We use Microsoft Dynamics to call the client and verify their information.
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?
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.
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Microsoft Dynamics CRM
December 2024
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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.
Solution Consultant at a tech services company with 11-50 employees
Stable enough and has a good pipeline management feature
Pros and Cons
- "My access to Microsoft Dynamics CRM is limited, so I can only access the feature of registering the pipeline and activities. That feature is enough for me to do the job, and is what I find most valuable in the solution."
- "Microsoft Dynamics CRM is operational enough, in terms of frequency, but an area for improvement would be its dashboard. Currently, it's widget-like, so hopefully, it could be improved, particularly to allow you to create a custom dashboard using a query. A custom dashboard would make the solution better and is an additional feature I'd like to see in the next release of Microsoft Dynamics CRM because right now, it only has a default dashboard, but maybe my account has limited access, so I can only see the default version of the dashboard."
What is our primary use case?
We use Microsoft Dynamics CRM to record the pipeline and activities.
What is most valuable?
My access to Microsoft Dynamics CRM is limited, so I can only access the feature of registering the pipeline and activities. That feature is enough for me to do the job, and is what I find most valuable in the solution.
What needs improvement?
Microsoft Dynamics CRM is operational enough, in terms of frequency, but an area for improvement would be its dashboard. Currently, it's widget-like, so hopefully, it could be improved, particularly to allow you to create a custom dashboard using a query. A custom dashboard would make the solution better and is an additional feature I'd like to see in the next release of Microsoft Dynamics CRM because right now, it only has a default dashboard, but maybe my account has limited access, so I can only see the default version of the dashboard.
For how long have I used the solution?
I've been using Microsoft Dynamics CRM since I joined the company. I've been using it for around two years now.
What do I think about the stability of the solution?
Microsoft Dynamics CRM is a stable solution. The stability of the solution is enough for me, and I haven't seen the server being down. So far, Microsoft Dynamics CRM is okay in terms of stability.
How are customer service and support?
My company has a dedicated IT team, specifically an internal MIT team that takes care of issues with Microsoft, so the MIT team is responsible for contacting the Microsoft Dynamics CRM support team.
Which solution did I use previously and why did I switch?
Before I joined my current company, I used Salesforce CRM.
What's my experience with pricing, setup cost, and licensing?
I'm not aware of the pricing for Microsoft Dynamics CRM.
What other advice do I have?
I'm not an implementer. My role here in the company is presales.
Over a hundred people use Microsoft Dynamics CRM in the company, and it's a solution that's used every day. Users are product managers and people from the channel and delivery teams. I have no information if the company plans to increase usage of the solution.
My advice to people looking into using Microsoft Dynamics CRM is that it's a good solution because if you're in a Microsoft environment, the solution has compatibility with different Microsoft products and features such as Office, Outlook, etc.
My rating for Microsoft Dynamics CRM is eight out of ten.
My company is a customer or user of the solution.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
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Microsoft Dynamics CRM
December 2024
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Sr. Enterprise Account Executive at a tech services company with 51-200 employees
Integrates well, stable, but could be easier to use
Pros and Cons
- "Microsoft Dynamics CRM has good integration with the Microsoft Stack of solutions. However, the Salesforce ecosystem is stronger."
- "There are more people using Salesforce. Therefore, there are more partners, and applications for it, and is easier to use."
What is our primary use case?
I was using Microsoft Dynamics CRM for customer relations and sales.
What is most valuable?
Microsoft Dynamics CRM has good integration with the Microsoft Stack of solutions. However, the Salesforce ecosystem is stronger.
What needs improvement?
There are more people using Salesforce. Therefore, there are more partners, and applications for it, and is easier to use.
For how long have I used the solution?
I have been using Microsoft Dynamics CRM for approximately five years.
What do I think about the stability of the solution?
Microsoft Dynamics CRM is a stable solution. We never had any problems, it was always running well.
What do I think about the scalability of the solution?
The scalability of Microsoft Dynamics CRM is good.
How are customer service and support?
The support from Microsoft would improve. Most of the time of the day is terrible. We use a third-party vendor to handle issues we have.
Which solution did I use previously and why did I switch?
I have previously used Salesforce. Microsoft Dynamics CRM is a little bit different than Salesforce, but they're competing well. Microsoft Dynamics CRM was not a bad solution.
How was the initial setup?
Microsoft Dynamics CRM's initial setup was simple.
What other advice do I have?
I rate Microsoft Dynamics CRM a seven out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Account manager at a engineering company with 11-50 employees
Customizable, scalable, and reliable
Pros and Cons
- "One of the most useful features is we can configure Microsoft Dynamics CRM in the way that we need. This is configurable."
- "The installation was difficult. I'm not the person that implements the solution. However, to have the solution function in the correct way, the process can be difficult."
What is most valuable?
One of the most useful features is we can configure Microsoft Dynamics CRM in the way that we need. This is configurable.
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?
The solution is stable.
What do I think about the scalability of the solution?
I have found Microsoft Dynamics CRM easy to scale.
How was the initial setup?
The installation was difficult. I'm not the person that implements the solution. However, to have the solution function in the correct way, the process can be difficult.
What other advice do I have?
I think that Microsoft Dynamics CRM is a great solution, but they need to have a global vision about the use and the future. For example, how is this information are going to be exposed or shown in a Power BI? I have seen companies that use this solution, but they don't think in the right way. They don't think the solution is really beneficial. They need to organize the data in the right way for that information in the future could be used better. My recommendation is for others to make the right plan for the present and the future.
I rate Microsoft Dynamics CRM a nine out of ten.
Disclosure: My company has a business relationship with this vendor other than being a customer:
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
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.
Marketing Manager at Idealsoft
Easy to use and performs well but integration could be improved
Pros and Cons
- "The most valuable feature is that it's easy to use and can work with any Microsoft solution without problems."
- "Better integration would be an improvement."
What is our primary use case?
My main use of this solution is to collect information from our other Microsoft solutions.
What is most valuable?
The most valuable feature is that it's easy to use and can work with any Microsoft solution without problems.
What needs improvement?
Better integration would be an improvement.
For how long have I used the solution?
I've been working with this solution for about ten years.
What do I think about the stability of the solution?
Dynamics CRM gives good performance.
What's my experience with pricing, setup cost, and licensing?
We have a yearly subscription for this solution.
What other advice do I have?
It's no problem to install additional software and other software models for Microsoft. I would recommend Dynamics CRM to anybody who wants to use it, and I'd rate it as seven 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
Software Procurement at Bytes & Pieces
Reasonably priced and user-friendly solution
Pros and Cons
- "The most valuable feature is that because this solution uses the cloud, you only have to install it and allocate it to a user, making it quite easy to use."
- "Sometimes Microsoft's support can be difficult to contact, and it can take a while to get a response to a ticket."
What is most valuable?
The most valuable feature is that because this solution uses the cloud, you only have to install it and allocate it to a user, making it quite easy to use.
For how long have I used the solution?
I've been using this solution for about two years.
What do I think about the stability of the solution?
This solution is stable.
What do I think about the scalability of the solution?
Dynamics CRM is scalable.
How are customer service and support?
Sometimes Microsoft's support can be difficult to contact, and it can take a while to get a response to a ticket.
How was the initial setup?
The initial setup was easy and took no more than a day.
What's my experience with pricing, setup cost, and licensing?
Dynamics CRM's pricing is fair.
What other advice do I have?
I would recommend this solution to others thinking of implementing it, and I give it a nine 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:
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