Microsoft Dynamics CRM Reviews

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.

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.

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.

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

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

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.

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.

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

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.

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.

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.

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. 

We use Microsoft Dynamics CRM for our opportunity tracking system. Anytime we have sales opportunities, we integrate the solution with our quoting software. The quote is generated and all the details flow into our Microsoft Dynamics CRM, which then builds our pipeline. We're able to integrate it with other Microsoft forms and our Dynamics SL Accounting system.

When a sale is made or an award is given it is entered into the Dynamics SL Accounting system and we filter the sales report which helps us do better forecasting for our financials for the year.

The most valuable features are the integration capabilities with other third-party software. It has an easy user interface and in terms of security, it has permission-based access for different users.

Microsoft Dynamics CRM is not that customizable, you can customize it, but a lot of it is still pre-built in a way that you have a lot of details in there that you don't need.

I have been using Microsoft Dynamics CRM for approximately three years. My company has been using the solution for approximately seven years.

The stability of Microsoft Dynamics CRM is fairly good, it doesn't tend to break, it has reliable access. We have a number of users all working remotely, it handles and balances the workloads.

There are some challenges with stability for Microsoft Dynamics CRM. However, we could not be fully utilizing the features to archive. For example, when using list items there is a lot of times we have data that goes in, and it just stays there. It's a manual process to remove some of the items. It would be good to have some kind of a better cleanup and archiving function.

I haven't dealt with the tech support. I know that Microsoft tends to be not the easiest to deal with. You have to keep paying more for higher levels of Premium Support instead of having support from the beginning.

The initial setup is somewhat complex.

We have received a high ROI from using Microsoft Dynamics CRM considering it's such a vital part of our organization's entire operations and its ability to consistently be upgraded to have new features and benefits and integrations with emerging software. 

I would rate Microsoft Dynamics CRM ROI value a nine out of ten.

We have a three-year ELA with all our Microsoft solutions and often we had to do a true-up which was approximately $1,000,000. Additionally, we pay approximately $2,500 a month for support.

My advice to others wanting to implement this solution is to make sure that they have a proper enterprise architecture. If you're starting out small, make sure you fully understand the different use cases, because you may end up overpaying for features that are never put into use.

I would recommend the professional services and training for implementation, to allow the staff to receive the knowledge of how to do some of the customizations. It does require some change management across the organization in terms of how to use fields, and all the different touchpoints. It's a pretty good database, it is not perfect, but it is the mid-range level solution. There are automation features that could improve, but with certain software, you can integrate to have it managed some automation in the background.

I rate Microsoft Dynamics CRM a seven out of ten.

We use the solution for customer service, marketing follow-ups, and sales.

The solution's most valuable feature is its ability to store all the information in one application. Also, it allows me to check what my colleagues are doing on their systems. Along with this, it facilitates a communication platform with the customers.

They should work on improving the solution's scalability.

We have been using the solution for 10-15 years now.

The solution did stop working three weeks ago for a while. It was highly improbable for it to go off. Other than that, it is a stable solution.

The solution integrates well with other applications or ERP, Business Central, Finance and Operations, and SAP programs. Considering the flexibility of integration, it is a scalable solution. Our organization has 15-20 customers and about 90 employees using the solution. I rate its scalability as a seven as sometimes it needs a connector to link with other applications.

The solution's tech support team's response is fast.

The setup was straightforward. It works just like any other product of the Microsoft family.

The solution's return on investment is worth it.

The licenses of the solutions are available for purchase on a monthly or yearly basis. There are no additional licenses or fees apart from the standard license. I rate the solution's pricing as a seven out of ten.

The solution's maintenance requires three to four technical executives. I recommend the solution to others and rate it as a nine.

We use Microsoft Dynamics CRM for marketing and sales, for example, for basic contact and lead management and email marketing.

The feature I like best in Microsoft Dynamics CRM is being able to market to segments instead of choosing individual people to market to.

My company's biggest challenge with Microsoft Dynamics CRM is wanting to market solely to leads without having to create a contact and link the contact to the lead.

From a marketing standpoint, there's room for improvement in the lead process of Microsoft Dynamics CRM.

