Microsoft Dynamics CRM Initial Setup

Rishabh Chhajer - PeerSpot reviewer
Head IT at Dhani

Enabling sales-based applications is a moderate task, as it requires some level of subject matter expertise. While most applications now offer on-the-fly plug-and-play configurations, it is not necessarily an easy task for those without a background in the field. However, it does not require extensive engineering knowledge.

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Arun Srivastav - PeerSpot reviewer
CEO at Planfirma Technologies Private Limited

On a scale from one to ten, where one is difficult and ten is easy, I rate the solution's initial setup seven and a half to eight out of ten.

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Ricardo Elorza - PeerSpot reviewer
Expert IT Solution Architect at Nestle

While setting up the solution isn't a problem, once you start customizing the solution you may run into issues. It can get really complex. 

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Buyer's Guide
Microsoft Dynamics CRM
March 2024
Learn what your peers think about Microsoft Dynamics CRM. Get advice and tips from experienced pros sharing their opinions. Updated: March 2024.
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Sushil Shankar - PeerSpot reviewer
Head - Strategic Business Partnerships at Aufait Technologies

The initial setup is a bit complex. We require IT assistance to handle that. The onboarding is not easy either. 

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Cirvesh-Daga - PeerSpot reviewer
Director at T-Systems International GmbH

The complexity of the initial setup depends on the process you design. Because it is not a function of the product, it is a function of the process we design. 

A complex process can be difficult to use even with a simple product, and vice versa. So, it depends on the customer's specific process.

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SR
Senior Manager at Arcana

The initial setup for Microsoft Dynamics CRM wasn't that easy. I found it easier to set up Salesforce CRM.

As for how long it took to deploy Microsoft Dynamics CRM, that depends on project complexity and how much your budget is, but it could be a minimum of three months. In some projects, the deployment of the solution could even take one year.

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

Installing Microsoft Dynamics CRM was very easy.

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Diana Silva - PeerSpot reviewer
Marketing Assistant at Izertis

The solution's installation is not difficult, but it's quite a process to learn and set up. Since you have to adapt to your company and user experience, it's quite a long process to learn it and do it perfectly.

On a scale from one to ten, where one is difficult and ten is easy, I rate the solution's initial setup a five out of ten.

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

The deployment is not complex. Microsoft is very good in this regard.

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

Setup was easy, especially when you have capable partners. The only thing is that when we use it for some of our very processor intensive processes, we found out that it couldn't handle that very effectively. We had to take that process out.

We try to maximize the functionality of the system. We have to do a lot of customizations initially for our core processes. CRM is really for managing customer interactions, so by the time you start using it for things that it's not meant for, then you won't get the best of it.

Deployment took about nine months because we used it for much more than customer relationship management. We used it for our core processes too. By bringing in those processes, they actually extended the project timeline. For the core CRM itself, implementation was done within four months.

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Cameo Mbowane - PeerSpot reviewer
Chief Executive Officer at Customersoft Innovation

The initial setup of Microsoft Dynamics CRM is straightforward. The whole design and new deployment took between four to six months, which is easy deployment.

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LC
Technology, Tools, & Solutions - Program Manager at a consultancy with 501-1,000 employees

The initial setup is somewhat complex.

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Paul Olaleru - PeerSpot reviewer
Business Development Manager at Artech2000

We have to face lots of issues with card payments because of the restrictions in our region. Apart from that, there aren't any formal restrictions or any difficulties in setting up the product. The solution's setup phase is a seamless process, especially once you get it on board.

The solution is deployed on Azure in our organization.

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

The initial setup was complex, it took us months to do.

I would rate the ease of setup of Microsoft Dynamics CRM a one out of five.

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ML
Salesman at Manacor

The setup was straightforward. It works just like any other product of the Microsoft family.

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AM
Solution Architecht at Saas Plaza

The deployment of Microsoft Dynamics CRM is not difficult because it is a cloud solution. However, the configuration of the solution is complex. You have to go through some processes to map it to the customer's needs. It's not an out-of-the-box functional solution.

The customization may take time, and depending on the customer's needs it may take a few weeks to a few months or longer to complete.

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Goncalo Valadas - PeerSpot reviewer
Principal Engineer at CRITICAL Software

I was not part of the initial setup but I believe it was straightforward. The deployment of the solution was quite easy and took one month. 

