3 out of 5.0, Reviewed Dec 1, 2016
Very helpful to have Vendor support on site before and during implementation to discuss needs/wants/workflow to help configure it for our organization, as well as troubleshoot on-site for issues that arose.
Need to focus on the groups/departments that will use the application
Fairly easy to use once it has been configured
Alot of custom configuration needed (at least for our organization)
Vendor needed more commitment to our project
Product would be customized more for the Support and IT side, opposed to our Network Management group who have underutilized the application
5 out of 5.0, Reviewed Nov 28, 2016
Microsoft was diligent in following up at the completion of the implementation.
Prepare users for anticipated expectation level.
The efficiencies created, and the ability to expand or integrate with other vendors.
There are a number of out of the box features that can be cumbersome and confusing. It would be best to turn off these features as the product allows.
We would probably eliminate one workflow that was later deemed redundant in nature.
4 out of 5.0, Reviewed Nov 17, 2016
Vendor is very capable and responsive, though expensive.
Know the skillsets of your users and organize appropriate training for them. In out case, the users were not very familiar with the use of excel reports. This required additional training and cost which were not anticipated in the original plans. I advise knowing your users and understanding the training needs prior to engaging the customer. I might be helpful to include the training needs in an RFP if this is your approach.
Very user-friendly and easy to navigate. The users are very happy and have requested additional modules of the application.
Nothing at this point
Communicated more effectively with the customer.
The vendor's communication approach was not very effective. Recommendation is for internal resource to oversee implementation and make sure that the communication between the vendor and customer is in tact. This was very helpful to us.
4 out of 5.0, Reviewed Nov 8, 2016
Dynamics provided a flexible platofrm that allowed us to easily tailor the look and feel of the screens to follow our sales process
The ease of screen modification ment that we were able to create a CRM process for the external sales tema that exactly mirrored the Customer Centric Selling process that we have adopted - this reinforced the selling process and also made the CRM system seem familiar and easy to use - aiding the implementation into the sales team who have resisted previous CRM attempts.
Ease of customisation, simple clear screens, good dashboards (easy to create and use)
Some glitches with shared mailboxes.
Explained some of the difficulties implementing the system with some of our older IT platforms (but maybe we didn't explin this well enough)
I would have made the change earlier. Show the sales team how the account management and tak amanagement functions help make their lives easy - this isn't about adding to their workload so that senior managers can watch over them!
5 out of 5.0, Reviewed Oct 25, 2016
Deployment of an on-prem CRM worked well. The only issues we ran into was with ADFS. Moving through mulitple versions of CRM have gone without any major issues. We were already heavy users of MS SQL, so this was the logical decision to make.
Seperate the CRM front end deployment from the SQL deployment, especially if you are hosting other databases in the same server.
Customizations of CRM can be done by a non-developer.
The move towards a touch screen interface without the option to change the UI can cause user adoptions issues for non-mobile device users.
Better code management and code updates. Stay only 1 or so rollback behind Microsoft. Falling behind multiple versions can cause issues when you need to update.
3 out of 5.0, Reviewed Oct 19, 2016
Implementation was okay. Would have been easier to upgrad if we had been on the latest version of On-Prem. Since go live...complaints on speed and have had some challenges with Microsoft keeping the application up one day. That is the biggest frustration.
Know your network bandwidth if moving from on-prem to online version.
Never have to do an upgrade ourselves again and will never risk falling to far behind on versions.
Microsoft not necessarily adhering to uptime policy. Minimal problem, but when it did happen it shook a lot of faith.
Wish they had more practice.
Nothing. Had to be done.
nice product...easy to budget.
4 out of 5.0, Reviewed Oct 19, 2016
The Microsoft CRM Online tool has a great mobile and web experience. My biggest issues are that Microsoft keeps improving the product but the partner community just doesn't seem to be able to keep up.
While the solution has alot of functionality, we really had to scale back the training and documentation so we wouldn't overwhelm our users with too much too fast.
Having different options for different users. Phone, Tablet and Browser all have their place. Phone and Tablet help simplify for occasional users while browser dashboards can be configured for power users.
The level of integration to other Office 365 admin tools is not there yet. Can assign licenses to user just like other O365 services but then have to go in and have each user acknoledge their O365 email address doesn't make sense.
Microsoft needs to do a better job of being prepared to support new Apple iPhone OS updates. They seem to trail by a few weeks causing compatibility issues. BYOD users tend to get the updates quickly and then have issues for a few weeks until MS catches up.
The only thing I could have done differently is to wait for the partners to catch up before starting the project. However, I'm not sure how that strategy would work long term. We could be waiting for quite a while.
The service from Microsoft can vary. Generally good in helping with product issues. But the having the mobile app support be weeks behind Apple's release is a real issue.
4 out of 5.0, Reviewed Oct 17, 2016
The product web version worked well. One of the key selling point was Outlook integration which does not work well because of all the plugins that outlook has and how they interact with each other. Mobility features are still not very well developed
We used one of the MS dynamics partner and have been getting required service and support. Our MS support is included with the overall MS suite.
4 out of 5.0, Reviewed Oct 17, 2016
Project was featured in Microsoft case study.
Have a better long-term M&O support model in place
Overall rating above average
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.