vCIO at a computer software company with 11-50 employees
Real User
Top 20
Integrates quickly across multiple apps and is customizable
Pros and Cons
  • "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."

What is our primary use case?

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

What is most valuable?

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.

What needs improvement?

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

For how long have I used the solution?

I've been using this solution for three 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?

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

What do I think about the scalability of the solution?

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

How are customer service and support?

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

How would you rate customer service and support?

Neutral

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

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.

What other advice do I have?

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.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Terence Mupeti - PeerSpot reviewer
Technology Services Lead at MASA
Real User
A stable CRM solution that meets our requirements from a functionality point of view, but it could be more secure
Pros and Cons
  • "I like that Microsoft Dynamics CRM works, and it's been okay. I like that it is a stable solution. My main reason for using it is that it is stable and meets our requirements from a functionality point of view."
  • "It would be better if it were more secure."

What is our primary use case?

I have been using Microsoft Dynamics CRM to monitor the pipeline, keep up with leads, and manage the sales pipeline. I use it to make sure that we have logged our leads and followed up on them. 

What is most valuable?

I like that Microsoft Dynamics CRM works, and it's been okay. I like that it is a stable solution. My main reason for using it is that it is stable and meets our requirements from a functionality point of view.

What needs improvement?

It would be better if it were more secure.

For how long have I used the solution?

I have been using Microsoft Dynamics CRM for about ten years.

What do I think about the stability of the solution?

Microsoft Dynamics CRM is a stable solution. It is not like I compared it with something else, and I found it to be better or worse. I have just used it for my project, and it works. My main reason for using it is that it is stable and meets our requirements from a functionality point of view.

What do I think about the scalability of the solution?

It is not so much about it being scalable or user-friendly. It is just a tool that works for us. We have about eight users currently using this solution, and we plan to increase the number of users.

How was the initial setup?

The initial setup was straightforward. We have a service provider that maintains this solution for us.

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

My organization pays for the license, and I do not know how much it costs.

What other advice do I have?

I would recommend this solution to potential users. I do not have anything great to say about it, and neither do I have anything bad to say about it. It is a tool that is available, and I use it. 

On a scale from one to ten, I would give Microsoft Dynamics CRM a seven.

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.
PTM at Computer Network Systems
Real User
It's a complete tool that helps the company measure and track sales, orders, current customers, and the sales pipeline
Pros and Cons
  • "Dynamics is a complete tool that helps the company measure and track sales, orders, current customers, and the sales pipeline."
  • "The approvals component of Dynamics is complex. It isn't very easy to generate approvals between different departments."

What is our primary use case?

We use Dynamics to discover sales opportunities and follow up on closed orders. Its dashboard gives you visibility into the sales pipeline so you can conduct analysis and identify opportunities.

What is most valuable?

Dynamics is a complete tool that helps the company measure and track sales, orders, current customers, and the sales pipeline. We depend on CRM to govern our internal sales process. We use Dynamics daily for everything in the entire sales process, from importing customer registrations to issuing the invoice at closing. 

What needs improvement?

The approvals component of Dynamics is complex. It isn't very easy to generate approvals between different departments. Microsoft should also add some more features to the dashboard to improve visibility.

For how long have I used the solution?

We've been using Microsoft Dynamics for almost seven years.

What do I think about the stability of the solution?

Dynamics performs perfectly. There are no bugs or connectivity issues. Everything runs smoothly.

What do I think about the scalability of the solution?

Microsoft Dynamics is scalable. We have almost 400,000 users.

How are customer service and support?

We've never contacted Microsoft support. We handle support internally.

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

We previously used Oracle Business, but I don't remember much about it. Microsoft Dynamics is easier to use. Oracle's ARP was complicated. I prefer to work with Microsoft Dynamics.

How was the initial setup?

Setting up Dynamics is straightforward, to my knowledge, but I wasn't involved. I'm just a user.

What other advice do I have?

I would rate Microsoft Dynamics eight out of 10. It's easy to use, flexible, and you can get your reports instantly.

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?

Microsoft Azure
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
PeerSpot user
Founding Member /Technical Director at BonPro Information Systems
Real User
Top 5
Versatile and customizable
Pros and Cons
  • "The solution is versatile and customizable."
  • "From my experience, the solution's tech support could improve with a quicker response time."

What is our primary use case?

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.

What is most valuable?

The solution is versatile and customizable.

What needs improvement?

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

For how long have I used the solution?

I have been using the solution for over a year.

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.

How are customer service and support?

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

How would you rate customer service and support?

Neutral

How was the initial setup?

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

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

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

What other advice do I have?

I give the solution 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?