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

I wasn't involved in the initial setup and deployment of Microsoft Dynamics CRM, so I have no information on how complex or straightforward the process was.

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Roymell Santos - PeerSpot reviewer
ICT Officer at Intelligent Skincareinc Inc.

It was easy to set up. I would rate the setup 4 out of 5.

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TY
Technical Consultant at LinkDev

The solution is very simple to set up and implement. It's not an overly complex implementation. It's fast to deploy as well. It only takes about three hours. 

We have three people on staff that can handle deployment and maintenance. It's an administrator and a few staff for business applications.

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Gary Cook - PeerSpot reviewer
Executive at Empowered Analytics

The implementation of Microsoft Dynamics CRM was not complex. The full deployment of the solution took less than a week.

I rate the initial setup of Microsoft Dynamics CRM a four out of five.

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

The initial setup is reasonably straightforward. 

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SM
Data Protection & Archiving Solution Architect at a tech services company with 51-200 employees

I give the initial setup an eight out of ten. The solution required two days to deploy.

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SO
Operational Risk Analyst at a financial services firm with 5,001-10,000 employees

The information I have on the implementation is limited. However, the process was fast. It did not take too long to set up Microsoft Dynamics. That is one of the advantages of using Microsoft applications because they have very good after-sales service and support. Setting it up was not difficult. It integrates well with the other application we use, such as Outlook, Microsoft Word, and PowerPoint.

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JP
Communication and Security Director at Nunsys S.L.

The initial setup is straightforward.

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AH
Office Administrator at a transportation company with 11-50 employees

The initial installation is complex. It was a while before we had the solution up and running.

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Terence Mupeti - PeerSpot reviewer
Technology Services Lead at MASA

The initial setup was straightforward. We have a service provider that maintains this solution for us.

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ME
PTM at Computer Network Systems

Setting up Dynamics is straightforward, to my knowledge, but I wasn't involved. I'm just a user.

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JF
Founding Member /Technical Director at BonPro Information Systems

If there is no customization the initial setup is straightforward, but it can become complicated depending on the level of customization required.

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Gaurav Chauhan - PeerSpot reviewer
Product manager at Indusface

The initial setup of Microsoft Dynamics CRM is straightforward.

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Gustavo  Leo - PeerSpot reviewer
Founder at Helpbi

There can be a lot of initial configurations that need to be done in the beginning. It can be a bit complex in that regard. 

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

Microsoft Dynamics CRM's initial setup was simple.

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PS
Assistant Director at a tech services company with 501-1,000 employees

The initial setup of Microsoft Dynamics CRM is not complex.

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MirziyodMirsaatov - PeerSpot reviewer
CEO at Top-IT Solutions Ltd

The initial installation of Microsoft Dynamics CRM is not difficult.

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

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.

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Samaiea Fernandes - PeerSpot reviewer
Software Procurement at Bytes & Pieces

The initial setup was easy and took no more than a day.

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AJ
Software Developer at Tarika Technologies Pvt Ltd

The initial setup for the solution is straightforward, but editing it for a customization purposes is a bit complex.

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CB
Account manager at a engineering company with 11-50 employees

The installation was difficult. I'm not the person that implements the solution. However, to have the solution function in the correct way, the process can be difficult.

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ZL
RPA Practice Head at a tech services company with 501-1,000 employees

The initial setup isn't too complex. We've found it to be rather straightforward. It's easy.

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

The installation is straightforward.

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NH
Entrepreneur at a comms service provider with 1,001-5,000 employees

The installation is straightforward. The average time for installation and commission of the solution is three months.

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TL
Project Assistant with 51-200 employees

The initial setup was easy.

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CB
Solution architect at a tech services company with 51-200 employees

Microsoft Dynamics CRM's initial installation difficulty depends on the organization, but customizing, will take one to ten days.

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MB
Administrative Assistant at a wireless company with 11-50 employees

The initial setup is not straightforward. It took a year to configure Dynamics because it's not very intuitive. We had to hire assistance for certain parts of the setup.

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Buyer's Guide
Microsoft Dynamics CRM
March 2024
Learn what your peers think about Microsoft Dynamics CRM. Get advice and tips from experienced pros sharing their opinions. Updated: March 2024.
765,234 professionals have used our research since 2012.