Likelihood to Recommend Microsoft Access can be easily implemented with training. It doesn't require expert level skill for basic reporting functions - but can be scaled to a complex database with sophisticated users. Its appropriate to consider if excel needs to be used to create reports, or if there are data entry needs - with corresponding reports.
Read full review All told, if it hadn't been for the fact that we were testing it with both employees who knew CRM lingo and those who were new, we wouldn't have found such an issue. The program itself can be very useful for people who already manage CRMs, who know how to use them, who know how to run and manage employees on them, namely because of the "one-stop-shop" concept in data visibility. When it came down to it though, if you have high-turnover, then this product will devolve into only being used for it's base components. Down the middle, we found that the people who'd been in marketing for 4-5 years fell into the product easily because of the way it was written. Everyone before that, with novice experience, thought it was written like a textbook for a graduate class - little to no leeway if you don't happen to know one specific term
Read full review Pros Very easy to create entity-relationship diagrams for various tables and designing mock layouts. Really easy to navigate as it hold[s] the classic Microsoft UI. Another good thing is that it comes with the complete MS Office Suite. It is really fast when joining multiple tables no matter what type of join. Works on pretty much same SQL scripts so no need to learn a new language! Read full review Some useful out-of-the-box features, like mass uploads of Leads from trade shows or when qualifying a Lead, CRM automatically creates the Opportunity, Contact, and Account for you, etc. Really powerful customizations through the user interface to improve user experience. Things like Business Rules, for example, if Field A = 1, then Field B = 2 and Field C = 2, if Field A = 2, then Field B and Field C don't apply, so automatically hide them. Or other functionality that improves user experience, like Business Process Flows. These walk users step by step through our business process, helping them know when certain actions should take place, and at what point other data is now required. We've used this extensively with our Lead to Opportunity to Quote to Order process, helping users understand the business process each step of the way. Customizations built on top of the platform now called model-driven PowerApps. You can have connections to "typical" data, like Accounts, Contacts, or Opportunities, for example, but then connect that data to custom entities, records that only apply to your specific business. This is all done through the user interface and allows you to customize and automate specific line-of-business applications for your specific needs. Behind the scenes, D365 CE is built on SQL. So the data conforms to industry standards and makes it much easier to interact with. Your developers and IT team will thank you. Read full review Cons Microsoft Access has not really changed at all for several years. It might be nice to see some upgrades and changes. The help info is often not helpful. Need more tutorials for Microsoft Access to show how to do specific things. Be careful naming objects such as tables, forms, etc. Names that are too long can get cut off in dialog boxes to choose a table, form, report, etc. So, I wish they would have resizable dialog boxes to allow you to see objects with long names. I wish it could show me objects that are not in use in the database for current queries, tables, reports, forms, and macros. That way unused objects can be deleted without worrying about losing a report or query because you deleted the underlying object. Read full review Microsoft Dynamics 365 storage & license cost can prohibit some large deployments or even cost-sensitive small projects from using the platform (although I'm certain most deployments would realize a positive ROI if implemented correctly with process automation). The cost and licensing document for Dynamics 365 is 61 pages and will take a rocket scientist to understand it. It's better to just have your Microsoft help estimate the cost if they are willing to help you that. The documentation on how to first fully understand the Out of the Box default solution and settings is lacking or even non-existing. This has the potential to derail Dynamic 365 launches and implementations from the gitgo. Want to use an out of the box entity?.. well it's probably related to 5 other entities that require configuration and full understanding of it to successful implement. And you ask where is the laymen guide or instructions?... User groups and forums. In Summary, Microsoft can up its game in deployment training and supporting documentation. Microsoft needs to incentivize more external platforms to build app connectors for easy integration, such as ZenDesk, Slack, Tableau, etc. Even the current connector apps such as Salesforce, MailChimp, Docusign are useless or don't work at all. Several limitations inhibit successful Dynamics 365 deployments such as: limited number of Rollup field calculations (summarizing fields on child/related records), limited number rows that can exported to Excel via advanced find, Dynamics 365 files, log and database storage size limit is extremely small and will always require purchasing additional storage (for Online deployments). New user buy-in or acceptance or system platform changes can be difficult if a solid change management plan isn't enacted. Don't expect much help from Microsoft on implementation or solutions unless it's a technical flaw with the platform. Microsoft relies on their MVP partner network to consult for implementations at a hefty cost. Hiring a knowledgeable and savvy Dynamics 365 System Administrator can reduce the need for consultant support; of course, this is dependant upon many many variables. Read full review Likelihood to Renew I and the rest of my team will renew our Microsoft Access in the future because we use and maintain many different applications and databases created using Microsoft Access so we will need to maintain them in the future. Additionally, it is a standard at our place of work so it is at $0 cost to us to use. Another reason for renewing Microsoft Access is that we just don' t have the resources needed to extend into a network of users so we need to remain a single-desktop application at this time.
