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Giuseppe Innamorato - PeerSpot reviewer
Senior Client Director at Alkemy digital_enabler
Real User
Top 10
Offers a 360-degree view of your customers
Pros and Cons
  • "The solution is easy to use and stable. It offers a 360-degree view of your customers. It allows you to track interactions, giving you full visibility into customer habits and behavior"
  • "Microsoft Dynamics CRM needs to improve its integrations."

What is our primary use case?

We use the solution for sales productivity and marketing.

What is most valuable?

The solution is easy to use and stable. It offers a 360-degree view of your customers. It allows you to track interactions, giving you full visibility into customer habits and behavior

What needs improvement?

Microsoft Dynamics CRM needs to improve its integrations. 

What do I think about the stability of the solution?

The tool is stable. 

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Microsoft Dynamics CRM
March 2025
Learn what your peers think about Microsoft Dynamics CRM. Get advice and tips from experienced pros sharing their opinions. Updated: March 2025.
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What do I think about the scalability of the solution?

I rate Microsoft Dynamics CRM's scalability a ten out of ten. My company has 100 users. 

How are customer service and support?

I haven't contacted the solution's support yet. 

How was the initial setup?

Microsoft Dynamics CRM's deployment is easy. 

What's my experience with pricing, setup cost, and licensing?

The solution is not expensive. 

What other advice do I have?

I rate Microsoft Dynamics CRM a nine out of ten. It is integrated with Microsoft tools like Word, Excel, and PowerPoint, and the AI feature also improves productivity. 

Disclosure: My company has a business relationship with this vendor other than being a customer: Reseller
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Daniel_Thomas - PeerSpot reviewer
CRM Analytics Lead-Consumer Insights at a retailer with 1,001-5,000 employees
Real User
Works effectively with Microsoft tools and has been exponentially helpful, but is not agnostic when working with other platforms and requires a lot of work on the backend
Pros and Cons
  • "The way it effectively works with the array of other Microsoft tools, such as Azure, is valuable. It works very well with the use of data linking and things like that. Overall, it is a great overall tool to have an effective understanding of the transactional background of each of our customers."
  • "When it comes to any necessary changes or updates, we have issues. It is not very agnostic in terms of working with other platforms. A lot of data transformation had to be done internally in order to send it to various systems."

What is our primary use case?

It is a general CRM. It almost acts as the central hub through which all of our transactions, whether e-commerce or retail, are funneled. It also brings in everything from our inventory. So, essentially, the overall collection of all of that data is deployed through it. This is the main tool that we use.

What is most valuable?

The way it effectively works with the array of other Microsoft tools, such as Azure, is valuable. It works very well with the use of data linking and things like that. Overall, it is a great overall tool to have an effective understanding of the transactional background of each of our customers.

What needs improvement?

One of the biggest challenges is that there is a huge disconnect between, "The business wants this data available," and making that data available in our systems. It requires a lot of effort. There's a huge disconnect, and that's because of a lot of backend work that needs to get done.

From a user standpoint, it is fairly intuitive. Its user interface is nothing phenomenal, but it is intuitive. However, on the backend, a lot of work is required to effectively push the data through. It requires a very heavy lift on the organization's part. It is a complex backend. 

When it comes to any necessary changes or updates, we have issues. It is not very agnostic in terms of working with other platforms. A lot of data transformation had to be done internally in order to send it to various systems.

For how long have I used the solution?

I have been using this solution for one year and five months.

What do I think about the stability of the solution?

Its performance is reliable, but when it comes to any changes or updates, we have issues.

What do I think about the scalability of the solution?

It is a challenge to grow it quite substantially. It involves a lot of work, but the solution overall is scalable as long as you're sticking with Microsoft.

We have anywhere between 50 and 60 end-users, and on the backend, we have about 15 users. It is used quite extensively. All of our data filtering from transactions is flowing into it.

How are customer service and support?

In terms of overall technical support, we work with partners. So, we have Microsoft partners who support us with day-to-day issues. 

In terms of online tools and various instructional write-ups, Microsoft is quite comprehensive. There is a multitude of information available. It is down to the user to dive into it, but it is all there.

Which solution did I use previously and why did I switch?

I don't believe we were using anything else previously. A majority of our systems are Microsoft systems.

What about the implementation team?

