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Microsoft Dynamics CRM

Microsoft Dynamics CRM Reviews and Cloudswave Rating

  • 70

    Cloudswave Score for Microsoft Dynamics CRM

    Rating based on 40 Critic Reviews

    10 Favorable reviews
    71 %
    3 Mixed reviews
    21 %
    1 unfavorable reviews
    7 %
  • Lots of Customization and Functionality, but Complicated and No Integration

    We've been using Microsoft Dynamics CRM Online at our company for just over a year now, and while I can say that I've enjoyed its powerful tracking and customization features, overall it has been a pain to use because it is not very user friendly at first (steep learning curve for new CRM users) and any deeper customization requires programming know-how. Another notable issue is the fact that Dynamics basically does not integrate with anything, aside from Microsoft Office apps and Microsoft Outlook. As a smaller company that uses many different apps and software to handle our business processes (Google Apps for company email, Campaign Monitor for marketing, etc.), it can be frustrating to not have any integration options available with our CRM tool. Even if we could get a workaround through Zapier or IFTTT, that would be fine, but not even they have integration capabilities. Our only choices are paying for a pre-made software tool or bringing in our own programmer to make any necessary integration. If you are using Microsoft software and apps for the majority of your business activities (authorly Outlook), then Dynamics can provide a lot of value for your Sales team. Otherwise, is you're looking for a more flexible tool, you might be better off looking elsewhere.

    Pros : Powerful data tracking, simple user interface, good customization options, great for tracking complex orders, comes with templates (email, reports, sales documents), email integration available, social media integration available

    Cons : Difficult for new users to learn, support documentation and resources are scattered and not always relevant to your issue, customer support is hard to reach and not very helpful, tutorials only cover basic features when there is so much more, no integration with non-Microsoft apps without custom development.

    0 of 0 people found this review helpful

    Complex Application

    Microsoft Dynamics comes with a lot of services like an sales force automation, customer service, marketing management, and an extended CRM. If you are a small business and you are only looking for an excellent CRM this software might be a little bit too complex for your needs. It is very feature rich and easy to customize.

    Pros : Customizable, integration with Outlook

    0 of 0 people found this review helpful
    Read all reviews on GetApp
  • Microsoft Dynamics CRM 2013 is a large program and has many moving parts, which do require some configuration and effort to get working properly on premises. The online version should appeal to small and even medium-sized businesses with limited IT resources. Tight integration with Microsoft Office and other Microsoft offerings should make this a very appealing release for any organization looking to streamline their sales and marketing automation.

    0 of 0 people found this review helpful
  • Ease-of-use

    - Microsoft-oriented: if you use Office, you will find similar navigation rules.
    - Internet Explorer client: flexibility provided by web pages.
    - Process-oriented: guide you through your process steps.

    Functionality

    Some improvements could be done regarding the marketing features, but I think it is a decision from Microsoft to rely on external tools for that part.

    Product Quality

    As explained in the Like Best section, the application is close to perfection.

    Customer Support

    They release updates frequently. An external provider is needed for deploying the solution and training users.

    Likes Best

    Microsoft is a big player. They continually improve the product based on users' feedback. The tool is very versatile. Based on your needs, it can be quickly deployed without developer's intervention. If your needs are very specific, the tool is highly customizable. The last version is close to perfection. I would not enumerate the list of features.

    Likes Least

    The little flaws from previous versions were removed in the last update. More customizations can be done by a business analyst. The only thing is still the mass emailing features. You would need an external tool that could be integrated like Marketo, ClickDimensions, or MarketingPilot (which was recently bought by Microsoft).

    Recommendations

    You should ask yourself some questions:
    - Who will use the CRM tool?
    - How will your CRM needs evolve?
    - How can your CRM tool be integrated with your other applications?
    - What are the analytics features offered?
    - How will the users welcome and adopt the tool?

    Based on the answers, you will be able to find the best application matching your needs. All tools are different, each with its own strengths and weaknesses. The most important point is the flexibility. For example, if it requires two days for adding a fields, just run away.

