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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.

Buyer's Guide
Microsoft Dynamics CRM
November 2024
Learn what your peers think about Microsoft Dynamics CRM. Get advice and tips from experienced pros sharing their opinions. Updated: November 2024.
816,406 professionals have used our research since 2012.

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
Janne Patovirta - PeerSpot reviewer
Sales Manager at Arrow Electronics
Real User
Top 20
Interface and overall dashboard could improve
Pros and Cons
  • "The solution is stable."
  • "The solution could have better dashboards and the Microsoft operating system could be more intuitive."

What is our primary use case?

The purpose of Microsoft Dynamics CRM is to keep track of opportunities. This is its only purpose, for customer relationship management.

What needs improvement?

The solution could have better dashboards and the Microsoft operating system could be more intuitive.

For how long have I used the solution?

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

What do I think about the stability of the solution?

The solution is stable.

How are customer service and support?

I have not used technical support.

What other advice do I have?

I would not recommend this solution to others, it is not a good tool.

I rate Microsoft Dynamics CRM a three out of ten.

Which deployment model are you using for this solution?

Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Buyer's Guide
Microsoft Dynamics CRM
November 2024
Learn what your peers think about Microsoft Dynamics CRM. Get advice and tips from experienced pros sharing their opinions. Updated: November 2024.
816,406 professionals have used our research since 2012.
reviewer2027961 - PeerSpot reviewer
vCIO at a computer software company with 11-50 employees
Real User
Top 20
Integrates quickly across multiple apps and is customizable
Pros and Cons
  • "Integration is the best feature of Microsoft Dynamics CRM. It integrates quickly across multiple apps and has a lot of APIs available that you can link to. It's very customizable, so we're able to tailor it to a client's needs."
  • "It would be a little bit easier if there were better ways to configure and modify native add-ins or plugins."

What is our primary use case?

We use Microsoft Dynamics CRM for accounting and case tracking. It is deployed on the cloud.

What is most valuable?

Integration is the best feature of Microsoft Dynamics CRM. It integrates quickly across multiple apps and has a lot of APIs available that you can link to.

It's very customizable, so we're able to tailor it to a client's needs.

What needs improvement?

It would be a little bit easier if there were better ways to configure and modify native add-ins or plugins.

For how long have I used the solution?

I've been using this solution for three years.

What do I think about the stability of the solution?

I would rate the solution's stability at eight out of ten.

What do I think about the scalability of the solution?

I would rate Microsoft Dynamics CRM's scalability at ten out of ten.

How are customer service and support?

I would rate technical support at seven on a scale from one to ten.

How would you rate customer service and support?

Neutral

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

On a scale from one to ten with one being expensive and ten being of great value, I would rate Microsoft Dynamics CRM at six on pricing.

What other advice do I have?

My best advice would be to make sure that you understand the client's requirements before customizing the solution. Microsoft Dynamics CRM is highly customizable, but that's also a challenge because you will need to configure something.

Overall, I would rate this solution at eight out of ten.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Gary Cook - PeerSpot reviewer
Executive at Empowered Analytics
Real User
Comprehensive functionality, Integrates well, but lacking artificial intelligence
Pros and Cons
  • "The most valuable features of Microsoft Dynamics CRM are its easy operations and functionality."
  • "Microsoft Dynamics CRM can improve by adding more artificial intelligence. Additionally, they should add more modules, such as account-based management, that are available on other platforms such as salesforce.com."

What is our primary use case?

Microsoft Dynamics CRM is mainly used for our customer account management. We use it as a source of our customer reporting. We use it to work with customers' voices so that we can send out our surveys, and ask the customers about their satisfaction levels.

How has it helped my organization?

We are very strong in our customer centricity and orientation. Microsoft Dynamics CRM is a big part of that.

What is most valuable?

The most valuable features of Microsoft Dynamics CRM are its easy operations and functionality. 

What needs improvement?

Microsoft Dynamics CRM can improve by adding more artificial intelligence. Additionally, they should add more modules, such as account-based management, that are available on other platforms such as salesforce.com.

It's a very good middle-of-the-road solution, but there are some functions that we would prefer.

In a feature release, it would be beneficial to have more inbound marketing and digital marketing. Additionally, features that allow us to manage campaigns better. A lot more artificial intelligence around understanding customer propensity to churn and purchase.

For how long have I used the solution?

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

What do I think about the stability of the solution?

Microsoft Dynamics CRM is highly stable.

What do I think about the scalability of the solution?

The scalability of Microsoft Dynamics CRM is very good.

We have eight people using this solution in my company, three from sales, two accounts, and three marketing and technical personnel. 

How are customer service and support?

