The solution should improve the user experience in the process of creating and activating offers. Sometimes, the process is a little bit slow because it has too many details. It also depends on how the software is built for each company because each company has its own process.
All CRM solutions have room for improvement. So far for me, I haven't seen any need for improvement in Microsoft Dynamics CRM yet. If I am correct, the tool makes it possible for its user to have the profile of customers, along with their pictures, which is good. It lacks to provide a more detailed profile of the customer, which would have been better and more useful. Though the product provides phone numbers and email addresses, I feel that in some cases, it would have been better if the business addresses were provided as well.
We had to do some customizations on top and it got a bit cumbersome. Since there are so many ways to customize it, it can get pretty complex. If you do programming on top that doesn't fit right things can get lost pretty easily. We're using an older version. I'm not sure which features may be missing in general. While the reporting wasn't great, it is my understanding that they have since improved on that. It doesn't scale so well.
Assistant Director at a tech services company with 501-1,000 employees
Real User
Top 20
2023-02-13T20:28:52Z
Feb 13, 2023
Microsoft Dynamics CRM can improve the integration with the other system. If they have more flexibility to connect with another system it will be more effective.
Technical Sales Manager at a tech services company with 1-10 employees
Real User
Top 20
2023-01-24T09:25:05Z
Jan 24, 2023
The UI could definitely be improved. The solution lacks some features and the third-party application ecosystem could be better. I also think that usability could be simplified.
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.
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.
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.
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.
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.
CRM Analytics Lead-Consumer Insights at a retailer with 1,001-5,000 employees
Real User
Top 20
2022-05-31T15:47:15Z
May 31, 2022
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.
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.
IT Telehealth Specialist at Clinical & Support Options
Real User
Top 10
2022-03-17T19:58:55Z
Mar 17, 2022
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.
Cyber Security Program Manager at a financial services firm with 10,001+ employees
Real User
2022-02-18T23:48:24Z
Feb 18, 2022
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.
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.
Business Development at a tech services company with 51-200 employees
Real User
2022-01-31T16:21:38Z
Jan 31, 2022
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.
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.
Technology, Tools, & Solutions - Program Manager at a consultancy with 501-1,000 employees
Real User
2021-12-07T18:58:14Z
Dec 7, 2021
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.
Solutions Architect at a tech vendor with 501-1,000 employees
Real User
2021-09-23T20:04:35Z
Sep 23, 2021
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.
RPA Practice Head at a tech services company with 501-1,000 employees
MSP
2020-09-27T04:10:06Z
Sep 27, 2020
I've had a relatively good experience using the resolution. I'm not sure if there are any negative aspects of it. If there was a bit more automation, specifically for marketing tasks, that would be ideal.
Project Manager at a financial services firm with 201-500 employees
Real User
2018-07-23T06:38:00Z
Jul 23, 2018
There is a feature called Social Listening. It enables the system to sniff out social interactions between our customers. With it, we are able to make informed decisions about the types of products and services to provide to customers. The social listening feature is not embedded in the current version. We have to buy a separate license in order for it to be implemented. This feature should be embedded in the next release.
Microsoft Dynamics CRM is a comprehensive customer relationship management solution that helps businesses streamline their sales, marketing, and customer service processes. With its user-friendly interface and powerful features, it enables organizations to effectively manage their customer interactions and drive business growth.
One of the key features of Microsoft Dynamics CRM is its sales automation capabilities. It allows sales teams to track leads, manage opportunities, and close deals...
The solution should improve the user experience in the process of creating and activating offers. Sometimes, the process is a little bit slow because it has too many details. It also depends on how the software is built for each company because each company has its own process.
The product is very old. We just pray that it works somehow. The product must be integrated with the cloud.
All CRM solutions have room for improvement. So far for me, I haven't seen any need for improvement in Microsoft Dynamics CRM yet. If I am correct, the tool makes it possible for its user to have the profile of customers, along with their pictures, which is good. It lacks to provide a more detailed profile of the customer, which would have been better and more useful. Though the product provides phone numbers and email addresses, I feel that in some cases, it would have been better if the business addresses were provided as well.
We had to do some customizations on top and it got a bit cumbersome. Since there are so many ways to customize it, it can get pretty complex. If you do programming on top that doesn't fit right things can get lost pretty easily. We're using an older version. I'm not sure which features may be missing in general. While the reporting wasn't great, it is my understanding that they have since improved on that. It doesn't scale so well.
Microsoft Dynamics CRM can improve the integration with the other system. If they have more flexibility to connect with another system it will be more effective.
The UI could definitely be improved. The solution lacks some features and the third-party application ecosystem could be better. I also think that usability could be simplified.
It would be a little bit easier if there were better ways to configure and modify native add-ins or plugins.
The solution's interface has room for improvement.
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.
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.
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.
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.
The solution can be improved by reducing the customer service response time.
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.
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.
The price of Microsoft Dynamics CRM could improve.
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.
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.
Overall, the solution could be made to be more user friendly.
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.
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.
I am happy with it. If anything, its interface could be improved.
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.
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.
The solution could have better dashboards and the Microsoft operating system could be more intuitive.
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.
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.
Dynamic's management could be improved. The tech management should have better technical capabilities.
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.
I've had a relatively good experience using the resolution. I'm not sure if there are any negative aspects of it. If there was a bit more automation, specifically for marketing tasks, that would be ideal.
There is a feature called Social Listening. It enables the system to sniff out social interactions between our customers. With it, we are able to make informed decisions about the types of products and services to provide to customers. The social listening feature is not embedded in the current version. We have to buy a separate license in order for it to be implemented. This feature should be embedded in the next release.