4 out of 5.0, Reviewed Jun 29, 2016
Implementation and user profile setup was very easy. Overall it is good that we can have all the information related to the client at a single place. We can keep track of our daily activities and act on them. Makes the job easy with reminders and notifications.
Great application, easy to navigate interface, definitely within the pricing budget.
User interface and navigation.
Slow and takes time.
Social media integration.
Not to maintain any excel sheets for daily activities.
1 of 1 peer(s) found this review helpful.
3 out of 5.0, Reviewed Jun 16, 2016
The product does what it is supposed to, but we would have benefitted from more appropriate guidance upfront in selection and employment of the best of breed strategic 3rd party vendors to enable and power our use of the CRM application as our platform of our system solution being developed.
Do not plan to implement without assembling the appropriate team and support ecosystem to ensure proper staffing to design, deploy, and maintain.
it is quite flexible.
the database schema is insanely complex and overly relies on GUIDs in a painful way.
warned us of potential pitfalls given our intended use.
Work closely with strategic partner vendors recommended by the vendor from Day 1 in the design and plan of attack to utilize CRM platform in our solutions stack.
4 out of 5.0, Reviewed Apr 28, 2016
We are very happy from an overall perspective. As it is an ongoing process we feel that 4 is a better answer than perfect. Microsoft is engaged in our success and is a very supportive partner. We firmly believe in MS CRM. We needed an agile well maintained and advancing platform that was open to customization and integration to drive the front end of our business.
Embrace what you can do with the product, and do not stop at what comes out of the box or off of the shelf.
The ability to extend and integrate the product is probably our favorite piece. This is on top of the fact that it is a best in breed performer for account and activity management.
The push to the cloud and the fact that there are offerings in the cloud that will not be supported on-premise.
Embrace my on-premise implementation as fully as they are backing the cloud with enhancements.
We would spend more time on the front end building the Microsoft relationship. It is in place, and we are fully partnered at this time.
The product is excellent. Base functionalilty is on par with the other products offered in the market. The ability to easily extend and customize the product to meet our needs is of great value. The vendor's commitment to the continuing enhancement of the product is a big plus.
It is Microsoft. Support can takle a bit to line up if you go through the normal channels. Build your relationships and shake the trees when you need support. The CRM team is very helpful.
The product isd relatively easy to install. There is a wealth of available resources to support the product. There is a great user community and a solid support system in place at the vendor for implementation.
4 out of 5.0, Reviewed Apr 26, 2016
Overall we have a very good working relationship. Our questions have been answered in a timely manner and our thoughts around product improvements are considered and sometimes implemented.
Keep it simple, dont reinvent the wheel and use out of the box funcionality while changing internal processes to make your implementation efficient.
Ease of operatioons and maintience. The ability to easily integrate with all our different applications.
The lack of native integration points with other core products in thier portfolio.
Provide more integration native integration with thier other products.
If we could have move to the cloud in 2011 we would have.
5 out of 5.0, Reviewed Apr 26, 2016
Thanks to the Microsoft platform we have drastically streamlined key business processes which has resulted in much more time for our revenue producers to do what they do best - sell. These changes have also helped enhanced reporting capabilities, marketing results, and overall adoption of the platform.
Reach out to existing customers before jumping into a solution. I recommend attending conferences, workshops, or user group meetings so you can have a conversation with existing customers already using the solution. Marketing materials are great but client testimonials are priceless.
Ease of use. Microsoft Dynamics CRM sits directly within the Outlook client and users absolutely love that. Upon implementing the product, we took away users primary excuse of having to log into another system. We have also been able to consistently release enhancements without providing additional training which shows the power of the platform.
Limited service offerings directly from Microsoft.
I wish they had been more hand on with their client base. They are one of the best at making world-class solutions, just not supporting them.
We would not do much differently. We selected the right platform (Microsoft) and we also selected Hitachi Solutions to help us manage the change. I'm happy to say I'm beginning to build out a team due to increased usage across various multiple teams.
After recently engaging my account team due to recent adoption, the Microsoft team has been very proactive in addressing our emerging needs. We view them as a partner that is integral to our success.
The Microsoft Outlook integration speaks for itself. That integration immediately took away the number one excuse for sales and service team members when "logging" into CRM. The product is so user -friendly we felt confident we could have rolled out Microsoft Dynamics CRM without any training. We offered a two-hour training session on the launch date and the users have not looked back since.
4 out of 5.0, Reviewed Apr 22, 2016
Microsoft is a partner which listens very carefully to our requirements and now implemented, in well-measured doses and our wishes. This innovation has driven evergreen approach which convinced us.
Stop adhering to the old world and its ways of functioning. We live in an agile world and need dynamic robust tools.
Today we can entirely rely on the operation of Microsoft services. This gives us the opportunity to focus on our business. Especially the seamless integration (interoperability) in the other Microsoft services opens up new value-added services for our customers, partners and employees.
The licensing program is no longer up to date and the resulting hierarchical security roles do not fit the cloud approach. The service is at the beginning of new working, thus are functions with potential not available in all entities.
Microsoft fragmented acquisitions appeared haphazardly in the beginnig. Then they turned out to be profit for the platform. But the integration in the Microsoft standard took too much time.
We would start questioning our old structures sooner and not try to distort a system (Dynamics CRM) for our old crusted claims. They cut off old braids occurred too late on our side and impeded us.
5 out of 5.0, Reviewed Apr 18, 2016
The Dynamics CRM platform has turned out to be a wise choice. The implementation went as expected. The system is being invested in. The sales team is good to work with. The roadmap and vision seems to be headed in the right direction and we don't need to have any APEX developers.
A CRM implementation is an opportunity to understand your sales and marketing teams' processes. Don't just stand it up and throw it over the fence. Adapt it to what the business needs so the users will realize the value of the system and adopt it as a solution.
It gives me the functionality I need on a platform that is familiar at a competitive price.
No financial incentive to migrate from on premise version to the online version. It is tough to walk away from that investment.
I wish the mobile application was customizable like the web app.
I wish we would have started on the online version. That is where the future is and the product development investment is there as well.
Works great with SSIS and SQL Server in general for moving data around.
3 out of 5.0, Reviewed Apr 15, 2016
Features of MS CRM are behind our previous Salesforce.com solution.
Ensure you have strong development team in place for anything more than simple customizations. MS CRM is a lot more like a software application than most any other SFA tool you will find. That makes it much easier to connect to other data sources, but it changes the skills you'll need to manage it.
Ability to integrate tightly with other Microsoft technology platforms.
The skillset it takes to make tight integrations and customizatios to CRM.
Scoped the project better.
Consider hosted deployment versus on premises.
5 out of 5.0, Reviewed Apr 15, 2016
User friendly screens. Very easy integrated with core system and other systems that we use. Version upgrades were easily handled. Strong vendor support.
We advice them to analyse their need very carefully and know what to expect from the tool and the vendor. And we would advice not to convert the whole system all together but to split into logical phases.
easy integration with other systems.
We did not phase any problems with the vendor.
We would add an interior program developer too, aside from the third party developers, to learn about developing codes on Microsoft Dynamics CRM platform.