Microsoft Dynamics CRM Review

We are able to effectively follow up on requests, ensuring all customer issues are resolved in a timely manner


What is our primary use case?

It is used for customer relationships. It is performing well.

How has it helped my organization?

The customer is the bedrock of every organization, and it is important the customers are always happy. Because all issues relating to customers are visible in the system, they are ultimately happy. When they are happier, they become our company's advocates. The solution is about ensuring an improved customer experience.

What is most valuable?

Since we started using this platform, we have been able to ensure all communications trials with our customers are documented. We are able to effectively follow up on requests, ensuring all customer issues are resolved in a timely manner. This solution provides a platform where there is visibility of all customer interactions, with efficient follow-up.

What needs improvement?

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.

For how long have I used the solution?

Less than one year.

What do I think about the stability of the solution?

It is quite stable.

What do I think about the scalability of the solution?

It is very scalable once you understand the process. Though, there are limited applications that can be integrated with it.

We have been able to accommodate some of our legacy applications into the CRM software, which were not defaults in the functionality of the software by extending the software's functionality.

How is customer service and technical support?

We have local support. They are good partners with Microsoft. They have been providing adequate technical support. Our interactions with them have been fantastic.

Which solutions did we use previously?

We had an existing solution, but it was locally implemented and did not have all the report features of a full-blown CRM software. We were not able to adequately track all interactions with our customers from all of the different channels. Therefore, we started searching for a new solution.

We chose Microsoft Dynamics CRM, because of the vendors, it was able to demonstrate its solution would fulfill our requirements. Also, integrations are easier with Microsoft Dynamics CRM. Ultimately, the vendor was able to demonstrate proficiency in being able to ensure that the solution would adequately meet our requirements.

How was the initial setup?

I was involved in the initial setup. It was pretty straightforward. We needed to provide the environment and basic server requirements. First, we set up the servers, next we test the environment, then we did the development.

What other advice do I have?

I rate it as an eight out of 10. It has been able to incorporate most of our processes. However, there is room for improvement. 

I would tell a colleague searching for this type of solution that it is important to ensure that whatever solution you are trying to find, it is able to adequately fulfill at least most of your requirements. Microsoft Dynamics CRM is a software which is very scalable and technical. It should fit into the processes of most companies. It is a good choice.

One of the most important criteria is that we have referrals. We want to know if the vendor has previously implemented for a company similar to ours, e.g., in the same industry, because processes are industry specific. If this is the case, we want to get feedback from these referrals to know how long the implementation took, if they implemented it within their scope and in adequate time, and if they are gaining the expected value from the solution. We also want to know if the vendor has technical support.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
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