Microsoft Dynamics CRM

Microsoft Dynamics CRM

Online customer relationship management solution

4.3/5 (3539 opiniones)

Información general sobre Microsoft Dynamics CRM

¿Qué es Microsoft Dynamics CRM?

-- Microsoft Dynamics CRM offers the power of choice in deployment. You can implement in the cloud, on-premises, or have your solution privately hosted by one of our partners. You can even change your deployment type, if the need arises. -- With Microsoft Dynamics CRM Online, you are able to scale the number of users up or down, based on your business requirements. -- The Microsoft Dynamics CRM Online architecture provides customers with complete autonomy over how they operate, manage, configure, and secure their CRM solution. -- Customer and user administration features are designed to increase self-reliance. Customers have complete control over all aspects of data structure, user experience, business intelligence, and business process management. -- Microsoft’s considerable operational expertise and investment in cloud services deliver peace of mind. -- Microsoft offers a global data center footprint with facilities located throughout the world that are managed and operated directly by Microsoft. -- Many aspects of the Microsoft Dynamics CRM Online system are configured in a redundant manner to eliminate single points of failure. -- Microsoft provides 99.9% uptime with one of the industry’s only financially backed service level agreements (SLA).

Información general sobre Microsoft Dynamics CRM

Precio

A partir de
10,00 US$/mes

Opciones de precios

Prueba gratis
Suscripción
Relación calidad-precio

Dynamics 365 Plan 1: $115 per user/month
Dynamics 365 Plan 2: From $210 per user/month
Team Members Enterprise edition: $10 per user/month


Funciones de Microsoft Dynamics CRM

Dispositivos
Tamaño de la empresa
P M G
Disponible en los países siguientes
Asia, Australia, Canadá, China, Europa y otros 5, Alemania, India, Japón, Latinoamérica, África y Oriente Medio
Idiomas admitidos
Árabe, Chino (simplificado), Chino (tradicional), Danés, Neerlandés y otros 15, Inglés, Finés, Francés, Alemán, Hebreo, Italiano, Japonés, Coreano, Noruego, Polaco, Portugués, Ruso, Español, Sueco, Turco

Capturas de pantalla

Captura de pantalla de Microsoft Dynamics CRM: CRM Apps
Captura de pantalla de Microsoft Dynamics CRM: CRM Apps

Opiniones de Microsoft Dynamics CRM

Opiniones de Microsoft Dynamics CRM

Calificación general
4.3
/
5 3539 reseñas
Excelente
1646

Muy bien
1383

Normal
409

Pobre
78

Malo
23

Relación calidad-precio
4.1
Funciones
4.3
Facilidad de uso
4
Asistencia al cliente
4.1
86% ha recomendado esta aplicación
Sarah O.

Great customizable software but a pain to learn/set up!

Overall this can be a fairly complicated software if you're used to more simple PM websites like Trello or Teamwork Projects. However, it is so customizable that it will basically work for any type of industry you're in. It helps us see all of our data, projects, production, and customer service in one spot instead of using different websites/softwares for each aspect of the business. I would highly recommend Dymanics, but go through their internal team to get it set up and take some training sessions first.


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Ty C.

Dynamics in a league of it's own

I have tried other CRM's in my career but none of them come close. The future of this product is incredibly bright and the cost to entry is so low that there is no reason not to give it a shot if you think it can help you. The Microsoft account management team will work with you to find the right fit for your needs and set you up for success.


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Suthan C.

This product settles on choices simpler in light of the fact that the incorporated information...

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.


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Nagish K.

Best in the Bests, CRM and ERP all together

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.


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Alfredo R.

The simplicity of the tool. It was easy to get used to.Adding SKU in bulk is also dynamic and...


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Sarah O.
Sector: Comercio minorista
Tamaño de la empresa: 2-10 empleados
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Great customizable software but a pain to learn/set up!

