Microsoft Dynamics CRM Software


 

This customer relationship management solution best services mid-market and enterprise organizations. It offers industry-specific solutions that meet the needs of various industries, including government, financial services, manufacturing, healthcare, retail, and education, to name a few. The latest 2013 is a global solution offered in 41 different languages and is ideal for organizations that are committed to the Microsoft stack.

Microsoft Dynamics CRM online offers strong capabilities in sales force automation, customer data management, marketing automation, customer service, and analytics. Notable improvements with the latest release include an improved user interface (UI) and custom dashboards. The new UI requires fewer clicks and has better visualizations. It also provides role-based views to personalize the user experience. Pre-packaged dashboards are available, but users can also create custom ones for monitoring business and personal performance. With the release of the new digital marketplace, users have access to hundreds of applications that can easily be integrated to increase functionality and enhance their solution.

You might opt for a hosted Microsoft CRM solution to cut down on IT and network infrastructure costs. These systems are delivered directly through Microsoft or a hosting partner. Both utilize the same UI, though pricing, value-add features and restrictions may vary. It's important to ask about these differences during your Microsoft Dynamics CRM demo. Users can also easily migrate data from spreadsheets or retired programs. Be sure you discuss such data migration and workflow customization needs before setting up your Microsoft Dynamics CRM trial.

This system has a true multi-tenant architecture and is offered in both on-demand and on-premise deployments. It operates on the .NET framework, allowing developers to integrate other applications using web services technologies. The 2011 release offers native integration with Microsoft Dynamics NAV and SharePoint. This increases interaction between front and back office applications, resulting in an overall boost in productivity. The Microsoft Dynamics Marketplace provides a single location for developers to create and publish their products developed on the .NET platform, all of which can be easily integrated to enhance the solution.

In 2012, the company released advanced mobile capabilities that enables users to access their customer relationship management tools from virtually any device, including Windows Phone 7, iPad, iPhone, Android and Blackberry. The update also enhanced Web browser options, with compatibility with Internet Explorer, Firefox, Safari, or Chrome. The company also in recent years enabled social activity feeds. Similar to Facebook, users can like or unlike activities in a coworker or customer feed. Managers can also filter status updates by record, topic or customer. This feature make its easier for management to monitor the most relevant information.

 

Microsoft Dynamics CRM - Account At a Glance
 
  • Microsoft Dynamics CRM - Account At a Glance
    Account At a Glance
  • Microsoft Dynamics CRM - Account Report
    Account Report
  • Microsoft Dynamics CRM - Account Screen
    Account Screen
  • Microsoft Dynamics CRM - Manager Dashboard
    Manager Dashboard
  • Microsoft Dynamics CRM - Newsletters
    Newsletters
  • Microsoft Dynamics CRM - SharePoint Integrations
    SharePoint Integrations
Supported Operating System(s):
Windows XP, Windows Vista, Windows 7, Windows 2000

9 Reviews of Microsoft Dynamics CRM

 

from Market Blazzers
Specialty: Advertising
Size of portfolio: Single user Portfolio size: Single user

Great but complicated.

Ease-of-use

There are endless choices. It's very hard to navigate around the program.

Functionality

It meets my needs, but has so much more that it becomes complicated.

Product Quality

It's well made. It never crashed on me, so the quality is good.

Customer Support

I have never used their customer support.

Likes Best

I think it is probably a very strong tool for big teams. But for smaller groups, I don't think so.

Likes Least

It's overly complicated for a single user or very small team.

Recommendations

A short evaluation probably won't be able to show you the benefits of this product.

 

from Electronic Restoration Services
Specialty: Other services
Size of portfolio: 21 to 50 users Portfolio size: 21 to 50 users

Tracking owners and entering leads to develop franchises.

Ease-of-use

Everything is right where you need it. It flows with the full Microsoft suite.

Functionality

I use this for leads. I am able to easily enter large databases in a short amount of time.

Product Quality

The Outlook integration could use some TLC. It runs very slow and is rather clunky.

Customer Support

I have never had a problem where I found it necessary to contact customer support.

Likes Best

I am able to track leads efficiently and easily. I am able to purchase leads and enter them in bulk.

Likes Least

It runs incredibly slow within Outlook. You are not able to easily auto fill fields.

Recommendations

Evaluate your experience based on the online portal.

 

from ERS
Specialty: Other services
Size of portfolio: 21 to 50 users Portfolio size: 21 to 50 users

CRM Review

Ease-of-use

I teach CRM and it takes me about 5-6 sessions for people to grasp the fundamentals. I think that means it's too complicated.

Functionality

There are so many things missing. Sending mass emails with graphics require a programmer!

Product Quality

It doesn't breakdown often, and when it has, it's been on our end.

Customer Support

They send you to a website, and the sessions are just reading the slides in a very slow manner.

Likes Best

It helps me to remember things.

Likes Least

There are key features missing, like copying leads from the same company.

Recommendations

Try out a few different platforms before making your final decision.

 

from Real Estate Strategies
Specialty: Real Estate
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

Microsoft CRM has helped my business efficiently market to customers

Ease-of-use

This product is very difficult to learn how to use. Better training would be helpful.

Functionality

Dynamics CRM has streamlined our marketing process and has made our business more efficient.

Product Quality

Having a product backed by Microsoft means you're sure to have a well-designed product.

Customer Support

If we ever have issues, Microsoft is always there to assist us.

Likes Best

I like how streamlined CRM makes our marketing strategy and how it keeps our team focused. I like the support the Microsoft provides.

Likes Least

It is difficult to learn how to use the product, but once you figure out how to use it, it is extremely helpful.

Recommendations

Make sure to research it thoroughly compared to other customer management software.

