Microsoft Dynamics CRM Valuable Features
reviewer2305767
CISO at a financial services firm with 501-1,000 employees
One of the valuable features of Microsoft Dynamics CRM is its intuitive interface that allows customizations, enabling me to tailor views and menus according to my day-to-day needs. Additionally, the collaboration features, backend storage integration with OneDrive, and the security features, including Azure integration, 2FA, and reporting audit trails, are also notable. Its ability to offer a customizable experience by allowing me to define what I see and interact with daily is beneficial, particularly in comparison to more rigid systems. The backend storage integrates seamlessly with OneDrive, and the solution offers robust security features, including Azure integration, two-factor authentication (2FA), and comprehensive audit trails.
View full review »DM
Darrin Murray
Head of Digital Transformation at Simplified Consulting
The most valuable feature of Microsoft Dynamics CRM is its integration with Outlook and other Microsoft products like Microsoft 365, which includes emails, Teams, and SharePoint. The automation capabilities through integration with Microsoft Power Automate are also valuable, allowing us to create workflows that trigger approval processes. Additionally, the AI module, Copilot for Sales, which uses Microsoft Copilot, is integrated heavily into Dynamics for Sales, assisting in drafting emails and querying sales figures.
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Pawel-Gawronski
Enterprise Architect at BEC
The features that have significantly improved effectiveness are the verification of value streams, mapping to products, total cost of ownership, and automation, which improves time delivery and quality.
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Microsoft Dynamics CRM
June 2025
Learn what your peers think about Microsoft Dynamics CRM. Get advice and tips from experienced pros sharing their opinions. Updated: June 2025.
860,632 professionals have used our research since 2012.
Govind Narasimhan
Senior Enterprise Architect at a tech consulting company with 10,001+ employees
For me, the most helpful functionalities in Microsoft Dynamics CRM are customer engagement, contact management, opportunity management, and order management. The service management features, including ticket management and handling complaints from the call center, are also very useful. One of the key benefits is the faster time to market, as it allows for quicker product delivery and better customer management. The tool also improves customer interaction through the service center, leading to better adherence to KPIs.
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Arun Srivastav
CEO at Planfirma Technologies Private Limited
The most valuable feature of Microsoft Dynamics CRM is the campaign feature. The solution's campaign feature allows you to collate a group of customers and the frequency of email notifications sent to them. You can put an advertising budget for a series of customers, whereby high net-worth individuals will be marketed for high-end products.
Low-end customers will be in a different campaign. So, we run campaigns on different sectors of customers.
One of the solution's good features is integration because it directly integrates with Microsoft tools. Microsoft Office 365 and Microsoft Teams are built into it. The solution gives a varied network of text and email gateways, which are already integrated and come with the package.
reviewer2035074
Data Scientist at a financial services firm with 11-50 employees
The CRM is very fast, which is the most important aspect, and it's very handy. I have implemented some good automation. The cost should be more flexible for smaller organizations. I can add multiple custom fields. I can also create fields and customize them according to my needs.
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Amjad Edris
Technical Support Engineer at Netco Security Solutions
I like the way we can process and store data, fetch and execute commands. All of these details make it a very useful tool to speed up processes against the database.
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Cirvesh-Daga
Director at T-Systems International GmbH
The UI is very intuitive. So, ease of use is definitely important.
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Giuseppe Innamorato
Senior Client Director at Alkemy digital_enabler
The solution is easy to use and stable. It offers a 360-degree view of your customers. It allows you to track interactions, giving you full visibility into customer habits and behavior
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Rishabh Chhajer
Head IT at Dhani
Compared to other partners, the most valuable aspect of Microsoft Dynamics CRM is its intuitive APIs, which are customizable and allow for the addition of multiple parameters and attributes. This feature enhances the purpose call in our services. Additionally, the learning curve for contact center agents using Microsoft Dynamics CRM is shorter than with other solution providers. Finally, the commercial aspects of Microsoft Dynamics CRM are superior to those of other solution providers.
