I use the solution to manage the lead sales pipeline and enable the marketing department to maintain customer data.
Data Scientist at a financial services firm with 11-50 employees
Has increased speed and the ability to customize fields
Pros and Cons
- "The CRM is very fast, with customization and integration options, and easy migration."
- "Previously, I used Dynamics, but it did not suit me, so I changed the CRM last year."
What is our primary use case?
What is most valuable?
The CRM is very fast, which is the most important aspect, and it's very handy. I have implemented some good automation. The cost should be more flexible for smaller organizations. I can add multiple custom fields. I can also create fields and customize them according to my needs.
What needs improvement?
Costing might be a reason for concern. It could be an issue for the organization, or maybe not. It's uncertain.
For how long have I used the solution?
Currently, I am not using it, but in the past, I used it for about a year.
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What do I think about the stability of the solution?
I didn't face any issues. There were no downtimes, and I don't think I encountered any problems.
What do I think about the scalability of the solution?
I would rate scalability around seven.
How are customer service and support?
I haven't contacted customer service, but as I mentioned, I am already a gold partner of Microsoft. If there are any problems, I manage without their support.
How would you rate customer service and support?
Neutral
Which solution did I use previously and why did I switch?
Previously, I used Dynamics, but it did not suit me, so I changed the CRM last year. I am a Microsoft Gold Partner, which is why I used Microsoft Dynamics. However, it wasn't feasible, so I switched to a local provider.
How was the initial setup?
The migration was not easy. I wouldn't say that everything was simple.
What about the implementation team?
I was not the one responsible for the migration. It was handled by upper management.
Which other solutions did I evaluate?
I changed it to a local provider.
What other advice do I have?
The decisions will be made by management. I recommend using Microsoft Dynamics if the budget allows. The CRM is very fast, with customization and integration options, and easy migration. Everyone should try it if it is feasible for the organization. Overall, I would give this solution a rating of eight out of ten.
Which deployment model are you using for this solution?
Public Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Microsoft Azure
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Last updated: Jan 6, 2025
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Enterprise Architect at BEC
Streamlining resource management and improving project insights with helpful support
Pros and Cons
- "The deployment of Microsoft Dynamics CRM is easy because it's a software as a service, which eliminates the need to deploy anything in our data center."
- "The UI/UX needs improvement as it is not intuitive from day one."
What is our primary use case?
The use cases are for HR management, resource management, project insight, and timesheet management. It is mostly connected with people and resource management.
How has it helped my organization?
The deployment of Microsoft Dynamics CRM is easy because it's a software as a service, which eliminates the need to deploy anything in our data center. It has improved the verification of value streams by mapping projects to products and demonstrating the total cost of ownership. This automation significantly impacts daily operations by reducing the time spent on manual tasks and improving the quality and delivery time.
What is most valuable?
The features that have significantly improved effectiveness are the verification of value streams, mapping to products, total cost of ownership, and automation, which improves time delivery and quality.
What needs improvement?
The UI/UX needs improvement as it is not intuitive from day one. It becomes intuitive once learned, however, it should be less complex initially.
For how long have I used the solution?
I've been using Microsoft Dynamics CRM for about one year in the current organization.
What do I think about the stability of the solution?
Microsoft Dynamics CRM is a stable solution, with reliability rated at nine out of ten.
What do I think about the scalability of the solution?
The scalability of Microsoft Dynamics CRM is rated at eight out of ten, indicating it could be more scalable but is generally satisfactory.
How are customer service and support?
Microsoft provides very helpful support from the beginning. They are responsive and offer good assistance with problems.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
We previously used different ERP systems. Now we mainly use Microsoft Dynamics 365. Existing Microsoft products facilitate better integration.
How was the initial setup?
For deployment and operation of Microsoft Dynamics CRM as a software as a service, everything was up and running in about four days, including testing for disaster recovery. It required integrating and migrating data, which went smoothly.
What about the implementation team?
The deployment involved around five people, including two analysts, two engineers, and one architect.
What was our ROI?
Better time to market and better visibility into cost has been a financial benefit for the company.
What's my experience with pricing, setup cost, and licensing?
Pricing could be improved, as I rated it a six out of ten for affordability. There are no extra expenses post-purchase.
Which other solutions did I evaluate?
We also considered SAP, yet chose Microsoft for its integrated ecosystem and better talent availability.
What other advice do I have?
I would recommend Microsoft Dynamics CRM due to its good ecosystem and ease of onboarding employees, which are supported by the known Microsoft environment.
I'd rate the solution nine out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer:
Last updated: Oct 21, 2024
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Microsoft Dynamics CRM
May 2025

Learn what your peers think about Microsoft Dynamics CRM. Get advice and tips from experienced pros sharing their opinions. Updated: May 2025.
