Microsoft Dynamics CRM
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Microsoft Dynamics CRM

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3.5 out of 5 stars
38 6.6 / 10
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Microsoft Dynamics CRM automates sales, customer service, and marketing. xCRM enables extensive customization. Deploy online or install on premises.
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Microsoft Dynamics CRM Reviews (58)

Powerful integration wtih Outlook enables users to track email, appointments, tasks, and contacts into the system to be shared with other users. The UI looks very... Read More
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Wyeth Jones
Consultant in Biotechnology
Disclosure: I work for a company whose sole business is Dynamics CRM Dynamics CRM is far more than the "CRM" would indicate. Whilst it had its origins in a... Read More
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Tim Pratt
Consultant in Research
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Reviewed

Microsoft Dynamics CRM - strong usability for good value

What do you like best?

Integration to Microsoft products: outlook/sharepoint/SQL server, ability to stay on premise, ease of use to end users/great UI. 2011's changes making it so Small / Midsized companys not having to be so dependent on 'developer' assistance for non-developer level work --> more power and ease to make changes in house (saves $). Ease of creating dashboards.

What do you dislike?

Little things like not being able to modify a view by control clicking several columns at once to remove or add. Reporting services can be a bit tempermental, but for quick basic reporting - wizard does a decent job. Miss tabs of 2007 vs continual scroll. (personal preference)

Love that it synchs with outlook - the setting up of synch rules can be a bit tricky, wish there were more options on 'when to synch categorys'

What business problems are you solving? What benefits have you realized?

Sales cycle analysis. Time between lead to sale, based on future client types and/or demographics. Executive over view of all leads in process, time between milestones, quick glance stats - next action item, last touch, etc.,

Marketing piece effectiveness - ROI by piece distributed.

Lead source analysis.

shared knowledge base improves client support

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Validated Review

Microsoft CRM as a tool to work with most business processes

What do you like best?

The CRM platform for Microsoft has come a long way. With the latest release of 2013, I believe Microsoft has arrived as the premier CRM source. I have implemented this software in almost every business case and the end users love it.

What do you dislike?

The Marketing platform for CRM leaves little to be desired. We have used 3rd party software for marketing which integrates well with CRM.

Recommendations to others considering the product

Whether you are looking for an on-premise or hosted solution, this software takes the cake

What business problems are you solving? What benefits have you realized?

We use the CRM platform for Sales, Marketing, and case resolution. Having all of this data housed in one place has made reporting and analytics much easier for our company.

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User in Machinery - Microsoft Dynamics CRM Review Author
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VP of Sales small company used it for just over 1 year

What do you like best?

Nothing, raw google is a more effective tool then Dynamic CRM and yes I have the latest 2013 update, it sucks!

What do you dislike?

It is cumbersome, crashes repeatedly does not seem to be compatible with Internet explorer or Windows office including outlook, Requires that you open three to four windows to get to the information you want. It is not intuitive at all. This is the worst software I have ever used

What business problems are you solving? What benefits have you realized?

Dynamic is a business problem! It takes 2 to 3 times longer to do simple tasks.

Used Goldmine for many years it had issues but nothing like Dynamic, it was much easier to use.

I really really hate this software, I do not dislike it I HATE IT !!!

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Validated Review

User Experience for Microsoft Dynamics CRM

What do you like best?

Provides a solid platform for tracking the sales cycle. Enables me to enter hundreds of leads and the important information pertaining to those leads. The function I most often use is "Activity / Task" which allows me to track all meetings, phone calls, emails and events associated with each lead. When integrated with Microsoft Outlook, the Activity / Task can be updated to alert me on the exact time / date of the next scheduled activity. My firm also allows us to use Microsoft CRM to view leads and opportunities of other sales people (so no one is stepping on each other's feet), providing great transparency throughout our company.

What do you dislike?

The actual process of entering a lead and updating the lead to opportunity / client / work completed is tedious. I usually have to spend a few hours on the weekends or later at night updating my CRM so that I am not wasting the precious business-day hours.

Recommendations to others considering the product

From what I hear around our office, it just depends on the user preference. Some of my co-workers still use ACT or Salesforce because they could not handle the transition to Microsoft CRM.

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Reviewed

Great way to track historical data

What do you like best?

Once you tag a contact or email within CRM any and all communications are stored under that account. It stores all contact information about the business and/or management group for future reference.

What do you dislike?

The plug-in's for this system can put a lag on the system causing display and refresh issues. Storage seemed to be an issue when working with a larger employee based company.

What business problems are you solving? What benefits have you realized?

We are able to track changes in management for our accounts, review the historical emails and information for specific accounts and store documents that needs to be shared company wide. You can personalize templates being sent out to CRM contacts.

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