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 - Manager Dashboard
 
  • Microsoft Dynamics CRM - Manager Dashboard
    Manager Dashboard
  • Microsoft Dynamics CRM - Account Entry Screen
    Account Entry Screen
  • Microsoft Dynamics CRM - Campaigns & Newsletters
    Campaigns & Newsletters
  • Microsoft Dynamics CRM - Account Report
    Account Report
  • Microsoft Dynamics CRM - Account At a Glance
    Account At a Glance
  • Microsoft Dynamics CRM - SharePoint Integration for Document Management
    SharePoint Integration for Document Management
Supported Operating System(s):
Windows XP, Windows Vista, Windows 7, Windows 2000

26 Reviews of Microsoft Dynamics CRM

 

from Crestwood Associates LLC
Specialty: Consulting
Size of portfolio: 51 to 100 users Portfolio size: 51 to 100 users

Great Contact Management, Marketing, and Sales Tracking System

Ease-of-use

Functionality

Product Quality

Customer Support

N/A

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Customer Support
Support
Likes Best

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.

Likes Least

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.

Recommendations

Think about what your dream system would do, and what information you want to be able to get out of it. Strongly consider the cloud option. And if you are looking at CRMOnline, save yourself a ton of time and get Office 365 if you don't already have it. They integrate and work really well together.

 

from Navitus Health Solutions
Specialty: Healthcare / Medicine
Size of portfolio: 101 or more users Portfolio size: 101 or more users

Microsoft Dynamics CRM 2011

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Customer Support
Support
Likes Best

It is easily customizable, easy to pickup for administrators and can be managed by super users.

Likes Least

Marketing could be enhanced as could the ability to use it for a customer call center environment natively.

Recommendations

Get in and get your hands dirty. Try to customize the application through a POC environment so that you can truly see what is necessary to manage the application. You will be doing customizations frequently. Find a vendor that has completed the implementation for a business similar to yours so they are familiar with the general business practices.

 

from marketsource
Specialty: Other
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

Microsoft Dynamics CRM

Ease-of-use

Functionality

Product Quality

Customer Support

N/A

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Customer Support
Support
Likes Best

It has a familiar look that is standard across all Microsoft products. It is intuitive to use because the dashboard has the same layout as Microsoft Word or Excel.

Likes Least

Navigation requires so many clicks, and that slows me down whenever I switched between processes.

Recommendations

It is a quick and simple solution for someone looking to execute the most basic of processes on a CRM software.

 

from LDS Church
Specialty: Software / IT
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

Dynamics CRM review

Ease-of-use

Functionality

Product Quality

Customer Support

N/A

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Customer Support
Support
Likes Best

I like the ease of use. I did not need to take a lot of time learning how to use product.

Likes Least

Load times can be slow at times when going from order to order.

Recommendations

Try to speed up the loading process from window to window.

 

from Rotek Incorporated
Specialty: Manufacturing
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

Raving Microsoft Dynamics Fan!

Ease-of-use

Functionality

Product Quality

Customer Support

N/A

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Customer Support
Support
Likes Best

1) Ease of use---specifically ease of customizations, workflow development and incredibly intuitive.
2) Access to free training tools
3) Marketing automation add-on (ClickDimensions in our case). Also very easy to use.

Likes Least

The Outlook version is "glitch" prone---constently have to reconnect our users.

Recommendations

I was an end-user of Salesforce. I'm our administrator and an end user for Dynamics--in my opinion, there is no comparison between the two.

Find a good third party partner for deployment and on-going ad hoc support.

 

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

It will help your business become more efficient!

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Customer Support
Support
Likes Best

CRM makes our marketing and contact strategy very focused and efficient.

Likes Least

CRM does not provide simple options for customization and is sometimes difficult to learn.

Recommendations

I would recommend a trial use if possible. I would also recommend spending a decent amount of time and resources training personnel on how to use CRM. If they don't know how to use the software effectively, then there is no point in spending the money.

