One of the most useful features is we can configure Microsoft Dynamics CRM in the way that we need. This is configurable.
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?
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.
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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
Buyer's Guide
Microsoft Dynamics CRM
March 2026
Learn what your peers think about Microsoft Dynamics CRM. Get advice and tips from experienced pros sharing their opinions. Updated: March 2026.
884,933 professionals have used our research since 2012.
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
Solutions Architect at a tech vendor with 501-1,000 employees
Stable, reliable, and robust
Pros and Cons
- "The stability is excellent."
- "The mobile side of the product doesn't look that great right now."
What is our primary use case?
I have an embedded power app that's launched through Dynamics. I use it almost every day. I don't use any Dynamics features. I go straight to my ISV plugin and that's all.
What is most valuable?
For what I'm using it for it's great.
It's a pretty robust product.
I don't use any Dynamics features. I go straight to my ISV plugin and that's all. I just like this part of the Microsoft stack.
The stability is excellent. It's reliable.
What needs improvement?
The product can be a bit expensive, especially for a smaller organization.
I wouldn't want to change any aspect of the product.
The mobile side of the product doesn't look that great right now. It doesn't seem to render. It's the responsiveness across different devices, from light testing, just seemed kind of off. It seems like it really needs to identify when it's on a mobile device and minimize the view. It kind of just does a web page type of thing and it's just really difficult to use. From just the short time I've seen it, I'm not sure how anybody would ever be able to use it.
For how long have I used the solution?
I've been using the solution from a demo. I've used it in the last few months.
What do I think about the stability of the solution?
The solution is rock solid and very stable. It's reliable. There are no bugs or glitches. It doesn't crash or freeze. It's excellent.
What's my experience with pricing, setup cost, and licensing?
It's kind of pricey. It's about $50 or $60 per user. I have never been on the sales side of it or watched the organization from a licensing perspective. I don't know if it's higher or lower than what else is available. If I was a small business, that price would be too high for me if I was going to run it for my own practice as an individual. I'd either not use it or use something else - maybe something that's cheaper or supports just what I need.
What other advice do I have?
We are an ISV partner, an independent software vendor through Microsoft, and we can publish applications directly to the Dynamics store.
I've been very happy with the solution. I'd rate it at a ten out of ten.
Disclosure: My company has a business relationship with this vendor other than being a customer. Partner
RPA Practice Head at a tech services company with 501-1,000 employees
A straightforward setup, good pricing, and great technical support
Pros and Cons
- "The initial setup is pretty straightforward."
- "If there was a bit more automation, specifically for marketing tasks, that would be ideal."
What is our primary use case?
We primarily use the CRM for our leads and opportunities, and our client data.
How has it helped my organization?
Slowly, other departments are adopting a lot of the features we've been working with. Right now, it's only in sales and marketing, however, as the other departments adopt it, there will be a lot of streamlining.
What is most valuable?
The management and ability to process leads are the solution's most useful features. It makes it easy to maintain accounts and keep them up to date and relevant.
The interface is very good. It makes the product easy to use.
The price is pretty decent.
The initial setup is pretty straightforward.
The sales cycle is pretty great. Everything is at the tip of my fingers.
I have good visibility due to the excellent reporting.
The dashboard is great. From there I can click anywhere and see anything.
What needs improvement?
I've had a relatively good experience using the resolution. I'm not sure if there are any negative aspects of it.
If there was a bit more automation, specifically for marketing tasks, that would be ideal.
For how long have I used the solution?
We only just recently adopted the solution. We started using it about six months ago. It hasn't been a year yet.
What do I think about the stability of the solution?
The solution is Flash. I haven't seen any bugs or glitches on it. It's been pretty reliable. We don't have complaints in regards to stability.
What do I think about the scalability of the solution?
It's scalable. We've been able to ensure it grows with the company. It's been pretty easy to expand it as we need.
We have about 20-25 users on the product currently. They are all in sales and marketing. We'll be rolling it out to the greater company in the coming months.
How are customer service and technical support?
The technical support has been very good. We're quite satisfied. I would rate them ten out of ten. They are knowledgable and responsive when it comes to dealing with queries.
Which solution did I use previously and why did I switch?
I did previously use a different solution. This product is much better as it allows me to better process my leads and handle my sales cycle effectively. Everything I need is right there, accessible from the dashboard.
How was the initial setup?
The initial setup isn't too complex. We've found it to be rather straightforward. It's easy.
What's my experience with pricing, setup cost, and licensing?
The pricing is okay. It's not overly expensive.
What other advice do I have?
We're partners with Microsoft. We have a business relationship with them.