We had our team, but that wasn't enough. We had to work with specific partners. There are a few companies where the challenge is the amount of legwork to get things going for the business and the startup cost. 

There was quite a large set of developers. There were upwards of 20 developers, and there were upwards of five business analysts who were effectively capturing use cases from the business to help understand how we wanted the data. It was overall managed by three or four key managers and one director. It took upwards of eight months.

It does require maintenance, which is handled by our technology team.

What was our ROI?

I can't put a number to it, but the use of this system and the collection of the data has exponentially helped the company.

What's my experience with pricing, setup cost, and licensing?

It is a part of one comprehensive user license, which depends on the role of the individual. This is where Microsoft excels. 

It is a very comprehensive package. We get everything from Access to D 365. We get Microsoft's suite of tools. I'm not too sure about the pricing, but I can't imagine it being cheap.

In terms of additional fees, we have particular partners we have to work with. It is very similar to how Google has Google partners. We have dedicated partners, and the fees with them are quite high.

What other advice do I have?

Understanding your overall strategy with data is critical. When you are using or getting used to one particular client platform, an enterprise requirement to scale it up requires enormous amounts of capital. 

It is definitely not geared towards small-sized or medium-sized businesses. It has to be large organizations. I do know that D 365 does have things for small-sized and medium-sized businesses, but I haven't worked with it in that capacity. Knowing what I know about how it works at an enterprise level, the amount of work or cost incurred to make it more and more scalable is definitely something that small-sized and medium-sized businesses can't do.

I would rate this solution 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.
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Buyer's Guide
Microsoft Dynamics CRM
March 2025
Learn what your peers think about Microsoft Dynamics CRM. Get advice and tips from experienced pros sharing their opinions. Updated: March 2025.
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reviewer2035074 - PeerSpot reviewer
Data Scientist at a financial services firm with 11-50 employees
Real User
Top 20
Has increased speed and the ability to customize fields
Pros and Cons
  • "The CRM is very fast, with customization and integration options, and easy migration."
  • "Previously, I used Dynamics, but it did not suit me, so I changed the CRM last year."

What is our primary use case?

I use the solution to manage the lead sales pipeline and enable the marketing department to maintain customer data.

What is most valuable?

The CRM is very fast, which is the most important aspect, and it's very handy. I have implemented some good automation. The cost should be more flexible for smaller organizations. I can add multiple custom fields. I can also create fields and customize them according to my needs.

What needs improvement?

Costing might be a reason for concern. It could be an issue for the organization, or maybe not. It's uncertain.

For how long have I used the solution?

Currently, I am not using it, but in the past, I used it for about a year.

What do I think about the stability of the solution?

I didn't face any issues. There were no downtimes, and I don't think I encountered any problems.

What do I think about the scalability of the solution?

I would rate scalability around seven.

How are customer service and support?

I haven't contacted customer service, but as I mentioned, I am already a gold partner of Microsoft. If there are any problems, I manage without their support.

How would you rate customer service and support?

Neutral

Which solution did I use previously and why did I switch?

Previously, I used Dynamics, but it did not suit me, so I changed the CRM last year. I am a Microsoft Gold Partner, which is why I used Microsoft Dynamics. However, it wasn't feasible, so I switched to a local provider.

How was the initial setup?

The migration was not easy. I wouldn't say that everything was simple.

What about the implementation team?

I was not the one responsible for the migration. It was handled by upper management.

Which other solutions did I evaluate?

I changed it to a local provider.

What other advice do I have?

The decisions will be made by management. I recommend using Microsoft Dynamics if the budget allows. The CRM is very fast, with customization and integration options, and easy migration. Everyone should try it if it is feasible for the organization. Overall, I would give this solution a rating of eight out of ten.

Which deployment model are you using for this solution?

Public Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Microsoft Azure
Disclosure: I am a real user, and this review is based on my own experience and opinions.
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Ricardo Elorza - PeerSpot reviewer
Expert IT Solution Architect at Nestle
Real User
Good pricing, helpful support, and easy to install for non-customized deployments
Pros and Cons
  • "When you have a vanilla, straightforward version, it is easy to use."
  • "We had to do some customizations on top and it got a bit cumbersome."

What is our primary use case?

We primarily use the solution as a CRM for a call center.

How has it helped my organization?