852,649 professionals have used our research since 2012.
Technical Support Engineer at Netco Security Solutions
Easy to process and store data, fetch and execute commands
Pros and Cons
- "Working with all Microsoft products from one platform is very useful."
- "The UI and GUI could be improved."
What is our primary use case?
It was related to connecting large data with specific company information. We consolidated all the data in one place to speed up the company's decision-making.
We gathered data based on their specific requirements and stored it alongside the company's personal data.
How has it helped my organization?
Working with all Microsoft products from one platform is very useful. You don't need to open multiple programs on your laptop.
You can access all the products and software from the same platform. Integrating all these services into one platform is very useful.
What is most valuable?
I like the way we can process and store data, fetch and execute commands. All of these details make it a very useful tool to speed up processes against the database.
What needs improvement?
The UI and GUI could be improved.
For how long have I used the solution?
I was involved in a project in the USA that used Microsoft Dynamics CRM.
What do I think about the stability of the solution?
It's stable. However, improving the infrastructure in the background could make it more stable, and the performance would be even better.
What do I think about the scalability of the solution?
It's scalable. For this project, about 75 users had access, but maybe 50 at the same time. When multiple users access the database at the same time, it should be evaluated, and big infrastructure in the background.
The more infrastructure you have, the better the stability and performance.
How are customer service and support?
I didn't need to request support for Microsoft Dynamics on that project.
What other advice do I have?
I appreciate this solution and would give it a nine out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Expert IT Solution Architect at Nestle
Good pricing, helpful support, and easy to install for non-customized deployments
Pros and Cons
- "When you have a vanilla, straightforward version, it is easy to use."
- "We had to do some customizations on top and it got a bit cumbersome."
What is our primary use case?
We primarily use the solution as a CRM for a call center.
How has it helped my organization?
While we already had a workflow, we already had so many tools and needed a better system, so we began to use Dynamics.
What is most valuable?
When you have a vanilla, straightforward version, it is easy to use.
Since it is Microsoft it runs the same interfaces as, for example, Office, Sharepoint, et cetera. The UI is standard which makes it easier to use, rather than introducing something with a completely different look and feel, like SAP.
A straightforward setup is pretty simple.
Technical support is good.
The pricing is reasonable.
What needs improvement?
We had to do some customizations on top and it got a bit cumbersome. Since there are so many ways to customize it, it can get pretty complex. If you do programming on top that doesn't fit right things can get lost pretty easily.
We're using an older version. I'm not sure which features may be missing in general.
While the reporting wasn't great, it is my understanding that they have since improved on that.
It doesn't scale so well.
For how long have I used the solution?
We've used the solution for almost six years. I've used it for a while now.
What do I think about the stability of the solution?
The stability is okay yet not exceptional. I'd rate the reliability six out of ten.
What do I think about the scalability of the solution?
We are currently working on moving to another platform and therefore aren't dealing with scaling anymore. However, it wasn't ideal to begin with.
How are customer service and support?
We have been happy overall with technical support. They are helpful and responsive.
How would you rate customer service and support?
Positive
How was the initial setup?
While setting up the solution isn't a problem, once you start customizing the solution you may run into issues. It can get really complex.
What was our ROI?
We did not witness any return on investment. The issue we have with how the payment is set up is the license was for on-site deployment.
What's my experience with pricing, setup cost, and licensing?
The pricing is excellent. I would rate it nine out of ten.
What other advice do I have?
We used version 2013, on-premise.
I'm not sure if Microsoft even sells this on-premises product anymore. They want to do everything on the cloud.
If you're rolling this out for a small to medium operation, and your people are familiarized with Office and SharePoint, as most users are, it's a great option since you won't have to invest too much time to get everyone up to speed. However, for anything larger than that, a company should probably look elsewhere.
I'd rate the solution eight out of ten.
Which deployment model are you using for this solution?
On-premises
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Head - Strategic Business Partnerships at Aufait Technologies
Configurable and integrates well with Microsoft products but can be a bit technical
Pros and Cons
- "It integrates well with other Microsoft products."
- "Out of the box, the solution doesn't really have a desirable user experience. We have to set it up and customize it to meet our needs."
What is our primary use case?
I'm primarily using the solution as a CRM.
What is most valuable?
The solution works well with Azure, and we also have Sharepoint. It integrates well with other Microsoft products. We enjoy the interconnectivity on offer. We like that it's just one environment.
The product is stable.
It can scale well.
Microsoft partners can use the solution for free.
There are a lot of modules, and therefore, there is a lot of configurability and customization.
What needs improvement?
Out of the box, the solution doesn't really have a desirable user experience. We have to set it up and customize it to meet our needs. We'd like to have a better user experience. Sometimes it looks too technical for some users. We'd like the solution to be simpler to use and less technical.
