Try our new research platform with insights from 80,000+ expert users
Benoit Tellier - PeerSpot reviewer
IT Telehealth Specialist at Clinical & Support Options
Real User
Highly accessible, light on maintenance, but complex customization
Pros and Cons
  • "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."

What is our primary use case?

We are using Microsoft Dynamics CRM as a help desk ticketing system.

How has it helped my organization?

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

What is most valuable?

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.

What needs improvement?

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.

Buyer's Guide
Microsoft Dynamics CRM
February 2025
Learn what your peers think about Microsoft Dynamics CRM. Get advice and tips from experienced pros sharing their opinions. Updated: February 2025.
841,004 professionals have used our research since 2012.

For how long have I used the solution?

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

What do I think about the stability of the solution?

Microsoft Dynamics CRM is highly reliable.

What do I think about the scalability of the solution?

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.

How are customer service and support?

I have not used the support from Microsoft.

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

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

How was the initial setup?

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.

What about the implementation team?

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

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

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

What other advice do I have?

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.

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?

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
PeerSpot user
Buyer's Guide
Microsoft Dynamics CRM
February 2025
Learn what your peers think about Microsoft Dynamics CRM. Get advice and tips from experienced pros sharing their opinions. Updated: February 2025.
841,004 professionals have used our research since 2012.
Project Manager at a financial services firm with 201-500 employees
Real User
Enables us to have a 360-degree view of all our customer interactions
Pros and Cons
  • "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."
  • "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."

What is our primary use case?

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.

What is most valuable?

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.

What needs improvement?

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.

What do I think about the stability of the solution?

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.

How are customer service and support?

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

How was the initial setup?

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.

What about the implementation team?

Our partners implemented the solution.

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

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.

What other advice do I have?

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.

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.
PeerSpot user
Diana Silva - PeerSpot reviewer
Marketing Assistant at Izertis
Real User
Top 10
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.
PeerSpot user
Paul Olaleru - PeerSpot reviewer
Business Development Manager at Artech2000
Real User
Top 10
A user-friendly solution that needs to improve its capacity to allow for the incorporation of more data from customers
Pros and Cons
  • "The most valuable feature of Microsoft Dynamics CRM has to be its interface...Microsoft Dynamics CRM has a user-friendly platform."
  • "It lacks to provide a more detailed profile of the customer, which would have been better and more useful."

What is our primary use case?

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

What is most valuable?

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.

What needs improvement?

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.

For how long have I used the solution?

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

What do I think about the stability of the solution?

Microsoft Dynamics CRM is a stable product.

What do I think about the scalability of the solution?

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.

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

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.

How was the initial setup?

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.

What other advice do I have?

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.

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.
PeerSpot user
Cameo Mbowane - PeerSpot reviewer
Chief Executive Officer at Customersoft Innovation
Real User
Top 5Leaderboard
Integrates well, widely accessible, and useful installation documentation
Pros and Cons
  • "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."

What is our primary use case?

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

What is most valuable?

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

What needs improvement?

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.

For how long have I used the solution?

I have used Microsoft Dynamics CRM for approximately six months.

What do I think about the stability of the solution?

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

What do I think about the scalability of the solution?

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.  

How are customer service and support?

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

How was the initial setup?

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.

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

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.

What other advice do I have?

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.

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
PeerSpot user
Roymell Santos - PeerSpot reviewer
ICT Officer at Intelligent Skincareinc Inc.
Real User
Top 5Leaderboard
Provides financial module for sales in our organization
Pros and Cons
  • "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."

What is our primary use case?

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.

What is most valuable?

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

What needs improvement?

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

For how long have I used the solution?

I have been using this solution for 10 years.

What do I think about the stability of the solution?

It's stable.

What do I think about the scalability of the solution?

It's scalable.

How are customer service and support?

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

How was the initial setup?

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

What about the implementation team?

We used a third-party company for implementation.

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

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

What other advice do I have?

I would rate this solution 8 out of 10.

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.
PeerSpot user
Nikhil Kurup - PeerSpot reviewer
Asst. Manager Strategic Marketing, Microsoft Partnership at Nous Infosystems
MSP
Top 20
A scalable solution that accurately monitors and keeps track of things
Pros and Cons
  • "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."

What is our primary use case?

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

What is most valuable?

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

What needs improvement?

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

For how long have I used the solution?

I have been using Microsoft Dynamics CRM for six months.

What do I think about the stability of the solution?

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.

What do I think about the scalability of the solution?

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.

What was our ROI?

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.

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

Microsoft Dynamics CRM is an expensive solution.

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

What other advice do I have?

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.

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