We use Microsoft Dynamics CRM to record the pipeline and activities.
Solution Consultant at a tech services company with 11-50 employees
Stable enough and has a good pipeline management feature
Pros and Cons
- "My access to Microsoft Dynamics CRM is limited, so I can only access the feature of registering the pipeline and activities. That feature is enough for me to do the job, and is what I find most valuable in the solution."
- "Microsoft Dynamics CRM is operational enough, in terms of frequency, but an area for improvement would be its dashboard. Currently, it's widget-like, so hopefully, it could be improved, particularly to allow you to create a custom dashboard using a query. A custom dashboard would make the solution better and is an additional feature I'd like to see in the next release of Microsoft Dynamics CRM because right now, it only has a default dashboard, but maybe my account has limited access, so I can only see the default version of the dashboard."
What is our primary use case?
What is most valuable?
My access to Microsoft Dynamics CRM is limited, so I can only access the feature of registering the pipeline and activities. That feature is enough for me to do the job, and is what I find most valuable in the solution.
What needs improvement?
Microsoft Dynamics CRM is operational enough, in terms of frequency, but an area for improvement would be its dashboard. Currently, it's widget-like, so hopefully, it could be improved, particularly to allow you to create a custom dashboard using a query. A custom dashboard would make the solution better and is an additional feature I'd like to see in the next release of Microsoft Dynamics CRM because right now, it only has a default dashboard, but maybe my account has limited access, so I can only see the default version of the dashboard.
For how long have I used the solution?
I've been using Microsoft Dynamics CRM since I joined the company. I've been using it for around two years now.
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What do I think about the stability of the solution?
Microsoft Dynamics CRM is a stable solution. The stability of the solution is enough for me, and I haven't seen the server being down. So far, Microsoft Dynamics CRM is okay in terms of stability.
How are customer service and support?
My company has a dedicated IT team, specifically an internal MIT team that takes care of issues with Microsoft, so the MIT team is responsible for contacting the Microsoft Dynamics CRM support team.
Which solution did I use previously and why did I switch?
Before I joined my current company, I used Salesforce CRM.
What's my experience with pricing, setup cost, and licensing?
I'm not aware of the pricing for Microsoft Dynamics CRM.
What other advice do I have?
I'm not an implementer. My role here in the company is presales.
Over a hundred people use Microsoft Dynamics CRM in the company, and it's a solution that's used every day. Users are product managers and people from the channel and delivery teams. I have no information if the company plans to increase usage of the solution.
My advice to people looking into using Microsoft Dynamics CRM is that it's a good solution because if you're in a Microsoft environment, the solution has compatibility with different Microsoft products and features such as Office, Outlook, etc.
My rating for Microsoft Dynamics CRM is eight out of ten.
My company is a customer or user of the solution.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Practice Head- Epicor at coporateserve Solutions pvt. ltd.
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.
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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.
Payment Specialist at a wholesaler/distributor with 51-200 employees
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.
CEO at Top-IT Solutions Ltd
Flexible, simple installation, but expensive
Pros and Cons
- "The most valuable feature of Microsoft Dynamics CRM is the flexibility with Microsoft Office 365."
- "The overall price of Microsoft Dynamics CRM could improve."
What is our primary use case?
Microsoft Dynamics CRM is used for planning.
What is most valuable?
The most valuable feature of Microsoft Dynamics CRM is the flexibility with Microsoft Office 365.
What needs improvement?
The overall price of Microsoft Dynamics CRM could improve.
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 a stable solution.
What do I think about the scalability of the solution?
I have found Microsoft Dynamics CRM to be scalable.
We have more than 10 people in our organization using this solution.
How was the initial setup?
The initial installation of Microsoft Dynamics CRM is not difficult.
What about the implementation team?
We did the implementation of Microsoft Dynamics CRM.
What's my experience with pricing, setup cost, and licensing?
The annual license for Microsoft Dynamics CRM could be reduced, it is expensive.
What other advice do I have?
I would recommend this solution to others.
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.
Sr. Enterprise Account Executive at a tech services company with 51-200 employees
Integrates well, stable, but could be easier to use
Pros and Cons
- "Microsoft Dynamics CRM has good integration with the Microsoft Stack of solutions. However, the Salesforce ecosystem is stronger."
- "There are more people using Salesforce. Therefore, there are more partners, and applications for it, and is easier to use."
