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.
CRM Analytics Lead-Consumer Insights at a retailer with 1,001-5,000 employees
Works effectively with Microsoft tools and has been exponentially helpful, but is not agnostic when working with other platforms and requires a lot of work on the backend
Pros and Cons
- "The way it effectively works with the array of other Microsoft tools, such as Azure, is valuable. It works very well with the use of data linking and things like that. Overall, it is a great overall tool to have an effective understanding of the transactional background of each of our customers."
- "Overall, it is a great overall tool to have an effective understanding of the transactional background of each of our customers."
- "When it comes to any necessary changes or updates, we have issues. It is not very agnostic in terms of working with other platforms. A lot of data transformation had to be done internally in order to send it to various systems."
- "One of the biggest challenges is that there is a huge disconnect between, "The business wants this data available," and making that data available in our systems."
What is our primary use case?
What is most valuable?
The way it effectively works with the array of other Microsoft tools, such as Azure, is valuable. It works very well with the use of data linking and things like that. Overall, it is a great overall tool to have an effective understanding of the transactional background of each of our customers.
What needs improvement?
One of the biggest challenges is that there is a huge disconnect between, "The business wants this data available," and making that data available in our systems. It requires a lot of effort. There's a huge disconnect, and that's because of a lot of backend work that needs to get done.
From a user standpoint, it is fairly intuitive. Its user interface is nothing phenomenal, but it is intuitive. However, on the backend, a lot of work is required to effectively push the data through. It requires a very heavy lift on the organization's part. It is a complex backend.
When it comes to any necessary changes or updates, we have issues. It is not very agnostic in terms of working with other platforms. A lot of data transformation had to be done internally in order to send it to various systems.
For how long have I used the solution?
I have been using this solution for one year and five months.
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What do I think about the stability of the solution?
Its performance is reliable, but when it comes to any changes or updates, we have issues.
What do I think about the scalability of the solution?
It is a challenge to grow it quite substantially. It involves a lot of work, but the solution overall is scalable as long as you're sticking with Microsoft.
We have anywhere between 50 and 60 end-users, and on the backend, we have about 15 users. It is used quite extensively. All of our data filtering from transactions is flowing into it.
How are customer service and support?
In terms of overall technical support, we work with partners. So, we have Microsoft partners who support us with day-to-day issues.
In terms of online tools and various instructional write-ups, Microsoft is quite comprehensive. There is a multitude of information available. It is down to the user to dive into it, but it is all there.
Which solution did I use previously and why did I switch?
I don't believe we were using anything else previously. A majority of our systems are Microsoft systems.
What about the implementation team?
We had our team, but that wasn't enough. We had to work with specific partners. There are a few companies where the challenge is the amount of legwork to get things going for the business and the startup cost.
There was quite a large set of developers. There were upwards of 20 developers, and there were upwards of five business analysts who were effectively capturing use cases from the business to help understand how we wanted the data. It was overall managed by three or four key managers and one director. It took upwards of eight months.
It does require maintenance, which is handled by our technology team.
What was our ROI?
I can't put a number to it, but the use of this system and the collection of the data has exponentially helped the company.
What's my experience with pricing, setup cost, and licensing?
It is a part of one comprehensive user license, which depends on the role of the individual. This is where Microsoft excels.
It is a very comprehensive package. We get everything from Access to D 365. We get Microsoft's suite of tools. I'm not too sure about the pricing, but I can't imagine it being cheap.
In terms of additional fees, we have particular partners we have to work with. It is very similar to how Google has Google partners. We have dedicated partners, and the fees with them are quite high.
What other advice do I have?
Understanding your overall strategy with data is critical. When you are using or getting used to one particular client platform, an enterprise requirement to scale it up requires enormous amounts of capital.
It is definitely not geared towards small-sized or medium-sized businesses. It has to be large organizations. I do know that D 365 does have things for small-sized and medium-sized businesses, but I haven't worked with it in that capacity. Knowing what I know about how it works at an enterprise level, the amount of work or cost incurred to make it more and more scalable is definitely something that small-sized and medium-sized businesses can't do.
I would rate this solution a seven out of ten.
Which deployment model are you using for this solution?
