Benoit Tellier - PeerSpot reviewer
IT Telehealth Specialist at Clinical & Support Options
Real User
Top 10
Highly accessible, light on maintenance, but complex customization
Pros and Cons
  • "The most valuable features of Microsoft Dynamics CRM are the accessibility of the service because we can access it either in the office or when we're out in the field."
  • "The options for customizing Microsoft Dynamics CRM are very limited or highly complex."

What is our primary use case?

We are using Microsoft Dynamics CRM as a help desk ticketing system.

How has it helped my organization?

Microsoft Dynamics CRM was more reliable than Spiceworks, which is what caused us to switch. The reliability has benefited our organization.

What is most valuable?

The most valuable features of Microsoft Dynamics CRM are the accessibility of the service because we can access it either in the office or when we're out in the field.

What needs improvement?

The options for customizing Microsoft Dynamics CRM are very limited or highly complex. You'll need to understand all of the Administration settings, as well as Microsoft Flow.

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Microsoft Dynamics CRM
April 2024
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For how long have I used the solution?

I have been using Microsoft Dynamics CRM for approximately one year.

What do I think about the stability of the solution?

Microsoft Dynamics CRM is highly reliable.

What do I think about the scalability of the solution?

We have no scalability concern for Microsoft Dynamics CRM in the foreseeable future.

We have approximately seven people using the solution in my organization. It is used by our whole IT department.

We do not use the solution extensively. However, we hope to be able to use it for slightly different purposes, and there are other departments within the company. We only use it for our IT help desk ticketing system. It's a full-fledged CRM. It could be used in a variety of different ways.

We have plans to increase usage in the future.

How are customer service and support?

I have not used the support from Microsoft.

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

We previously used Spiceworks and we switched because it was not as stable as Microsoft Dynamics CRM.

How was the initial setup?

The initial setup was complex, it took us months to do.

I would rate the ease of setup of Microsoft Dynamics CRM a one out of five.

What about the implementation team?

We did the implementation of the solution in-house. The solution is lightweight on the Maintainance needed.

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

The solution is open source and is free. However, it does require a Dynamics 365 subscription.

What other advice do I have?

My advice to others is to be aware that the customization of Microsoft Dynamics CRM is spectacularly complicated. However, it is a rock-solid solution.

I rate Microsoft Dynamics CRM a seven out of ten.

Which deployment model are you using for this solution?

Public Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
IT manager at Koleksiyon
Real User
Top 5Leaderboard
A simple and user-friendly tool that is scalable and provides many customized features
Pros and Cons
  • "The product is user-friendly."
  • "The product is very old."

What is our primary use case?

The salespeople in our organization use the product. It is connected to SAP. Our consultants use many of the customized features.

What is most valuable?

The product is quite good. The product is user-friendly.

What needs improvement?

The product is very old. We just pray that it works somehow. The product must be integrated with the cloud.

For how long have I used the solution?

I have been using the solution for ten years.

What do I think about the stability of the solution?

The tool’s stability is good, but it is old. So, we might have to replace it.

What do I think about the scalability of the solution?

We have 50 users in our organization. The tool is scalable.

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

We used SAP CRM. It was very problematic, so we switched to Microsoft Dynamics CRM.

What other advice do I have?

I would recommend the solution to others. It is a simple tool. Overall, I rate the solution an eight out of ten.

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.
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Buyer's Guide
Microsoft Dynamics CRM
April 2024
Learn what your peers think about Microsoft Dynamics CRM. Get advice and tips from experienced pros sharing their opinions. Updated: April 2024.
769,630 professionals have used our research since 2012.
Salesman at Manacor
Real User
Top 10
The solution's most valuable feature is its ability to store all the information in one application
Pros and Cons
  • "The solution's return on investment is worth it."
  • "They should work on improving the solution's scalability."

What is our primary use case?

We use the solution for customer service, marketing follow-ups, and sales.

What is most valuable?

The solution's most valuable feature is its ability to store all the information in one application. Also, it allows me to check what my colleagues are doing on their systems. Along with this, it facilitates a communication platform with the customers.

What needs improvement?

They should work on improving the solution's scalability.

For how long have I used the solution?

We have been using the solution for 10-15 years now.

What do I think about the stability of the solution?

The solution did stop working three weeks ago for a while. It was highly improbable for it to go off. Other than that, it is a stable solution.

What do I think about the scalability of the solution?

The solution integrates well with other applications or ERP, Business Central, Finance and Operations, and SAP programs. Considering the flexibility of integration, it is a scalable solution. Our organization has 15-20 customers and about 90 employees using the solution. I rate its scalability as a seven as sometimes it needs a connector to link with other applications.

How are customer service and support?

The solution's tech support team's response is fast.

How was the initial setup?

The setup was straightforward. It works just like any other product of the Microsoft family.

What was our ROI?

The solution's return on investment is worth it.

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

The licenses of the solutions are available for purchase on a monthly or yearly basis. There are no additional licenses or fees apart from the standard license. I rate the solution's pricing as a seven out of ten.

