Likelihood to Recommend 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
Read full review Global Sites; larger commerce organizations but not too large where the % rev-share would affect its feasibility in a feature comparison. Salesforce is rock solid in infrastructure and rarely has outages or issues; it scaled appropriately for holiday peak and was able to accomplish anything we put our minds to as long as we staffed development appropriately. The latter, however, is not to be overlooked. Developers are necessary and expensive.
Read full review Pros 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 Traffic - When we have sales, our traffic will increase exponentially and their cloud can handle the huge uptick in traffic we receive without overloading our servers. Site updates - it continually monitors in the background for any upgrades or updates needed so we don't have to go in and do it ourselves. A real time saver! Integration - outside plugins and add-ons are easy to install with Salesforce commerce cloud as it allows a seamless integration of extra plug ins onto our site. Read full review Cons 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 The UX within the Business Manager portion of Demandware, the primary interface for marketers, is generally a confusing, inconsistent mess. Particularly infuriating are the lack of consistency for search and sort behavior within the tool. A number of useful features, such as the ability to set schedules or tie features to unique customer segments, have seemingly arbitrary limitations imposed. Demandware's idea of leveraging the community to be a learning resource and a sounding board for new ideas and features is a nice theory, but in practice it doesn't work for businesses with a lot of customization. I'm left with the impression that individual support is not a priority. Read full review Likelihood to Renew 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 A huge factor influencing our decision to remain on the Demandware platform is that our new parent company is standardizing all its luxury brands in the US on it. We are fortunate. However, even if we had remained an independent company, I believe we would continue on the Demandware platform for all the reasons outlined in this review. I appreciate the stability the platform has provided to our eCommerce site in the last three years as well as the continuous improvements and technological advances being rolled out that will allow us to keep the site fresh, engaging, modern and stable. I've heard many horror stories from colleagues on other platforms who struggle with the expense and complexity involved with making what should be minor and simple changes and updates to their sites.
Read full review Usability 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.
Mohd Nazish Dynamics 365 CE/CRM - Senior Technical Consultant
Read full review Overall it's going great. Hoping it can reach very good heights soon.
Read full review Reliability and Availability We have only had one instance where the platform went down in the time we have been using it.
Read full review Support Rating 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 They are very responsive and a support technician will be assigned quickly. Even if there is further clarification needed for the ticket, or a solution is not immediately available, you feel that someone is there and staying on top of the issue. Most common issues are resolved quickly and satisfactorily.
Read full review In-Person Training The in-person training was thorough. Trainer was pretty dry, but covered everything really well.
Read full review Implementation Rating 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 Implementation went fairly smoothly.
Read full review Alternatives Considered Salesforce has more desirable functions than Microsoft Dynamics 365, at a competitive price. Its user interface is far more superior, it has more customization, easier customization, and out of the box it is more pleasing to the eye and to the end user. If the client doesn't have a deep-rooted connection with Microsoft I wouldn't leap to Dynamics 365.
Read full review When I think of
Salesforce products, I sometimes think of them interchangeably as one big lump. It's hard not to be incredibly immersed in the ecosystem day in and day out and taking advantage of resources like Trailhead. While Microsoft Dynamics compares in quality and offerings, it doesn't offer the same engagement and resources as
Salesforce in its communications, social, and marketing, which makes a difference in terms of relevance and help. Commerce Cloud comes with the support you need to succeed and the tools you need to grow. In a high demand consumer world, we need products like this to keep up and get ahead. The minute we catch up, we're behind.
Salesforce helps you stay on pace and create the unique and personalized experiences customers everywhere expect.
Read full review Contract Terms and Pricing Model 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 Professional Services 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 It is hard to say, the reason why we are using Microsoft Dynamics CRM is because it is provided to us for free. It could be worthwhile to investigate whether an alternative CRM (even though paid) can be used to boost the ROI Read full review It created an impact on our processes greatly where we're now able to assist our users with lesser wait times and higher efficiency Content creation is very easy on the tool It also stores the versions of the processes making it easy to roll back a version if needed Read full review ScreenShots