Microsoft Dynamics CRM Software for Construction


 

Microsoft Dynamics CRM was first introduced in 2003. Dozens of releases later, Microsoft Dynamics CRM 2016 just released to market. It is a recognized industry leader with most recent honors as the winner in CRM magazine's Market Leader Awards in four categories: Enterprise CRM Suite, Midmarket CRM Suite, Small Business CRM Suite and Sales Force Automation.

It offers solutions for various industries such as government, financial services, manufacturing, health care, retail, professional services and education.  

Dynamics CRM offers the following functions: sales force automation, marketing planning and automation, social listening and engagement, customer service (including robust call center and field services solutions) and analytics. It is developed to work seamlessly with Office365, SharePoint, Yammer, Skype, Cortana Analytics, PowerBI, Windows and Azure. Dynamics’ flexible architecture and rapid release cycle allows new features and capabilities to be implemented quickly.

Dynamics CRM provides a next-generation native Microsoft Outlook client, browser-based and mobile access, role-tailored design and advanced user personalization. Inline business intelligence is available via pre-packaged, real-time, and drillable dashboards, with the flexibility to create custom ones as well.

Dynamics CRM utilizes Windows Workflow Foundation to provide a robust engine for business process automation. Users can implement process automations that are simple (a single step) or complex (a series of steps, checks, waits, and rules that control the automation). The system also leverages machine learning for proactive, actionable insights.

Dynamics is offered both in the cloud and on-premise, and operates on the .NET framework, allowing developers to integrate other applications using Web services. It can be accessed via iPhone, Android and Windows mobile devices. This system is compatible with Internet Explorer, Firefox, Safari or Chrome. It is offered in 44 languages and 130 countries, with data centers around the globe.

 

Microsoft Dynamics CRM - Manager dashboard
 
  • Microsoft Dynamics CRM - Manager dashboard
    Manager dashboard
  • Microsoft Dynamics CRM - Account entry screen
    Account entry screen
  • Microsoft Dynamics CRM - Campaigns and newsletters
    Campaigns and newsletters
  • Microsoft Dynamics CRM - SharePoint integration
    SharePoint integration
  • Microsoft Dynamics CRM - Account review dashboard
    Account review dashboard
  • Microsoft Dynamics CRM - Account report
    Account report
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Windows 8, Windows 10

989 Reviews of Microsoft Dynamics CRM

 

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Software Advice Reviews (150)
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Showing 1-20 of 150

khyathikiran from tecsoft
Specialty: Engineer
Number of employees: 1 employee Employees number: 1 employee

February 2017

February 2017

it is easy for data entry

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Pros

easy to handle the customer information with out errors. It is easy tool for the review of one product.

Cons

time save for data entry . it is easy for us to entire the data entry. the easy tool in the market

 
 

Tony from Concentric
Specialty: Engineer
Number of employees: 51-200 employees Employees number: 51-200 employees

February 2017

February 2017

Microsoft Dynamics CRM - Works great if you use Microsoft Office!

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I like the navigation and integration with Microsoft Outlook. We have it integrated with Office 365 and Outlook. I am able to get the reports that I need and can create custom queries which I save as personal views. The export to Excel function is handy and I use it weekly for some internal reports. It is very adaptable and can be structured to fit your business. As a sales organization, it is great to have the complete sales workflow with reporting and advanced finds that help you locate additional things. We will be adding more dashboards that will help our reporting on a manager and sales rep level.

Pros

Dynamics CRM is hugely customizable - making it adaptable to even the most unique/bespoke sales pipeline. The connection of different entities (e.g. accounts, opportunities) etc. is very straightforward, allowing for better attribution and reporting. Inbuilt reporting is intuitive and takes advantage of most people's familiarity with MS Office.

Cons

Like Microsoft SharePoint or even Excel, CRM can do so much that it is somewhat daunting. This does mean that setup can take longer as there are so many more options. Unlike some of the other CRM systems that start simple and let you add on functionality, Dynamics CRM starts big and forces you to strip things down to what you need.

 
 

Ronald from AdVance Senior Options
Specialty: Other specialty contractor
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Like others

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I didn't feel that it was user friendly, but it could just be me.

 
 

Ronald M from AdVance
Specialty: Other specialty contractor
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Like others

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This was like other products. I believe it could have been more user friendly, but maybe it's just me.

 
 

Gurdial from Sun softwares
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Review

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The software is useful for small as well large organization.can be used by team.easy to integrated with different languages php,Drupal

 
 

Neha from Sun softwares
Specialty: Engineer
Number of employees: 51-200 employees Employees number: 51-200 employees

February 2017

February 2017

review for microsoft dynamic crm

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This is one of the CRM that is easy to use and have the unique feature.

 
 

Vanessa from Laughlin Constable
Specialty: Design/build firm
Number of employees: 201-500 employees Employees number: 201-500 employees

February 2017

February 2017

Microsoft Dynamics CRM

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The CRM is simple to use on a base level of entering Accounts, Contacts, and Leads and storing their information. You can create Marketing Lists to organize groups and Campaigns to track activity around an event. Customizing the software can be cumbersome - it may be worth it to have Microsoft do it for you. That being said, it is possible to configure the platform to meet your organization's individual needs and goals.

