Frustrating at times, but has potential.
Updated December 04, 2013
Frustrating at times, but has potential.
Score 6 out of 10
Vetted Review
Software Version
Online
Overall Satisfaction
- I like tracking my Opportunities in one place. CRM makes that easy.
- I like having access from the web. I can go anywhere and still access my clients.
- I like that it integrates with my Desktop Outlook software.
- Dynamics CRM needs to work better with Outlook desktop and SharePoint. I keep getting script errors, timing out, and not connecting the CRM to Outlook.
- Not clear or intuitive where to go next when you open a contact, account, or opportunity screen. Clunky!
- I wish it were easier for a common user to customize it. We have people to do that, but it seems the changes are made for everyone. I wish I could change what appears on the Opportunity screen (like a phone number and/or email address of the primary contact) without the hassle of having to use someone's time to change it for everyone.
- The impact on me has been negative, because I've been spending so much time trying to learn the software. I'm usually pick this stuff up pretty easily, but Dynamics CRM has really tested me! I'd rather be selling!
- Negative: Spending too much time trying to get it to work right in Outlook. Connection issues galore.
- Positive: I do keep better track of my opportunities and follow up.