Dynamics 365 Sales4.1
- Verified User in Computer SoftwareMid-Market(51-1000 emp.)
Dynamics is very good at putting the things I need to get done right in front of me. It's easy to organize things and label them so I'm not missing a potential client. The reports you can run are very useful for insuring I'm covering all of my bases, as well as looking at $ amounts across the year. It's nice to be able to see the $ amount of sales per AE, and to break that down over months and quarters in various charts. I like how easy it is to assign an activity that I have to someone else, as it streamlines setting up new hires with a set of their own tasks to do. I think that the process of entering in/tracking calls as you complete them is incredibly clunky. The old Dynamics 365 made cascading thru a record to set an activity and enter in a call very simple. The new system? Not so much. When we first started using the new interface it was a very steep learning curve, and even now I think it's significantly slower going than it used to be. This is definitely not the most efficient set up for salespeople to track their calls throughout the week. The organization in an individual contact's record leaves something to be desired. I would recommend looking elsewhere when considering which CRM to use. Dynamics can be frustrating, and there are definitely faster/more efficient ways to do what it does. If you need something that integrates with other Microsoft software, this is a good pick. If you use CRM just to track when things need to be done/take basic notes about calls and emails--this software is capable of that and won't be too frustrating. The biggest problem this software solves is staying on top of everything I need to get done. Dynamics is a straightforward way to set tasks for yourself, so you can stay in touch with potential clients as frequently as you feel you need to. Although it isn't the easiest way to do this, once you're familiar with the software it's certainly usable.
- Olivia P.Brand Analyst
Using Microsoft Dynamics 365 Sales is the ideal platform for success in any business venture, offering a combination of enhanced customer relationship management (CRM) tools, financial insights, and sales automation. Its robust database ensures accuracy and reliability when it comes to data storage. As well as this, its customizable interface allows us to tailor our operations according to our specific goals or needs. Furthermore, the ability to quickly view inventory reports with minimal effort further enhances how efficient managing your organization can be - streamlining tasks involving product measurements while also providing a better understanding of areas needing more attention or focus through detailed performance analytics. I find the lack of accessibility for Dynamics 365 Sales Microsoft Accessing Outlook from afar quite inconvenient. Using a mobile device makes it difficult and time-consuming, especially considering how much security is needed during the process, which requires further login steps on both devices. As someone who works remotely often, I need quick access with no extra hassle when using multiple tools, such as conference calls at once - something not currently available in this program. Using Dynamics 365 Sales, salespeople can quickly analyze customer purchase history and tailor their approaches accordingly. Additionally, the platform shows us when our emails are opened so we can better engage with customers immediately. Its intuitive design makes Dynamics an invaluable part of any successful business strategy.
- Ashutosh N G.Senior Manager
The platform integrates well with other MS tools, and we can create various use cases for the same. Customization is easy to do to meet your organization's needs. Their consulting arm helps with the implementation phase, which helps bring in best practices from the arcoss industry The platform lacks over the top apps marketplace like salesforce has; those apps help bring various other views of data available in the platform. If something like this is created it will help the end-users much more Dynamics 365 helps create your contact repository which can be connected with LinkedIn in system directly and insights can be bought over there. Using D365 sales can understand what has worked in other accounts of similar nature easily.
- Colin G.President and CEO
Outlook via the Internet. Honestly, there is nothing much else to like. Super complex, poorly laid out, confusing, bad terminology, capitalized headings, subfolders with two items in them, broken down into so many levels and views that essentially all mean the same thing, requires part time programmer, hard to learn and even when you do learn a function, it is so unintuitive that you probably won't be able to repeat it and will have to figure it out all over. They have had these annoying pop-ups that disable your computer every time you send and email. Even though users have complained bitterly about this since January 2015, MS continues with what they call a feature that they feel that users want. This shows that MS is so far out of touch with their users that try as they might they'll never get this CRM right. We have several MS developers on staff to keep it running but no one likes using it. Problem is that most of the other CRMs are also bad but this one is probably the worst value by far. I cannot see how they could have made it more confusing if it were their only goal. They should be ashamed to charge for this product; they need ot pay their customers to act as their guinea pigs on this sprawling disaster. Make sure you hire a tech support/ software guru to keep it going full time. Nothing is intuitive and everything requires tricks to make it work, all hidden in a complex and baffling format. After 16 months, we are finally tracking emails and tech support calls. New users avoid it, find excuses to continue using their own system and I cannot really blame them. I is clear that MS bought a whole bunch of companies with an enormous number of features and tried to cobble the whole thing into one integrated package; they failed miserably. Sort of like buying 4 houses at a good price, moving them to another location and fitting the pieces back together with bits you liked here and there but huge gaps in between. Being able to access Outlook worldwide is useful but other CRM use Outlook and I dare say they probably do a much better job of the CRM part; I cannot see how anyone other than MS could survive with a product this bad.
