Miriam Tover - PeerSpot reviewer
Service Delivery Manager at PeerSpot (formerly IT Central Station)
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What needs improvement with Microsoft Dynamics CRM?

Please share with the community what you think needs improvement with Microsoft Dynamics CRM.

What are its weaknesses? What would you like to see changed in a future version?

PeerSpot user
21 Answers
Technical Consultant at LinkDev
Real User
Top 5
Oct 31, 2022

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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Gaurav Chauhan - PeerSpot reviewer
Product manager at Indusface
Real User
Top 5
Oct 25, 2022

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.

Software Developer at Tarika Technologies Pvt Ltd
Real User
Sep 20, 2022

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.

Senior Manager at Arcana
Real User
Aug 29, 2022

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.

Cameo Mbowane - PeerSpot reviewer
Chief Executive Officer at Customersoft Innovation
Real User
Top 5Leaderboard
Aug 1, 2022

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.

Dinesh Parashar - PeerSpot reviewer
Practice Head- Epicor at coporateserve Solutions pvt. ltd.
Top 5Leaderboard
Jun 30, 2022

The price of Microsoft Dynamics CRM could improve.

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Daniel_Thomas - PeerSpot reviewer
CRM Analytics Lead-Consumer Insights at a retailer with 1,001-5,000 employees
Real User
Top 10
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.

Kush Gupta - PeerSpot reviewer
VP Sales Head at Hexaware Technologies
Real User
Top 5
Apr 28, 2022

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.

Goncalo Valadas - PeerSpot reviewer
Principal Engineer at CRITICAL Software
Real User
Top 5
Apr 7, 2022

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

Benoit Tellier - PeerSpot reviewer
IT Telehealth Specialist at Clinical & Support Options
Real User
Top 5Leaderboard
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.

Marouan Bellioum - PeerSpot reviewer
Cyber Security Program Manager at a financial services firm with 10,001+ employees
Real User
Top 5
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.

Project Lead at a computer software company with 201-500 employees
Real User
Feb 16, 2022

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

Head of .NET Department at Evozon Systems
Top 5Leaderboard
Feb 16, 2022

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
Top 10
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.

Sales Manager at Arrow Electronics
Real User
Jan 12, 2022

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

PTM at Computer Network Systems
Real User
Top 20
Dec 15, 2021

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
Top 20
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.

Project Assistant with 51-200 employees
Real User
Oct 18, 2021

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

Solutions Architect at a tech vendor with 501-1,000 employees
Real User
Top 5
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
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
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.

Related Questions
Richard Tibbetts - PeerSpot reviewer
Information Architect at Canadian Food Inspection Agency
Feb 7, 2022
http://clickthru.peerspot.com/...Hi community, I work as an Information Architect at a Government company with 5000+ employees. I need a solution to manage client data across multiple systems: 4000 users 500,000 records Federal Government regulatory agency How does Microsoft Master Data Services (MDS) compare to Informatica MDM (or even Profisee) for integration with Azure? Which of...
2 out of 3 answers
Enterprise MDM Architect / Solution Arch at a energy/utilities company with 10,001+ employees
Jan 14, 2022
Hi @Richard Tibbetts, There's no short answer to your question. Nearly all existing MDM solutions on the market offer a broad range of patterns to ingest master data from various sources and distribute cleanse and consolidated information, also to the Azure stack. Many vendors offer prebuilt connectors for the most common sources (databases, various file types, storages, business applications including MS Dynamics, Salesforce, etc.), but also support a generic way of ingesting/exposing data via Rest APIs, file drops, etc. MS MDS is an extension of the MS SQL server 2016. I don't know Microsoft plans to extend it, but I know that Profisee and CluedIn are very active in promoting their solutions as-built having Azure in mind and being a part of the stack. Informatica MDM has three types of offerings these days: on-prem, hosted MDM, and cloud-native option - they differ in the functionality and integration options. Obviously, there are many more MDM tools on the market particularly good in various data domains (products, customers/suppliers - so yours, multi-domain, etc). I think that you should start your MDM journey by answering which current challenges you try to solve or what new capabilities you need to enable to the organisation. Once these questions are answered and based on your organization's Enterprise Architecture principles, look for the best fitting tool. It may (or may not) be the one that fits the best into the Azure Reference Architecture. I hope this helped.
GaryM - PeerSpot reviewer
Data Architect at World Vision
Feb 4, 2022
I agree with @InitZero...  I would add that there's no future roadmap for MDS and they don't have an Azure solution for it.  Since it's a free product with an SQL license, don't expect Microsoft to invest in it.   Even though we are highly dependent upon it currently I'm starting to look towards the future where we need to find a replacement - hopefully, a PaaS solution. It would be great if Microsoft came out with something in Azure but I'm not hopeful at this point.
Miriam Tover - PeerSpot reviewer
Service Delivery Manager at PeerSpot (formerly IT Central Station)
Nov 2, 2022
Hi Everyone, What do you like most about Microsoft Dynamics CRM? Thanks for sharing your thoughts with the community!
2 out of 40 answers
Solutions Architect at a tech vendor with 501-1,000 employees
Sep 23, 2021
The stability is excellent.
Somadina Leo - PeerSpot reviewer
Operational Risk Analyst at a financial services firm with 5,001-10,000 employees
Oct 5, 2021
I have used many Microsoft solutions and I am comfortable using the solution. Additionally, it is secure.
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