Likelihood to Recommend 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 A duration of one and a half years is enough for us to recognize the capabilities of a tool and in my opinion, this one is just a great tool to manage marketing campaigns of even massive-sized firms. Its marketing automation tool and its way of managing campaign and the way it executes digital initiatives is enough to get an inkling of its abilities. Less favorable for the people who want to have something at a cheap price and are more dependent on the reports as its reports have nothing much in detail.
Read full review Pros 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 We can look for the behavior of our clients on our website and mobile application using the analytics it provides. It is highly customizable. It presents data in a form that is easily understandable and reports are highly beneficial for us. Analytics in the form of graphs. Read full review Cons 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 Integration options outside of auto-syncs. I am currently having an issue trying to find an adapter to use with Eloqua to API into our data warehouse but keep the functionality on the Eloqua side. To provide more transparency and visual details of the syncs (integrations of outside data) from any other system that is feeding Eloqua, like what is being updated or changed, better explanations of errors, drill down to newly created records. Custom Objects - Need to have a way to create CDOs outside of just form submissions and uploading of lists, like if you needed to import a file nightly to feed that CDO data but automate the import and make sure it maps to a contact record. Import of data from a file on SFTP - There is no way to filter or create logic to control what is being fed into Eloqua. Currently, that manipulation has to be done by the IT side first. Less flexibility. Better auditing capabilities within the canvas. meaning, sometimes if something is changed or not working the problem may not necessarily show up in immediately, the pattern could take a while to present itself. For example, the feeders into the program. If there is a problem, I don't know that maybe contacts are not entering the program until we do reporting that month and realize there was a lull of contacts going through. Then we have a whole month of missed records or other potential data issues. When you get do large and your Eloqua machine is very robust, the harder it is to see everything Be able to add more than 250 custom contact records. That definitely inhibits my organization in how we need to use that record. Read full review Likelihood to Renew 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 We have been able to automate so many marketing processes with Eloqua over the past 5 years that the only direction would be to adopt the latest and greatest features Eloqua adds. The alternative would be to go back to the marketing stone-age and start over again. And we would rather move forward with increased automation and efficiency.
Read full review Usability 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 Personally, I find it quite easy to use. But for those members of our team who have little or no testing experience, it's been a bit more difficult. There's also training required for development teams in order to have your campaigns coded and set up in the most efficient way. Our developers have been able to do basic and intermediate tests with no difficulty, and they find the interface itself quite intuitive... it's just the extremely complex tests that require a bit more understanding.
Read full review Reliability and Availability No one has experienced any problems with availablity.
Read full review Performance There are occasional complaints about slowness to refresh a screen or build a report. However, this is as much a factor of network access speeds as the system itself, since often the complaints occur when someone is accessing on a wireless network.
Read full review Support Rating 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 We found that we often were telling support people how the system worked. Because we were on E9 that created a lot of support issues as well since few people on the support team seemed to know how E9 worked. That was mostly okay except when we had major system issues (like SSO preventing us from logging in after an update), it became really hard to get answers that weren't vague. It was always the issues that had the highest visibility within the organization (like with Sales) that seemed to take forever to resolve and didn't have a clear escalation path. When Oracle switched Eloqua over to the Oracle support portal it just got worse
Read full review In-Person Training They offer very basic classes which are required for master certification. After having been through it, I would not consider anyone with a master certification any more qualified, unlike Salesforce.com certification which is a more difficult thing to acquire. For example, one of the classes towards certification was around social media. I would have expected examples of how to incorporate into campaigns in the product, with a demo and hands-on test. Instead, it was a powerpoint slideshow that went on way too long and covered really basic stuff like “what is Facebook, what is Twitter”
Read full review Online Training Ok, so, this sounds like it could be horrible because it was all remote, but we loved it... the Adobe training environment was easy to use, and the trainers were engaging. It was simple to switch back and forth between the meeting and the hands-on exercises in their training instances. We took the fundamentals training early in our implementation-- before the consultants came onsite-- and I know this made a big difference in our implementation, because we were able to ask informed questions throughout
Read full review Implementation Rating 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 I give it a 10 because the only issue we had was a result of not following the guidance we were given. Maxymiser provided a customized implementation guide for each site where we were adding the code. On our site implementations when we followed that guide to the letter, it was extremely fast and easy and has worked very well.
Read full review Alternatives Considered 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 It was quite complex to generate segments with Adobe
analytics and I wasn’t personally satisfied with the overall performance of
Adobe Analytics and wasn’t enough flexible in any way. So we decided to switch
to something else better than
Adobe Analytics and is available in the market at
a cheap rate and we ended up doing our research for the most suitable tool at
Oracle Infinity and we don’t regret our decision.
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 Scalability Eloqua is definitely good for larger companies that have 100,000+ contacts and complex marketing workflows and data. Personalization is fairly robust with Eloqua for larger campaigns with smart content and features. Scaling across channels is also seamless - as the platform has great options for non-email channels like SMS, Direct Mail, Chat, etc.
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 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 We are able to use it to help our clients scale through testing We have been able to measure the impact of our events and sales events so we can determine which events to continue in the future and determine future investment Launch a new brand out of Eloqua and measure awareness Read full review ScreenShots Oracle Marketing Screenshots