Dynamics is an easy-to-use tool that allows effective monitoring of clients
Updated August 07, 2018

Dynamics is an easy-to-use tool that allows effective monitoring of clients

Ronald Socorro | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with CB Dynamics CRM - Sharepoint Permissions Replicator

It is an effective follow-up tool for the client portfolio, allowing to make a profile of these, in order to determine the cross-selling of used or used products, adapting them to the needs of the clients. It is friendly, with complete reports and a graphical interface that facilitates the understanding of the tool.

It is ideal how it is integrated with other Microsoft applications, especially email tracking. The learning curve is relatively fast, allowing a better use of the resource.

As described above, it allows it to be a tool for easy implementation, improving response times, integrating with the company's operating platforms, and facilitating the monitoring of the client portfolio.

  • Visually friendly for the end user, maintaining the most common design style for workers
  • The adaptation time and the learning curve is relatively shorter than other similar applications
  • The graphics could be developed in a better way, they should be more modern, friendly and show the information in more detail.
  • Develop a module in the application that allows personalization by the user, giving him the possibility to manage a tool made by him to suit him. Moves the APPS Mobile concept to the design of the program.
  • Although the tool is well integrated with Microsoft, you can think of a development of integration with social networks or mobile developments, both users, and customers.
  • Develop a more economical and simple version, aimed at small and medium enterprises, with small client portfolios
  • Without speaking directly of figures, on the positive side of the implementation of the program is tied to the time of learning the tool. In practice, it is much easier to learn by professionals, making the implementation time short, as well as, minimizes the margin of error in the initial handling of the program.
  • As it is a tool for easy learning and with a reduction in the margin of error due to the learning curve, it allows working only with the technical support offered by the provider, without having the need to create an internal department of attention to the user, which lowers costs.
Basically, my main experience is focused on Dynamics, I have worked with similar tools developed in a particular way by the firms for which I have worked. They are monitoring tools developed by the system and planning area. For the internal use of the company. Obviously, this is a leading international program.
SAP BPC (Business Planning and Consolidation), Sage 500 ERP, SAP Business One
It is an ideal program for the portfolio of already consolidated clients, for large financial companies with a high professional profile. In the cases that I do not recommend it, it is for small and medium-sized financial companies, with a portfolio of clients in training, since the cost-benefit ratio is not attractive.

Using CB Dynamics CRM - Sharepoint Permissions Replicator

3 - 

Basically accounting areas, including inventories, accounts payable, accounts receivable, administration, tax payments. The most critical areas of document management. The saving of time and the unification of the process flow is important with this tool, in addition duplicate tasks are avoided. One of the biggest advantages is the saving of paper and the liberation of space in corporate mail.

1 - 

The common characteristic of all technical support personnel is the ability to interact with the users of the tool, probe, ask, determine needs, adapt the user to the application, keep a record of the most common incidents with their solutions. Communicate the use of the appropriate modules to cover the information needs.
Among the necessary skills is to manage the work flow of the company, document management and the ability to optimize the use of the program.
  • Reports in real time and in a timely manner, allowing decision making.
  • Constant update of the core of the company, products, customers, cash flow, in real time with all the areas involved.
  • Adequate management of the documents of the administrative activity, with error detection, online correction, avoiding duplication of functions.
  • Commercial activity reports, performance reports, all online with the participation of all the areas involved in real time.
  • Time savings, paper savings, optimization of the workflow process, with the areas involved in decision making.
  • The management and access to documents in a segmented manner, only by those involved in the process.
  • Use it as a tool for monitoring and controlling the management of the sales force.
  • Development of sales statistics, to project future needs of the client portfolio and requirements of the markenting area.
  • File of control of the invoicing, and development of automated reports of periodic shipment.

It is a complementary tool of the main CRM, which provides an adequate management of the documentation, reports, files that are derived from the business activity. It offers adequate levels of security for small businesses, the implementation is easy compared to other tools, it is easy to use, it offers adequate file capacity. In the future it can be strengthened with access to the cloud, development of apps and integration with other platforms.

Evaluating CB Dynamics CRM - Sharepoint Permissions Replicator and Competitors

  • Product Features
  • Product Reputation
  • Prior Experience with the Product

The characteristics of the product are adapted to the requirements, is a solution according to the management of the company, by its size. It offers the necessary modules for the follow-up of a company of medium and small dimensions, it is not difficult to implement, with an acceptable learning curve for medium-level users.


So far I have not asked myself this question, but as a result of my learning of the last few months, I have discovered the value of the reviews offered by communities of users, vendors and people who use the products. From now on I will pay more attention to this type of tool.

CB Dynamics CRM - Sharepoint Permissions Replicator Implementation


Check the seller's website, read the technical specifications of the product, calculate the investment in personnel, software and hardware, validate that the management modules document is what they are looking for. Project the integration of the program with the systems that the company manages. Read many reviews and note the most important points of the user experiences.
Change management was minimal - 

As previously mentioned, it is a simple implementation program, and does not generate large organizational changes for its installation. I recommend to other interested parties the readings of reviews before the implementation of any tool. Knowing first hand the history and point of view of users of any program generates a necessary experience to optimize the use of the tools.
  • Which is ideal for small companies, since it is not necessary a technician of extensive experience for the implementation of the tool. Saving costs and time.
  • The technical requirements are basic for any office, it does not require an additional investment in sophisticated hardware.
  • Easy to use and with a simple learning curve.

CB Dynamics CRM - Sharepoint Permissions Replicator Support

Until now, technical support has not been required to a large extent, but for this question three variables must be taken into account; The level of complexity of the implementation of the tool, the courses, tutorials, training and learning curve of the users, and finally the technical support as such. This tool has implementation attributes and ease of use, reducing the incidence of technical support.
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None

I do not have a case that can answer this question. Until now, technical support has not been required to a large extent, but for this question three variables must be taken into account; The level of complexity of the implementation of the tool, the courses, tutorials, training and learning curve of the users, and finally the technical support as such. This tool has implementation attributes and ease of use, reducing the incidence of technical support.

In spite of what has been described, the need to resort to the technical support urgently speaks well of the tool and its use by users.

Using CB Dynamics CRM - Sharepoint Permissions Replicator


As it has already been said before, it is a simple implementation program, easy to use, with a short learning curve, with a friendly interface, a good design, a security according to the type of company and with the possibility of personalization. It provides an accessible cost tool to improve business management and document management.
ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • The graphical interface, it seems very well designed, is friendly and facilitates the use of the tool, allows a quick identification of the modules.
  • Total control of the data, with good information security gap.
  • Easy to use, with all management modules well defined, with customized profiles.
  • Integration with other tools that do not belong to the Dynamics family
  • The development of mobile apps, as well as the integration with different email providers.
  • integration in the cloud with other storage tools.