MS CRM Dynamics - basics are there
December 04, 2013

MS CRM Dynamics - basics are there

Maureen Olstad, PMP, CPA (inactive) | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User

Software Version


Modules Used

  • Cases
  • Accounts
  • Contacts
  • Opportunities
  • Activities
  • Outlook connector

Overall Satisfaction

  • Flexible configuration of de-dupe rules.
  • Flexible configuration of workflows including emails.
  • Users can easily create their own views.
  • Reporting - you cannot select more than 10,000 records. I don't know if this is the first 10k, the last 10k or some random sampling. What happens when you need to review 90k records? We were forced to use an OData connector with an open CRM session to pull data into Excel. Works, but you cannot automate and it is not sustainable.
  • Forced upgrades break existing functionality - this includes a connector to Pardot (our marketing automation tool), CRM no longer supports Windows XP and Office 2003 so new computers need to be purchased for sales managers . Previous upgrades broke java script functionality that had been built into CRM. Although we pay for a test environment, there is not always an opportunity to upgrade that environment prior to the live system and resolve issues without affecting sales reps and customer service.
  • Communication - CRM Dynamics experienced an outage for 3 hours this week. I received FOUR emails telling me that they had resolved the issue. It would have been good to have received ONE email telling me the system was down and they were working to resolved the issue.
  • Automated lead updates from Pardot, our marketing automation tool. Note that this will break later this month when we are forced to upgrade to Office 365 logins.
  • Outlook connector provides greater efficiency for sales reps.
The sales manager likes to the tool.
The basic functionality is there - sales, customer service, mobile. Understand your requirements for reporting. Can you deal with forced upgrades?