Microsoft Dynamics CRM Customization and Growth for your Company.
Updated April 09, 2015

Microsoft Dynamics CRM Customization and Growth for your Company.

Wendy Smith | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version


Overall Satisfaction with Microsoft Dynamics CRM

  • CRM gives you access to all the customers throughout the company no matter which part of the world the office is located.
  • I like the fact that I can create my own dashboard so I can see all the areas that are of importance to me.
  • I also like the fact that you can see all the quotes going on within the company to make sure you are not competing against yourself.
  • It is a bit cumbersome when qualifying a customer. Could use a few more selections like qualified but went to a distributor.
  • When creating a new customer, the owner is not defaulted to who created it. It uses the default option and then gets emails out and has to be reassigned back to the person who created the customer.
  • Creating reports could also be more user friendly.
  • Makes it easier for the sales people to keep their leads/customers in one location and easier to read.
  • Easier to do mass marketing to a specific group.
  • Mobile version could be better.
How does the customer number conversion work with the ERP system it is pulling from? Will it get rid of any preceding zeros? Will it pull in all addresses used in the ERP system for one customer? Can it be customized to fit your company.

Using Microsoft Dynamics CRM

Over all it is a great product for tracking the status of customers, sales and invoices. You can see how your sales guys are doing and compare against other sales people in different regions of the company.

Microsoft Dynamics CRM Training

Using Microsoft Dynamics CRM

There are some functions that can be worked on to make it more user friendly for the sales people who have to use it on a daily basis.
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Quick to learn
Feel confident using
Lots to learn
  • Seeing all the customers for the global company in one location and seeing what state they are in.
  • Seeing the sales for each customer and how the sales are against the budget
  • The sales guys have a hard time qualifying or disqualifying a customer. Not enough options for our company with in Distribution Services
  • Changing the layout in the sales area. Would like to be able to add sections to see at a glance