Great customizable software but a pain to learn/set up!
Overall this can be a fairly complicated software if you're used to more simple PM websites like Trello or Teamwork Projects. However, it is so customizable that it will basically work for any type of industry you're in. It helps us see all of our data, projects, production, and customer service in one spot instead of using different websites/softwares for each aspect of the business. I would highly recommend Dymanics, but go through their internal team to get it set up and take some training sessions first.
This is by far the most customizable project management software I have ever used. It helps keep our entire team on track, from the customer service to product team. We are able to write all the necessary information into every single job and track where it is in our system. We love the ability to tailor this platform to our specific needs. You can pretty much make this software work for any type of company you're working in.
This can be extremely frustrating and take a long time to set up and learn. If you transfer information over from a previous PM software, be prepared for a ton of copying & pasting. Luckily the Dynamics internal team was able to set everything up for us with a little direction, and we were back a forth a lot to get the platform to where we wanted it to be. After that, it took many tutorials and training sessions to learn all the ins-and-outs of the website, but it was worth it in the end.
Dynamics in a league of it's own
I have tried other CRM's in my career but none of them come close. The future of this product is incredibly bright and the cost to entry is so low that there is no reason not to give it a shot if you think it can help you. The Microsoft account management team will work with you to find the right fit for your needs and set you up for success.
I have used this software for over 7 years and over those years have seen it grow and improve at a remarkable rate. With the introduction of Flow/Power Automate and Canvas Apps the abilities of this business application stack are unmatched. You are truly only limited by your own imagination. Microsoft provides great account management resources that will help keep you on the cutting edge.
From a price perspective, Dynamics is very competitive. What you get out of the box cannot be touched by any competitor namely, Salesforce. You will spend a fortune to get the same utility from a Salesforce implementation.
Salesforce and competitors also do not have anything like Azure. Having all of your business application ecosystem under such an umbrella is incredibly powerful.
I have had less than ideal interactions with support. Mostly they are positive but often times they don't typically know enough about the product and will ask me for information that i already provided in detail upon initial case submission. That being said, this product is innovating and improving so much you can't possibly expect all the people supporting it to be 100% on top of their game. They SHOULD be but realistically you are going to run into people that are just intermediaries between you and someone that can actually help. This isn't really a Dynamics issue at all but you will need to rely on support if you go with an online installation.
This product settles on choices simpler in light of the fact that the incorporated information is ac
Dynamics enables firms to join the current advanced period, and this cultivates the procedure of basic leadership, and encourage development. With Dynamics, it is anything but difficult to foresee the customers needs, and this empowers firms to get ready satisfactorily on the most proficient method to manage their clients. Elements is a simple to utilize apparatus, which is ingenious and rich. I cherish Dynamics capacities and abilities.
Simple to utilize, not costly, and easy to explore.
Reconciliation with Outlook accessible for messaging. Its layouts are exceptionally helpful for comunicate news or tips to a business group. Coordination with other Microsoft items is extraordinary as well.
Simple to redo, even a non-specialized individual can make new contacts, accounts,etc will be simple with Dynamics, no programming learning required.
Client support is great with the FAQ and choices that are truly required.
I can mass information to One Drive and access it synchronized with my work area.
On the off chance that you make passages in a spot with no web, all information will be synchronized once web association is built up.
It has a ton of additional items.
The portable application is valuable for checking reports or access information when visiting clients or not before a work station.
This CRM configuration permits compose all customers by classifications and access them quick and simple and recollect the customer history or significant things of the last contact or visit.
All capacities you need are effectively accessible with a tick or contact.
There are applications accessible for Android, iOS and Windows Phone.
It has issues when an update is discharged.
Isn't easy to use for new clients or learners.
Requires a long customization to begin running
Sign in portable application is excessively moderate. An excess of reaction time.
Unreasonable windows, tabs and screens can make it hard to first time clients. It needs a superior menu.
