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.
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."
- "The approvals component of Dynamics is complex. It isn't very easy to generate approvals between different departments."
What is our primary use case?
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.
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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
Assistant Director at a tech services company with 501-1,000 employees
Effective low code platform, responsive support, and high availability
Pros and Cons
- "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."
What is our primary use case?
We use Microsoft Dynamics CRM with our chain management and internal project team to identify the areas to improve our workflow.
What is most valuable?
The most valuable feature of Microsoft Dynamics CRM is that it is a low-code platform and we can perform business process management.
What needs improvement?
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.
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?
I rate the stability of Microsoft Dynamics CRM a nine out of ten.
What do I think about the scalability of the solution?
We have approximately 200 users using the solution.
I rate the scalability of Microsoft Dynamics CRM an eight out of ten.
How are customer service and support?
The support has been responsive and helpful.
I rate the support of Microsoft Dynamics CRM a ten out of ten.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
I have previously used Oracle CRM. Microsoft Dynamics CRM operates more smoothly than Oracle does because we are using Microsoft SaaS.
How was the initial setup?
The initial setup of Microsoft Dynamics CRM is not complex.
What's my experience with pricing, setup cost, and licensing?
The solution is expensive.
I rate the price of Microsoft Dynamics CRM a four out of ten.
What other advice do I have?
We have approximately three people for the maintenance of the solution.
I rate We are using Microsoft Dynamics CRM an eight 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.
Buyer's Guide
Microsoft Dynamics CRM
January 2025
Learn what your peers think about Microsoft Dynamics CRM. Get advice and tips from experienced pros sharing their opinions. Updated: January 2025.
831,265 professionals have used our research since 2012.
Communication and Security Director at Nunsys S.L.
Good for sales and customer control and helps our organizations manage ticketing
Pros and Cons
- "The solution is scalable."
- "The performance could be improved."
What is our primary use case?
Our primary use case for the solution is sales control and customer control. Additionally, we are using it as a service desk to manage customer ticketing, and we have different cases.
What needs improvement?
The performance could be improved.
For how long have I used the solution?
We have been using the solution for fifteen years.
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. Approximately 150 people are using the solution in our organization.
How was the initial setup?
The initial setup is straightforward.
What's my experience with pricing, setup cost, and licensing?
I do not have information on licensing costs.
What other advice do I have?
I rate the solution an eight out of ten. The solution is good, but the performance can be improved.
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
Snr Sales Account Manager at a tech services company with 201-500 employees
Effective management, reliable, and easy to use
Pros and Cons
- "I like the fact that I can keep track of everything I do in relation to my own job."
- "It is difficult to qualify opportunity in Microsoft Dynamics CRM."
What is most valuable?
I like the fact that I can keep track of everything I do in relation to my own job.
I can associate what meeting with the documentation of the opportunity with which I am working.
We can interact with a large number of people and upload documentation of these opportunities. It is interesting.
What needs improvement?
It is difficult to qualify opportunity in Microsoft Dynamics CRM. If any salesperson uses information, their bosses, cannot measure it. This is something that could be an improvement.
Perhaps in the next release, there will be an opportunity to better qualify the opportunities. Introducing a company-defined process so we can measure better before investing resources in working on this opportunity.
Also, more documentation about why you lose, because there is a cost of opportunity that we are not aware of.
For how long have I used the solution?
I have been using Microsoft Dynamics CRM for two and a half years.
It's Dynamics 365, but it's self-service. I'm not sure which version it is.
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 scalable. The scalability of Microsoft Dynamics CRM is good.
This solution is used by approximately 25 people in my company. There are three managers and the rest are salespeople.
We don't have plans to increase the usage at this time.
How are customer service and support?
As partners with Microsoft, we have people within the company who are familiar with this platform. We have in-house support, so we don't have any issues with it.
What's my experience with pricing, setup cost, and licensing?
Licensing fees are paid on a monthly basis.
What other advice do I have?
We are a Microsoft partner.
I would rate Microsoft Dynamics CRM an eight 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.
Founding Member /Technical Director at BonPro Information Systems
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
Product manager at Indusface
Reliable, scalable, and straightforward deployment
Pros and Cons
- "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."
What is our primary use case?
We are using Microsoft Dynamics CRM mostly for team collaboration and customer information.
What is most valuable?
The most valuable feature in Microsoft Dynamics CRM is funneling.
What needs improvement?
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.
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?
Microsoft Dynamics CRM is stable.
What do I think about the scalability of the solution?
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.
Which solution did I use previously and why did I switch?
I have used many other solutions, such as Jira.
How was the initial setup?
The initial setup of Microsoft Dynamics CRM is straightforward.
What about the implementation team?
The deployment of the solution was done in-house.
What's my experience with pricing, setup cost, and licensing?
We have deployed the cloud-based version and it is a subscription and the price is based on the number of users using it.
What other advice do I have?
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.
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.
Office Administrator at a transportation company with 11-50 employees
Reliable, easy to use, but more built-in reports needed
Pros and Cons
- "The most valuable feature of Microsoft Dynamics CRM is its ease of use."
