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Senior Manager at Arcana
Real User
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.

Buyer's Guide
Microsoft Dynamics CRM
March 2025
Learn what your peers think about Microsoft Dynamics CRM. Get advice and tips from experienced pros sharing their opinions. Updated: March 2025.
845,712 professionals have used our research since 2012.

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.
PeerSpot user
Project Manager at a financial services firm with 201-500 employees
Real User
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.
PeerSpot user
Buyer's Guide
Microsoft Dynamics CRM
March 2025
Learn what your peers think about Microsoft Dynamics CRM. Get advice and tips from experienced pros sharing their opinions. Updated: March 2025.
845,712 professionals have used our research since 2012.
Diana Silva - PeerSpot reviewer
Marketing Assistant at Izertis
Real User
Top 10
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: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Paul Olaleru - PeerSpot reviewer
Business Development Manager at Artech2000
Real User
Top 10
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?

Microsoft Azure
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Cameo Mbowane - PeerSpot reviewer
Chief Executive Officer at Customersoft Innovation
Real User
Top 5Leaderboard
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."
  • "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."

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
PeerSpot user
Roymell Santos - PeerSpot reviewer
ICT Officer at Intelligent Skincareinc Inc.
Real User
Top 5Leaderboard
Provides financial module for sales in our organization
Pros and Cons
  • "Right now we're using the financial features, and we haven't tried the inventory. It's useful more on the financial side."
  • "The manufacturing module could be improved. I would like to see customization in the next release."

What is our primary use case?

We are using this solution for the financial module. We have 25 users in sales who are using this solution in my organization.

The solution is deployed on-premises.

What is most valuable?

Right now we're using the financial features, and we haven't tried the inventory. It's useful more on the financial side.

What needs improvement?

The manufacturing module could be improved. I would like to see customization in the next release.

For how long have I used the solution?

I have been using this solution for 10 years.

What do I think about the stability of the solution?

It's stable.

What do I think about the scalability of the solution?

It's scalable.

How are customer service and support?

Technical support is helpful and responsive. I would rate them 4 out of 5.

How was the initial setup?

It was easy to set up. I would rate the setup 4 out of 5.

What about the implementation team?

We used a third-party company for implementation.

What's my experience with pricing, setup cost, and licensing?

The cost could be cheaper. I would rate them 3 out of 5.

What other advice do I have?

I would rate this solution 8 out of 10.

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.
PeerSpot user
Nikhil Kurup - PeerSpot reviewer
Asst. Manager Strategic Marketing, Microsoft Partnership at Nous Infosystems
MSP
Top 20
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
PeerSpot user
Salesman at Manacor
Real User
Top 20
The solution's most valuable feature is its ability to store all the information in one application
Pros and Cons
  • "The solution's return on investment is worth it."
  • "They should work on improving the solution's scalability."

What is our primary use case?

We use the solution for customer service, marketing follow-ups, and sales.

What is most valuable?

The solution's most valuable feature is its ability to store all the information in one application. Also, it allows me to check what my colleagues are doing on their systems. Along with this, it facilitates a communication platform with the customers.

What needs improvement?

They should work on improving the solution's scalability.

For how long have I used the solution?

We have been using the solution for 10-15 years now.

What do I think about the stability of the solution?

The solution did stop working three weeks ago for a while. It was highly improbable for it to go off. Other than that, it is a stable solution.

What do I think about the scalability of the solution?

The solution integrates well with other applications or ERP, Business Central, Finance and Operations, and SAP programs. Considering the flexibility of integration, it is a scalable solution. Our organization has 15-20 customers and about 90 employees using the solution. I rate its scalability as a seven as sometimes it needs a connector to link with other applications.

How are customer service and support?

The solution's tech support team's response is fast.

How was the initial setup?

The setup was straightforward. It works just like any other product of the Microsoft family.

What was our ROI?

The solution's return on investment is worth it.

What's my experience with pricing, setup cost, and licensing?

The licenses of the solutions are available for purchase on a monthly or yearly basis. There are no additional licenses or fees apart from the standard license. I rate the solution's pricing as a seven out of ten.

What other advice do I have?

The solution's maintenance requires three to four technical executives. I recommend the solution to others and rate it as a nine.

Disclosure: My company has a business relationship with this vendor other than being a customer: Reseller
PeerSpot user
Buyer's Guide
Download our free Microsoft Dynamics CRM Report and get advice and tips from experienced pros sharing their opinions.
Updated: March 2025
Buyer's Guide
Download our free Microsoft Dynamics CRM Report and get advice and tips from experienced pros sharing their opinions.