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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.

Buyer's Guide
Microsoft Dynamics CRM
May 2025
Learn what your peers think about Microsoft Dynamics CRM. Get advice and tips from experienced pros sharing their opinions. Updated: May 2025.
856,873 professionals have used our research since 2012.

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.
PeerSpot user
Michalis Evripidou - PeerSpot reviewer
Payment Specialist at a wholesaler/distributor with 51-200 employees
Real User
Leaderboard
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: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Buyer's Guide
Microsoft Dynamics CRM
May 2025
Learn what your peers think about Microsoft Dynamics CRM. Get advice and tips from experienced pros sharing their opinions. Updated: May 2025.
856,873 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: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Goncalo Valadas - PeerSpot reviewer
Principal Engineer at CRITICAL Software
Real User
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.
PeerSpot user
Janne Patovirta - PeerSpot reviewer
Sales Manager at Arrow Electronics
Reseller
Top 10
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.
PeerSpot user
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
reviewer1688787 - PeerSpot reviewer
Knowledge and associate at a consultancy with 1,001-5,000 employees
Real User
Beneficial functionality, good user interface, and easy to use
Pros and Cons
  • "Microsoft Dynamics CRM is easy to use, the UI is very good, and it has many capabilities."
  • "The solution could improve by having better integration documentation."

What is our primary use case?

Microsoft Dynamics CRM can do a lot of things related to management within a company. For example, it can manage transactions or bookkeeping.

What is most valuable?

Microsoft Dynamics CRM is easy to use, the UI is very good, and it has many capabilities. 

What needs improvement?

The solution could improve by having better integration documentation.

For how long have I used the solution?

I have been using Microsoft Dynamics CRM since it was released which has been many years.

What do I think about the scalability of the solution?

We have approximately 100 customers using this solution.

How was the initial setup?

The installation is straightforward.

What about the implementation team?

We have a team of 10 engineers and administrators that do the implementation and maintenance of the solution.

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

There is a license required to use Microsoft Dynamics CRM.

What other advice do I have?

I would recommend this solution.

I rate Microsoft Dynamics CRM an eight out of ten.

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
PeerSpot user
reviewer1679265 - PeerSpot reviewer
Solutions Architect at a tech vendor with 501-1,000 employees
Real User
Stable, reliable, and robust
Pros and Cons
  • "The stability is excellent."
  • "The mobile side of the product doesn't look that great right now."

What is our primary use case?

I have an embedded power app that's launched through Dynamics. I use it almost every day. I don't use any Dynamics features. I go straight to my ISV plugin and that's all.

What is most valuable?

For what I'm using it for it's great.

It's a pretty robust product.

I don't use any Dynamics features. I go straight to my ISV plugin and that's all. I just like this part of the Microsoft stack.

The stability is excellent. It's reliable.

What needs improvement?

The product can be a bit expensive, especially for a smaller organization.

I wouldn't want to change any aspect of the product.

The mobile side of the product doesn't look that great right now. It doesn't seem to render. It's the responsiveness across different devices, from light testing, just seemed kind of off. It seems like it really needs to identify when it's on a mobile device and minimize the view. It kind of just does a web page type of thing and it's just really difficult to use. From just the short time I've seen it, I'm not sure how anybody would ever be able to use it.

For how long have I used the solution?

I've been using the solution from a demo. I've used it in the last few months.

What do I think about the stability of the solution?

The solution is rock solid and very stable. It's reliable. There are no bugs or glitches. It doesn't crash or freeze. It's excellent. 

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

It's kind of pricey. It's about $50 or $60 per user. I have never been on the sales side of it or watched the organization from a licensing perspective. I don't know if it's higher or lower than what else is available. If I was a small business, that price would be too high for me if I was going to run it for my own practice as an individual. I'd either not use it or use something else - maybe something that's cheaper or supports just what I need. 

What other advice do I have?

We are an ISV partner, an independent software vendor through Microsoft, and we can publish applications directly to the Dynamics store.

I've been very happy with the solution. I'd rate it at a ten out of ten.

Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
PeerSpot user
Buyer's Guide
Download our free Microsoft Dynamics CRM Report and get advice and tips from experienced pros sharing their opinions.
Updated: May 2025
Buyer's Guide
Download our free Microsoft Dynamics CRM Report and get advice and tips from experienced pros sharing their opinions.