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reviewer2011371 - PeerSpot reviewer
Market Response Coordinator at a financial services firm with 201-500 employees
Reseller
Nov 30, 2022
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.

Buyer's Guide
Microsoft Dynamics CRM
January 2026
Learn what your peers think about Microsoft Dynamics CRM. Get advice and tips from experienced pros sharing their opinions. Updated: January 2026.
881,082 professionals have used our research since 2012.

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
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Technical Consultant at a computer software company with 501-1,000 employees
Real User
Top 5
Nov 17, 2022
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.
PeerSpot user
Buyer's Guide
Microsoft Dynamics CRM
January 2026
Learn what your peers think about Microsoft Dynamics CRM. Get advice and tips from experienced pros sharing their opinions. Updated: January 2026.
881,082 professionals have used our research since 2012.
Communication and Security Director at a comms service provider with 201-500 employees
Real User
Nov 5, 2022
Good for sales and customer control and helps our organizations manage ticketing
Pros and Cons
  • "The solution is scalable."
  • "The performance could be improved."

What is our primary use case?

Our primary use case for the solution is sales control and customer control. Additionally, we are using it as a service desk to manage customer ticketing, and we have different cases.

What needs improvement?

The performance could be improved.

For how long have I used the solution?

We have been using the solution for fifteen years.

What do I think about the stability of the solution?

The solution is stable.

What do I think about the scalability of the solution?

The solution is scalable. Approximately 150 people are using the solution in our organization.

How was the initial setup?

The initial setup is straightforward.

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

I do not have information on licensing costs.

What other advice do I have?

I rate the solution an eight out of ten. The solution is good, but the performance can be improved.

Disclosure: My company has a business relationship with this vendor other than being a customer. Partner
PeerSpot user
Solution Architecht at a consultancy with self employed
Real User
Oct 30, 2022
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."
  • "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
PeerSpot user
Cameo Mbowane - PeerSpot reviewer
Chief Executive Officer at a tech services company with 51-200 employees
Reseller
Top 10Leaderboard
Aug 17, 2022
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
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Gary Cook - PeerSpot reviewer
Executive at a tech services company with 1-10 employees
Real User
Top 5
Jul 21, 2022
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.
PeerSpot user
GabrielaDavila - PeerSpot reviewer
Snr Sales Account Manager at a tech services company with 201-500 employees
Real User
Jul 10, 2022
Effective management, reliable, and easy to use
Pros and Cons
  • "I like the fact that I can keep track of everything I do in relation to my own job."
  • "It is difficult to qualify opportunity in Microsoft Dynamics CRM."

What is most valuable?

I like the fact that I can keep track of everything I do in relation to my own job. 

I can associate what meeting with the documentation of the opportunity with which I am working.

We can interact with a large number of people and upload documentation of these opportunities. It is interesting.

What needs improvement?

It is difficult to qualify opportunity in Microsoft Dynamics CRM. If any salesperson uses information, their bosses, cannot measure it. This is something that could be an improvement.

Perhaps in the next release, there will be an opportunity to better qualify the opportunities. Introducing a company-defined process so we can measure better before investing resources in working on this opportunity. 

Also, more documentation about why you lose, because there is a cost of opportunity that we are not aware of.

For how long have I used the solution?

I have been using Microsoft Dynamics CRM for two and a half years.

It's Dynamics 365, but it's self-service. I'm not sure which version it is.

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 scalable. The scalability of Microsoft Dynamics CRM is good.

This solution is used by approximately 25 people in my company. There are three managers and the rest are salespeople.

We don't have plans to increase the usage at this time.

How are customer service and support?

As partners with Microsoft, we have people within the company who are familiar with this platform. We have in-house support, so we don't have any issues with it.

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

Licensing fees are paid on a monthly basis.

What other advice do I have?

We are a Microsoft partner.

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

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.
PeerSpot user
Anup-Kumar - PeerSpot reviewer
Portfolio Strategiest at a computer software company with 1,001-5,000 employees
Real User
May 28, 2022
CRM used to leverage our database for automated email campaigns.
Pros and Cons
  • "This is a scalable solution."
  • "The integration capability with other systems could be improved, particularly the Lead Generation system."

What is our primary use case?

We use Microsoft Dynamics for all of our general CRM functions. This includes Lead Generation activity and leveraging the database with integration for sending out automated emails.

What needs improvement?

The integration capability with other systems could be improved, particularly the Lead Generation system.

For how long have I used the solution?

We have used this solution for two years. 

What do I think about the stability of the solution?

This is a scalable solution. 

What do I think about the scalability of the solution?

We are a relatively small operations and we haven't run into any scalability concerns so far.

How was the initial setup?

The initial setup is reasonably straightforward. 

What other advice do I have?

The only advice I would give is to figure out the data governance right up front in terms of how to set up the client database and the governance around it so you have a central view of all the client opportunities.

This solution is not as good as Salesforce but it has most of the functionalities we need. The key is to implement it in the right way.

I would rate this solution a seven out of ten. 

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Buyer's Guide
Download our free Microsoft Dynamics CRM Report and get advice and tips from experienced pros sharing their opinions.
Updated: January 2026
Buyer's Guide
Download our free Microsoft Dynamics CRM Report and get advice and tips from experienced pros sharing their opinions.