It is cloud-based. We don't need on-premises resources. Additionally, this tool is well-known for data legality and reporting.
Senior Manager Network Design at MEEZA, Managed IT Services Provider
Cloud-based tool with automation capabilities
Pros and Cons
- "The data is always available to the users regardless of location because of the tool's cloud-based nature. The solution is highly stable. I rate it a perfect ten. The product is highly scalable Microsoft Dynamics 365 Customer Service stands out due to its rich features, ease of deployment, and straightforward licensing structure."
- "The technical support should be dramatically improved."
What is our primary use case?
How has it helped my organization?
We can plan our sales effectively, enabling us to link our products with individual customers. This equips our sales teams with information about each client, including their interests and preferred technologies. Additionally, we've integrated Microsoft Dynamics with our billing system. Our billing process is now straightforward and automated.
What is most valuable?
Firstly, I like that the data is always available to the users regardless of location because of the tool's cloud-based nature. Secondly, it offers a good view to help decisions. It identifies opportunities and effortlessly captures customer requirements.
What needs improvement?
The technical support should be dramatically improved. Improvement is needed to ensure that their teams are well-informed about the product. At times, when we reach out to the technical support team, we find that their knowledge about the product is not even as much as ours.
Usually, they don't help, and we keep trying together until we find a solution. However, it consumes time and effort.
Buyer's Guide
Microsoft Dynamics 365 Customer Service
January 2025
Learn what your peers think about Microsoft Dynamics 365 Customer Service. Get advice and tips from experienced pros sharing their opinions. Updated: January 2025.
831,265 professionals have used our research since 2012.
For how long have I used the solution?
I have been using this solution for nearly three years.
What do I think about the stability of the solution?
The solution is highly stable. I rate it a perfect ten.
What do I think about the scalability of the solution?
The product is highly scalable, with 50 users currently using the solution within our company.
How are customer service and support?
For Microsoft Dynamics 365 Customer Service, the technical support is generally satisfactory. However, for other Microsoft products, the support is weak and nobody is satisfied with the support.
Which solution did I use previously and why did I switch?
We use a product called Clarifai. Microsoft Dynamics 365 Customer Service stands out due to its rich features, ease of deployment, and straightforward licensing structure.
How was the initial setup?
It's a straightforward process due to its cloud-based nature. The solution can be deployed in a maximum of one week. The deployment process involves defining user roles and access controls and specifying what users should and should not have visibility into.
What about the implementation team?
It can be implemented in-house.
What's my experience with pricing, setup cost, and licensing?
The product's licensing is straightforward. It's user-based, so you decide how many users you want to license, and that's it. On the value-for-money scale, it's average. You do get what you pay for, so I wouldn't call it expensive, but, it's alright.
What other advice do I have?
I recommend the product. You need to identify your requirements regarding dashboards and reports. It's very flexible. But you need to know what exactly you want to do with it. It needs to be planned. Overall, I rate the solution a perfect ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Having it in a co-pilot capacity enhances efficiency
What is our primary use case?
We have implemented the solution in manufacturing industries. We do everything in each department: automation, flow integration, sales, Business Central for accounts, and Power BI for reports.
What is most valuable?
Automation is everywhere, and having it in a co-pilot capacity enhances efficiency. It’s safe that upgrades are frequent. When we started, the integration model was in place. Now, it encompasses the entire data set, including Power BI. We need to set up Power BI and gather data from each department based on user activities and other metrics.
What needs improvement?
The licensing model is confusing, especially for partners and customers. Many customers are limited to the basic 365 package, with additional add-on options available for users. Transparency is crucial for explanation. Microsoft provides documentation detailing the features of each license. There is less clarity or discussion around this issue.
For how long have I used the solution?
I have been using Microsoft Dynamics 365 Customer Service for 15 years, including four years in India.
What do I think about the stability of the solution?
We have done more than three implementations in the last two years. We feel the solution is stable.
What do I think about the scalability of the solution?
The solution is easy to scale. We work with both SMBs and enterprise solutions.
How are customer service and support?
The support is good. We try to generate a ticket. Most tickets are resolved quickly, but a few tickets take some time.
How would you rate customer service and support?
Positive
How was the initial setup?
The initial setup is easy, but Kubernetes depends on the technical documentation. Depending on their requirements, It will take one to two days, subject to documents. We have around five people to deploy the solution.
What was our ROI?
We only started with 2-3 people, but it's growing good.
What's my experience with pricing, setup cost, and licensing?
The product comes with a yearly license.
What other advice do I have?
