Microsoft CRM 2011 Review
December 04, 2013

Microsoft CRM 2011 Review

Steve Rauda | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version


Modules Used

  • Sales
  • Service
  • Marketing

Overall Satisfaction

  • Microsoft CRM is easily customizable allowing companies to quickly implement business logic and processes.
  • Microsoft CRM has a robust API that allows developers to build advanced customizations.
  • Microsoft CRM framework allows 3rd party solutions to be quickly and easily integrated into CRM.
  • The new dialog process feature is great, but is lacking a few features like field validation on the dialog and more control over displayed pages.
  • Not sure if this changes in CRM 2013, but running workflows from ribbon buttons is not intuitive. The user has to navigate to the workflows area to determine if the workflow completed successfully. It would be nice to have the workflow run synchronously.
  • More ability build to views on the new connection feature would be great.
  • Better management of our sales process.
  • Better management of our helpdesk processes.
  • Better customer service metrics.
We like the product and the ability to integrate 3rd solutions, especially around the helpdesk processes, and we are a Microsoft partner.
What are your requirements? What process are you trying to capture (sales, helpdesk, etc)? What is your budget? Is there a system currently in place? Do you need to integrate with an external app like an ERP system? Are you currently looking at other procducst like