2018-07-23T06:38:00Z
Miriam Tover - PeerSpot reviewer
Service Delivery Manager at PeerSpot (formerly IT Central Station)
  • 0
  • 12

What is your primary use case for Microsoft Dynamics CRM?

How do you or your organization use this solution?

Please share with us so that your peers can learn from your experiences.

Thank you!

20
PeerSpot user
20 Answers
TY
Technical Consultant at LinkDev
Real User
Top 5
2022-10-31T19:20:06Z
Oct 31, 2022

I use it as a backend. I use it in many applications like automation.

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Gaurav Chauhan - PeerSpot reviewer
Product manager at Indusface
Real User
Top 5
2022-10-25T14:20:50Z
Oct 25, 2022

We are using Microsoft Dynamics CRM mostly for team collaboration and customer information.

AJ
Software Developer at Tarika Technologies Pvt Ltd
Real User
2022-09-20T19:20:24Z
Sep 20, 2022

Our clients mainly use this to manage and maintain customer relationships within the requirements of their business. However, our role is to carry out some custom integration that sets the solution up for our clients to use.

Cameo Mbowane - PeerSpot reviewer
Chief Executive Officer at Customersoft Innovation
Real User
Top 5Leaderboard
2022-08-01T13:27:20Z
Aug 1, 2022

We were using Microsoft Dynamics CRM in a facility management company for contract and customer relationship management.

Dinesh Parashar - PeerSpot reviewer
Practice Head- Epicor at coporateserve Solutions pvt. ltd.
Reseller
Top 5Leaderboard
2022-06-30T07:45:24Z
Jun 30, 2022

I have not used the solution, but it can be used for customer relationship management.

Daniel_Thomas - PeerSpot reviewer
CRM Analytics Lead-Consumer Insights at a retailer with 1,001-5,000 employees
Real User
Top 10
2022-05-31T15:47:15Z
May 31, 2022

It is a general CRM. It almost acts as the central hub through which all of our transactions, whether e-commerce or retail, are funneled. It also brings in everything from our inventory. So, essentially, the overall collection of all of that data is deployed through it. This is the main tool that we use.

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Kush Gupta - PeerSpot reviewer
VP Sales Head at Hexaware Technologies
Real User
Top 5
2022-04-28T22:31:00Z
Apr 28, 2022

We use Microsoft Dynamics CRM primarily for sales, but using it for marketing is also becoming very predominant.

Goncalo Valadas - PeerSpot reviewer
Principal Engineer at CRITICAL Software
Real User
Top 5
2022-04-07T19:14:13Z
Apr 7, 2022

We use this solution for customer relationship management. We have all our business opportunities listed in the solution as well as all our customers. This CRM allows us to manage our business opportunities in each lifecycle.

Benoit Tellier - PeerSpot reviewer
IT Telehealth Specialist at Clinical & Support Options
Real User
Top 5Leaderboard
2022-03-17T19:58:55Z
Mar 17, 2022

We are using Microsoft Dynamics CRM as a help desk ticketing system.

Marouan Bellioum - PeerSpot reviewer
Cyber Security Program Manager at a financial services firm with 10,001+ employees
Real User
Top 5
2022-02-18T23:48:24Z
Feb 18, 2022

I manage projects that include use cases from finance. I take them from beginning to end and manage the expectations. One of our concerns is having a secure infrastructure. In-depth security is part of our design. We do a lot of development for our clients that is specific to Microsoft Dynamics CRM.

CC
Head of .NET Department at Evozon Systems
MSP
Top 5Leaderboard
2022-02-16T15:15:25Z
Feb 16, 2022

We use this solution to track our client's information, plans, and discussions we have with them.

VJ
Business Development at a tech services company with 51-200 employees
Real User
Top 10
2022-01-31T16:21:38Z
Jan 31, 2022

I used Microsoft Dynamics CRM for just one or two projects, but it was not for myself. I provided it to clients who need internet automation services.

JP
Sales Manager at Arrow Electronics
Real User
2022-01-12T17:25:08Z
Jan 12, 2022

The purpose of Microsoft Dynamics CRM is to keep track of opportunities. This is its only purpose, for customer relationship management.

ME
PTM at Computer Network Systems
Real User
Top 20
2021-12-15T13:08:00Z
Dec 15, 2021

We use Dynamics to discover sales opportunities and follow up on closed orders. Its dashboard gives you visibility into the sales pipeline so you can conduct analysis and identify opportunities.