What other advice do I have?

The solution's maintenance requires three to four technical executives. I recommend the solution to others and rate it as a nine.

Disclosure: My company has a business relationship with this vendor other than being a customer: Reseller
PeerSpot user
Solution Architecht at Saas Plaza
Real User
Feature rich, customizable, and integrates well
Pros and Cons
  • "Microsoft Dynamics CRM is a comprehensive solution and is well-integrated into other Microsoft solutions, including ERP solutions. Additionally, it is feature-rich."
  • "I have contacted support. They are able to help but not in the right amount of time. I have had a horrible experience."

What is our primary use case?

Microsoft Dynamics CRM is used for potential lead opportunities. Generally, salespeople use it.

What is most valuable?

Microsoft Dynamics CRM is a comprehensive solution and is well-integrated into other Microsoft solutions, including ERP solutions. Additionally, it is feature-rich.

For how long have I used the solution?

I have been using Microsoft Dynamics CRM for approximately 14 years.

What do I think about the stability of the solution?

Microsoft Dynamics CRM is an extremely stable solution.

What do I think about the scalability of the solution?

This solution is made from the ground up to be scalable.

We have approximately 50 sales and marketing employees using this solution mostly.

Microsoft Dynamics CRM is not suitable for small businesses. It is suitable for large-sized businesses. If they could make a version for smaller-sized businesses that would be helpful. There are a lot of smaller businesses that do not need the full features of Microsoft Dynamics CRM that could benefit from another version.

How are customer service and support?

I have contacted support. They are able to help but not in the right amount of time. I have had a horrible experience.

I rate the support from Microsoft Dynamics CRM a one out of ten.

How would you rate customer service and support?

Negative

How was the initial setup?

The deployment of Microsoft Dynamics CRM is not difficult because it is a cloud solution. However, the configuration of the solution is complex. You have to go through some processes to map it to the customer's needs. It's not an out-of-the-box functional solution.

The customization may take time, and depending on the customer's needs it may take a few weeks to a few months or longer to complete.

What was our ROI?

We have received an ROI from this solution though the price of this solution can be high.

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

Microsoft Dynamics CRM is an expensive solution. However, most good CRMs are expensive.

The cost of the solution is a per-user, license-based model. The cost depends on the number of users that are using it. This is beneficial if your company only has five users, you only have to pay for those five and not a higher price, such as other pricing models from other vendors.

Which other solutions did I evaluate?

We choose this solution over others because of the deployment, availability, scalability, and resilience of the solution. Not a lot of other vendors can offer these features. Salesforce can offer these features, but no one else. Its availability in a lot of parts of the world is a key feature. It's available anywhere, where a lot of other solutions are not due to certain restrictions. Additionally, there are a lot of engineers available for the implementation of Microsoft Dynamics CRM. That is not true for the other solutions.

What other advice do I have?

This solution covers all the bases. It's very dynamic, customizable, and very reliable. All the general features you would look for in a CRM are available in this solution.

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: customer/partner
PeerSpot user
Market Response Coordinator at a financial services firm with 201-500 employees
Reseller
Allows you to work with segments and is scalable and stable
Pros and Cons
  • "The feature I like best in Microsoft Dynamics CRM is being able to market to segments instead of choosing individual people to market to."
  • "My company's biggest challenge with Microsoft Dynamics CRM is wanting to market solely to leads without having to create a contact and link the contact to the lead. From a marketing standpoint, there's room for improvement in the lead process of Microsoft Dynamics CRM."

What is our primary use case?

We use Microsoft Dynamics CRM for marketing and sales, for example, for basic contact and lead management and email marketing.

What is most valuable?

The feature I like best in Microsoft Dynamics CRM is being able to market to segments instead of choosing individual people to market to.

What needs improvement?

My company's biggest challenge with Microsoft Dynamics CRM is wanting to market solely to leads without having to create a contact and link the contact to the lead.

From a marketing standpoint, there's room for improvement in the lead process of Microsoft Dynamics CRM.

In the next version of Microsoft Dynamics CRM, I'd like to see built-in tutorials because the solution isn't as user-friendly in some aspects, for example, building segments you may not be familiar with. Microsoft Dynamics CRM seems to be designed for engineers, not necessarily for people with marketing or sales backgrounds or who may not have that many technical skillsets or backgrounds.

For how long have I used the solution?

I've been using Microsoft Dynamics CRM since the day I started working in the company, which is about a year and a half. I'm unsure how long the company's been using Microsoft Dynamics CRM.

What do I think about the stability of the solution?

Overall, Microsoft Dynamics CRM is a stable solution.

What do I think about the scalability of the solution?

Microsoft Dynamics CRM is a scalable solution.

How are customer service and support?

I've never contacted the technical support team for Microsoft Dynamics CRM.

How was the initial setup?

I wasn't involved in the initial setup and deployment of Microsoft Dynamics CRM, so I have no information on how complex or straightforward the process was.

What about the implementation team?

The implementation of Microsoft Dynamics CRM was in-house.

What was our ROI?