It just backings Internet Explorer based programs.
Somewhat moderate to information input if not tweaked, numerous fields not by any stretch of the imagination required.
Sessions break is a bulky issue. Despite the fact that it might be vital for security I don't care for it in light of the fact that multiple occasions a conversing with a client takes quite a while and it's, significant.
Poor and troublesome joining with Gmail might be an issue.
No visit effectively accessible.
It's moderate to spare information since it's cloud based. It relies upon web speed.
Best in the Bests, CRM and ERP all together
Microsoft Dynamics works the same the businesses works, if it comes to management it draws charts when needed, it provides accurate data to deeply analyses it and filters makes it easier to get the exact data which we want. Integration with Office 360, Sharepoint and Office Online which is the coolest part. The deployment was much easy as the cost of license and deployment was very low from any other competitor of Dynamics in the market. So it was a great experience to get familiar with Microsoft Dynamics and use it instead of using five to ten different apps to manage the same task. I will suggest everyone who is searching for the best CRM/ERP because nothing is better then Dynamics. I am very happy with the overall experience of Dynamics.
Everything in one place such as Sales, Marketing, Finance, Field service, Customer Service, Operations and the automation which is not available in other products that are in the market right now. Most likable thing is customer support of Dynamics which I didn't see any other ERP or CRM team provide. It enables me in a real sense to be productive, intelligent in decisions and it was very very easy to adopt. Accessing and managing from PC, Mobile or a Web Browser makes it more accessible and more powerful. The look and feel (Controls/features/UI) for a different kind of user is another best thing which makes it standout. Both Enterprise and Business edition are fantastic when it comes to their design and functionalities, and the integrations with office 365 and other social apps give a lot more control and features and security which no any other CRM or ERP can, that's why I love it.
It looks and feels kinda mashup of Microsoft Word, Outlook, Excel, etc then it's a bit difficult to use it with ease at the start, so the knowledge curve for the first time Microsoft product user is a little slower and challenging for the first time for the user who is not familiar with other microsoft products.
The simplicity of the tool. It was easy to get used to.Adding SKU in bulk is also dynamic and useful
Like any CRM software, Microsoft Dynamics 365 allows your company to share communications, leads and opportunities to make the most of your team's time and effort. I particularly appreciate the integration with MS Outlook, although the plug-in is still a bit hard and significantly slows down performance.
Integration with the complete package of Microsoft products. Level of customization and integration in third-party applications. The variety of different business line modules allows you to be used by many more people / departments than ever before. The integration of LinkedIn has made the collection of Sales Analysis much easier and has accelerated my ability to find references and presentations for new businesses. The integration of Outlook is also simple and easy to use and allows the tracking of all communications within the Sales module with a click of a button.
What I like most is that I can track so many things in one place for my clients. I can see all the previous contacts, both by myself and by others. It is a place for all the documents, able to keep track of the completed tasks, the history of the client, etc.
Out of the box, the system is ready to go, so if you have never used a CRM before, you can start using it directly. It is very easy to import data using Excel templates generated by Dynamics so that it does not start completely from the beginning.
The system is also very easy to customize without the need of any programming knowledge.
A single contact record can not be associated with more than one company.
Many of our clients manage multiple sites, so we have many duplicate contacts.
Users often find the system frustrating when it does not work, it can be slow, there are problems with it working on Edge, and there are limits to the available customizations.
The connector of Outlook is difficult to use, we have downloaded it with mixed success, sometimes decreasing the perspective at unusable speeds and others that are not reliable to use.
Although personalization has come a long way since the first versions, there are still some things that could be useful, such as the possibility of accumulating opportunities from secondary accounts in the main account registry.
Opportunity totals can be easily accumulated, but not the actual opportunity list.
Licenses are limited to full access or read only, something in between would be useful too.
You can not see the exact amount of data stored in your entities.