On-premises
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
VP Sales Head at a computer software company with 10,001+ employees
Easy to implement, but its look and feel could still be improved
Pros and Cons
- "Microsoft Dynamics CRM brings the most value in terms of its ease of implementation."
- "Microsoft Dynamics CRM used to be four versions behind Salesforce, but now it has really caught up."
- "One area for improvement in Microsoft Dynamics CRM is its end user feedback. It's still not that great compared to Salesforce. They also need to improve on the look and feel of the solution, because those are still slightly better on Salesforce."
- "One area for improvement in Microsoft Dynamics CRM is its end user feedback. It's still not that great compared to Salesforce."
What is our primary use case?
We use Microsoft Dynamics CRM primarily for sales, but using it for marketing is also becoming very predominant.
What is most valuable?
Microsoft Dynamics CRM brings the most value in terms of its ease of implementation. It was a big issue earlier, but now they've made it very simple to implement.
What needs improvement?
One area for improvement in Microsoft Dynamics CRM is its end user feedback. It's still not that great compared to Salesforce.
They also need to improve on the look and feel of the solution, because those are still slightly better on Salesforce.
What do I think about the stability of the solution?
Microsoft Dynamics CRM is a stable solution.
What do I think about the scalability of the solution?
There's no issue with Microsoft Dynamics CRM in terms of scalability. It's backed by Microsoft, so scalability is not an issue.
How are customer service and support?
Microsoft Dynamics CRM has excellent technical support.
What's my experience with pricing, setup cost, and licensing?
Microsoft Dynamics CRM is slightly cheaper than Salesforce today. Pricing for the solution is pretty aggressive in the market.
What other advice do I have?
The majority of our experience with CRMs is with Salesforce Sales Cloud and Microsoft Dynamics CRM. We are completely aligned with those two CRMs. Other CRMs we don't have much experience with, because Salesforce Sales Cloud and Microsoft Dynamics CRM are the two leading CRMs, and we only focus on them. There's a third CRM we use: Pega CRM.
Salesforce deals with all kinds of clouds, not just the marketing cloud, but Salesforce Sales Cloud is the most popular one. Salesforce Marketing Cloud is an acquisition and is a more difficult solution, and it fails a lot.
Microsoft Dynamics CRM used to be four versions behind Salesforce, but now it has really caught up. They have made major investments in the solution, and we are seeing a clear momentum in their favor. They are being very aggressive in terms of taking some of the market shares for Microsoft Dynamics CRM in the CRM market. Microsoft Dynamics CRM was a laggard, but now it's competing well with Salesforce.
On a scale of one to ten, I'm rating Microsoft Dynamics CRM seven out of ten.
Disclosure: My company has a business relationship with this vendor other than being a customer. Partner
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April 2026
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Marketing Assistant at Izertis
Provides better knowledge, better control, and better reports
Pros and Cons
- "The most valuable features of Microsoft Dynamics CRM are all the filters and possible reports."
- "The solution should improve the user experience in the process of creating and activating offers."
What is our primary use case?
We use Microsoft Dynamics CRM to control sales advancements in our company.
What is most valuable?
The most valuable features of Microsoft Dynamics CRM are all the filters and possible reports. Microsoft Dynamics CRM provides better knowledge, better control, and better reports. The solution improves your internal analysis and tells where and when you have to improve your strengths in your team or sales effort. It also informs you which business units need more attention and which ones are good.
What needs improvement?
The solution should improve the user experience in the process of creating and activating offers. Sometimes, the process is a little bit slow because it has too many details. It also depends on how the software is built for each company because each company has its own process.
For how long have I used the solution?
I have been using Microsoft Dynamics CRM for one year.
What do I think about the stability of the solution?
I rate Microsoft Dynamics CRM ten out of ten for stability.
What do I think about the scalability of the solution?
I rate the solution ten out of ten for scalability.
How was the initial setup?
The solution's installation is not difficult, but it's quite a process to learn and set up. Since you have to adapt to your company and user experience, it's quite a long process to learn it and do it perfectly.
On a scale from one to ten, where one is difficult and ten is easy, I rate the solution's initial setup a five out of ten.
What about the implementation team?
The solution's deployment takes two days if you are fully working on it.
What other advice do I have?
