Microsoft Dynamics CRM Initial Setup
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.
View full review »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.
View full review »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.
View full review »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.
The initial setup is a bit complex. We require IT assistance to handle that. The onboarding is not easy either.
View full review »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.
View full review »SR
Shahid Rana
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.
View full review »Installing Microsoft Dynamics CRM was very easy.
View full review »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.
The deployment is not complex. Microsoft is very good in this regard.
View full review »SB
Segun Babalola
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.
View full review »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.
View full review »LC
reviewer1439424
Technology, Tools, & Solutions - Program Manager at a consultancy with 501-1,000 employees
The initial setup is somewhat complex.
View full review »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.
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.
View full review »ML
Marcos Luján
Salesman at Manacor
The setup was straightforward. It works just like any other product of the Microsoft family.
View full review »AM
AMalik
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.
View full review »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.
MF
reviewer2011371
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.
View full review »It was easy to set up. I would rate the setup 4 out of 5.
View full review »TY
TarekYehia
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.
View full review »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.
View full review »The initial setup is reasonably straightforward.
View full review »SM
reviewer1680066
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.
View full review »SO
Somadina Leo
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.
View full review »JP
Jesus Petez
Communication and Security Director at Nunsys S.L.
The initial setup is straightforward.
View full review »AH
reviewer1798299
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.
View full review »The initial setup was straightforward. We have a service provider that maintains this solution for us.
View full review »ME
Mohamed El Mashrafi
PTM at Computer Network Systems
Setting up Dynamics is straightforward, to my knowledge, but I wasn't involved. I'm just a user.
View full review »JF
Jabu Fihla
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.
View full review »The initial setup of Microsoft Dynamics CRM is straightforward.
View full review »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.
View full review »KB
reviewer1233099
Sr. Enterprise Account Executive at a tech services company with 51-200 employees
Microsoft Dynamics CRM's initial setup was simple.
View full review »PS
reviewer1405653
Assistant Director at a tech services company with 501-1,000 employees
The initial setup of Microsoft Dynamics CRM is not complex.
View full review »The initial installation of Microsoft Dynamics CRM is not difficult.
View full review »SB
Segun Babalola
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.
The initial setup was easy and took no more than a day.
View full review »AJ
Ajay Jamwal
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.
CB
reviewer1717416
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.
ZL
reviewer1414530
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.
View full review »AS
reviewer1688787
Knowledge and associate at a consultancy with 1,001-5,000 employees
The installation is straightforward.
View full review »NH
reviewer1691898
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.
View full review »TL
reviewer830280
Project Assistant with 51-200 employees
The initial setup was easy.
View full review »CB
reviewer1805982
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.
View full review »MB
reviewer1736187
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.
View full review »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.