The most valuable feature is the reporting tab.
Data Protection & Archiving Solution Architect at a tech services company with 51-200 employees
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?
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.
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Microsoft Dynamics CRM
August 2025

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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: My company does not have a business relationship with this vendor other than being a customer.

Account Manager at Liquidity X
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: My company does not have a business relationship with this vendor other than being a customer.
Buyer's Guide
Microsoft Dynamics CRM
August 2025

Learn what your peers think about Microsoft Dynamics CRM. Get advice and tips from experienced pros sharing their opinions. Updated: August 2025.
867,676 professionals have used our research since 2012.
Market Response Coordinator at a financial services firm with 201-500 employees
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
Technical Consultant at LinkDev
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.
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: My company does not have a business relationship with this vendor other than being a customer.
ICT Officer at Intelligent Skincareinc Inc.
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: My company does not have a business relationship with this vendor other than being a customer.
Project Manager at a financial services firm with 201-500 employees
Enables us to have a 360-degree view of all our customer interactions
Pros and Cons
- "It ensures that there's continuity, and you don't have to start asking the customer about what happened. From CRM, you can easily see all the interactions and events in the record and take it from there."
- "In terms of the performance, when it comes to loading a large volume of data, it's slow at times, so the system could be optimized."
What is our primary use case?
We use this solution for customer relationship management. It enables us to have a 360-degree view of all our customer interactions. We have various touch points and a call center that our customers call into. After every call, we log the interactions with the customer.
We also have customers that walk into our premises, and we attend to various requests like inquiries, requests, or complaints. After the interactions with the customer, we log the interactions. We also have email interactions with customers that are logged on the platform.
When you go to a customer's profile, you're able to see all communications with that customer based on the various touch points. Whether it's a phone call, whether they're coming into the office physically, or whether it's via emails, you're able to see all the interactions and keep a track of all events regarding that customer.
Anybody who looks at the customer profile is able to know what has transpired up until that point and proffer whatever solutions the customer requires based on their inquiries. It's been very helpful.
It's currently deployed on-prem, but we're planning to update to the cloud version.
There are about 125 people using this solution.
What is most valuable?
It's been very helpful in ensuring that we're able to provide the best of services and provide responses to whatever queries we get from all our customers. It ensures that there's continuity, and you don't have to start asking the customer about what happened. From CRM, you can easily see all the interactions and events in the record and take it from there.
We're also able to customize it for some of our core solutions. For example, we do benefit payments, so we're able to utilize the workflow part of that. We found out that when you initiate a benefits payment request, we're able to flow through the different approval stages. We're able to see and keep track of that on the system.
What needs improvement?
In terms of the performance, when it comes to loading a large volume of data, it's slow at times, so the system could be optimized. A lot of those things can be dependent on the kind of resources that you're using, but over time we've been able to scale on the resources and that has actually improved over time.
What do I think about the stability of the solution?
It's stable. It's better if you use it for the core function that it was meant for. When we used it for other processes, like our core processes, we found out that it was quite unstable. But the moment we took that process out, it became much more stable.
How are customer service and support?
Whenever we need to reach out to Microsoft, they're always there to provide required assistance.
How was the initial setup?
Setup was easy, especially when you have capable partners. The only thing is that when we use it for some of our very processor intensive processes, we found out that it couldn't handle that very effectively. We had to take that process out.
We try to maximize the functionality of the system. We have to do a lot of customizations initially for our core processes. CRM is really for managing customer interactions, so by the time you start using it for things that it's not meant for, then you won't get the best of it.
Deployment took about nine months because we used it for much more than customer relationship management. We used it for our core processes too. By bringing in those processes, they actually extended the project timeline. For the core CRM itself, implementation was done within four months.
What about the implementation team?
Our partners implemented the solution.
What's my experience with pricing, setup cost, and licensing?
The implementation depends on the number of licenses, as well as the partner who is also implementing. It also depends on the core processes you want to bring in. The cost depends on a number of factors, so whoever is implementing it will need to take that into consideration before it is done.
What other advice do I have?
I would rate this solution 8 out of 10.
I would absolutely recommend this solution to those who want to start using it. My advice is that you need to understand what the scope of the project is. What exactly do you want CRM to do? If it's for customers and to manage customer interactions, then it's going to perform excellently well.
If you're bringing in other processes into the solution outside of core CRM functionalities, then you need to ensure that the system is able to handle such processes. But when it comes to handling a large volume of data processing, there might be a drive on the system, but it handles its core functions adequately well.
Which deployment model are you using for this solution?
On-premises
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Principal Engineer at CRITICAL Software
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: My company does not have a business relationship with this vendor other than being a customer.
IT Telehealth Specialist at Clinical & Support Options
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.
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: My company does not have a business relationship with this vendor other than being a customer.

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