- Verified User in MachineryMid-Market(51-1000 emp.)
This software is still horrible, just had a windows update now outlook shuts down Dynamic as an add-on that causes outlook to crash? Aren't these two programs from the same company. You get the constant feeling that Dynamic is where they put the C-team " oh no don't transfer me to Dynamic!!!!!" Nothing, raw google is a more effective tool then Dynamic CRM and yes I have the latest 2013 update, it sucks! April -2016 UPDATE: Just updated to 2016, just when you thought they could not put out a worse product. No this $%&* software slowed my whole computer down to the performance level of this horrid CRM. If you can not make it better bring everything else down to it's level. I wonder who it would vote for if it could. This is just bad software putting it politely !!! It is cumbersome, crashes repeatedly does not seem to be compatible with Internet explorer or Windows office including outlook, Requires that you open three to four windows to get to the information you want. It is not intuitive at all. This is the worst software I have ever used DO not purchase this software if you are small business it requires a sizable IT department or $100K of consulting to customize(finish) the software to your needs.Dynamic requires a sizable IT depart and months of development to make it useful. Dynamic is a business problem! It takes 2 to 3 times longer to do simple tasks. Used Goldmine for many years it had issues but nothing like Dynamic, it was much easier to use. I really really hate this software, I do not dislike it I HATE IT !!!
- Jerry P.Chief Technology Officer
The fact it is Microsoft. I am a fan of MS products generally. Almost everything sadly. It is one of the most unintuitive software products I have ever come across. Don't get me wrong, I am a techie, so you would think we should have been able to fathom it. Also on our team we had some seasoned SaaS and CRM users. No-one got to grips with it at all. What was the saying, "don't make me think" when talking about web sites. Well this one doesn't just make you think, it has you going around in circles desperately trying to figure out where to find anything or do anything. If your workforce is already skilled in Dynamics then fine. It probably has most of the features. But if not I would look elsewhere. Ease of use is unbelievably poor. I can only presume it has been designed by engineers and no-one consulted a UX person. We spent months trying to figure out how to make it work and in the end abandoned it in favour of other CRM. We needed a decent CRM for standard tasks, prospect tracking, forecasting, e-shots, sales activity recording etc. It failed to meet our most basic requirements on all of these.
- Anonymous ReviewerAutomotive
- kumar s.Computer Software
- Alioune D.Financial Services
I haven't found anything that I have a problem with yet
- Anonymous ReviewerComputer Software
- Jeff S.Staffing and Recruiting
Overall not great, but what was most disturbing was discovering that when we made our decision to move to another ATS, we were not given our data in a free back-up file like every other ATS provider does. It was made clear that We Owned the Data, but we had to extract if ourselves. Not having the IT expertise to do so, we needed to contract with Microsoft Partners to get that data for us. The first partner was unsuccessful in getting our data. Ultimately the second partner was successful, but it cost us close to $10,000 to get what should have been provided to us free of charge. We were also required to subscribe for another year to their service so we would have time to have someone get our data, which took close to two months. As a result we were forced to use an ATS system for an additional year beyond what we had hoped. We were also not allowed to escalate our concerns about this process.
- steve k.Accounting
- Christina BayleyCRM Systems Analyst
I converted a company from JD Edwards CRM to MS Dynamics CRM 4.0. I had very limited experience with the JD Edwards CRM, but my overall impression of the JDE CRM is that JDE is not a CRM system but an ERP system. It seemed that the CRM piece of JDE was added-on as a last minute, "let's stay with the times" module. It was very simplistic and lacked structure. My experience with the JDE CRM system was in 2008-2009.I converted a very small division of my current company from SalesForce into CRM. I had limited visibility to the SalesForce system. It seemed that there was a limited ability to customize the system. It was also difficult to export all of the data from SalesForce for import into MS Dynamics CRM. This was done in 2010.In both of my experiences, the end user feedback after the conversion was priceless. In both situations, the end-users felt that the new system (MS Dynamics CRM) was much easier to use than the previous systems that the used.