This is a big problem if Dynamics 365 only offers a limited amount of storage in the cloud by CRM. For example, I believe that the first limit of memory beings in the cloud is 10 GB for entry-level CRM users.
Like us, we have a lot of integration data and add-ons, which would be very nice to understand the amount of data that.
It is not customizable for our commercial use. It is not a product as effective as something built for our commercial needs, like the Megaphone.
Dynamics CRM is the leading industry CRM
Our sales process has improve and the processing time has been reduced for all orders. Dynamics has empower our sales team to make right decisions, they feel equipped with all necessary information. We are able to create better visibility for everyone and work sales performance management.
Reporting is made very easy with Dynamics, there are so many inbuilt templates for report and dashboard which can serve most of the needs. Our Sales flow has improve with Dynamic in place with better lead management. Sales team is most benefited as they feel equipped with the necessary information and they achieve better results. Page layout is very user friendly for all records, like opportunity, quote, account. The support team is very prompt and helpful, with their help you can use Dynamics to the best of it capabilities.
The only thing that I come across is, inline edit capability is not available in the reports. Apart I am very happy and satisfied using Dynamics
Dynamics 365 for Sales
- Its very intuitive specially after the unified interface introduced by Microsoft we have a seamless interface across all platforms including Web, Tablet, Mobile.
- Integration with any system including MS office, Outlook, Dynamics AX, NAV, GP is pretty straightforward after the advent of CDS platform.
- The power platform (Power BI, MS Flow, Power Apps) is a power pack of creating very handy utilities for your business.
- With power apps i have created multiple apps for my business users with zero programming skills.
-Power BI platform allows you to create comprehensive reports using OOB templates available for Sales, Service Management etc.
- The licensing is pretty straight forward and generous. With one Customer engagement license i was able to utilize almost everything under the Dynamics 365 umbrella including power apps, power BI and MS Flow etc.
- The mobile application is not very great. There are very frequent crashes and it just doesn't provide that experience which an end user expects out of such a great platform. However, MS had made up for it by introducing the power apps feature.
- Some features are just too hard to implement. It all looks good from the list of features that the platform has to offer but when you actually want to implement it, the data required to simulate that feature is a piece of work e.g. Sales AI, Relationship Assistant
Microsoft Dynamics 365 is great for CRM and PSA
We switched from Salesforce to D365 because we needed a more cost-effective system that would allow us to track our work from open opportunities to project completion (i.e., seamlessly go from CRM to PSA functionality). The D365 UI did take some getting used to after being on Salesforce for so long, but once we got used to it, the D365 UI is very easy to use and intuitive. Our transition was fairly smooth (it was just a 3-month project) and we have been very happy with the switch.
There are a few things that I really love about Dynamics 365 (D365):
1. It has fully integrated Customer Relationship Management (CRM) and Professional Services Automation (PSA) modules. With many other CRM systems (e.g., Salesforce), the CRM and PSA modules are completely separate systems and you have to spend time and money integrating them.
2. It is fully integrated with Office 365. In other systems, connecting to Outlook or Excel can be a hassle and/or feel like you're going "ouside" the system. With D365, working in and out of Office 365 is just seamless.
3. The cost! D365 is extremely cost effective, especially when compared to Salesforce.
My two big dislikes for D365 are:
1. In order to fully administer the system, you need to be both a D365 admin and an Office 365 admin since some functions (like adding new users or exporting audit logs) require you to go into the admin screens of both systems to accomplish it.
2. The system can often be very "Microsoft," meaning that some things are both incredibly powerful and helpful, but also incredibly finicky and/or difficult to use... all at the same time.
Makes work more effective
When it comes to management its all in one solution to me it helps me to represent my data in the form of charts and also deeply analyses my data that is the coolest part. While going theough difficult task and team projects it helps alot by making good communications, leads and opportunities to help me and my colleagues to manage the workload more easily and efficiently.
