MS Dynamics: not so sexy but efficient solution with potential?
August 02, 2017
MS Dynamics: not so sexy but efficient solution with potential?
Score 3 out of 10
Vetted Review
Verified User
Software Version
On-Premise
Overall Satisfaction with Microsoft Dynamics CRM
Microsoft Dynamics CRM is being used for different reasons and by different teams in my current organization. We are currently implementing it in the Communication division to address community relations, create, maintain and share a contact and organization database, log meetings minutes, issues, and improve the organization's image by straightening and aligning their outside communication. We are planning to add more processes in the near future.
- Main menu. MS Dynamics menu is user friendly.
- Interface overall is OK.
- Auditing. Major issue for me. It is not possible to export "who" log to Excel - when and what people have been doing. It has to be done manually, which is really cumbersome. I had to review 100 of pages of logs to communicate my 1st Proof of Concept! It is very useful when working on a POC. as a BA or PM, I need to follow what is happening in order to address potential issues. In most of the others CRM I know, it is usually really easy to generate a KPI report by team, process, etc.
- Administration. It is not user friendly compared to best in class CRMs. Roles and privileges are complicated. Designing a structure with business champion has been challenging.
- Positive: Educate my current organization about CRM processes. Help them maintain a Contact and Organization database, improving teamwork and communication with external partners.
- Negative: it looks and feels not as user friendly and customer-focus designed compared to best in class CRM. That could reduce user usage and be a risk in a project.
It is average. I feel some free CRMs might be better for some organizations depending on their needs. MS Dynamics has potential, but there is kind of a 'white elephant' feel to it.