Microsoft Dynamics CRM Reviews

The use cases are for HR management, resource management, project insight, and timesheet management. It is mostly connected with people and resource management.

The deployment of Microsoft Dynamics CRM is easy because it's a software as a service, which eliminates the need to deploy anything in our data center. It has improved the verification of value streams by mapping projects to products and demonstrating the total cost of ownership. This automation significantly impacts daily operations by reducing the time spent on manual tasks and improving the quality and delivery time.

The features that have significantly improved effectiveness are the verification of value streams, mapping to products, total cost of ownership, and automation, which improves time delivery and quality.

The UI/UX needs improvement as it is not intuitive from day one. It becomes intuitive once learned, however, it should be less complex initially.

I've been using Microsoft Dynamics CRM for about one year in the current organization.

Microsoft Dynamics CRM is a stable solution, with reliability rated at nine out of ten.

The scalability of Microsoft Dynamics CRM is rated at eight out of ten, indicating it could be more scalable but is generally satisfactory.

Microsoft provides very helpful support from the beginning. They are responsive and offer good assistance with problems.

Positive

We previously used different ERP systems. Now we mainly use Microsoft Dynamics 365. Existing Microsoft products facilitate better integration.

For deployment and operation of Microsoft Dynamics CRM as a software as a service, everything was up and running in about four days, including testing for disaster recovery. It required integrating and migrating data, which went smoothly.

The deployment involved around five people, including two analysts, two engineers, and one architect.

Better time to market and better visibility into cost has been a financial benefit for the company.

Pricing could be improved, as I rated it a six out of ten for affordability. There are no extra expenses post-purchase.

We also considered SAP, yet chose Microsoft for its integrated ecosystem and better talent availability.

I would recommend Microsoft Dynamics CRM due to its good ecosystem and ease of onboarding employees, which are supported by the known Microsoft environment.

I'd rate the solution nine out of ten.

We use the solution as a policy management system. 

For me, the most helpful functionalities in Microsoft Dynamics CRM are customer engagement, contact management, opportunity management, and order management. The service management features, including ticket management and handling complaints from the call center, are also very useful. One of the key benefits is the faster time to market, as it allows for quicker product delivery and better customer management. The tool also improves customer interaction through the service center, leading to better adherence to KPIs.

The tool should be micro-services-based. If it's not already implemented, the architecture could be enhanced by transitioning to a microservices-based model. This would allow each module to be managed independently, reducing downtime and enabling teams to work autonomously on specific services.

Additionally, incorporating AI capabilities would be beneficial, particularly for predicting customer churn and enhancing customer analytics. AI could provide deeper insights into customer behavior and improve decision-making processes.

I suggest implementing customer satisfaction management with sentiment analysis to capture customer satisfaction and ratings. This would help predict whether a customer will stay or leave and if they are happy or unhappy. Adding AI-driven customer segmentation and marketing would enable more effective targeting of specific customer segments. Incorporating predictive analytics could forecast customer behavior and market trends. Additionally, making the product catalog AI-driven would assist in suggesting and building better products based on market activity and customer analysis.

I have been working with the product for over two years. 

Moving to the cloud offers advantages for stability and reliability. The cloud provides high availability, meaning if one part of the system fails, another can take over. This ensures better scalability, reliability, and resiliency.

The tool is scalable. Cloud architecture supports unlimited vertical and horizontal scalability, which is a significant advantage. However, if it is run on a standalone data center without cloud support, scalability might be limited, requiring additional servers and infrastructure.

In my experience, they are quite responsive if you opt for premium support from Microsoft. They typically respond within twenty-four hours. There are different levels of support, and for large enterprises, premium support is usually the best choice. This option provides 24/7 support and is highly rated in the industry. 

The tool's deployment is simple. I’m more of an architect and focus on designing solutions rather than implementing them. It should be, if it’s not already microservices-based for Microsoft Dynamics CRM. Also, making it cloud-based and containerized would simplify deployment and speed up the process. Deploying the product shouldn’t take ages; a serverless architecture would be beneficial.

The solution is expensive. 

Integrating the tool with other systems is generally not a problem because many integration platforms are now API-driven. It should be API-based and expose a lot of APIs for integration with other systems. Some API platforms today, like API gateways, can aggregate systems that expose APIs. Microsoft Dynamics CRM does expose some APIs, but this needs to be analyzed in more detail. Ideally, it should be completely API-driven, with no custom coding needed unless necessary. It should be out-of-the-box functionality that allows for plug-and-play integration.