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Diana Silva
Marketing Assistant at Izertis
The most valuable features of Microsoft Dynamics CRM are all the filters and possible reports. Microsoft Dynamics CRM provides better knowledge, better control, and better reports. The solution improves your internal analysis and tells where and when you have to improve your strengths in your team or sales effort. It also informs you which business units need more attention and which ones are good.
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Paul Olaleru
Business Development Manager at Artech2000
The most valuable feature of Microsoft Dynamics CRM has to be its interface. The product helps with the step-by-step process of engaging clients and moving them from opportunities to paying clients. The product also makes it possible for us to classify and practicalize our target market allowing us to ultimately be able to focus on those customers who show interest in a product or service.
Ricardo Elorza
Expert IT Solution Architect at Nestle
When you have a vanilla, straightforward version, it is easy to use.
Since it is Microsoft it runs the same interfaces as, for example, Office, Sharepoint, et cetera. The UI is standard which makes it easier to use, rather than introducing something with a completely different look and feel, like SAP.
A straightforward setup is pretty simple.
Technical support is good.
The pricing is reasonable.
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Sushil Shankar
Head - Strategic Business Partnerships at Aufait Technologies
The solution works well with Azure, and we also have Sharepoint. It integrates well with other Microsoft products. We enjoy the interconnectivity on offer. We like that it's just one environment.
The product is stable.
It can scale well.
Microsoft partners can use the solution for free.
There are a lot of modules, and therefore, there is a lot of configurability and customization.
View full review »SR
Shahid Rana
Senior Manager at Arcana
Microsoft Dynamics CRM has the same features as Salesforce CRM, but what I like about the solution is that it's customizable. It's also one of the top-rated CRMs in the market.
I also like that the coverage system of Microsoft Dynamics CRM is very, very broad, which means you can do a lot with it versus what you can do with Salesforce CRM.
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Daniel_Thomas
CRM Analytics Lead-Consumer Insights at a retailer with 1,001-5,000 employees
The way it effectively works with the array of other Microsoft tools, such as Azure, is valuable. It works very well with the use of data linking and things like that. Overall, it is a great overall tool to have an effective understanding of the transactional background of each of our customers.
Nikhil Kurup
Asst. Manager Strategic Marketing, Microsoft Partnership at Nous Infosystems
Microsoft Dynamics CRM allows you to create reports and download Excel. Integration with other Microsoft tools is a good feature of Microsoft Dynamics CRM.
View full review »EV
ErkanVarol
IT manager at Koleksiyon
The product is quite good. The product is user-friendly.
View full review »ML
Marcos Luján
Salesman at Manacor
The solution's most valuable feature is its ability to store all the information in one application. Also, it allows me to check what my colleagues are doing on their systems. Along with this, it facilitates a communication platform with the customers.
View full review »AM
AMalik
Solution Architecht at Saas Plaza
Microsoft Dynamics CRM is a comprehensive solution and is well-integrated into other Microsoft solutions, including ERP solutions. Additionally, it is feature-rich.
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Cameo Mbowane
Chief Executive Officer at Customersoft Innovation
The most valuable feature of Microsoft Dynamics CRM is the integration with Microsoft Office 365.
View full review »reviewer1049817
VP Sales Head at a computer software company with 10,001+ employees
Microsoft Dynamics CRM brings the most value in terms of its ease of implementation. It was a big issue earlier, but now they've made it very simple to implement.
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Tushar Rahatekar
Sr. Systems Analyst at a maritime company with 10,001+ employees
I found all the usual CRM features valuable in Microsoft Dynamics CRM, e.g. customer registration, customer complaints management, customer contract management, etc.
The system is also very easy to use. Its UI is very nice, e.g. with Microsoft products, the UI is close to being the best, while products from competitors have the worst UI.
View full review »reviewer2598102
CISO/FG at a educational organization with 5,001-10,000 employees
The flexible design is highly usable, and I have seen time-saving benefits from using this solution.
