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Dynamics CRM
February 06, 2015

Dynamics CRM

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

On-Premise

Overall Satisfaction with Microsoft Dynamics CRM

We use Microsoft Dynamics CRM both as a Salesforce automation tool as well as a XRM platform to meet internal challenges. It's a flexible enough tool that allows our business analyst (non-programmers) to rapidly prototype through configuration and vastly extendible for our developers to enhance the platform to meet more advanced business cases/needs. The 2013/2015 updates have vastly improved the user experience bringing much richer UI and business configu
  • Built on MSFT stack so development is simple to pick up for any .NET developers
  • Different deployment options (on-premise, cloud) fits vastly different business(and legal) needs across all industries and business sizes.
  • Limited out of the box reporting capabilities, most enterprise companies will require custom reports and/or additional reporting/BI products
  • Faster/more efficient lead conversion
  • Stronger adherence to business rules/processes
Microsoft Dynamics CRM is well suited for companies that already (or plan to) use Microsoft's suite of tools (SharePoint, Office, etc.). Microsoft plans on increasing its update schedule so companies that plan on using a continuous lifecycle method to manage development will likely benefit more (although updates are not required).

Microsoft Dynamics 365 Feature Ratings

9.3
Customer data management / contact management
10
Workflow management
10
Territory management
9
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
10
Quote & order management
10
Interaction tracking
8
Channel / partner relationship management
8
9.3
Case management
10
Call center management
10
Help desk management
8
9.0
Lead management
10
Email marketing
8
9.0
Task management
8
Billing and invoicing management
10
7.7
Forecasting
8
Pipeline visualization
8
Customizable reports
7
10.0
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
9.0
Social data
9
Social engagement
9
10.0
Marketing automation
10
Compensation management
Not Rated
7.0
Mobile access
7