Likelihood to Recommend
I feel Cornerstone OnDemand is a great solution for companies that have a large amount of compliance training that needs to be assigned and closely tracked. The features of dynamic groups (based on specific user criteria) allows you to target very specific audiences. The assignment functionality gives you great flexibility on when the assignment runs and how often, and also provides many options for due dates (static date or dynamic date - x days from hire date, date assigned, etc.). This has allowed us to have a clear and consistent user experience for both our newly hired employees and our seasoned employees.
Read full review
1. Lead Management - Microsoft Dynamics 365 is well suited for lead management. It provides a streamlined process for capturing, tracking, and managing leads. It allows users to capture leads from a variety of sources, such as web forms, emails, and social media. It also provides a centralized view of all of the lead data, allowing users to quickly identify hot leads and take action.
2. Automating Sales Processes - Microsoft Dynamics 365 is also well suited for automating sales processes. It allows users to create custom workflows and assign tasks to team members. This helps increase efficiency and streamline sales processes. It also allows users to track and analyze customer data, allowing sales teams to better understand their customer's needs and provide tailored solutions. 3. Customer Service and Support - Microsoft Dynamics 365 is also well suited for customer service and support. It provides a central platform for tracking customer inquiries and requests. It also allows users to create custom dashboards and reports, helping to easily identify customer trends and issues. This helps customer service teams to quickly address customer needs and provide a better level of service. Read full review Pros Automatic recurring assignments are easy to get that refresher training out without needing to assign it fresh each time. Reporting 2.0 makes it easy to write and share your reports with just selected filters. Making it easy for people receiving it to just change what they need to see. Learning Admin Console makes it easy to peek at what is going on in your portal and open up connected reporting when needed. Success Center is a great resource for getting peer answers to questions and learning about the releases and suggesting changes that should be added to the roadmap. Read full review Some useful out-of-the-box features, like mass uploads of Leads from trade shows or when qualifying a Lead, CRM automatically creates the Opportunity, Contact, and Account for you, etc. Really powerful customizations through the user interface to improve user experience. Things like Business Rules, for example, if Field A = 1, then Field B = 2 and Field C = 2, if Field A = 2, then Field B and Field C don't apply, so automatically hide them. Or other functionality that improves user experience, like Business Process Flows. These walk users step by step through our business process, helping them know when certain actions should take place, and at what point other data is now required. We've used this extensively with our Lead to Opportunity to Quote to Order process, helping users understand the business process each step of the way. Customizations built on top of the platform now called model-driven PowerApps. You can have connections to "typical" data, like Accounts, Contacts, or Opportunities, for example, but then connect that data to custom entities, records that only apply to your specific business. This is all done through the user interface and allows you to customize and automate specific line-of-business applications for your specific needs. Behind the scenes, D365 CE is built on SQL. So the data conforms to industry standards and makes it much easier to interact with. Your developers and IT team will thank you. Read full review Cons Sometimes finding the right answer to your support question can be a bit more difficult than it should be. I would like to see more OSHA related courses. At times, the administrative interface seems to need to be updated, but the tradeoff honestly might be the absolute rock-solid stability of the platform. Read full review 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. Read full review Likelihood to Renew
As long as pricing stays reasonable, we will likely stay with Cornerstone for at least one more contract renewal. It would be a large task to migrate all of our content to a new system. However, the LMS landscape is diversifying with new startups that are showing some real innovation.
Read full review
CRM has allowed us to keep all of our data in one place that is easy for all users within the company to view. I came into the company after they had been using CRM for about 4 years. They have all said that since we have used this it has helped us control work processes better, it has allowed us to be able to track things so much better, and has been something that has helped unite many processes that used to be all over the place. We are currently using CRM 4.0 and are planning on upgrading in the next 18 months to the 2011 version. Support for 4.0 is almost all but dried up. Understandably so. Some of the customization we have done, and a plugins we use, are now contained within the 2011 version so we are looking forward to that upgrade. We use an email marketing company as well, and they primarily support the 2011 version, but their product connects and is integrated within CRM. This is a great benefit as well so that all of our marketing information can be contained in one location.
Read full review Usability
Easy to use, easy to learn, lots of support during the learning process. There are a few parts of the system we don't use and I'm hesitant to begin using because other clients have said they're difficult and cumbersome (certifications) or outdated (libraries)
Read full review
My review can help others to choose the correct CRM like Microsoft Dynamics 365 CRM. I see lots of great things in Microsoft Dynamics 365 that make your business easy and smooth also MS allows users to customize the software according to their needs. So Thought I should share my experience with others.
Read full review Reliability and Availability
I haven't really had any major availability problems. The service is practically impeccable but it is true that at times, due to server and latency problems, the application has been slower. But these have been specific issues that have resolved themselves.
Read full review Performance
Read full review Support Rating
Its always important to have support when you are facing problems and when you are the main admin of the organization. Cornerstone Support is very supporting when you have not found the answer in the help guide. its very useful to have a team support to guide you.
