How can we improve Microsoft Dynamics CRM?

New / Eng
grizwold

New Eng

PRE
Schneider Electric, Duke Energy
grizwold
Dec 2, 2019 9 Comments

We switched to D365 from Salesforce in February and its barely functional. Its so clunky, UI is straight up Microsoft XP, and processes are nil.

Granted, our data was garbage (old/incomplete) but at least things were pretty seamless with Salesforce.

It’s pretty bad that we cant rely on our data - we cant even pull a current customer list! As someone who believes “you’re only as good as your data,” I’m losing my mind

until then - how can i make it not so miserable?

comments

Want to comment? LOG IN or SIGN UP
TOP 9 Comments
  • Cerner
    RMuh72

    Go to company page Cerner

    RMuh72
    You can’t. Dynamics is absolutely garbage.
    Dec 2, 2019 1
  • HP
    whatever.z

    Go to company page HP

    whatever.z
    Trash it. Dynamics are really hard compared to SFDC in terms if user experience. You need to have good UI AND dev people to make it less miserable. Now processes and data should come first. Maybe having a fresh instance and start from scratch to register customers might help your data issues
    Dec 2, 2019 0
  • Are you working on a Surface too
    Dec 2, 2019 1
    • New / Eng
      grizwold

      New Eng

      PRE
      Schneider Electric, Duke Energy
      grizwold
      OP
      No, they’ll have to tear my MacBook pro out of my dead hands
      Dec 3, 2019
  • This comment was deleted by original commenter.

  • Amazon
    trailblzer

    Go to company page Amazon

    trailblzer
    Why did you transition from Salesforce to Dynamics?
    Dec 2, 2019 1
    • New / Eng
      grizwold

      New Eng

      PRE
      Schneider Electric, Duke Energy
      grizwold
      OP
      CEO was ex Microsoft guy...we left GSuite for O365 too fml
      Dec 3, 2019