

Microsoft Dynamics CRM and Microsoft Dynamics 365 Customer Service compete in the customer relationship management category. Dynamics 365 Customer Service appears to have an upper hand due to its advanced automation and AI capabilities.
Features: Microsoft Dynamics CRM is known for its extensive search functionality, mobile sales, and seamless deployment. It integrates easily with third-party software, supporting comprehensive customer interaction management and end-to-end process management. In contrast, Microsoft Dynamics 365 Customer Service offers strong automation features, customizable workflows, and seamless integration with Power Automate, Power BI, and Teams, making it highly effective for case management and customer engagement.
Room for Improvement: Microsoft Dynamics CRM could enhance its user-friendliness and simplify dashboards. It also requires improvements in mobile capabilities and integration enhancements. Microsoft Dynamics 365 Customer Service could improve its integration with enterprise solutions and develop a more intuitive UI/UX for new users. Both platforms could benefit from stronger AI-driven capabilities to better compete with Salesforce.
Ease of Deployment and Customer Service: Microsoft Dynamics CRM provides various deployment options, including public and private clouds and on-premises setups, although support responsiveness varies. Microsoft Dynamics 365 Customer Service offers consistent on-premises and cloud deployment with reliable local support, though response times can fluctuate without premium options.
Pricing and ROI: Microsoft Dynamics CRM is often expensive for small businesses but offers significant ROI due to its comprehensive functionalities and integration capabilities. Its pricing is competitive against Salesforce, adding value with multi-year contracts. Microsoft Dynamics 365 Customer Service is priced competitively, though sometimes more expensive than alternatives, offering solid value for enterprises needing robust solutions. Both platforms provide ROI through effective data management, enhancing customer retention and efficient sales processes.
I recommend that those considering Microsoft Dynamics CRM conduct an ROI exercise to determine scalability and complex business needs because it is indeed a fantastic tool, especially if Microsoft can provide a better commercial model, which can significantly impact cost-effectiveness.
When somebody is doing a ticketing system transition at an enterprise level, it is obviously a complex affair involving hundreds of people and tens of teams at various points in the transition or implementation life cycle.
We are using local Microsoft partners, not Microsoft themselves.
I would evaluate Microsoft tech support as an eight out of ten, as they are quite responsive.
I would rate customer support as ten out of ten.
While the support operates within their standard SLA, it can be difficult to speak directly with someone over the phone.
Sometimes the technical support for Microsoft Dynamics CRM is not qualified enough, and in some situations, we know the tool better than they do.
Microsoft Dynamics CRM is highly scalable, rated at ten, even fifteen out of ten.
I would give it a ten out of ten for scalability.
Microsoft Dynamics CRM is scalable; it's easy to scale, but when customizations become extensive, maintainability can become challenging.
I would rate it ten out of ten.
There have been instances where issues with Microsoft Azure have affected Dynamics due to the infrastructure layer.
More flexible rule-defining back ends that you can customize to your business context more closely than you can right now would be better.
The solution could improve by providing internal scorecards for agents and much better staff ratings.
The main area for improvement is the pricing model.
More use-case-oriented material should be provided to help users and implementers learn how to do more, faster.
Microsoft Dynamics CRM needs improvement in simplifying the setup and configuration process, which can be relatively complex when we want all features to work properly.
Microsoft Dynamics CRM doesn't provide solutions that allow you to transform easily if you have a heterogeneous mix of technologies or if your contact center is on analog and you try to digitize it.
We did our integration with sales automation and other tools internally, which incurred no additional costs beyond the standard licensing fees.
The pricing is within the market range, but there is room for improvement.
The pricing of Microsoft Dynamics CRM can be complex due to Microsoft's complicated licensing model.
Microsoft Dynamics CRM costs about $110 to $115 per user per month, following a recent price increase.
Although it is a good tool, it is costly.
It has a workflow feature and offers excellent automation capabilities that streamline our customer service.
It is fully integrated and easily scalable with other Microsoft tools like Power BI, which is a great advantage.
It is very well integrated with Microsoft Teams and 365 as an overall platform.
The backend storage integrates seamlessly with OneDrive, and the solution offers robust security features, including Azure integration, two-factor authentication (2FA), and comprehensive audit trails.
The CRM is very fast, which is the most important aspect, and it's very handy.
The most valuable feature of Microsoft Dynamics CRM is its integration with Outlook and other Microsoft products like Microsoft 365, which includes emails, Teams, and SharePoint.
| Product | Market Share (%) |
|---|---|
| Microsoft Dynamics CRM | 2.5% |
| Microsoft Dynamics 365 Customer Service | 0.6% |
| Other | 96.9% |

| Company Size | Count |
|---|---|
| Small Business | 12 |
| Midsize Enterprise | 3 |
| Large Enterprise | 7 |
| Company Size | Count |
|---|---|
| Small Business | 41 |
| Midsize Enterprise | 22 |
| Large Enterprise | 19 |
Microsoft Dynamics 365 Customer Service integrates seamlessly with Microsoft tools, offering cloud-based accessibility that enhances business processes and facilitates decision-making. Its customizable workflows and insightful reporting streamline operations for effective customer relationship management.
Microsoft Dynamics 365 Customer Service provides an extensive suite of features, including advanced case management, seamless connectivity, and a user-friendly interface. Cloud-based accessibility supports collaboration and automation, while built-in connectors like Power BI simplify data management. Regular updates enhance functionality and improve business processes. Areas for improvement include greater customization flexibility, smoother integration with enterprise systems, and better scalability. Enhanced dashboards and user-friendly components are also desired, alongside improved technical support and licensing clarity.
What are the key features of Microsoft Dynamics 365 Customer Service?In industries like manufacturing, energy retail, and IT, Microsoft Dynamics 365 Customer Service is employed for communication, collaboration, and sales management, supporting lead management, proposal tracking, and ticketing systems. Departments such as sales, finance, and HR leverage its capabilities for complaint management, inquiries, and operational support through secure cloud connections.
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 more efficiently. The solution provides a centralized platform for managing customer information, enabling sales representatives to access real-time data and make informed decisions. It also offers tools for forecasting, pipeline management, and sales analytics, helping businesses optimize their sales processes and drive revenue growth.
In addition to sales automation, Microsoft Dynamics CRM offers robust marketing automation features. It enables marketers to create and execute targeted marketing campaigns, track campaign performance, and generate actionable insights. The solution provides tools for lead management, email marketing, social media integration, and customer segmentation, allowing businesses to engage with their customers effectively and drive marketing ROI.
Furthermore, Microsoft Dynamics CRM helps organizations deliver exceptional customer service. It provides a unified view of customer interactions, enabling customer service representatives to deliver personalized and timely support. The solution offers case management, a knowledge base, and self-service portal capabilities, empowering customers to find answers to their queries and resolve issues on their own. It also provides tools for service analytics and reporting, helping businesses identify areas for improvement and enhance customer satisfaction.
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