LC
Technology, Tools, & Solutions - Program Manager at a consultancy with 501-1,000 employees
Real User
Top 20
2021-12-07T18:58:14Z
Dec 7, 2021

We use Microsoft Dynamics CRM for our opportunity tracking system. Anytime we have sales opportunities, we integrate the solution with our quoting software. The quote is generated and all the details flow into our Microsoft Dynamics CRM, which then builds our pipeline. We're able to integrate it with other Microsoft forms and our Dynamics SL Accounting system.

NH
Entrepreneur at a comms service provider with 1,001-5,000 employees
Real User
Top 20
2021-10-22T18:36:51Z
Oct 22, 2021

Dynamics is a Customer Relationship Management (CRM) cloud solution. However, previously we mainly installed it on-premise for car dealers.

TL
Project Assistant with 51-200 employees
Real User
2021-10-18T17:27:26Z
Oct 18, 2021

I mostly use the solution on the cloud for CRM purposes.

SP
Solutions Architect at a tech vendor with 501-1,000 employees
Real User
Top 5
2021-09-23T20:04:35Z
Sep 23, 2021

I have an embedded power app that's launched through Dynamics. I use it almost every day. I don't use any Dynamics features. I go straight to my ISV plugin and that's all.

ZL
RPA Practice Head at a tech services company with 501-1,000 employees
MSP
2020-09-27T04:10:06Z
Sep 27, 2020

We primarily use the CRM for our leads and opportunities, and our client data.

SB
Project Manager at a financial services firm with 201-500 employees
Real User
2018-07-23T06:38:00Z
Jul 23, 2018

It is used for customer relationships. It is performing well.

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http://clickthru.peerspot.com/...Hi community, I work as an Information Architect at a Government company with 5000+ employees. I need a solution to manage client data across multiple systems: 4000 users 500,000 records Federal Government regulatory agency How does Microsoft Master Data Services (MDS) compare to Informatica MDM (or even Profisee) for integration with Azure? Which of...
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Hi @Richard Tibbetts, There's no short answer to your question. Nearly all existing MDM solutions on the market offer a broad range of patterns to ingest master data from various sources and distribute cleanse and consolidated information, also to the Azure stack. Many vendors offer prebuilt connectors for the most common sources (databases, various file types, storages, business applications including MS Dynamics, Salesforce, etc.), but also support a generic way of ingesting/exposing data via Rest APIs, file drops, etc. MS MDS is an extension of the MS SQL server 2016. I don't know Microsoft plans to extend it, but I know that Profisee and CluedIn are very active in promoting their solutions as-built having Azure in mind and being a part of the stack. Informatica MDM has three types of offerings these days: on-prem, hosted MDM, and cloud-native option - they differ in the functionality and integration options. Obviously, there are many more MDM tools on the market particularly good in various data domains (products, customers/suppliers - so yours, multi-domain, etc). I think that you should start your MDM journey by answering which current challenges you try to solve or what new capabilities you need to enable to the organisation. Once these questions are answered and based on your organization's Enterprise Architecture principles, look for the best fitting tool. It may (or may not) be the one that fits the best into the Azure Reference Architecture. I hope this helped.
GaryM - PeerSpot reviewer
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I agree with @InitZero...  I would add that there's no future roadmap for MDS and they don't have an Azure solution for it.  Since it's a free product with an SQL license, don't expect Microsoft to invest in it.   Even though we are highly dependent upon it currently I'm starting to look towards the future where we need to find a replacement - hopefully, a PaaS solution. It would be great if Microsoft came out with something in Azure but I'm not hopeful at this point.
Miriam Tover - PeerSpot reviewer
Service Delivery Manager at PeerSpot (formerly IT Central Station)
Nov 2, 2022
Hi Everyone, What do you like most about Microsoft Dynamics CRM? Thanks for sharing your thoughts with the community!
2 out of 40 answers
SP
Solutions Architect at a tech vendor with 501-1,000 employees
Sep 23, 2021
The stability is excellent.
Somadina Leo - PeerSpot reviewer
Operational Risk Analyst at a financial services firm with 5,001-10,000 employees
Oct 5, 2021
I have used many Microsoft solutions and I am comfortable using the solution. Additionally, it is secure.
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