The solution’s maintenance is easy. We have a support team to guide us.
Overall, I rate the solution a nine out of ten.
Disclosure: My company has a business relationship with this vendor other than being a customer: Integrator
Buyer's Guide
Microsoft Dynamics 365 Customer Service
January 2025
Learn what your peers think about Microsoft Dynamics 365 Customer Service. Get advice and tips from experienced pros sharing their opinions. Updated: January 2025.
831,265 professionals have used our research since 2012.
Business Analyst at a computer software company with 201-500 employees
Has a valuable feature for connectivity and a simple setup process
Pros and Cons
- "It has easy-to-use customization features."
- "They could improve the components to be more user-friendly. It needs to be more interactive for new users to operate."
What is our primary use case?
We use the product to track and follow up on business proposals. It helps us with customer service and lead opportunity management.
What is most valuable?
The product’s best feature is connectivity. There are inbuilt connectors to integrate with PowerBI and other applications. It has easy-to-use customization features. Anyone can manage the entities and update them as per business requirements.
What needs improvement?
They could improve the components to be more user-friendly. It needs to be more interactive for new users to operate.
For how long have I used the solution?
We have been using Microsoft Dynamics 365 Customer Service for four years.
What do I think about the stability of the solution?
I rate the product’s stability a ten out of ten.
What do I think about the scalability of the solution?
Our organization has 12 to 15 Microsoft Dynamics 365 Customer Service users. We encountered some issues while receiving product updates. I rate the scalability a seven out of ten.
How are customer service and support?
The technical support team takes multiple weeks to fix the errors. It should improve the response time.
How would you rate customer service and support?
Neutral
Which solution did I use previously and why did I switch?
We have used DashOps and Zoho before.
How was the initial setup?
The initial setup process is very simple.
What about the implementation team?
We are a gold partner of the vendors and provide consulting services for customers.
What's my experience with pricing, setup cost, and licensing?
I rate the product’s pricing a seven out of ten. It is a decent price compared to multiple vendors and products available in the market. It is fine if you have a team of 10 to 15 people. However, it is most suited for enterprises that require more stability.
Which other solutions did I evaluate?
In comparison, Salesforce provides much better functionality but costs more than Microsoft.
What other advice do I have?
I rate Microsoft Dynamics 365 Customer Service an eight out of ten. It has a lot of speed-defined functions.
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
Market Researcher at SRINSOFT INC
Efficient automation and excellent customer service while being easy to use
Pros and Cons
- "It is easy to integrate with other tools, and the customer service is excellent."
- "The interface could be more appealing and attractive for users."
What is our primary use case?
I am a market researcher for my organization, and I research different technologies to see what they are doing and what is happening around the world. I have experience with Microsoft Dynamics 365 CRM and use it primarily for CRM storage, cloud storage, and helping other organizations integrate with Microsoft ERP solutions.
How has it helped my organization?
It is easy to use and understand, and no special tutors are required for Microsoft Dynamics 365. If people have worked with CRM systems like Salesforce or HubSpot, they can easily understand Microsoft Dynamics CRM.
What is most valuable?
It is easy to integrate with other tools, and the customer service is excellent. The automation features, especially for exporting or importing files from different sources, are very efficient.
What needs improvement?
The interface could be more appealing and attractive for users. Microsoft should work on making the interface easier to understand and connect different departments more efficiently. Additionally, sometimes we face glitches, but customer support helps resolve these issues.
For how long have I used the solution?
It has been around two years.
How are customer service and support?
The customer service is excellent. They are ready to help us at any time.
How would you rate customer service and support?
Positive
Which other solutions did I evaluate?
I have researched other CRM systems like Salesforce and HubSpot.
What other advice do I have?
Every tool needs improvement in the upcoming future. Microsoft should focus on enhancing the interface to make it easier to understand.
I'd rate the solution eight out of ten.
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Other
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
Last updated: Oct 8, 2024
Flag as inappropriateIT Admin at Ostbayerische Technische Hochschule Regensburg
Provides efficient support services, but there could be more customization options
Pros and Cons
- "Microsoft Dynamics 365 Customer Service's most valuable features are the ability to create meetups for customers and support daily business functions."
- "The platform’s UI could be better."
What is most valuable?
Microsoft Dynamics 365 Customer Service's most valuable features are the ability to create meetups for customers and support daily business functions.
What needs improvement?
The platform’s UI could be better. There could be more customization options.
For how long have I used the solution?
We have been using Microsoft Dynamics 365 Customer Service since 2017. At present, we are using the latest version.