 

from The Church of Jesus Christ of Latter-day Saints
Specialty: Software / IT
Size of portfolio: 21 to 50 users Portfolio size: 21 to 50 users

Useful for app migrations and upgrades

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Customer Support
Support
Likes Best

The product has allowed our teams to take legacy business applications and easily replace them with a solid technology stack. The support, consultants, and platforms are all good and worthwhile. It has provided immense value from an enterprise and support perspective.

Likes Least

As with any COTS application, not every piece of functionality is provided. In our case, certain aspects of legacy applications being replaced were not provided OOB. This requires some customization. It's not impossible, but it is worth considering, especially if your business is sensitive to process and cannot readily adapt.

Recommendations

I recommend forming a partnership with a good consulting company and relying on their expertise. This is a large platform with rich features and functionality, and in order to utilize it in a more efficient and effective manner, I would try and rely on experts, especially if your goal is to replace legacy applications with something more robust and enterprise-worthy.

 

from Venture Engineering & Construction
Specialty: Engineering
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Quite Robust and cumbersome when not customized for your needs

Ease-of-use

Functionality

Product Quality

Customer Support

N/A

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Customer Support
Support
Likes Best

What can't Dynamics CRM do? Straight out of the box, it does quite more than what we needed it for. What I liked best was the plethora of templates for e-mails that could be added specifically for certain users.

Likes Least

Dynamics CRM honestly does need set up by a third party for your specific company's needs. Straight out of the box is overwhelming.

Recommendations

If you're looking to invest with a 3rd party and have the software tailored to your needs, this is great! If you're using it out of the box, it's expensive and quite cumbersome/complicated compared to other options available.

 

from LDS Church
Specialty: Distribution
Size of portfolio: 101 or more users Portfolio size: 101 or more users

Microsoft Dynamics CRM - Easy to use and afforable

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Customer Support
Support
Likes Best

The reporting capabilities can't be beat. They also recently updated their UI, which acts a lot more like Windows 8.1. It's easy to use, and their technical support is there to help when you have problems.

Likes Least

I'm nervous that it may be a niche product and may become irrelevant over the next few years. It also doesn't use the standard programming languages (which may be good or bad). Instead, users must use the platform to program/design new user stories.

Recommendations

Make sure that Dynamics CRM is the right tool for you before investing in it. We were told that the platform would do anything we needed it to, but that's not fully the case. For customer relations, however, it can't be beat.

 

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

Not too shabby.

Ease-of-use

Functionality

Product Quality

Customer Support

N/A

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Customer Support
Support
Likes Best

What is nice about Microsoft Dynamics CRM is that there are no pesky pop-ups. Also there are easily accessible contacts and accounts. Once you choose the account, the most recently used items appear which gives easy mobility. Plus, there are related links for each account, making it fairly personalized. The layout is resembles the typical microsoft format. One cool feature is the new command bar instead of the ribbon. It has 7 items on it. Another great feature is the dedicated home page. Overall, a great program to help your business.

Likes Least

Although I included it in the pros section, there is also a downfall to the new command bar. It may look nicer, but it does only have 7 functions on there. It can be a little tricky when you are unexperienced with the program.

Recommendations

It takes a while to get used to/learn how to use this program. Overall, you have to play around with it a little before you learn all the neat functions available.

 

from Yodle
Specialty: Advertising
Size of portfolio: 101 or more users Portfolio size: 101 or more users

Reliable, Nuanced, and Helpful

Ease-of-use

Functionality

Product Quality

Customer Support

N/A

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Customer Support
Support
Likes Best

I enjoy the various options it provides me when fulfilling my day-to-day business needs. It allows me to drill down on certain specific accounts and to create accessible pivot tables to showcase what I need.

Likes Least

Like all types of intensive software, there is a ramp up period that requires a learning curve. The best way to learn is to get in and work with the product.

