We are using Microsoft Dynamics CRM as a help desk ticketing system.
IT Telehealth Specialist at Clinical & Support Options
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."
- "Microsoft Dynamics CRM was more reliable than Spiceworks, which is what caused us to switch."
- "The options for customizing Microsoft Dynamics CRM are very limited or highly complex."
- "The options for customizing Microsoft Dynamics CRM are very limited or highly complex."
What is our primary use case?
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.
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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: My company does not have a business relationship with this vendor other than being a customer.
Cyber Security Program Manager at a financial services firm with 10,001+ employees
Cost-effective and easy to deploy, but they support is slow to respond to queries
Pros and Cons
- "Microsoft is very good in this regard."
- "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."
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
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Microsoft Dynamics CRM
March 2026
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PTM at Computer Network Systems
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."
- "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."
- "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
Technology, Tools, & Solutions - Program Manager at a consultancy with 501-1,000 employees
Beneficial third-party application integration, reliable, but customization could improve
Pros and Cons
- "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."
- "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."
- "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."
- "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."
What is our primary use case?
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.
How has it helped my organization?
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.
What is most valuable?
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.
What needs improvement?
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.
For how long have I used the solution?
I have been using Microsoft Dynamics CRM for approximately three years. My company has been using the solution for approximately seven years.
What do I think about the stability of the solution?
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.
What do I think about the scalability of the solution?
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.
How are customer service and support?
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.
How was the initial setup?
The initial setup is somewhat complex.
What was our ROI?
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.
What's my experience with pricing, setup cost, and licensing?
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.
What other advice do I have?
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.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
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."
- "That is one of the advantages of using Microsoft applications because they have very good after-sales service and support."
- "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."
- "Microsoft Dynamics CRM could improve by being more user-friendly and having a better design."
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: My company does not have a business relationship with this vendor other than being a customer.
Solutions Architect at a tech vendor with 501-1,000 employees
Stable, reliable, and robust
Pros and Cons
- "The stability is excellent."
- "The solution is rock solid and very stable."
- "The mobile side of the product doesn't look that great right now."
- "The mobile side of the product doesn't look that great right now; it doesn't seem to render and the responsiveness across different devices, from light testing, just seemed kind of off."
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
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?
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.
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.
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: My company does not have a business relationship with this vendor other than being a customer.
Founder at Helpbi
Flexible with good pricing but not ideal for smaller companies
Pros and Cons
- "It's a good solution for enterprise-level companies."
- "It could be less complicated for smaller organizations."
What is our primary use case?
We implemented the CRM for clients. We had 80 or 85 agents on it.
What is most valuable?
The solution is offered at a good price. They offered a good cost reduction.
The flexibility is very good.
It's a good solution for enterprise-level companies.
What needs improvement?
We'd like to see more pre-built models for small companies. It could be less complicated for smaller organizations. You spend so much time configuring it that it doesn't make sense for smaller companies.
What do I think about the stability of the solution?
The stability is very good. There are no bugs or glitches, and it doesn't crash or freeze. It is reliable.
What do I think about the scalability of the solution?
The solution scales very well. It's excellent for enterprise-level companies. The more you have on it, the better it is.
How was the initial setup?
There can be a lot of initial configurations that need to be done in the beginning. It can be a bit complex in that regard.
What other advice do I have?
I'd rate the solution seven out of ten. It's been a good solution overall.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
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