 

from Hi Tech Veneer
Specialty: Manufacturing
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

Solid Software with High Useability

Ease-of-use

It has a very simple interface that was quick to pick up as a new user.

Functionality

It's not bad at all, as I wasn't sure what to expect going in.

Product Quality

It's about what you would expect out of a Microsoft product.

Customer Support

Like most software products, it's nothing to write home about.

Likes Best

The software is simple to use and offers ample solutions for a small company.

Likes Least

It lacks some of the more robust features you find from the other CRM software.

Recommendations

Make sure to test multiple offerings to find one you are most comfortable with.

 

from Precept Ministries International
Specialty: Non-Profit
Size of portfolio: 51 to 100 users Portfolio size: 51 to 100 users

Old School Meets Cloud

Ease-of-use

It wasn't user-friendly when I used it.

Functionality

There is a lot of functionality, but it is not easily customizable.

Product Quality

This product is great on the quality side because of it being a Microsoft product.

Customer Support

Typical Microsoft support. Sometimes you get someone who speaks English.

Likes Best

I love the stability of Microsoft and the integration with other software like GP and AX.

Likes Least

Dynamics CRM is old school in my opinion and lacks the ease of customization and flexibility of Salesforce and NetSuite.

Recommendations

Definitely check out Salesforce.com before purchasing.

 

from Strongwell
Specialty: Manufacturing
Size of portfolio: 51 to 100 users Portfolio size: 51 to 100 users

Highly Configurable and Powerful Tool, if you love Microsoft

Ease-of-use

The system is easy to navigate, but finding the stuff you need may not be as easy as it appears at first glance. Sometimes you have to do some digging.

Functionality

The system is very capable of numerous customizations. Once set up for your organization, it is great!

Product Quality

It is a Microsoft product, so the quality is definitely there. Beyond that, it boils down to the implementation and use as to the overall quality of the end product you'll get from this CRM system.

Customer Support

Help documentation exists, but good luck finding what you need quickly or easily.

Likes Best

Being that it is a Microsoft product will tell you a lot about how this product works, what it can do and how many use it. Dynamics CRM is a platform Microsoft clearly is excited about and regularly provides updates and new features. The extent to which this CRM system can be adapted to your company's needs is probably my favorite part of the entire system.

Likes Least

The interface is useful and everything is there, but it isn't always very user-friendly. Additionally, it seems that some of the simplest of challenges (bulk updating information, for example) can require some pretty heavy planning and implementation steps instead of a simple WYSIWYG process.

Recommendations

Evaluate and try it out before you make the move. Talk to others and make sure you have an IT resource to dedicate to the platform's support. It takes a lot of IT resources to make it happen.

 

from ACE-CRM
Specialty: Consulting
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

Flexible tool: the last version is close to perfection.

Ease-of-use

- Microsoft-oriented: if you use Office, you will find similar navigation rules.
- Internet Explorer client: flexibility provided by web pages.
- Process-oriented: guide you through your process steps.

Functionality

Some improvements could be done regarding the marketing features, but I think it is a decision from Microsoft to rely on external tools for that part.

Product Quality

As explained in the Like Best section, the application is close to perfection.

Customer Support

They release updates frequently. An external provider is needed for deploying the solution and training users.

Likes Best

Microsoft is a big player. They continually improve the product based on users' feedback. The tool is very versatile. Based on your needs, it can be quickly deployed without developer's intervention. If your needs are very specific, the tool is highly customizable. The last version is close to perfection. I would not enumerate the list of features.

Likes Least

The little flaws from previous versions were removed in the last update. More customizations can be done by a business analyst. The only thing is still the mass emailing features. You would need an external tool that could be integrated like Marketo, ClickDimensions, or MarketingPilot (which was recently bought by Microsoft).

Recommendations

You should ask yourself some questions:
- Who will use the CRM tool?
- How will your CRM needs evolve?
- How can your CRM tool be integrated with your other applications?
- What are the analytics features offered?
- How will the users welcome and adopt the tool?

Based on the answers, you will be able to find the best application matching your needs. All tools are different, each with its own strengths and weaknesses. The most important point is the flexibility. For example, if it requires two days for adding a fields, just run away.

 

from ACE-CRM
Specialty: Consulting
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

Flexible tool: the last version is close to perfection.

Ease-of-use

- Microsoft-oriented: if you use Office, you will find similar navigation rules.
- Internet Explorer client: flexibility provided by web pages.
- Process-oriented: guide you through your process steps.

Functionality

Some improvements could be done regarding the marketing features, but I think it is a decision from Microsoft to rely on external tools for that part.

Product Quality

As explained in the Like Best section, the application is close to perfection.

Customer Support

They release updates frequently. An external provider is needed for deploying the solution and training users.

Likes Best

Microsoft is a big player. They continually improve the product based on users' feedback. The tool is very versatile. Based on your needs, it can be quickly deployed without developer's intervention. If your needs are very specific, the tool is highly customizable. The last version is close to perfection. I would not enumerate the list of features.

Likes Least

The little flaws from previous versions were removed in the last update. More customizations can be done by a business analyst. The only thing is still the mass emailing features. You would need an external tool that could be integrated like Marketo, ClickDimensions, or MarketingPilot (which was recently bought by Microsoft).

Recommendations

You should ask yourself some questions:
- Who will use the CRM tool?
- How will your CRM needs evolve?
- How can your CRM tool be integrated with your other applications?
- What are the analytics features offered?
- How will the users welcome and adopt the tool?

Based on the answers, you will be able to find the best application matching your needs. All tools are different, each with its own strengths and weaknesses. The most important point is the flexibility. For example, if it requires two days for adding a fields, just run away.

 
 
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