I'd like to let other companies know that this is a pretty cost-effective CRM and well worth considering.
Overall, I'd rate it nine out of ten. It does everything I need it to do and I can access anything from the dashboard. It's quite an effective CRM. Had they offered more automation, I would have given them perfect marks.
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
Project Manager at a financial services firm with 201-500 employees
We are able to effectively follow up on requests, ensuring all customer issues are resolved in a timely manner
Pros and Cons
- "We are able to effectively follow up on requests, ensuring all customer issues are resolved in a timely manner. This solution provides a platform where there is visibility of all customer interactions, with efficient follow-up."
- "Since we started using this platform, we have been able to ensure all communications trials with our customers are documented."
- "However, there is room for improvement."
What is our primary use case?
It is used for customer relationships. It is performing well.
How has it helped my organization?
The customer is the bedrock of every organization, and it is important the customers are always happy. Because all issues relating to customers are visible in the system, they are ultimately happy. When they are happier, they become our company's advocates. The solution is about ensuring an improved customer experience.
What is most valuable?
Since we started using this platform, we have been able to ensure all communications trials with our customers are documented. We are able to effectively follow up on requests, ensuring all customer issues are resolved in a timely manner. This solution provides a platform where there is visibility of all customer interactions, with efficient follow-up.
What needs improvement?
There is a feature called Social Listening. It enables the system to sniff out social interactions between our customers. With it, we are able to make informed decisions about the types of products and services to provide to customers.
The social listening feature is not embedded in the current version. We have to buy a separate license in order for it to be implemented. This feature should be embedded in the next release.
For how long have I used the solution?
Less than one year.
What do I think about the stability of the solution?
It is quite stable.
What do I think about the scalability of the solution?
It is very scalable once you understand the process. Though, there are limited applications that can be integrated with it.
We have been able to accommodate some of our legacy applications into the CRM software, which were not defaults in the functionality of the software by extending the software's functionality.
How are customer service and technical support?
We have local support. They are good partners with Microsoft. They have been providing adequate technical support. Our interactions with them have been fantastic.
Which solution did I use previously and why did I switch?
We had an existing solution, but it was locally implemented and did not have all the report features of a full-blown CRM software. We were not able to adequately track all interactions with our customers from all of the different channels. Therefore, we started searching for a new solution.
We chose Microsoft Dynamics CRM, because of the vendors, it was able to demonstrate its solution would fulfill our requirements. Also, integrations are easier with Microsoft Dynamics CRM. Ultimately, the vendor was able to demonstrate proficiency in being able to ensure that the solution would adequately meet our requirements.
How was the initial setup?
I was involved in the initial setup. It was pretty straightforward. We needed to provide the environment and basic server requirements. First, we set up the servers, next we test the environment, then we did the development.
What other advice do I have?
I rate it as an eight out of 10. It has been able to incorporate most of our processes. However, there is room for improvement.
I would tell a colleague searching for this type of solution that it is important to ensure that whatever solution you are trying to find, it is able to adequately fulfill at least most of your requirements. Microsoft Dynamics CRM is a software which is very scalable and technical. It should fit into the processes of most companies. It is a good choice.
One of the most important criteria is that we have referrals. We want to know if the vendor has previously implemented for a company similar to ours, e.g., in the same industry, because processes are industry specific. If this is the case, we want to get feedback from these referrals to know how long the implementation took, if they implemented it within their scope and in adequate time, and if they are gaining the expected value from the solution. We also want to know if the vendor has technical support.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Business Analyst at StackEdge Consulting
With the Mobile Sales feature, we can create drafts in offline mode and sync it later when we are online, but mobile usage to other verticals could be improved.
Pros and Cons
- "There are many other exciting features in MS Dynamics CRM 2015 version, promising outstanding customer experiences."
- "Enhancing mobile usage of the CRM to other vertical would be good."
Valuable Features:
MS Dynamics CRM 2015 release has many exciting features.
Following are a couple of my favorite features in this update.
1. Search
2. Mobile Sales
There are many other exciting features in MS Dynamics CRM 2015 version, promising outstanding customer experiences.
Improvements to My Organization:
With the Search feature, we are now able to search in Dynamics CRM 2015 in different records or customized records.
With the Mobile Sales feature, we can now create drafts in offline mode and sync it later when we are online.
Room for Improvement:
Enhancing mobile usage of the CRM to other vertical would be good. I believe the MS Dynamics CRM app is a great experience to the sales people. With the mobile app, we can nurture with leads, opportunities and accounts. Although I was looking to get reports, view of all the dashboards and other modules (Settings and Service).
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
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Updated: March 2026
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