View full review »reviewer1680066
Data Protection & Archiving Solution Architect at a tech services company with 51-200 employees
The most valuable feature is the reporting tab.
View full review »IL
Irene Leonidou
Account Manager at Liquidity X
Dynamics is easy to use. There are several fields I can filter.
View full review »reviewer2011371
Market Response Coordinator at a financial services firm with 201-500 employees
The feature I like best in Microsoft Dynamics CRM is being able to market to segments instead of choosing individual people to market to.
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TarekYehia
Technical Consultant at LinkDev
It's good. It works well. It integrates well with Microsoft tools.
The initial setup is very easy.
It is scalable.
The solution has been stable.
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Gary Cook
Executive at Empowered Analytics
The most valuable features of Microsoft Dynamics CRM are its easy operations and functionality.
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Roymell Santos
ICT Officer at Intelligent Skincareinc Inc.
Right now we're using the financial features, and we haven't tried the inventory. It's useful more on the financial side.
View full review »SB
Segun Babalola
Project Manager at a financial services firm with 201-500 employees
It's been very helpful in ensuring that we're able to provide the best of services and provide responses to whatever queries we get from all our customers. It ensures that there's continuity, and you don't have to start asking the customer about what happened. From CRM, you can easily see all the interactions and events in the record and take it from there.
We're also able to customize it for some of our core solutions. For example, we do benefit payments, so we're able to utilize the workflow part of that. We found out that when you initiate a benefits payment request, we're able to flow through the different approval stages. We're able to see and keep track of that on the system.
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Benoit Tellier
IT Telehealth Specialist at Clinical & Support Options
The most valuable features of Microsoft Dynamics CRM are the accessibility of the service because we can access it either in the office or when we're out in the field.
View full review »reviewer1439424
Technology, Tools, & Solutions - Program Manager at a consultancy with 501-1,000 employees
The most valuable features are the integration capabilities with other third-party software. It has an easy user interface and in terms of security, it has permission-based access for different users.
View full review »SO
Somadina Leo
Operational Risk Analyst at a financial services firm with 5,001-10,000 employees
I have used many Microsoft solutions and I am comfortable using the solution. Additionally, it is secure.
View full review »TM
Tim
Owner at Numex BV
The integration of all data within Microsoft Dynamics CRM, including customer and lead management, is very beneficial. I find the sales system and operations, field service, and project service for the teams and managers to be significant for managing different customer interactions.
View full review »reviewer2027961
vCIO at a computer software company with 11-50 employees
Integration is the best feature of Microsoft Dynamics CRM. It integrates quickly across multiple apps and has a lot of APIs available that you can link to.
It's very customizable, so we're able to tailor it to a client's needs.
View full review »JF
Jabu Fihla
Founding Member /Technical Director at BonPro Information Systems
The solution is versatile and customizable.
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GabrielaDavila
Snr Sales Account Manager at a tech services company with 201-500 employees
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.
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Michalis Evripidou
Payment Specialist at a wholesaler/distributor with 51-200 employees
Microsoft Dynamics is user-friendly and intuitive. It's easy to understand how it works.
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Goncalo Valadas
Principal Engineer at CRITICAL Software
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.
View full review »ME
Mohamed El Mashrafi
PTM at Computer Network Systems
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.
View full review »reviewer1688787
Knowledge and associate at a consultancy with 1,001-5,000 employees
Microsoft Dynamics CRM is easy to use, the UI is very good, and it has many capabilities.
View full review »reviewer1679265
Solutions Architect at a tech vendor with 501-1,000 employees
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.
View full review »reviewer1405653
Assistant Director at a tech services company with 501-1,000 employees
The most valuable feature of Microsoft Dynamics CRM is that it is a low-code platform and we can perform business process management.
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Gaurav Chauhan
Product manager at Indusface
The most valuable feature in Microsoft Dynamics CRM is funneling.
View full review »RS
Rio Satriyo
Solution Consultant at a tech services company with 11-50 employees
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.
