Microsoft Dynamics CRM Room for Improvement
Microsoft Dynamics CRM could improve by making the ports and dashboards more intuitive using Microsoft Azure analytical features. Compared to Salesforce and other partners, the dashboards in Microsoft Dynamics CRM are less intuitive.
Additionally, there should be smooth integration between this application and ERP systems, such as Oracle or SAP. Currently, our finance team invests a lot of time in transferring revenue and expense data from the desktop application to ERP. It would be beneficial if there were APIs available that could simplify their work and improve their efficiency.
View full review »Microsoft Dynamics CRM would be far superior if it had an analytical dashboard and AI-based systems. The solution doesn't have a lot of AI-based systems, like automatically scanning through the network and giving feedback. The solution does not have an analytics dashboard. It has a dashboard, but that's not highly analytical.
The solution’s stability could be improved.
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.
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.
767,847 professionals have used our research since 2012.
Out of the box, the solution doesn't really have a desirable user experience. We have to set it up and customize it to meet our needs. We'd like to have a better user experience. Sometimes it looks too technical for some users. We'd like the solution to be simpler to use and less technical.
I'd love to see some more reporting. We'd like more reporting and easier configuring reports. We'd like some more analysis that could act as a prediction engine. That would help a sales organization. We'd like to be able to compare and project year on year, month on month, et cetera.
The initial setup can be a bit complex.
View full review »A built-in automation engine to automate parts of workflows would be beneficial.
That's the feature I'd be most happy to see expanded. It's currently tagged as simple automation, but I'd love some predictive capability.
For example, if a business process has a certain timeframe due to the way it's worked out, the system should have predictive capabilities. It should be able to tell me that this process can be re-engineered to reduce time or be automated. So, a little more than just vanilla automation is what I'd like to see.
That's the only thing I would want improved. It's currently basic and play-based. But if it had the capability of built-in predictive functionality, not as advanced as a separate product like Signavio, but at least something to give you the ability to tweak your processes at the right time, that would be really nice.
View full review »We had to do some customizations on top and it got a bit cumbersome. Since there are so many ways to customize it, it can get pretty complex. If you do programming on top that doesn't fit right things can get lost pretty easily.
We're using an older version. I'm not sure which features may be missing in general.
While the reporting wasn't great, it is my understanding that they have since improved on that.
It doesn't scale so well.
View full review »SR
Shahid Rana
Senior Manager at Arcana
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.
View full review »The solution should improve the user experience in the process of creating and activating offers. Sometimes, the process is a little bit slow because it has too many details. It also depends on how the software is built for each company because each company has its own process.
View full review »My recommendations on Microsoft Dynamics CRM in terms of how it could be improved: It should be more configurable and more scalable. Its performance also needs improvement, particularly because its screens hang while querying data.
View full review »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.
View full review »SB
Segun Babalola
Project Manager at a financial services firm with 201-500 employees
In terms of the performance, when it comes to loading a large volume of data, it's slow at times, so the system could be optimized. A lot of those things can be dependent on the kind of resources that you're using, but over time we've been able to scale on the resources and that has actually improved over time.
View full review »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.
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.
View full review »LC
reviewer1439424
Technology, Tools, & Solutions - Program Manager at a consultancy with 501-1,000 employees
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.
View full review »Microsoft Dynamics CRM's customer support could be improved as tickets usually take a long time to resolve.
View full review »All CRM solutions have room for improvement. So far for me, I haven't seen any need for improvement in Microsoft Dynamics CRM yet.
If I am correct, the tool makes it possible for its user to have the profile of customers, along with their pictures, which is good. It lacks to provide a more detailed profile of the customer, which would have been better and more useful. Though the product provides phone numbers and email addresses, I feel that in some cases, it would have been better if the business addresses were provided as well.
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.
View full review »EV
ErkanVarol
IT manager at Koleksiyon
The product is very old. We just pray that it works somehow. The product must be integrated with the cloud.
View full review »ML
Marcos Luján
Salesman at Manacor
They should work on improving the solution's scalability.
View full review »Overall, the solution could be made to be more user friendly.
View full review »MF
reviewer2011371
Market Response Coordinator at a financial services firm with 201-500 employees
My company's biggest challenge with Microsoft Dynamics CRM is wanting to market solely to leads without having to create a contact and link the contact to the lead.
From a marketing standpoint, there's room for improvement in the lead process of Microsoft Dynamics CRM.
In the next version of Microsoft Dynamics CRM, I'd like to see built-in tutorials because the solution isn't as user-friendly in some aspects, for example, building segments you may not be familiar with. Microsoft Dynamics CRM seems to be designed for engineers, not necessarily for people with marketing or sales backgrounds or who may not have that many technical skillsets or backgrounds.
View full review »The manufacturing module could be improved. I would like to see customization in the next release.
View full review »SP
reviewer1679265
Solutions Architect at a tech vendor with 501-1,000 employees
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.
View full review »IL
Irene Leonidou
Account Manager at Liquidity X
Dynamics could perform a little better, and it would be nice to save the filters I use frequently, so I don't need to do the same thing every day.
View full review »TY
TarekYehia
Technical Consultant at LinkDev
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.
View full review »Microsoft Dynamics CRM can improve by adding more artificial intelligence. Additionally, they should add more modules, such as account-based management, that are available on other platforms such as salesforce.com.
It's a very good middle-of-the-road solution, but there are some functions that we would prefer.
In a feature release, it would be beneficial to have more inbound marketing and digital marketing. Additionally, features that allow us to manage campaigns better. A lot more artificial intelligence around understanding customer propensity to churn and purchase.
View full review »The integration capability with other systems could be improved, particularly the Lead Generation system.
