Microsoft Dynamics CRM Reviews

I manage projects that include use cases from finance. I take them from beginning to end and manage the expectations. One of our concerns is having a secure infrastructure. In-depth security is part of our design.

We do a lot of development for our clients that is specific to Microsoft Dynamics CRM.

The dashboard needs to be improved.

The real-time execution could be improved. In particular, there should be better security and performance within the cloud, at the edge level.

We have been using Microsoft Dynamics CRM for several years.

This is a scalable product but it takes time.

The technical support from Microsoft is good, although they are not reactive. It takes a long time to answer. This is unlike SAP, which works reactively. When you deal with SAP, the answers are very fast. With Microsoft, however, we have the same SLA but it takes more time to answer.

We also use SAP CRM.

I recommend using SAP CRM in all regions except for Africa. We use Microsoft Dynamics CRM in Africa because we did not have an SAP partner in the region. However, there is now a partner in North Africa, so we will be migrating all of the Microsoft Dynamics to SAP. That said, it will take time.

SAP is more scalable than Microsoft Dynamics CRM. SAP, however, is more expensive, although it provides more benefit to us.

The deployment is not complex. Microsoft is very good in this regard.

We may use a consultant for deployment because it takes time.

I would rate this solution a seven out of ten.

We use Microsoft Dynamics CRM for our opportunity tracking system. Anytime we have sales opportunities, we integrate the solution with our quoting software. The quote is generated and all the details flow into our Microsoft Dynamics CRM, which then builds our pipeline. We're able to integrate it with other Microsoft forms and our Dynamics SL Accounting system.

When a sale is made or an award is given it is entered into the Dynamics SL Accounting system and we filter the sales report which helps us do better forecasting for our financials for the year.

The most valuable features are the integration capabilities with other third-party software. It has an easy user interface and in terms of security, it has permission-based access for different users.

Microsoft Dynamics CRM is not that customizable, you can customize it, but a lot of it is still pre-built in a way that you have a lot of details in there that you don't need.

I have been using Microsoft Dynamics CRM for approximately three years. My company has been using the solution for approximately seven years.

The stability of Microsoft Dynamics CRM is fairly good, it doesn't tend to break, it has reliable access. We have a number of users all working remotely, it handles and balances the workloads.

There are some challenges with stability for Microsoft Dynamics CRM. However, we could not be fully utilizing the features to archive. For example, when using list items there is a lot of times we have data that goes in, and it just stays there. It's a manual process to remove some of the items. It would be good to have some kind of a better cleanup and archiving function.

I haven't dealt with the tech support. I know that Microsoft tends to be not the easiest to deal with. You have to keep paying more for higher levels of Premium Support instead of having support from the beginning.

The initial setup is somewhat complex.

We have received a high ROI from using Microsoft Dynamics CRM considering it's such a vital part of our organization's entire operations and its ability to consistently be upgraded to have new features and benefits and integrations with emerging software. 

I would rate Microsoft Dynamics CRM ROI value a nine out of ten.

We have a three-year ELA with all our Microsoft solutions and often we had to do a true-up which was approximately $1,000,000. Additionally, we pay approximately $2,500 a month for support.

My advice to others wanting to implement this solution is to make sure that they have a proper enterprise architecture. If you're starting out small, make sure you fully understand the different use cases, because you may end up overpaying for features that are never put into use.

I would recommend the professional services and training for implementation, to allow the staff to receive the knowledge of how to do some of the customizations. It does require some change management across the organization in terms of how to use fields, and all the different touchpoints. It's a pretty good database, it is not perfect, but it is the mid-range level solution. There are automation features that could improve, but with certain software, you can integrate to have it managed some automation in the background.

I rate Microsoft Dynamics CRM a seven out of ten.

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.

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.

I have been using Dynamics CRM for approximately two years.

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.

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.

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

I have previously used Service Desk.

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.

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.

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.

I am involved in sales, service, and project management projects using Microsoft Dynamics CRM. I use it for customer interactions and recommend it to my clients.