Power platform helps to maintain all the issues regairding buisness work also to maintain everything in just one place is quite easier with this product. Field service and customer finance is an interesting feature which helps to balance the workflow in a very safe and sound way. Also interface of this product that is introduced by microsoft is also a good initiative hence encourages the users to get more familiar.
For me the only drawback that i found is its mobile application that is sometimes slow and has very much frequent crashes. Some features are just to hard to manage that makes it more complex instead of this its a must application for all my business worries.
This software makes decisions easier because the integrated data is available with a touch
It's a CRM quite easy to use
Easy to use, not expensive, simply to navigate.
Integration with Outlook available for e-mailing. Its templates are very useful for comunicate news or tips to a sales team. Integration with other Microsoft products is great too.
Easy to customize, even a non-technical person can create new contacts, accounts,etc is going to be very easy with Dynamics, no programming knowledge needed.
Customer support is good with the FAQ and options that are really needed.
I can bulk data to One Drive and access it syncronized with my desktop.
If you make entries in a place with no internet, all data will be syncronized once internet connection is restablished.
It has a lot of add-ons.
The mobile app is useful for checking reports or access data when visiting customers or not in front of a desktop computer.
This CRM design allows organize all clients by categories and access them very fast and easy and remember the client history or important things of the last contact or visit.
All functions you need are easily available wth a click or touch.
There are apps available for Android, iOS and Windows Phone.
It has problems when an update is released.
Is not user-friendly for new users or beginners.
Requires a long customization to start running
Sign in mobile app is too slow. Too much response time.
Excesive windows, tabs and screens can make it difficult to first time users. It needs a better menu.
It only supports Internet Explorer based browsers.
A little bit slow to data input if not customized, many fields not relly needed.
Sessions time out is a cumbersome problem. Although it may be necessary for security I do not like it because many times a talking with a customer takes a long time and it's very, very important.
Poor and difficult integration with Gmail may be a problem.
No chat easily available.
It's slow to save data because it's cloud based. It depends on internet speed.
Excellent, helps to manage specific business functions, such as financial, sales, marketing, etc.
It allows you to transform your business for the digital era, giving you the ability to innovate quickly, move new products to the market, develop meaningful relationships and win new business virtually anytime and anywhere. With the power of Microsoft's cloud, CRM and ERP capabilities for productivity applications can identify and capture new opportunities.
With Microsoft Dynamics it is possible to anticipate the needs of the clients, execute decisions, give integral, innovative and audacious solutions that reinvent products and processes. This is a software that allows solutions to commercial management since a more complete solution is given to those available in the market, it also helps improve marketing, sales and contact with your customers to boost organizational efficiency.
I like the service applications that help manage specific business functions, such as financial, sales, operations, marketing, or service automation. As well as, the power of Microsoft's cloud, the CRM and ERP capabilities for productivity applications that allow identifying and capturing new opportunities, since all the key parts of the business are connected. I also like that it is empowered to collaborate in different geographies, it gives you the ability to make decisions, take advantage of new trends, interrupt, and above all adapt. It is wonderful because the connected systems, allow in real time to obtain all aspects of sales and operations are easily optimized and controlled.
What I like least about this software is that it is more difficult for older staff to assimilate, and for small companies where there are perhaps few employees and finances are carried out manually, it is less useful, it is less useful, I think it is not designed for SMEs. In addition, I believe that the factors that do not make an economy stable are not taken into account, as in Venezuela, where almost every day of the bolivar varies with the dollar and many small businesses have chosen to offer their products and services in dollars for avoid losing their income and maintain the financial stability of the company, for them the application of decision making would be uncertain, however, following the example of Venezuela, for companies that make profits in bolivars is equally difficult to maintain a price that does not vary , and this software does not take into account this type of variation so close that an organization could be forced.
Dynamics is always great for finance, sales and marketing.
Dynamics Microsoft always allowed me to track the incomes, billing ,sales, taxes and marketing. I can easily store the data for the good customer services in a more efficient way. Hence it is the useful software for the good customer reporting.
