Microsoft Dynamics CRM Software


 

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 - CRM across devices
 
  • Microsoft Dynamics CRM - CRM across devices
    CRM across devices
  • Microsoft Dynamics CRM - Seller marketing portal
    Seller marketing portal
  • Microsoft Dynamics CRM - Embedded social data
    Embedded social data
  • Microsoft Dynamics CRM - Social sentiment & engagement
    Social sentiment & engagement
  • Microsoft Dynamics CRM - Call center productivity
    Call center productivity
  • Microsoft Dynamics CRM - Sales dashboard
    Sales dashboard
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Linux, HP-UX, AIX, Solaris, Unix, IBM OS/400, Web browser (OS agnostic), Windows 2000, Windows 8, Windows 10

125 Reviews of Microsoft Dynamics CRM

Showing 1-20 of 125

 

from Diakont Advanced Technologies
Specialty: Energy
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

Forecasting

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Customer service oriented vendor - the product is efficient

Likes Least

Limited customization functionality for different end users

Recommendations

Use the product in functions outside of sales to properly evaluate

 

from Alco
Specialty: Retail
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

New Microsoft Dynamics User

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Likes Best

The price. The greatest argument against using salesforce is how much it costs to implement the software. Microsoft Dynamics offers a CRM software program that runs much of what salesforce does at a lower cost.

Likes Least

It does not offer the same level of customization as many higher end CRM applications.

Recommendations

Know your business' monetary priority first. Are you willing to spend extra to include services they may or may not be beneficial? Microsoft Dynamics is a simple, straightforward program that allows you to track sales from start to finish. If this is all you need from a sales software, this program will do just fine.

 

from Clarity Solutions
Specialty: Software / IT
Size of portfolio: 21 to 50 users Portfolio size: 21 to 50 users

User-friendly software and easy e-mail tracking

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Likes Best

- Integration with Office and Outlook
- User-friendly software, particularly for Microsoft Office users
- Easy e-mail tracking

Likes Least

- High cost of implementation, maintenance and customization
- Mobile version

Recommendations

- View demo and compare with other CRM solutions
- Choose a good partner - sales process, implementation, support etc.

 

from Clarity Solutions
Specialty: Consulting
Size of portfolio: 21 to 50 users Portfolio size: 21 to 50 users

CRM for managing contacts, history of relationship and sales funnel

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Likes Best

Integration with Outlook; interesting filtering to generate advanced contacts lists (for campaigns); Easy e-mail association to obtain automated tracking.

Likes Least

High-cost deployment. It was difficult to access the product using mobile devices. It was totally client-based.

Recommendations

Try to test how the software can support your marketing and sales processes (pilot). In many situations it becomes necessary to adapt the processes to the software, what can be good or not. If you have a previous base of companies/contacts try to evaluate how it can be imported.

 

from Rainier Scholars
Specialty: Education
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

Doesn't Work Well for our Educational Needs

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Product - Don't like
Vendor - They will help as much as they can.

Likes Least

We are too dependent on the person who created the database for us through dynamics.

Recommendations

Be sure you have someone on staff who is knowledgeable about the software and can make adjustments as needed but more than that know in advance exactly what you will need in terms of what you will be tracking on the software. It is so hard to make changes and adjustments after you are already using it.

 

from Stickley Furniture
Specialty: Manufacturing
Size of portfolio: 101 or more users Portfolio size: 101 or more users

Microsoft Dynamics, More User Friendly than SAP

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Likes Best

Single Platform for all the departments within your organization. Also, if you are familiar with Microsoft products, you will find this program to be user friendly.
Implementing this software is a great opportunity to bring the departments together in order to improve the overall operations of your organization.

Likes Least

The program lets you customize it as much as you want which can be dangerous. The more customization's, the more potential issues you will have moving forward when updates are released. Make this software work FOR you!

Recommendations

If you review this software after a poorly planned implementation then you will be doing yourself and other a disservice by giving a bad review which is based on the mistakes you made. This software program is expensive but used properly the benefits and return on your investment will outweigh the struggles you encounter.

 

from In-House Solutions
Specialty: Manufacturing
Size of portfolio: 51 to 100 users Portfolio size: 51 to 100 users

NOT A STEP IN THE RIGHT DIRECTION

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Likes Best

The charts and tracking systems can prove to be beneficial.

Likes Least

CRM needs more customization as well as it needs to be adaptive like an app. It is great to have everything on one page when viewing a client though when you have to toggle 10 pages through activities to find a note.... it just does not make sense. How hard is it to put in a search bar to search activities???

