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sales-force-automation microsoft All Markets > Sales Force Automation

Microsoft

4.4 out of 5.0 (17 ratings)

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We have aggregated ratings data on Microsoft but all of our reviewers have opted out of sharing their qualitative review feedback. In certain cases we allow reviewers to withhold their qualitative review feedback from public view, in order to protect their confidentiality.
  • 4 out of 5.0, Reviewed

    Product(s): Dynamics CRM Online

    With MS Dynamics, Sales process is more streamlined and transparent.

    Overall Comment

    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.

    What one piece of advice would you give other prospective customers?

    Great application, easy to navigate interface, definitely within the pricing budget.

    What do you like most about the product or service?

    User interface and navigation.

    What do you dislike most about the product?

    Slow and takes time.

    What one thing do you wish the vendor did differently?

    Social media integration.

    If you could start over, what would your organization do differently?

    Not to maintain any excel sheets for daily activities.

    1 of 1 peer(s) found this review helpful.


  • 3 out of 5.0, Reviewed

    Product(s): Dynamics CRM

    Overall, this is a solid product, but need to have preferred vendor support for success.

    Overall Comment

    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.

    What one piece of advice would you give other prospective customers?

    Do not plan to implement without assembling the appropriate team and support ecosystem to ensure proper staffing to design, deploy, and maintain.

    What do you like most about the product or service?

    it is quite flexible.

    What do you dislike most about the product?

    the database schema is insanely complex and overly relies on GUIDs in a painful way.

    What one thing do you wish the vendor did differently?

    warned us of potential pitfalls given our intended use.

    If you could start over, what would your organization do differently?

    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

    Product(s): Dynamics CRM

    an agile well maintained and advancing platform open to customization and integration

    Overall Comment

    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.

    What one piece of advice would you give other prospective customers?

    Embrace what you can do with the product, and do not stop at what comes out of the box or off of the shelf.

    What do you like most about the product or service?

    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.

    What do you dislike most about the product?

    The push to the cloud and the fact that there are offerings in the cloud that will not be supported on-premise.

    What one thing do you wish the vendor did differently?

    Embrace my on-premise implementation as fully as they are backing the cloud with enhancements.

    If you could start over, what would your organization do differently?

    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.

    Product capabilities - overall comment

    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.

    Service & support - overall comment

    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.

    Integration & Deployment - Overall comment

    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

    Product(s): Dynamics CRM

    Implementation was efficient, intuitive and delivered multiple integration points.

    Overall Comment

    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.

    What one piece of advice would you give other prospective customers?

    Keep it simple, dont reinvent the wheel and use out of the box funcionality while changing internal processes to make your implementation efficient.

    What do you like most about the product or service?

    Ease of operatioons and maintience. The ability to easily integrate with all our different applications.

    What do you dislike most about the product?

    The lack of native integration points with other core products in thier portfolio.

    What one thing do you wish the vendor did differently?

    Provide more integration native integration with thier other products.

    If you could start over, what would your organization do differently?

    If we could have move to the cloud in 2011 we would have.


  • 5 out of 5.0, Reviewed

    Product(s): Dynamics CRM

    Selecting Microsoft Dynamics CRM was the best business decision I ever made.

    Overall Comment

    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.

    What one piece of advice would you give other prospective customers?

    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.

    What do you like most about the product or service?

    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.

    What do you dislike most about the product?

    Limited service offerings directly from Microsoft.

    What one thing do you wish the vendor did differently?

    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.

    If you could start over, what would your organization do differently?

    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.

    Service & support - overall comment

    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.

    Integration & Deployment - Overall comment

    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

    Product(s): Dynamics CRM Online

    Microsoft is not longer our vendor, it is our partner.

    Overall Comment

    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.

    What one piece of advice would you give other prospective customers?

    Stop adhering to the old world and its ways of functioning. We live in an agile world and need dynamic robust tools.

    What do you like most about the product or service?

    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.

    What do you dislike most about the product?

    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.

    What one thing do you wish the vendor did differently?

    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.

    If you could start over, what would your organization do differently?

    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

    Product(s): Dynamics CRM

    Great product and roadmap, will be migrating to the online version soon.

