We use Microsoft Dynamics CRM for our day-to-day operations in our organization.
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?
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.
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.
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.

Project Lead at a computer software company with 201-500 employees
Good support, good ROI, and many integration tools
Pros and Cons
- "It is good for sales and service maintenance. It has various integration tools."
- "I am happy with it. If anything, its interface could be improved."
What is most valuable?
It is good for sales and service maintenance. It has various integration tools.
What needs improvement?
I am happy with it. If anything, its interface could be improved.
For how long have I used the solution?
I have been using it for the last four years.
What do I think about the stability of the solution?
Its stability is good.
What do I think about the scalability of the solution?
Its scalability is good.
How are customer service and support?
Their support is good. I'm happy with that. I would rate them a five out of five.
What was our ROI?
I have seen 30% to 40% ROI.
What other advice do I have?
It is a good platform for sales and service maintenance. I strongly recommend using it. Many integration tools are available, and various upgrades are coming. Its ROI is also good.
I would rate it a 10 out of 10.
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
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.
Marketing Manager at Idealsoft
Easy to use and performs well but integration could be improved
Pros and Cons
- "The most valuable feature is that it's easy to use and can work with any Microsoft solution without problems."
- "Better integration would be an improvement."
What is our primary use case?
My main use of this solution is to collect information from our other Microsoft solutions.
What is most valuable?
The most valuable feature is that it's easy to use and can work with any Microsoft solution without problems.
What needs improvement?
Better integration would be an improvement.
For how long have I used the solution?
I've been working with this solution for about ten years.
What do I think about the stability of the solution?
Dynamics CRM gives good performance.
What's my experience with pricing, setup cost, and licensing?
We have a yearly subscription for this solution.
What other advice do I have?
It's no problem to install additional software and other software models for Microsoft. I would recommend Dynamics CRM to anybody who wants to use it, and I'd rate it as seven 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
Account manager at a engineering company with 11-50 employees
Customizable, scalable, and reliable
Pros and Cons
- "One of the most useful features is we can configure Microsoft Dynamics CRM in the way that we need. This is configurable."
- "The installation was difficult. I'm not the person that implements the solution. However, to have the solution function in the correct way, the process can be difficult."
What is most valuable?
One of the most useful features is we can configure Microsoft Dynamics CRM in the way that we need. This is configurable.
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.
What do I think about the scalability of the solution?
I have found Microsoft Dynamics CRM easy to scale.
How was the initial setup?
The installation was difficult. I'm not the person that implements the solution. However, to have the solution function in the correct way, the process can be difficult.
What other advice do I have?
I think that Microsoft Dynamics CRM is a great solution, but they need to have a global vision about the use and the future. For example, how is this information are going to be exposed or shown in a Power BI? I have seen companies that use this solution, but they don't think in the right way. They don't think the solution is really beneficial. They need to organize the data in the right way for that information in the future could be used better. My recommendation is for others to make the right plan for the present and the future.
I rate Microsoft Dynamics CRM a nine out of ten.
Disclosure: My company has a business relationship with this vendor other than being a customer:
Entrepreneur at a comms service provider with 1,001-5,000 employees
Plenty of features, simple installation, and reliable
Pros and Cons
- "Microsoft Dynamics CRM has plenty of valuable features."
What is our primary use case?
Dynamics is a Customer Relationship Management (CRM) cloud solution. However, previously we mainly installed it on-premise for car dealers.
What is most valuable?
Microsoft Dynamics CRM has plenty of valuable features.
For how long have I used the solution?
I have used Microsoft Dynamics CRM within the past 12 months.
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?
I have found Microsoft Dynamics CRM to be scalable.
We have approximately 10 customers that are using this solution.
How was the initial setup?
The installation is straightforward. The average time for installation and commission of the solution is three months.
What about the implementation team?
We have a four-person team of mainly project managers and developers that do the implementation and maintenance of the solution.
What's my experience with pricing, setup cost, and licensing?
The price of the solution is good but could be cheaper.
What other advice do I have?
I rate Microsoft Dynamics CRM an eight out of ten.
Disclosure: My company has a business relationship with this vendor other than being a customer: Integrator
Project Assistant with 51-200 employees
Good tech support and an easy setup allows for a dynamic workflow and good integration with other Microsoft products
Pros and Cons
- "Technical support is completely good."
- "Dynamic's management could be improved. The tech management should have better technical capabilities."
What is our primary use case?
I mostly use the solution on the cloud for CRM purposes.
What is most valuable?
Microsoft Team allows for a very dynamic workflow and integrates well with other Microsoft platforms.
What needs improvement?
Dynamic's management could be improved. The tech management should have better technical capabilities.
For how long have I used the solution?
I have been using Microsoft Dynamics CRM for two years.
How are customer service and support?
Technical support is completely good.
How was the initial setup?
The initial setup was easy.
What about the implementation team?
I handled the initial setup on my own.
What other advice do I have?
We make use of the default and customized functions of the solution.
Microsoft products are in the same family as Power BI, RPI and Microsoft Project Management D365.
I rate Microsoft Dynamics CRM as an eight out of ten.
Which deployment model are you using for this solution?
Hybrid Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
RPA Practice Head at a tech services company with 501-1,000 employees
A straightforward setup, good pricing, and great technical support
Pros and Cons
- "The initial setup is pretty straightforward."
- "If there was a bit more automation, specifically for marketing tasks, that would be ideal."