Software usado A diario durante Más de dos años
Revisado el 6/12/2019
Fuente de la reseña: Capterra

Overall this can be a fairly complicated software if you're used to more simple PM websites like Trello or Teamwork Projects. However, it is so customizable that it will basically work for any type of industry you're in. It helps us see all of our data, projects, production, and customer service in one spot instead of using different websites/softwares for each aspect of the business. I would highly recommend Dymanics, but go through their internal team to get it set up and take some training sessions first.

Puntos a favor

This is by far the most customizable project management software I have ever used. It helps keep our entire team on track, from the customer service to product team. We are able to write all the necessary information into every single job and track where it is in our system. We love the ability to tailor this platform to our specific needs. You can pretty much make this software work for any type of company you're working in.

Puntos en contra

This can be extremely frustrating and take a long time to set up and learn. If you transfer information over from a previous PM software, be prepared for a ton of copying & pasting. Luckily the Dynamics internal team was able to set everything up for us with a little direction, and we were back a forth a lot to get the platform to where we wanted it to be. After that, it took many tutorials and training sessions to learn all the ins-and-outs of the website, but it was worth it in the end.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 8.0/10

Ty C.
Sector: Papel y productos forestales
Tamaño de la empresa: 10.001+ empleados
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Dynamics in a league of it's own

Software usado A diario durante Más de dos años
Revisado el 15/11/2019
Fuente de la reseña: Capterra

I have tried other CRM's in my career but none of them come close. The future of this product is incredibly bright and the cost to entry is so low that there is no reason not to give it a shot if you think it can help you. The Microsoft account management team will work with you to find the right fit for your needs and set you up for success.

Puntos a favor

I have used this software for over 7 years and over those years have seen it grow and improve at a remarkable rate. With the introduction of Flow/Power Automate and Canvas Apps the abilities of this business application stack are unmatched. You are truly only limited by your own imagination. Microsoft provides great account management resources that will help keep you on the cutting edge.

From a price perspective, Dynamics is very competitive. What you get out of the box cannot be touched by any competitor namely, Salesforce. You will spend a fortune to get the same utility from a Salesforce implementation.

Salesforce and competitors also do not have anything like Azure. Having all of your business application ecosystem under such an umbrella is incredibly powerful.

Puntos en contra

I have had less than ideal interactions with support. Mostly they are positive but often times they don't typically know enough about the product and will ask me for information that i already provided in detail upon initial case submission. That being said, this product is innovating and improving so much you can't possibly expect all the people supporting it to be 100% on top of their game. They SHOULD be but realistically you are going to run into people that are just intermediaries between you and someone that can actually help. This isn't really a Dynamics issue at all but you will need to rely on support if you go with an online installation.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Suthan C.
Sector: Software informático
Tamaño de la empresa: 201-500 empleados
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This product settles on choices simpler in light of the fact that the incorporated information is ac

Software usado A diario durante Más de un año
Revisado el 18/5/2019
Fuente de la reseña: Capterra

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.

Puntos a favor

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.

Puntos en contra

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.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 9.0/10

Nagish K.
Sector: Gestión de organizaciones sin ánimo de lucro
Tamaño de la empresa: 13-50 empleados
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Best in the Bests, CRM and ERP all together

Software usado A diario durante 6-12 meses
Revisado el 18/10/2018
Fuente de la reseña: Capterra

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.

Puntos a favor

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.

Puntos en contra

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.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 9.0/10

Alfredo R.
Tamaño de la empresa: 51-200 empleados
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The simplicity of the tool. It was easy to get used to.Adding SKU in bulk is also dynamic and useful

Revisado el 13/3/2018
Fuente de la reseña: Capterra

Puntos a favor

1296/5000
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.

