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Solution Consultant at a tech services company with 11-50 employees
Real User
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.

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.

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.
PeerSpot user
it_user11019 - PeerSpot reviewer
Owner at a tech consulting company with 51-200 employees
Consultant
Why use Microsoft Dynamics CRM for your business?

One thing’s for sure, in order for SMEs to continue their growth and maximise productivity and profitability, they need to be utilising a top class CRM system. There are a few out there on the market, and Microsoft Dynamics CRM is one of the most popular – for good reason.

So what exactly are the benefits of implementing a Microsoft Dynamic CRM solution in your business? Here, we’ve put together a list of the five best features that represent this superb tool.

1. Integration.

Microsoft Dynamics CRM has some unbeatable integration functions, especially together with other Microsoft tools. Office is often one of the most popular and used products, and Dynamics CRM offers seamless integration. This tool also provides easy integration with SharePoint – another brilliantly flexible collaborative solution for enterprises of all size and shape.

2. Sales & Marketing

With an easy-to-use interface, your sales team will enjoy optimised performance on the road or in the office. Sales force automation vitally shortens sales cycles and improves the sales team’s knowledge and understanding of prospects and clients. This means more conversions from prospect to sale. The monitoring of marketing campaigns is another benefit of CRM, and Dynamics offers effective campaign management and measurement of essential analytics that will really make a positive difference to marketing focus.

3. Apps & Community

Dynamics CRM has a vibrant and energetic app marketplace. Here you can find a huge variety of regulated top quality apps and services created by reputable partners. These can help you develop and tailor your CRM into something that perfectly suits your business and your needs. With over 2 million active users, there is a strong community of support for Dynamics CRM customers, and it is a community that stretches across the world in over 80 countries.

4. Customer Service Benefits

As with all CRM solutions, customer service is at the forefront of core functionality. By recording all communication with existing customers and logging responses and issues in a comprehensive application, it allows the customer service team to stay on top of accounts and to respond in the best way possible to meet customer and client needs. Integration with tools such as Outlook really helps with the customer service side of CRM, and Dynamics provides this and more.

5. Cloud or on-Premise

This flexibility is essential in the modern business world. Locating your CRM on the cloud gives all sorts of benefits, including the ability to access the system remotely. Although cloud solutions are becoming increasingly safe, with security always a priority, many businesses prefer to keep systems inaccessible from outside business premises. Both of these options are available to SMEs using Microsoft Dynamics CRM.

Microsoft Dynamics CRM offers a lot of benefits to businesses of all sizes. Owners of SMEs are becoming more aware of the value that CRM has in managing and growing a business, and Microsoft are continuously developing their products to offer enterprise solutions that comprehensively answer business issues.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
it_user243162 - PeerSpot reviewer
it_user243162Founder with 51-200 employees
Vendor

Yes, Alin - you can. There are apps available for iOS, Windows and Android

See all 2 comments
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.
Head of .NET Department at Evozon
MSP
Top 5Leaderboard
Robust CRM that has allowed us to keep track of all engagement with our customers
Pros and Cons
  • "The history of engagement with our customers, including all conversations, has been most valuable when using this solution."
  • "The setup with other email servers, other than Microsoft Outlook, could be improved. Alternatively, we'd like to have some feature that allows us to send emails directly from our inboxes to the CRM and assign it to a certain client."

What is our primary use case?

We use this solution to track our client's information, plans, and discussions we have with them.

What is most valuable?

The history of engagement with our customers, including all conversations, has been most valuable when using this solution.

What needs improvement?

The setup with other email servers, other than Microsoft Outlook, could be improved. Alternatively, we'd like to have some feature that allows us to send emails directly from our inboxes to the CRM and assign it to a certain client.

For how long have I used the solution?

We have been using this solution for three years. 

What do I think about the stability of the solution?

This solution could be more stable. In the beginning it was much less stable, but has since improved and become robust. 

What do I think about the scalability of the solution?

This solution has served our needs but we have not had an excessive number of users so I can't comment on scalability.

How are customer service and support?

We receive quick assistance from the customer service team, but we are a Microsoft gold partner which gives us priority service. 

How would you rate customer service and support?

Positive

What other advice do I have?

I would recommend this solution to others but it does depend on the setup. 

I would rate this solution an eight out of ten. 

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
reviewer1120545 - PeerSpot reviewer
Business Development at a tech services company with 51-200 employees
Real User
Multifeatured CRM software that's scalable and stable, but needs to be more user-friendly
Pros and Cons
  • "Multifeatured CRM software with good stability and scalability."
  • "This is a good tool, but if you don't have experience using a CRM solution, there are a lot of things you'll need to learn. This tool needs to be more user-friendly."

What is our primary use case?

I used Microsoft Dynamics CRM for just one or two projects, but it was not for myself. I provided it to clients who need internet automation services.

What needs improvement?

Microsoft Dynamics CRM is a good tool, but if don't have experience using a CRM solution, you'll need to learn a lot of things which could be difficult to learn. If you've used Excel or something similar, then learning this software could be easier.

This tool needs to be more user-friendly.

