Technical Consultant at LinkDev
Real User
Top 5
Easy to set up and expand but has high pricing
Pros and Cons
  • "The initial setup is very easy."
  • "Technical support could be faster and more responsive."

What is our primary use case?

I use it as a backend. I use it in many applications like automation.

What is most valuable?

It's good. It works well. It integrates well with Microsoft tools. 

The initial setup is very easy.

It is scalable. 

The solution has been stable. 

What needs improvement?

I'd like to improve some points within the workflow automation. I'd like to have better control over security.

Technical support could be faster and more responsive. 

The pricing is quite high.

For how long have I used the solution?

I've been using the solution for five years. 

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.

What do I think about the stability of the solution?

The solution works well. the performance has been good, and it is stable. There are no bugs or glitches. It doesn't crash or freeze.

What do I think about the scalability of the solution?

We find the product to be scalable. We have 60 people using it right now. It this time, we have no plans to increase our usage. 

How are customer service and support?

Technical support is okay. Sometimes they are responsive, and sometimes you need to wait for answers. I'd like it if they were more responsive and we got resolutions quicker. 

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

I did not previously use a different solution. 

How was the initial setup?

The solution is very simple to set up and implement. It's not an overly complex implementation. It's fast to deploy as well. It only takes about three hours. 

We have three people on staff that can handle deployment and maintenance. It's an administrator and a few staff for business applications.

What about the implementation team?

 The setup was handled in-house. We did not use any consultants or integrators during the implementation process. 

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

I find the solution to be expensive. 

What other advice do I have?

I'm using the latest version of the solution. 

Overall, I would recommend the solution to others.

I would create it six 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.
PeerSpot user
Gary Cook - PeerSpot reviewer
Executive at Empowered Analytics
Real User
Top 20
Comprehensive functionality, Integrates well, but lacking artificial intelligence
Pros and Cons
  • "The most valuable features of Microsoft Dynamics CRM are its easy operations and functionality."
  • "Microsoft Dynamics CRM can improve by adding more artificial intelligence. Additionally, they should add more modules, such as account-based management, that are available on other platforms such as salesforce.com."

What is our primary use case?

Microsoft Dynamics CRM is mainly used for our customer account management. We use it as a source of our customer reporting. We use it to work with customers' voices so that we can send out our surveys, and ask the customers about their satisfaction levels.

How has it helped my organization?

We are very strong in our customer centricity and orientation. Microsoft Dynamics CRM is a big part of that.

What is most valuable?

The most valuable features of Microsoft Dynamics CRM are its easy operations and functionality. 

What needs improvement?

Microsoft Dynamics CRM can improve by adding more artificial intelligence. Additionally, they should add more modules, such as account-based management, that are available on other platforms such as salesforce.com.

It's a very good middle-of-the-road solution, but there are some functions that we would prefer.

In a feature release, it would be beneficial to have more inbound marketing and digital marketing. Additionally, features that allow us to manage campaigns better. A lot more artificial intelligence around understanding customer propensity to churn and purchase.

For how long have I used the solution?

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

What do I think about the stability of the solution?

Microsoft Dynamics CRM is highly stable.

What do I think about the scalability of the solution?

The scalability of Microsoft Dynamics CRM is very good.

We have eight people using this solution in my company, three from sales, two accounts, and three marketing and technical personnel. 

How are customer service and support?

We have not had any problem with the support.

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

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

We previously used SugarCRM, but then we decided to upgrade to Microsoft Dynamics CRM.

How was the initial setup?

The implementation of Microsoft Dynamics CRM was not complex. The full deployment of the solution took less than a week.

I rate the initial setup of Microsoft Dynamics CRM a four out of five.

What about the implementation team?

We used an implementation team from one of the Microsoft Dynamics CRM partners, and it went very smoothly.

The maintenance of Microsoft Dynamics CRM is very easy. We have a team that supports the solution. It's in the cloud and it updates itself with all the upgrades and updates.

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

For the price of Microsoft Dynamics CRM, you receive a lot of comprehensive functionality. Additionally, it integrates very well. We pay approximately $100 a month to use the solution and we do not have any additional costs.

Which other solutions did I evaluate?

We were evaluating salesforce.com and a couple of others but we chose Microsoft Dynamics CRM in the end. We wanted to standardize our Microsoft solutions. We are a business intelligence data company and we were already using Power BI and MySQL.

What other advice do I have?

The best advice I can give is whoever wants to implement the solution must understand its functionality and what scope they want from the solution. If they want a standard line of functionality then Microsoft Dynamics CRM will do it. If they want a particular marketing capability and various other features that go with it, such as algorithms and AI, et cetera, then they might want to look at another solution.

I rate Microsoft Dynamics CRM a seven out of ten.

My rating reflects the missing functionality, compared to some of the more heavyweight solutions. For example, saleforce.com and Optimove have a lot more functionality.