While we already had a workflow, we already had so many tools and needed a better system, so we began to use Dynamics.

What is most valuable?

When you have a vanilla, straightforward version, it is easy to use.

Since it is Microsoft it runs the same interfaces as, for example, Office, Sharepoint, et cetera. The UI is standard which makes it easier to use, rather than introducing something with a completely different look and feel, like SAP.

A straightforward setup is pretty simple. 

Technical support is good.

The pricing is reasonable.

What needs improvement?

We had to do some customizations on top and it got a bit cumbersome. Since there are so many ways to customize it, it can get pretty complex. If you do programming on top that doesn't fit right things can get lost pretty easily.

We're using an older version. I'm not sure which features may be missing in general.

While the reporting wasn't great, it is my understanding that they have since improved on that. 

It doesn't scale so well.

For how long have I used the solution?

We've used the solution for almost six years. I've used it for a while now. 

What do I think about the stability of the solution?

The stability is okay yet not exceptional. I'd rate the reliability six out of ten.

What do I think about the scalability of the solution?

We are currently working on moving to another platform and therefore aren't dealing with scaling anymore. However, it wasn't ideal to begin with.

How are customer service and support?

We have been happy overall with technical support. They are helpful and responsive.

How would you rate customer service and support?

Positive

How was the initial setup?

While setting up the solution isn't a problem, once you start customizing the solution you may run into issues. It can get really complex. 

What was our ROI?

We did not witness any return on investment. The issue we have with how the payment is set up is the license was for on-site deployment. 

What's my experience with pricing, setup cost, and licensing?

The pricing is excellent. I would rate it nine out of ten.

What other advice do I have?

We used version 2013, on-premise.

I'm not sure if Microsoft even sells this on-premises product anymore. They want to do everything on the cloud. 

If you're rolling this out for a small to medium operation, and your people are familiarized with Office and SharePoint, as most users are, it's a great option since you won't have to invest too much time to get everyone up to speed. However, for anything larger than that, a company should probably look elsewhere.

I'd rate the solution eight 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.
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Sushil Shankar - PeerSpot reviewer
Head - Strategic Business Partnerships at Aufait Technologies
Real User
Configurable and integrates well with Microsoft products but can be a bit technical
Pros and Cons
  • "It integrates well with other Microsoft products."
  • "Out of the box, the solution doesn't really have a desirable user experience. We have to set it up and customize it to meet our needs."

What is our primary use case?

I'm primarily using the solution as a CRM. 

What is most valuable?

The solution works well with Azure, and we also have Sharepoint. It integrates well with other Microsoft products. We enjoy the interconnectivity on offer. We like that it's just one environment.

The product is stable. 

It can scale well.

Microsoft partners can use the solution for free.

There are a lot of modules, and therefore, there is a lot of configurability and customization.

What needs improvement?

Out of the box, the solution doesn't really have a desirable user experience. We have to set it up and customize it to meet our needs. We'd like to have a better user experience. Sometimes it looks too technical for some users. We'd like the solution to be simpler to use and less technical. 

I'd love to see some more reporting. We'd like more reporting and easier configuring reports. We'd like some more analysis that could act as a prediction engine. That would help a sales organization. We'd like to be able to compare and project year on year, month on month, et cetera.

The initial setup can be a bit complex. 

For how long have I used the solution?

I've been using the solution for close to five or six years. 

What do I think about the stability of the solution?

The stability is fine. There are no bugs or glitches. It has been stable most of the time. I'd rate it eight out of ten. 

What do I think about the scalability of the solution?

The solution can scale. I'd rate scalability at seven or eight out of ten. We have 35 people using the solution. 

How are customer service and support?

I haven't had any technical support contact. However, my team may have. 

Which solution did I use previously and why did I switch?

I'm also familiar with Zoho, which has a nicer user experience. 

Since we are a Microsoft gold partner, we do get the Microsoft solution for free. 

How was the initial setup?

The initial setup is a bit complex. We require IT assistance to handle that. The onboarding is not easy either. 

What about the implementation team?

In terms of customizing the solution, we hired a company that handled that aspect.

What's my experience with pricing, setup cost, and licensing?

All CRM solutions are around the same price; however, as partners, we get to use the product for free. 

What other advice do I have?

We're a Microsoft gold partner. As a partner, we can access Microsoft products, including this solution. 

