Microsoft Dynamics CRM Other Advice

Rishabh Chhajer - PeerSpot reviewer
Head IT at Dhani

For first-timers, it may be advisable to consider using a smaller or Tier 2 CRM application rather than opting for Tier 1 options, such as Salesforce or Microsoft Dynamics CRM. This is because the cost of Tier 1 applications may exceed revenue and expenses for first-time users. However, if revenue increases gradually, it may be worth considering a shift to Microsoft Dynamics CRM. I discourage the use of Microsoft Dynamics CRM for small operations with only 20-30 audit agents.

Apart from the need for improvement in APIs for ERP integration and MIS reporting, we find the other features of Microsoft Dynamics CRM to be seamless. We have been using this application for almost a year and are satisfied with its performance. We look forward to continuing to use it in the future.

I rate Microsoft Dynamics CRM a seven out of ten.

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Arun Srivastav - PeerSpot reviewer
CEO at Planfirma Technologies Private Limited

The marketing automation feature within Microsoft Dynamics CRM is very standard. It does nothing great because most other CRMs also do the same thing.

The solution is good and versatile for simple workflows, but we face problems with complicated workflows. We prefer using very simple workflows, and we have to manually manage the solution for complicated workflows.

The initial configuration, which involves collecting data and putting up the master data, takes most of the time. The solution is very easy to install. Gathering company-wide and business data from different departments and putting them in takes a lot of time.

Microsoft Dynamics CRM is a very good tool for small-scale organizations with around 50 users using a lot of Microsoft tools and not using too much analytics or artificial intelligence. The solution integrates very well and is easier to use. Within the limitations, Microsoft Dynamics CRM is a good tool. The moment you start scaling above 40 to 50 users, you need to consider other solutions like Salesforce or HubSpot.

Overall, I rate the solution an eight out of ten.

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Kush Gupta - PeerSpot reviewer
VP Sales Head at Hexaware Technologies

The majority of our experience with CRMs is with Salesforce Sales Cloud and Microsoft Dynamics CRM. We are completely aligned with those two CRMs. Other CRMs we don't have much experience with, because Salesforce Sales Cloud and Microsoft Dynamics CRM are the two leading CRMs, and we only focus on them. There's a third CRM we use: Pega CRM.

Salesforce deals with all kinds of clouds, not just the marketing cloud, but Salesforce Sales Cloud is the most popular one. Salesforce Marketing Cloud is an acquisition and is a more difficult solution, and it fails a lot.

Microsoft Dynamics CRM used to be four versions behind Salesforce, but now it has really caught up. They have made major investments in the solution, and we are seeing a clear momentum in their favor. They are being very aggressive in terms of taking some of the market shares for Microsoft Dynamics CRM in the CRM market. Microsoft Dynamics CRM was a laggard, but now it's competing well with Salesforce.

On a scale of one to ten, I'm rating Microsoft Dynamics CRM seven out of ten.

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Buyer's Guide
Microsoft Dynamics CRM
April 2024
Learn what your peers think about Microsoft Dynamics CRM. Get advice and tips from experienced pros sharing their opinions. Updated: April 2024.
770,292 professionals have used our research since 2012.
Sushil Shankar - PeerSpot reviewer
Head - Strategic Business Partnerships at Aufait Technologies

We're a Microsoft gold partner. As a partner, we can access Microsoft products, including this solution. 

I'd recommend Zoho over Microsoft as it is technically easier to use. However, Microsoft if good.

It has a lot of modules and is configurable. It's just a bit more technical. When there is too much functionality, sometimes people don't know what to do with the product. 

I'd rate the solution seven out of ten. 

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Cirvesh-Daga - PeerSpot reviewer
Director at T-Systems International GmbH

I would definitely recommend it.

Overall, I would rate the solution a seven out of ten. The rating is a measure of the whole ecosystem, including processes, interfaces, and everything. No product in Landmark is a seven or eight. 

Even the most complex ERP looks like a ten during the initial decision, but by the time it's implemented, all systems come down to seven or eight, which is very good for the industry.

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Ricardo Elorza - PeerSpot reviewer
Expert IT Solution Architect at Nestle

We used version 2013, on-premise.

I'm not sure if Microsoft even sells this on-premises product anymore. They want to do everything on the cloud. 

If you're rolling this out for a small to medium operation, and your people are familiarized with Office and SharePoint, as most users are, it's a great option since you won't have to invest too much time to get everyone up to speed. However, for anything larger than that, a company should probably look elsewhere.

I'd rate the solution eight out of ten. 

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SR
Senior Manager at Arcana

I've hardly used Salesforce CRM. It's Microsoft Dynamics CRM I've been using the most.

My organization has one hundred users of Microsoft Dynamics CRM. There's a plan to increase its usage as well.

There's a dedicated team that's in charge of managing the Microsoft Dynamics CRM environment.

I would recommend the solution to others who want to start using it. I always recommend Microsoft Dynamics CRM to others, even to people considering Oracle CRM, but it would still depend on your environment and what the customer needs. I recommend solutions to others based on the requirements.

I would rate Microsoft Dynamics CRM six out of ten.