Recommendations

Ask for references of other companies who have implemented it.

 

from Stickley furniture
Specialty: Manufacturing
Size of portfolio: 21 to 50 users Portfolio size: 21 to 50 users

Great tool for so many of our buisness needs.

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the reliability that my business can count on day in and day out.

Likes Least

takes some training and getting used to, but becomes a very valuable asset once learned properly.

Recommendations

take the time to get to know the product before writing it off. it can seem overwhelming at first.

 

from Stickley
Specialty: Manufacturing
Size of portfolio: 101 or more users Portfolio size: 101 or more users

Dynamics CRM simple and easy to use

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Likes Best

Dynamics CRM is nice because Microsoft makes you feel like you are working in just another Microsoft Office product. The screen will remind you file explorer in Windows. The ribbon will remind you of Office products. The web interface is like SharePoint. This makes it easy for any new users to catch on very fast.

Likes Least

There are not many third party add ons for the product

Recommendations

Give it a try. You will feel like it is just another extension of your office suite.

 

from dunnhumby
Specialty: Software / IT
Size of portfolio: 101 or more users Portfolio size: 101 or more users

Microsoft's take on CRM solution

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Likes Best

The availability of apps to that helps on-the-go managements of customer relationships. It comes as a cloud, on-premise or a hybrid solution which caters to the needs of all sorts of organizations.

UI and UX have drastically improved with the latest update.

Likes Least

It is not easy to integrate it with other CRM solutions. This hampers the efficiency which can be achieved if our CRM can be easily integrated with partner's CRM.

Recommendations

It is a value for money solution with various deployment options and has different levels of functionality available with different versions similar to Windows.

 

from Adapture Technology Group
Specialty: Software / IT
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

Dynamics Review

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Likes Best

I have very little to say right now in this section. It seems to be be working well in the sales cycle for opportunities and our marketing team seems to like the tool and how it integrates with Salesfusion.

Likes Least

I don't like how you have to navigate through the system at the top- first go under Microsoft Dynamics and then Sales to get to opportunities. You have to refresh the pages often. There isn't a good way to have reports- there is only views and you have to keep creating new views that end up piling up. Part of the problem for us could be our PS company were using to help us- Omnivue. We're not getting our system set up the way we need without spending thousands of dollars. The system has no Professional services integration for time billing and project management. It does not have a way to include sales tax on quotes. The leads section is completely separate and does not integrate with the accounts, opportunities, contacts to show a single pane of glass.

Recommendations

It seems to be for the very basic sales cycle. Very hard to implement complex solutions, reporting, dashboards, etc.

 

from Rollins College
Specialty: Education
Size of portfolio: Single user Portfolio size: Single user

Powerful tool, difficult to learn but effective in practice

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Likes Best

I really like the broad range of implementation options provided by this product. There are so many features that allow this product to be used as your sole CRM.

Likes Least

The learning curve with this product is steep. Expect to spend a lot of time learning the different options available and setting the system up to your preference. You should be familiar with Microsoft programming language if you need to delve into the system. Also expect frequent updates, this can be an issue if your organization is not positioned to learn and quickly adapt to changes.

Recommendations

Pick the version best for you, learn it, and expect frequent change. It would be useful to have an individual or small team responsible for Microsoft CRM implementation if you have a mid to large organization. Staying up to date and assisting others with new upgrades can be a full time job.

 

from Western Career Training
Specialty: Education
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Good CRM with great ability to pull reports- not as easy to integrate

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I really liked that Dynamics CRM offers the user the flexibility to, with some basic training, easily pull the data offered in any field found in the lead/customer profile and export it to excel to be manipulated, put into reports and even have those reports saved to be refreshed with current and updated data in the future.

Likes Least

The biggest problem with Dynamics is that it isn't already integrated with every widget that is offered by other technology companies you may be looking to do business with. As the leader of a call center that was utilizing Dynamics, I was constantly looking for different products that would help us to improve our efficiency. It seemed all the vendors I spoke with were already set up for Sales Force, but it would be a huge project to integrate with Dynamics.

Recommendations

One of the other benefits of Dynamics vs Salesforce is the price difference. Dynamics, at the time, was a lower cost per user, however, depending on your needs to integrate with other platforms, it may be more costly in the end.