I'd love to see some more reporting. We'd like more reporting and easier configuring reports. We'd like some more analysis that could act as a prediction engine. That would help a sales organization. We'd like to be able to compare and project year on year, month on month, et cetera.
The initial setup can be a bit complex.
For how long have I used the solution?
I've been using the solution for close to five or six years.
What do I think about the stability of the solution?
The stability is fine. There are no bugs or glitches. It has been stable most of the time. I'd rate it eight out of ten.
What do I think about the scalability of the solution?
The solution can scale. I'd rate scalability at seven or eight out of ten. We have 35 people using the solution.
How are customer service and support?
I haven't had any technical support contact. However, my team may have.
Which solution did I use previously and why did I switch?
I'm also familiar with Zoho, which has a nicer user experience.
Since we are a Microsoft gold partner, we do get the Microsoft solution for free.
How was the initial setup?
The initial setup is a bit complex. We require IT assistance to handle that. The onboarding is not easy either.
What about the implementation team?
In terms of customizing the solution, we hired a company that handled that aspect.
What's my experience with pricing, setup cost, and licensing?
All CRM solutions are around the same price; however, as partners, we get to use the product for free.
What other advice do I have?
We're a Microsoft gold partner. As a partner, we can access Microsoft products, including this solution.
I'd recommend Zoho over Microsoft as it is technically easier to use. However, Microsoft if good.
It has a lot of modules and is configurable. It's just a bit more technical. When there is too much functionality, sometimes people don't know what to do with the product.
I'd rate the solution seven out of ten.
Which deployment model are you using for this solution?
Public Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Microsoft Azure
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
Senior Client Director at Alkemy digital_enabler
Offers a 360-degree view of your customers
Pros and Cons
- "The solution is easy to use and stable. It offers a 360-degree view of your customers. It allows you to track interactions, giving you full visibility into customer habits and behavior"
- "Microsoft Dynamics CRM needs to improve its integrations."
What is our primary use case?
We use the solution for sales productivity and marketing.
What is most valuable?
The solution is easy to use and stable. It offers a 360-degree view of your customers. It allows you to track interactions, giving you full visibility into customer habits and behavior
What needs improvement?
Microsoft Dynamics CRM needs to improve its integrations.
What do I think about the stability of the solution?
The tool is stable.
What do I think about the scalability of the solution?
I rate Microsoft Dynamics CRM's scalability a ten out of ten. My company has 100 users.
How are customer service and support?
I haven't contacted the solution's support yet.
How was the initial setup?
Microsoft Dynamics CRM's deployment is easy.
What's my experience with pricing, setup cost, and licensing?
The solution is not expensive.
What other advice do I have?
I rate Microsoft Dynamics CRM a nine out of ten. It is integrated with Microsoft tools like Word, Excel, and PowerPoint, and the AI feature also improves productivity.
Disclosure: My company has a business relationship with this vendor other than being a customer: Reseller
Last updated: Sep 2, 2024
Flag as inappropriateSenior Manager at Arcana
Customizable, stable, scalable, and has a broad coverage, but its GUI isn't attractive and it needs a cleaner and more simplified user interface
Pros and Cons
- "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."
- "The main issue with Microsoft Dynamics CRM is that its GUI isn't very attractive. Overall, the solution has the same functionalities as other CRMs such as Salesforce, but Salesforce is much simpler to use. Microsoft Dynamics CRM is complicated to use, and this is another area for improvement. It was also more difficult to set up the solution, so its setup could still be improved. What I'd like to see in the next version of Microsoft Dynamics CRM is a cleaner user interface because currently, it looks messy to me. Salesforce CRM has a better, more simplified user interface that makes it easier for you to get what you need, while in Microsoft Dynamics CRM, you have to put in a lot of effort to get things done."
What is most valuable?
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.
What needs improvement?
The main issue with Microsoft Dynamics CRM is that its GUI isn't very attractive.
Overall, the solution has the same functionalities as other CRMs such as Salesforce, but Salesforce is much simpler to use. Microsoft Dynamics CRM is complicated to use, and this is another area for improvement.
It was also more difficult to set up the solution, so its setup could still be improved.
What I'd like to see in the next version of Microsoft Dynamics CRM is a cleaner user interface because currently, it looks messy to me. Salesforce CRM has a better, more simplified user interface that makes it easier for you to get what you need, while in Microsoft Dynamics CRM, you have to put in a lot of effort to get things done.
For how long have I used the solution?
I've been using Microsoft Dynamics CRM for over three years.
What do I think about the stability of the solution?
Microsoft Dynamics CRM is a very stable solution.
What do I think about the scalability of the solution?
Microsoft Dynamics CRM is a scalable solution, and I wouldn't be using it if it wasn't scalable or stable.
