Microsoft Dynamics CRM Room for Improvement

Daniel_Thomas - PeerSpot reviewer
CRM Analytics Lead-Consumer Insights at a retailer with 1,001-5,000 employees

One of the biggest challenges is that there is a huge disconnect between, "The business wants this data available," and making that data available in our systems. It requires a lot of effort. There's a huge disconnect, and that's because of a lot of backend work that needs to get done.

From a user standpoint, it is fairly intuitive. Its user interface is nothing phenomenal, but it is intuitive. However, on the backend, a lot of work is required to effectively push the data through. It requires a very heavy lift on the organization's part. It is a complex backend. 

When it comes to any necessary changes or updates, we have issues. It is not very agnostic in terms of working with other platforms. A lot of data transformation had to be done internally in order to send it to various systems.

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Project Manager at a financial services firm with 201-500 employees

In terms of the performance, when it comes to loading a large volume of data, it's slow at times, so the system could be optimized. A lot of those things can be dependent on the kind of resources that you're using, but over time we've been able to scale on the resources and that has actually improved over time.

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Somadina Leo - PeerSpot reviewer
Operational Risk Analyst at a financial services firm with 5,001-10,000 employees

Microsoft Dynamics CRM could improve by being more user-friendly and having a better design. I have used Service Desk and it is not user-friendly but this solution is worse. The graphical interface is not intuitive, you need someone to guide you or you will have difficulties navigating around to find the file you need. The data we are normally dealing with is boring enough and the interface could be more attractive and more exciting. The tabs and arrangement could be done better to be more user-friendly. Microsoft Excel, PowerPoint, and Word are fine and Microsoft should extend their user-friendliness and intuitiveness to Microsoft Dynamics.

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Buyer's Guide
Microsoft Dynamics CRM
November 2022
Learn what your peers think about Microsoft Dynamics CRM. Get advice and tips from experienced pros sharing their opinions. Updated: November 2022.
657,849 professionals have used our research since 2012.
Technology, Tools, & Solutions - Program Manager at a consultancy with 501-1,000 employees

Microsoft Dynamics CRM is not that customizable, you can customize it, but a lot of it is still pre-built in a way that you have a lot of details in there that you don't need.

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Senior Manager at Arcana

The main issue with Microsoft Dynamics CRM is that its GUI isn't very attractive. 

Overall, the solution has the same functionalities as other CRMs such as Salesforce, but Salesforce is much simpler to use. Microsoft Dynamics CRM is complicated to use, and this is another area for improvement.

It was also more difficult to set up the solution, so its setup could still be improved.

What I'd like to see in the next version of Microsoft Dynamics CRM is a cleaner user interface because currently, it looks messy to me. Salesforce CRM has a better, more simplified user interface that makes it easier for you to get what you need, while in Microsoft Dynamics CRM, you have to put in a lot of effort to get things done.

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Gary Cook - PeerSpot reviewer
Executive at Empowered Analytics

Microsoft Dynamics CRM can improve by adding more artificial intelligence. Additionally, they should add more modules, such as account-based management, that are available on other platforms such as

It's a very good middle-of-the-road solution, but there are some functions that we would prefer.

In a feature release, it would be beneficial to have more inbound marketing and digital marketing. Additionally, features that allow us to manage campaigns better. A lot more artificial intelligence around understanding customer propensity to churn and purchase.

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Market Response Coordinator at a financial services firm with 201-500 employees

My company's biggest challenge with Microsoft Dynamics CRM is wanting to market solely to leads without having to create a contact and link the contact to the lead.

From a marketing standpoint, there's room for improvement in the lead process of Microsoft Dynamics CRM.

In the next version of Microsoft Dynamics CRM, I'd like to see built-in tutorials because the solution isn't as user-friendly in some aspects, for example, building segments you may not be familiar with. Microsoft Dynamics CRM seems to be designed for engineers, not necessarily for people with marketing or sales backgrounds or who may not have that many technical skillsets or backgrounds.

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Benoit Tellier - PeerSpot reviewer
IT Telehealth Specialist at Clinical & Support Options

The options for customizing Microsoft Dynamics CRM are very limited or highly complex. You'll need to understand all of the Administration settings, as well as Microsoft Flow.

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Solution Consultant at a tech services company with 11-50 employees

Microsoft Dynamics CRM is operational enough, in terms of frequency, but an area for improvement would be its dashboard. Currently, it's widget-like, so hopefully, it could be improved, particularly to allow you to create a custom dashboard using a query. A custom dashboard would make the solution better and is an additional feature I'd like to see in the next release of Microsoft Dynamics CRM because right now, it only has a default dashboard, but maybe my account has limited access, so I can only see the default version of the dashboard.

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Solutions Architect at a tech vendor with 501-1,000 employees

The product can be a bit expensive, especially for a smaller organization.

I wouldn't want to change any aspect of the product.

The mobile side of the product doesn't look that great right now. It doesn't seem to render. It's the responsiveness across different devices, from light testing, just seemed kind of off. It seems like it really needs to identify when it's on a mobile device and minimize the view. It kind of just does a web page type of thing and it's just really difficult to use. From just the short time I've seen it, I'm not sure how anybody would ever be able to use it.

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Office Administrator at a transportation company with 11-50 employees

Microsoft Dynamics CRM could improve the built-in reports. The ones that are included are pretty generic unless you subscribe to Microsoft BI, which is an extra fee. They should offer the reports without having to purchase a separate subscription for Microsoft BI. However, the reports in Microsoft BI are fantastic.

