Microsoft Dynamics CRM Online Essential - subscription license (1 month) -

Mfg. Part: LP2-00003--36MO | CDW Part: 3617534 | UNSPSC: 43232303
$501.73Advertised Price
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  • Subscription license (1 month)
  • 1 user
  • hosted
  • Open Value
  • additional product
  • Open
  • Single Language
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Product Overview
Main Features
  • Subscription license (1 month)
  • 1 user
  • hosted
  • Open Value
  • additional product
  • Open
  • Single Language
Microsoft Dynamics CRM Online Essential license is designed for organizational users who are not necessarily tied to sales, services, or marketing functions but still require light-weight access to custom applications.

Technical Specifications
Specifications are provided by the manufacturer. Refer to the manufacturer for an explanation of the print speed and other ratings.
Category: Business applications
Hosted Service Type: SaaS
Installation Type: Hosted
Subcategory: Business - CRM software

Brand: Microsoft
Compatibility: PC
Localization (Vendor Specific): Microsoft Single Language
Manufacturer: Microsoft Open Value 2.0
Model: CRM Online Essential
Packaged Quantity: 1
Product Line: Microsoft Dynamics

License Pricing: Volume
Licensing Details: Additional product , Microsoft Open Program update

License Category: Subscription license
License Qty: 1 user
License Type: Subscription license
License Validation Period: 1 month
Licensing Program: Microsoft Open Value