Read full review CRM has allowed us to keep all of our data in one place that is easy for all users within the company to view. I came into the company after they had been using CRM for about 4 years. They have all said that since we have used this it has helped us control work processes better, it has allowed us to be able to track things so much better, and has been something that has helped unite many processes that used to be all over the place. We are currently using CRM 4.0 and are planning on upgrading in the next 18 months to the 2011 version. Support for 4.0 is almost all but dried up. Understandably so. Some of the customization we have done, and a plugins we use, are now contained within the 2011 version so we are looking forward to that upgrade. We use an email marketing company as well, and they primarily support the 2011 version, but their product connects and is integrated within CRM. This is a great benefit as well so that all of our marketing information can be contained in one location.
Read full review Usability Microsoft Access is easy to use. It is compatible with spreadsheets. It is a very good data management tool. There is scope to save a large amount of data in one place. For using this database, one does not need much training, can be shared among multiple users. This database has to sort and filtering features which seem to be very useful.
Read full review My review can help others to choose the correct CRM like Microsoft Dynamics 365 CRM. I see lots of great things in Microsoft Dynamics 365 that make your business easy and smooth also MS allows users to customize the software according to their needs. So Thought I should share my experience with others.
Mohd Nazish Dynamics 365 CE/CRM - Senior Technical Consultant
Read full review Reliability and Availability I don't think the program has ever failed me. It is one of those programs where there is always a solution if you know where to look.
Read full review Support Rating While I have never contacted Microsoft directly for product support, for some reason there's a real prejudice against MS Access among most IT support professionals. They are usually discouraging when it comes to using MS Access. Most of this is due to their lack of understanding of MS Access and how it can improve one's productivity. If Microsoft invested more resources towards enhancing and promoting the use of MS Access then maybe things would be different.
Read full review Our partner, Ledgeview Partners has been FANTASTIC to work with. They are always timely in their response and have taken time to understand our business and our specific needs. We've made a lot of advanced customizations and they have been a great help in making those updates.
Read full review Implementation Rating there is no key idea, since it is easy to implement Microsoft Access
Read full review We used a data warehouse to house our data, and our IT team and implementation vendor worked diligently ahead of time to construct idea implementation plans. Out of millions of records- we had less than a dozen errors, which is remarkable. My major insight is simply having a group of completely devoted individuals working towards your goal who fully understand the desired outcome. Focused resources for implementation season are critical to success.
Read full review Alternatives Considered Crystal is easier for report writing, but isn't a database solution.
Salesforce is lovely, but much more expensive than an old copy of Microsoft Office. For a small budget, [Microsoft] Access was really the only viable option. I only wish it was easier to write complex reports.
Read full review Salesforce has more desirable functions than Microsoft Dynamics 365, at a competitive price. Its user interface is far more superior, it has more customization, easier customization, and out of the box it is more pleasing to the eye and to the end user. If the client doesn't have a deep-rooted connection with Microsoft I wouldn't leap to Dynamics 365.
Read full review Contract Terms and Pricing Model On our purchase, I'd been interrogated about our usage. Our needs are met by Microsoft Dynamics 365, which is simple to use. With so much data and information available, we must ensure that it is presented correctly to managers. Due to a lack of use, we don't have to spend as much money on Salesforce.
Read full review Professional Services My company's preferred program right now is Microsoft Dynamics 365. We use it to keep track of customers and important sales metrics in a streamlined manner. Anyone familiar with CRMs will find the tool extremely useful. Considering that we have a good turnover, this product will be used for its basic segments. As a result, there are few chances of error with Microsoft dynamics because it is so easy to use. Many options for recording data on these leads are available. It meets our needs and pays off.
Read full review Return on Investment Not having to recreate queries or reports every time you want to use them. Once an item is created and saved as part of the database, you save manpower by not having to recreate them. ROI from a usability standpoint is great. Solid product with great functionality that requires low maintenance usually. Read full review It is hard to say, the reason why we are using Microsoft Dynamics CRM is because it is provided to us for free. It could be worthwhile to investigate whether an alternative CRM (even though paid) can be used to boost the ROI Read full review ScreenShots