Pros

- Simple interface
- Easy navigation
- Meets all basic CRM needs

Cons

- Multiple views can be confusing
- Configuration can be tricky to do on your own

 
 

Nick from Temp-Masters Inc.
Specialty: Mechanical/HVAC
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2017

January 2017

Tons of features and add-ons but very difficult to learn.

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This software is actually ideal for construction companies or any company that needs to separate individual job costs. Although the learning curve for this product is very time-consuming. It will take extensive amounts of training to get up to speed with this software. Even then you will need to seek out a GP professional as the in-app training tools do very little to actually help the user. This software can be very good for the user, but only once they have obtained the necessary training to operate GP.

Pros

Lots of add-ons.

Cons

Very difficult to learn. Is not user-friendly for first-time users. The product has very qwerky error messages that make absolutely no sense and become very frustrating when they are encountered multiple times a day.

Advice to Others

Do your research. If at all possible, find a way to demo this product to see if can actually be useful.

 
 

suzie from Waitr
Specialty: Other
Number of employees: 201-500 employees Employees number: 201-500 employees

January 2017

January 2017

Microsoft Dynamics CRM

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So easy to use and the cs team is awesome! CRM software is difficult for some to get used to but I had no problem as the interface is easy to use. Any questions I had the Customer Service Team helped me with right away! Great Product!

 
 

Dustin from FEI Inc.
Specialty: Other specialty contractor
Number of employees: 51-200 employees Employees number: 51-200 employees

January 2017

January 2017

CRM info

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Had a very good informational meeting, we are looking into getting this CRM and love the customer service.

Pros

Customer service is good, and the options are what we need

Cons

Ease of use

Advice to Others

Have a few meetings with their software engineers, very informative

 
 

Dipesh from Northern Illinois University
Specialty: Software / IT
Number of employees: 201-500 employees Employees number: 201-500 employees

December 2016

December 2016

User friendly business software

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I got an opportunity to take hands-on experience on MS Dynamics CRM 2016 this year. I found this application very useful and user friendly for medium sized organizations. As far as customization is concerned, this product is easy to customize and even a non-technical person can do it. If we take best practices into consideration, this product is very feasible. Creating new entities like accounts, contacts etc is very easy. We can create new records in the look up view itself. Moreover, its tight integration with SQL server and some project management solutions like AbleBridge, gives reliability. I will recommend this to my aspiring entrepreneur friends.

Pros

Easy to use
Highly customization
Integration with SQL server
Look-up and record creation flexibility
All-in-one package

Cons

For detailed customization we would require MS dynamics SDK which requires programming resource and increases cost.

Advice to Others

MS dynamics CRM being a user friendly business application, I would recommend medium sized firms(up to 1000 users) to implement their business processes in MS Dynamics CRM.

 
 

Nancy from Crestwood Associates
Specialty: Other specialty contractor
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2016

December 2016

Microsoft Dynamics CRM

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N/A

I use Microsoft Dynamics CRM on a daily basis for my current job. I have used the software for over thirteen years. In my current role as Sales Intelligence Manager, I keep several lists for our vendors current in Microsoft Dynamics CRM as well as created email templates for the sales team.

Pros

I love the integration with Microsoft Dynamics CRM and Outlook. I especially like the email templates available for Outlook. I use them on a daily basis for supporting the sales team.

Cons

For some reason, the email templates have not been working with the latest version of Outlook. I'm not sure if this is an issue with Microsoft Dynamics CRM or Outlook. I especially dislike the ribbon on the top of the menu. I believe the latest version of Microsoft Dynamics CRM has a better menu available.

Advice to Others

I would wait until the Sales functionality for Microsoft Dynamics 365 Business Edition is released in spring 2017 if you want to purchase Microsoft Dynamics CRM.

 
 

Arthur from Energy Trust of Oregon
Specialty: Energy
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2016

December 2016

Works well for a Microsoft house

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As my title suggests, our organization is a Microsoft house, so Dynamics CRM offers us good integration to other applications. Our business model is an unusual one, so we heavily customized the application to meet our needs, and that too has worked well for us.

Pros

Dynamics CRM integration to other Microsoft products is, as mentioned, is great. Our organization has a lot of interplay between Outlook, CRM, and SharePoint, and all this occurs in intuitive and efficient ways.

Cons

We occasionally look at non-Microsoft applications, but integrating these products to our Microsoft products would require costly customization.

Advice to Others

If you're looking at building a platform for your business, I recommend considering all your application needs before deciding on your CRM software.

 
 

Richard from Jet Products, LLC
Specialty: Other specialty contractor
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2016

December 2016

An unwieldy beast

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If integration with other MS Dynamics products is important, then maybe this is the appropriate product. Otherwise, stay away from it. It is a very user unfriendly application.