Microsoft Dynamics CRM is used to integrate emails. Suppose you receive an email from a client, and you are sending an offer. You can see in each offer the last emails that have been in contact with each of your clients. This is really good for making an easier approach for each client and not losing track of everything.
Since the solution is Microsoft software, it is capable of integrating documents, which is really good. The solution not only uploads documents as PDFs but creates Word or Excel, which is really good for keeping track of everything simultaneously.
Microsoft Dynamics CRM supports remote work perfectly because I'm working with the eBridge mode. I work from the office and also from home, and the solution works the same.
I would recommend Microsoft Dynamics CRM to other users. It's a good solution to keep track of everything, improve your sales approach or sales efforts, keep it all in one place, and not lose track. It's a better way to control and keep the responsibility for each salesperson or the directors. It's a great solution to improve your business vision and achieve your objectives.
Overall, I rate Microsoft Dynamics CRM an eight out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
IT manager at Koleksiyon
A simple and user-friendly tool that is scalable and provides many customized features
Pros and Cons
- "The product is user-friendly."
- "The product is very old."
What is our primary use case?
The salespeople in our organization use the product. It is connected to SAP. Our consultants use many of the customized features.
What is most valuable?
The product is quite good. The product is user-friendly.
What needs improvement?
The product is very old. We just pray that it works somehow. The product must be integrated with the cloud.
For how long have I used the solution?
I have been using the solution for ten years.
What do I think about the stability of the solution?
The tool’s stability is good, but it is old. So, we might have to replace it.
What do I think about the scalability of the solution?
We have 50 users in our organization. The tool is scalable.
Which solution did I use previously and why did I switch?
We used SAP CRM. It was very problematic, so we switched to Microsoft Dynamics CRM.
What other advice do I have?
I would recommend the solution to others. It is a simple tool. Overall, I rate the solution an eight out of ten.
Which deployment model are you using for this solution?
On-premises
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Asst. Manager Strategic Marketing, Microsoft Partnership at Nous Infosystems
A scalable solution that accurately monitors and keeps track of things
Pros and Cons
- "Integration with other Microsoft tools is a good feature of Microsoft Dynamics CRM."
- "Microsoft Dynamics CRM's customer support could be improved as tickets usually take a long time to resolve."
What is our primary use case?
We maintain a client base on Microsoft Dynamics CRM and regularly update various sales motion statuses on Microsoft Dynamics CRM.
What is most valuable?
Microsoft Dynamics CRM allows you to create reports and download Excel. Integration with other Microsoft tools is a good feature of Microsoft Dynamics CRM.
What needs improvement?
Microsoft Dynamics CRM's customer support could be improved as tickets usually take a long time to resolve.
For how long have I used the solution?
I have been using Microsoft Dynamics CRM for six months.
What do I think about the stability of the solution?
We did not face too many glitches with Microsoft Dynamics CRM, but the few glitches we faced took a long time to resolve. Microsoft Dynamics CRM is a pretty stable solution.
I rate Microsoft Dynamics CRM an eight or nine out of ten for stability.
What do I think about the scalability of the solution?
Over 50 users use Microsoft Dynamics CRM in our organization. Microsoft Dynamics CRM is a pretty scalable solution.
I rate Microsoft Dynamics CRM a nine or ten out of ten for scalability.
What was our ROI?
In terms of sales, I have seen a pretty good return on investment with Microsoft Dynamics CRM because it accurately monitors and keeps track of things. Microsoft Dynamics CRM also helps us close sales motions faster.
What's my experience with pricing, setup cost, and licensing?
Microsoft Dynamics CRM is an expensive solution.
I rate Microsoft Dynamics CRM an eight out of ten for pricing.
What other advice do I have?
Microsoft Dynamics CRM is deployed on-cloud in our organization. We get the solution for free as part of our Microsoft partnership.
Overall, I rate Microsoft Dynamics CRM an eight out of ten.
Disclosure: My company has a business relationship with this vendor other than being a customer. Partner
Business Development Manager at Artech2000
A user-friendly solution that needs to improve its capacity to allow for the incorporation of more data from customers
Pros and Cons
- "The most valuable feature of Microsoft Dynamics CRM has to be its interface...Microsoft Dynamics CRM has a user-friendly platform."