Dynamics Microsoft has superb customization services and we can easily learned to use this Microsoft due to high intuitiveness. Dynamics is the best proprietary management software. That's why we use this software to manage our finance, sales and marketing in a more efficient and in quickly way. The another benefit that this software provide us that we can easily store the data for the best customer services. Through this software we can easily manage our business in a more efficient way.
Dynamics Microsoft is very easy to use and we can easily utilize. But one problem that you faced while using this software is that sometime we cannot easily create views and charts of our data.The another problem that you faced and it create a little bit problem for us that when we store large amount of data for the best customer services then we you open the documentation after sometime then some errors show on the screen without any reason. But otherwise this software is always best for finance, sales and marketing.
Dynamics is the best proprietary management microsoft.
Dynamics Microsoft is very versatile because it helps us in business. I can easily manage my accounts and finance in a more efficient way with the help of this Microsoft. IT can also allow us to apply our knowledge and skills to the Microsoft Dynamics in a more efficient way. I would recommended this Microsoft to other peoples because it is very easy to use and quite handling.
Dynamics has fully integrated Customer Relationship Management (CRM) modules. The one thing about this software is that it can better provide the opportunity to manage our business such as finance, sales and marketing with operations. Through this microsoft we create new services cases as well as we can also use this microsoft for the accounts and sales related features. Hence this microsoft is very versatile because it provide us the good customer data storage.
The one and most obvious thing about the Microsoft Dynamics is that it lacks the good customer relationships and services. The other problem that you faced while using the Microsoft is that it require a long customization to begin running the business. The other difficuty that you faced is that you cannot see the exact amount of data stored in your entities. But to conclude that Dynamics is the best proprietary management microsoft.
Not the best solution for a small business
CRM software can be a real game changer for a business, but it is important to do a lot of research beforehand, because changing systems can be difficult and expensive to migrate all of the information.
The integration with Outlook is nice because it is available as long as Outlook is running, which is all the time for most people. It also has a very comprehensive set of options, which can be configured for most businesses.
The fact that it is integrate with Outlook, means that any time you open a view into something, it will open a browser window to display that information. They have allowed you to select with Browser you would like to use in later versions of Dynamics. But what happens is that after you open a few windows, it starts to get confusing because once you click off the window, there may be 5 or 10 other Dynamics labeled pop-up windows to move through to find the one you were working in. It gets fairly cluttered.
Also, this is not a system that the "Advanced" user can configure for their Small Business. It is a VERY complicated system that requires quite a bit of coding to make operational. There seems to be very little "Out of the Box" functionality like some other CRM solutions have.
Easy to configure and customize
I have been working with Microsoft Dynamics CRM for 8+ years now and have seen the evolution of the application. The most recent versions have many great features and functionality for users, as well as developers and administrators. The platform allows for fairly easy integrations to other applications, including Microsoft Outlook, which makes Dynamics CRM a much more powerful tool. The licensing cost is lower than most CRM systems, and the support from Microsoft is usually better too. This application is great not only for a sales perspective, but also a service and marketing aspect.
Lastly, Microsoft allows for both cloud-based and on-premise versions of Dynamics CRM. This allows for more flexibility and sense of ownership of the overall system. I would definitely recommend Microsoft Dynamics CRM to any business, big or small.
Flexibility (online or on-premise), ease of use, open platform for advanced customization's and configurations, lower licensing cost, and good support from Microsoft.
System performance can be a little slower if your CRM instance has several integrations or processes (workflows) running. Also, their marketing add-ons are not a robust as what other CRM systems offer.
A great product
I have managed 2011 On Prem and 2015 Hosted deployments and I have enjoyed both. When deployed within the MS stack it is easily managed and extended though custom development becomes a little trickier when bolting on to other resources outside of the MS stack. Overall usability is fantastic and I have always had an easy time gaining valuable buy in from end users, that level of engagement always makings development, testing, and training much easier.