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Kush Gupta - PeerSpot reviewer
VP Sales Head at Hexaware Technologies

One area for improvement in Microsoft Dynamics CRM is its end user feedback. It's still not that great compared to Salesforce.

They also need to improve on the look and feel of the solution, because those are still slightly better on Salesforce.

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Cameo Mbowane - PeerSpot reviewer
Chief Executive Officer at Customersoft Innovation

Microsoft Dynamics CRM could improve by making it easier to export data to SharePoint because most of our customers use SharePoint. They have to log into a Microsoft environment platform from their SharePoint for access should be made easier. Additionally, if the customer portal was enhanced for it to be customized it would be a benefit.

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Technical Consultant at LinkDev

I'd like to improve some points within the workflow automation. I'd like to have better control over security.

Technical support could be faster and more responsive. 

The pricing is quite high.

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Terence Mupeti - PeerSpot reviewer
Technology Services Lead at MASA

It would be better if it were more secure.

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Tushar Rahatekar - PeerSpot reviewer
Sr. Systems Analyst at a maritime company with 10,001+ employees

My recommendations on Microsoft Dynamics CRM in terms of how it could be improved: It should be more configurable and more scalable. Its performance also needs improvement, particularly because its screens hang while querying data.

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GabrielaDavila - PeerSpot reviewer
Snr Sales Account Manager at a tech services company with 201-500 employees

It is difficult to qualify opportunity in Microsoft Dynamics CRM. If any salesperson uses information, their bosses, cannot measure it. This is something that could be an improvement.

Perhaps in the next release, there will be an opportunity to better qualify the opportunities. Introducing a company-defined process so we can measure better before investing resources in working on this opportunity. 

Also, more documentation about why you lose, because there is a cost of opportunity that we are not aware of.

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Marouan Bellioum - PeerSpot reviewer
Cyber Security Program Manager at a financial services firm with 10,001+ employees

The dashboard needs to be improved.

The real-time execution could be improved. In particular, there should be better security and performance within the cloud, at the edge level.

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PTM at Computer Network Systems

The approvals component of Dynamics is complex. It isn't very easy to generate approvals between different departments. Microsoft should also add some more features to the dashboard to improve visibility.

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Business Development at a tech services company with 51-200 employees

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.

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Goncalo Valadas - PeerSpot reviewer
Principal Engineer at CRITICAL Software

Overall, the solution could be made to be more user friendly. 

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Gaurav Chauhan - PeerSpot reviewer
Product manager at Indusface

Microsoft Dynamics CRM can improve by having integration with Slack. Additionally, the solution is incomplete, and we must use other solutions to fulfill our needs.

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Head of .NET Department at Evozon Systems

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.

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Software Developer at Tarika Technologies Pvt Ltd

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.  

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Founding Member /Technical Director at BonPro Information Systems

The solution can be improved by reducing the customer service response time.

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Sr. Enterprise Account Executive at a tech services company with 51-200 employees

There are more people using Salesforce. Therefore, there are more partners, and applications for it, and is easier to use. 

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ICT Officer at Intelligent Skincareinc Inc.

The manufacturing module could be improved. I would like to see customization in the next release.

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Anup-Kumar - PeerSpot reviewer
Portfolio Strategiest at a computer software company with 1,001-5,000 employees

The integration capability with other systems could be improved, particularly the Lead Generation system.

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Can-Bolat - PeerSpot reviewer
Solution architect at GlassHouse

Microsoft Dynamics CRM could improve by being more user-friendly.

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Michalis Evripidou - PeerSpot reviewer
Payment Specialist at a wholesaler/distributor with 51-200 employees

Microsoft Dynamics could have better note-taking capabilities. It should have more preset options where you enter notes by clicking a box instead of writing them out. 

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MirziyodMirsaatov - PeerSpot reviewer
CEO at Top-IT Solutions Ltd

The overall price of Microsoft Dynamics CRM could improve.

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Knowledge and associate at a consultancy with 1,001-5,000 employees

The solution could improve by having better integration documentation.

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Project Assistant with 51-200 employees

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

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Sergiy Ustenko - PeerSpot reviewer
Marketing Manager at Idealsoft

Better integration would be an improvement.

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Account Manager at Liquidity X

Dynamics could perform a little better, and it would be nice to save the filters I use frequently, so I don't need to do the same thing every day.

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Jesus Petez - PeerSpot reviewer
Communication and Security Director at Nunsys S.L.

The performance could be improved.

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Project Lead at a computer software company with 201-500 employees

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

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Dinesh Parashar - PeerSpot reviewer
Practice Head- Epicor at coporateserve Solutions pvt. ltd.

The price of Microsoft Dynamics CRM could improve.

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Administrative Assistant at a wireless company with 11-50 employees

This solution would be easier to use if everything was displayed on one page, to avoid moving from one tab to another tab to add documents or add comments.

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Sales Manager at a tech vendor with 51-200 employees

The solution could have better dashboards and the Microsoft operating system could be more intuitive.

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Buyer's Guide
Microsoft Dynamics CRM
November 2022
Learn what your peers think about Microsoft Dynamics CRM. Get advice and tips from experienced pros sharing their opinions. Updated: November 2022.
657,849 professionals have used our research since 2012.