Review your current processes and data. Think about how it will map into MS Dynamics CRM. If possible, obtain a trial license to the online version and perform a sample data import. This will allow you to see data within the entities and how the data relates and rolls up to the account. Keep in mind that customizations can be done.If you have current data, ask how easy it will be for your current data to import into CRM. Will you need to tweak any of your current business processes to adapt to CRM or will CRM be able to adapt to your business processes?
- Chris JensenAnalyst / CRM Administrator
I was not involved in the set up or implementation process but as a current user I would say that I am impressed with how much we can do within CRM. We have been able to consolidate a lot of processes and streamline many others by working them into our CRM implementation. It is definitely designed for a sales based business. It is to help process, track, and manage the sales process. While we have managed to create many customizations and functions that are spin offs of the sales process, the basic building blocks of the program are to track sales.
- Justin PinkSystems & Data Manager
Our business switched from a year long Salesforce deployment to Microsoft Dynamics 365 Online in order to bring the program/project's data and database management in-house, eliminating the need for a Salesforce implementation consultant and resulting in significant cost savings. The ease of use and native integration with our enterprise Office 365 also was a reason we selected and migrated to Dynamics 365.
Scenarios that are well suited for Microsoft Dynamics 365 deployments are: ones with rapid deployment requirements, ones favoring low/no code solutions,needing process automation (such as automated emails or workflows),existing Office 365 platform enterprises,those needing to standardize manual data entry for error elimination and enhance consistency,those looking to utilize a third party consultant or Microsoft Partner for implementation. Those that may shy away are ones with extremely complex integrations with other systems and with little resources/capital, those with datasets that are so large requiring a lot of extra GB storage and thus becoming costly.
Provisioning and initial deployment are a breeze and completed within a day or less after receiving the licences. Customizations and configuring the database instances is extremely simple as long as changes and enhancements are implemented cautiously and with purpose. Integration with other Microsoft applications is one of the top selling points, such as Outlook for tracking email to Dynamics 35, data connections to Excel for refreshing data exports, PowerBI, Flow, & PowerApps Advanced Find querying is one of the easiest tools to quickly get and save data accessed regularly. The native Microsoft mobile tablet and phone app can be implemented with minimal extra work or configurations. Ability to 100% fully implement (and integrate with other Microsoft platforms) with no code whatsoever (100% no code SaaS!) saving time any money for quick deployments. The Dynamics 365 community is massive for forum support and user group networks.
Microsoft Dynamics 365 storage & license cost can prohibit some large deployments or even cost-sensitive small projects from using the platform (although I'm certain most deployments would realize a positive ROI if implemented correctly with process automation). The cost and licensing document for Dynamics 365 is 61 pages and will take a rocket scientist to understand it. It's better to just have your Microsoft help estimate the cost if they are willing to help you that. The documentation on how to first fully understand the Out of the Box default solution and settings is lacking or even non-existing. This has the potential to derail Dynamic 365 launches and implementations from the gitgo. Want to use an out of the box entity?.. well it's probably related to 5 other entities that require configuration and full understanding of it to successful implement. And you ask where is the laymen guide or instructions?... User groups and forums. In Summary, Microsoft can up its game in deployment training and supporting documentation. Microsoft needs to incentivize more external platforms to build app connectors for easy integration, such as ZenDesk, Slack, Tableau, etc. Even the current connector apps such as Salesforce, MailChimp, Docusign are useless or don't work at all. Several limitations inhibit successful Dynamics 365 deployments such as: limited number of Rollup field calculations (summarizing fields on child/related records), limited number rows that can exported to Excel via advanced find, Dynamics 365 files, log and database storage size limit is extremely small and will always require purchasing additional storage (for Online deployments). New user buy-in or acceptance or system platform changes can be difficult if a solid change management plan isn't enacted. Don't expect much help from Microsoft on implementation or solutions unless it's a technical flaw with the platform. Microsoft relies on their MVP partner network to consult for implementations at a hefty cost. Hiring a knowledgeable and savvy Dynamics 365 System Administrator can reduce the need for consultant support; of course, this is dependant upon many many variables.
- Verified User
We decided to migrate to Salesforce, and couldn't be happier. Our sales and marketing teams are more productive. The system is more easier customized to suit our processes, and we are yet to have a period of downtime or a loss in availability or functionality. With the price increase in MS Dynamics CRM, it put it in the same price bracket as Salesforce and made the choice extrememly easy for us.