The integration of all data within Microsoft Dynamics CRM, including customer and lead management, is very beneficial. I find the sales system and operations, field service, and project service for the teams and managers to be significant for managing different customer interactions.

There is room for improvement in handling nonlinear sales processes and complex quoting. Also, improvements could be made in the customization needed for the order acceptance process and the sales afterward.

Since the year two thousand ten, I have been using the solution primarily from the customer side.

There could be improvements in their technical support, particularly regarding Microsoft Dynamics CRM.

Neutral

Setting up Microsoft Dynamics CRM is not always straightforward. It may require third-party extensions to effectively operate according to one's needs.

Partners often say, 'It's not in the product, but we can build it for you.' However, the success ratio is not very high, so finding the right partner is crucial.

Microsoft Dynamics CRM has contributed positively to customer retention.

The licensing model is considered affordable.

It is crucial to find partners offering the right kind of third-party extensions. I occasionally have to remind others that nonlinear sales and complex processes occur between customer order acceptance and sales completion, often requiring numerous customizations.

I'd rate the solution eight out of ten.

We use Microsoft Dynamics CRM for accounting and case tracking. It is deployed on the cloud.

Integration is the best feature of Microsoft Dynamics CRM. It integrates quickly across multiple apps and has a lot of APIs available that you can link to.

It's very customizable, so we're able to tailor it to a client's needs.

It would be a little bit easier if there were better ways to configure and modify native add-ins or plugins.

I've been using this solution for three years.

I would rate the solution's stability at eight out of ten.

I would rate Microsoft Dynamics CRM's scalability at ten out of ten.

I would rate technical support at seven on a scale from one to ten.

Neutral

On a scale from one to ten with one being expensive and ten being of great value, I would rate Microsoft Dynamics CRM at six on pricing.

My best advice would be to make sure that you understand the client's requirements before customizing the solution. Microsoft Dynamics CRM is highly customizable, but that's also a challenge because you will need to configure something.

Overall, I would rate this solution at eight out of ten.

The solution has a wide range of uses in addition to CRM. Currently, it is being used for finance project management, IT ticketing system, and capturing and monitoring strategic KPIs.

The solution is versatile and customizable.

The solution can be improved by reducing the customer service response time.

I have been using the solution for over a year.

The solution is stable.

The solution is scalable.

From my experience, the solution's tech support could improve with a quicker response time.

Neutral

If there is no customization the initial setup is straightforward, but it can become complicated depending on the level of customization required.

The cost varies on multiple factors including customization and the number of users.

I give the solution a seven out of ten.

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.

The performance could be improved.

We have been using the solution for fifteen years.

The solution is stable.

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

The initial setup is straightforward.

I do not have information on licensing costs.

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

We were using Microsoft Dynamics CRM in a facility management company for contract and customer relationship management.

The most valuable feature of Microsoft Dynamics CRM is the integration with Microsoft Office 365.

Microsoft Dynamics CRM could improve by making it easier to export data to SharePoint because most of our customers use SharePoint. They have to log into a Microsoft environment platform from their SharePoint for access should be made easier. Additionally, if the customer portal was enhanced for it to be customized it would be a benefit.

I have used Microsoft Dynamics CRM for approximately six months.

Microsoft Dynamics CRM is stable and accessible for businesses with approximately 50 users. These would be small to medium-sized companies.

Microsoft Dynamics CRM is scalable for the usage of my customers.

The departments that use the solution the most are customer service, business development, sales, and the back office for order processing.  

I have not needed to contact Microsoft Dynamics CRM directly. There is enough documentation available to do the installation without any hassles.

The initial setup of Microsoft Dynamics CRM is straightforward. The whole design and new deployment took between four to six months, which is easy deployment.

The customers that have Microsoft Office 365, the license price is competitive. It is competitive because the next solution above it is Salesforce, which is licensed quite high. The price annually was approximately $55 per user but we did a combination of users with some of them having the higher range of approximately $85.

My advice to others is they need to choose a capable consulting team because projects fail at a data level. We have to deal with data, and this is where the projects fail.

I rate Microsoft Dynamics CRM a nine out of ten.