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.
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?
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.
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October 2025
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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: My company does not have a business relationship with this vendor other than being a customer.
Snr Sales Account Manager at a tech services company with 201-500 employees
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: My company does not have a business relationship with this vendor other than being a customer.
Buyer's Guide
Microsoft Dynamics CRM
October 2025
Learn what your peers think about Microsoft Dynamics CRM. Get advice and tips from experienced pros sharing their opinions. Updated: October 2025.
872,922 professionals have used our research since 2012.
Portfolio Strategiest at a computer software company with 1,001-5,000 employees
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: My company does not have a business relationship with this vendor other than being a customer.
Sales Manager at Arrow Electronics
Interface and overall dashboard could improve
Pros and Cons
- "The solution is stable."
- "The solution could have better dashboards and the Microsoft operating system could be more intuitive."
What is our primary use case?
The purpose of Microsoft Dynamics CRM is to keep track of opportunities. This is its only purpose, for customer relationship management.
What needs improvement?
The solution could have better dashboards and the Microsoft operating system could be more intuitive.
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?
The solution is stable.
How are customer service and support?
I have not used technical support.
What other advice do I have?
I would not recommend this solution to others, it is not a good tool.
I rate Microsoft Dynamics CRM a three out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PTM at Computer Network Systems
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
Operational Risk Analyst at a financial services firm with 5,001-10,000 employees
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: My company does not have a business relationship with this vendor other than being a customer.
Assistant Director at a tech services company with 501-1,000 employees
Effective low code platform, responsive support, and high availability
Pros and Cons
- "The most valuable feature of Microsoft Dynamics CRM is that it is a low-code platform and we can perform business process management."
- "Microsoft Dynamics CRM can improve the integration with the other system. If they have more flexibility to connect with another system it will be more effective."
What is our primary use case?
We use Microsoft Dynamics CRM with our chain management and internal project team to identify the areas to improve our workflow.
What is most valuable?
The most valuable feature of Microsoft Dynamics CRM is that it is a low-code platform and we can perform business process management.
What needs improvement?
Microsoft Dynamics CRM can improve the integration with the other system. If they have more flexibility to connect with another system it will be more effective.
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?
I rate the stability of Microsoft Dynamics CRM a nine out of ten.
What do I think about the scalability of the solution?
We have approximately 200 users using the solution.
I rate the scalability of Microsoft Dynamics CRM an eight out of ten.
How are customer service and support?
The support has been responsive and helpful.
I rate the support of Microsoft Dynamics CRM a ten out of ten.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
I have previously used Oracle CRM. Microsoft Dynamics CRM operates more smoothly than Oracle does because we are using Microsoft SaaS.
How was the initial setup?
The initial setup of Microsoft Dynamics CRM is not complex.
What's my experience with pricing, setup cost, and licensing?
The solution is expensive.
I rate the price of Microsoft Dynamics CRM a four out of ten.
What other advice do I have?
We have approximately three people for the maintenance of the solution.
I rate We are using Microsoft Dynamics CRM an eight out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Product manager at Indusface
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: My company does not have a business relationship with this vendor other than being a customer.
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Updated: October 2025
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