We use Microsoft Dynamics CRM for our day-to-day operations in our organization.
Office Administrator at a transportation company with 11-50 employees
Reliable, easy to use, but more built-in reports needed
Pros and Cons
- "The most valuable feature of Microsoft Dynamics CRM is its ease of use."
- "Microsoft Dynamics CRM could improve the built-in reports. The ones that are included are pretty generic unless you subscribe to Microsoft BI, which is an extra fee. They should offer the reports without having to purchase a separate subscription for Microsoft BI. However, the reports in Microsoft BI are fantastic."
What is our primary use case?
How has it helped my organization?
Microsoft Dynamics CRM has improved our organization by being allowing us to be more organized.
What is most valuable?
The most valuable feature of Microsoft Dynamics CRM is its ease of use.
What needs improvement?
Microsoft Dynamics CRM could improve the built-in reports. The ones that are included are pretty generic unless you subscribe to Microsoft BI, which is an extra fee. They should offer the reports without having to purchase a separate subscription for Microsoft BI. However, the reports in Microsoft BI are fantastic.
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Microsoft Dynamics CRM
January 2026
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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 a fairly reliable solution. There's been the odd issue here and there, where for some reason it just doesn't want to load, but our IT department managed to fix it.
What do I think about the scalability of the solution?
I don't think we've used Microsoft Dynamics CRM long enough to know how well it will work as the company scales in size.
We have approximately five people using the solution in my organization.
How are customer service and support?
I have not used technical support.
Which solution did I use previously and why did I switch?
We previously QuickBooks and Microsoft Office suite.
How was the initial setup?
The initial installation is complex. It was a while before we had the solution up and running.
What about the implementation team?
We used a consultant to do the implementation of the solution.
What other advice do I have?
I would advise others Microsoft Dynamics CRM is not a quick solution. It takes a long time and you have to make sure a lot of your technology is up-to-date, such as recent servers that are capable of running it with enough memory. They need to prepare themselves that it isn't a quick process to get working.
I rate Microsoft Dynamics CRM a seven out of ten.
My rating is based on the technical issues we had getting the solution up and running and the lackluster features, such as reporting. However, everything else is good.
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.
Head of .NET Department at a tech services company with 501-1,000 employees
Robust CRM that has allowed us to keep track of all engagement with our customers
Pros and Cons
- "The history of engagement with our customers, including all conversations, has been most valuable when using this solution."
- "The setup with other email servers, other than Microsoft Outlook, could be improved. Alternatively, we'd like to have some feature that allows us to send emails directly from our inboxes to the CRM and assign it to a certain client."
What is our primary use case?
We use this solution to track our client's information, plans, and discussions we have with them.
What is most valuable?
The history of engagement with our customers, including all conversations, has been most valuable when using this solution.
What needs improvement?
The setup with other email servers, other than Microsoft Outlook, could be improved. Alternatively, we'd like to have some feature that allows us to send emails directly from our inboxes to the CRM and assign it to a certain client.
For how long have I used the solution?
We have been using this solution for three years.
What do I think about the stability of the solution?
This solution could be more stable. In the beginning it was much less stable, but has since improved and become robust.
What do I think about the scalability of the solution?
This solution has served our needs but we have not had an excessive number of users so I can't comment on scalability.
How are customer service and support?
We receive quick assistance from the customer service team, but we are a Microsoft gold partner which gives us priority service.
How would you rate customer service and support?
Positive
What other advice do I have?
I would recommend this solution to others but it does depend on the setup.
I would rate this solution an eight out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
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.
Project Lead at a computer software company with 201-500 employees
Good support, good ROI, and many integration tools
Pros and Cons
- "It is good for sales and service maintenance. It has various integration tools."
- "I am happy with it. If anything, its interface could be improved."
What is most valuable?
It is good for sales and service maintenance. It has various integration tools.
What needs improvement?
I am happy with it. If anything, its interface could be improved.
For how long have I used the solution?
I have been using it for the last four years.
What do I think about the stability of the solution?
Its stability is good.
What do I think about the scalability of the solution?
Its scalability is good.
How are customer service and support?
Their support is good. I'm happy with that. I would rate them a five out of five.
What was our ROI?
I have seen 30% to 40% ROI.
What other advice do I have?
It is a good platform for sales and service maintenance. I strongly recommend using it. Many integration tools are available, and various upgrades are coming. Its ROI is also good.
I would rate it a 10 out of 10.
Disclosure: My company has a business relationship with this vendor other than being a customer. Partner
Marketing Manager at a tech services company with 201-500 employees
Easy to use and performs well but integration could be improved
Pros and Cons
- "The most valuable feature is that it's easy to use and can work with any Microsoft solution without problems."
- "Better integration would be an improvement."
What is our primary use case?
My main use of this solution is to collect information from our other Microsoft solutions.
What is most valuable?
The most valuable feature is that it's easy to use and can work with any Microsoft solution without problems.
What needs improvement?
