Microsoft Dynamics CRM Reviews

The primary use case for Microsoft Dynamics CRM was in a banking scenario. I used it to house end-to-end customer data and to harness its features to provide customer support and enhanced sales tracking and forecasting.

Microsoft Dynamics CRM allowed us to house end-to-end customer data and use its features to provide customer support.

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.

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 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.

I use the solution to manage the lead sales pipeline and enable the marketing department to maintain customer data.

The CRM is very fast, which is the most important aspect, and it's very handy. I have implemented some good automation. The cost should be more flexible for smaller organizations. I can add multiple custom fields. I can also create fields and customize them according to my needs.

It was related to connecting large data with specific company information. We consolidated all the data in one place to speed up the company's decision-making. 

We gathered data based on their specific requirements and stored it alongside the company's personal data. 

Working with all Microsoft products from one platform is very useful. You don't need to open multiple programs on your laptop. 

You can access all the products and software from the same platform. Integrating all these services into one platform is very useful. 

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.