Microsoft Dynamics CRM

Microsoft Dynamics CRM

Solución online de gestión de relaciones con los clientes

4.3/5 (3578 opiniones)

Información general sobre Microsoft Dynamics CRM

¿Qué es Microsoft Dynamics CRM?

Microsoft Dynamics CRM te permite elegir una fantástica implementación. Puedes implementarlo en la nube, de manera local o como solución privada alojada por uno de sus socios. Si surge la necesidad, también es posible cambiar el tipo de implementación.

Con Microsoft Dynamics CRM Online, puedes aumentar o disminuir la cantidad de usuarios según los requisitos de tu negocio.

La arquitectura de Microsoft Dynamics CRM Online proporciona a los clientes autonomía completa sobre la operación, administración, configuración y seguridad de su solución CRM.

Las funciones de administración de clientes y usuarios han sido diseñadas para aumentar la autosuficiencia. Los clientes tienen control total sobre todos los aspectos de la estructura de datos, la experiencia del usuario, la inteligencia comercial y la administración de procesos empresariales.

La considerable experiencia operativa y la inversión en servicios en la nube de Microsoft brindan tranquilidad.

Microsoft ofrece una red global de centros de datos, con instalaciones por todo el mundo que son gestionadas y operadas directamente por Microsoft.

Muchos aspectos del sistema Microsoft Dynamics CRM Online se configuran de forma redundante para eliminar puntos de fallo únicos.

Microsoft ofrece un 99.9 % de tiempo de actividad y cuenta con uno de los pocos SLA (acuerdos de nivel de servicio, por sus siglas en inglés) del sector respaldados económicamente.

Información general sobre Microsoft Dynamics CRM

Precio

A partir de
10,00 US$/mes

Opciones de precios

Prueba gratis
Suscripción
Relación calidad-precio

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 3578 opiniones
Excelente
1664

Muy bien
1392

Normal
417

Pobre
80

Malo
25

Relación calidad-precio
4
Funciones
4.2
Facilidad de uso
4
Asistencia al cliente
4.1
85% Un 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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Luke T.

A complete CRM

It is undoubtedly a software that takes an important factor in the management makes customers since being based on the cloud allows to keep the integration of the data apart the administration of the information becomes simpler and in an environment that significantly improves productivity and optimizes management time.


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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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Matthew R.

Unresponsive, unintuitive, bug-riddled

I DO NOT recommend this product to ANYONE. The features which work only do so after weeks spent learning the software's bugs and avoiding them. This is not a finished product, and in the two years I have used it not a single issue has been resolved.

Have the developers even attempted to use this? I am so far beyond being understanding of this thing's shortfalls, and I hope this is apparent in my review. Give my company a refund so that the money which Microsoft has NOT earned can be distributed to the employees who have spent hours of unproductive time compensating for Microsoft/D365/CRM's shortcomings.


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Patrik O.

Most modern ERP system available

Not using it productive yet, but looking forward to have a journey with D365FO and CE.


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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

Luke T.
Sector: Tecnología y servicios de la información
Tamaño de la empresa: 51-200 empleados
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A complete CRM

Software usado Otro durante Más de dos años
Revisado el 12/1/2020
Fuente de la reseña: Capterra

It is undoubtedly a software that takes an important factor in the management makes customers since being based on the cloud allows to keep the integration of the data apart the administration of the information becomes simpler and in an environment that significantly improves productivity and optimizes management time.

Puntos a favor

It is one of the best CRM due to the ability it offers in relation to customer service and other aspects that favor in terms of productivity of the company, in addition to integration with Microsoft Office tools favor many aspects when working and the the best point in favor of the software is that all the management is in the cloud, offering apart an interface that keeps everything in order according to our needs.

Puntos en contra

So far it has been a pleasant experience to use this software, I think a trial version is necessary for potential customers to enjoy an experience and see for themselves the capabilities of this product.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 9.0/10

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

Matthew R.
Sector: Petróleo y energía
Tamaño de la empresa: 201-500 empleados
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Unresponsive, unintuitive, bug-riddled

Software usado A diario durante Más de un año
Revisado el 9/3/2018
Fuente de la reseña: SoftwareAdvice

I DO NOT recommend this product to ANYONE. The features which work only do so after weeks spent learning the software's bugs and avoiding them. This is not a finished product, and in the two years I have used it not a single issue has been resolved.