We have not had any problem with the support.

I rate the support from Microsoft Dynamics CRM a five out of five.

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

We previously used SugarCRM, but then we decided to upgrade to Microsoft Dynamics CRM.

How was the initial setup?

The implementation of Microsoft Dynamics CRM was not complex. The full deployment of the solution took less than a week.

I rate the initial setup of Microsoft Dynamics CRM a four out of five.

What about the implementation team?

We used an implementation team from one of the Microsoft Dynamics CRM partners, and it went very smoothly.

The maintenance of Microsoft Dynamics CRM is very easy. We have a team that supports the solution. It's in the cloud and it updates itself with all the upgrades and updates.

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

For the price of Microsoft Dynamics CRM, you receive a lot of comprehensive functionality. Additionally, it integrates very well. We pay approximately $100 a month to use the solution and we do not have any additional costs.

Which other solutions did I evaluate?

We were evaluating salesforce.com and a couple of others but we chose Microsoft Dynamics CRM in the end. We wanted to standardize our Microsoft solutions. We are a business intelligence data company and we were already using Power BI and MySQL.

What other advice do I have?

The best advice I can give is whoever wants to implement the solution must understand its functionality and what scope they want from the solution. If they want a standard line of functionality then Microsoft Dynamics CRM will do it. If they want a particular marketing capability and various other features that go with it, such as algorithms and AI, et cetera, then they might want to look at another solution.

I rate Microsoft Dynamics CRM a seven out of ten.

My rating reflects the missing functionality, compared to some of the more heavyweight solutions. For example, saleforce.com and Optimove have a lot more functionality.

Which deployment model are you using for this solution?

Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
PTM at Computer Network Systems
Real User
It's a complete tool that helps the company measure and track sales, orders, current customers, and the sales pipeline
Pros and Cons
  • "Dynamics is a complete tool that helps the company measure and track sales, orders, current customers, and the sales pipeline."
  • "The approvals component of Dynamics is complex. It isn't very easy to generate approvals between different departments."

What is our primary use case?

We use Dynamics to discover sales opportunities and follow up on closed orders. Its dashboard gives you visibility into the sales pipeline so you can conduct analysis and identify opportunities.

What is most valuable?

Dynamics is a complete tool that helps the company measure and track sales, orders, current customers, and the sales pipeline. We depend on CRM to govern our internal sales process. We use Dynamics daily for everything in the entire sales process, from importing customer registrations to issuing the invoice at closing. 

What needs improvement?

The approvals component of Dynamics is complex. It isn't very easy to generate approvals between different departments. Microsoft should also add some more features to the dashboard to improve visibility.

For how long have I used the solution?

We've been using Microsoft Dynamics for almost seven years.

What do I think about the stability of the solution?

Dynamics performs perfectly. There are no bugs or connectivity issues. Everything runs smoothly.

What do I think about the scalability of the solution?

Microsoft Dynamics is scalable. We have almost 400,000 users.

How are customer service and support?

We've never contacted Microsoft support. We handle support internally.

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

We previously used Oracle Business, but I don't remember much about it. Microsoft Dynamics is easier to use. Oracle's ARP was complicated. I prefer to work with Microsoft Dynamics.

How was the initial setup?

Setting up Dynamics is straightforward, to my knowledge, but I wasn't involved. I'm just a user.

What other advice do I have?

I would rate Microsoft Dynamics eight out of 10. It's easy to use, flexible, and you can get your reports instantly.

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
Founding Member /Technical Director at BonPro Information Systems
Real User
Top 20
Versatile and customizable
Pros and Cons
  • "The solution is versatile and customizable."
  • "From my experience, the solution's tech support could improve with a quicker response time."

What is our primary use case?

The solution has a wide range of uses in addition to CRM. Currently, it is being used for finance project management, IT ticketing system, and capturing and monitoring strategic KPIs.

What is most valuable?

The solution is versatile and customizable.

What needs improvement?

The solution can be improved by reducing the customer service response time.

For how long have I used the solution?

I have been using the solution for over a year.

What do I think about the stability of the solution?

The solution is stable.

What do I think about the scalability of the solution?

The solution is scalable.

How are customer service and support?

From my experience, the solution's tech support could improve with a quicker response time.

How would you rate customer service and support?

Neutral

How was the initial setup?

If there is no customization the initial setup is straightforward, but it can become complicated depending on the level of customization required.

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

The cost varies on multiple factors including customization and the number of users.

What other advice do I have?

I give the solution 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?

