or region.

Cons
Pretty heavy implementation process. We utilized our own customizations and that meant when Dynamics made changes we had to make development change. This produced some unexpected overhead.

Rating breakdown

Likelihood to recommend: 5/10

Pros
Dynamics is a blank sheet for a database program. There is so many functions available with this software, that you can get overwhelmed very easily. With what we do use, it has helped control our inventory, sales orders and accounting within a single software. We've even started using it for production scheduling.

Cons
This software is very generic out of the box and requires a knowledgeble person to maintain/format it for proper use. With the team that we have, we've been able to do such that. However, without that team, this software wouldn't have helped us at all.

Rating breakdown

Likelihood to recommend: 6/10

Pros
Offline access. Tight integration with Microsoft products. Multiple dashboards. Built-in marketing and automation tools.It helps in sales, marketing, and customer service professionals track which customers they've spoken with, when they spoke, and the topic under discussion.Very graphic and visual interface; the homepage is a series of graphs that illustrate metrics related to customer opportunities. It also categorizes opportunities based on how far along they are in the sell cycle.

Cons
software nice but Expensive. Steep learning curve. Difficult-to-find trial.Integration of all the processes of the company in a single solution, applications that were independent for each area were eliminated.The layout looks like that of a amateur program. There is alot of white space, and it just feels lacking in features. Other than record customer data and display it back, it doesn't do much of anything.

Rating breakdown

Likelihood to recommend: 9/10

Pros
Once set up and configured, very easy to use and navigate. Includes all the features and functions need to have a basic CRM in place, but it requires a lot of customization. If customization isn't required and you are okay with the 'out of the box' approach, I think this CRM gives any basic organization more than they need.

Cons
Our company required, and still requires, some heavy customization of this software. We are still continuing to make improvements as technology changes. The price is hefty. While the price wouldn't be so bad if there was more support on customizations and updates, you still need to hire outside help for improvements. Which, in turn, costs more money.

Rating breakdown

Likelihood to recommend: 5/10

Pros
- Integration with Outlook and Office 365 - Ability to create Dashboards and Ad-Hoc reports very easily - Integration with other business tools such as InsideSales.com

Cons
- Send Marketing emails from the CRM using a template is limited and hard to do - Ability to create multiple accounts for the same company/account - No integration between Dynamics CRM and business tool Yesware. If email from Outlook, using Yesware, needs to get logged into Dynamics, this can not be done. Microsoft Dynamics does not offer this feature for Dynamics CRM Office 365 yet

Rating breakdown

Likelihood to recommend: 8/10

Pros
Easy to customize based on your needs - add new entities (tables), add/remove fields, change the form, hide fields. You can create "javascript" rules with a simple way named 'business rules'. The workflows help you to trigger emails, update, create other records and so on, based on the type of event. Create like 'wizards' in order to guide the user in to the create or update of the record (named: 'business process flow' or you can use Dialogs). If you need something more deep you can code a plugin or workflow, or code javascript if is something for the UI.

Cons
The internet explorer edge it doesn't work well, sometimes you have some issues. Is better use Internet Explorer, Chrome or Firefox (Opera is not good for Dynamics). Careful with the javascript, sometimes could be tricky in Chrome and Firefox.

Rating breakdown

Likelihood to recommend: 10/10

Pros
The overview and dashboard of this tool is quite modern and sleek. It helps me to focus on my work with more efficiency and keeps track of the things in order to put in more improvement in it. We can track the mails, client history , orders , sales and finance matters. Thus , it helps in get rid of all other spreadsheets and spare tools. Every task can easily be performed with it and also can be monitored easily as well.

Cons
Dynamics got great set of tools of which some are quite complicated to use and implement .So it requires a bit of training to get hold on the things and the tools. And for some operations , Microsoft dynamics lacks some functions and tools for which we have to consult some other software.

Rating breakdown

Likelihood to recommend: 10/10

Pros
It is really full in functionalities, and the product is scalable to the needs of a diverse market of clients, from small to big, and from one business model to another business model.

Cons
The local support is absent here. There has been virtually no one from the principal side to approach for support. Support tickets are costly especially on simple inquiries that chats can resolve. There are other solutions with this avenue of customer service for year already. What we do get is support from other users in the net, which has been mostly satisfactory so far, but not something as direct as we need it to be.

Rating breakdown

Likelihood to recommend: 7/10

Pros
As a marketing manager for the last 6 years, I've been part of the upgrade to Dynamics 365 and I'd say it's significantly improved over the past versions. I wish my company was on cloud, not on premise, but that's out of my control. The advanced find is the absolute best update they've done to the system thus far.

Cons
It can get complicated fast for users so my recommendation is, if you have the budget, customize the system to be the simplest sales funnel possible for your reps (otherwise they just won't use it). For example, we limited our lead form to only ONE required field (the lead source) to allow our reps to qualify them and move on to the next stage. It could be a psychological trick for them (because they eventually need to add more information as they go) but keeping it simple has allowed adaption to go way up among our sales team over the last 2 years.

Rating breakdown

Likelihood to recommend: 6/10

Pros
MS Dynamics Axapta is the ERP tool I've used for more than 2 years now, and is really worth the investment for your company. Report generation, forms customization, ledger/voucher creation /posting is all a piece of cake for this tool.

Cons
The installation process is pretty heavy, but also not very subtle at times and requires good domain knowledge and expertise.

Rating breakdown

Likelihood to recommend: 10/10

Pros
The objects were easy to create and design object relationships.

Cons
There is a bit of a learning curve just to get going with MS Dynamics.

Rating breakdown

Likelihood to recommend: 7/10

Pros
The system is easy to use with tagging emails and seeing all client info in one place. Overall made communication across our organization easy.