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?

Microsoft Dynamics CRM is scalable.

What's my experience with pricing, setup cost, and licensing?

Pricing for this software could be cheaper.

What other advice do I have?

I have pipeline middlemen who sell Microsoft Dynamics CRM as a B2B solution through the web portal, or E-Commerce portal. Clients just need to click on the order form found on the web portal of Microsoft Dynamics CRM.

Microsoft Dynamics CRM is a good software because it has a lot of features. 

I do the automation and email feed, and I check the instruments for clients, but they're not my clients directly. I have no idea on how many people clients need for the deployment and maintenance of this solution. I also don't deal with the Microsoft technical support team.

Microsoft Dynamics CRM is a good tool, so I can recommend it to people who want to start using it.

I'm not sure about the subscription for this solution. It could be a yearly subscription.

I just did one team up development with Microsoft Dynamics CRM, but I'm rating it a 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
PeerSpot user
Software Developer at a tech services company with 11-50 employees
Real User
Top 20
An excellent, stable customer relationship management tool that is easy to setup
Pros and Cons
  • "Our clients appreciate that the solution can be used to monitor everything their customer interacts with in their business."
  • "We would like to see the tech support for this product improved, at present we are frequently waiting for a couple of days before we receive any response."

What is our primary use case?

Our clients mainly use this to manage and maintain customer relationships within the requirements of their business. However, our role is to carry out some custom integration that sets the solution up for our clients to use.

What is most valuable?

Our clients appreciate that the solution can be used to monitor everything their customer interacts with in their business.

What needs improvement?

We would like to see the tech support for this product improved, at present we are frequently waiting for a couple of days before we receive any response.  

For how long have I used the solution?

We have been working with this solution for a few months.

What do I think about the stability of the solution?

We have found this to be a stable solution.

What do I think about the scalability of the solution?

The solution is very scalable and very customizable.

How was the initial setup?

The initial setup for the solution is straightforward, but editing it for a customization purposes is a bit complex.

What about the implementation team?

The implementation was carried out in-house, by one person.

The solution is initially built and configured in a sandbox environment. We deploy it in the sandbox, and we can then transfer it into production.

What other advice do I have?

I would rate this solution a 10 out of 10.

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.
PeerSpot user
reviewer1717416 - PeerSpot reviewer
Account manager at a engineering company with 11-50 employees
Reseller
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:
PeerSpot user
reviewer1691898 - PeerSpot reviewer
Entrepreneur at a comms service provider with 1,001-5,000 employees
Real User
Top 20
Plenty of features, simple installation, and reliable
Pros and Cons
  • "Microsoft Dynamics CRM has plenty of valuable features."

    What is our primary use case?

    Dynamics is a Customer Relationship Management (CRM) cloud solution. However, previously we mainly installed it on-premise for car dealers.

    What is most valuable?

    Microsoft Dynamics CRM has plenty of valuable features.

    For how long have I used the solution?

    I have used Microsoft Dynamics CRM within the past 12 months.

    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?

    I have found Microsoft Dynamics CRM to be scalable.

    We have approximately 10 customers that are using this solution.

    How was the initial setup?

    The installation is straightforward. The average time for installation and commission of the solution is three months.

    What about the implementation team?

    We have a four-person team of mainly project managers and developers that do the implementation and maintenance of the solution.

    What's my experience with pricing, setup cost, and licensing?

    The price of the solution is good but could be cheaper.

    What other advice do I have?

    I rate Microsoft Dynamics CRM an eight out of ten.

    Disclosure: My company has a business relationship with this vendor other than being a customer: Integrator
    PeerSpot user
    reviewer1805982 - PeerSpot reviewer
    Solution architect at a tech services company with 51-200 employees
    Real User
    Top 5Leaderboard
    Reliable, straightforward installation, and affordable
    Pros and Cons
    • "Microsoft Dynamics CRM is a stable solution."
    • "Microsoft Dynamics CRM could improve by being more user-friendly."

    What is our primary use case?

    I use Microsoft Dynamics CRM for direct pipeline sales and for administration tools to keep the whole sales environment together.

    What needs improvement?

    Microsoft Dynamics CRM could improve by being more user-friendly.

    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?

    Microsoft Dynamics CRM is a stable solution.

    What do I think about the scalability of the solution?

    We have approximately 1000 people using this solution in my organization. Our whole is using the solution.

    How are customer service and support?

    We have had some issues with the solution but they have been normal issues and the support has been fine.

    How was the initial setup?

    Microsoft Dynamics CRM's initial installation difficulty depends on the organization, but customizing, will take one to ten days.

    What's my experience with pricing, setup cost, and licensing?

    Microsoft Dynamics CRM is very affordable if you use the yearly subscription.

    What other advice do I have?

    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.
    PeerSpot user
    Buyer's Guide
    Download our free Microsoft Dynamics CRM Report and get advice and tips from experienced pros sharing their opinions.
    Updated: January 2025
    Buyer's Guide
    Download our free Microsoft Dynamics CRM Report and get advice and tips from experienced pros sharing their opinions.