I'd recommend Zoho over Microsoft as it is technically easier to use. However, Microsoft if good.

It has a lot of modules and is configurable. It's just a bit more technical. When there is too much functionality, sometimes people don't know what to do with the product. 

I'd rate the solution seven out of ten. 

Which deployment model are you using for this solution?

Public Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Microsoft Azure
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
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Tushar Rahatekar - PeerSpot reviewer
Sr. Systems Analyst at a maritime company with 10,001+ employees
Real User
Easy to install and easy to use CRM software; feature-rich system, with good technical support
Pros and Cons
  • "Microsoft Dynamics CRM has a very nice UI, and is very easy to use. It's easy to install, has a lot of features, and provides good technical support."
  • "This CRM system needs to be more configurable. Its performance still needs improvement, because its screens hang while querying data. It's also not highly scalable, so scalability also needs improvement."

What is most valuable?

I found all the usual CRM features valuable in Microsoft Dynamics CRM, e.g. customer registration, customer complaints management, customer contract management, etc.

The system is also very easy to use. Its UI is very nice, e.g. with Microsoft products, the UI is close to being the best, while products from competitors have the worst UI.

What needs improvement?

My recommendations on Microsoft Dynamics CRM in terms of how it could be improved: It should be more configurable and more scalable. Its performance also needs improvement, particularly because its screens hang while querying data.

For how long have I used the solution?

I've been dealing with Microsoft Dynamics CRM for close to 10 years now.

What do I think about the scalability of the solution?

Microsoft Dynamics CRM is not highly scalable, particularly because it's running on a SQL server database.

How are customer service and support?

I have no complaints about the technical support provided for Microsoft Dynamics CRM.

Which solution did I use previously and why did I switch?

We used Siebel CRM prior to using Microsoft Dynamics CRM. We discontinued Siebel CRM in 2012.

How was the initial setup?

Installing Microsoft Dynamics CRM was very easy.

What about the implementation team?

We did the installation and implementation of Microsoft Dynamics CRM ourselves. It only took one day to complete, and we never used a third party to do it.

What's my experience with pricing, setup cost, and licensing?

We're on a yearly contract with Microsoft Dynamics CRM.

Which other solutions did I evaluate?

We evaluated Siebel CRM.

What other advice do I have?

We only had one guy who was responsible for the deployment of Microsoft Dynamics CRM. We have our own IT department with qualified, experienced people for each domain, or for each type of product. We usually don't need the vendors to implement for us, and in case we need help on one or all products, we directly contact Microsoft.

My rating for Microsoft Dynamics CRM is eight 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.
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Senior Manager at Arcana
Real User
Customizable, stable, scalable, and has a broad coverage, but its GUI isn't attractive and it needs a cleaner and more simplified user interface
Pros and Cons
  • "Microsoft Dynamics CRM has the same features as Salesforce CRM, but what I like about the solution is that it's customizable. It's also one of the top-rated CRMs in the market. I also like that the coverage system of Microsoft Dynamics CRM is very, very broad, which means you can do a lot with it versus what you can do with Salesforce CRM."
  • "The main issue with Microsoft Dynamics CRM is that its GUI isn't very attractive. Overall, the solution has the same functionalities as other CRMs such as Salesforce, but Salesforce is much simpler to use. Microsoft Dynamics CRM is complicated to use, and this is another area for improvement. It was also more difficult to set up the solution, so its setup could still be improved. What I'd like to see in the next version of Microsoft Dynamics CRM is a cleaner user interface because currently, it looks messy to me. Salesforce CRM has a better, more simplified user interface that makes it easier for you to get what you need, while in Microsoft Dynamics CRM, you have to put in a lot of effort to get things done."

What is most valuable?

Microsoft Dynamics CRM has the same features as Salesforce CRM, but what I like about the solution is that it's customizable. It's also one of the top-rated CRMs in the market.

I also like that the coverage system of Microsoft Dynamics CRM is very, very broad, which means you can do a lot with it versus what you can do with Salesforce CRM.

What needs improvement?

The main issue with Microsoft Dynamics CRM is that its GUI isn't very attractive. 

Overall, the solution has the same functionalities as other CRMs such as Salesforce, but Salesforce is much simpler to use. Microsoft Dynamics CRM is complicated to use, and this is another area for improvement.

