I am involved in sales, service, and project management projects using Microsoft Dynamics CRM. I use it for customer interactions and recommend it to my clients.
The integration of all data within Microsoft Dynamics CRM, including customer and lead management, is very beneficial
Pros and Cons
- "The integration of all data within Microsoft Dynamics CRM, including customer and lead management, is very beneficial."
- "There is room for improvement in handling nonlinear sales processes and complex quoting."
What is our primary use case?
What is most valuable?
The integration of all data within Microsoft Dynamics CRM, including customer and lead management, is very beneficial. I find the sales system and operations, field service, and project service for the teams and managers to be significant for managing different customer interactions.
What needs improvement?
There is room for improvement in handling nonlinear sales processes and complex quoting. Also, improvements could be made in the customization needed for the order acceptance process and the sales afterward.
For how long have I used the solution?
Since the year two thousand ten, I have been using the solution primarily from the customer side.
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Microsoft Dynamics CRM
January 2025
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How are customer service and support?
There could be improvements in their technical support, particularly regarding Microsoft Dynamics CRM.
How would you rate customer service and support?
Neutral
How was the initial setup?
Setting up Microsoft Dynamics CRM is not always straightforward. It may require third-party extensions to effectively operate according to one's needs.
What about the implementation team?
Partners often say, 'It's not in the product, but we can build it for you.' However, the success ratio is not very high, so finding the right partner is crucial.
What was our ROI?
Microsoft Dynamics CRM has contributed positively to customer retention.
What's my experience with pricing, setup cost, and licensing?
The licensing model is considered affordable.
What other advice do I have?
It is crucial to find partners offering the right kind of third-party extensions. I occasionally have to remind others that nonlinear sales and complex processes occur between customer order acceptance and sales completion, often requiring numerous customizations.
I'd rate the solution eight out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Last updated: Nov 26, 2024
Flag as inappropriatevCIO at a computer software company with 11-50 employees
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.
Buyer's Guide
Microsoft Dynamics CRM
January 2025
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831,265 professionals have used our research since 2012.
Technical Consultant at LinkDev
Easy to set up and expand but has high pricing
Pros and Cons
- "The initial setup is very easy."
- "Technical support could be faster and more responsive."
What is our primary use case?
I use it as a backend. I use it in many applications like automation.
What is most valuable?
It's good. It works well. It integrates well with Microsoft tools.
The initial setup is very easy.
It is scalable.
The solution has been stable.
What needs improvement?
I'd like to improve some points within the workflow automation. I'd like to have better control over security.
Technical support could be faster and more responsive.
The pricing is quite high.
For how long have I used the solution?
I've been using the solution for five years.
What do I think about the stability of the solution?
The solution works well. the performance has been good, and it is stable. There are no bugs or glitches. It doesn't crash or freeze.
What do I think about the scalability of the solution?
We find the product to be scalable. We have 60 people using it right now. It this time, we have no plans to increase our usage.
How are customer service and support?
Technical support is okay. Sometimes they are responsive, and sometimes you need to wait for answers. I'd like it if they were more responsive and we got resolutions quicker.
Which solution did I use previously and why did I switch?
I did not previously use a different solution.
How was the initial setup?
The solution is very simple to set up and implement. It's not an overly complex implementation. It's fast to deploy as well. It only takes about three hours.
We have three people on staff that can handle deployment and maintenance. It's an administrator and a few staff for business applications.
What about the implementation team?
The setup was handled in-house. We did not use any consultants or integrators during the implementation process.
What's my experience with pricing, setup cost, and licensing?
I find the solution to be expensive.
What other advice do I have?
I'm using the latest version of the solution.
Overall, I would recommend the solution to others.
I would create it six 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.
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.
Operational Risk Analyst at a financial services firm with 5,001-10,000 employees
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.
Account Manager at Liquidity X
It's easy to use and has a lot of features
Pros and Cons
- "Dynamics is easy to use. There are several fields I can filter."
- "Dynamics could perform a little better, and it would be nice to save the filters I use frequently, so I don't need to do the same thing every day."
What is our primary use case?
We use Dynamics as a database of the customer accounts we call. About 50-60 people at this office are using it.
What is most valuable?
Dynamics is easy to use. There are several fields I can filter.
What needs improvement?
Dynamics could perform a little better, and it would be nice to save the filters I use frequently, so I don't need to do the same thing every day.
For how long have I used the solution?
We have been using Dynamics for about four or five years.
What do I think about the stability of the solution?
Overall, it's pretty stable, but we have issues every now and then. I rate Dynamics eight out of 10 for stability.
What other advice do I have?
I rate Microsoft Dynamics CRM eight out of 10. I would recommend it to others. It's easy to use, and it has a lot of features.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Portfolio Strategiest at a computer software company with 1,001-5,000 employees
CRM used to leverage our database for automated email campaigns.
Pros and Cons
- "This is a scalable solution."
- "The integration capability with other systems could be improved, particularly the Lead Generation system."
What is our primary use case?
We use Microsoft Dynamics for all of our general CRM functions. This includes Lead Generation activity and leveraging the database with integration for sending out automated emails.
What needs improvement?
The integration capability with other systems could be improved, particularly the Lead Generation system.
For how long have I used the solution?
We have used this solution for two years.
What do I think about the stability of the solution?
This is a scalable solution.
What do I think about the scalability of the solution?
We are a relatively small operations and we haven't run into any scalability concerns so far.
How was the initial setup?
The initial setup is reasonably straightforward.
What other advice do I have?
The only advice I would give is to figure out the data governance right up front in terms of how to set up the client database and the governance around it so you have a central view of all the client opportunities.
This solution is not as good as Salesforce but it has most of the functionalities we need. The key is to implement it in the right way.
I would rate this solution a seven out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Solutions Architect at a tech vendor with 501-1,000 employees
Stable, reliable, and robust
Pros and Cons
- "The stability is excellent."
- "The mobile side of the product doesn't look that great right now."
What is our primary use case?
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.
What is most valuable?
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.
What needs improvement?
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.
For how long have I used the solution?
I've been using the solution from a demo. I've used it in the last few months.
What do I think about the stability of the solution?
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.
What's my experience with pricing, setup cost, and licensing?
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.
What other advice do I have?
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.
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
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