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About Microsoft Dynamics CRM

Microsoft Dynamics  is the #1 choice for CRM at many companies, mostly because of its ability to integrate seamlessly with Office and other Microsoft programs. The goal of programs developed by Microsoft Dynamics is to enable businesses of all sizes to be customer-centric and keep track of their accounts. Microsoft Dynamics CRM is utilized by a robust client list including the PGA Tour, Delta, Dell, INTERPOL, Patagonia, New Belgium Brewing, and the Lotus F1 Team.

Microsoft Dynamics CRM aims to help companies do this by offering a solution that harnesses sales, customer care, marketing, social, and technology. They offer both on premise and cloud-based services. Microsoft Dynamics helps companies harness sales with configurable process guidance, and providing the means to keep mobile sales reps connected on the road. Case management, customer context, and knowledge management become easier and mundane tasks can be processed so customer service reps can focus on the customer. Microsoft Dynamics can assist in planning, creating, executing, and managing marketing campaigns so marketing execs can focus on innovation, not routine tasks. It has social monitoring capabilities so that a business’ social media presence is more focused, effective, and productive. Flexibility is key with any CRM; Microsoft Dynamics CRM works well with other Microsoft products, and there’s a marketplace of apps that can be used to enhance the experience.

Mesa Community College needed to streamline its application process, and was looking for a CRM to help. With the help of Microsoft Dynamics CRM, it was much easier to collect and keep track of student inquiries; data from the web now flows directly into the CRM, which is a tremendous asset for the college’s organization. The college can now identify problems much quicker, and reach out to at risk students fast.

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(Last updated on 05/05/2016)

Microsoft Dynamics CRM User Reviews

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Elliot D.

Enterprise Implementation of CRM Online 2013

Ease of Use
4 Reviewed on July 25, 2014

What do you like best about this product?

We have just recently completed the first phase of an implementation of Microsoft CRM Online. We chose this product because it made sense when looking at our application stack and investment in Microsoft business suite of products. We already had CRM 3.0 so we could negotiate a good price with Microsoft on the upgrade to the new platform. In addition we use Microsoft AX 2009 for our ERP and we needed to integrate the two systems together. We found that the latest version of CRM Online was very feature rich and could easily support our requirements however there are a few gaps that we could not overcome:?1. Process bar functionality is fine but it does not inherit field level business rules – so doe shave limited value?2. It is multi-currency but if you need multiple base currencies this cannot be achieved – only through customisation?3. Integrating to on premise systems is not easy and a customised plugin had to be build to enable this?4. Outlook plugin is still flaky and a little unstable?5. Effort needs to be expended to make dashboards valuable – OOTB dashboards offer limited functionality.?6. Integration to other MS Dynamics apps (AX) is still difficult!?7. Too much functionality OOTB – special efforts need to be made to not confuse the user – less is more.?8. No built in validation for addresses – postcodes, countries, states etc or telephone numbers. However that said the OOTB sales and marketing functions, ability to model workflows and processes, slick web UI, Lync integration, tablet application (iOS and Windows), regualr patches and releases make this product very very strong.

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