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Diana Silva - PeerSpot reviewer
Marketing Assistant at Izertis

Microsoft Dynamics CRM is used to integrate emails. Suppose you receive an email from a client, and you are sending an offer. You can see in each offer the last emails that have been in contact with each of your clients. This is really good for making an easier approach for each client and not losing track of everything.

Since the solution is Microsoft software, it is capable of integrating documents, which is really good. The solution not only uploads documents as PDFs but creates Word or Excel, which is really good for keeping track of everything simultaneously.

Microsoft Dynamics CRM supports remote work perfectly because I'm working with the eBridge mode. I work from the office and also from home, and the solution works the same.

I would recommend Microsoft Dynamics CRM to other users. It's a good solution to keep track of everything, improve your sales approach or sales efforts, keep it all in one place, and not lose track. It's a better way to control and keep the responsibility for each salesperson or the directors. It's a great solution to improve your business vision and achieve your objectives.

Overall, I rate Microsoft Dynamics CRM an eight out of ten.

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Tushar Rahatekar - PeerSpot reviewer
Sr. Systems Analyst at a maritime company with 10,001+ employees

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.

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Marouan Bellioum - PeerSpot reviewer
Cyber Security Program Manager at a financial services firm with 10,001+ employees

I would rate this solution a seven out of ten.

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SB
Project Manager at a financial services firm with 201-500 employees

I would rate this solution 8 out of 10. 

I would absolutely recommend this solution to those who want to start using it. My advice is that you need to understand what the scope of the project is. What exactly do you want CRM to do? If it's for customers and to manage customer interactions, then it's going to perform excellently well.

If you're bringing in other processes into the solution outside of core CRM functionalities, then you need to ensure that the system is able to handle such processes. But when it comes to handling a large volume of data processing, there might be a drive on the system, but it handles its core functions adequately well.

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Daniel_Thomas - PeerSpot reviewer
CRM Analytics Lead-Consumer Insights at a retailer with 1,001-5,000 employees

Understanding your overall strategy with data is critical. When you are using or getting used to one particular client platform, an enterprise requirement to scale it up requires enormous amounts of capital. 

It is definitely not geared towards small-sized or medium-sized businesses. It has to be large organizations. I do know that D 365 does have things for small-sized and medium-sized businesses, but I haven't worked with it in that capacity. Knowing what I know about how it works at an enterprise level, the amount of work or cost incurred to make it more and more scalable is definitely something that small-sized and medium-sized businesses can't do.

I would rate this solution a seven out of ten. 

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Cameo Mbowane - PeerSpot reviewer
Chief Executive Officer at Customersoft Innovation

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.

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LC
Technology, Tools, & Solutions - Program Manager at a consultancy with 501-1,000 employees

My advice to others wanting to implement this solution is to make sure that they have a proper enterprise architecture. If you're starting out small, make sure you fully understand the different use cases, because you may end up overpaying for features that are never put into use.

I would recommend the professional services and training for implementation, to allow the staff to receive the knowledge of how to do some of the customizations. It does require some change management across the organization in terms of how to use fields, and all the different touchpoints. It's a pretty good database, it is not perfect, but it is the mid-range level solution. There are automation features that could improve, but with certain software, you can integrate to have it managed some automation in the background.

I rate Microsoft Dynamics CRM a seven out of ten.

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Nikhil Kurup - PeerSpot reviewer
Asst. Manager Strategic Marketing, Microsoft Partnership at Nous Infosystems

Microsoft Dynamics CRM is deployed on-cloud in our organization. We get the solution for free as part of our Microsoft partnership.

Overall, I rate Microsoft Dynamics CRM an eight out of ten.

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Paul Olaleru - PeerSpot reviewer
Business Development Manager at Artech2000

Microsoft Dynamics CRM has a user-friendly platform.

My first piece of advice to those planning to use it would be that you are working with a known brand and popular brand that has stood the test of time. The moment you sign up and adopt Microsoft Dynamics or Microsoft CRM, you are well assured of reliable support from wherever you are. They are just an email away. I believe since I've registered before, I know that I haven't stopped providing a support structure that will be present and available to reach out to you at any moment, given the severity of the situation. Once you have the software, it will give you peace of mind. I have been doing a lot of research looking at Gartner Quadrant, but I haven't studied the different software solutions. I found out that Microsoft is the leader in one of the quadrants mentioned in the Gartner Quadrant. It is an opportunity to put your business or your organization, or whatever you want to use it for, on the world map using a worldwide trusted software.

The reason is that I believe that there is still room for improvement because of its activities in the industry. It has to stand the test of time because of its brand name, popularity, and the reviews I have read over time. I believe that a rating of seven is good standing for now.

I rate Microsoft Dynamics CRM a seven out of ten.

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Benoit Tellier - PeerSpot reviewer
IT Telehealth Specialist at Clinical & Support Options

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.

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EV
IT manager at Koleksiyon

I would recommend the solution to others. It is a simple tool. Overall, I rate the solution an eight out of ten.

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ML
Salesman at Manacor

The solution's maintenance requires three to four technical executives. I recommend the solution to others and rate it as a nine.

