Microsoft Dynamics CRM

Microsoft Dynamics CRM

Solução online de gestão de relacionamento com o cliente

4.3/5 (3669 avaliações)

Resumo do Microsoft Dynamics CRM

O que é o Microsoft Dynamics CRM?

– O Microsoft Dynamics CRM oferece o poder de escolher a implantação. É possível implementar na nuvem, localmente ou hospedar a solução de forma privada com um dos parceiros da Microsoft. É possível, inclusive, alterar o tipo de implantação, se necessário.

– Com o Microsoft Dynamics CRM Online, é possível aumentar ou diminuir o número de usuários com base nas necessidades da empresa.

– Com a arquitetura do Microsoft Dynamics CRM Online os clientes podem ter autonomia total sobre a forma de operar, gerenciar, configurar e proteger sua solução de CRM.

– Os recursos de administração de clientes e usuários foram projetados para aumentar a confiabilidade na ferramenta. Os clientes têm controle total sobre todos os aspectos da estrutura de dados, da experiência do usuário, da inteligência comercial e da gestão de processos empresariais.

– A extensa experiência operacional e o investimento da Microsoft em serviços na nuvem geram tranquilidade aos seus usuários.

– A Microsoft oferece alcance global com datacenters localizados em todo o mundo, gerenciados e operados diretamente pela Microsoft.

– Muitos aspectos do Microsoft Dynamics CRM Online são configurados com redundância para eliminar pontos únicos de falha.

– A Microsoft fornece 99,9% de tempo de atividade com um dos únicos acordos de nível de serviço (SLA, em inglês) com suporte financeiro do setor.

Resumo do Microsoft Dynamics CRM

Preços

A partir de
US$ 10,00/mês

Opções de preços

Teste Grátis
Assinatura
Relação qualidade/preço

Recursos do Microsoft Dynamics CRM

Dispositivos
Porte da empresa
P M G
Mercados
Ásia, Austrália, Canadá, China, Europa e outros 5, Alemanha, Índia, Japão, América Latina, África e Oriente Médio
Idiomas
Árabe, Chinês (simplificado), Chinês (tradicional), Danês, Holandês e outros 15, Inglês, Filandês, Francês, Alemão, Hebreu, Italiano, Japonês, Coreano, Norueguês, Polonês, Português, Russo, Espanhol, Sueco, Turco

Capturas de tela

Captura de tela do Microsoft Dynamics CRM: CRM Apps
Captura de tela do Microsoft Dynamics CRM: CRM Apps

Microsoft Dynamics CRM - Avaliações

Microsoft Dynamics CRM - Avaliações

Classificação geral
4.3
/
5
Excelente
1709

Muito bom
1426

Regular
426

Ruim
82

Péssimo
26

Relação qualidade/preço
4
Recursos
4.2
Praticidade
4
Suporte ao cliente
4.1
85% dos usuários recomendam este app
Ty C.

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.


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Agnes M.

Good System for Savings and Credit Coopertaive Societies

I loved Dynamics, its ease of implementation and use.


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Sarah O.

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.


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Julia T.

There's Potential

We are not using the application at all in the way we had envisioned and I am looking at other Microsoft partners that could help as well as altogether switching to other applications for contact management.


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Timothy J.

Dynamics 365 Customer Engagement/Field Service are robust CRM and CMMS options

I have used CRM in D365 for a number of years, but have been recently through a reimplementation as the FieldOne Sky product was replaced with Field Service. This was a challenging project, but proved successful. We adopted the unified interface early on so had to deal with some bugs, but didn't want a lot of retraining right after implementation with the interface change.


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Ty C.
Setor: Papel e produtos florestais
Porte da empresa: 10.001+ funcionários
Traduzido para Português

Dynamics in a league of it's own

Usado Diariamente durante Mais de dois anos
Avaliado em 15/11/2019
Fonte da avaliação: Capterra

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.

Vantagens

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.

Desvantagens

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Agnes M.
Setor: Bancos
Porte da empresa: 51-200 funcionários
Traduzido para Português

Good System for Savings and Credit Coopertaive Societies

Usado Diariamente durante Mais de dois anos
Avaliado em 02/03/2020
Fonte da avaliação: Capterra

I loved Dynamics, its ease of implementation and use.

Vantagens

The system was easy to customize. We were able to add membership modules which captured all the biodata of the Sacco's membership which is roughly 20,000 members. This data could easily be retrieved at a click of a button without buffering or delays. We went ahead and captured passport photos and even digital signatures and ID photocopies of the members and the system did not crash.

The reporting module is easy and simple, there are sample reports and we were able to also create so many ad hoc reports without a challenge. The reports we could export to different formats for further analysis out of Dynamics.

The Asset management module also worked so well for us, we were able to have all the assets captured into the system and their depreciation done well and on time.

We customized the Financial/operations module which captured the Sacco loaning/lending to the members and how they were able to repay the loans on time taking into consideration the loan aging process.

Over all this is a good software but it needs some technical know how to customize and tweak areas of interest and you will be able to automate the whole business.

Desvantagens

The software needs some improvement on the financial module. The new IFRS 9 Accounting Standard being implemented by savings and lending cooperative societies require that the data is captured accurately and the reporting is accurate. This is still a challenge.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 8.0/10

Sarah O.
Setor: Varejistas
Porte da empresa: 2-10 funcionários
Traduzido para Português

Great customizable software but a pain to learn/set up!