Dynamics is a robust tool and is often under utilized when deployed, I am a big fan of the marketing tools.
Customizations (workflows, views, etc..) are easy to create and manage.
Like any Microsoft product, the errors can be vague and difficult to troubleshoot.
6 years working directly with the system, implementing modules and solving transactional issues.
Easy to use and the system has what it takes to manage a high level business.
It is very easy to use, new users adapt to the way of consulting or generate transactions in the system quickly. It is easy to extract and import information to the different tables. For audits, the system has a change log which shows in detail who affected the data and the values before and after. For pricing, the system handles in a simple way the various prices to customers, even within a client you can have several categories with different prices depending on the commercial negotiation with the client. Finally, the system allows you to access all historical and transactional data to generate reports and help as a reference for decision making.
The basic version of the system does not have a basic reporting module. all the analyzes were done in excel with the data extracted from the system. On the other hand, it does not have a robust module for managing fixed assets, measuring profitability, etc. The system is very transactional. At least it is my experience with the module purchased by the company at that time.
One of the best ways to offer a first class service to your clients
In general it is a very complete CRM that allowed me to go a step further in terms of marketing and the projection of my service to my clients, naming the portfolio of potential clients, giving me more field of work.
One of the advantages of this CRM with respect to others, is that it combines all its Office applications with its own operation, making the learning curve shorter, seeing productive results much faster, it is cross-platform and accessible from anywhere, so you can always be aware of your customers, offer services and know if they have any questions or requests about the development you are doing for them, or the service you offer, their functionalities with respect to marketing are very complete and powerful, print graphics based on the impact of your campaigns, how many customers you got, all these data allow you to create and improve your marketing projecting your product more and more.
The price increases a lot as you are adding more users or require more features, you must keep in mind what you need and in advance to know or have a notion of how to use it to be worth the expense
Functional if clunky enterprise database solution
The functions of Dynamics CRM are what sets this product out as one of the best out there. However, that doesn't mean it is at all easy to use for a novice or intermediate user.
However, from a business stand point it is reliable and has served us well over many years.
When it comes to information storage and retrieval, Dynamics works well. The available data fields for customer data are extensive which make sorting vast amounts of data easy. The different functions available to marketers is very good as it allows us to segment pretty much any type of data as and when it is received. The integration of Dynamics with various APIs has also been easy for us, whether it's our front-end website or a 3rd party API like Trustpilot.
The interface is very dated. If you don't know quite how to do something you are going to struggle as it is very much busy menu after busy menu. The logic behind the user journeys doesn't seem quite right and there is a real lack of thought gone into making the software work well in the modern IT age. It can also be very expensive depending on what you need out of the product.
Is a line of business resource planning software for the optimization of the organization.
Is a program that offers a series of tools, complementary information, organization methods, and load templates of basic information that were used for the determination of processes of our organizations being a guide of great help.
Allowed to define the processes of the instances of support for the executive direction, the objectives of the substantive directorates, and the goals of the regional instances, through integrated actions in the short, medium and long range.
I like it for the following reasons:
ability of the program to adapt to the operational requirements of the company based on standard and reliable industry technology.
It is easy to acquire and use by the organizations that start in the productive processes.
It has a model of extensible data and allocation tools that facilitate the creation of solutions that meet the expectations and needs of the business.
It offers personalized access to the information that organizations need.
Tool based on systematic and holistic approaches to productivity applications, which allows the development of actions that meet the expectations of organizations.
It allows the selection of an implementation model adapted to the needs of the organization and its information technology, with the flexibility to change the implementation model at any time, adjusting it to the company's objectives or preferences.
During the start-up of a model at Microsolf Dinamic for the evaluation of projects with viable purposes, a series of discomforts were presented in the implementation process because it was not adapted to the organization, for when a lot of time was spent looking for ways to adapt the models offered by the system and benefits to the demands of the company.