    Overall Comment

    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.

    What one piece of advice would you give other prospective customers?

    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.

    What do you like most about the product or service?

    It gives me the functionality I need on a platform that is familiar at a competitive price.

    What do you dislike most about the product?

    No financial incentive to migrate from on premise version to the online version. It is tough to walk away from that investment.

    What one thing do you wish the vendor did differently?

    I wish the mobile application was customizable like the web app.

    If you could start over, what would your organization do differently?

    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.

    Integration & Deployment - Overall comment

    Works great with SSIS and SQL Server in general for moving data around.


  • 3 out of 5.0, Reviewed

    Product(s): Dynamics CRM

    Extremely powerful SFA platform but not as easy for non-developers to customize.

    Overall Comment

    Features of MS CRM are behind our previous Salesforce.com solution.

    What one piece of advice would you give other prospective customers?

    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.

    What do you like most about the product or service?

    Ability to integrate tightly with other Microsoft technology platforms.

    What do you dislike most about the product?

    The skillset it takes to make tight integrations and customizatios to CRM.

    What one thing do you wish the vendor did differently?

    Scoped the project better.

    If you could start over, what would your organization do differently?

    Consider hosted deployment versus on premises.


  • 5 out of 5.0, Reviewed

    Product(s): Dynamics CRM

    implementation and integration was easily handled

    Overall Comment

    User friendly screens. Very easy integrated with core system and other systems that we use. Version upgrades were easily handled. Strong vendor support.

    What one piece of advice would you give other prospective customers?

    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.

    What do you like most about the product or service?

    easy integration with other systems.

    What one thing do you wish the vendor did differently?

    We did not phase any problems with the vendor.

    If you could start over, what would your organization do differently?

    We would add an interior program developer too, aside from the third party developers, to learn about developing codes on Microsoft Dynamics CRM platform.


Ratings Overview

1 2 3 4 5
Section
1

Evaluation & Contracting

Overall rating of product evaluation and contract negotiation

(15)
4.5

Ability to understand your organization's needs

(17)
4.2

Timely and complete response to product questions

(16)
4.4

Pricing and contract flexibility (pricing and terms)

(15)
4.3
1 2 3 4 5
Section
1

Integration & Deployment

Overall rating of integration and deployment

(17)
4.4

How long did your deployment take?

0 - 3 months (<3)

3 - 6 months (<6)

6 - 9 months (<9)

12 months or more


Availability of quality 3rd-party resources (integrators, service providers, etc.)

(16)
4.6

Ease of integration using standard APIs and tools

(17)
4.5

Quality and availability of end-user training

(16)
4.4

Ease of deployment

(16)
4.5
1 2 3 4 5
Section
1

Service & Support

Overall rating of service and support

(16)
4.4

Did you purchase a support package from vendor?

Yes

No


Was the support package worth it?

Yes

I'm unsure


Timeliness of vendor's response

(15)
4.5

Quality of technical support

(15)
4.5

Quality of peer user community

(14)
4.5
1 2 3 4 5
Section
1

Product Capabilities

Overall rating of product capabilities

(17)
4.5

SFA system’s performance

(17)
4.6

Tablet Capabilities

(16)
4.3

Smartphone Capabilities

(13)
4.2
1 2 3 4 5
Section
1

Additional Context

What was the nature of your involvement?

Executive Sponsor

Vendor/Product Selection

Vendor Management

Development/Integration

Functional Assessment

Implementation, Maintenance or other IT support

Application Lead

System Administrator

Technical Assessment

Business Analysts

Analytics Team Leader

End User Support Manager

User Training

Other...


Why did you purchase the software or service?

Create internal/operational efficiencies

Improve business process agility

Enhance decision making

Improve customer relations/service

Drive revenue growth

Improve business process outcomes

Reduce time to market

Cost management

Drive innovation

Improve compliance and risk management

Improve supplier or partner relations


What were the key factors that drove your decision?

Product functionality and performance


In which region(s) did your deployment take place? Multiple responses allowed.

North America

Europe, Middle East and Africa

Asia/Pacific

Latin America