CRM complet disponible en Cloud, sur site ou en hybride4.3/5 (3285 avis)
Microsoft Dynamics CRM est une solution de gestion de la relation-client déployable en Cloud, sur site ou en hybride. Avec Microsoft Dynamics CRM Online, les managers peuvent réduire ou augmenter le nombre d'utilisateurs selon les besoins de leur activité.
Le logiciel est entièrement personnalisable et son architecture laisse aux administrateurs l'opportunité de configurer et de sécuriser leur solution CRM en autonomie complète. Les fonctionnalités de gestion utilisateur et client sont conçues pour maximiser l'indépendance des administrateurs avec un contrôle complet de tous les aspects d'expérience utilisateur, BI, BPM et structure des données.
A travers sa gestion des comptes et des opportunités, le CRM supporte les équipes de Vente dans la planification et la gestion des clients (veille, BI, renseignement sur le marché, etc.). Détectez les signaux d'achat et pilotez les interactions clients de façon proactive et collaborative.
Suivez et analysez les performances commerciales de votre entreprise avec des indicateurs de performance clés (KPI). Interagissez avec vos données de ventes pour déterminer les meilleures pratiques et piloter vos objectifs.
Dynamics enables firms to join the current advanced period, and this cultivates the procedure of basic leadership, and encourage development. With Dynamics, it is anything but difficult to foresee the customers needs, and this empowers firms to get ready satisfactorily on the most proficient method to manage their clients. Elements is a simple to utilize apparatus, which is ingenious and rich. I cherish Dynamics capacities and abilities.
Simple to utilize, not costly, and easy to explore.
Reconciliation with Outlook accessible for messaging. Its layouts are exceptionally helpful for comunicate news or tips to a business group. Coordination with other Microsoft items is extraordinary as well.
Simple to redo, even a non-specialized individual can make new contacts, accounts,etc will be simple with Dynamics, no programming learning required.
Client support is great with the FAQ and choices that are truly required.
I can mass information to One Drive and access it synchronized with my work area.
On the off chance that you make passages in a spot with no web, all information will be synchronized once web association is built up.
It has a ton of additional items.
The portable application is valuable for checking reports or access information when visiting clients or not before a work station.
This CRM configuration permits compose all customers by classifications and access them quick and simple and recollect the customer history or significant things of the last contact or visit.
All capacities you need are effectively accessible with a tick or contact.
There are applications accessible for Android, iOS and Windows Phone.
It has issues when an update is discharged.
Isn't easy to use for new clients or learners.
Requires a long customization to begin running
Sign in portable application is excessively moderate. An excess of reaction time.
Unreasonable windows, tabs and screens can make it hard to first time clients. It needs a superior menu.
It just backings Internet Explorer based programs.
Somewhat moderate to information input if not tweaked, numerous fields not by any stretch of the imagination required.
Sessions break is a bulky issue. Despite the fact that it might be vital for security I don't care for it in light of the fact that multiple occasions a conversing with a client takes quite a while and it's, significant.
Poor and troublesome joining with Gmail might be an issue.
No visit effectively accessible.
It's moderate to spare information since it's cloud based. It relies upon web speed.
Microsoft Dynamics works the same the businesses works, if it comes to management it draws charts when needed, it provides accurate data to deeply analyses it and filters makes it easier to get the exact data which we want. Integration with Office 360, Sharepoint and Office Online which is the coolest part. The deployment was much easy as the cost of license and deployment was very low from any other competitor of Dynamics in the market. So it was a great experience to get familiar with Microsoft Dynamics and use it instead of using five to ten different apps to manage the same task. I will suggest everyone who is searching for the best CRM/ERP because nothing is better then Dynamics. I am very happy with the overall experience of Dynamics.
Everything in one place such as Sales, Marketing, Finance, Field service, Customer Service, Operations and the automation which is not available in other products that are in the market right now. Most likable thing is customer support of Dynamics which I didn't see any other ERP or CRM team provide. It enables me in a real sense to be productive, intelligent in decisions and it was very very easy to adopt. Accessing and managing from PC, Mobile or a Web Browser makes it more accessible and more powerful. The look and feel (Controls/features/UI) for a different kind of user is another best thing which makes it standout. Both Enterprise and Business edition are fantastic when it comes to their design and functionalities, and the integrations with office 365 and other social apps give a lot more control and features and security which no any other CRM or ERP can, that's why I love it.
It looks and feels kinda mashup of Microsoft Word, Outlook, Excel, etc then it's a bit difficult to use it with ease at the start, so the knowledge curve for the first time Microsoft product user is a little slower and challenging for the first time for the user who is not familiar with other microsoft products.
Like any CRM software, Microsoft Dynamics 365 allows your company to share communications, leads and opportunities to make the most of your team's time and effort. I particularly appreciate the integration with MS Outlook, although the plug-in is still a bit hard and significantly slows down performance.
Integration with the complete package of Microsoft products. Level of customization and integration in third-party applications. The variety of different business line modules allows you to be used by many more people / departments than ever before. The integration of LinkedIn has made the collection of Sales Analysis much easier and has accelerated my ability to find references and presentations for new businesses. The integration of Outlook is also simple and easy to use and allows the tracking of all communications within the Sales module with a click of a button.
What I like most is that I can track so many things in one place for my clients. I can see all the previous contacts, both by myself and by others. It is a place for all the documents, able to keep track of the completed tasks, the history of the client, etc.
