Microsoft Dynamics CRM Reviews

The solution can be deployed on a public cloud or private cloud. The price of our private cloud is expensive. The data is residing within the geographic boundaries of the country so we proceeded with the public cloud.

We offer three applications to our customers for loan requests and trading account openings. To begin the process, customers must register through our mobile application on iOS or Android, which utilizes APIs to capture and transmit their information to Microsoft Dynamics. This asynchronous system involves a pull-and-push mechanism that allows us to receive and reflect upon the data provided. Our Microsoft Dynamics CRM platform is also closely connected with our contact center dialers, which we utilize for both inbound and outbound calls. When a customer contacts us, their information appears on our screen thanks to CRM APIs that identify the mobile number and other details. Our CRM serves three primary purposes, including the aforementioned use cases, as well as MIS reporting for management.

Compared to other partners, the most valuable aspect of Microsoft Dynamics CRM is its intuitive APIs, which are customizable and allow for the addition of multiple parameters and attributes. This feature enhances the purpose call in our services. Additionally, the learning curve for contact center agents using Microsoft Dynamics CRM is shorter than with other solution providers. Finally, the commercial aspects of Microsoft Dynamics CRM are superior to those of other solution providers.

The good thing is that the solution integrates with most of the Microsoft tools, and it becomes easier for us to navigate through. It's quite an easy solution, and the business people can easily understand it. Since the CRM itself is integrated with emails, WhatsApp, and SMS gateways, it has multiple channels. Since it's all integrated, it becomes easier. Microsoft Teams meetings are integrated into Microsoft Dynamics CRM.

The most valuable feature of Microsoft Dynamics CRM is the campaign feature. The solution's campaign feature allows you to collate a group of customers and the frequency of email notifications sent to them. You can put an advertising budget for a series of customers, whereby high net-worth individuals will be marketed for high-end products.

Low-end customers will be in a different campaign. So, we run campaigns on different sectors of customers.

One of the solution's good features is integration because it directly integrates with Microsoft tools. Microsoft Office 365 and Microsoft Teams are built into it. The solution gives a varied network of text and email gateways, which are already integrated and come with the package.

My main use cases include case management and tracking customers.

We integrate CRM into our daily sales processes. 

Sales processes are predefined. The choice of CRM depends on how flexible you can make workflows. That's why Salesforce is popular.

It streamlines customer service and support tasks. A complex challenge was with a large customer who had diverse systems in 17 countries with different local regulations. 

This product helped accommodate some of those requirements. We still needed an intermediate system for reporting in two countries, but it tackled 19% of the initial complexity.

The ease of learning and using the interface is important. Moreover, the customization capabilities are good. I haven't had any issues with customization for any customers I've worked with on this product.

We use Microsoft Dynamics CRM primarily for sales, but using it for marketing is also becoming very predominant.

Microsoft Dynamics CRM brings the most value in terms of its ease of implementation. It was a big issue earlier, but now they've made it very simple to implement.

We use the solution as a policy management system. 

For me, the most helpful functionalities in Microsoft Dynamics CRM are customer engagement, contact management, opportunity management, and order management. The service management features, including ticket management and handling complaints from the call center, are also very useful. One of the key benefits is the faster time to market, as it allows for quicker product delivery and better customer management. The tool also improves customer interaction through the service center, leading to better adherence to KPIs.

The platform is utilized for various purposes, including sales process and customer relationship management (CRM).

I would suggest enhancements in customization and better integration for testing codes to improve the functionality of Dynamics CRM.

We primarily use the solution as a CRM for a call center.

While we already had a workflow, we already had so many tools and needed a better system, so we began to use Dynamics.

The use cases are for HR management, resource management, project insight, and timesheet management. It is mostly connected with people and resource management.

The deployment of Microsoft Dynamics CRM is easy because it's a software as a service, which eliminates the need to deploy anything in our data center. It has improved the verification of value streams by mapping projects to products and demonstrating the total cost of ownership. This automation significantly impacts daily operations by reducing the time spent on manual tasks and improving the quality and delivery time.