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MS Dynamics CRM - Customisable but clunky
July 22, 2016

MS Dynamics CRM - Customisable but clunky

Chris Thorne | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User

Software Version

Online

Overall Satisfaction with Microsoft Dynamics CRM

Dynamics CRM is our organisation's CRM - we manage our sales pipeline and use it for reporting and sales forecasting, as well as day to day management of contacts, accounts and opportunities by the sales team.
  • Dynamics CRM is hugely customisable - making it adaptable to even the most unique/bespoke sales pipeline
  • The connection of different entities (e.g. accounts, opportunities) etc. is very straightforward, allowing for better attribution and reporting
  • In built reporting is intuitive and takes advantage of most people's familiarity with MS Office
  • The system is very slow, especially on the back end when it comes to making customisations
  • Ability to automate business processes falls slightly short for more advanced needs - such as being able to perform actions based on lookup results
  • Better visibility on sales performance allows us to hold our team accountable to KPIs
Microsoft Dynamics is a highly customisable CRM, meaning it can be set up to the needs of most organisations. However, it is surprisingly slow, and is clunky to integrate with our systems, even MS systems such as AX.

Microsoft Dynamics 365 Feature Ratings

6.1
Customer data management / contact management
8
Workflow management
3
Territory management
3
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
6
Quote & order management
6
Interaction tracking
6
Channel / partner relationship management
6
6.0
Case management
6
6.0
Lead management
6
7.0
Task management
7
Billing and invoicing management
6
Reporting
8
8.0
Forecasting
8
Pipeline visualization
8
Customizable reports
8
10.0
Custom fields
10
Custom objects
10
Scripting environment
Not Rated
API for custom integration
Not Rated
9.0
Role-based user permissions
9
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
5.0
Marketing automation
5
Compensation management
Not Rated
6.0
Mobile access
6