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
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.
Anup-Kumar - PeerSpot reviewer
Portfolio Strategiest at a computer software company with 1,001-5,000 employees
Real User
CRM used to leverage our database for automated email campaigns.
Pros and Cons
  • "This is a scalable solution."
  • "The integration capability with other systems could be improved, particularly the Lead Generation system."

What is our primary use case?

We use Microsoft Dynamics for all of our general CRM functions. This includes Lead Generation activity and leveraging the database with integration for sending out automated emails.

What needs improvement?

The integration capability with other systems could be improved, particularly the Lead Generation system.

For how long have I used the solution?

We have used this solution for two years. 

What do I think about the stability of the solution?

This is a scalable solution. 

What do I think about the scalability of the solution?

We are a relatively small operations and we haven't run into any scalability concerns so far.

How was the initial setup?

The initial setup is reasonably straightforward. 

What other advice do I have?

The only advice I would give is to figure out the data governance right up front in terms of how to set up the client database and the governance around it so you have a central view of all the client opportunities.

This solution is not as good as Salesforce but it has most of the functionalities we need. The key is to implement it in the right way.

I would rate this solution a seven out of ten. 

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Data Protection & Archiving Solution Architect at a tech services company with 51-200 employees
Consultant
Top 20
The solution is easy to deploy, stable, and scalable
Pros and Cons
  • "The most valuable feature is the reporting tab."
  • "The solution's interface has room for improvement."

What is most valuable?

The most valuable feature is the reporting tab.

What needs improvement?

The solution's interface has room for improvement.

For how long have I used the solution?

I have been using the solution for two years.

What do I think about the stability of the solution?

I give the stability of Microsoft Dynamics CRM a nine out of ten.

What do I think about the scalability of the solution?

I give the scalability of Microsoft Dynamics CRM a nine out of ten.

How was the initial setup?

I give the initial setup an eight out of ten. The solution required two days to deploy.

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

I give the price of the solution an eight out of ten.

What other advice do I have?

I give the solution a nine out of ten.

We have 25 people using the solution in our organization.

I recommend Microsoft Dynamics CRM to all customers.

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
PeerSpot user
Operational Risk Analyst at a financial services firm with 5,001-10,000 employees
Real User
Secure, good support, but graphical interface could improve
Pros and Cons
  • "I have used many Microsoft solutions and I am comfortable using the solution. Additionally, it is secure."
  • "Microsoft Dynamics CRM could improve by being more user-friendly and having a better design. I have used Service Desk and it is not user-friendly but this solution is worse. The graphical interface is not intuitive, you need someone to guide you or you will have difficulties navigating around to find the file you need. The data we are normally dealing with is boring enough and the interface could be more attractive and more exciting. The tabs and arrangement could be done better to be more user-friendly. Microsoft Excel, PowerPoint, and Word are fine and Microsoft should extend their user-friendliness and intuitiveness to Microsoft Dynamics."

What is our primary use case?

We use Microsoft Dynamics CRM for our complaints system, data management, and reports for all information that is related to external customer data. I spool the data from Microsoft Dynamics CRM and then I use Microsoft Excel to process, analyze, and get insight into the data. Microsoft Dynamics CRM has an analytics aspect, but we have not been using it because the data that has been fed in is not clean enough. The analytics aspect of Microsoft Dynamics CRM does not give us the results that we want. Most of the time I have to spool the data myself, clean it, by using Microsoft Excel, and then I have to process it before I can generate reports.

For internal workflow processes, we use ProcessMaker.

What is most valuable?

I have used many Microsoft solutions and I am comfortable using the solution. Additionally, it is secure. 

What needs improvement?

Microsoft Dynamics CRM could improve by being more user-friendly and having a better design. I have used Service Desk and it is not user-friendly but this solution is worse. The graphical interface is not intuitive, you need someone to guide you or you will have difficulties navigating around to find the file you need. The data we are normally dealing with is boring enough and the interface could be more attractive and more exciting. The tabs and arrangement could be done better to be more user-friendly. Microsoft Excel, PowerPoint, and Word are fine and Microsoft should extend their user-friendliness and intuitiveness to Microsoft Dynamics.

For how long have I used the solution?

I have been using Dynamics CRM for approximately two years.

What do I think about the stability of the solution?

Microsoft Dynamics CRM is stable. I have not experienced major downtime. When I did experience downtime, it was not due to the Microsoft application itself. Most of the time it is because of network downtime. A network downtime impacts everything.

What do I think about the scalability of the solution?

Microsoft Dynamics CRM is scalable. For my use case, it is complaints management, but we have other departments in the bank that use it for other purposes. I know that complaints management is not the only use case, there are a couple of other use cases for it.

How are customer service and support?

We scheduled a meeting with our Microsoft IT partner and we received help within four days. I felt the support was good.

