Microsoft Dynamics CRM Reviews

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.

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.

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.

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.

Whenever we need to reach out to Microsoft, they're always there to provide required assistance.

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.

Our partners implemented the solution.

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.

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.

We use this solution for customer relationship management. We have all our business opportunities listed in the solution as well as all our customers. This CRM allows us to manage our business opportunities in each lifecycle.

The most useful feature that this solution provides is the ability to make dashboards for the business easily as our company is managed using KPIs and metrics. It provides accurate metrics about what we sold and our future pipelines. That's very important for the way we run our business.

Overall, the solution could be made to be more user friendly. 

We have been using this solution for four years. 

This solution is stable. 

This solution is scalable. 

Fortunately, our business has grown a lot but this has caused some user experience problems such as duplication of opportunities. However, the solution automatically picks up any of these instances and prevents multiple identical entries by different users. 

I was not part of the initial setup but I believe it was straightforward. The deployment of the solution was quite easy and took one month. 

The would recommend that those looking at using this solution take the time to explore it and configure it in the way it relates best to their business.

I would rate this solution a seven out of ten. 

We are using Microsoft Dynamics CRM as a help desk ticketing system.

Microsoft Dynamics CRM was more reliable than Spiceworks, which is what caused us to switch. The reliability has benefited our organization.

The most valuable features of Microsoft Dynamics CRM are the accessibility of the service because we can access it either in the office or when we're out in the field.

The options for customizing Microsoft Dynamics CRM are very limited or highly complex. You'll need to understand all of the Administration settings, as well as Microsoft Flow.

I have been using Microsoft Dynamics CRM for approximately one year.

Microsoft Dynamics CRM is highly reliable.

We have no scalability concern for Microsoft Dynamics CRM in the foreseeable future.

We have approximately seven people using the solution in my organization. It is used by our whole IT department.

We do not use the solution extensively. However, we hope to be able to use it for slightly different purposes, and there are other departments within the company. We only use it for our IT help desk ticketing system. It's a full-fledged CRM. It could be used in a variety of different ways.

We have plans to increase usage in the future.

I have not used the support from Microsoft.

We previously used Spiceworks and we switched because it was not as stable as Microsoft Dynamics CRM.

The initial setup was complex, it took us months to do.

I would rate the ease of setup of Microsoft Dynamics CRM a one out of five.

We did the implementation of the solution in-house. The solution is lightweight on the Maintainance needed.

The solution is open source and is free. However, it does require a Dynamics 365 subscription.

My advice to others is to be aware that the customization of Microsoft Dynamics CRM is spectacularly complicated. However, it is a rock-solid solution.

I rate Microsoft Dynamics CRM a seven out of ten.

I use Microsoft Dynamics CRM because of its flexible design.

Microsoft Dynamics CRM provides significant time-saving benefits.

The flexible design is highly usable, and I have seen time-saving benefits from using this solution.

During a period of time, restoring data and maintaining it could be better in Microsoft Dynamics CRM.

I have been using Microsoft Dynamics CRM for approximately three years.

I would rate the stability of Microsoft Dynamics CRM as an eight out of ten.

I would rate the scalability of Microsoft Dynamics CRM as an eight out of ten.

I rate the technical support from Microsoft Dynamics CRM as a seven out of ten.

Neutral

Before Microsoft Dynamics CRM, we used our own old solution. We switched to Microsoft Dynamics CRM due to its greater flexibility.

The initial setup of Microsoft Dynamics CRM was in between straightforward and complex.

The deployment was carried out by a consultant.

The pricing and licensing model we use is Enterprise licensing.

I would recommend Microsoft Dynamics CRM as it is very usable.

I'd rate the solution seven out of ten.

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

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.

They should work on improving the solution's scalability.

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

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.

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.

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

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

The solution's return on investment is worth it.

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.

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

The most valuable feature is the reporting tab.

The solution's interface has room for improvement.

I have been using the solution for two years.

I give the stability of Microsoft Dynamics CRM a nine out of ten.

I give the scalability of Microsoft Dynamics CRM a nine out of ten.

I give the initial setup an eight out of ten. The solution required two days to deploy.

I give the price of the solution an eight out of ten.

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.

We use Dynamics as a database of the customer accounts we call.  About 50-60 people at this office are using it. 

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.

We have been using Dynamics for about four or five years.

Overall, it's pretty stable, but we have issues every now and then. I rate Dynamics eight out of 10 for stability.

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. 

We use Microsoft Dynamics CRM for marketing and sales, for example, for basic contact and lead management and email marketing.

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.

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.

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.

Overall, Microsoft Dynamics CRM is a stable solution.

Microsoft Dynamics CRM is a scalable solution.

I've never contacted the technical support team for Microsoft Dynamics CRM.

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.

The implementation of Microsoft Dynamics CRM was in-house.

My company has seen ROI from Microsoft Dynamics CRM.

I'm not aware of any licensing costs for Microsoft Dynamics CRM.

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.