What is our primary use case?
We primarily use the CRM for our leads and opportunities, and our client data.
How has it helped my organization?
Slowly, other departments are adopting a lot of the features we've been working with. Right now, it's only in sales and marketing, however, as the other departments adopt it, there will be a lot of streamlining.
What is most valuable?
The management and ability to process leads are the solution's most useful features. It makes it easy to maintain accounts and keep them up to date and relevant.
The interface is very good. It makes the product easy to use.
The price is pretty decent.
The initial setup is pretty straightforward.
The sales cycle is pretty great. Everything is at the tip of my fingers.
I have good visibility due to the excellent reporting.
The dashboard is great. From there I can click anywhere and see anything.
What needs improvement?
I've had a relatively good experience using the resolution. I'm not sure if there are any negative aspects of it.
If there was a bit more automation, specifically for marketing tasks, that would be ideal.
For how long have I used the solution?
We only just recently adopted the solution. We started using it about six months ago. It hasn't been a year yet.
What do I think about the stability of the solution?
The solution is Flash. I haven't seen any bugs or glitches on it. It's been pretty reliable. We don't have complaints in regards to stability.
What do I think about the scalability of the solution?
It's scalable. We've been able to ensure it grows with the company. It's been pretty easy to expand it as we need.
We have about 20-25 users on the product currently. They are all in sales and marketing. We'll be rolling it out to the greater company in the coming months.
How are customer service and technical support?
The technical support has been very good. We're quite satisfied. I would rate them ten out of ten. They are knowledgable and responsive when it comes to dealing with queries.
Which solution did I use previously and why did I switch?
I did previously use a different solution. This product is much better as it allows me to better process my leads and handle my sales cycle effectively. Everything I need is right there, accessible from the dashboard.
How was the initial setup?
The initial setup isn't too complex. We've found it to be rather straightforward. It's easy.
What's my experience with pricing, setup cost, and licensing?
The pricing is okay. It's not overly expensive.
What other advice do I have?
We're partners with Microsoft. We have a business relationship with them.
I'd like to let other companies know that this is a pretty cost-effective CRM and well worth considering.
Overall, I'd rate it nine out of ten. It does everything I need it to do and I can access anything from the dashboard. It's quite an effective CRM. Had they offered more automation, I would have given them perfect marks.
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
Project Manager at a financial services firm with 201-500 employees
We are able to effectively follow up on requests, ensuring all customer issues are resolved in a timely manner
Pros and Cons
- "We are able to effectively follow up on requests, ensuring all customer issues are resolved in a timely manner. This solution provides a platform where there is visibility of all customer interactions, with efficient follow-up."
What is our primary use case?
It is used for customer relationships. It is performing well.
How has it helped my organization?
The customer is the bedrock of every organization, and it is important the customers are always happy. Because all issues relating to customers are visible in the system, they are ultimately happy. When they are happier, they become our company's advocates. The solution is about ensuring an improved customer experience.
What is most valuable?
Since we started using this platform, we have been able to ensure all communications trials with our customers are documented. We are able to effectively follow up on requests, ensuring all customer issues are resolved in a timely manner. This solution provides a platform where there is visibility of all customer interactions, with efficient follow-up.
What needs improvement?
There is a feature called Social Listening. It enables the system to sniff out social interactions between our customers. With it, we are able to make informed decisions about the types of products and services to provide to customers.
The social listening feature is not embedded in the current version. We have to buy a separate license in order for it to be implemented. This feature should be embedded in the next release.
For how long have I used the solution?
Less than one year.
What do I think about the stability of the solution?
It is quite stable.
What do I think about the scalability of the solution?
It is very scalable once you understand the process. Though, there are limited applications that can be integrated with it.
We have been able to accommodate some of our legacy applications into the CRM software, which were not defaults in the functionality of the software by extending the software's functionality.
How are customer service and technical support?
We have local support. They are good partners with Microsoft. They have been providing adequate technical support. Our interactions with them have been fantastic.
Which solution did I use previously and why did I switch?
We had an existing solution, but it was locally implemented and did not have all the report features of a full-blown CRM software. We were not able to adequately track all interactions with our customers from all of the different channels. Therefore, we started searching for a new solution.
We chose Microsoft Dynamics CRM, because of the vendors, it was able to demonstrate its solution would fulfill our requirements. Also, integrations are easier with Microsoft Dynamics CRM. Ultimately, the vendor was able to demonstrate proficiency in being able to ensure that the solution would adequately meet our requirements.
How was the initial setup?
I was involved in the initial setup. It was pretty straightforward. We needed to provide the environment and basic server requirements. First, we set up the servers, next we test the environment, then we did the development.
What other advice do I have?
I rate it as an eight out of 10. It has been able to incorporate most of our processes. However, there is room for improvement.
I would tell a colleague searching for this type of solution that it is important to ensure that whatever solution you are trying to find, it is able to adequately fulfill at least most of your requirements. Microsoft Dynamics CRM is a software which is very scalable and technical. It should fit into the processes of most companies. It is a good choice.
One of the most important criteria is that we have referrals. We want to know if the vendor has previously implemented for a company similar to ours, e.g., in the same industry, because processes are industry specific. If this is the case, we want to get feedback from these referrals to know how long the implementation took, if they implemented it within their scope and in adequate time, and if they are gaining the expected value from the solution. We also want to know if the vendor has technical support.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.

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