Dynamics CRM Good For Entry-Level CRM
January 27, 2015

Dynamics CRM Good For Entry-Level CRM

Anonymous | TrustRadius Reviewer
Score 2 out of 10
Vetted Review
Verified User

Software Version

On-Premise

Modules Used

  • Sales, Marketing

Overall Satisfaction with Microsoft Dynamics CRM

CRM is utilized for multiple purposes throughout the organization:

  • For sales, CRM is used for contact management and sales forecasting.
  • For marketing, we have recently installed Marketo. The integration with MS-CRM has been difficult. Nothing talks well with Microsoft products anymore. I can especially attest to this as a web designer. Most basic fields translate over to Marketo, however, custom data fields are an issue. We also use CRM marketing lists for events and campaigns. Basic campaign tracking as well.

Pros

  • Easy to enter new contacts.
  • Easy to export to Microsoft products like Word, Excel, etc.
  • Easy lookups to create lists.
  • Overall easy adoption because of Microsoft UI.

Cons

  • Overall openness to developers.
  • Integration with 3rd party products like Marketo.
  • Remove that email token everybody hates.
  • Lead/contact organization
  • Sales forecasting
  • Marketing list generation
I did not select MS-CRM at my current job, but it is good for entry-level CRM. Very easy to use and adopt. SalesForce has jumped way ahead and looks to be more advanced with more add-ons. I would recommend looking at CRM for companies with under $250M annual sales. Larer companies need to look at sales force and Siebel.
Depending upon the size of the organization, I would recommend a hard look at Salesforce. Microsoft Dynamics CRM is a nice entry level CRM. That's why I endorsed it's implementation in my previous position. SalesForce has made leaps and bounds since then, and there are many more add-ons.

Microsoft Dynamics 365 Feature Ratings

7.5
Customer data management / contact management
8
Workflow management
8
Territory management
6
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
7
Channel / partner relationship management
Not Rated
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
1.0
Lead management
1
Not Rated
Task management
Not Rated
Billing and invoicing management
Not Rated
7.0
Forecasting
7
Pipeline visualization
7
Customizable reports
7
8.0
Custom fields
8
Custom objects
8
Scripting environment
Not Rated
API for custom integration
Not Rated
8.0
Single sign-on capability
8
Social CRM ()
Not Rated
3.0
Marketing automation
3
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

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