    0 of 0 people found this review helpful

    Ease-of-use

    - Microsoft-oriented: if you use Office, you will find similar navigation rules.
    - Internet Explorer client: flexibility provided by web pages.
    - Process-oriented: guide you through your process steps.

    Functionality

    Some improvements could be done regarding the marketing features, but I think it is a decision from Microsoft to rely on external tools for that part.

    Product Quality

    As explained in the Like Best section, the application is close to perfection.

    Customer Support

    They release updates frequently. An external provider is needed for deploying the solution and training users.

    Likes Best

    Microsoft is a big player. They continually improve the product based on users' feedback. The tool is very versatile. Based on your needs, it can be quickly deployed without developer's intervention. If your needs are very specific, the tool is highly customizable. The last version is close to perfection. I would not enumerate the list of features.

    Likes Least

    The little flaws from previous versions were removed in the last update. More customizations can be done by a business analyst. The only thing is still the mass emailing features. You would need an external tool that could be integrated like Marketo, ClickDimensions, or MarketingPilot (which was recently bought by Microsoft).

    Recommendations

    You should ask yourself some questions:
    - Who will use the CRM tool?
    - How will your CRM needs evolve?
    - How can your CRM tool be integrated with your other applications?
    - What are the analytics features offered?
    - How will the users welcome and adopt the tool?

    Based on the answers, you will be able to find the best application matching your needs. All tools are different, each with its own strengths and weaknesses. The most important point is the flexibility. For example, if it requires two days for adding a fields, just run away.

    0 of 0 people found this review helpful
    Read all reviews on Software Advice
  • Microsoft Dynamics CRM Online is a user-friendly and affordable CRM software, particularly for Microsoft Office users. While there are some missing features, the product is still a simple solution with minimal headache and an appealing uptime guarantee.

    0 of 0 people found this review helpful
  • Microsoft Dynamics GP has grown substantially over its 25 years of existence, but its user interface and overall usability have not kept up with its considerable financial management capabilities, which can result in a challenging workflow.

    0 of 0 people found this review helpful
  • What do you like best?

    Our accounting folks like it and the inventory guys are happy...

    What do you dislike?

    Field structure for customer data is ridiculous. One field for name or company, a second field for company or name; data entry is random and haphazard. Duplicate accounts occur because no one can find the account after it's been put in.

    0 of 0 people found this review helpful

    What do you like best?

    This is a rock solid, enterprise level ERP system that has been a great fit for our medium sized company (450 million gross revenue, 4300 employees). We selected GP in 2005 and went live shortly after in 2nd quarter 2006. Like any ERP, there will be a learning curve - especially if you're coming from an ancient legacy system like we were. And like in any product selection, be sure to spend plenty of time in the development of your implementation plan. What I like best about GP is hard to single out - so I'll pick 3 things. First, I like how intuitive it can be to use. Accounting screens (GL, AP, AR, etc) are straight forward, feature rich, and easy to use. Second, I have also been very happy with their support. Third, there are literally hundreds of 3rd party "add-on" products to further enhance GP beyond the core functionality. In my experience, any ERP system that suggests it is the single turnkey solution for an organization isn't being honest (there are a few...

    What do you dislike?

    Like any product, there are downsides. However, many of the things I don't like are features / functions they never promised were there in the first place. For example, there is no way to deal with intercompany AR (without purchasing a 3rd party module) - a feature so critical to any multi-company organization that I'm really surprised it was never developed. Although their human tech support is fantastic, their CustomerSource database is very difficult to search / navigate. And I find their GP2013 web portal to be horribly complicated and incredibly confusing.

    0 of 0 people found this review helpful

    What do you like best?

    Powerful tool that has a lot of features, but in my somewhat limited experience I've had a very difficult time managing and setting up integrations

    What do you dislike?

    Tough to admin

    0 of 0 people found this review helpful
    Read all reviews on G2 Crowd
  • Microsoft CRM is still a minority when viewed among the entire Dynamics family which also includes four Enterprise Resource Planning (ERP) systems. However, while Dynamics ERP products are experiencing a stagnant or even downward trend, the CRM solution is showing aggressive growth.

    0 of 0 people found this review helpful
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