If a company launches a MS Dynamics environment now, with all the improvements that have been made, they will be much better off then we were. We launched our MS Dynamics CRM environment approximately three years ago, and spent a very large amount of money building it to our specifications. Over the next three years, much of what we built became out-of-the-box functionality, and with each improvement, we had to break down our custom development and re-implement the out-of-the-box functionality. If we were starting now with a MS Dynamics CRM environment, and found a partner that didn't push unnecessary development changes, we might have been way better off.We ended up migrating to Salesforce and couldn't be happier. Development is so much simpler with their "clicks not code" philosophy, their smooth upgrades 3 times a year, and their quick and knowledgeable support staff.
Integration with other Microsoft products/software Single sign-on capabilities The improvements made between MS Dynamics 2011 and MS Dynamics 2013
They need to build their upgrades/updates in a way that doesn't break all the custom development currently deployed in a production org. We had to basically rebuild a huge chunk of our custom development with every update, and major software upgrades required a complete and total system overhaul. All of this meant major partner costs every year, that were caused by no fault of ours. Microsoft support needs to accept and acknowledge when the issue is their fault, and provide options for fixing it. After a 8 month fight with Microsoft support, we finally got to a support engineer that acknowledged the issues we were having, and provided band-aid solution after band-aid solution. The entire situation created a massive domino effect. One problem got fixed, and three more showed up/started happening.
- Patrick StephensDirector Of Communications
Microsoft Dynamics was part of a system overhaul for a local school, and we looked at many products. If we had used it for a company with low turnover, then it might have been more feasible. They needed something a new person could learn quickly, someone who might also be learning marketing terms at the same time - especially if there is nobody to train the individual now expected to know the system. Similar issues occurred with all of these programs (we called it being too big for their britches), and one of the bigger things we liked was that it is more compatible with MS Office products in both technical and visual appeal. If you have a steady employees who use a CRM consistently, low turnover, and those who are very familiar with Office products, Dynamics would be the smartest option for you. Unfortunately, this was just not true for the school environment.
All told, if it hadn't been for the fact that we were testing it with both employees who knew CRM lingo and those who were new, we wouldn't have found such an issue. The program itself can be very useful for people who already manage CRMs, who know how to use them, who know how to run and manage employees on them, namely because of the "one-stop-shop" concept in data visibility. When it came down to it though, if you have high-turnover, then this product will devolve into only being used for it's base components. Down the middle, we found that the people who'd been in marketing for 4-5 years fell into the product easily because of the way it was written. Everyone before that, with novice experience, thought it was written like a textbook for a graduate class - little to no leeway if you don't happen to know one specific term.
Data unification - "one stop shop" Adaptable pay structure, with customization options
Not new user friendly, nearly impossible to train someone new in it without them losing interest
- Debbie BoveeAccount Manager
I would recommend Microsoft Dynamics CRM to a colleague with the caveat that they use proper due diligence when testing/evaluating to be sure the system has all the key features they need. We are very pleased with the company and the overall cloud delivery for updates, etc. We have no complaints about up-time or general reliability (however we do get temporary error messages that can be frustrating and hard to diagnose a root cause).
Tracking, filtering, reporting are handled well. Finding and merging duplicates works seamlessly.
There should be a way to have multiple office addresses under a single account. When adding new contacts, you should be able to choose from a list of office locations. Having multiple accounts (one for each office location) does not work in my situation. I'm forced to re-enter address info for all contacts that are not in the main office location. Email campaigns should be simpler and more flexible. It's easy to define filters for the Marketing List, but then there are too many steps to coordinate that list with the Campaign and the email template being used. It would also be nice if you could start/stop/resume during the send process, and it would be nice to be able to set a threshold of how many messages are sent per minute/hour, so that each campaign could be optimized based on importance/priority. Storage space fills up very quickly if you use email campaigns or track a lot of emails. Sometimes I only need a record of having sent/received a message, I don't need all the text for routine or campaign messages. It would be helpful if there was an option to "retain all text" or "retain header info only" when creating/tracking email. I could save a ton of storage if I had that feature. Workflows have not yet produced the results that I envisioned, but with more effort, perhaps they will. It could be a very powerful tool.
- Verified Reviewer
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.