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

I have previously used Service Desk.

How was the initial setup?

The information I have on the implementation is limited. However, the process was fast. It did not take too long to set up Microsoft Dynamics. That is one of the advantages of using Microsoft applications because they have very good after-sales service and support. Setting it up was not difficult. It integrates well with the other application we use, such as Outlook, Microsoft Word, and PowerPoint.

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

I am not the person who pays for Microsoft Dynamics CRM but it is expensive. I have been using Microsoft Azure, which Microsoft Dynamics CRM is built on, and I know we prepaid for the services. For me as a consumer, I do not think I can afford it, mainly because I am only learning how to use the AI and the rate which they charge is high. In general, Microsoft solutions are expensive and this is most likely due to the brand, this is something you expect. However, the price might be high but you receive a highly secure solution.

What other advice do I have?

I recommend Microsoft Dynamics CRM to everyone. There are some improvements that can be made but overall it is functional.

I rate Microsoft Dynamics CRM a seven 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
Goncalo Valadas - PeerSpot reviewer
Principal Engineer at CRITICAL Software
Real User
Top 20
CRM that provides useful dashboards to track KPIs and other performance metrics
Pros and Cons
  • "The most useful feature that this solution provides is the ability to make dashboards for the business easily as our company is managed using KPIs and metrics."
  • "Overall, the solution could be made to be more user friendly."

What is our primary use case?

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.

What is most valuable?

The most useful feature that this solution provides is the ability to make dashboards for the business easily as our company is managed using KPIs and metrics. It provides accurate metrics about what we sold and our future pipelines. That's very important for the way we run our business.

What needs improvement?

Overall, the solution could be made to be more user friendly. 

For how long have I used the solution?

We have been using this solution for four years. 

What do I think about the stability of the solution?

This solution is stable. 

What do I think about the scalability of the solution?

This solution is scalable. 

Fortunately, our business has grown a lot but this has caused some user experience problems such as duplication of opportunities. However, the solution automatically picks up any of these instances and prevents multiple identical entries by different users. 

How was the initial setup?

I was not part of the initial setup but I believe it was straightforward. The deployment of the solution was quite easy and took one month. 

What other advice do I have?

The would recommend that those looking at using this solution take the time to explore it and configure it in the way it relates best to their business.

I would rate this solution a seven out of ten. 

Which deployment model are you using for this solution?

Private Cloud

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

Microsoft Azure
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Communication and Security Director at Nunsys S.L.
Real User
Good for sales and customer control and helps our organizations manage ticketing
Pros and Cons
  • "The solution is scalable."
  • "The performance could be improved."

What is our primary use case?

Our primary use case for the solution is sales control and customer control. Additionally, we are using it as a service desk to manage customer ticketing, and we have different cases.

What needs improvement?

The performance could be improved.

For how long have I used the solution?

We have been using the solution for fifteen 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?

The solution is scalable. Approximately 150 people are using the solution in our organization.

How was the initial setup?

The initial setup is straightforward.

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

I do not have information on licensing costs.

What other advice do I have?

I rate the solution an eight out of ten. The solution is good, but the performance can be improved.

Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
PeerSpot user
GabrielaDavila - PeerSpot reviewer
Snr Sales Account Manager at a tech services company with 201-500 employees
Real User
Effective management, reliable, and easy to use
Pros and Cons
  • "I like the fact that I can keep track of everything I do in relation to my own job."
  • "It is difficult to qualify opportunity in Microsoft Dynamics CRM."

What is most valuable?

I like the fact that I can keep track of everything I do in relation to my own job. 

I can associate what meeting with the documentation of the opportunity with which I am working.

We can interact with a large number of people and upload documentation of these opportunities. It is interesting.

What needs improvement?

It is difficult to qualify opportunity in Microsoft Dynamics CRM. If any salesperson uses information, their bosses, cannot measure it. This is something that could be an improvement.

Perhaps in the next release, there will be an opportunity to better qualify the opportunities. Introducing a company-defined process so we can measure better before investing resources in working on this opportunity. 

Also, more documentation about why you lose, because there is a cost of opportunity that we are not aware of.

For how long have I used the solution?

I have been using Microsoft Dynamics CRM for two and a half years.

It's Dynamics 365, but it's self-service. I'm not sure which version it is.

What do I think about the stability of the solution?

Microsoft Dynamics CRM is a stable product.

What do I think about the scalability of the solution?

Microsoft Dynamics CRM is scalable. The scalability of Microsoft Dynamics CRM is good.

This solution is used by approximately 25 people in my company. There are three managers and the rest are salespeople.

We don't have plans to increase the usage at this time.

How are customer service and support?

As partners with Microsoft, we have people within the company who are familiar with this platform. We have in-house support, so we don't have any issues with it.

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

Licensing fees are paid on a monthly basis.

What other advice do I have?

We are a Microsoft partner.

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