The use cases are for HR management, resource management, project insight, and timesheet management. It is mostly connected with people and resource management.
Enterprise Architect at BEC
Streamlining resource management and improving project insights with helpful support
Pros and Cons
- "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."
- "The UI/UX needs improvement as it is not intuitive from day one."
What is our primary use case?
How has it helped my organization?
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.
What is most valuable?
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.
What needs improvement?
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.
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Microsoft Dynamics CRM
January 2025
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For how long have I used the solution?
I've been using Microsoft Dynamics CRM for about one year in the current organization.
What do I think about the stability of the solution?
Microsoft Dynamics CRM is a stable solution, with reliability rated at nine out of ten.
What do I think about the scalability of the solution?
The scalability of Microsoft Dynamics CRM is rated at eight out of ten, indicating it could be more scalable but is generally satisfactory.
How are customer service and support?
Microsoft provides very helpful support from the beginning. They are responsive and offer good assistance with problems.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
We previously used different ERP systems. Now we mainly use Microsoft Dynamics 365. Existing Microsoft products facilitate better integration.
How was the initial setup?
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.
What about the implementation team?
The deployment involved around five people, including two analysts, two engineers, and one architect.
What was our ROI?
Better time to market and better visibility into cost has been a financial benefit for the company.
What's my experience with pricing, setup cost, and licensing?
Pricing could be improved, as I rated it a six out of ten for affordability. There are no extra expenses post-purchase.
Which other solutions did I evaluate?
We also considered SAP, yet chose Microsoft for its integrated ecosystem and better talent availability.
What other advice do I have?
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.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer:
Last updated: Oct 21, 2024
Flag as inappropriateTechnical Support Engineer at Netco Security Solutions
Easy to process and store data, fetch and execute commands
Pros and Cons
- "Working with all Microsoft products from one platform is very useful."
- "The UI and GUI could be improved."
What is our primary use case?
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.
How has it helped my organization?
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.
What is most valuable?
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.
What needs improvement?
The UI and GUI could be improved.
For how long have I used the solution?
I was involved in a project in the USA that used Microsoft Dynamics CRM.
What do I think about the stability of the solution?
It's stable. However, improving the infrastructure in the background could make it more stable, and the performance would be even better.
What do I think about the scalability of the solution?
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.
How are customer service and support?
I didn't need to request support for Microsoft Dynamics on that project.
What other advice do I have?
I appreciate this solution and would give it a nine out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Last updated: Jul 30, 2024
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Microsoft Dynamics CRM
January 2025
Learn what your peers think about Microsoft Dynamics CRM. Get advice and tips from experienced pros sharing their opinions. Updated: January 2025.
831,265 professionals have used our research since 2012.
Senior Client Director at Alkemy digital_enabler
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.
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
Last updated: Sep 2, 2024
Flag as inappropriateCRM Analytics Lead-Consumer Insights at a retailer with 1,001-5,000 employees
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.
Data Scientist at a financial services firm with 11-50 employees
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.
Last updated: Jan 6, 2025
Flag as inappropriateSr. Systems Analyst at a maritime company with 10,001+ employees
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.
Marketing Assistant at Izertis
Provides better knowledge, better control, and better reports
Pros and Cons
- "The most valuable features of Microsoft Dynamics CRM are all the filters and possible reports."
- "The solution should improve the user experience in the process of creating and activating offers."
What is our primary use case?
We use Microsoft Dynamics CRM to control sales advancements in our company.
What is most valuable?
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.
What needs improvement?
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.
For how long have I used the solution?
I have been using Microsoft Dynamics CRM for one year.
What do I think about the stability of the solution?
I rate Microsoft Dynamics CRM ten out of ten for stability.
What do I think about the scalability of the solution?
I rate the solution ten out of ten for scalability.
How was the initial setup?
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.
What about the implementation team?
The solution's deployment takes two days if you are fully working on it.
What other advice do I have?
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.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Senior Manager at Arcana
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.
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