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Vishwesh Hegde - PeerSpot reviewer
Technical Sales Manager at a tech services company with 1-10 employees
Real User
Keeps our pipeline aligned and Outlook has helped us significantly
Pros and Cons
  • "The Outlook calendar has been very helpful for us."
  • "The UI could definitely be improved."

What is our primary use case?

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. 

What is most valuable?

We have account engagements on a very regular basis, and the product makes it very easy for us to get all the teams immediately via the Outlook Calendar. It's a huge advantage for us. 

What needs improvement?

The UI could definitely be improved. The solution lacks some features and the third-party application ecosystem could be better. I also think that usability could be simplified.

For how long have I used the solution?

I've been using this solution for two years. 

Buyer's Guide
Microsoft Dynamics CRM
May 2025
Learn what your peers think about Microsoft Dynamics CRM. Get advice and tips from experienced pros sharing their opinions. Updated: May 2025.
856,873 professionals have used our research since 2012.

What do I think about the stability of the solution?

This is a stable product. I haven't faced any downtime in the last two years.

What do I think about the scalability of the solution?

The solution is scalable. 

How are customer service and support?

I've had minimal interaction with technical support because our internal IT team handles that side of things. I believe they provide good support. 

Which solution did I use previously and why did I switch?

I previously used Salesforce which had a better third-party apps ecosystem and a better UI. In general, I find Salesforce to be more straightforward. If you're selling multiple products and have multiple accounts, managing those with your OEMs is easy in Salesforce because most of them are on Salesforce whereas very few of the enterprise-level OEMs use Dynamics.

What other advice do I have?

The most important thing is to be very sure about where you have saved what.

I rate this solution eight out of 10. 

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
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: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Buyer's Guide
Microsoft Dynamics CRM
May 2025
Learn what your peers think about Microsoft Dynamics CRM. Get advice and tips from experienced pros sharing their opinions. Updated: May 2025.
856,873 professionals have used our research since 2012.
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: My company does not have a business relationship with this vendor other than being a customer.
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: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
reviewer1736187 - PeerSpot reviewer
Administrative Assistant at a wireless company with 11-50 employees
Real User
CRM that integrates well with other systems and provides control of process from end to end
Pros and Cons
  • "The control that we have of a process and the ability to have everything recorded from the beginning to the end of the process have been the most valuable features."
  • "This solution would be easier to use if everything was displayed on one page, to avoid moving from one tab to another tab to add documents or add comments."

What is most valuable?

The control that we have of a process and the ability to have everything recorded from the beginning to the end of the process have been the most valuable features. 

What needs improvement?

This solution would be easier to use if everything was displayed on one page, to avoid moving from one tab to another tab to add documents or add comments.

For how long have I used the solution?

We have been using this solution for 5 months. The setup took one year. 

How was the initial setup?

The initial setup is not straightforward. It took a year to configure Dynamics because it's not very intuitive. We had to hire assistance for certain parts of the setup.

What other advice do I have?

This solution integrates well with other systems. 

I would rate this solution an eight out of ten. 

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Buyer's Guide
Download our free Microsoft Dynamics CRM Report and get advice and tips from experienced pros sharing their opinions.
Updated: May 2025
Buyer's Guide
Download our free Microsoft Dynamics CRM Report and get advice and tips from experienced pros sharing their opinions.