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.
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?
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.
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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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July 2025

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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
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

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