How are customer service and support?
We've contacted the technical support team of Microsoft Dynamics CRM, and they've provided us with good service.
Which solution did I use previously and why did I switch?
My organization used custom-made software previously, but because the software had a lot of issues, the team decided to switch to Microsoft Dynamics CRM.
How was the initial setup?
The initial setup for Microsoft Dynamics CRM wasn't that easy. I found it easier to set up Salesforce CRM.
As for how long it took to deploy Microsoft Dynamics CRM, that depends on project complexity and how much your budget is, but it could be a minimum of three months. In some projects, the deployment of the solution could even take one year.
What's my experience with pricing, setup cost, and licensing?
I don't have details about the licensing cost of Microsoft Dynamics CRM because it's the procurement team that's in charge of it.
Which other solutions did I evaluate?
I've used Salesforce CRM. Both Salesforce CRM and Microsoft Dynamics CRM are top-rated, so all features you need are available in both solutions, so I'm not concerned much about features. It's usability that's more important to me, and I found Salesforce CRM to have a simpler user interface that I like.
What other advice do I have?
I've hardly used Salesforce CRM. It's Microsoft Dynamics CRM I've been using the most.
My organization has one hundred users of Microsoft Dynamics CRM. There's a plan to increase its usage as well.
There's a dedicated team that's in charge of managing the Microsoft Dynamics CRM environment.
I would recommend the solution to others who want to start using it. I always recommend Microsoft Dynamics CRM to others, even to people considering Oracle CRM, but it would still depend on your environment and what the customer needs. I recommend solutions to others based on the requirements.
I would rate Microsoft Dynamics CRM six out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Project Manager at a financial services firm with 201-500 employees
Enables us to have a 360-degree view of all our customer interactions
Pros and Cons
- "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."
- "In terms of the performance, when it comes to loading a large volume of data, it's slow at times, so the system could be optimized."
What is our primary use case?
We use this solution for customer relationship management. It enables us to have a 360-degree view of all our customer interactions. We have various touch points and a call center that our customers call into. After every call, we log the interactions with the customer.
We also have customers that walk into our premises, and we attend to various requests like inquiries, requests, or complaints. After the interactions with the customer, we log the interactions. We also have email interactions with customers that are logged on the platform.
When you go to a customer's profile, you're able to see all communications with that customer based on the various touch points. Whether it's a phone call, whether they're coming into the office physically, or whether it's via emails, you're able to see all the interactions and keep a track of all events regarding that customer.
Anybody who looks at the customer profile is able to know what has transpired up until that point and proffer whatever solutions the customer requires based on their inquiries. It's been very helpful.
It's currently deployed on-prem, but we're planning to update to the cloud version.
There are about 125 people using this solution.
What is most valuable?
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.
What needs improvement?
In terms of the performance, when it comes to loading a large volume of data, it's slow at times, so the system could be optimized. A lot of those things can be dependent on the kind of resources that you're using, but over time we've been able to scale on the resources and that has actually improved over time.
What do I think about the stability of the solution?
It's stable. It's better if you use it for the core function that it was meant for. When we used it for other processes, like our core processes, we found out that it was quite unstable. But the moment we took that process out, it became much more stable.
How are customer service and support?
Whenever we need to reach out to Microsoft, they're always there to provide required assistance.
How was the initial setup?
Setup was easy, especially when you have capable partners. The only thing is that when we use it for some of our very processor intensive processes, we found out that it couldn't handle that very effectively. We had to take that process out.
We try to maximize the functionality of the system. We have to do a lot of customizations initially for our core processes. CRM is really for managing customer interactions, so by the time you start using it for things that it's not meant for, then you won't get the best of it.
Deployment took about nine months because we used it for much more than customer relationship management. We used it for our core processes too. By bringing in those processes, they actually extended the project timeline. For the core CRM itself, implementation was done within four months.
What about the implementation team?
Our partners implemented the solution.
What's my experience with pricing, setup cost, and licensing?
The implementation depends on the number of licenses, as well as the partner who is also implementing. It also depends on the core processes you want to bring in. The cost depends on a number of factors, so whoever is implementing it will need to take that into consideration before it is done.
What other advice do I have?
I would rate this solution 8 out of 10.
I would absolutely recommend this solution to those who want to start using it. My advice is that you need to understand what the scope of the project is. What exactly do you want CRM to do? If it's for customers and to manage customer interactions, then it's going to perform excellently well.
If you're bringing in other processes into the solution outside of core CRM functionalities, then you need to ensure that the system is able to handle such processes. But when it comes to handling a large volume of data processing, there might be a drive on the system, but it handles its core functions adequately well.
Which deployment model are you using for this solution?
On-premises
Disclosure: I am a real user, and this review is based on my own experience and opinions.

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