View full review »SM
reviewer1680066
Data Protection & Archiving Solution Architect at a tech services company with 51-200 employees
The solution's interface has room for improvement.
View full review »SO
Somadina Leo
Operational Risk Analyst at a financial services firm with 5,001-10,000 employees
Microsoft Dynamics CRM could improve by being more user-friendly and having a better design. I have used Service Desk and it is not user-friendly but this solution is worse. The graphical interface is not intuitive, you need someone to guide you or you will have difficulties navigating around to find the file you need. The data we are normally dealing with is boring enough and the interface could be more attractive and more exciting. The tabs and arrangement could be done better to be more user-friendly. Microsoft Excel, PowerPoint, and Word are fine and Microsoft should extend their user-friendliness and intuitiveness to Microsoft Dynamics.
View full review »JP
Jesus Petez
Communication and Security Director at Nunsys S.L.
The performance could be improved.
View full review »It is difficult to qualify opportunity in Microsoft Dynamics CRM. If any salesperson uses information, their bosses, cannot measure it. This is something that could be an improvement.
Perhaps in the next release, there will be an opportunity to better qualify the opportunities. Introducing a company-defined process so we can measure better before investing resources in working on this opportunity.
Also, more documentation about why you lose, because there is a cost of opportunity that we are not aware of.
View full review »MA
reviewer2027961
vCIO at a computer software company with 11-50 employees
It would be a little bit easier if there were better ways to configure and modify native add-ins or plugins.
It would be better if it were more secure.
View full review »ME
Mohamed El Mashrafi
PTM at Computer Network Systems
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.
View full review »JF
Jabu Fihla
Founding Member /Technical Director at BonPro Information Systems
The solution can be improved by reducing the customer service response time.
View full review »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.
View full review »The price of Microsoft Dynamics CRM could improve.
View full review »Microsoft Dynamics could have better note-taking capabilities. It should have more preset options where you enter notes by clicking a box instead of writing them out.
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Mobile requires a 3rd party. More complicated to manage when using with Outlook and SharePoint.
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We'd like to see more pre-built models for small companies. It could be less complicated for smaller organizations. You spend so much time configuring it that it doesn't make sense for smaller companies.
View full review »RS
Rio Satriyo
Solution Consultant at a tech services company with 11-50 employees
Microsoft Dynamics CRM is operational enough, in terms of frequency, but an area for improvement would be its dashboard. Currently, it's widget-like, so hopefully, it could be improved, particularly to allow you to create a custom dashboard using a query. A custom dashboard would make the solution better and is an additional feature I'd like to see in the next release of Microsoft Dynamics CRM because right now, it only has a default dashboard, but maybe my account has limited access, so I can only see the default version of the dashboard.
View full review »KB
reviewer1233099
Sr. Enterprise Account Executive at a tech services company with 51-200 employees
There are more people using Salesforce. Therefore, there are more partners, and applications for it, and is easier to use.
View full review »AH
reviewer1798299
Office Administrator at a transportation company with 11-50 employees
Microsoft Dynamics CRM could improve the built-in reports. The ones that are included are pretty generic unless you subscribe to Microsoft BI, which is an extra fee. They should offer the reports without having to purchase a separate subscription for Microsoft BI. However, the reports in Microsoft BI are fantastic.
View full review »PS
reviewer1405653
Assistant Director at a tech services company with 501-1,000 employees
Microsoft Dynamics CRM can improve the integration with the other system. If they have more flexibility to connect with another system it will be more effective.
View full review »The overall price of Microsoft Dynamics CRM could improve.
View full review »SB
Segun Babalola
Project Manager at a financial services firm with 201-500 employees
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.
DP
reviewer1183227
Project Lead at a computer software company with 201-500 employees
I am happy with it. If anything, its interface could be improved.
The UI could definitely be improved. The solution lacks some features and the third-party application ecosystem could be better. I also think that usability could be simplified.
AJ
Ajay Jamwal
Software Developer at Tarika Technologies Pvt Ltd
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.
ZL
reviewer1414530
RPA Practice Head at a tech services company with 501-1,000 employees
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.
View full review »Better integration would be an improvement.
View full review »Enhancing mobile usage of the CRM to other vertical would be good. I believe the MS Dynamics CRM app is a great experience to the sales people. With the mobile app, we can nurture with leads, opportunities and accounts. Although I was looking to get reports, view of all the dashboards and other modules (Settings and Service).
View full review »AS
reviewer1688787
Knowledge and associate at a consultancy with 1,001-5,000 employees
The solution could improve by having better integration documentation.
View full review »CC
Claudiu Cretu
Head of .NET Department at Evozon
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.
JP
reviewer1253358
Sales Manager at a tech vendor with 51-200 employees
The solution could have better dashboards and the Microsoft operating system could be more intuitive.
View full review »TL
reviewer830280
Project Assistant with 51-200 employees
Dynamic's management could be improved. The tech management should have better technical capabilities.
View full review »CB
reviewer1805982
Solution architect at a tech services company with 51-200 employees
Microsoft Dynamics CRM could improve by being more user-friendly.
View full review »VJ
reviewer1120545
Business Development at a tech services company with 51-200 employees
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.
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Not structured for small Bussiness.
Most likely will need a systems integrator for effective use.
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Chunky, UI isn't great, requires a lot of customization - so cost of ownership is high, feels like Salesforce is probably a better overall bet.
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MB
reviewer1736187
Administrative Assistant at a wireless company with 11-50 employees
This solution would be easier to use if everything was displayed on one page, to avoid moving from one tab to another tab to add documents or add comments.
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.
767,847 professionals have used our research since 2012.