MSCRM Manager Review
October 02, 2015

MSCRM Manager Review

Anonymous | TrustRadius Reviewer
Score 4 out of 10
Vetted Review
Verified User

Software Version

On-Premise

Modules Used

  • Financial Management

Overall Satisfaction with Microsoft Dynamics CRM

We actually utilize Microsoft Dynamics CRM in an unorthodox fashion. We have all the servers in our home office and we utilize business units as different offices across our client base. So we have different offices all on the same CRM system, but maintain curtaining with user roles and business units.
  • I believe that it's a very robust system with tons of capability.
  • I like the workflows.
  • The advanced find tool allows users to do complicated queries.
  • Because of its robust nature, it's not that intuitive. Novice users have struggled using it.
  • The look is too bulky and clunky. There are too many windows and areas to store the same information.
  • The Outlook add-in doesn't work great.
  • We've spent a lot of time and money trying to customize the platform for our clients. We feel like it wasn't the greatest use of assets.
  • Lead conversion is fairly straight forward but its still confusing for the end users.
  • There was a large learning curve for a lot of the end users, time which could have been used towards other goals.
Microsoft Dynamics CRM is better that ACT! and GoldMine, but I think Redtail is superior due to its straight forward nature and intuitive UI. It's just as robust so advanced users can still get the complex reports and queries they are looking for, but it's intuitive enough that a novice user can still get around without much of a learning curve.
There are better and more intuitive tools on the open market. In fact, my company is moving away from Microsoft Dynamics CRM and built our own CRM system from the ground up. If you have very tech savvy, heavy users, Microsoft Dynamics CRM works well. If you are dealing with less tech savvy folks who want a simple system, Microsoft Dynamics CRM maybe too much for them.

Microsoft Dynamics 365 Feature Ratings

Workflow management
6
Territory management
3
Opportunity management
4
Integration with email client (e.g., Outlook or Gmail)
6
Contract management
8
Channel / partner relationship management
5
Case management
6
Call center management
6
Help desk management
6
Lead management
5
Email marketing
3
Task management
8
Reporting
9
Forecasting
8
Pipeline visualization
4
Customizable reports
8
Custom fields
9
Custom objects
8
Scripting environment
7
API for custom integration
7
Role-based user permissions
6
Single sign-on capability
8
Marketing automation
4
Mobile access
2