it_user5817 - PeerSpot reviewer
Director of Architecture/Design at a individual & family service with 10,001+ employees
Real User
Easy and fast to implement. Very flexible. But complicated to manage when using with Outlook and SharePoint.

What is most valuable?

Easy and fast to implement. Very flexible to be able to meet our business needs. Low cost licensing.

What needs improvement?

Mobile requires a 3rd party. More complicated to manage when using with Outlook and SharePoint.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
it_user1068 - PeerSpot reviewer
it_user1068Tech Support Staff at a tech company with 51-200 employees
Vendor

I do agree with this author. In fact, according to my experience and point of view, Microsoft Dynamics is the best CRM (Customer Relationship Management) tool in the market. However, just like any other program, a user must be armed with the right knowledge and skills to use it to the maximum.

Gustavo  Leo - PeerSpot reviewer
Founder at Helpbi
Real User
Top 10
Flexible with good pricing but not ideal for smaller companies
Pros and Cons
  • "It's a good solution for enterprise-level companies."
  • "It could be less complicated for smaller organizations."

What is our primary use case?

We implemented the CRM for clients. We had 80 or 85 agents on it. 

What is most valuable?

The solution is offered at a good price. They offered a good cost reduction.

The flexibility is very good. 

It's a good solution for enterprise-level companies.

What needs improvement?

We'd like to see more pre-built models for small companies. It could be less complicated for smaller organizations. You spend so much time configuring it that it doesn't make sense for smaller companies. 

What do I think about the stability of the solution?

The stability is very good. There are no bugs or glitches, and it doesn't crash or freeze. It is reliable.

What do I think about the scalability of the solution?

The solution scales very well. It's excellent for enterprise-level companies. The more you have on it, the better it is. 

How was the initial setup?

There can be a lot of initial configurations that need to be done in the beginning. It can be a bit complex in that regard. 

What other advice do I have?

I'd rate the solution seven out of ten. It's been a good solution overall. 

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Buyer's Guide
Microsoft Dynamics CRM
May 2024
Learn what your peers think about Microsoft Dynamics CRM. Get advice and tips from experienced pros sharing their opinions. Updated: May 2024.
772,679 professionals have used our research since 2012.
Solution Consultant at a tech services company with 11-50 employees
Real User
Top 10
Stable enough and has a good pipeline management feature
Pros and Cons
  • "My access to Microsoft Dynamics CRM is limited, so I can only access the feature of registering the pipeline and activities. That feature is enough for me to do the job, and is what I find most valuable in the solution."
  • "Microsoft Dynamics CRM is operational enough, in terms of frequency, but an area for improvement would be its dashboard. Currently, it's widget-like, so hopefully, it could be improved, particularly to allow you to create a custom dashboard using a query. A custom dashboard would make the solution better and is an additional feature I'd like to see in the next release of Microsoft Dynamics CRM because right now, it only has a default dashboard, but maybe my account has limited access, so I can only see the default version of the dashboard."

What is our primary use case?

We use Microsoft Dynamics CRM to record the pipeline and activities.

What is most valuable?

My access to Microsoft Dynamics CRM is limited, so I can only access the feature of registering the pipeline and activities. That feature is enough for me to do the job, and is what I find most valuable in the solution.

What needs improvement?

Microsoft Dynamics CRM is operational enough, in terms of frequency, but an area for improvement would be its dashboard. Currently, it's widget-like, so hopefully, it could be improved, particularly to allow you to create a custom dashboard using a query. A custom dashboard would make the solution better and is an additional feature I'd like to see in the next release of Microsoft Dynamics CRM because right now, it only has a default dashboard, but maybe my account has limited access, so I can only see the default version of the dashboard.

For how long have I used the solution?

I've been using Microsoft Dynamics CRM since I joined the company. I've been using it for around two years now.

What do I think about the stability of the solution?

Microsoft Dynamics CRM is a stable solution. The stability of the solution is enough for me, and I haven't seen the server being down. So far, Microsoft Dynamics CRM is okay in terms of stability.

How are customer service and support?

My company has a dedicated IT team, specifically an internal MIT team that takes care of issues with Microsoft, so the MIT team is responsible for contacting the Microsoft Dynamics CRM support team.

Which solution did I use previously and why did I switch?

Before I joined my current company, I used Salesforce CRM.

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

I'm not aware of the pricing for Microsoft Dynamics CRM.

What other advice do I have?

I'm not an implementer. My role here in the company is presales.

Over a hundred people use Microsoft Dynamics CRM in the company, and it's a solution that's used every day. Users are product managers and people from the channel and delivery teams. I have no information if the company plans to increase usage of the solution.

My advice to people looking into using Microsoft Dynamics CRM is that it's a good solution because if you're in a Microsoft environment, the solution has compatibility with different Microsoft products and features such as Office, Outlook, etc.

My rating for Microsoft Dynamics CRM is eight out of ten.

