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PeerSpot user
Business Analyst at StackEdge Consulting
Consultant
With the Mobile Sales feature, we can create drafts in offline mode and sync it later when we are online, but mobile usage to other verticals could be improved.​

What is most valuable?

MS Dynamics CRM 2015 release has many exciting features.

Following are a couple of my favorite features in this update.

1. Search

2. Mobile Sales

There are many other exciting features in MS Dynamics CRM 2015 version, promising outstanding customer experiences.

How has it helped my organization?

With the Search feature, we are now able to search in Dynamics CRM 2015 in different records or customized records.

With the Mobile Sales feature, we can now create drafts in offline mode and sync it later when we are online.

What needs improvement?

Enhancing mobile usage of the CRM to other vertical would be good. I believe the MS Dynamics CRM app is a great experience to the sales people. With the mobile app, we can nurture with leads, opportunities and accounts. Although I was looking to get reports, view of all the dashboards and other modules (Settings and Service).

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
reviewer1183227 - PeerSpot reviewer
Project Lead at a computer software company with 201-500 employees
Real User
Good support, good ROI, and many integration tools
Pros and Cons
  • "It is good for sales and service maintenance. It has various integration tools."
  • "I am happy with it. If anything, its interface could be improved."

What is most valuable?

It is good for sales and service maintenance. It has various integration tools.

What needs improvement?

I am happy with it. If anything, its interface could be improved.

For how long have I used the solution?

I have been using it for the last four years.

What do I think about the stability of the solution?

Its stability is good.

What do I think about the scalability of the solution?

Its scalability is good.

How are customer service and support?

Their support is good. I'm happy with that. I would rate them a five out of five.

What was our ROI?

I have seen 30% to 40% ROI.

What other advice do I have?

It is a good platform for sales and service maintenance. I strongly recommend using it. Many integration tools are available, and various upgrades are coming. Its ROI is also good.

I would rate it a 10 out of 10.

Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
PeerSpot user
Buyer's Guide
Microsoft Dynamics CRM
December 2024
Learn what your peers think about Microsoft Dynamics CRM. Get advice and tips from experienced pros sharing their opinions. Updated: December 2024.
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reviewer1691898 - PeerSpot reviewer
Entrepreneur at a comms service provider with 1,001-5,000 employees
Real User
Top 20
Plenty of features, simple installation, and reliable
Pros and Cons
  • "Microsoft Dynamics CRM has plenty of valuable features."

    What is our primary use case?

    Dynamics is a Customer Relationship Management (CRM) cloud solution. However, previously we mainly installed it on-premise for car dealers.

    What is most valuable?

    Microsoft Dynamics CRM has plenty of valuable features.

    For how long have I used the solution?

    I have used Microsoft Dynamics CRM within the past 12 months.

    What do I think about the stability of the solution?

    Microsoft Dynamics CRM is stable.

    What do I think about the scalability of the solution?

    I have found Microsoft Dynamics CRM to be scalable.

    We have approximately 10 customers that are using this solution.

    How was the initial setup?

    The installation is straightforward. The average time for installation and commission of the solution is three months.

    What about the implementation team?

    We have a four-person team of mainly project managers and developers that do the implementation and maintenance of the solution.

    What's my experience with pricing, setup cost, and licensing?

    The price of the solution is good but could be cheaper.

    What other advice do I have?

    I rate Microsoft Dynamics CRM an eight out of ten.

    Disclosure: My company has a business relationship with this vendor other than being a customer: Integrator
    PeerSpot user
    Head of .NET Department at Evozon
    MSP
    Top 5Leaderboard
    Robust CRM that has allowed us to keep track of all engagement with our customers
    Pros and Cons
    • "The history of engagement with our customers, including all conversations, has been most valuable when using this solution."
    • "The setup with other email servers, other than Microsoft Outlook, could be improved. Alternatively, we'd like to have some feature that allows us to send emails directly from our inboxes to the CRM and assign it to a certain client."

    What is our primary use case?

    We use this solution to track our client's information, plans, and discussions we have with them.

    What is most valuable?

    The history of engagement with our customers, including all conversations, has been most valuable when using this solution.

    What needs improvement?

    The setup with other email servers, other than Microsoft Outlook, could be improved. Alternatively, we'd like to have some feature that allows us to send emails directly from our inboxes to the CRM and assign it to a certain client.

    For how long have I used the solution?

    We have been using this solution for three years. 

    What do I think about the stability of the solution?

    This solution could be more stable. In the beginning it was much less stable, but has since improved and become robust. 

    What do I think about the scalability of the solution?

    This solution has served our needs but we have not had an excessive number of users so I can't comment on scalability.

    How are customer service and support?

    We receive quick assistance from the customer service team, but we are a Microsoft gold partner which gives us priority service. 

    How would you rate customer service and support?

    Positive

    What other advice do I have?

    I would recommend this solution to others but it does depend on the setup. 

    I would rate this solution an eight out of ten. 

    Disclosure: I am a real user, and this review is based on my own experience and opinions.
    PeerSpot user
    reviewer1120545 - PeerSpot reviewer
    Business Development at a tech services company with 51-200 employees
    Real User
    Multifeatured CRM software that's scalable and stable, but needs to be more user-friendly
    Pros and Cons
    • "Multifeatured CRM software with good stability and scalability."
    • "This is a good tool, but if you don't have experience using a CRM solution, there are a lot of things you'll need to learn. This tool needs to be more user-friendly."

