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What advice do you have for others considering Microsoft Dynamics CRM?

If you were talking to someone whose organization is considering Microsoft Dynamics CRM, what would you say?

How would you rate it and why? Any other tips or advice?

ITCS user
77 Answers

author avatar
Top 20LeaderboardReal User

My advice to others wanting to implement this solution is to make sure that they have a proper enterprise architecture. If you're starting out small, make sure you fully understand the different use cases, because you may end up overpaying for features that are never put into use. I would recommend the professional services and training for implementation, to allow the staff to receive the knowledge of how to do some of the customizations. It does require some change management across the organization in terms of how to use fields, and all the different touchpoints. It's a pretty good database, it is not perfect, but it is the mid-range level solution. There are automation features that could improve, but with certain software, you can integrate to have it managed some automation in the background. I rate Microsoft Dynamics CRM a seven out of ten.

author avatar

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.

author avatar
LeaderboardReal User

I rate Microsoft Dynamics CRM an eight out of ten.

author avatar
Real User

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.

author avatar
Top 10LeaderboardReal User

We are an ISV partner, an independent software vendor through Microsoft, and we can publish applications directly to the Dynamics store. I've been very happy with the solution. I'd rate it at a ten out of ten.

author avatar
Top 20LeaderboardMSP

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.

author avatar
Real User

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.

Learn what your peers think about Microsoft Dynamics CRM. Get advice and tips from experienced pros sharing their opinions. Updated: January 2022.
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