Microsoft Dynamics CRM Reviews

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

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

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

I have been using Microsoft Dynamics CRM for two years.

Technical support is completely good.

The initial setup was easy.

I handled the initial setup on my own. 

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. 

Hybrid Cloud

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

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

The setup with other email servers, other than Microsoft Outlook, could be improved. Alternatively, we'd like to have some feature that allows us to send emails directly from our inboxes to the CRM and assign it to a certain client.

We have been using this solution for three years. 

This solution could be more stable. In the beginning it was much less stable, but has since improved and become robust. 

This solution has served our needs but we have not had an excessive number of users so I can't comment on scalability.

We receive quick assistance from the customer service team, but we are a Microsoft gold partner which gives us priority service. 

Positive

I would recommend this solution to others but it does depend on the setup. 

I would rate this solution an eight out of ten. 

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.

Microsoft Dynamics CRM is a good tool, but if don't have experience using a CRM solution, you'll need to learn a lot of things which could be difficult to learn. If you've used Excel or something similar, then learning this software could be easier.

This tool needs to be more user-friendly.

Microsoft Dynamics CRM is a stable solution.

Microsoft Dynamics CRM is scalable.

Pricing for this software could be cheaper.

I have pipeline middlemen who sell Microsoft Dynamics CRM as a B2B solution through the web portal, or E-Commerce portal. Clients just need to click on the order form found on the web portal of Microsoft Dynamics CRM.

Microsoft Dynamics CRM is a good software because it has a lot of features. 

I do the automation and email feed, and I check the instruments for clients, but they're not my clients directly. I have no idea on how many people clients need for the deployment and maintenance of this solution. I also don't deal with the Microsoft technical support team.

Microsoft Dynamics CRM is a good tool, so I can recommend it to people who want to start using it.

I'm not sure about the subscription for this solution. It could be a yearly subscription.

I just did one team up development with Microsoft Dynamics CRM, but I'm rating it a seven out of ten.

Public Cloud

Highly customizable. Easy initial deployment.

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

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

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.

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. 

This solution would be easier to use if everything was displayed on one page, to avoid moving from one tab to another tab to add documents or add comments.

We have been using this solution for 5 months. The setup took one year. 

The initial setup is not straightforward. It took a year to configure Dynamics because it's not very intuitive. We had to hire assistance for certain parts of the setup.

This solution integrates well with other systems. 

I would rate this solution an eight out of ten.