Pros

Email integration with Outlook

Cons

Too many to list - non-intuitive, very little functionality without customization, time intensive to use, overbuilt, cumbersome, weak mobile app, too many layers, weak project management. MS seems to be trying to enable their re-sellers to make money by NOT making Dynamics CRM very functional out of the box. It also looks like they tried to build a program that will do absolutely everything for everybody, but the result is an application that does nothing well or easily.

Advice to Others

Unless you're set on a MS product for some reason, there are much better options available at a lower cost with stronger customer support.

 
 

Rashmi from Intellect
Specialty: Engineer
Number of employees: 201-500 employees Employees number: 201-500 employees

November 2016

November 2016

MS Dynamics Review

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MS Dynamics CRM is one of close competitors of SFDC CRM and is used by numerous enterprises.
I work for a start up and this seems to be an expensive tool. The software is rich in feature functionality but is very complicated for a normal user to understand. The campaign features of the tool are not very strong either.
But this CRM has every functionality u can think of. Another advantage of this software is that it has strong integration with other MS products like Outlook.
With Linkedin Purchase its going to be interesting to see how Microsoft integrated lead intelligence into its CRM,

Pros

Breadth of functionality

Cons

Poor User Interface

Advice to Others

If you are big company having multiple teams and groups it would make sense for you. If you are a small organization , it would make sense to go with salesforce or other new crms out there.

 
 

Brooke from OneAgent, LLC.
Specialty: Government - state & local
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2016

November 2016

Best CRM software there is

Ease-of-use

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I have used a few different CRMs in my career and home business, ranging in occupations from Insurance, to Call Center Services, to Real Estate and Property management as well as Legal Services and Home Consultation - I have found Microsoft Dynamics CRM to not only be the most flexible with all these different occupations needs, but so easy to use, a download that is accessible to all who need access, within my budget to the point I have more to spend on other applications partnering with this like Timesheets and Project Manager. I would highly rate this because the alternative options are extremely expensive, promising you better applications and ease of access when you get the same thing for basically free to start.

Pros

Easy to Use, Accessible, Simple to Navigate, Not Expensive, Flexible with Who it's meant to attract/Many different reasons for use.

Cons

Really nothing except it's minor limitations on editing/creating forms and personalization.. For the most part, easy to personalize, but then there's the details of some areas in the system you are limited to edit and create for even more accessibility.

Advice to Others

If I could recommend this product to someone, I would make sure it wasn't to any person or business who intends to use a CRM software for Large Companies, or a large clientele base (Over 100,000) because the content can make it run slower, as it is intended for slower businesses or home offices for organization, not so much multi-employee/staff use like Applied Epic is.

 
 

Diana from Softtek
Specialty: Consulting
Number of employees: 5,001-10,000 employees Employees number: 5,001-10,000 employees

November 2016

November 2016

CRM Dynamics

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We have used Dynamics for 5 years, the cloud option. It works fairly well, but it's slow and works well when you do not have too many customizations, which is not our case.
Every time that Microsoft updates the server we face a lot of problems, although they always say that it won't impact our application.

Pros

Low cost per user. Easy to use, very complete functionality for Sales process. Fairly easy to customize.

Cons

Slow. Always have problems when an update is released.

Advice to Others

If you have a small business with a simple sales process it may work for you.

 
 

Daniel from Invoca
Specialty: Software / IT
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2016

November 2016

Great Simple CRM

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Microsoft Dynamics is a great CRM for new businesses. It is not as complex as other softwares in the Industry which could be a good or a bad thing. I prefer the simplicity. Often times when things get too complicated, you don't use half of the complexity.

It has all the standard objects you need to account for Prospects and Existing Customers.

Pros

Enterprise Ready
Simple
Easy to Use

Cons

Lacks Sophistication & Customization

Advice to Others

Definitely worth your attention if you are in the market

 
 

Lauren from Avison young
Specialty: Construction manager
Number of employees: 5,001-10,000 employees Employees number: 5,001-10,000 employees

November 2016

November 2016

Highly Recommended

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This product is extremely easy to use and makes tracking leads and deliverables very easy

 
 

Jethro from OCP
Specialty: Other specialty contractor
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2016

November 2016

Dynamics CRM - End users must be software engineers

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The problem with Dynamics CRM is that basically anything is possible with workflows, but you have to be a software engineer to do even the simplest tasks. Creating an html form that generates a call to your salespeople is an incredibly difficult task that laughs in the face of intuitive UX design. In typical Microsoft fashion you have a ton of extremely awesome unusable options. The day to day work of maintaining customer relationships is cumbersome and requires frequent IT intervention. I regret that my company was not willing to make the investment into a drag and drop idiot proof system like Hubspot. we have 3 people who basically waste their entire day every day doing battle with DYnamics workflows to try to make mundane tasks automated. We use Click dimensions along with DYnamics CRM which helps a little in making it more useful, but it's still a very difficult solution and not really workable for a small or midsize company. My advice pay the extra price for better software you'll save money in the end on man hours using it.

Pros

Everything is possible

Cons

Everything requires a software engineering degree to accomplish.

Advice to Others

Spend more money... dynamics interface is so UN-userfriendly you will beat your head against the wall for hours trying to make it work.

 
 
 
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