Microsoft Dynamics CRM Valuable Features

Daniel_Thomas - PeerSpot reviewer
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.

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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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Somadina Leo - PeerSpot reviewer
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. 

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Buyer's Guide
Microsoft Dynamics CRM
November 2022
Learn what your peers think about Microsoft Dynamics CRM. Get advice and tips from experienced pros sharing their opinions. Updated: November 2022.
657,849 professionals have used our research since 2012.
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.

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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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Gary Cook - PeerSpot reviewer
Executive at Empowered Analytics

The most valuable features of Microsoft Dynamics CRM are its easy operations and functionality. 

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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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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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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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Benoit Tellier - PeerSpot reviewer
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.

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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.

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Office Administrator at a transportation company with 11-50 employees

The most valuable feature of Microsoft Dynamics CRM is its ease of use.

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Kush Gupta - PeerSpot reviewer
VP Sales Head at Hexaware Technologies

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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Cameo Mbowane - PeerSpot reviewer
Chief Executive Officer at Customersoft Innovation

The most valuable feature of Microsoft Dynamics CRM is the integration with Microsoft Office 365.

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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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Terence Mupeti - PeerSpot reviewer
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.

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Tushar Rahatekar - PeerSpot reviewer
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.

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GabrielaDavila - PeerSpot reviewer
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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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. 

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Goncalo Valadas - PeerSpot reviewer
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.

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Gaurav Chauhan - PeerSpot reviewer
Product manager at Indusface

The most valuable feature in Microsoft Dynamics CRM is funneling.

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Head of .NET Department at Evozon Systems

The history of engagement with our customers, including all conversations, has been most valuable when using this solution.

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Software Developer at Tarika Technologies Pvt Ltd

Our clients appreciate that the solution can be used to monitor everything their customer interacts with in their business.

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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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Founding Member /Technical Director at BonPro Information Systems

The solution is versatile and customizable.

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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.

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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.

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Michalis Evripidou - PeerSpot reviewer
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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MirziyodMirsaatov - PeerSpot reviewer
CEO at Top-IT Solutions Ltd

The most valuable feature of Microsoft Dynamics CRM is the flexibility with Microsoft Office 365.

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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. 

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Entrepreneur at a comms service provider with 1,001-5,000 employees

Microsoft Dynamics CRM has plenty of valuable features.

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Samaiea Fernandes - PeerSpot reviewer
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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Project Assistant with 51-200 employees

Microsoft Team allows for a very dynamic workflow and integrates well with other Microsoft platforms. 

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Sergiy Ustenko - PeerSpot reviewer
Marketing Manager at Idealsoft

The most valuable feature is that it's easy to use and can work with any Microsoft solution without problems.

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Account Manager at Liquidity X

Dynamics is easy to use. There are several fields I can filter.

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Project Lead at a computer software company with 201-500 employees

It is good for sales and service maintenance. It has various integration tools.

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Dinesh Parashar - PeerSpot reviewer
Practice Head- Epicor at coporateserve Solutions pvt. ltd.

The most valuable feature of Microsoft Dynamics CRM is its performance.

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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. 

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Buyer's Guide
Microsoft Dynamics CRM
November 2022
Learn what your peers think about Microsoft Dynamics CRM. Get advice and tips from experienced pros sharing their opinions. Updated: November 2022.
657,849 professionals have used our research since 2012.