Have the developers even attempted to use this? I am so far beyond being understanding of this thing's shortfalls, and I hope this is apparent in my review. Give my company a refund so that the money which Microsoft has NOT earned can be distributed to the employees who have spent hours of unproductive time compensating for Microsoft/D365/CRM's shortcomings.

Puntos a favor

It promises to deliver a comprehensive client management system, databases information for perusal by its users, and has a lot of potential.

Puntos en contra

The user interface is atrocious. Pages which should be full windows are contained in scroll bars in my browser window

Tables within these windows are not scaleable and are improperly scaled. This cuts off row lables, column headers, and information which I would like to read but cannot

Drop-down menus are not generated automatically

Timesheets are sliding-windows nested within sliding-windows nested within sliding windows, all of which are compressed to less than half the height of my screen by an incompressible block of data.

Timesheets wipe information without warning. New lines added to timesheets occasionally do not register, do not save, prevent submissions for review, and are undetectable until I close the timesheet, the information I entered is wiped, and I spend an hour trying to discern which portions of my billable (BILLABLE! I work by the hour, time spent on this costs my company money, costs me money by way of lost income earned in performance reviews, blatantly ruins my day, and ruins the fidelity of my timesheets by forcing me to try and back out my work for the day)

The TIMER feature in timesheets, a STOPWATCH feature that should be a simple start/stop, cannot properly roll over between hours. If you restart the timer on a line, because (god-forbid) you start a task and the timer, stop the task and a timer, start a new task and a new timer, stop a new task and a timer, and restart the original task and its timer, the thing cannot simply add more time to the original line. No, when it reaches the next hour (1.4 -> 1.9 -> 2.0 -> 2.1 is expected and correct behavior) it just fails entirely, and continues to neglect full hours going forward. (1.4 -> 1.9 -> 0.0 -> 0.9 -> 0.0 -> 0.9 -> 0.0 -> 0.9). This is a baseline thing which i would consider only a slight step up in difficulty from not deleting my activity description (which CRM does frequently)

But why am I having to rank timesheet features by difficulty? My company has paid for Dynamics 365 services, and it is functional to the minimum degree.

Contact entries cannot be related to more than 3 cases? The "Recent Cases" table on the right is not one table - it's FIVE IDENTICAL TABLES arranged vertically along the right side of the screen. Of these, the top and the bottom entries CANNOT be used, and attempting to associate the Contact to a Case returns an error. The MIDDLE THREE tables only accept ONE ENTRY each - my contact is associated with DOZENS of case files, and I am limited to THREE?

This list goes on. This product is awful. This is absolutely awful. DO NOT purchase this product. I am a baseline wage-earner in my company, and am not whatever customer-relations / customization employees Microsoft use to field customer complaints / cater this service, but whatever they are doing is doing done poorly.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 2.0/10

Patrik O.
Sector: Tecnología y servicios de la información
Tamaño de la empresa: 1001-5000 empleados
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Most modern ERP system available

Software usado A diario durante Más de un año
Revisado el 10/10/2019
Fuente de la reseña: Capterra

Not using it productive yet, but looking forward to have a journey with D365FO and CE.

Puntos a favor

It's developing like crazy. When you compare what was the status of D365(FO for example) one year ago and what it offers today (including the growing Azure stack) you will see how it improved in the past and the train keeps driving really fast. Easy to get access to preview features and you can be part of the process by giving feedback to MS directly.

Puntos en contra

Some functionaly still under development which means you will hit a wall with some of your requirements when upgrading form an existing ERP solution.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Recomendación de usuario
7.9/10
Basado en 3578 valoraciones de usuarios
Compara con las alternativas según las recomendaciones de los usuarios
Compara las alternativas

Precios de Microsoft Dynamics CRM

Precios de Microsoft Dynamics CRM

A partir de
10,00 US$/mes
Prueba gratis
Suscripción
Relación calidad-precio
Relación calidad-precio
4/5
Basado en 3578 valoraciones de usuarios
Compara las alternativas según la relación calidad-precio
Compara las alternativas

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
4.2/5
Basado en 3578 valoraciones de usuarios
Compara con las alternativas según la valoración de características
Compara las alternativas

Categorías

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

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

No tenemos información sobre las características de Microsoft Dynamics CRM

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