Microsoft Azure
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
PeerSpot user
PeerSpot user
Operational Risk Analyst at a financial services firm with 5,001-10,000 employees
Real User
Secure, good support, but graphical interface could improve
Pros and Cons
  • "I have used many Microsoft solutions and I am comfortable using the solution. Additionally, it is secure."
  • "Microsoft Dynamics CRM could improve by being more user-friendly and having a better design. I have used Service Desk and it is not user-friendly but this solution is worse. The graphical interface is not intuitive, you need someone to guide you or you will have difficulties navigating around to find the file you need. The data we are normally dealing with is boring enough and the interface could be more attractive and more exciting. The tabs and arrangement could be done better to be more user-friendly. Microsoft Excel, PowerPoint, and Word are fine and Microsoft should extend their user-friendliness and intuitiveness to Microsoft Dynamics."

What is our primary use case?

We use Microsoft Dynamics CRM for our complaints system, data management, and reports for all information that is related to external customer data. I spool the data from Microsoft Dynamics CRM and then I use Microsoft Excel to process, analyze, and get insight into the data. Microsoft Dynamics CRM has an analytics aspect, but we have not been using it because the data that has been fed in is not clean enough. The analytics aspect of Microsoft Dynamics CRM does not give us the results that we want. Most of the time I have to spool the data myself, clean it, by using Microsoft Excel, and then I have to process it before I can generate reports.

For internal workflow processes, we use ProcessMaker.

What is most valuable?

I have used many Microsoft solutions and I am comfortable using the solution. Additionally, it is secure. 

What needs improvement?

Microsoft Dynamics CRM could improve by being more user-friendly and having a better design. I have used Service Desk and it is not user-friendly but this solution is worse. The graphical interface is not intuitive, you need someone to guide you or you will have difficulties navigating around to find the file you need. The data we are normally dealing with is boring enough and the interface could be more attractive and more exciting. The tabs and arrangement could be done better to be more user-friendly. Microsoft Excel, PowerPoint, and Word are fine and Microsoft should extend their user-friendliness and intuitiveness to Microsoft Dynamics.

For how long have I used the solution?

I have been using Dynamics CRM for approximately two years.

What do I think about the stability of the solution?

Microsoft Dynamics CRM is stable. I have not experienced major downtime. When I did experience downtime, it was not due to the Microsoft application itself. Most of the time it is because of network downtime. A network downtime impacts everything.

What do I think about the scalability of the solution?

Microsoft Dynamics CRM is scalable. For my use case, it is complaints management, but we have other departments in the bank that use it for other purposes. I know that complaints management is not the only use case, there are a couple of other use cases for it.

How are customer service and support?

We scheduled a meeting with our Microsoft IT partner and we received help within four days. I felt the support was good.

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

I have previously used Service Desk.

How was the initial setup?

The information I have on the implementation is limited. However, the process was fast. It did not take too long to set up Microsoft Dynamics. That is one of the advantages of using Microsoft applications because they have very good after-sales service and support. Setting it up was not difficult. It integrates well with the other application we use, such as Outlook, Microsoft Word, and PowerPoint.

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

I am not the person who pays for Microsoft Dynamics CRM but it is expensive. I have been using Microsoft Azure, which Microsoft Dynamics CRM is built on, and I know we prepaid for the services. For me as a consumer, I do not think I can afford it, mainly because I am only learning how to use the AI and the rate which they charge is high. In general, Microsoft solutions are expensive and this is most likely due to the brand, this is something you expect. However, the price might be high but you receive a highly secure solution.

What other advice do I have?

I recommend Microsoft Dynamics CRM to everyone. There are some improvements that can be made but overall it is functional.

I rate Microsoft Dynamics CRM a seven out of ten.

Which deployment model are you using for this solution?

Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
it_user5817 - PeerSpot reviewer
Director of Architecture/Design at a individual & family service with 10,001+ employees
Real User
Easy and fast to implement. Very flexible. But complicated to manage when using with Outlook and SharePoint.

Valuable Features:

Easy and fast to implement. Very flexible to be able to meet our business needs. Low cost licensing.

Room for Improvement:

Mobile requires a 3rd party. More complicated to manage when using with Outlook and SharePoint.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
it_user1068 - PeerSpot reviewer
it_user1068Tech Support Staff at a tech company with 51-200 employees
Vendor

I do agree with this author. In fact, according to my experience and point of view, Microsoft Dynamics is the best CRM (Customer Relationship Management) tool in the market. However, just like any other program, a user must be armed with the right knowledge and skills to use it to the maximum.

Buyer's Guide
Download our free Microsoft Dynamics CRM Report and get advice and tips from experienced pros sharing their opinions.
Updated: November 2024
Buyer's Guide
Download our free Microsoft Dynamics CRM Report and get advice and tips from experienced pros sharing their opinions.