Out of the box, the system is ready to go, so if you have never used a CRM before, you can start using it directly. It is very easy to import data using Excel templates generated by Dynamics so that it does not start completely from the beginning.
The system is also very easy to customize without the need of any programming knowledge.
A single contact record can not be associated with more than one company.
Many of our clients manage multiple sites, so we have many duplicate contacts.
Users often find the system frustrating when it does not work, it can be slow, there are problems with it working on Edge, and there are limits to the available customizations.
The connector of Outlook is difficult to use, we have downloaded it with mixed success, sometimes decreasing the perspective at unusable speeds and others that are not reliable to use.
Although personalization has come a long way since the first versions, there are still some things that could be useful, such as the possibility of accumulating opportunities from secondary accounts in the main account registry.
Opportunity totals can be easily accumulated, but not the actual opportunity list.
Licenses are limited to full access or read only, something in between would be useful too.
You can not see the exact amount of data stored in your entities.
This is a big problem if Dynamics 365 only offers a limited amount of storage in the cloud by CRM. For example, I believe that the first limit of memory beings in the cloud is 10 GB for entry-level CRM users.
Like us, we have a lot of integration data and add-ons, which would be very nice to understand the amount of data that.
It is not customizable for our commercial use. It is not a product as effective as something built for our commercial needs, like the Megaphone.
- Its very intuitive specially after the unified interface introduced by Microsoft we have a seamless interface across all platforms including Web, Tablet, Mobile.
- Integration with any system including MS office, Outlook, Dynamics AX, NAV, GP is pretty straightforward after the advent of CDS platform.
- The power platform (Power BI, MS Flow, Power Apps) is a power pack of creating very handy utilities for your business.
- With power apps i have created multiple apps for my business users with zero programming skills.
-Power BI platform allows you to create comprehensive reports using OOB templates available for Sales, Service Management etc.
- The licensing is pretty straight forward and generous. With one Customer engagement license i was able to utilize almost everything under the Dynamics 365 umbrella including power apps, power BI and MS Flow etc.
- The mobile application is not very great. There are very frequent crashes and it just doesn't provide that experience which an end user expects out of such a great platform. However, MS had made up for it by introducing the power apps feature.
- Some features are just too hard to implement. It all looks good from the list of features that the platform has to offer but when you actually want to implement it, the data required to simulate that feature is a piece of work e.g. Sales AI, Relationship Assistant
We switched from Salesforce to D365 because we needed a more cost-effective system that would allow us to track our work from open opportunities to project completion (i.e., seamlessly go from CRM to PSA functionality). The D365 UI did take some getting used to after being on Salesforce for so long, but once we got used to it, the D365 UI is very easy to use and intuitive. Our transition was fairly smooth (it was just a 3-month project) and we have been very happy with the switch.
There are a few things that I really love about Dynamics 365 (D365):
1. It has fully integrated Customer Relationship Management (CRM) and Professional Services Automation (PSA) modules. With many other CRM systems (e.g., Salesforce), the CRM and PSA modules are completely separate systems and you have to spend time and money integrating them.
2. It is fully integrated with Office 365. In other systems, connecting to Outlook or Excel can be a hassle and/or feel like you're going "ouside" the system. With D365, working in and out of Office 365 is just seamless.
3. The cost! D365 is extremely cost effective, especially when compared to Salesforce.
My two big dislikes for D365 are:
1. In order to fully administer the system, you need to be both a D365 admin and an Office 365 admin since some functions (like adding new users or exporting audit logs) require you to go into the admin screens of both systems to accomplish it.
2. The system can often be very "Microsoft," meaning that some things are both incredibly powerful and helpful, but also incredibly finicky and/or difficult to use... all at the same time.
- Professional : 54.78€ / utilisateur / mois
- Efficacité des ventes : 70.30€ / utilisateur / mois
Voici quelques-unes des questions fréquentes sur Microsoft Dynamics CRM.
Types de licences disponibles pour Microsoft Dynamics CRM :
À partir de: 10,00 $US/mois
Type de licence: Abonnement
version d'essai gratuite: Non disponible
- Professional : 54.78€ / utilisateur / mois
- Efficacité des ventes : 70.30€ / utilisateur / mois
Nous n'avons pas d'informations sur les fonctionnalités de Microsoft Dynamics CRM.
Utilisateurs habituels du logiciel Microsoft Dynamics CRM :
Auto-entrepreneurs, Grandes entreprises, Entreprises de taille moyenne, PME
Langues dans lesquelles Microsoft Dynamics CRM est disponible :
arabe, chinois (simplifié), chinois (traditionnel), danois, néerlandais, anglais, finnois, français, allemand, hébreu, italien, japonais, coréen, norvégien, polonais, portugais, russe, espagnol, suédois, turc
Types de licences disponibles pour Microsoft Dynamics CRM:
Appareils pris en charge par Microsoft Dynamics CRM :
Applications s'intégrant à Microsoft Dynamics CRM :
3CLogic, AnytimeCollect, Customer Thermometer, Five9, OneSpan Sign, Pardot, Sitecore, Vivocha, Vocalcom, WhosOn
Ressources d'aide disponibles pour Microsoft Dynamics CRM :
Forum, Base de connaissances, Support en ligne, Support téléphonique