I am involved in sales, service, and project management projects using Microsoft Dynamics CRM. I use it for customer interactions and recommend it to my clients.
The use cases are for HR management, resource management, project insight, and timesheet management. It is mostly connected with people and resource management.
Technical Support Engineer at Netco Security Solutions
Real User
Top 5
2024-07-10T11:08:00Z
Jul 10, 2024
It was related to connecting large data with specific company information. We consolidated all the data in one place to speed up the company's decision-making. We gathered data based on their specific requirements and stored it alongside the company's personal data.
Technical Sales Manager at a tech services company with 1-10 employees
Real User
Top 10
2023-01-24T09:25:05Z
Jan 24, 2023
We use Microsoft Dynamics to keep our pipeline aligned with our counterparts and OEMs. We are customers of Microsoft and I'm a technical sales manager.
Founding Member /Technical Director at BonPro Information Systems
Real User
2022-09-20T15:11:00Z
Sep 20, 2022
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.
Software Developer at a tech services company with 11-50 employees
Real User
Top 20
2022-09-20T19:20:24Z
Sep 20, 2022
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.
CRM Analytics Lead-Consumer Insights at a retailer with 1,001-5,000 employees
Real User
2022-05-31T15:47:15Z
May 31, 2022
It is a general CRM. It almost acts as the central hub through which all of our transactions, whether e-commerce or retail, are funneled. It also brings in everything from our inventory. So, essentially, the overall collection of all of that data is deployed through it. This is the main tool that we use.
We use this solution for customer relationship management. We have all our business opportunities listed in the solution as well as all our customers. This CRM allows us to manage our business opportunities in each lifecycle.
Cyber Security Program Manager at a financial services firm with 10,001+ employees
Real User
2022-02-18T23:48:24Z
Feb 18, 2022
I manage projects that include use cases from finance. I take them from beginning to end and manage the expectations. One of our concerns is having a secure infrastructure. In-depth security is part of our design. We do a lot of development for our clients that is specific to Microsoft Dynamics CRM.
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.
Technology, Tools, & Solutions - Program Manager at a consultancy with 501-1,000 employees
Real User
2021-12-07T18:58:14Z
Dec 7, 2021
We use Microsoft Dynamics CRM for our opportunity tracking system. Anytime we have sales opportunities, we integrate the solution with our quoting software. The quote is generated and all the details flow into our Microsoft Dynamics CRM, which then builds our pipeline. We're able to integrate it with other Microsoft forms and our Dynamics SL Accounting system.
Solutions Architect at a tech vendor with 501-1,000 employees
Real User
2021-09-23T20:04:35Z
Sep 23, 2021
I have an embedded power app that's launched through Dynamics. I use it almost every day. I don't use any Dynamics features. I go straight to my ISV plugin and that's all.
Microsoft Dynamics CRM is a comprehensive customer relationship management solution that helps businesses streamline their sales, marketing, and customer service processes. With its user-friendly interface and powerful features, it enables organizations to effectively manage their customer interactions and drive business growth.
One of the key features of Microsoft Dynamics CRM is its sales automation capabilities. It allows sales teams to track leads, manage opportunities, and close deals...
I use Microsoft Dynamics CRM because of its flexible design.
I am involved in sales, service, and project management projects using Microsoft Dynamics CRM. I use it for customer interactions and recommend it to my clients.
The use cases are for HR management, resource management, project insight, and timesheet management. It is mostly connected with people and resource management.
We use the solution for sales productivity and marketing.
We use the solution as a policy management system.
It was related to connecting large data with specific company information. We consolidated all the data in one place to speed up the company's decision-making. We gathered data based on their specific requirements and stored it alongside the company's personal data.
The platform is utilized for various purposes, including sales process and customer relationship management (CRM).
We use Microsoft Dynamics CRM to control sales advancements in our company.
The salespeople in our organization use the product. It is connected to SAP. Our consultants use many of the customized features.
We use our company to store customer information and track customer engagement.
We primarily use the solution as a CRM for a call center.
We use Microsoft Dynamics CRM with our chain management and internal project team to identify the areas to improve our workflow.
We use Microsoft Dynamics to keep our pipeline aligned with our counterparts and OEMs. We are customers of Microsoft and I'm a technical sales manager.
We use Microsoft Dynamics CRM for accounting and case tracking. It is deployed on the cloud.
We use Dynamics as a database of the customer accounts we call. About 50-60 people at this office are using it.
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.
I use it as a backend. I use it in many applications like automation.
We are using Microsoft Dynamics CRM mostly for team collaboration and customer information.
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.
We were using Microsoft Dynamics CRM in a facility management company for contract and customer relationship management.
I have not used the solution, but it can be used for customer relationship management.
It is a general CRM. It almost acts as the central hub through which all of our transactions, whether e-commerce or retail, are funneled. It also brings in everything from our inventory. So, essentially, the overall collection of all of that data is deployed through it. This is the main tool that we use.
We use Microsoft Dynamics CRM primarily for sales, but using it for marketing is also becoming very predominant.
We use this solution for customer relationship management. We have all our business opportunities listed in the solution as well as all our customers. This CRM allows us to manage our business opportunities in each lifecycle.
We are using Microsoft Dynamics CRM as a help desk ticketing system.
I manage projects that include use cases from finance. I take them from beginning to end and manage the expectations. One of our concerns is having a secure infrastructure. In-depth security is part of our design. We do a lot of development for our clients that is specific to Microsoft Dynamics CRM.
We use this solution to track our client's information, plans, and discussions we have with them.
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.
The purpose of Microsoft Dynamics CRM is to keep track of opportunities. This is its only purpose, for customer relationship management.
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.
We use Microsoft Dynamics CRM for our opportunity tracking system. Anytime we have sales opportunities, we integrate the solution with our quoting software. The quote is generated and all the details flow into our Microsoft Dynamics CRM, which then builds our pipeline. We're able to integrate it with other Microsoft forms and our Dynamics SL Accounting system.
Dynamics is a Customer Relationship Management (CRM) cloud solution. However, previously we mainly installed it on-premise for car dealers.
I mostly use the solution on the cloud for CRM purposes.
I have an embedded power app that's launched through Dynamics. I use it almost every day. I don't use any Dynamics features. I go straight to my ISV plugin and that's all.
We primarily use the CRM for our leads and opportunities, and our client data.
It is used for customer relationships. It is performing well.