Microsoft Azure
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
PeerSpot user
Gaurav Chauhan - PeerSpot reviewer
Product manager at Indusface
Real User
Top 5
Reliable, scalable, and straightforward deployment
Pros and Cons
  • "The most valuable feature in Microsoft Dynamics CRM is funneling."
  • "Microsoft Dynamics CRM can improve by having integration with Slack. Additionally, the solution is incomplete, and we must use other solutions to fulfill our needs."

What is our primary use case?

We are using Microsoft Dynamics CRM mostly for team collaboration and customer information.

What is most valuable?

The most valuable feature in Microsoft Dynamics CRM is funneling.

What needs improvement?

Microsoft Dynamics CRM can improve by having integration with Slack. Additionally, the solution is incomplete, and we must use other solutions to fulfill our needs.

For how long have I used the solution?

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

What do I think about the stability of the solution?

Microsoft Dynamics CRM is stable.

What do I think about the scalability of the solution?

We have been able to extend the limits of Microsoft Dynamics CRM in the two years we have been using it.

We have approximately 500 users using this solution. Everyone at the company is using it. As our company grows we will increase the usage of the solution.

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

I have used many other solutions, such as Jira.

How was the initial setup?

The initial setup of Microsoft Dynamics CRM is straightforward.

What about the implementation team?

The deployment of the solution was done in-house.

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

We have deployed the cloud-based version and it is a subscription and the price is based on the number of users using it.

What other advice do I have?

We have approximately 10 IT support staff for this solution. The IT staff includes engineers and managers.

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: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Dinesh Parashar - PeerSpot reviewer
Practice Head- Epicor at coporateserve Solutions pvt. ltd.
Reseller
Top 5
Performs well, scalable, but priced high
Pros and Cons
  • "The most valuable feature of Microsoft Dynamics CRM is its performance."
  • "The price of Microsoft Dynamics CRM could improve."

What is our primary use case?

I have not used the solution, but it can be used for customer relationship management.

What is most valuable?

The most valuable feature of Microsoft Dynamics CRM is its performance.

What needs improvement?

The price of Microsoft Dynamics CRM could improve.

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?

The stability of Microsoft Dynamics CRM is good.

What do I think about the scalability of the solution?

Microsoft Dynamics CRM is scalable. I have not used the solution, but my clients tell me it is scalable.

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

Microsoft Dynamics CRM's price is too high.

What other advice do I have?

I would recommend this solution to others.

I rate Microsoft Dynamics CRM a seven out of ten.

Disclosure: My company has a business relationship with this vendor other than being a customer:
PeerSpot user
Michalis Evripidou - PeerSpot reviewer
Payment Specialist at a wholesaler/distributor with 51-200 employees
Real User
Top 5Leaderboard
It's a user-friendly solution that helps us call our clients and verify their information
Pros and Cons
  • "Microsoft Dynamics is user-friendly and intuitive. It's easy to understand how it works."
  • "Microsoft Dynamics could have better note-taking capabilities. It should have more preset options where you enter notes by clicking a box instead of writing them out."

What is our primary use case?

We use Microsoft Dynamics to call the client and verify their information.

What is most valuable?

Microsoft Dynamics is user-friendly and intuitive. It's easy to understand how it works. 

What needs improvement?

Microsoft Dynamics could have better note-taking capabilities. It should have more preset options where you enter notes by clicking a box instead of writing them out. 

For how long have I used the solution?

I've been using Dynamics for two years.

What do I think about the stability of the solution?

Dynamics CRM is highly stable.

What do I think about the scalability of the solution?

The scalability is great. We have approximately 100 people using Dynamics at my company.

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

I'm not sure why we switched to Dynamics, but it's one of the most popular CRM programs that many companies use.

What other advice do I have?

I rate Microsoft Dynamics CRM eight out of 10. I'd say go for it. It's user-friendly, and I believe it's reasonably priced.

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
it_user5817 - PeerSpot reviewer
Director of Architecture/Design at a individual & family service with 10,001+ employees
Real User
Easy and fast to implement. Very flexible. But complicated to manage when using with Outlook and SharePoint.

Valuable Features:

Easy and fast to implement. Very flexible to be able to meet our business needs. Low cost licensing.

Room for Improvement:

Mobile requires a 3rd party. More complicated to manage when using with Outlook and SharePoint.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
it_user1068 - PeerSpot reviewer
it_user1068Tech Support Staff at a tech company with 51-200 employees
Vendor

I do agree with this author. In fact, according to my experience and point of view, Microsoft Dynamics is the best CRM (Customer Relationship Management) tool in the market. However, just like any other program, a user must be armed with the right knowledge and skills to use it to the maximum.

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.