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.
Communication and Security Director at Nunsys S.L.
Good for sales and customer control and helps our organizations manage ticketing
Pros and Cons
- "The solution is scalable."
- "Our primary use case for the solution is sales control and customer control, and additionally we are using it as a service desk to manage customer ticketing, and we have different cases."
- "The performance could be improved."
- "The performance could be improved."
What is our primary use case?
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.
Buyer's Guide
Microsoft Dynamics CRM
April 2026
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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
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."
- "For the price of Microsoft Dynamics CRM, you receive a lot of comprehensive 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."
- "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.
Buyer's Guide
Microsoft Dynamics CRM
April 2026
Learn what your peers think about Microsoft Dynamics CRM. Get advice and tips from experienced pros sharing their opinions. Updated: April 2026.
893,244 professionals have used our research since 2012.
Snr Sales Account Manager at a tech services company with 201-500 employees
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."
- "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."
- "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.
Payment Specialist at a wholesaler/distributor with 51-200 employees
It's a user-friendly solution that helps us call our clients and verify their information
Pros and Cons
- "Microsoft Dynamics is user-friendly and intuitive. It's easy to understand how it works."
- "Microsoft Dynamics is user-friendly and intuitive."
- "Microsoft Dynamics could have better note-taking capabilities. It should have more preset options where you enter notes by clicking a box instead of writing them out."
- "Microsoft Dynamics could have better note-taking capabilities. It should have more preset options where you enter notes by clicking a box instead of writing them out."
What is our primary use case?
We use Microsoft Dynamics to call the client and verify their information.
What is most valuable?
Microsoft Dynamics is user-friendly and intuitive. It's easy to understand how it works.
What needs improvement?
Microsoft Dynamics could have better note-taking capabilities. It should have more preset options where you enter notes by clicking a box instead of writing them out.
For how long have I used the solution?
I've been using Dynamics for two years.
What do I think about the stability of the solution?
Dynamics CRM is highly stable.
What do I think about the scalability of the solution?
The scalability is great. We have approximately 100 people using Dynamics at my company.
Which solution did I use previously and why did I switch?
I'm not sure why we switched to Dynamics, but it's one of the most popular CRM programs that many companies use.
What other advice do I have?
I rate Microsoft Dynamics CRM eight out of 10. I'd say go for it. It's user-friendly, and I believe it's reasonably priced.
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.
Portfolio Strategiest at a computer software company with 1,001-5,000 employees
CRM used to leverage our database for automated email campaigns.
Pros and Cons
- "This is a scalable solution."
- "We use Microsoft Dynamics for all of our general CRM functions, including lead generation activity and leveraging the database with integration for sending out automated emails."
- "The integration capability with other systems could be improved, particularly the Lead Generation system."
- "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.
Principal Engineer at CRITICAL Software
CRM that provides useful dashboards to track KPIs and other performance metrics
Pros and Cons
- "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."
- "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."
- "Overall, the solution could be made to be more user friendly."
- "Overall, the solution could be made to be more user friendly."
What is our primary use case?
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.
What is most valuable?
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.
What needs improvement?
Overall, the solution could be made to be more user friendly.
For how long have I used the solution?
We have been using this solution for four years.
What do I think about the stability of the solution?
This solution is stable.
What do I think about the scalability of the solution?
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.
How was the initial setup?
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.
What other advice do I have?
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.
Which deployment model are you using for this solution?
Private Cloud
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.
Sr. Systems Analyst at a maritime company with 10,001+ employees
Easy to install and easy to use CRM software; feature-rich system, with good technical support
Pros and Cons
- "Microsoft Dynamics CRM has a very nice UI, and is very easy to use. It's easy to install, has a lot of features, and provides good technical support."
- "Microsoft Dynamics CRM has a very nice UI, and is very easy to use."
- "This CRM system needs to be more configurable. Its performance still needs improvement, because its screens hang while querying data. It's also not highly scalable, so scalability also needs improvement."
- "Its performance also needs improvement, particularly because its screens hang while querying data."
What is most valuable?
I found all the usual CRM features valuable in Microsoft Dynamics CRM, e.g. customer registration, customer complaints management, customer contract management, etc.
The system is also very easy to use. Its UI is very nice, e.g. with Microsoft products, the UI is close to being the best, while products from competitors have the worst UI.
What needs improvement?
My recommendations on Microsoft Dynamics CRM in terms of how it could be improved: It should be more configurable and more scalable. Its performance also needs improvement, particularly because its screens hang while querying data.
For how long have I used the solution?
I've been dealing with Microsoft Dynamics CRM for close to 10 years now.
What do I think about the scalability of the solution?
Microsoft Dynamics CRM is not highly scalable, particularly because it's running on a SQL server database.
How are customer service and support?
I have no complaints about the technical support provided for Microsoft Dynamics CRM.
Which solution did I use previously and why did I switch?
We used Siebel CRM prior to using Microsoft Dynamics CRM. We discontinued Siebel CRM in 2012.
How was the initial setup?
Installing Microsoft Dynamics CRM was very easy.
What about the implementation team?
We did the installation and implementation of Microsoft Dynamics CRM ourselves. It only took one day to complete, and we never used a third party to do it.
What's my experience with pricing, setup cost, and licensing?
We're on a yearly contract with Microsoft Dynamics CRM.
Which other solutions did I evaluate?
We evaluated Siebel CRM.
What other advice do I have?
We only had one guy who was responsible for the deployment of Microsoft Dynamics CRM. We have our own IT department with qualified, experienced people for each domain, or for each type of product. We usually don't need the vendors to implement for us, and in case we need help on one or all products, we directly contact Microsoft.
My rating for Microsoft Dynamics CRM is 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.
IT Telehealth Specialist at Clinical & Support Options
Highly accessible, light on maintenance, but complex customization
Pros and Cons
- "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."
- "Microsoft Dynamics CRM was more reliable than Spiceworks, which is what caused us to switch."
- "The options for customizing Microsoft Dynamics CRM are very limited or highly complex."
- "The options for customizing Microsoft Dynamics CRM are very limited or highly complex."
What is our primary use case?
We are using Microsoft Dynamics CRM as a help desk ticketing system.
How has it helped my organization?
Microsoft Dynamics CRM was more reliable than Spiceworks, which is what caused us to switch. The reliability has benefited our organization.
What is most valuable?
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.
What needs improvement?
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.
For how long have I used the solution?
I have been using Microsoft Dynamics CRM for approximately one year.
What do I think about the stability of the solution?
Microsoft Dynamics CRM is highly reliable.
What do I think about the scalability of the solution?
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.
How are customer service and support?
I have not used the support from Microsoft.
Which solution did I use previously and why did I switch?
We previously used Spiceworks and we switched because it was not as stable as Microsoft Dynamics CRM.
How was the initial setup?
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.
What about the implementation team?
We did the implementation of the solution in-house. The solution is lightweight on the Maintainance needed.
What's my experience with pricing, setup cost, and licensing?
The solution is open source and is free. However, it does require a Dynamics 365 subscription.
What other advice do I have?
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.
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?
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
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