It was also more difficult to set up the solution, so its setup could still be improved.

What I'd like to see in the next version of Microsoft Dynamics CRM is a cleaner user interface because currently, it looks messy to me. Salesforce CRM has a better, more simplified user interface that makes it easier for you to get what you need, while in Microsoft Dynamics CRM, you have to put in a lot of effort to get things done.

For how long have I used the solution?

I've been using Microsoft Dynamics CRM for over three years.

What do I think about the stability of the solution?

Microsoft Dynamics CRM is a very stable solution.

What do I think about the scalability of the solution?

Microsoft Dynamics CRM is a scalable solution, and I wouldn't be using it if it wasn't scalable or stable.

How are customer service and support?

We've contacted the technical support team of Microsoft Dynamics CRM, and they've provided us with good service.

Which solution did I use previously and why did I switch?

My organization used custom-made software previously, but because the software had a lot of issues, the team decided to switch to Microsoft Dynamics CRM.

How was the initial setup?

The initial setup for Microsoft Dynamics CRM wasn't that easy. I found it easier to set up Salesforce CRM.

As for how long it took to deploy Microsoft Dynamics CRM, that depends on project complexity and how much your budget is, but it could be a minimum of three months. In some projects, the deployment of the solution could even take one year.

What's my experience with pricing, setup cost, and licensing?

I don't have details about the licensing cost of Microsoft Dynamics CRM because it's the procurement team that's in charge of it.

Which other solutions did I evaluate?

I've used Salesforce CRM. Both Salesforce CRM and Microsoft Dynamics CRM are top-rated, so all features you need are available in both solutions, so I'm not concerned much about features. It's usability that's more important to me, and I found Salesforce CRM to have a simpler user interface that I like.

What other advice do I have?

I've hardly used Salesforce CRM. It's Microsoft Dynamics CRM I've been using the most.

My organization has one hundred users of Microsoft Dynamics CRM. There's a plan to increase its usage as well.

There's a dedicated team that's in charge of managing the Microsoft Dynamics CRM environment.

I would recommend the solution to others who want to start using it. I always recommend Microsoft Dynamics CRM to others, even to people considering Oracle CRM, but it would still depend on your environment and what the customer needs. I recommend solutions to others based on the requirements.

I would rate Microsoft Dynamics CRM six out of ten.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Marouan Bellioum - PeerSpot reviewer
Cyber Security Program Manager at a financial services firm with 10,001+ employees
Real User
Cost-effective and easy to deploy, but they support is slow to respond to queries

What is our primary use case?

I manage projects that include use cases from finance. I take them from beginning to end and manage the expectations. One of our concerns is having a secure infrastructure. In-depth security is part of our design.

We do a lot of development for our clients that is specific to Microsoft Dynamics CRM.

What needs improvement?

The dashboard needs to be improved.

The real-time execution could be improved. In particular, there should be better security and performance within the cloud, at the edge level.

For how long have I used the solution?

We have been using Microsoft Dynamics CRM for several years.

What do I think about the scalability of the solution?

This is a scalable product but it takes time.

How are customer service and support?

The technical support from Microsoft is good, although they are not reactive. It takes a long time to answer. This is unlike SAP, which works reactively. When you deal with SAP, the answers are very fast. With Microsoft, however, we have the same SLA but it takes more time to answer.

Which solution did I use previously and why did I switch?

We also use SAP CRM.

I recommend using SAP CRM in all regions except for Africa. We use Microsoft Dynamics CRM in Africa because we did not have an SAP partner in the region. However, there is now a partner in North Africa, so we will be migrating all of the Microsoft Dynamics to SAP. That said, it will take time.

SAP is more scalable than Microsoft Dynamics CRM. SAP, however, is more expensive, although it provides more benefit to us.

How was the initial setup?

The deployment is not complex. Microsoft is very good in this regard.

What about the implementation team?

We may use a consultant for deployment because it takes time.

What other advice do I have?

I would rate this solution a seven out of ten.

Disclosure: My company has a business relationship with this vendor other than being a customer: partner
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Buyer's Guide
Download our free Microsoft Dynamics CRM Report and get advice and tips from experienced pros sharing their opinions.
Updated: March 2025
Buyer's Guide
Download our free Microsoft Dynamics CRM Report and get advice and tips from experienced pros sharing their opinions.