- Oussama L.technician
from my experience on the automotive business using this product was a lot more better to go far in time into the first products of microsoft ,its easiness while interacting with your acceptable intuition uploaded for years into my memory helped me to escape so much time and filling it by learning so many other skills in the service of business , i have learned that time is money , my thought was aligned with the comprehend of the product which maintain your fuction into simplicity fasteness while its cost compairing to other products mostly cheaper
doing the switch from the excel helped me to know more about the fuctions of dynamics 365 whcih more developed and fasting growing in the market place while i have understand from my research its uploaded by other automotive business
during the lifestyle of business , i have never faced so many different tasks that wasn't easy going but using the dynamic 365 from microsoft , which i have curious about its fast developement and improvement during the last 1 years by it didnt suprised my knowledgeable first sight on microsoft software during years of my work ,since the dynamic helping me to most simplified the business tasks for me while learning others future skills allowing me to go through minimizing the time of spending on other busines tasks , especially with standpoint which helped business to grow faster by includingall the organization with most fixed sales teams tasks
one the most strenghts of the dynamics 365 if your business during the last 10 years familiar with other microsoft product like microsoft office 365 ..., you will find that is most of all similar to the simplified menu of microsoft product since that microsoft didnt lost its flavors of maintain the same aroma while you will taste navigating throughout ths dynamic 365
- Gytis C.Engineer
That common look and feel also has very tight integration some of the Microsoft office types of products, so for if you're used to your spreadsheets and trying to figure out how you can continue to work within your spreadsheets either uploading information into Dynamics 365 or exporting from Dynamics 365 to excel it becomes a lot easier to do and it's fairly seamless from a integration prespective.
Microsoft Dynamics 365 is one of the leading systems and one of the top systems in terms of market share, customer satisfaction and one of the most known year peaces in marketplace. There are two primary offers of the 365. First is business central solution what marketplace provides for customers, but on the other hand there are more complex finace operations which is the bigger Enterprise offering within dynamics 365. So you have two differnent types of solutions and business central is meant to be more simplified easier to use, easier to implement type of soliution whereas ethanol or finance and operations is meant to compete with sap and oracle.
Different modules within the Dyniamics 365 offering are some of the common weaknesses cited by our clients that are using the product. Now in addition of some of functional strengths I just mentioned Dynamics 365 also has the advantage of having that traditional Microsoft look and feel. For those who have used office 365 or Microsoft office or other Microsoft products within your company over the years you will find that Dynamics 365 looks a lot like what you're used to whether is how you navigate the system or how you find certain things within the system it tends to have that common look and feel.
- Faruk A.Head of Growth
We used Microsoft tools in our entire organization. The best part of getting Dynamics 365 was the easiness of integration. All softwares and online tools work very well altogether. We never had any compatibility issues or we never spent much time to integrate other systems to MS Dynamics 365. Moreover, majority of the other tools we used already had the integration option to it. As a salesperson, I used CRM every single day. I like the contact management. Since I use Office, it was so easy to use email and Skype together on the CRM, and I was able to keep a track of every single action. I was OK to use it but if they could improve the UI, it can be a great tool. They may offer some packages for smaller teams as well.
Integration issues because we used Microsoft environment in the organization
Easy integration with the other tools - even they are not from Microsoft CRM gets the job done Easy contract management with DocuSign and MS Drive CRM structure for the leads and potentials Customization options Reports are enough for a regular sales team but it is possible to get custom and advanced reporting Access management is better than many other CRMs
The user interface can be improved The whole system for CRM is too rigid and not that user friendly like a few other competitors It is a good solution for large companies but if you have a team less than 50 people, maybe there could be more budget options - of course with less features
- Sarah O.Marketing Coordinator
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.
- Philip N.Engineer
Microsoft Dynamics works the equivalent the organizations works, on the off chance that it comes to the executives it draws outlines when required, it gives precise information to profoundly investigations it and channels makes it less demanding to get the correct information which we need. Coordination with Office 360, Sharepoint and Office Online which is the coolest part. The sending was much simple as the expense of permit and arrangement was low from some other contender of Dynamics in the market. So it was an extraordinary ordeal to get comfortable with Microsoft Dynamics and use it as opposed to utilizing five to ten distinctive applications to deal with a similar undertaking. I will recommend everybody who is hunting down the best CRM/ERP on the grounds that nothing is better then Dynamics.
As an in- house Microsoft product follower, Microsoft Dynamics features make it easy to use. It can run within a perspective and gives me the feeling of the office environment. His solutions can be easily customized and configured to meet changing requirements as a company grows, whether you add more customers, software users or locations. In an unpredictable marketplace and with alternative choices available, Microsoft Dynamics is becoming a must on shortlists thanks to Microsoft's strength and stability.
Sharepoint addin for document repository is too slow to load and could use some changes to make it more stable.