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Microsoft Dynamics CRM pros and cons

Vendor: Microsoft

3.9 out of 5

80 reviews
93% willing to recommend

Pros & Cons summary

Microsoft Dynamics CRM offers exceptional integration with Office 365 and SharePoint, providing a user-friendly and scalable platform with customizable features that align with business needs. Its robust security and comprehensive functionalities in sales, field service, and project management are highly valued. While known for stability, user-friendliness and design could be improved. Simplifying setup, enhancing integration, and built-in reports, along with clearer pricing, are areas for improvement.

Buyer's Guide

Get pricing advice, tips, use cases and valuable features from real users of this product.

Prominent pros & cons

PROS

Microsoft Dynamics CRM is highly valued for its strong integration capabilities, especially with other Microsoft products like Office 365 and SharePoint.

The platform is user-friendly and easily scalable, offering a customizable experience aligned with business needs.

It provides robust security with permission-based access, ensuring data safety and compliance.

Businesses appreciate the CRM's comprehensive functionalities, including sales, field service, and project service management, enhancing operational efficiency.

Microsoft Dynamics CRM is known for its stability and ease of implementation, providing a reliable platform for managing customer relationships and interactions.

CONS

Microsoft Dynamics CRM could improve by being more user-friendly and having a better design.

Microsoft Dynamics CRM needs improvement in simplifying the setup and configuration process.

The integration capability with other systems could be improved.

Microsoft Dynamics CRM could improve by enhancing its built-in reports.

The pricing of Microsoft Dynamics CRM can be complex due to Microsoft's complicated licensing model.

Microsoft Dynamics CRM Pros review quotes

CEO at a computer software company with 51-200 employees

Aug 27, 2012

Highly customizable.

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Director of Architecture/Design at a individual & family service with 10,001+ employees

Apr 9, 2013

Easy and fast to implement, very flexible to be able to meet our business needs, and low cost licensing.

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Partner at a insurance company with 51-200 employees

Apr 30, 2013

Licenses are cheap if you are a Microsoft shop, easy to to customize.

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Microsoft Dynamics CRM

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Learn what your peers think about Microsoft Dynamics CRM. Get advice and tips from experienced pros sharing their opinions. Updated: March 2026.

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Business Analyst at StackEdge Consulting

Feb 15, 2016

There are many other exciting features in MS Dynamics CRM 2015 version, promising outstanding customer experiences.

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reviewer1414530

RPA Practice Head at a tech services company with 501-1,000 employees

Sep 27, 2020

The initial setup is pretty straightforward.

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Solutions Architect at a tech vendor with 501-1,000 employees

Sep 23, 2021

The stability is excellent.

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SO

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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reviewer1688787

Knowledge and associate at a consultancy with 1,001-5,000 employees

Oct 8, 2021

Microsoft Dynamics CRM is easy to use, the UI is very good, and it has many capabilities.

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Project Assistant at a manufacturing company with 51-200 employees

Oct 18, 2021

Technical support is completely good.

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Account manager at a engineering company with 11-50 employees

Nov 16, 2021

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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Microsoft Dynamics CRM Cons review quotes

CEO at a computer software company with 51-200 employees

Aug 27, 2012

Not structured for small Bussiness. Most likely will need a systems integrator for effective use.

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Director of Architecture/Design at a individual & family service with 10,001+ employees

Apr 9, 2013

More complicated to manage when using with Outlook and SharePoint.

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Partner at a insurance company with 51-200 employees

Apr 30, 2013

Chunky, UI isn't great, requires a lot of customization - so cost of ownership is high, feels like Salesforce is probably a better overall bet.

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Microsoft Dynamics CRM

Free Report: Microsoft Dynamics CRM Reviews and More

Learn what your peers think about Microsoft Dynamics CRM. Get advice and tips from experienced pros sharing their opinions. Updated: March 2026.

884,873 professionals have used our research since 2012.

Business Analyst at StackEdge Consulting

Feb 15, 2016

Enhancing mobile usage of the CRM to other vertical would be good.

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reviewer1414530

RPA Practice Head at a tech services company with 501-1,000 employees

Sep 27, 2020

If there was a bit more automation, specifically for marketing tasks, that would be ideal.

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Solutions Architect at a tech vendor with 501-1,000 employees

Sep 23, 2021

The mobile side of the product doesn't look that great right now.

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SO

Operational Risk Analyst at a financial services firm with 5,001-10,000 employees

Oct 5, 2021

Microsoft Dynamics CRM could improve by being more user-friendly and having a better design. I have used Service Desk and it is not user-friendly but this solution is worse. The graphical interface is not intuitive, you need someone to guide you or you will have difficulties navigating around to find the file you need. The data we are normally dealing with is boring enough and the interface could be more attractive and more exciting. The tabs and arrangement could be done better to be more user-friendly. Microsoft Excel, PowerPoint, and Word are fine and Microsoft should extend their user-friendliness and intuitiveness to Microsoft Dynamics.

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reviewer1688787

Knowledge and associate at a consultancy with 1,001-5,000 employees

Oct 8, 2021

The solution could improve by having better integration documentation.

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Project Assistant at a manufacturing company with 51-200 employees

Oct 18, 2021

Dynamic's management could be improved. The tech management should have better technical capabilities.

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Account manager at a engineering company with 11-50 employees

Nov 16, 2021

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.

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