3 out of 5.0, Reviewed Aug 16, 2016
Dynamics is unwieldy and difficult to work with--this is likely due to the number of custom integrations that we had to build. Also, it doesn't integrate seamlessly with HubSpot and other applications.
Make sure you identify current as well as future needs. It's difficult to switch CRM platforms once you make an investment in any one solution from a vendor. In many cases, customizations are unavoidable if your business has unique requirements.
Improve the number of integrations applications supported.
If we didn't build so many custom integrations, we would have adopted Salesforce instead.
Product addresses most needs, but the lack of extending views and CRM to partners and VARs impact usefulness.
4 out of 5.0, Reviewed Aug 16, 2016
Implementation and use was easy for the development staff and reduced development cost.
ensure customers have a clear understanding of the requirements needed.
ensure the use cases for using CRM adequately covered the majority of customer needs.
I have no interaction with the support aspect.
3 out of 5.0, Reviewed Aug 15, 2016
On-premise installation required much effort to maintain. Looking to migrate to CRM cloud.
CRM is a popular product and there is a large user community to draw experiences from.
Make available architects help migrate to CRM cloud.
Less customization and put more effort to migrate to cloud version. Fully utilize other capabilities of the product rather than using it as primarily a form data capture application.
We find that we often know more about the software than the people assigned to help us fix isues.
5 out of 5.0, Reviewed Jun 7, 2016
Product was very customizable/configurable.
Understand your current business processes FIRST.
Provide more onsite assistance.
Incorporate more organizational change management.
Deployment was challenging due to our internal resources.
4 out of 5.0, Reviewed May 12, 2016
Solid CRM system that has continuously improved over last several year.
Understand integration needs and complexity required.
Lack of scalable OOB content management capabilities for large enterprises.
Focused on mobile security earlier.
4 out of 5.0, Reviewed Apr 28, 2016
We purchased the product as a platform to build upon as our needs as a law firm differ somewhat from mainstream use of CRM systems. The implementation has gone very well so far. We used a Microsoft Partner to assist with the implementation and training. We are in the process of final configuration and development of a custom interface to help general usability.
Even if you plan to do the implementation and customization in-house it is worth having a partner assist and at least provide enough training for developers and support staff to enable them to do what is needed.
It seems infinitely customizable. After a few days of training our developers appear to be comfortable doing what is needed to customize and integrate with the system.
The interface is somewhat quirky and unintuitive.
Nothing comes to mind.
Stronger involvement from our Marketing department. Determining what would address specific functionality out-of-the-box vs. customization was sometimes difficult to determine.
4 out of 5.0, Reviewed Feb 18, 2016
It was a good experience. Not excellent. We are fairly new to it though.
Sales pitch makes it sound like you can do anthything in CRM. Not the case.
Cloud, fairly easy to use, integration with office 365.
I don't like the rollup functionality on the Parent child relationships with accounts. I feel like they stopped half way.
Needs more features.
I think we would make the same decision.
The capabilities are descent. I think there is a lot of room for improvement.
Pretty dissatisfied with CRM support when it comes to microsoft. It takes a while for responses and the support we get usually isn't very good.
I think the integration and deployment went well.