Microsoft CRM. Good enough.
August 12, 2016

Microsoft CRM. Good enough.

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

On-Premise

Overall Satisfaction with Microsoft Dynamics CRM

We used CRM to manage sales pipeline, focusing on accounts and prospects. Microsoft was as good as any other solution with ability to capture leads, qualify opportunities and weight them for reporting purposes. There was no need for higher priced solutions. Reporting out of the box is limited, but the data is easily extracted into your business intelligence tool of use. In our case, QlikView, which worked great.
  • Track Opportunities
  • Track accounts
  • Track prospects
  • Reporting
  • Simpler views into opportunities for faster data entry would be good
  • CRM improved our sales pipeline management.
CRM is similar to Salesforce in features. SFDC has much better marketing but Microsoft gets the job done.
Tracking opportunities across a team of 4+ sales areas, at which point a spreadsheet or google doc just doesn't work anymore.

Microsoft Dynamics 365 Feature Ratings

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