Cons
Must do steps in a specific sequence for the system to work properly (even if not necessary to create preliminary steps), lag in recognizing updates to errors that occur because of this. For instance: If a client just wants a quote an we know they will purchase the item you cannot simply make a quote. You would have to create a sales opportunity first and assign all of the values to the field before moving forward. In this instance there is no need to create an "opportunity" for the client - as they just want to buy an additional item and want to purchase immediately. This creates unnecessary steps and time. If you create a quote before an opportunity the system created an error that "broke" the system until fixed. Even after fixed the error message it would take a long time to move forward, which stopped the entire purchasing process.

Rating breakdown

Likelihood to recommend: 8/10

Pros
The product facilitates the administration of the clients of the company, and allows to know everything related to the client in the different modules that it has available, for example for the sales cycle, a user can quickly know all the opportunities, orders and invoices made for a client, as well as quickly locate the contacts of the same. Introducing the user all the necessary information efficiently. Presents different panels with graphic information of any information within the system

Cons
With the change of the versions of CRM Dynamics the javascripts that are used in the crm must be verified and updated. Crm update packages can not be allowed to be installed with automatic updates because if they are installed incorrectly they can compromise the system, they must be downloaded one by one and installed by the personnel of it one by one to avoid problems, this for the case of crm on premise

Rating breakdown

Likelihood to recommend: 8/10

Pros
I love the ease of use, rich functionality and simple customization process. Microsoft is a huge player in the market and therefore investd a lot into research and development, and have recently committed to a 6-month update rhythm, meaning you get more features, more quickly than ever. Plus, it sits inside MS Outlook, and allows you to track all your emails, appointments, calls, and more to individual clients with the click of a button.

Cons
The latest release that we have, CRM 2013, is a bit bland looking with lots of white space. It could be designed with a little more flair to be appealing and easy to read. They changed a lot in this version and not all of the changes are good. They eliminating one function on the sales side that I used all the time and I am not sure I like it. When converting a lead, you used to have the option of checking off boxes to create the Customer, Contact and Opportunity and you could also check "Open these records up conversion" so you all of them popped up in separate windows so you could finish adding details to each of them. Now, there is no window for that, and it just creates the Customer Record and Contact record in the background for you, but you have to go out and open it yourself. A lot of our salespeople forget to do this and just edit the Opportunity Form that opens with you convert the Lead. Microsoft does this sometimes, thinks that they are improving something but fail to actually ask those who use it. I wish they'd do more to include current customers in the design process.

Rating breakdown

Likelihood to recommend: 9/10

Pros
Mobile version. Lots of integration options (given that there is a complexity!). Office integration. Cheaper than some competitive products.

Cons
No integration with other Dynamics products. They only share the name! We use GP and everything has to be custom integration. No multi-select (has to be custom programmed) so if that's a requirement like it is for us since customers may be interested in multiple products, that's a pain. Still getting new features that existing CRM already have.

Rating breakdown

Likelihood to recommend: 7/10

Pros
It has easy access to all users and have better control, user friendly systems integrated with other Microsoft products that is very easy to coordinate with eg , Microsoft word,excel

Cons
About User management module is not much satisfactory level, there are no option to control uses by branch/ department

Rating breakdown

Likelihood to recommend: 7/10

Pros
I am able to able to retrieve large volumes of documents from clients from the Share Point without bogging down Outlook. I get a notification when an item has been sent to my Share Point and who it is from. I can set up multiple shared folders to receive documents from multiple clients and have different categories within each client folder. I like that I can also upload and name documents to my clients and they get a notification to go to Share Point to retrieve the documents. I also like that I can have a coworkers emails open to my computer to monitor so I don't have to run back and forth between offices.

Cons
There is not much I don't like about the software. I sometimes have a problem retrieving a document from the delete file.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Excellent introduction book on Microsoft Dynamics CRM 2017. I believe the description says it but it is written pre-release so some of the information in it is not accurate anymore with the release of LEO (Spring) and coming soon VEGA (Fall) things are changing as programs do. Still, core concepts, best practices, and general functions have stayed the same. The author did a good job of explaining the differences from 2011 to 2013. I would have liked the author to have also spent some time explaining the modules in CRM Microsoft is not improving on and trying to get away from such as Reporting, Marketing (Dynamics Marketing coming online), etc. I think it may have been helpful to talk about how to do integrations into CRM with SSIS or Scribe possibly but that is a niche. Also more could have been covered about the Outlook Client which may have been covered better in a previous version. Notice I am being pretty picky, it is hard to offer improvements on this book. This book has helped me a lot and

Cons
I'm a little disappointed that this doesn't provide enough details in some subject areas (short paragraphs on the subject doesn't cut it) and hasn't really been all that helpful to me as a new administrator of Dynamics CRM 2017. I have found more helpful information specific to what I was looking for, on the web. Perhaps I was looking for something that this book is not. In any event, it hasn't been helpful enough to justify the cost. Just my opinion.

Rating breakdown

Likelihood to recommend: 10/10

Pros
While not as customizable as salesforce, in my opinion, Dynamics CRM is more than enough for our small organization. While I do feel a lot of the times a CRM developer would be nice, I have managed to google most of what has been needed in customizing the system, utilizing process workflows, and more.

Cons
Releases are pushed separate of the voice of the customer (survey) entity. As a result, when a general release is pushed, it has at times broken the VoC product and then required a secondary update to make it functional again.

Rating breakdown

Likelihood to recommend: 6/10

Pros
The menu is very easy to use, and navigate all the modules and forms. Search for all data, forms, modules. The look and feel of the dynamics is great. Easy to customize, create form, and workflows.

Cons
Loading may take time, and needs stable and fast internet connection

Rating breakdown

Likelihood to recommend: 9/10