We use our company to store customer information and track customer engagement.
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?
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.
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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: My company does not have a business relationship with this vendor other than being a customer.

Data Protection & Archiving Solution Architect at a tech services company with 51-200 employees
The solution is easy to deploy, stable, and scalable
Pros and Cons
- "The most valuable feature is the reporting tab."
- "The solution's interface has room for improvement."
What is most valuable?
The most valuable feature is the reporting tab.
What needs improvement?
The solution's interface has room for improvement.
For how long have I used the solution?
I have been using the solution for two years.
What do I think about the stability of the solution?
I give the stability of Microsoft Dynamics CRM a nine out of ten.
What do I think about the scalability of the solution?
I give the scalability of Microsoft Dynamics CRM a nine out of ten.
How was the initial setup?
I give the initial setup an eight out of ten. The solution required two days to deploy.
What's my experience with pricing, setup cost, and licensing?
I give the price of the solution an eight out of ten.
What other advice do I have?
I give the solution a nine out of ten.
We have 25 people using the solution in our organization.
I recommend Microsoft Dynamics CRM to all customers.
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.
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Account Manager at Liquidity X
It's easy to use and has a lot of features
Pros and Cons
- "Dynamics is easy to use. There are several fields I can filter."
- "Dynamics could perform a little better, and it would be nice to save the filters I use frequently, so I don't need to do the same thing every day."
What is our primary use case?
We use Dynamics as a database of the customer accounts we call. About 50-60 people at this office are using it.
What is most valuable?
Dynamics is easy to use. There are several fields I can filter.
What needs improvement?
Dynamics could perform a little better, and it would be nice to save the filters I use frequently, so I don't need to do the same thing every day.
For how long have I used the solution?
We have been using Dynamics for about four or five years.
What do I think about the stability of the solution?
Overall, it's pretty stable, but we have issues every now and then. I rate Dynamics eight out of 10 for stability.
What other advice do I have?
I rate Microsoft Dynamics CRM eight out of 10. I would recommend it to others. It's easy to use, and it has a lot of features.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Market Response Coordinator at a financial services firm with 201-500 employees
Allows you to work with segments and is scalable and stable
Pros and Cons
- "The feature I like best in Microsoft Dynamics CRM is being able to market to segments instead of choosing individual people to market to."
- "My company's biggest challenge with Microsoft Dynamics CRM is wanting to market solely to leads without having to create a contact and link the contact to the lead. From a marketing standpoint, there's room for improvement in the lead process of Microsoft Dynamics CRM."
What is our primary use case?
We use Microsoft Dynamics CRM for marketing and sales, for example, for basic contact and lead management and email marketing.
What is most valuable?
The feature I like best in Microsoft Dynamics CRM is being able to market to segments instead of choosing individual people to market to.
What needs improvement?
My company's biggest challenge with Microsoft Dynamics CRM is wanting to market solely to leads without having to create a contact and link the contact to the lead.
From a marketing standpoint, there's room for improvement in the lead process of Microsoft Dynamics CRM.
In the next version of Microsoft Dynamics CRM, I'd like to see built-in tutorials because the solution isn't as user-friendly in some aspects, for example, building segments you may not be familiar with. Microsoft Dynamics CRM seems to be designed for engineers, not necessarily for people with marketing or sales backgrounds or who may not have that many technical skillsets or backgrounds.
For how long have I used the solution?
I've been using Microsoft Dynamics CRM since the day I started working in the company, which is about a year and a half. I'm unsure how long the company's been using Microsoft Dynamics CRM.
What do I think about the stability of the solution?
Overall, Microsoft Dynamics CRM is a stable solution.
What do I think about the scalability of the solution?
Microsoft Dynamics CRM is a scalable solution.
How are customer service and support?
I've never contacted the technical support team for Microsoft Dynamics CRM.
How was the initial setup?
I wasn't involved in the initial setup and deployment of Microsoft Dynamics CRM, so I have no information on how complex or straightforward the process was.
What about the implementation team?
The implementation of Microsoft Dynamics CRM was in-house.
What was our ROI?
My company has seen ROI from Microsoft Dynamics CRM.
What's my experience with pricing, setup cost, and licensing?
I'm not aware of any licensing costs for Microsoft Dynamics CRM.
What other advice do I have?
I have firsthand experience with Microsoft Dynamics CRM. It's the solution my company uses.
I'm using the latest version of Microsoft Dynamics CRM. The solution is deployed on the cloud.
In the company, the number of people using Microsoft Dynamics CRM daily is between one hundred fifty to two hundred. Between five to ten people, particularly specialists, take care of general maintenance and submit support tickets for Microsoft Dynamics CRM.
My advice to others looking into implementing Microsoft Dynamics CRM is that it's a valuable tool. Still, it would be best to have either a team onsite or a third-party vendor familiar with setup and deployment.
I'd rate Microsoft Dynamics CRM as eight out of ten.
My company is a gold-level partner and reseller of Microsoft Dynamics CRM and other Microsoft applications.
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. Partner and reseller
Technical Consultant at LinkDev
Easy to set up and expand but has high pricing
Pros and Cons
- "The initial setup is very easy."