Software Family
Microsoft Edition: Essentials
Microsoft Family: MS Dynamics

Product Reviews
Microsoft Dynamics CRM Online Essential - subscription license (1 month) is rated 3.9 out of 5 by 10.
Rated 3 out of 5 by from It offers customization in all modules. The human resources module could be improved. Valuable Features:The customization possibilities in all modules are a valuable feature.Improvements to My Organization:It has reduced costs.Room for Improvement:The human resources module could be improved.Use of Solution:I have used the solution for about four years.Stability Issues:We did not encounter any issues with stability.Scalability Issues:We did not encounter any issues with scalability.Technical Support:I would give technical support a rating of 7/10.Previous Solutions:I am not aware of any previous solutions.Cost and Licensing Advice:For the price, this is a good ERP package.Other Solutions Considered:We did not evaluate any other options.Other Advice:This product is very good for organizations.Disclaimer: I am a real user, and this review is based on my own experience and opinions.
Date published: 2017-03-16
Rated 4 out of 5 by from Allows the creation of intercompany journals and buy/sell invoices. It also allows the creation and transferring of intercompany purchase/sales orders. Valuable Features:Usability and UX/UI functionality. These features make implementation of projects much simpler. It allows smoother adoption of the new system and processes.Improvements to My Organization:NAV supports inter-company activities for two areas: Finance and orders.* The finance part allows creating intercompany journals and intercompany buy/sell invoices.* The orders part allows creating and transferring intercompany purchase/sales orders. The operation is semi-manual.Room for Improvement:* Inter-company functionality: Relatively shallow and mostly manual* Alerts: Many customers are required to define system generated alerts. These are based on data changes and due dates by the user as personalization. This function does not exist.* One has to send the inter-company document to the outbox, process the outbox at the receiving company, process the inbox, and then create the document. This process is somewhat long and requires several steps.* The system does not support the synchronizing of modifications and bi-directional updates.* The most significant issue is the lack of the inter-company logistic functionality. It is not possible to send/receive shipping documents, serial numbers, and lot numbers.* Users require the ability to define alert rules that will trigger the receipt of alerts from the system if the alert condition is met. For example, if a customer's balance exceeds USD10,000, then send me a notification. The "big brother" Dynamics AX, does have this functionality, and it is very useful.Use of Solution:I have been working with Dynamics NAV for four years.Stability Issues:I have not seen any stability issues. My projects were based on 0 to 150 users and there were no such problems.Initial Setup:The ease of the initial setup, data conversion, and rapid start are the strengths of this solution.Cost and Licensing Advice:Do not compromise on the level of the consultants to reduce costs. Skilled staff will do things better and faster.Other Advice:Minimize customizations and maintain a solid change management plan.Disclaimer: I am a real user, and this review is based on my own experience and opinions.
Date published: 2017-03-15
Rated 4 out of 5 by from End users can create their own reports from the chart of an account. Valuable Features:* Accounting Reporting: Account Schedule and Analysis By Dimension* Flexibility for end users to create their own reports from the chart of an account* Integrated export to ExcelImprovements to My Organization:Accounting reporting can be done just in time.Room for Improvement:Setup security needs to be simpler. It needs to be more user friendly for consultants or users to set up. Currently, performing this task requires deep knowledge about tables, forms, pages, and reporting. It is a hard task for consultants to determine the security (roles for user, which module / table can be access by user).In version 2016, the workflow for approval systems such as the workflow for credit limit approval and purchase order approval still has bugs.Use of Solution:I have used it for 15 years (since 2002).Stability Issues:We have not encountered any stability issues.Scalability Issues:We have not encountered any scalability issues.Technical Support:Technical support is 7/10.Previous Solutions:We did not previously use a different solution.Initial Setup:Initial setup was complex, because there is no handbook or manual for step-by-step setup; the information is module by module; and there is no check list. A consultant must do it by experience and best practice.Cost and Licensing Advice:The license price can be adjusted according to country.Other Solutions Considered:Before choosing this product, we did not evaluate other options. It is the first product since I became involved in ERP until now…Other Advice:It is a good product. Please review the product and the partner who will implement this (experience , customer base and the consultant team).Disclaimer: My company has a business relationship with this vendor other than being a customer:I am a consultant at a Microsoft Dynamic Partner.
Date published: 2017-03-14
Rated 4 out of 5 by from Offers trade, supply chain, and manufacturing functionality. Valuable Features:This is a flexible ERP solution and it includes these major functional areas:* Trade* Supply chain* Manufacturing* Finance* Logistics* Warehouse* Service* Quality managementImprovements to My Organization:Dynamics NAV is a global ERP solution that offers:* Twenty-eight country-specific features* Access to more than 80 global languages* The transformation of data from one language to another* Access through a PC, laptop, mobile, tablet, or the Android/iOS appRoom for Improvement:* Logistics* Packing* Export/import* On-line trade* Real-time integration with other systemsUse of Solution:I have used this solution for around seven years.Stability Issues:We had some stability issues. A heavy load of data is the reason for losing speed and the stability in the system.Scalability Issues:There were also scalability issues experienced. When doing multiple data transfer into one table with different users at the same time, the system locked and went into the “Not Responding” mode.Initial Setup:The setup was easy.Cost and Licensing Advice:The pricing decision is based on the understanding of the requirements. The quote is provided according to the estimated hours.Other Solutions Considered:I did not evaluate other options.Other Advice:Each customer needs to check:* How many business processes are readily available in the system* Whether it is suitable for all three levels of resources* The pricing policy as per the requirementsDisclaimer: I am a real user, and this review is based on my own experience and opinions.
Date published: 2017-03-08