Better integration would be an improvement.
For how long have I used the solution?
I've been working with this solution for about ten years.
What do I think about the stability of the solution?
Dynamics CRM gives good performance.
What's my experience with pricing, setup cost, and licensing?
We have a yearly subscription for this solution.
What other advice do I have?
It's no problem to install additional software and other software models for Microsoft. I would recommend Dynamics CRM to anybody who wants to use it, and I'd rate it as seven out of ten.
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
Account manager at a engineering company with 11-50 employees
Customizable, scalable, and reliable
Pros and Cons
- "One of the most useful features is we can configure Microsoft Dynamics CRM in the way that we need. This is configurable."
- "The installation was difficult. I'm not the person that implements the solution. However, to have the solution function in the correct way, the process can be difficult."
What is most valuable?
One of the most useful features is we can configure Microsoft Dynamics CRM in the way that we need. This is configurable.
For how long have I used the solution?
I have been using Microsoft Dynamics CRM for approximately two 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?
I have found Microsoft Dynamics CRM easy to scale.
How was the initial setup?
The installation was difficult. I'm not the person that implements the solution. However, to have the solution function in the correct way, the process can be difficult.
What other advice do I have?
I think that Microsoft Dynamics CRM is a great solution, but they need to have a global vision about the use and the future. For example, how is this information are going to be exposed or shown in a Power BI? I have seen companies that use this solution, but they don't think in the right way. They don't think the solution is really beneficial. They need to organize the data in the right way for that information in the future could be used better. My recommendation is for others to make the right plan for the present and the future.
I rate Microsoft Dynamics CRM a nine out of ten.
Disclosure: My company has a business relationship with this vendor other than being a customer.
Entrepreneur at a comms service provider with 1,001-5,000 employees
Plenty of features, simple installation, and reliable
Pros and Cons
- "Microsoft Dynamics CRM has plenty of valuable features."
What is our primary use case?
Dynamics is a Customer Relationship Management (CRM) cloud solution. However, previously we mainly installed it on-premise for car dealers.
What is most valuable?
Microsoft Dynamics CRM has plenty of valuable features.
For how long have I used the solution?
I have used Microsoft Dynamics CRM within the past 12 months.
What do I think about the stability of the solution?
Microsoft Dynamics CRM is stable.
What do I think about the scalability of the solution?
I have found Microsoft Dynamics CRM to be scalable.
We have approximately 10 customers that are using this solution.
How was the initial setup?
The installation is straightforward. The average time for installation and commission of the solution is three months.
What about the implementation team?
We have a four-person team of mainly project managers and developers that do the implementation and maintenance of the solution.
What's my experience with pricing, setup cost, and licensing?
The price of the solution is good but could be cheaper.
What other advice do I have?
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. Integrator
Project Assistant at a manufacturing company with 51-200 employees
Good tech support and an easy setup allows for a dynamic workflow and good integration with other Microsoft products
Pros and Cons
- "Technical support is completely good."
- "Dynamic's management could be improved. The tech management should have better technical capabilities."
What is our primary use case?
I mostly use the solution on the cloud for CRM purposes.
What is most valuable?
Microsoft Team allows for a very dynamic workflow and integrates well with other Microsoft platforms.
What needs improvement?
Dynamic's management could be improved. The tech management should have better technical capabilities.
For how long have I used the solution?
I have been using Microsoft Dynamics CRM for two years.
How are customer service and support?
Technical support is completely good.
How was the initial setup?
The initial setup was easy.
What about the implementation team?
I handled the initial setup on my own.
What other advice do I have?
We make use of the default and customized functions of the solution.
Microsoft products are in the same family as Power BI, RPI and Microsoft Project Management D365.
I rate Microsoft Dynamics CRM as an eight out of ten.
Which deployment model are you using for this solution?
Hybrid Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Knowledge and associate at a consultancy with 1,001-5,000 employees
Beneficial functionality, good user interface, and easy to use
Pros and Cons
- "Microsoft Dynamics CRM is easy to use, the UI is very good, and it has many capabilities."
- "The solution could improve by having better integration documentation."
What is our primary use case?
Microsoft Dynamics CRM can do a lot of things related to management within a company. For example, it can manage transactions or bookkeeping.
What is most valuable?
Microsoft Dynamics CRM is easy to use, the UI is very good, and it has many capabilities.
What needs improvement?
The solution could improve by having better integration documentation.
For how long have I used the solution?
I have been using Microsoft Dynamics CRM since it was released which has been many years.
What do I think about the scalability of the solution?
We have approximately 100 customers using this solution.
How was the initial setup?
The installation is straightforward.
What about the implementation team?
We have a team of 10 engineers and administrators that do the implementation and maintenance of the solution.
What's my experience with pricing, setup cost, and licensing?
There is a license required to use Microsoft Dynamics CRM.
What other advice do I have?
I would recommend this solution.
I rate Microsoft Dynamics CRM an eight out of ten.
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
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Updated: January 2026
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