My company is a customer or user of the solution.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Sr. Enterprise Account Executive at a tech services company with 51-200 employees
Real User
Integrates well, stable, but could be easier to use
Pros and Cons
  • "Microsoft Dynamics CRM has good integration with the Microsoft Stack of solutions. However, the Salesforce ecosystem is stronger."
  • "There are more people using Salesforce. Therefore, there are more partners, and applications for it, and is easier to use."

What is our primary use case?

I was using Microsoft Dynamics CRM for customer relations and sales.

What is most valuable?

Microsoft Dynamics CRM has good integration with the Microsoft Stack of solutions. However, the Salesforce ecosystem is stronger.

What needs improvement?

There are more people using Salesforce. Therefore, there are more partners, and applications for it, and is easier to use. 

For how long have I used the solution?

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

What do I think about the stability of the solution?

Microsoft Dynamics CRM is a stable solution. We never had any problems, it was always running well.

What do I think about the scalability of the solution?

The scalability of Microsoft Dynamics CRM is good.

How are customer service and support?

The support from Microsoft would improve. Most of the time of the day is terrible. We use a third-party vendor to handle issues we have.

Which solution did I use previously and why did I switch?

I have previously used Salesforce. Microsoft Dynamics CRM is a little bit different than Salesforce, but they're competing well. Microsoft Dynamics CRM was not a bad solution.

How was the initial setup?

Microsoft Dynamics CRM's initial setup was simple.

What other advice do I have?

I rate Microsoft Dynamics CRM a seven out of ten.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Office Administrator at a transportation company with 11-50 employees
Real User
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?

We use Microsoft Dynamics CRM for our day-to-day operations in our organization.

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.

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: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Assistant Director at a tech services company with 501-1,000 employees
Real User
Top 20
Effective low code platform, responsive support, and high availability
Pros and Cons
  • "The most valuable feature of Microsoft Dynamics CRM is that it is a low-code platform and we can perform business process management."
  • "Microsoft Dynamics CRM can improve the integration with the other system. If they have more flexibility to connect with another system it will be more effective."

What is our primary use case?

We use Microsoft Dynamics CRM with our chain management and internal project team to identify the areas to improve our workflow.

What is most valuable?

The most valuable feature of Microsoft Dynamics CRM is that it is a low-code platform and we can perform business process management.

What needs improvement?

Microsoft Dynamics CRM can improve the integration with the other system. If they have more flexibility to connect with another system it will be more effective.

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?

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

What do I think about the scalability of the solution?

We have approximately 200 users using the solution.

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

How are customer service and support?

The support has been responsive and helpful.

I rate the support of Microsoft Dynamics CRM a ten out of ten.

How would you rate customer service and support?

Positive

Which solution did I use previously and why did I switch?

I have previously used Oracle CRM. Microsoft Dynamics CRM operates more smoothly than Oracle does because we are using Microsoft SaaS.

How was the initial setup?

The initial setup of Microsoft Dynamics CRM is not complex.

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

The solution is expensive.

I rate the price of Microsoft Dynamics CRM a four out of ten.

What other advice do I have?

We have approximately three people for the maintenance of the solution.

I rate We are using Microsoft Dynamics CRM an eight out of ten.

Which deployment model are you using for this solution?

Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
MirziyodMirsaatov - PeerSpot reviewer
CEO at Top-IT Solutions Ltd
Real User
Top 5Leaderboard
Flexible, simple installation, but expensive
Pros and Cons
  • "The most valuable feature of Microsoft Dynamics CRM is the flexibility with Microsoft Office 365."
  • "The overall price of Microsoft Dynamics CRM could improve."

What is our primary use case?

Microsoft Dynamics CRM is used for planning.

What is most valuable?

The most valuable feature of Microsoft Dynamics CRM is the flexibility with Microsoft Office 365.

What needs improvement?

The overall price of Microsoft Dynamics CRM could improve.

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?

Microsoft Dynamics CRM is a stable solution.

What do I think about the scalability of the solution?

I have found Microsoft Dynamics CRM to be scalable.

We have more than 10 people in our organization using this solution.

How was the initial setup?

The initial installation of Microsoft Dynamics CRM is not difficult.

What about the implementation team?

We did the implementation of Microsoft Dynamics CRM.

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

The annual license for Microsoft Dynamics CRM could be reduced, it is expensive.

What other advice do I have?

I would recommend this solution to others.

I rate Microsoft Dynamics CRM a seven out of ten.

Which deployment model are you using for this solution?

Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Project Manager at a financial services firm with 201-500 employees
Real User
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."

    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: I am a real user, and this review is based on my own experience and opinions.
    PeerSpot user
    Buyer's Guide
    Download our free Microsoft Dynamics CRM Report and get advice and tips from experienced pros sharing their opinions.
    Updated: May 2024
    Buyer's Guide
    Download our free Microsoft Dynamics CRM Report and get advice and tips from experienced pros sharing their opinions.