    What is our primary use case?

    I used Microsoft Dynamics CRM for just one or two projects, but it was not for myself. I provided it to clients who need internet automation services.

    What needs improvement?

    Microsoft Dynamics CRM is a good tool, but if don't have experience using a CRM solution, you'll need to learn a lot of things which could be difficult to learn. If you've used Excel or something similar, then learning this software could be easier.

    This tool needs to be more user-friendly.

    What do I think about the stability of the solution?

    Microsoft Dynamics CRM is a stable solution.

    What do I think about the scalability of the solution?

    Microsoft Dynamics CRM is scalable.

    What's my experience with pricing, setup cost, and licensing?

    Pricing for this software could be cheaper.

    What other advice do I have?

    I have pipeline middlemen who sell Microsoft Dynamics CRM as a B2B solution through the web portal, or E-Commerce portal. Clients just need to click on the order form found on the web portal of Microsoft Dynamics CRM.

    Microsoft Dynamics CRM is a good software because it has a lot of features. 

    I do the automation and email feed, and I check the instruments for clients, but they're not my clients directly. I have no idea on how many people clients need for the deployment and maintenance of this solution. I also don't deal with the Microsoft technical support team.

    Microsoft Dynamics CRM is a good tool, so I can recommend it to people who want to start using it.

    I'm not sure about the subscription for this solution. It could be a yearly subscription.

    I just did one team up development with Microsoft Dynamics CRM, but I'm rating it a seven out of ten.

    Which deployment model are you using for this solution?

    Public Cloud
    Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
    PeerSpot user
    it_user1701 - PeerSpot reviewer
    CEO at a computer software company with 51-200 employees
    Vendor
    Customizable and easy to deploy, but requires an SI for effective use.

    Valuable Features:

    Highly customizable. Easy initial deployment.

    Room for Improvement:

    Not structured for small Bussiness. Most likely will need a systems integrator for effective use.
    Disclosure: I am a real user, and this review is based on my own experience and opinions.
    PeerSpot user
    it_user6579 - PeerSpot reviewer
    it_user6579Engineer at a tech services company with 1,001-5,000 employees
    Consultant

    Agree with the reviewer, as the cost of ownership is high its not suitable for small businesses. Several features are good like Integration with Outlook.

    Software Developer at a tech services company with 11-50 employees
    Real User
    Top 20
    An excellent, stable customer relationship management tool that is easy to setup
    Pros and Cons
    • "Our clients appreciate that the solution can be used to monitor everything their customer interacts with in their business."
    • "We would like to see the tech support for this product improved, at present we are frequently waiting for a couple of days before we receive any response."

    What is our primary use case?

    Our clients mainly use this to manage and maintain customer relationships within the requirements of their business. However, our role is to carry out some custom integration that sets the solution up for our clients to use.

    What is most valuable?

    Our clients appreciate that the solution can be used to monitor everything their customer interacts with in their business.

    What needs improvement?

    We would like to see the tech support for this product improved, at present we are frequently waiting for a couple of days before we receive any response.  

    For how long have I used the solution?

    We have been working with this solution for a few months.

    What do I think about the stability of the solution?

    We have found this to be a stable solution.

    What do I think about the scalability of the solution?

    The solution is very scalable and very customizable.

    How was the initial setup?

    The initial setup for the solution is straightforward, but editing it for a customization purposes is a bit complex.

    What about the implementation team?

    The implementation was carried out in-house, by one person.

    The solution is initially built and configured in a sandbox environment. We deploy it in the sandbox, and we can then transfer it into production.

    What other advice do I have?

    I would rate this solution a 10 out of 10.

    Which deployment model are you using for this solution?

    Public Cloud
    Disclosure: I am a real user, and this review is based on my own experience and opinions.
    PeerSpot user
    reviewer830280 - PeerSpot reviewer
    Project Assistant with 51-200 employees
    Real User
    Good tech support and an easy setup allows for a dynamic workflow and good integration with other Microsoft products
    Pros and Cons
    • "Technical support is completely good."
    • "Dynamic's management could be improved. The tech management should have better technical capabilities."

    What is our primary use case?

    I mostly use the solution on the cloud for CRM purposes. 

    What is most valuable?

    Microsoft Team allows for a very dynamic workflow and integrates well with other Microsoft platforms. 

    What needs improvement?

    Dynamic's management could be improved. The tech management should have better technical capabilities. 

    For how long have I used the solution?

    I have been using Microsoft Dynamics CRM for two years.

    How are customer service and support?

    Technical support is completely good.

    How was the initial setup?

    The initial setup was easy.

    What about the implementation team?

    I handled the initial setup on my own. 

    What other advice do I have?

    We make use of the default and customized functions of the solution.

    Microsoft products are in the same family as Power BI, RPI and Microsoft Project Management D365.

    I rate Microsoft Dynamics CRM as an eight out of ten. 

    Which deployment model are you using for this solution?

    Hybrid Cloud
    Disclosure: I am a real user, and this review is based on my own experience and opinions.
    PeerSpot user
    Buyer's Guide
    Download our free Microsoft Dynamics CRM Report and get advice and tips from experienced pros sharing their opinions.
    Updated: December 2024
    Buyer's Guide
    Download our free Microsoft Dynamics CRM Report and get advice and tips from experienced pros sharing their opinions.