- "Microsoft Dynamics CRM could improve the built-in reports. The ones that are included are pretty generic unless you subscribe to Microsoft BI, which is an extra fee. They should offer the reports without having to purchase a separate subscription for Microsoft BI. However, the reports in Microsoft BI are fantastic."
What is our primary use case?
We use Microsoft Dynamics CRM for our day-to-day operations in our organization.
How has it helped my organization?
Microsoft Dynamics CRM has improved our organization by being allowing us to be more organized.
What is most valuable?
The most valuable feature of Microsoft Dynamics CRM is its ease of use.
What needs improvement?
Microsoft Dynamics CRM could improve the built-in reports. The ones that are included are pretty generic unless you subscribe to Microsoft BI, which is an extra fee. They should offer the reports without having to purchase a separate subscription for Microsoft BI. However, the reports in Microsoft BI are fantastic.
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 a fairly reliable solution. There's been the odd issue here and there, where for some reason it just doesn't want to load, but our IT department managed to fix it.
What do I think about the scalability of the solution?
I don't think we've used Microsoft Dynamics CRM long enough to know how well it will work as the company scales in size.
We have approximately five people using the solution in my organization.
How are customer service and support?
I have not used technical support.
Which solution did I use previously and why did I switch?
We previously QuickBooks and Microsoft Office suite.
How was the initial setup?
The initial installation is complex. It was a while before we had the solution up and running.
What about the implementation team?
We used a consultant to do the implementation of the solution.
What other advice do I have?
I would advise others Microsoft Dynamics CRM is not a quick solution. It takes a long time and you have to make sure a lot of your technology is up-to-date, such as recent servers that are capable of running it with enough memory. They need to prepare themselves that it isn't a quick process to get working.
I rate Microsoft Dynamics CRM a seven out of ten.
My rating is based on the technical issues we had getting the solution up and running and the lackluster features, such as reporting. However, everything else is good.
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.
Project Manager at a financial services firm with 201-500 employees
We are able to effectively follow up on requests, ensuring all customer issues are resolved in a timely manner
Pros and Cons
- "We are able to effectively follow up on requests, ensuring all customer issues are resolved in a timely manner. This solution provides a platform where there is visibility of all customer interactions, with efficient follow-up."
What is our primary use case?
It is used for customer relationships. It is performing well.
How has it helped my organization?
The customer is the bedrock of every organization, and it is important the customers are always happy. Because all issues relating to customers are visible in the system, they are ultimately happy. When they are happier, they become our company's advocates. The solution is about ensuring an improved customer experience.
What is most valuable?
Since we started using this platform, we have been able to ensure all communications trials with our customers are documented. We are able to effectively follow up on requests, ensuring all customer issues are resolved in a timely manner. This solution provides a platform where there is visibility of all customer interactions, with efficient follow-up.
What needs improvement?
There is a feature called Social Listening. It enables the system to sniff out social interactions between our customers. With it, we are able to make informed decisions about the types of products and services to provide to customers.
The social listening feature is not embedded in the current version. We have to buy a separate license in order for it to be implemented. This feature should be embedded in the next release.
For how long have I used the solution?
Less than one year.
What do I think about the stability of the solution?
It is quite stable.
What do I think about the scalability of the solution?
It is very scalable once you understand the process. Though, there are limited applications that can be integrated with it.
We have been able to accommodate some of our legacy applications into the CRM software, which were not defaults in the functionality of the software by extending the software's functionality.
How are customer service and technical support?
We have local support. They are good partners with Microsoft. They have been providing adequate technical support. Our interactions with them have been fantastic.
Which solution did I use previously and why did I switch?
We had an existing solution, but it was locally implemented and did not have all the report features of a full-blown CRM software. We were not able to adequately track all interactions with our customers from all of the different channels. Therefore, we started searching for a new solution.
We chose Microsoft Dynamics CRM, because of the vendors, it was able to demonstrate its solution would fulfill our requirements. Also, integrations are easier with Microsoft Dynamics CRM. Ultimately, the vendor was able to demonstrate proficiency in being able to ensure that the solution would adequately meet our requirements.
How was the initial setup?
I was involved in the initial setup. It was pretty straightforward. We needed to provide the environment and basic server requirements. First, we set up the servers, next we test the environment, then we did the development.
What other advice do I have?
I rate it as an eight out of 10. It has been able to incorporate most of our processes. However, there is room for improvement.
I would tell a colleague searching for this type of solution that it is important to ensure that whatever solution you are trying to find, it is able to adequately fulfill at least most of your requirements. Microsoft Dynamics CRM is a software which is very scalable and technical. It should fit into the processes of most companies. It is a good choice.
One of the most important criteria is that we have referrals. We want to know if the vendor has previously implemented for a company similar to ours, e.g., in the same industry, because processes are industry specific. If this is the case, we want to get feedback from these referrals to know how long the implementation took, if they implemented it within their scope and in adequate time, and if they are gaining the expected value from the solution. We also want to know if the vendor has technical support.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
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