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.
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.
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.
- 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
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.
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.
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.
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.
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.
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.
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.
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
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 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.
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.
MS Dynamics is indispensable for our management training company. I'd like to give a shout out to XRM which does a spectacular job of supporting the product.
It sustains our business. We have a multi-stage sales process and we've set up the CRM to support each step. The workflow flows nicely and we've created dashboards which incentivize our sales team. There are add-ons available which enrich functionality; for example we add leads and contacts to marketing lists which sync with Mailchimp.
The user interface could be better. It reminds me of UIs circa 2001. There's a feeling that it's been developed for techies by techies. If Microsoft took the time to improve the interface for the end user (allow users to customize their own forms using drag and drop, for example) it would be an outstanding product.
Another shortcoming is the amount of customization which requires writing code. Some things which should be straightforward to customize using workflows actually require a programmer.
Have a complete tool for the management of the company, where they manage and control all the managerial aspects that drive the development of the company.
This program is very complete, allows you to jointly manage the planning of your business resources and customer relationship management, it is also very intuitive because it is handled in a similar way to the most popular Microsoft programs, so it will be very easy to implement in the company and the learning curve will be very short, with this program you will be able to automate and relate several financial processes with the time of development per project, which allows you to have a generalized vision of how much you will earn, so project your earnings and lost, in addition to having first-rate tools for the relationship with customers, sending requests and progress reports for each project, the features it offers are very useful and the benefits are enormous.
The cost is high, of course it is a widely complete service, but you must have the economic previcion to face the expense, in addition to training the staff that will use it to get the most out of it.
Through the management of this platform it is possible to obtain professional tools that help in the Optimization of your business operations
It is a business resource planning platform capable of bringing together all the needs according to the specific characteristics of each company. It allows you to start with what is strictly necessary and move forward as business needs change. Each company (regardless of its size, sector or business model) can build its own Dynamics 365 with its different applications. With this tool you can use digital intelligence to be closer to customers and optimize operations. As well as reinventing products, services and business models. Through the management of this platform it is possible to obtain professional tools that help in the Optimization of your business operations
It is complex to work without knowledge without receiving an induction of the different phases of the program to understand and work on it, so a large percentage of users end up using the program a little, we can run the risk that it will not be effective and adaptable for our company as it could be for another.
I have used DynamicsCRM for two different organizations. What I like most about the product is the level of customization that has been made available for organizations to change the display/interface of the data to even individual team members in different roles across the organization. While the raw Dynamics CRM environment can be a bit of an 'overload' (especially for front office staff who may only need 1 or 2 bits of information), these customization options allow for organization/industry specific changes as well as a more user-friendly experience
While the customization options are great, there are a few key bits that are 'frozen' (for the lack of a better term), and cannot be changed/edited/removed. As the program is designed for a more sales-focus organization, these 'hold-overs' has caused a bit of an issue with my current non-profit organization which has customers, but not in such a sales-driven fashion.
out of 10 i will give 8. functional and UX wise i have no comments. they know what we needed. pricing and overall optimization need to check, especially on premise model. ad dons are doing well security improvement are expecting upcoming versions.
As usual Microsoft Products are user friendly, their UX is better than any other competitors. since most of the users are familiar with Microsoft product such as Word/Excel, they could not feel any difficulty to use the product at first time. feature wise its dynamics in all aspects we can add more functionalities and do customization. very adaptive approach with authentication. since we concern about security and audit there are many method to do that.
off course about the pricing, since we are using multiple Microsoft product, Microsoft really look in to the pricing. also need to consider mid scale companies 100-500 user category. we have budget limitation, i think this is the only reason MS loose lots of opportunity.
If you are in search of a stable ERP and CRM software but are not driven by a need for a custom built platformm, don’t hesitate, buy Dynamics by Microsoft
1. The interface is so easy as it's built on the very familiar Ms Office line
2. The cloud support and user-specific sharepoints that can be sent to multiple collaborators makes Dynamics a must have for any serious organization with any sort of horizontal organogram
3. Rather than build a new GUI, Microsoft did well to just integrate current Office products but allow integration with other third party apps like SAP and Quickbooks
1. Its is built for Edge and native Internet explorer, very slow browsers by Chrome standards. This means that some compatibility issue when using other Non-Microsoft browsers will cause a few sighs of frustration in the course of the product use
2. At this time and age, Microsoft can do more than only allow 10 GB cloud storage for entry package when the competition starts off at around 40-80 GB cloud space
3. Customization is a pain, which is expected as Microsoft are not known for allowing open source inclusivity
We use this for project tracking integrated with MS Project. We also using this as our Support ticketing system. Both of these are positive experiences. They are many things that could be improved in the workflow to allow for less clicks and an overall more efficient process, but it has served us well.
This software was good for integrating details from sales as clients were prospects/leads to when they were clients in our support organization. Good for tracking project details, project tasks, timelines, costs estimates vs. actual costs. Tracks time billing for resources and allocates time to appropriate projects and/or cost centers. Allows for lots of integration for custom tools. Utilized in a global company with very unique differences by country and/or region.
Pretty heavy implementation process. We utilized our own customizations and that meant when Dynamics made changes we had to make development change. This produced some unexpected overhead.
We currently use Dynamics for all aspects of our business from order entry to inventory to accounting. As noted, we even started using it for our production scheduling. In order to have all these aspects be controlled by Dynamics, we've spent a lot of time and money developing this software and customizing it to our needs. It isn't perfect, but it does the job and we're happy with the functionality.
Dynamics is a blank sheet for a database program. There is so many functions available with this software, that you can get overwhelmed very easily. With what we do use, it has helped control our inventory, sales orders and accounting within a single software. We've even started using it for production scheduling.
This software is very generic out of the box and requires a knowledgeble person to maintain/format it for proper use. With the team that we have, we've been able to do such that. However, without that team, this software wouldn't have helped us at all.
I find that it combines everything I need to do with relative ease.
Excellent analytic's make this a winner for me. Allows me to track sales with ease and is bundled in a reasonable price.
Offline access. Tight integration with Microsoft products. Multiple dashboards. Built-in marketing and automation tools.It helps in sales, marketing, and customer service professionals track which customers they've spoken with, when they spoke, and the topic under discussion.Very graphic and visual interface; the homepage is a series of graphs that illustrate metrics related to customer opportunities. It also categorizes opportunities based on how far along they are in the sell cycle.
software nice but Expensive. Steep learning curve. Difficult-to-find trial.Integration of all the processes of the company in a single solution, applications that were independent for each area were eliminated.The layout looks like that of a amateur program. There is alot of white space, and it just feels lacking in features. Other than record customer data and display it back, it doesn't do much of anything.
The basic purpose of this CRM is for customer management. This is something huge in our company to control and evaluate leads vs. sales. This software helps to solve this for us. While it is effective, the price and customization have been negatives for us.
Once set up and configured, very easy to use and navigate. Includes all the features and functions need to have a basic CRM in place, but it requires a lot of customization. If customization isn't required and you are okay with the 'out of the box' approach, I think this CRM gives any basic organization more than they need.
Our company required, and still requires, some heavy customization of this software. We are still continuing to make improvements as technology changes. The price is hefty. While the price wouldn't be so bad if there was more support on customizations and updates, you still need to hire outside help for improvements. Which, in turn, costs more money.