Usado Diariamente durante Mais de dois anos
Avaliado em 06/12/2019
Fonte da avaliação: Capterra

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.

Vantagens

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.

Desvantagens

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 8.0/10

Julia T.
Setor: Escritório de advocacia
Porte da empresa: 201-500 funcionários
Traduzido para Português

There's Potential

Usado Diariamente durante Mais de um ano
Avaliado em 01/07/2019
Fonte da avaliação: Capterra

We are not using the application at all in the way we had envisioned and I am looking at other Microsoft partners that could help as well as altogether switching to other applications for contact management.

Vantagens

I chose Dynamics 365 because we are already using Microsoft products and wanted a seamless integration to our CRM. I was drawn to the simplicity of the application and ability to customize within the application from the demo.

Desvantagens

When I started working with a Microsoft partner to customize the application, I quickly became frustrated due to the number of errors and roadblocks that came with the integration and implementation process. I had evaluated our situation very carefully to ensure we had the required technical specifications and would be a good fit for our company; however, I was thrown off by the requirements that we could not face.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 4.0/10

Timothy J.
Setor: Hospitais e Saúde
Porte da empresa: 201-500 funcionários
Traduzido para Português

Dynamics 365 Customer Engagement/Field Service are robust CRM and CMMS options

Usado Diariamente durante Mais de dois anos
Avaliado em 01/02/2020
Fonte da avaliação: Capterra

I have used CRM in D365 for a number of years, but have been recently through a reimplementation as the FieldOne Sky product was replaced with Field Service. This was a challenging project, but proved successful. We adopted the unified interface early on so had to deal with some bugs, but didn't want a lot of retraining right after implementation with the interface change.

Vantagens

The breadth of features across Field Service and typical CRM are impressive overall. The scheduling capabilities in Field Service (and now available for other scheduling items) are second to none (at least in other items compared to).

Desvantagens

With the online version, we have run into few problems, but we do occasionally run into slow performance. This is not often, but when it does occur (slow page refreshes, especially in the scheduling tool) it can be painful for our users.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 8.0/10

Recomendação do usuário
7.9/10
Baseado em 3.669 usuários
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Preço do Microsoft Dynamics CRM

Preço do Microsoft Dynamics CRM

A partir de
US$ 10,00/mês
Teste Grátis
Assinatura
Relação qualidade/preço
Relação qualidade/preço
4/5
Baseado em 3.669 usuários
Compare as alternativas por relação qualidade/preço
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Recursos do Microsoft Dynamics CRM

Recursos do Microsoft Dynamics CRM

API
Acompanhamento de atividades
Banco de dados do cliente
Campos personalizados
Criação de relatórios personalizável
Dados em tempo real
Gestão de calendários
Imagem de marca personalizável
Importação/exportação de dados
Integração de CRM
Integração de e-mail
Integração de redes sociais
Integração de terceiros
Lembretes
Modelos personalizáveis
Notificações automáticas
Pagamentos eletrônicos
Painel de atividades
Questionários e feedback
Relatórios e estatística
Recursos
4.2/5
Baseado em 3.669 usuários
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Categorias

Perguntas frequentes sobre o Microsoft Dynamics CRM

Perguntas frequentes sobre o Microsoft Dynamics CRM

Abaixo estão algumas perguntas frequentes sobre o Microsoft Dynamics CRM.

P: Que tipo de planos o Microsoft Dynamics CRM oferece?

O Microsoft Dynamics CRM oferece os seguintes planos de pagamento:

A partir de: US$ 10,00/mês

Modelo de preços: Assinatura

Teste Grátis: Não disponível

P: Quais são os principais recursos do Microsoft Dynamics CRM?

Não temos informações sobre os recursos do Microsoft Dynamics CRM.

P: Quem costuma usar o Microsoft Dynamics CRM?

Os clientes habituais do Microsoft Dynamics CRM são:

Autônomos, Grandes empresas, Empresas de médio porte, Pequenas empresas

P: Em que idioma o Microsoft Dynamics CRM está?

O Microsoft Dynamics CRM está nos seguintes idiomas:

Árabe, Chinês (simplificado), Chinês (tradicional), Danês, Holandês, Inglês, Filandês, Francês, Alemão, Hebreu, Italiano, Japonês, Coreano, Norueguês, Polonês, Português, Russo, Espanhol, Sueco, Turco

P: Que tipo de planos o Microsoft Dynamics CRM oferece?

O Microsoft Dynamics CRM tem os seguintes planos de preços:

Assinatura

P: O Microsoft Dynamics CRM é compatível com disponíveis móveis?

O Microsoft Dynamics CRM é compatível com os seguintes dispositivos:

Android, iPad

P: O Microsoft Dynamics CRM se integra com quais outros aplicativos?

O Microsoft Dynamics CRM se integra com os seguintes aplicativos:

3CLogic, AnytimeCollect, Customer Thermometer, Five9, OneSpan Sign, Pardot, Sitecore, Vivocha, Vocalcom, WhosOn

P: Que nível de suporte o Microsoft Dynamics CRM oferece?

O Microsoft Dynamics CRM oferece as seguintes opções de suporte:

Fórum, Base de conhecimento, Suporte online, Suporte por telefone