In the next version of Microsoft Dynamics CRM, I'd like to see built-in tutorials because the solution isn't as user-friendly in some aspects, for example, building segments you may not be familiar with. Microsoft Dynamics CRM seems to be designed for engineers, not necessarily for people with marketing or sales backgrounds or who may not have that many technical skillsets or backgrounds.

I've been using Microsoft Dynamics CRM since the day I started working in the company, which is about a year and a half. I'm unsure how long the company's been using Microsoft Dynamics CRM.

Overall, Microsoft Dynamics CRM is a stable solution.

Microsoft Dynamics CRM is a scalable solution.

I've never contacted the technical support team for Microsoft Dynamics CRM.

I wasn't involved in the initial setup and deployment of Microsoft Dynamics CRM, so I have no information on how complex or straightforward the process was.

The implementation of Microsoft Dynamics CRM was in-house.

My company has seen ROI from Microsoft Dynamics CRM.

I'm not aware of any licensing costs for Microsoft Dynamics CRM.

I have firsthand experience with Microsoft Dynamics CRM. It's the solution my company uses.

I'm using the latest version of Microsoft Dynamics CRM. The solution is deployed on the cloud.

In the company, the number of people using Microsoft Dynamics CRM daily is between one hundred fifty to two hundred. Between five to ten people, particularly specialists, take care of general maintenance and submit support tickets for Microsoft Dynamics CRM.

My advice to others looking into implementing Microsoft Dynamics CRM is that it's a valuable tool. Still, it would be best to have either a team onsite or a third-party vendor familiar with setup and deployment.

I'd rate Microsoft Dynamics CRM as eight out of ten.

My company is a gold-level partner and reseller of Microsoft Dynamics CRM and other Microsoft applications.

We use this solution for customer relationship management. It enables us to have a 360-degree view of all our customer interactions. We have various touch points and a call center that our customers call into. After every call, we log the interactions with the customer.

We also have customers that walk into our premises, and we attend to various requests like inquiries, requests, or complaints. After the interactions with the customer, we log the interactions. We also have email interactions with customers that are logged on the platform.

When you go to a customer's profile, you're able to see all communications with that customer based on the various touch points. Whether it's a phone call, whether they're coming into the office physically, or whether it's via emails, you're able to see all the interactions and keep a track of all events regarding that customer.

Anybody who looks at the customer profile is able to know what has transpired up until that point and proffer whatever solutions the customer requires based on their inquiries. It's been very helpful.

It's currently deployed on-prem, but we're planning to update to the cloud version.

There are about 125 people using this solution.

It's been very helpful in ensuring that we're able to provide the best of services and provide responses to whatever queries we get from all our customers. It ensures that there's continuity, and you don't have to start asking the customer about what happened. From CRM, you can easily see all the interactions and events in the record and take it from there.

We're also able to customize it for some of our core solutions. For example, we do benefit payments, so we're able to utilize the workflow part of that. We found out that when you initiate a benefits payment request, we're able to flow through the different approval stages. We're able to see and keep track of that on the system.

In terms of the performance, when it comes to loading a large volume of data, it's slow at times, so the system could be optimized. A lot of those things can be dependent on the kind of resources that you're using, but over time we've been able to scale on the resources and that has actually improved over time.

It's stable. It's better if you use it for the core function that it was meant for. When we used it for other processes, like our core processes, we found out that it was quite unstable. But the moment we took that process out, it became much more stable.

Whenever we need to reach out to Microsoft, they're always there to provide required assistance.

Setup was easy, especially when you have capable partners. The only thing is that when we use it for some of our very processor intensive processes, we found out that it couldn't handle that very effectively. We had to take that process out.

We try to maximize the functionality of the system. We have to do a lot of customizations initially for our core processes. CRM is really for managing customer interactions, so by the time you start using it for things that it's not meant for, then you won't get the best of it.

Deployment took about nine months because we used it for much more than customer relationship management. We used it for our core processes too. By bringing in those processes, they actually extended the project timeline. For the core CRM itself, implementation was done within four months.

Our partners implemented the solution.

The implementation depends on the number of licenses, as well as the partner who is also implementing. It also depends on the core processes you want to bring in. The cost depends on a number of factors, so whoever is implementing it will need to take that into consideration before it is done.

I would rate this solution 8 out of 10. 