- "Technical support could be faster and more responsive."
What is our primary use case?
I use it as a backend. I use it in many applications like automation.
What is most valuable?
It's good. It works well. It integrates well with Microsoft tools.
The initial setup is very easy.
It is scalable.
The solution has been stable.
What needs improvement?
I'd like to improve some points within the workflow automation. I'd like to have better control over security.
Technical support could be faster and more responsive.
The pricing is quite high.
For how long have I used the solution?
I've been using the solution for five years.
What do I think about the stability of the solution?
The solution works well. the performance has been good, and it is stable. There are no bugs or glitches. It doesn't crash or freeze.
What do I think about the scalability of the solution?
We find the product to be scalable. We have 60 people using it right now. It this time, we have no plans to increase our usage.
How are customer service and support?
Technical support is okay. Sometimes they are responsive, and sometimes you need to wait for answers. I'd like it if they were more responsive and we got resolutions quicker.
Which solution did I use previously and why did I switch?
I did not previously use a different solution.
How was the initial setup?
The solution is very simple to set up and implement. It's not an overly complex implementation. It's fast to deploy as well. It only takes about three hours.
We have three people on staff that can handle deployment and maintenance. It's an administrator and a few staff for business applications.
What about the implementation team?
The setup was handled in-house. We did not use any consultants or integrators during the implementation process.
What's my experience with pricing, setup cost, and licensing?
I find the solution to be expensive.
What other advice do I have?
I'm using the latest version of the solution.
Overall, I would recommend the solution to others.
I would create it six 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.
Comprehensive functionality, Integrates well, but lacking artificial intelligence
Pros and Cons
- "The most valuable features of Microsoft Dynamics CRM are its easy operations and functionality."
- "Microsoft Dynamics CRM can improve by adding more artificial intelligence. Additionally, they should add more modules, such as account-based management, that are available on other platforms such as salesforce.com."
What is our primary use case?
Microsoft Dynamics CRM is mainly used for our customer account management. We use it as a source of our customer reporting. We use it to work with customers' voices so that we can send out our surveys, and ask the customers about their satisfaction levels.
How has it helped my organization?
We are very strong in our customer centricity and orientation. Microsoft Dynamics CRM is a big part of that.
What is most valuable?
The most valuable features of Microsoft Dynamics CRM are its easy operations and functionality.
What needs improvement?
Microsoft Dynamics CRM can improve by adding more artificial intelligence. Additionally, they should add more modules, such as account-based management, that are available on other platforms such as salesforce.com.
It's a very good middle-of-the-road solution, but there are some functions that we would prefer.
In a feature release, it would be beneficial to have more inbound marketing and digital marketing. Additionally, features that allow us to manage campaigns better. A lot more artificial intelligence around understanding customer propensity to churn and purchase.
For how long have I used the solution?
I have been using Microsoft Dynamics CRM for approximately three years.
What do I think about the stability of the solution?
Microsoft Dynamics CRM is highly stable.
What do I think about the scalability of the solution?
The scalability of Microsoft Dynamics CRM is very good.
We have eight people using this solution in my company, three from sales, two accounts, and three marketing and technical personnel.
How are customer service and support?
We have not had any problem with the support.
I rate the support from Microsoft Dynamics CRM a five out of five.
Which solution did I use previously and why did I switch?
We previously used SugarCRM, but then we decided to upgrade to Microsoft Dynamics CRM.
How was the initial setup?
The implementation of Microsoft Dynamics CRM was not complex. The full deployment of the solution took less than a week.
I rate the initial setup of Microsoft Dynamics CRM a four out of five.
What about the implementation team?
We used an implementation team from one of the Microsoft Dynamics CRM partners, and it went very smoothly.
The maintenance of Microsoft Dynamics CRM is very easy. We have a team that supports the solution. It's in the cloud and it updates itself with all the upgrades and updates.
What's my experience with pricing, setup cost, and licensing?
For the price of Microsoft Dynamics CRM, you receive a lot of comprehensive functionality. Additionally, it integrates very well. We pay approximately $100 a month to use the solution and we do not have any additional costs.
Which other solutions did I evaluate?
We were evaluating salesforce.com and a couple of others but we chose Microsoft Dynamics CRM in the end. We wanted to standardize our Microsoft solutions. We are a business intelligence data company and we were already using Power BI and MySQL.
What other advice do I have?
The best advice I can give is whoever wants to implement the solution must understand its functionality and what scope they want from the solution. If they want a standard line of functionality then Microsoft Dynamics CRM will do it. If they want a particular marketing capability and various other features that go with it, such as algorithms and AI, et cetera, then they might want to look at another solution.
I rate Microsoft Dynamics CRM a seven out of ten.
My rating reflects the missing functionality, compared to some of the more heavyweight solutions. For example, saleforce.com and Optimove have a lot more functionality.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
ICT Officer at Intelligent Skincareinc Inc.
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: My company does not have a business relationship with this vendor other than being a customer.
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: My company does not have a business relationship with this vendor other than being a customer.

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