- "It lacks to provide a more detailed profile of the customer, which would have been better and more useful."
What is our primary use case?
We use our company to store customer information and track customer engagement.
What is most valuable?
The most valuable feature of Microsoft Dynamics CRM has to be its interface. The product helps with the step-by-step process of engaging clients and moving them from opportunities to paying clients. The product also makes it possible for us to classify and practicalize our target market allowing us to ultimately be able to focus on those customers who show interest in a product or service.
What needs improvement?
All CRM solutions have room for improvement. So far for me, I haven't seen any need for improvement in Microsoft Dynamics CRM yet.
If I am correct, the tool makes it possible for its user to have the profile of customers, along with their pictures, which is good. It lacks to provide a more detailed profile of the customer, which would have been better and more useful. Though the product provides phone numbers and email addresses, I feel that in some cases, it would have been better if the business addresses were provided as well.
For how long have I used the solution?
I have been using Microsoft Dynamics CRM for a year as a customer.
What do I think about the stability of the solution?
Microsoft Dynamics CRM is a stable product.
What do I think about the scalability of the solution?
Microsoft Dynamics CRM is very scalable.
I don't know if Microsoft Dynamics CRM can expand to 500, and I don't know if it can still perform at a distinct level. So far, the scalability has been good, considering our business. We have no issues so far.
There are over 50 users using this solution in my company.
Which solution did I use previously and why did I switch?
Microsoft is a popular product in our region. We wanted a popular brand to work with so that we had something we could easily trust rather than trusting other unknown or new software. Basically, because of the brand name and since Microsoft came to Nigeria, and all the more adding to the aforementioned details was its popularity in our region which made us choose it.
How was the initial setup?
We have to face lots of issues with card payments because of the restrictions in our region. Apart from that, there aren't any formal restrictions or any difficulties in setting up the product. The solution's setup phase is a seamless process, especially once you get it on board.
The solution is deployed on Azure in our organization.
What other advice do I have?
Microsoft Dynamics CRM has a user-friendly platform.
My first piece of advice to those planning to use it would be that you are working with a known brand and popular brand that has stood the test of time. The moment you sign up and adopt Microsoft Dynamics or Microsoft CRM, you are well assured of reliable support from wherever you are. They are just an email away. I believe since I've registered before, I know that I haven't stopped providing a support structure that will be present and available to reach out to you at any moment, given the severity of the situation. Once you have the software, it will give you peace of mind. I have been doing a lot of research looking at Gartner Quadrant, but I haven't studied the different software solutions. I found out that Microsoft is the leader in one of the quadrants mentioned in the Gartner Quadrant. It is an opportunity to put your business or your organization, or whatever you want to use it for, on the world map using a worldwide trusted software.
The reason is that I believe that there is still room for improvement because of its activities in the industry. It has to stand the test of time because of its brand name, popularity, and the reviews I have read over time. I believe that a rating of seven is good standing for now.
I rate Microsoft Dynamics CRM a seven out of ten.
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Feature rich, customizable, and integrates well
Pros and Cons
- "Microsoft Dynamics CRM is a comprehensive solution and is well-integrated into other Microsoft solutions, including ERP solutions. Additionally, it is feature-rich."
- "This solution covers all the bases; it's very dynamic, customizable, and very reliable, and all the general features you would look for in a CRM are available in this solution."
- "I have contacted support. They are able to help but not in the right amount of time. I have had a horrible experience."
- "I have contacted support. They are able to help but not in the right amount of time. I have had a horrible experience."
What is our primary use case?
Microsoft Dynamics CRM is used for potential lead opportunities. Generally, salespeople use it.
What is most valuable?
Microsoft Dynamics CRM is a comprehensive solution and is well-integrated into other Microsoft solutions, including ERP solutions. Additionally, it is feature-rich.
For how long have I used the solution?
I have been using Microsoft Dynamics CRM for approximately 14 years.
What do I think about the stability of the solution?
Microsoft Dynamics CRM is an extremely stable solution.
What do I think about the scalability of the solution?
This solution is made from the ground up to be scalable.
We have approximately 50 sales and marketing employees using this solution mostly.