I would absolutely recommend this solution to those who want to start using it. My advice is that you need to understand what the scope of the project is. What exactly do you want CRM to do? If it's for customers and to manage customer interactions, then it's going to perform excellently well.

If you're bringing in other processes into the solution outside of core CRM functionalities, then you need to ensure that the system is able to handle such processes. But when it comes to handling a large volume of data processing, there might be a drive on the system, but it handles its core functions adequately well.

I have an embedded power app that's launched through Dynamics. I use it almost every day. I don't use any Dynamics features. I go straight to my ISV plugin and that's all.

For what I'm using it for it's great.

It's a pretty robust product.

I don't use any Dynamics features. I go straight to my ISV plugin and that's all. I just like this part of the Microsoft stack.

The stability is excellent. It's reliable.

The product can be a bit expensive, especially for a smaller organization.

I wouldn't want to change any aspect of the product.

The mobile side of the product doesn't look that great right now. It doesn't seem to render. It's the responsiveness across different devices, from light testing, just seemed kind of off. It seems like it really needs to identify when it's on a mobile device and minimize the view. It kind of just does a web page type of thing and it's just really difficult to use. From just the short time I've seen it, I'm not sure how anybody would ever be able to use it.

I've been using the solution from a demo. I've used it in the last few months.

The solution is rock solid and very stable. It's reliable. There are no bugs or glitches. It doesn't crash or freeze. It's excellent. 

It's kind of pricey. It's about $50 or $60 per user. I have never been on the sales side of it or watched the organization from a licensing perspective. I don't know if it's higher or lower than what else is available. If I was a small business, that price would be too high for me if I was going to run it for my own practice as an individual. I'd either not use it or use something else - maybe something that's cheaper or supports just what I need. 

We are an ISV partner, an independent software vendor through Microsoft, and we can publish applications directly to the Dynamics store.

I've been very happy with the solution. I'd rate it at a ten out of ten.

We were using Microsoft Dynamics CRM in a facility management company for contract and customer relationship management.

The most valuable feature of Microsoft Dynamics CRM is the integration with Microsoft Office 365.

Microsoft Dynamics CRM could improve by making it easier to export data to SharePoint because most of our customers use SharePoint. They have to log into a Microsoft environment platform from their SharePoint for access should be made easier. Additionally, if the customer portal was enhanced for it to be customized it would be a benefit.

I have used Microsoft Dynamics CRM for approximately six months.

Microsoft Dynamics CRM is stable and accessible for businesses with approximately 50 users. These would be small to medium-sized companies.

Microsoft Dynamics CRM is scalable for the usage of my customers.

The departments that use the solution the most are customer service, business development, sales, and the back office for order processing.  

I have not needed to contact Microsoft Dynamics CRM directly. There is enough documentation available to do the installation without any hassles.

The initial setup of Microsoft Dynamics CRM is straightforward. The whole design and new deployment took between four to six months, which is easy deployment.

The customers that have Microsoft Office 365, the license price is competitive. It is competitive because the next solution above it is Salesforce, which is licensed quite high. The price annually was approximately $55 per user but we did a combination of users with some of them having the higher range of approximately $85.

My advice to others is they need to choose a capable consulting team because projects fail at a data level. We have to deal with data, and this is where the projects fail.

I rate Microsoft Dynamics CRM a nine out of ten.

I use Microsoft Dynamics CRM because of its flexible design.

Microsoft Dynamics CRM provides significant time-saving benefits.

The flexible design is highly usable, and I have seen time-saving benefits from using this solution.

During a period of time, restoring data and maintaining it could be better in Microsoft Dynamics CRM.

I have been using Microsoft Dynamics CRM for approximately three years.

I would rate the stability of Microsoft Dynamics CRM as an eight out of ten.

I would rate the scalability of Microsoft Dynamics CRM as an eight out of ten.

I rate the technical support from Microsoft Dynamics CRM as a seven out of ten.

Neutral

Before Microsoft Dynamics CRM, we used our own old solution. We switched to Microsoft Dynamics CRM due to its greater flexibility.

The initial setup of Microsoft Dynamics CRM was in between straightforward and complex.

The deployment was carried out by a consultant.

The pricing and licensing model we use is Enterprise licensing.

I would recommend Microsoft Dynamics CRM as it is very usable.

I'd rate the solution seven out of ten.