My company has seen ROI from Microsoft Dynamics CRM.

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

I'm not aware of any licensing costs for Microsoft Dynamics CRM.

What other advice do I have?

I have firsthand experience with Microsoft Dynamics CRM. It's the solution my company uses.

I'm using the latest version of Microsoft Dynamics CRM. The solution is deployed on the cloud.

In the company, the number of people using Microsoft Dynamics CRM daily is between one hundred fifty to two hundred. Between five to ten people, particularly specialists, take care of general maintenance and submit support tickets for Microsoft Dynamics CRM.

My advice to others looking into implementing Microsoft Dynamics CRM is that it's a valuable tool. Still, it would be best to have either a team onsite or a third-party vendor familiar with setup and deployment.

I'd rate Microsoft Dynamics CRM as eight out of ten.

My company is a gold-level partner and reseller of Microsoft Dynamics CRM and other Microsoft applications.

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 and reseller
PeerSpot user
Roymell Santos - PeerSpot reviewer
ICT Officer at Intelligent Skincareinc Inc.
Real User
Top 5
Provides financial module for sales in our organization
Pros and Cons
  • "Right now we're using the financial features, and we haven't tried the inventory. It's useful more on the financial side."
  • "The manufacturing module could be improved. I would like to see customization in the next release."

What is our primary use case?

We are using this solution for the financial module. We have 25 users in sales who are using this solution in my organization.

The solution is deployed on-premises.

What is most valuable?

Right now we're using the financial features, and we haven't tried the inventory. It's useful more on the financial side.

What needs improvement?

The manufacturing module could be improved. I would like to see customization in the next release.

For how long have I used the solution?

I have been using this solution for 10 years.

What do I think about the stability of the solution?

It's stable.

What do I think about the scalability of the solution?

It's scalable.

How are customer service and support?

Technical support is helpful and responsive. I would rate them 4 out of 5.

How was the initial setup?

It was easy to set up. I would rate the setup 4 out of 5.

What about the implementation team?

We used a third-party company for implementation.

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

The cost could be cheaper. I would rate them 3 out of 5.

What other advice do I have?

I would rate this solution 8 out of 10.

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.
PeerSpot user
Solutions Architect at a tech vendor with 501-1,000 employees
Real User
Stable, reliable, and robust
Pros and Cons
  • "The stability is excellent."
  • "The mobile side of the product doesn't look that great right now."

What is our primary use case?

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.

What is most valuable?

For what I'm using it for it's great.

It's a pretty robust product.

I don't use any Dynamics features. I go straight to my ISV plugin and that's all. I just like this part of the Microsoft stack.

The stability is excellent. It's reliable.

What needs improvement?

The product can be a bit expensive, especially for a smaller organization.

I wouldn't want to change any aspect of the product.

The mobile side of the product doesn't look that great right now. It doesn't seem to render. It's the responsiveness across different devices, from light testing, just seemed kind of off. It seems like it really needs to identify when it's on a mobile device and minimize the view. It kind of just does a web page type of thing and it's just really difficult to use. From just the short time I've seen it, I'm not sure how anybody would ever be able to use it.

For how long have I used the solution?

I've been using the solution from a demo. I've used it in the last few months.

What do I think about the stability of the solution?

The solution is rock solid and very stable. It's reliable. There are no bugs or glitches. It doesn't crash or freeze. It's excellent. 

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

It's kind of pricey. It's about $50 or $60 per user. I have never been on the sales side of it or watched the organization from a licensing perspective. I don't know if it's higher or lower than what else is available. If I was a small business, that price would be too high for me if I was going to run it for my own practice as an individual. I'd either not use it or use something else - maybe something that's cheaper or supports just what I need. 

What other advice do I have?

We are an ISV partner, an independent software vendor through Microsoft, and we can publish applications directly to the Dynamics store.

I've been very happy with the solution. I'd rate it at a ten out of ten.

Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
PeerSpot user
Account Manager at Liquidity X
Real User
Top 20
It's easy to use and has a lot of features
Pros and Cons
  • "Dynamics is easy to use. There are several fields I can filter."
  • "Dynamics could perform a little better, and it would be nice to save the filters I use frequently, so I don't need to do the same thing every day."

What is our primary use case?

We use Dynamics as a database of the customer accounts we call.  About 50-60 people at this office are using it. 

What is most valuable?

Dynamics is easy to use. There are several fields I can filter.

What needs improvement?

Dynamics could perform a little better, and it would be nice to save the filters I use frequently, so I don't need to do the same thing every day.

For how long have I used the solution?

We have been using Dynamics for about four or five years.

What do I think about the stability of the solution?

Overall, it's pretty stable, but we have issues every now and then. I rate Dynamics eight out of 10 for stability.

What other advice do I have?

I rate Microsoft Dynamics CRM eight out of 10. I would recommend it to others. It's easy to use, and it has a lot of features. 

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: April 2024
Buyer's Guide
Download our free Microsoft Dynamics CRM Report and get advice and tips from experienced pros sharing their opinions.