Microsoft Dynamics CRM is best suited for large enterprises. Big companies use it in the insurance, financial, and sometimes telecom sectors. Due to its high pricing, small and medium-sized businesses may find it less suitable. 

The main competitors vary by industry. The tool is not a top choice for telecommunications because domain knowledge is crucial, and a CRM like Siebel might be a better fit. However, in the finance, insurance, and manufacturing sectors, Microsoft Dynamics CRM performs well and is competitive. When it comes to cost, it is often more competitive compared to Siebel or other CRM solutions. 

I rate the overall solution a ten out of ten. 

We use the solution for sales productivity and marketing.

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. 

The tool is stable. 

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

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

Microsoft Dynamics CRM's deployment is easy. 

The solution is not expensive. 

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. 

It was related to connecting large data with specific company information. We consolidated all the data in one place to speed up the company's decision-making. 

We gathered data based on their specific requirements and stored it alongside the company's personal data. 

Working with all Microsoft products from one platform is very useful. You don't need to open multiple programs on your laptop. 

You can access all the products and software from the same platform. Integrating all these services into one platform is very useful. 

I like the way we can process and store data, fetch and execute commands. All of these details make it a very useful tool to speed up processes against the database.

The UI and GUI could be improved.

I was involved in a project in the USA that used Microsoft Dynamics CRM.

It's stable. However, improving the infrastructure in the background could make it more stable, and the performance would be even better.

It's scalable. For this project, about 75 users had access, but maybe 50 at the same time. When multiple users access the database at the same time, it should be evaluated, and big infrastructure in the background. 

The more infrastructure you have, the better the stability and performance.

I didn't need to request support for Microsoft Dynamics on that project.

I appreciate this solution and would give it a nine out of ten.

We use Microsoft Dynamics CRM to control sales advancements in our company.

The most valuable features of Microsoft Dynamics CRM are all the filters and possible reports. Microsoft Dynamics CRM provides better knowledge, better control, and better reports. The solution improves your internal analysis and tells where and when you have to improve your strengths in your team or sales effort. It also informs you which business units need more attention and which ones are good.

The solution should improve the user experience in the process of creating and activating offers. Sometimes, the process is a little bit slow because it has too many details. It also depends on how the software is built for each company because each company has its own process.

I have been using Microsoft Dynamics CRM for one year.

I rate Microsoft Dynamics CRM ten out of ten for stability.

I rate the solution ten out of ten for scalability.

The solution's installation is not difficult, but it's quite a process to learn and set up. Since you have to adapt to your company and user experience, it's quite a long process to learn it and do it perfectly.

On a scale from one to ten, where one is difficult and ten is easy, I rate the solution's initial setup a five out of ten.

The solution's deployment takes two days if you are fully working on it.

Microsoft Dynamics CRM is used to integrate emails. Suppose you receive an email from a client, and you are sending an offer. You can see in each offer the last emails that have been in contact with each of your clients. This is really good for making an easier approach for each client and not losing track of everything.

Since the solution is Microsoft software, it is capable of integrating documents, which is really good. The solution not only uploads documents as PDFs but creates Word or Excel, which is really good for keeping track of everything simultaneously.

Microsoft Dynamics CRM supports remote work perfectly because I'm working with the eBridge mode. I work from the office and also from home, and the solution works the same.

I would recommend Microsoft Dynamics CRM to other users. It's a good solution to keep track of everything, improve your sales approach or sales efforts, keep it all in one place, and not lose track. It's a better way to control and keep the responsibility for each salesperson or the directors. It's a great solution to improve your business vision and achieve your objectives.

Overall, I rate Microsoft Dynamics CRM an eight out of ten.

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

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

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.

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.

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

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

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.

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

Positive

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. 

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. 

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

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. 

I'm primarily using the solution as a CRM. 

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.

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. 

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

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. 

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

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

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. 

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

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

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

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. 

The salespeople in our organization use the product. It is connected to SAP. Our consultants use many of the customized features.

The product is quite good. The product is user-friendly.

The product is very old. We just pray that it works somehow. The product must be integrated with the cloud.

I have been using the solution for ten years.

The tool’s stability is good, but it is old. So, we might have to replace it.

We have 50 users in our organization. The tool is scalable.

We used SAP CRM. It was very problematic, so we switched to Microsoft Dynamics CRM.

I would recommend the solution to others. It is a simple tool. Overall, I rate the solution an eight out of ten.