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Dinesh Parashar
Practice Head- Epicor at coporateserve Solutions pvt. ltd.
The most valuable feature of Microsoft Dynamics CRM is its performance.
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MirziyodMirsaatov
CEO at Top-IT Solutions Ltd
The most valuable feature of Microsoft Dynamics CRM is the flexibility with Microsoft Office 365.
View full review »reviewer1233099
Sr. Enterprise Account Executive at a tech services company with 51-200 employees
Microsoft Dynamics CRM has good integration with the Microsoft Stack of solutions. However, the Salesforce ecosystem is stronger.
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Samaiea Fernandes
Software Procurement at Bytes & Pieces
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.
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Terence Mupeti
Technology Services Lead at MASA
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.
View full review »reviewer1798299
Office Administrator at a transportation company with 11-50 employees
The most valuable feature of Microsoft Dynamics CRM is its ease of use.
View full review »reviewer1183227
Project Lead at a computer software company with 201-500 employees
It is good for sales and service maintenance. It has various integration tools.
Sergiy Ustenko
Marketing Manager at Idealsoft
The most valuable feature is that it's easy to use and can work with any Microsoft solution without problems.
View full review »reviewer1717416
Account manager at a engineering company with 11-50 employees
One of the most useful features is we can configure Microsoft Dynamics CRM in the way that we need. This is configurable.
View full review »reviewer1691898
Entrepreneur at a comms service provider with 1,001-5,000 employees
Microsoft Dynamics CRM has plenty of valuable features.
View full review »reviewer830280
Project Assistant with 51-200 employees
Microsoft Team allows for a very dynamic workflow and integrates well with other Microsoft platforms.
View full review »reviewer1414530
RPA Practice Head at a tech services company with 501-1,000 employees
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.
View full review »SB
Segun Babalola
Project Manager at a financial services firm with 201-500 employees
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.
it_user187317
Business Analyst at StackEdge Consulting
MS Dynamics CRM 2015 release has many exciting features.
Following are a couple of my favorite features in this update.
1. Search
2. Mobile Sales
There are many other exciting features in MS Dynamics CRM 2015 version, promising outstanding customer experiences.
View full review »it_user6246
Partner at a insurance company with 51-200 employees
Licenses are cheap if you are a Microsoft shop, easy to to customize.
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it_user5817
Director of Architecture/Design at a individual & family service with 10,001+ employees
Easy and fast to implement. Very flexible to be able to meet our business needs. Low cost licensing.
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it_user1701
CEO at a computer software company with 51-200 employees
Highly customizable.
Easy initial deployment.
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Gustavo Leo
Founder at Helpbi
The solution is offered at a good price. They offered a good cost reduction.
The flexibility is very good.
It's a good solution for enterprise-level companies.
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Vishwesh Hegde
Technical Sales Manager at a tech services company with 1-10 employees
We have account engagements on a very regular basis, and the product makes it very easy for us to get all the teams immediately via the Outlook Calendar. It's a huge advantage for us.
CC
Claudiu Cretu
Head of .NET Department at Evozon
The history of engagement with our customers, including all conversations, has been most valuable when using this solution.
View full review »AJ
Ajay Jamwal
Software Developer at a tech services company with 11-50 employees
Our clients appreciate that the solution can be used to monitor everything their customer interacts with in their business.
View full review »reviewer1736187
Administrative Assistant at a wireless company with 11-50 employees
The control that we have of a process and the ability to have everything recorded from the beginning to the end of the process have been the most valuable features.
View full review »Buyer's Guide
Microsoft Dynamics CRM
June 2025
Learn what your peers think about Microsoft Dynamics CRM. Get advice and tips from experienced pros sharing their opinions. Updated: June 2025.
860,632 professionals have used our research since 2012.
Buyer's Guide
Download our free Microsoft Dynamics CRM Report and get advice and tips from experienced pros
sharing their opinions.
Updated: June 2025
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