What is our primary use case?
I was using Microsoft Dynamics CRM for customer relations and sales.
What is most valuable?
Microsoft Dynamics CRM has good integration with the Microsoft Stack of solutions. However, the Salesforce ecosystem is stronger.
What needs improvement?
There are more people using Salesforce. Therefore, there are more partners, and applications for it, and is easier to use.
For how long have I used the solution?
I have been using Microsoft Dynamics CRM for approximately five years.
What do I think about the stability of the solution?
Microsoft Dynamics CRM is a stable solution. We never had any problems, it was always running well.
What do I think about the scalability of the solution?
The scalability of Microsoft Dynamics CRM is good.
How are customer service and support?
The support from Microsoft would improve. Most of the time of the day is terrible. We use a third-party vendor to handle issues we have.
Which solution did I use previously and why did I switch?
I have previously used Salesforce. Microsoft Dynamics CRM is a little bit different than Salesforce, but they're competing well. Microsoft Dynamics CRM was not a bad solution.
How was the initial setup?
Microsoft Dynamics CRM's initial setup was simple.
What other advice do I have?
I rate Microsoft Dynamics CRM a seven out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Software Procurement at Bytes & Pieces
Reasonably priced and user-friendly solution
Pros and Cons
- "The most valuable feature is that because this solution uses the cloud, you only have to install it and allocate it to a user, making it quite easy to use."
- "Sometimes Microsoft's support can be difficult to contact, and it can take a while to get a response to a ticket."
What is most valuable?
The most valuable feature is that because this solution uses the cloud, you only have to install it and allocate it to a user, making it quite easy to use.
For how long have I used the solution?
I've been using this solution for about two 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?
Dynamics CRM is scalable.
How are customer service and support?
Sometimes Microsoft's support can be difficult to contact, and it can take a while to get a response to a ticket.
How was the initial setup?
The initial setup was easy and took no more than a day.
What's my experience with pricing, setup cost, and licensing?
Dynamics CRM's pricing is fair.
What other advice do I have?
I would recommend this solution to others thinking of implementing it, and I give it a nine 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.
Technology Services Lead at MASA
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: My company does not have a business relationship with this vendor other than being a customer.
Office Administrator at a transportation company with 11-50 employees
Reliable, easy to use, but more built-in reports needed
Pros and Cons
- "The most valuable feature of Microsoft Dynamics CRM is its ease of use."
- "Microsoft Dynamics CRM could improve the built-in reports. The ones that are included are pretty generic unless you subscribe to Microsoft BI, which is an extra fee. They should offer the reports without having to purchase a separate subscription for Microsoft BI. However, the reports in Microsoft BI are fantastic."
What is our primary use case?
We use Microsoft Dynamics CRM for our day-to-day operations in our organization.
How has it helped my organization?
Microsoft Dynamics CRM has improved our organization by being allowing us to be more organized.
What is most valuable?
The most valuable feature of Microsoft Dynamics CRM is its ease of use.
What needs improvement?
Microsoft Dynamics CRM could improve the built-in reports. The ones that are included are pretty generic unless you subscribe to Microsoft BI, which is an extra fee. They should offer the reports without having to purchase a separate subscription for Microsoft BI. However, the reports in Microsoft BI are fantastic.
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 a fairly reliable solution. There's been the odd issue here and there, where for some reason it just doesn't want to load, but our IT department managed to fix it.
What do I think about the scalability of the solution?
I don't think we've used Microsoft Dynamics CRM long enough to know how well it will work as the company scales in size.
We have approximately five people using the solution in my organization.
How are customer service and support?
I have not used technical support.
Which solution did I use previously and why did I switch?
We previously QuickBooks and Microsoft Office suite.
How was the initial setup?
The initial installation is complex. It was a while before we had the solution up and running.
What about the implementation team?
We used a consultant to do the implementation of the solution.
What other advice do I have?
I would advise others Microsoft Dynamics CRM is not a quick solution. It takes a long time and you have to make sure a lot of your technology is up-to-date, such as recent servers that are capable of running it with enough memory. They need to prepare themselves that it isn't a quick process to get working.
I rate Microsoft Dynamics CRM a seven out of ten.
My rating is based on the technical issues we had getting the solution up and running and the lackluster features, such as reporting. However, everything else is good.
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.
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