Read full review
Our partner, Ledgeview Partners has been FANTASTIC to work with. They are always timely in their response and have taken time to understand our business and our specific needs. We've made a lot of advanced customizations and they have been a great help in making those updates.
Read full review In-Person Training
we use also to admin all our training in person events and sessions. Its easy to admin this kind of trainings and automatize some processes we have. Also de user experience and the integration with other systems helps to the employees to use more. All modules integrated oriented to develop people is the principal reason to have CSOD. The training administration is very complete and allows to automate many processes.
Read full review Online Training
The online modules are pretty good. You can access them at any time, which we have done. You learn a lot in the beginning, but having the ability to retake short lessons when you are working on those items was very helpful.
Read full review Implementation Rating
The implementation was pretty difficult. We felt they (Cornerstone) didn’t properly allocate the resources to complete our implementation in the timetable we wanted.
For example, we worked on Workday and SSO integrations - work that we had specifically contracted for in advance. When we were ready to work on that project, they didn’t have the people ready to help us, so it took a lot longer than necessary. That was my biggest pain point. The implementation approach we went with was a self-led implementation. We would speak to the implementation manager once per week, and self-trained. We met with implementation manager to discuss issues, review things that we’d learned for 1 hour. We found that wasn’t enough. Other things would come up outside that one hour window that we couldn’t get answers to. We didn’t have anyone to ask about those things and we had to wait to ask during our weekly meeting. The advantage of the self-led implementation approach was that it was really inexpensive – significantly less than the implementation cost for the other systems that we looked at. I also liked that we could pace ourselves. There were however big roadblocks. We would have to make sure the right resources were available. We had an implementation/project manager with a lot of experience and felt that the person was knowledgeable but missed on a few things. In hindsight, I would still go with the self-led implementation, but knowing what I know now, I would ask for the integration person to be available more. I would work that into the contract. With single sign-on, we needed deep linking to build direct links through a Single Sign-On tool, e.g. when someone gets an email, it directs them to training. But it has to go through SSO to get them to the correct link. Deep linking wasn’t turned on in our system and they had to activate it. We encountered little things like that – sequencing pre-requisites which were problematic. We tried to troubleshoot ourselves. I recommend you consider contracting for some extra implementation hours and determine when they are going to be available. Work it into the contract that you have the ability to call tech support during implementation. In addition to weekly implementation meetings, they have technical webexes – 4 every week, but 2 didn’t apply to us – one as we were using SSO. The challenge is they were not always relevant – we had specific questions that didn’t fall into those categories Read full review
We used a data warehouse to house our data, and our IT team and implementation vendor worked diligently ahead of time to construct idea implementation plans. Out of millions of records- we had less than a dozen errors, which is remarkable. My major insight is simply having a group of completely devoted individuals working towards your goal who fully understand the desired outcome. Focused resources for implementation season are critical to success.
Read full review Alternatives Considered
The user experience is a lot better than using SumTotal as an admin CSOD makes working easy. Without having workarounds. Reporting is a lot better than both platforms. Reporting in CSOD is complex however easy to manage and create when you understand the data points collected
Read full review
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
Read full review Contract Terms and Pricing Model
It is important to be familiar with the terms and annual increases in licenses and other aspects of the contract. I recommend analyzing this from the beginning and the permanence is relevant because Cornerstone updates its modules and brings out new features that may allow you to leave a module to acquire another
Read full review
On our purchase, I'd been interrogated about our usage. Our needs are met by Microsoft Dynamics 365, which is simple to use. With so much data and information available, we must ensure that it is presented correctly to managers. Due to a lack of use, we don't have to spend as much money on Salesforce.
Read full review Scalability
It's a great product with some pieces that are set but many things that can be customized as needed for individual needs
Read full review Professional Services
As I have said before, I have no doubt that the services of the Cornerstone sales people were very good. In particular, our salesperson spent a lot of time in contact with us to make the process go smoothly. Perhaps being a large company in some cases the times were slowed down but it is something normal to take into account.
Read full review
My company's preferred program right now is Microsoft Dynamics 365. We use it to keep track of customers and important sales metrics in a streamlined manner. Anyone familiar with CRMs will find the tool extremely useful. Considering that we have a good turnover, this product will be used for its basic segments. As a result, there are few chances of error with Microsoft dynamics because it is so easy to use. Many options for recording data on these leads are available. It meets our needs and pays off.
Read full review Return on Investment We are in the process of trying to increase employee engagement through content expansion. We are in the early stages of this. The Edge Import Tool, in conjunction with Reporting 2.0, has done a great job of helping to automate/semi-automate tasks for huge time savings. Maintaining compliance. Achieved through dynamic/automated groups, assignments, communication, and reporting. Read full review For those without a centralized, all in one solution for major HR, Finance and other departments, Microsoft Dynamics 365 has vastly improved employee time utilization and profit. Migrating clients from on-premise to the cloud has reaped benefits including better security, no unscheduled downtime and frequent updates to functionality. Those transferring from cheaper solutions have lost money in the aim to be better integrated with other Microsoft products and AI they don't really utilize. Read full review ScreenShots Cornerstone OnDemand Screenshots