Microsoft Dynamics CRM Reviews

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.

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.

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.

Microsoft Dynamics CRM is a stable product.

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.

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.

Licensing fees are paid on a monthly basis.

We are a Microsoft partner.

I would rate 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.

We use Microsoft Dynamics CRM for our day-to-day operations in our organization.

Microsoft Dynamics CRM has improved our organization by being allowing us to be more organized.

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.

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

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. 

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.

I have not used technical support.

We previously QuickBooks and Microsoft Office suite. 

The initial installation is complex. It was a while before we had the solution up and running.

We used a consultant to do the implementation of the solution.

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.

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.

It is used for customer relationships. It is performing well.

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.

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.

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.

It is quite stable.

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.

We have local support. They are good partners with Microsoft. They have been providing adequate technical support. Our interactions with them have been fantastic.

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.

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.

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.

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

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.

I've been using this solution for three years.

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

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

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

Neutral

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.

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.