 

from Rollins College
Specialty: Education
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Work-enhancing product made better by excellent service support

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Likes Best

This product is a time saver, taking the place of a personal assistant to track key client information and provide additional recommendations which leads to increased overall sales.

Likes Least

The product is complex and takes a significant amount of time to learn all of the functionalities sufficiently.

Recommendations

The product is very useful but take the time to review e-learning tutorials to cut the learning curve.

 

from acetec
Specialty: Engineering
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

CRM software

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Likes Best

it is from a big name provider in microsoft, so you know it probably has a lot of power and capabilities. And in my evaluation of the software, it did have a lot of capabilities. There are some pretty good tutorials as well

Likes Least

it is quite hard and complicated to use and it takes a while to learn. I played around with it for a couple weeks. While it did have lots of functionality, it was way too hard for a typical salesperson to use in my opionion. I am pretty software savvy, and it was hard for me to figure out intuitively how to use all the functions in an efficient manner.

Recommendations

you need to talk with a very qualified tech support person in order to figure it out. The tutorials are good, but you really need to have someone from Microsoft give you a good learning session for you and your team. Which i think was expensive as well

 

from ServiceMax
Specialty: Software / IT
Size of portfolio: 101 or more users Portfolio size: 101 or more users

Tech Support Rep Review of Microsoft Dynamics CRM

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Likes Best

I like the fact that cases can be created automatically from email as well as posts on social networks like Twitter and Facebook. Microsoft can be very innovative.

Likes Least

While Microsoft can be innovative, they also have a tendency to release products before they are ready for public consumption, then find they have to either back track or work harder to fix the issues created. The product seems very functional and fairly user friendly. The only thing I would like to see is more attention paid to styling. It looks to be very plain vanilla standard Microsoft Outlook.

Recommendations

I would recommend getting demo orgs, or doing the test drives and signing up for any free sample orgs to work and play with before making a final decision. If your business process is not define prior to making your purchase, take the time to define it and solidify it before implementing a CRM. You will be happy you did!

 

from TAG
Specialty: Media
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

Is Dynamics Dynamite?

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Likes Best

You can tell MS is heavily invested in MSD. It is clean and easy for beginners to use.

Likes Least

It was easy to do basic things I needed. It was a little challenging to do more specific and high level tasks.

Recommendations

It is a good solution to start with and integrates well with other MS products but you can have challenges integrating with solutions outside of MS.

 

from CentricsIT
Specialty: Consulting
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

Good CRM system, but sometimes hard to customize

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Likes Best

The ability to integrate it with other Microsoft products and with most Marketing Automation platforms.
Easy to navigate between Leads, Contacts, Accounts and Opportunities.
The dashboard takes some practice to customize, but it allows visibility into many areas.
The ability to qualify a lead by completing a set of steps.

Likes Least

Workflows and forms are not as intuitive as I would've preferred.
Even though the CRM syncs natively with our Marketing Automation platform (Salesfusion), we found that a lot of customizations were still necessary, one of which being that the country field from our landing page forms did not communicate correctly with the country field inside Dynamics CRM because it was a drop down. The country field inside the CRM is a text field. As a result we had to create custom fields and map each country from the drop down to a unique ID from within the CRM...it ended up being a very time consuming task.
Filters are not very intuitive, and the advanced find seems hard for our sales reps to get a good grasp of and feel comfortable using.
Some settings only work in Internet Explorer, and it's not very efficient considering that Chrome is the mostly used browser.

Recommendations

View demos of other comparable solutions such as Salesforce, Saleslogix, SugarCRM, etc. and pick the one that best fits your business needs. Make sure you have a clear idea of what your needs are, how you want to segment your data (leads. contacts, etc.) and identify some pain points to discuss before picking a solution.

 

from Maxcdn
Specialty: Software / IT
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

Dynamics CRM overview

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Likes Best

Overall complete software with a lots of details than can hold together all company departments.

Likes Least

Out of focus for sales people with a few steps too much. Also could be a bit faster.

Recommendations

Try it and compare with other CRM solutions to see if it fits.

 

from Salesforce Consultant
Specialty: Telecommunications
Size of portfolio: 101 or more users Portfolio size: 101 or more users

Great but not the best

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I really like the feel of the application. It seems like they did a very good job of setting up the UI experience

Likes Least

The code base is a bit tricky, not as easy to manipulate as I would like from an admin perspective.

Recommendations

Pick at least 3 and test them out. I like to go with Sugar, Salesforce, and Microsoft for clients

 
 
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