We use Microsoft Dynamics CRM for accounting and case tracking. It is deployed on the cloud.
vCIO 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?
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.
Buyer's Guide
Microsoft Dynamics CRM
February 2025
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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.
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Payment Specialist at a wholesaler/distributor with 51-200 employees
It's a user-friendly solution that helps us call our clients and verify their information
Pros and Cons
- "Microsoft Dynamics is user-friendly and intuitive. It's easy to understand how it works."
- "Microsoft Dynamics could have better note-taking capabilities. It should have more preset options where you enter notes by clicking a box instead of writing them out."
What is our primary use case?
We use Microsoft Dynamics to call the client and verify their information.
What is most valuable?
Microsoft Dynamics is user-friendly and intuitive. It's easy to understand how it works.
What needs improvement?
Microsoft Dynamics could have better note-taking capabilities. It should have more preset options where you enter notes by clicking a box instead of writing them out.
For how long have I used the solution?
I've been using Dynamics for two years.
What do I think about the stability of the solution?
Dynamics CRM is highly stable.
What do I think about the scalability of the solution?
The scalability is great. We have approximately 100 people using Dynamics at my company.
Which solution did I use previously and why did I switch?
I'm not sure why we switched to Dynamics, but it's one of the most popular CRM programs that many companies use.
What other advice do I have?
I rate Microsoft Dynamics CRM eight out of 10. I'd say go for it. It's user-friendly, and I believe it's reasonably priced.
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.
Buyer's Guide
Microsoft Dynamics CRM
February 2025
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Learn what your peers think about Microsoft Dynamics CRM. Get advice and tips from experienced pros sharing their opinions. Updated: February 2025.
837,501 professionals have used our research since 2012.
Technology Services Lead at MASA
A stable CRM solution that meets our requirements from a functionality point of view, but it could be more secure
Pros and Cons
- "I like that Microsoft Dynamics CRM works, and it's been okay. I like that it is a stable solution. My main reason for using it is that it is stable and meets our requirements from a functionality point of view."
- "It would be better if it were more secure."
What is our primary use case?
I have been using Microsoft Dynamics CRM to monitor the pipeline, keep up with leads, and manage the sales pipeline. I use it to make sure that we have logged our leads and followed up on them.
What is most valuable?
I like that Microsoft Dynamics CRM works, and it's been okay. I like that it is a stable solution. My main reason for using it is that it is stable and meets our requirements from a functionality point of view.
What needs improvement?
It would be better if it were more secure.
For how long have I used the solution?
I have been using Microsoft Dynamics CRM for about ten years.
What do I think about the stability of the solution?
Microsoft Dynamics CRM is a stable solution. It is not like I compared it with something else, and I found it to be better or worse. I have just used it for my project, and it works. My main reason for using it is that it is stable and meets our requirements from a functionality point of view.
What do I think about the scalability of the solution?
It is not so much about it being scalable or user-friendly. It is just a tool that works for us. We have about eight users currently using this solution, and we plan to increase the number of users.
How was the initial setup?
The initial setup was straightforward. We have a service provider that maintains this solution for us.
What's my experience with pricing, setup cost, and licensing?
My organization pays for the license, and I do not know how much it costs.
What other advice do I have?
I would recommend this solution to potential users. I do not have anything great to say about it, and neither do I have anything bad to say about it. It is a tool that is available, and I use it.
On a scale from one to ten, I would give Microsoft Dynamics CRM a seven.
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.
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: I am a real user, and this review is based on my own experience and opinions.
CEO at Top-IT Solutions Ltd
Flexible, simple installation, but expensive
Pros and Cons
- "The most valuable feature of Microsoft Dynamics CRM is the flexibility with Microsoft Office 365."
- "The overall price of Microsoft Dynamics CRM could improve."
What is our primary use case?
Microsoft Dynamics CRM is used for planning.
What is most valuable?
The most valuable feature of Microsoft Dynamics CRM is the flexibility with Microsoft Office 365.
What needs improvement?
The overall price of Microsoft Dynamics CRM could improve.
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 a stable solution.
What do I think about the scalability of the solution?
I have found Microsoft Dynamics CRM to be scalable.
We have more than 10 people in our organization using this solution.
How was the initial setup?
The initial installation of Microsoft Dynamics CRM is not difficult.
What about the implementation team?
We did the implementation of Microsoft Dynamics CRM.
What's my experience with pricing, setup cost, and licensing?
The annual license for Microsoft Dynamics CRM could be reduced, it is expensive.
What other advice do I have?
I would recommend this solution to others.
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.
Practice Head- Epicor at coporateserve Solutions pvt. ltd.
