Microsoft Dynamics CRM Reviews

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.

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 use our company to store customer information and track customer engagement.

The most valuable feature of Microsoft Dynamics CRM has to be its interface. The product helps with the step-by-step process of engaging clients and moving them from opportunities to paying clients. The product also makes it possible for us to classify and practicalize our target market allowing us to ultimately be able to focus on those customers who show interest in a product or service.

All CRM solutions have room for improvement. So far for me, I haven't seen any need for improvement in Microsoft Dynamics CRM yet.

If I am correct, the tool makes it possible for its user to have the profile of customers, along with their pictures, which is good. It lacks to provide a more detailed profile of the customer, which would have been better and more useful. Though the product provides phone numbers and email addresses, I feel that in some cases, it would have been better if the business addresses were provided as well.

I have been using Microsoft Dynamics CRM for a year as a customer.

Microsoft Dynamics CRM is a stable product.

Microsoft Dynamics CRM is very scalable.

I don't know if Microsoft Dynamics CRM can expand to 500, and I don't know if it can still perform at a distinct level. So far, the scalability has been good, considering our business. We have no issues so far.

There are over 50 users using this solution in my company.

Microsoft is a popular product in our region. We wanted a popular brand to work with so that we had something we could easily trust rather than trusting other unknown or new software. Basically, because of the brand name and since Microsoft came to Nigeria, and all the more adding to the aforementioned details was its popularity in our region which made us choose it.

We have to face lots of issues with card payments because of the restrictions in our region. Apart from that, there aren't any formal restrictions or any difficulties in setting up the product. The solution's setup phase is a seamless process, especially once you get it on board.

The solution is deployed on Azure in our organization.

Microsoft Dynamics CRM has a user-friendly platform.

My first piece of advice to those planning to use it would be that you are working with a known brand and popular brand that has stood the test of time. The moment you sign up and adopt Microsoft Dynamics or Microsoft CRM, you are well assured of reliable support from wherever you are. They are just an email away. I believe since I've registered before, I know that I haven't stopped providing a support structure that will be present and available to reach out to you at any moment, given the severity of the situation. Once you have the software, it will give you peace of mind. I have been doing a lot of research looking at Gartner Quadrant, but I haven't studied the different software solutions. I found out that Microsoft is the leader in one of the quadrants mentioned in the Gartner Quadrant. It is an opportunity to put your business or your organization, or whatever you want to use it for, on the world map using a worldwide trusted software.

The reason is that I believe that there is still room for improvement because of its activities in the industry. It has to stand the test of time because of its brand name, popularity, and the reviews I have read over time. I believe that a rating of seven is good standing for now.

I rate Microsoft Dynamics CRM a seven 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.

We are using this solution for the financial module. We have 25 users in sales who are using this solution in my organization.

The solution is deployed on-premises.

Right now we're using the financial features, and we haven't tried the inventory. It's useful more on the financial side.

The manufacturing module could be improved. I would like to see customization in the next release.

I have been using this solution for 10 years.

It's stable.

It's scalable.

Technical support is helpful and responsive. I would rate them 4 out of 5.

It was easy to set up. I would rate the setup 4 out of 5.

We used a third-party company for implementation.

The cost could be cheaper. I would rate them 3 out of 5.

I would rate this solution 8 out of 10.

We maintain a client base on Microsoft Dynamics CRM and regularly update various sales motion statuses on Microsoft Dynamics CRM.

Microsoft Dynamics CRM allows you to create reports and download Excel. Integration with other Microsoft tools is a good feature of Microsoft Dynamics CRM.

Microsoft Dynamics CRM's customer support could be improved as tickets usually take a long time to resolve.

I have been using Microsoft Dynamics CRM for six months.

We did not face too many glitches with Microsoft Dynamics CRM, but the few glitches we faced took a long time to resolve. Microsoft Dynamics CRM is a pretty stable solution.

I rate Microsoft Dynamics CRM an eight or nine out of ten for stability.

Over 50 users use Microsoft Dynamics CRM in our organization. Microsoft Dynamics CRM is a pretty scalable solution.

I rate Microsoft Dynamics CRM a nine or ten out of ten for scalability.

In terms of sales, I have seen a pretty good return on investment with Microsoft Dynamics CRM because it accurately monitors and keeps track of things. Microsoft Dynamics CRM also helps us close sales motions faster.

Microsoft Dynamics CRM is an expensive solution.

I rate Microsoft Dynamics CRM an eight out of ten for pricing.

Microsoft Dynamics CRM is deployed on-cloud in our organization. We get the solution for free as part of our Microsoft partnership.

Overall, I rate Microsoft Dynamics CRM an eight 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 are using Microsoft Dynamics CRM as a help desk ticketing system.

Microsoft Dynamics CRM was more reliable than Spiceworks, which is what caused us to switch. The reliability has benefited our organization.

The most valuable features of Microsoft Dynamics CRM are the accessibility of the service because we can access it either in the office or when we're out in the field.

The options for customizing Microsoft Dynamics CRM are very limited or highly complex. You'll need to understand all of the Administration settings, as well as Microsoft Flow.

I have been using Microsoft Dynamics CRM for approximately one year.

Microsoft Dynamics CRM is highly reliable.

We have no scalability concern for Microsoft Dynamics CRM in the foreseeable future.

We have approximately seven people using the solution in my organization. It is used by our whole IT department.

We do not use the solution extensively. However, we hope to be able to use it for slightly different purposes, and there are other departments within the company. We only use it for our IT help desk ticketing system. It's a full-fledged CRM. It could be used in a variety of different ways.

We have plans to increase usage in the future.

I have not used the support from Microsoft.

We previously used Spiceworks and we switched because it was not as stable as Microsoft Dynamics CRM.

The initial setup was complex, it took us months to do.

I would rate the ease of setup of Microsoft Dynamics CRM a one out of five.

We did the implementation of the solution in-house. The solution is lightweight on the Maintainance needed.

The solution is open source and is free. However, it does require a Dynamics 365 subscription.

My advice to others is to be aware that the customization of Microsoft Dynamics CRM is spectacularly complicated. However, it is a rock-solid solution.

I rate Microsoft Dynamics CRM a seven out of ten.