What do I think about the stability of the solution?
I rate the product’s stability a ten out of ten.
What do I think about the scalability of the solution?
We have 40 Microsoft Dynamics 365 Customer Service customers. I rate the product’s scalability a seven out of ten. We can’t use it for many people. The license model is restrictive. We have to purchase a separate license for each user.
How was the initial setup?
I rate the product’s initial setup an eight out of ten. It requires two executives for deployment.
What's my experience with pricing, setup cost, and licensing?
I rate Microsoft Dynamics 365 Customer Service pricing a five out of ten. We pay €200 per license. There are no additional costs involved.
What other advice do I have?
It is a good product to maintain for customers. It is a standard tool and provides good support services. It fits in our Microsoft environment, but sometimes customization options require a lot of effort.
I rate it a seven out of ten.
Which deployment model are you using for this solution?
On-premises
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Cloud systems architect at Encamina
An expensive solution for integration and leverage workflow
Pros and Cons
- "Offers integration with hosted solutions."
- "The product could be serverless."
What is our primary use case?
Microsoft Dynamics 365 Customer Service offers various features tailored to meet the needs of businesses across different industries, such as IT, education, and more. These features include dashboard functionalities and integrations with various systems.
How has it helped my organization?
The solution offers integration with hosted solutions.
What is most valuable?
The interface facilitates integrations with other systems. Users can leverage workflows, too.
What needs improvement?
The product could be serverless.
For how long have I used the solution?
I have been using Microsoft Dynamics 365 Customer Service for 7 years.
What do I think about the stability of the solution?
The product is stable.
What do I think about the scalability of the solution?
The solution is scalable.
How was the initial setup?
The initial setup is straightforward.
What's my experience with pricing, setup cost, and licensing?
The tool is expensive.
What other advice do I have?
I used Dynamics 365 Customer Service for 365 integration, metadata, and deployment. It's a matter of integrating it with other systems.
Overall, I rate the solution a 7 out of 10.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Information Technology Project Manager at a manufacturing company with 5,001-10,000 employees
The solution’s functionality is old-fashioned and its setup is very complex, though it has a good user interface
Pros and Cons
- "I liked the solution's web version and user interface."
- "I didn't like the solution very much because its functionality is a bit typical and old-fashioned, and the entire system needs upgrading."
What is our primary use case?
We are trying to implement the solution in the manufacturing industry. Vendors and ERP teams sit at our office, and we are testing whether these products are suitable or if I need to check for more. Currently, we are evolving the user stories and testing the system to see if it suits our industry.
What is most valuable?
I liked the solution's web version and user interface.
What needs improvement?
I didn't like the solution very much because its functionality is a bit typical and old-fashioned, and the entire system needs upgrading.
How are customer service and support?
The solution's technical support didn't support me at all.
How would you rate customer service and support?
Neutral
How was the initial setup?
The solution's initial setup is very, very complex. As a user, the solution's setup was a terrible experience for me.
What other advice do I have?
It would be great if the solution provided a user manual for users about standard functionality.
Overall, I rate the solution a five out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
System Admin at Scalesoft
Good for management and easy to administer
Pros and Cons
- "I mainly do customer management, setting records, and things like that."
- "There are some occasional performance issues."
What is our primary use case?
I mainly do customer management, setting records, and things like that.
We use the Internet Facing Deployment (IDF) configuration for this CRM system, which allows external access through a secure connection.
What is most valuable?
It's easy to administer, and the UI is lag-free.
What needs improvement?
There are some occasional performance issues. It wouldn't be a dealbreaker for most, but a strong internet connection and some specific configurations are crucial for optimal performance.
For how long have I used the solution?
I have been using it for three years. I handle high-level design and project delivery.
What do I think about the scalability of the solution?
It's good for medium and maybe large companies. It can handle medium workloads.
Which solution did I use previously and why did I switch?
Management tools vary depending on the client. Currently, I'm focusing on Microsoft security solutions like Exchange Online and related gateways.
How was the initial setup?
What's my experience with pricing, setup cost, and licensing?
Overall, the pricing seems fair. I would rate the pricing a seven out of ten if one is the cheapest possible and ten is expensive. It is neither cheap nor overpriced.
What other advice do I have?
It's useful and easy to use, especially for administration center users. I would recommend using the solution.
Overall, I would rate the solution a nine out of ten.
Which deployment model are you using for this solution?
On-premises
Disclosure: My company has a business relationship with this vendor other than being a customer: partner
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Updated: January 2025
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