Performs well, scalable, but priced high
Pros and Cons
- "The most valuable feature of Microsoft Dynamics CRM is its performance."
- "The price of Microsoft Dynamics CRM could improve."
What is our primary use case?
I have not used the solution, but it can be used for customer relationship management.
What is most valuable?
The most valuable feature of Microsoft Dynamics CRM is its performance.
What needs improvement?
The price of Microsoft Dynamics CRM could improve.
For how long have I used the solution?
I have been using Microsoft Dynamics CRM for approximately 10 years.
What do I think about the stability of the solution?
The stability of Microsoft Dynamics CRM is good.
What do I think about the scalability of the solution?
Microsoft Dynamics CRM is scalable. I have not used the solution, but my clients tell me it is scalable.
What's my experience with pricing, setup cost, and licensing?
Microsoft Dynamics CRM's price is too high.
What other advice do I have?
I would recommend this solution to others.
I rate Microsoft Dynamics CRM a seven out of ten.
Disclosure: My company has a business relationship with this vendor other than being a customer:
Knowledge and associate at a consultancy with 1,001-5,000 employees
Beneficial functionality, good user interface, and easy to use
Pros and Cons
- "Microsoft Dynamics CRM is easy to use, the UI is very good, and it has many capabilities."
- "The solution could improve by having better integration documentation."
What is our primary use case?
Microsoft Dynamics CRM can do a lot of things related to management within a company. For example, it can manage transactions or bookkeeping.
What is most valuable?
Microsoft Dynamics CRM is easy to use, the UI is very good, and it has many capabilities.
What needs improvement?
The solution could improve by having better integration documentation.
For how long have I used the solution?
I have been using Microsoft Dynamics CRM since it was released which has been many years.
What do I think about the scalability of the solution?
We have approximately 100 customers using this solution.
How was the initial setup?
The installation is straightforward.
What about the implementation team?
We have a team of 10 engineers and administrators that do the implementation and maintenance of the solution.
What's my experience with pricing, setup cost, and licensing?
There is a license required to use Microsoft Dynamics CRM.
What other advice do I have?
I would recommend this solution.
I rate Microsoft Dynamics CRM an eight out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
RPA Practice Head at a tech services company with 501-1,000 employees
A straightforward setup, good pricing, and great technical support
Pros and Cons
- "The initial setup is pretty straightforward."
- "If there was a bit more automation, specifically for marketing tasks, that would be ideal."
What is our primary use case?
We primarily use the CRM for our leads and opportunities, and our client data.
How has it helped my organization?
Slowly, other departments are adopting a lot of the features we've been working with. Right now, it's only in sales and marketing, however, as the other departments adopt it, there will be a lot of streamlining.
What is most valuable?
The management and ability to process leads are the solution's most useful features. It makes it easy to maintain accounts and keep them up to date and relevant.
The interface is very good. It makes the product easy to use.
The price is pretty decent.
The initial setup is pretty straightforward.
The sales cycle is pretty great. Everything is at the tip of my fingers.
I have good visibility due to the excellent reporting.
The dashboard is great. From there I can click anywhere and see anything.
What needs improvement?
I've had a relatively good experience using the resolution. I'm not sure if there are any negative aspects of it.
If there was a bit more automation, specifically for marketing tasks, that would be ideal.
For how long have I used the solution?
We only just recently adopted the solution. We started using it about six months ago. It hasn't been a year yet.
What do I think about the stability of the solution?
The solution is Flash. I haven't seen any bugs or glitches on it. It's been pretty reliable. We don't have complaints in regards to stability.
What do I think about the scalability of the solution?
It's scalable. We've been able to ensure it grows with the company. It's been pretty easy to expand it as we need.
We have about 20-25 users on the product currently. They are all in sales and marketing. We'll be rolling it out to the greater company in the coming months.
How are customer service and technical support?
The technical support has been very good. We're quite satisfied. I would rate them ten out of ten. They are knowledgable and responsive when it comes to dealing with queries.
Which solution did I use previously and why did I switch?
I did previously use a different solution. This product is much better as it allows me to better process my leads and handle my sales cycle effectively. Everything I need is right there, accessible from the dashboard.
How was the initial setup?
The initial setup isn't too complex. We've found it to be rather straightforward. It's easy.
What's my experience with pricing, setup cost, and licensing?
The pricing is okay. It's not overly expensive.
What other advice do I have?
We're partners with Microsoft. We have a business relationship with them.
I'd like to let other companies know that this is a pretty cost-effective CRM and well worth considering.
Overall, I'd rate it nine out of ten. It does everything I need it to do and I can access anything from the dashboard. It's quite an effective CRM. Had they offered more automation, I would have given them perfect marks.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
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Updated: February 2025
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