As customisable as you need
August 11, 2016

As customisable as you need

Anonymous | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Software Version

On-Premise

Overall Satisfaction with Microsoft Dynamics CRM

We tried various CRM solutions, finally our R&D department selected Microsoft Dynamics CRM. We had some issues adding Jalali calendar to it, but eventually we did.

Our company made a plan to implement Microsoft Dynamics CRM:
1. Our real process identification
2. Customizing CRM in the marketing department
3. Data migration in marketing department
4. Using CRM in parallel to our previous in-house software
5. Checking the results, and in case of a successful pilot period stoping the previous solution and extending CRM to use in our Project Implementation Department and in our Customer Care and Support Department.
  • It's dynamic and easy to customize
  • It integrates with other organizational solutions
  • There are free resources to solve issues and problems
  • It work on both computers and mobile devices
  • Jalali Calendar and support for RTL languages
  • Kanban board to visually analyse work
  • Complete Integration
  • More customer satisfaction
  • Better teams assignment
In my point of view, Zoho CRM is really good but it just provides a cloud based solution. We needed an on-premises solution, therefore we choose Microsoft CRM instead of Zoho CRM. But if we want to compare these two software solutions, I would say, both solutions are good and in some cases each have their own advantages.
It's well suited when you use Marketing, Selling, Doing and supporting together, but its less appropriate we you use it as a chain in another solution or maybe manually.

Microsoft Dynamics 365 Feature Ratings

Customer data management / contact management
8
Workflow management
7
Territory management
9
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
8
Interaction tracking
Not Rated
Channel / partner relationship management
6
Case management
6
Call center management
5
Help desk management
9
Lead management
8
Email marketing
9
Task management
4
Billing and invoicing management
4
Reporting
8
Forecasting
5
Pipeline visualization
9
Customizable reports
9
Custom fields
9
Custom objects
8
Scripting environment
Not Rated
API for custom integration
7
Role-based user permissions
8
Single sign-on capability
Not Rated
Social data
4
Social engagement
4
Marketing automation
4
Compensation management
Not Rated
Mobile access
9