Microsoft Dynamics CRM is not suitable for small businesses. It is suitable for large-sized businesses. If they could make a version for smaller-sized businesses that would be helpful. There are a lot of smaller businesses that do not need the full features of Microsoft Dynamics CRM that could benefit from another version.
How are customer service and support?
I have contacted support. They are able to help but not in the right amount of time. I have had a horrible experience.
I rate the support from Microsoft Dynamics CRM a one out of ten.
How would you rate customer service and support?
Negative
How was the initial setup?
The deployment of Microsoft Dynamics CRM is not difficult because it is a cloud solution. However, the configuration of the solution is complex. You have to go through some processes to map it to the customer's needs. It's not an out-of-the-box functional solution.
The customization may take time, and depending on the customer's needs it may take a few weeks to a few months or longer to complete.
What was our ROI?
We have received an ROI from this solution though the price of this solution can be high.
What's my experience with pricing, setup cost, and licensing?
Microsoft Dynamics CRM is an expensive solution. However, most good CRMs are expensive.
The cost of the solution is a per-user, license-based model. The cost depends on the number of users that are using it. This is beneficial if your company only has five users, you only have to pay for those five and not a higher price, such as other pricing models from other vendors.
Which other solutions did I evaluate?
We choose this solution over others because of the deployment, availability, scalability, and resilience of the solution. Not a lot of other vendors can offer these features. Salesforce can offer these features, but no one else. Its availability in a lot of parts of the world is a key feature. It's available anywhere, where a lot of other solutions are not due to certain restrictions. Additionally, there are a lot of engineers available for the implementation of Microsoft Dynamics CRM. That is not true for the other solutions.
What other advice do I have?
This solution covers all the bases. It's very dynamic, customizable, and very reliable. All the general features you would look for in a CRM are available in this solution.
I rate Microsoft Dynamics CRM an eight out of ten.
Disclosure: My company has a business relationship with this vendor other than being a customer. customer/partner
Chief Executive Officer at Customersoft Innovation
Integrates well, widely accessible, and useful installation documentation
Pros and Cons
- "The most valuable feature of Microsoft Dynamics CRM is the integration with Microsoft Office 365."
- "The most valuable feature of Microsoft Dynamics CRM is the integration with Microsoft Office 365."
- "Microsoft Dynamics CRM could improve by making it easier to export data to SharePoint because most of our customers use SharePoint. They have to log into a Microsoft environment platform from their SharePoint for access should be made easier. Additionally, if the customer portal was enhanced for it to be customized it would be a benefit."
- "Microsoft Dynamics CRM could improve by making it easier to export data to SharePoint because most of our customers use SharePoint."
What is our primary use case?
We were using Microsoft Dynamics CRM in a facility management company for contract and customer relationship management.
What is most valuable?
The most valuable feature of Microsoft Dynamics CRM is the integration with Microsoft Office 365.
What needs improvement?
Microsoft Dynamics CRM could improve by making it easier to export data to SharePoint because most of our customers use SharePoint. They have to log into a Microsoft environment platform from their SharePoint for access should be made easier. Additionally, if the customer portal was enhanced for it to be customized it would be a benefit.
For how long have I used the solution?
I have used Microsoft Dynamics CRM for approximately six months.
What do I think about the stability of the solution?
Microsoft Dynamics CRM is stable and accessible for businesses with approximately 50 users. These would be small to medium-sized companies.
What do I think about the scalability of the solution?
Microsoft Dynamics CRM is scalable for the usage of my customers.
The departments that use the solution the most are customer service, business development, sales, and the back office for order processing.
How are customer service and support?
I have not needed to contact Microsoft Dynamics CRM directly. There is enough documentation available to do the installation without any hassles.
How was the initial setup?
The initial setup of Microsoft Dynamics CRM is straightforward. The whole design and new deployment took between four to six months, which is easy deployment.
What's my experience with pricing, setup cost, and licensing?
The customers that have Microsoft Office 365, the license price is competitive. It is competitive because the next solution above it is Salesforce, which is licensed quite high. The price annually was approximately $55 per user but we did a combination of users with some of them having the higher range of approximately $85.
What other advice do I have?
My advice to others is they need to choose a capable consulting team because projects fail at a data level. We have to deal with data, and this is where the projects fail.
I rate Microsoft Dynamics CRM a nine 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
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