It is a structured, organized and defined program for a high level company, because, when using it for organizations that are starting, it is difficult to implement the tools. presenting the risk that said program is not the one indicated for the organization. It is recommended to define the characteristics, objectives, goals, processes, structures and functions of the organization before starting its use.
Over all experience has been good. It has helped us to show how many opportunities are won vs lost. Also helps track how many calls/visits are made in any given time frame. Also helps to show work loads etc.
I like that it is cloud based and can be accessed anywhere. Licensing is easy. Ability to be linked with Outlook makes it easy to add in data to CRM.
Some of the customization for reporting is not simple and takes a lot of time. They should make more basic reports available and an easier way to create custom.
My overall experience during the implementation was not very good. However, I now enjoy using the software very much and its much better.
I like that Microsoft Dynamics is easy to use and has many features to manage customer information. In the beginning it was slow and difficult to use. However, Microsoft has stepped up it's game and fixed many of the issues it had. I also like that it the tool interacts with other software to make our job easier.
I don't like that it can get very slow at times. Additionally that the engineers are not very flexible with features changes, however, i am sure they have a reason for this.
Dynamics CRM helps in achieving ‘overall objectives of a business’
It's not limited to a CRM, but an integrated package connected to a wide range of Microsoft resources. The back up by Microsoft professionals will definitely help for customization and gain the full potential of the system.
Every business wishes to cherish her customers. Therefore CRM has become a professionals responsibility for which many CRM products have evolved in the business world. Microsoft Dynamics 365 CRM has undoubtedly become the professionals choice for obvious reasons. As Dynamics CRM smoothly integrates with other Microsoft products it’s a preferred choice of many. It off-loads a professionals weight and utilizes time and efforts for strategic responsibilities.
The enormous knowledge base of Microsoft has been incorporated into Dynamics CRM to maintain the existing relationships with customers, use that relationship to retain those customers, generate profitable leads using those relationships in order to reach corporate objectives. Additionally features such as accessing professional social media such as LinkedIn brings extra benefits in expanding connections and finally generate sales leads. For larger organizations, Dynamics offers additional business lead packages with extra costs.
For IT savvy users, the wide range of features would not be a concern as familiarization with the system patiently would offer many benefits in managing work schedules. Moreover being systematic and up-to-date with customers’ matters will bring prestige to an organization in addition to extra sales.
I feel it is worth investing in Dynamics CRM in comparison to benefits.
Affordability is an issue for small companies.
Dynamics is great!
We are impressed with the customization on the Cases features, and how we can create required and no required fields. Also how the accounts are located, and fill in the case details by default.
Overall we are very happy with the product and recommend it to anyone who is needed a CRM for case and sales tracking.
We use dynamics to track incoming cases for one of our larger customers. We create new services cases, as well as use the Accounts, and Sales related features.
The Save Icons are sometimes too small and hard to find.
Top CRM Software -Great To Use
It has enhanced graphics features and is the best CRM tool I have used so far.
Microsoft Dynamics does integrates with Outlook and even Microsoft Office so I am able to use Microsoft Dynamics or Outlook to correspond with clients and business partners. Its very user-friendly and new users can easily find accounts and account information on one screen with links to various contacts. As the dashboards are very easy to customize, it is also easy to install third-party managed solutions into Microsoft Dynamics CRM right from the marketplace where you can search for all other useful solutions. Last but not least feature of this App is that it has very brilliant reporting features in views where users can create and export them to Microsoft Excel for further processes.
1. When it comes to metric calculations the tool is quite complex on that curve. It should be made to execute calculations with ease.
2. The tool could be very complex for novice users. Both interface and features.
3. Payment methods with Microsoft Dynamics AX like ACH and Wires are quite passé. The experience with these modes of payment can be a little clumpy.
4. The capability to export data is complex to develop and set up for various entities. Users must create their own query and manage rather than one saved query that can be accessed by various users.