Recommendations

Understand that it will take time to find the best way to utilize this product. There are a multitude of ways you can accomplish what you want with this software, but you'll need to play around with it.

 

from Gorilla Jack
Specialty: Consulting
Size of portfolio: Single user Portfolio size: Single user

Review of Microsoft Dynamics CRM

Ease-of-use

Functionality

Product Quality

Customer Support

N/A

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Customer Support
Support
Likes Best

The product has been both helpful and valuable asset to mu company and data entries. It is a great and easy to follow program.

Likes Least

That is a hard question as I have so far liked all aspects of the program and its function Most people do not like the cost, so if anything that would be my answer.

Recommendations

Anyone who is looking for a new or different software should consult with peers, friends and others. A good way is also to go online and read reviews and see if the program seem like a fit for you.

 

from Tree Moble CO
Specialty: Other
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

Not the best option from personal experience.

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Customer Support
Support
Likes Best

From when I had used it, the price was nice perk in contrast to other software programs. I might say that is what I miss most about it.

Likes Least

Dynamics goes through frequent updates that required me to constantly learn and keep up to date. Whenever training documentation was made for new hires, we would have to recreate it because of a major software update that came out of no where.

Recommendations

If you decide to go with any software, you should always be ready to make any major changes in the future, like switching software programs. Be sure to implement procedures in your business to adjust to updates.

 

from Houbolt Real Estate
Specialty: Retail
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Microsoft Dynamics CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Customer Support
Support
Likes Best

This product was simple to learn and utilizes all abilities. It is simple enough that I can teach other employees. It was straight to the point, which made everything easily accessible.

Likes Least

The software could have been developed a little more.

Recommendations

Recommendations for others evaluating this software are that it saves time and works efficiently.

 

from Designer
Specialty: Consulting
Size of portfolio: Single user Portfolio size: Single user

CRM data saver in my field

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Customer Support
Support
Likes Best

Great for tracking data entered that I have to keep track of. Easy diagrams and graphics.

Likes Least

I cannot think of what I like least. Sometimes, work is work, and that may be the thing that I least like to do, but this helps me.

Recommendations

I would say read reviews, ask co-workers, friends, and family members in the field what they use.

 

from Sales Rep United
Specialty: Other services
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

Great fit for our Sales Reps

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Customer Support
Support
Likes Best

We found that the CRM added convenience and structure to our sales core.

Likes Least

It's a great fit for our unit, but I could see how a larger firm would not benefit from the flexibility of the software.

Recommendations

The value it has added to the firm is an important question. For us, it was convenience and structure.

 

from Counseling Associates
Specialty: Other services
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

#1 CRM Software

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Customer Support
Support
Likes Best

The work areas are very accessible and fully integrated with Office 365 to streamline the user experience while multitasking.

Likes Least

There's nothing really, except the amount of training hours required for implementation.

Recommendations

Integrate Microsoft products, including Windows 8, into your user experience to maximize the software's potential to effectively implement a single data management system across several platforms.

 

from Cortez Investments
Specialty: Banking
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

Difficult to get started, but great benefits once integrated.

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Customer Support
Support
Likes Best

Many implementation options provide your firm with many possibilities for using the system as your CRM. The upfront expense is large, because you will spend a lot of money and time developing the system to your needs. But it's helpful once implemented.

Likes Least

There is a steep learning curve and it is time consuming to effectively learn the software. Training is time consuming and completely necessary for all users.

Recommendations

Be prepared to spend a lot of time in training (all employees actively using product).

 

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

Great but complicated.

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Customer Support
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

Functionality

Product Quality

Customer Support

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Customer Support
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.

 
 
Write a Review
In just fifteen minutes, the experts at Software Advice can help you narrow down the right software for your organization. Call us for a Free FastStart Consultation: (888) 234-5132
Call us for a Free FastStart Consultation: (888) 234-5132