Rated 4 out of 5 by from Global ERP that provides insight on data in real time. Valuable Features:* Provides management with insight about data on a real time basis* Helps real time data users who need to make entries into the system* It looks and feels like other Microsoft products* The user interface can be easily integrated with applications like Microsoft Outlook and Excel.* Drill down functionalities* Easy search functionality* The filtering facilities and drill down features are similar to how Microsoft Excel worksImprovements to My Organization:It improved our productivity and streamlined our processes.Room for Improvement:In sales and marketing, we want improvement in workflow with more automation in the sales and marketing process.Salespeople can improve their productivity by utilizing more technological advantages by implementing automatic workflows for sales tracking processes, lead funnels, and opportunity tracking.Use of Solution:I have been using Microsoft Dynamics NAV since 2013.Stability Issues:We did not have any stability issues.Scalability Issues:We did not have any scalability issues.Technical Support:I would give technical support a rating of 4/5.Previous Solutions:We did not have a previous solution.Initial Setup:The initial setup was simple.Cost and Licensing Advice:Pricing is high and the licensing policy is bit tricky. However, it’s a global ERP, so it’s difficult to comment.Other Solutions Considered:We looked at SAP B1 and VAV ERP. Due to scalability and add-on development limitations in SAP B1, we opted for this solution.Other Advice:You should use it as is, with minimal customization.Disclaimer: I am a real user, and this review is based on my own experience and opinions.
Date published: 2017-03-01
Rated 4 out of 5 by from The solution has proper object control within the software. Valuable Features:Ease of use, extremely flexible, and cost effective. It is well targeted for small and medium size businesses.Improvements to My Organization:When we want to change a workflow, we can easily customize it without changing the core functionality. At the same time, there is proper object control within the software.Room for Improvement:The security and user levels fields can be improved further so that it is not too tedious for end-user to map and set up.The permission and roles settings of each individual user is there, but still very tedious. The fact that the application is extremely flexible also means that if security is not properly set up, a user can accidentally be given access to something that he should not have access to. For example, he might be given access to financial figures on the general ledger through another function because the navigational feature is so great.Use of Solution:We have been a partner of this product since 2000, hence more than 16 years now.Scalability Issues:Prior to version 2013, concurrently posting online in real-time is challenging when we even talk about 50 users doing it at the same time. With version 2015 onwards, we can now do it with more than 100 users without a problem.Previous Solutions:We used Progress DBMS accounting version from the UK, but that is not well supported once out of the UK.Initial Setup:The initial setup was straightforward, as it has templates for us to follow.Cost and Licensing Advice:It is extremely cost effective and can be very productive once you run it for a year. There is also a subscription base for startup companies which can scale and grow as the business grows.Other Solutions Considered:We have looked at Oracle and SAP B1, but the technicalities involved to build a vertical solution business in those products are not easy and sustainable for a small partner like us.Other Advice:Don’t attempt to customize to your needs. The first step is to work around existing functionality and then think carefully before jumping into customization.Disclaimer: My company has a business relationship with this vendor other than being a customer:We are business partners.
Date published: 2017-03-01
Rated 4 out of 5 by from By centralizing the main data, each employee has the necessary information in real time. Valuable Features:Financial analytics provide end users with a real good picture of financial information, such as income and P&L. It can be divided by organization unit, for example, and it can be reported in one additional currency.Improvements to My Organization:By centralizing the main data, each employee has the necessary information in real time. Analytics are helping management make the right decisions.Room for Improvement:Can’t remember what to improve in Ms Dynamics Nav at this time.Use of Solution:I have been using base and earlier versions for more than 10 years. I have been using version 2016 for one year.Stability Issues:I did not encounter any issues with stability.Previous Solutions:I use some local solutions. I did not completely switch to Dynamics NAV. Dynamics NAV is worldwide product, so you can find arrangements (jobs) in different countries.Initial Setup:In early versions, the installation was more complex. With newer versions, it became more straightforward. It depends on the complexity of the client's business and necessary customizations.Cost and Licensing Advice:For basic implementations of ten user, prices are more affordable with the newer versions. Previously, the cost of licensing and implementation was much higher. Microsoft often has some sales actions for licensing.Other Solutions Considered:My basic product orientation is to Dynamics NAV. I have not evaluated other options recently.Other Advice:Take a good look and do some analytics before implementation. Planning a budget for initial implementation can be underestimated due to unforeseen issues.Disclaimer: I am a real user, and this review is based on my own experience and opinions.
Date published: 2017-02-22
Rated 4 out of 5 by from Some of the features I find helpful are the create PDF feature, API integration and traceability of change log records. Valuable Features:* Role Tailored UserExperience* Supported Web Service enabling pages and codeunit* EnhanceReporting become more user friendly* Added NAV Security Feature* Job QueueCapability* Offer API integration* Sales Credit Memo to Reverse a Sales Entryby using Copy Feature* Create PDF feature* Tracebility of Change LogRecordsImprovements to My Organization:Now, month-end reports are highly reliable and always ready on-time. In addition, Focus Point only needs four staff to compile all staff and finance reports, instead of ten. The work-hours required to compile critical reports has dropped by 60%, Sales reports are absolutely up-to-date, which means executives can create action plans in response to real-time trends.With integrated sales and inventory data, executives ensure they avoid purchasing excessive stock. "Now, we can respond to customer demand very quickly by clearing obsolete fashion items and investing in high-selling products.Focus Point can also open new stores more easily. It only takes a day for us to roll out our core technology in new stores, This makes it easier for us to expand, and makes our franchise business more attractive.The company president believes the end-to-end platform has empowered executives. Dynamics NAV helps us make smart decisions that have a direct impact on our bottom line. As a result we have increased profit margins and improved cash flow. This technology is delivering real business value.Room for Improvement:Batch Processing Functionshould be developed to schedule running in the background at nighttime for posting a Purchase Receipt/Invoice, Sales Order/Invoice,Day End Statement or Item Journal Adjustment to minimize the Classic NAV tablelocking.Disclaimer: I am a real user, and this review is based on my own experience and opinions.
Date published: 2016-12-08
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6/22/2017 4:01:24 PM
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