Puntos en contra

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.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Recomendación de usuario
7.9/10
Based on 3539 user ratings
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Precios de Microsoft Dynamics CRM

Precios de Microsoft Dynamics CRM

A partir de
10,00 US$/mes
Prueba gratis
Suscripción
Relación calidad-precio

Dynamics 365 Plan 1: $115 per user/month
Dynamics 365 Plan 2: From $210 per user/month
Team Members Enterprise edition: $10 per user/month

Dynamics 365 Plan 1: $115 per user/month
Dynamics 365 Plan 2: From $210 per user/month
Team Members Enterprise edition: $10 per user/month

Relación calidad-precio
4.1/5
Based on 3539 user ratings
Compara las alternativas según la relación calidad-precio
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Funciones de Microsoft Dynamics CRM

Funciones de Microsoft Dynamics CRM

API
Base de datos de clientes
Campos personalizables
Creación de informes personalizables
Creación de informes y estadísticas
Creación de marca personalizable
Datos en tiempo real
Encuestas y comentarios
Gestión de calendarios
Importación y exportación de datos
Integración de CRM
Integración de correo electrónico
Integración de redes sociales
Integración de terceros
Modelos personalizables
Notificaciones automáticas
Pagos electrónicos
Panel de actividades
Recordatorios
Seguimiento de actividades
Funciones
4.3/5
Based on 3539 user ratings
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Categorías

Más información sobre Microsoft Dynamics CRM

Más información sobre Microsoft Dynamics CRM

Funciones principales de Microsoft Dynamics CRM

  • Backup and Recovery
  • Data Migration Tools
  • Port and Network Device Monitoring
  • Proactive Response to Alerts
  • Unlimited Application Troubleshooting

Beneficios

- Ongoing application monitoring and maintenance
- Quickly deploy and add users at a moment’s notice
- New versions or updates to the software are easily distributed
- Affordable solution with flexible payment options

Preguntas frecuentes sobre Microsoft Dynamics CRM

Preguntas frecuentes sobre Microsoft Dynamics CRM

He aquí algunas preguntas frecuentes sobre Microsoft Dynamics CRM.

P. ¿Qué tipo de planes de precios ofrece Microsoft Dynamics CRM?

Microsoft Dynamics CRM ofrece los siguientes planes de precios:

A partir de: 10,00 US$/mes

Modelo de precios: Suscripción

Prueba gratis: No disponible

Dynamics 365 Plan 1: $115 per user/month Dynamics 365 Plan 2: From $210 per user/month Team Members Enterprise edition: $10 per user/month

P. ¿Cuáles son las características principales de Microsoft Dynamics CRM?

Microsoft Dynamics CRM ofrece las siguientes características:

  • Backup and Recovery
  • Data Migration Tools
  • Port and Network Device Monitoring
  • Proactive Response to Alerts
  • Unlimited Application Troubleshooting

P. ¿Quiénes son los usuarios habituales de Microsoft Dynamics CRM?

Los clientes habituales de Microsoft Dynamics CRM son:

Trabajadores autónomos, Empresas Grandes, Empresas medianas, Empresas pequeñas

P. ¿Qué idiomas admite Microsoft Dynamics CRM?

Microsoft Dynamics CRM admite los siguientes idiomas:

Árabe, Chino (simplificado), Chino (tradicional), Danés, Neerlandés, Inglés, Finés, Francés, Alemán, Hebreo, Italiano, Japonés, Coreano, Noruego, Polaco, Portugués, Ruso, Español, Sueco, Turco

P. ¿Qué tipo de planes de precios ofrece Microsoft Dynamics CRM?

Microsoft Dynamics CRM cuenta con los siguientes planes de precios:

Suscripción

P. ¿Microsoft Dynamics CRM es compatible con dispositivos móviles?

Microsoft Dynamics CRM admite los siguientes dispositivos:

Android, iPad

P. ¿Con qué otras aplicaciones se integra Microsoft Dynamics CRM?

Microsoft Dynamics CRM se integra con las siguientes aplicaciones:

3CLogic, AnytimeCollect, Customer Thermometer, Five9, OneSpan Sign, Pardot, Sitecore, Vivocha, Vocalcom, WhosOn

P. ¿Qué tipo de asistencia ofrece Microsoft Dynamics CRM?

Microsoft Dynamics CRM ofrece las siguientes opciones de asistencia:

Foro, Base de conocimientos, Asistencia en línea, Asistencia telefónica