Microsoft Dynamics CRM Reviews

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.

The integration capability with other systems could be improved, particularly the Lead Generation system.

We have used this solution for two years. 

This is a scalable solution. 

We are a relatively small operations and we haven't run into any scalability concerns so far.

The initial setup is reasonably straightforward. 

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. 

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

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

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

The solution is stable.

I have not used technical support.

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

I rate Microsoft Dynamics CRM a three out of ten.

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.

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. 

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.

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

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

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

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

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.

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

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

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.

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.

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.

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.

I have been using Microsoft Dynamics CRM for approximately three years. My company has been using the solution for approximately seven years.

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.

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.

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.

The initial setup is somewhat complex.

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.

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.

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.

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.

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.

I have been using Dynamics CRM for approximately two years.

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.

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.

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

I have previously used Service Desk.

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.

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.

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.

We use Microsoft Dynamics CRM with our chain management and internal project team to identify the areas to improve our workflow.

The most valuable feature of Microsoft Dynamics CRM is that it is a low-code platform and we can perform business process management.

Microsoft Dynamics CRM can improve the integration with the other system. If they have more flexibility to connect with another system it will be more effective.

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

I rate the stability of Microsoft Dynamics CRM a nine out of ten.

We have approximately 200 users using the solution.

I rate the scalability of Microsoft Dynamics CRM an eight out of ten.

The support has been responsive and helpful.

I rate the support of Microsoft Dynamics CRM a ten out of ten.

Positive

I have previously used Oracle CRM. Microsoft Dynamics CRM operates more smoothly than Oracle does because we are using Microsoft SaaS.

The initial setup of Microsoft Dynamics CRM is not complex.

The solution is expensive.

I rate the price of Microsoft Dynamics CRM a four out of ten.

We have approximately three people for the maintenance of the solution.

I rate We are using Microsoft Dynamics CRM an eight out of ten.

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.

The solution is versatile and customizable.

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

I have been using the solution for over a year.

The solution is stable.

The solution is scalable.

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

Neutral

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

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

I give the solution a seven out of ten.

We are using Microsoft Dynamics CRM mostly for team collaboration and customer information.

The most valuable feature in Microsoft Dynamics CRM is funneling.

Microsoft Dynamics CRM can improve by having integration with Slack. Additionally, the solution is incomplete, and we must use other solutions to fulfill our needs.

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

Microsoft Dynamics CRM is stable.

We have been able to extend the limits of Microsoft Dynamics CRM in the two years we have been using it.

We have approximately 500 users using this solution. Everyone at the company is using it. As our company grows we will increase the usage of the solution.

I have used many other solutions, such as Jira.

The initial setup of Microsoft Dynamics CRM is straightforward.

The deployment of the solution was done in-house.

We have deployed the cloud-based version and it is a subscription and the price is based on the number of users using it.

We have approximately 10 IT support staff for this solution. The IT staff includes engineers and managers.

I would recommend this solution to others.

I rate Microsoft Dynamics CRM a ten out of ten.