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AM
Solution Architecht at Saas Plaza

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.

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MF
Market Response Coordinator at a financial services firm with 201-500 employees

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.

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Roymell Santos - PeerSpot reviewer
ICT Officer at Intelligent Skincareinc Inc.

I would rate this solution 8 out of 10.

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SP
Solutions Architect at a tech vendor with 501-1,000 employees

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.

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IL
Account Manager at Liquidity X

I rate Microsoft Dynamics CRM eight out of 10. I would recommend it to others. It's easy to use, and it has a lot of features. 

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TY
Technical Consultant at LinkDev

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.

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Gary Cook - PeerSpot reviewer
Executive at Empowered Analytics

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.

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Anup-Kumar - PeerSpot reviewer
Portfolio Strategiest at a computer software company with 1,001-5,000 employees

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. 

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SM
Data Protection & Archiving Solution Architect at a tech services company with 51-200 employees

I give the solution a nine out of ten.

We have 25 people using the solution in our organization.

I recommend Microsoft Dynamics CRM to all customers.

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SO
Operational Risk Analyst at a financial services firm with 5,001-10,000 employees

I recommend Microsoft Dynamics CRM to everyone. There are some improvements that can be made but overall it is functional.

I rate Microsoft Dynamics CRM a seven out of ten.

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Goncalo Valadas - PeerSpot reviewer
Principal Engineer at CRITICAL Software

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. 

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JP
Communication and Security Director at Nunsys S.L.

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

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GabrielaDavila - PeerSpot reviewer
Snr Sales Account Manager at a tech services company with 201-500 employees

We are a Microsoft partner.

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

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MA
vCIO at a computer software company with 11-50 employees

My best advice would be to make sure that you understand the client's requirements before customizing the solution. Microsoft Dynamics CRM is highly customizable, but that's also a challenge because you will need to configure something.

Overall, I would rate this solution at eight out of ten.

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Terence Mupeti - PeerSpot reviewer
Technology Services Lead at MASA

I would recommend this solution to potential users. I do not have anything great to say about it, and neither do I have anything bad to say about it. It is a tool that is available, and I use it. 

On a scale from one to ten, I would give Microsoft Dynamics CRM a seven.

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ME
PTM at Computer Network Systems

I would rate Microsoft Dynamics eight out of 10. It's easy to use, flexible, and you can get your reports instantly.

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JF
Founding Member /Technical Director at BonPro Information Systems

I give the solution a seven out of ten.

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Gaurav Chauhan - PeerSpot reviewer
Product manager at Indusface

We have approximately 10 IT support staff for this solution. The IT staff includes engineers and managers.

I would recommend this solution to others.

I rate Microsoft Dynamics CRM a ten out of ten.

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Dinesh Parashar - PeerSpot reviewer
Practice Head- Epicor at coporateserve Solutions pvt. ltd.

I would recommend this solution to others.

I rate Microsoft Dynamics CRM a seven out of ten.

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Michalis Evripidou - PeerSpot reviewer
Payment Specialist at a wholesaler/distributor with 51-200 employees

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.

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Gustavo  Leo - PeerSpot reviewer
Founder at Helpbi

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

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RS
Solution Consultant at a tech services company with 11-50 employees

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.

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KB
Sr. Enterprise Account Executive at a tech services company with 51-200 employees

I rate Microsoft Dynamics CRM a seven out of ten.

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AH
Office Administrator at a transportation company with 11-50 employees

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.

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PS
Assistant Director at a tech services company with 501-1,000 employees

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

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

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MirziyodMirsaatov - PeerSpot reviewer
CEO at Top-IT Solutions Ltd

I would recommend this solution to others.

I rate Microsoft Dynamics CRM a seven out of ten.

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SB
Project Manager at a financial services firm with 201-500 employees

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.

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Vishwesh Hegde - PeerSpot reviewer
Technical Sales Manager at a tech services company with 1-10 employees

The most important thing is to be very sure about where you have saved what.

I rate this solution eight out of 10. 

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AJ
Software Developer at Tarika Technologies Pvt Ltd

I would rate this solution a 10 out of 10.

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CB
Solution architect at GlassHouse

I would recommend this solution to others.

I rate Microsoft Dynamics CRM a ten out of ten.

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CB
Account manager at a engineering company with 11-50 employees

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.

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ZL
RPA Practice Head at a tech services company with 501-1,000 employees

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.

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Sergiy Ustenko - PeerSpot reviewer
Marketing Manager at Idealsoft

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.

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Samaiea Fernandes - PeerSpot reviewer
Software Procurement at Bytes & Pieces

I would recommend this solution to others thinking of implementing it, and I give it a nine out of ten.

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DP
Project Lead at a computer software company with 201-500 employees

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.

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NH
Entrepreneur at a comms service provider with 1,001-5,000 employees

I rate Microsoft Dynamics CRM an eight out of ten.

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AS
Knowledge and associate at a consultancy with 1,001-5,000 employees

I would recommend this solution.

I rate Microsoft Dynamics CRM an eight out of ten.

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CC
Head of .NET Department at Evozon

I would recommend this solution to others but it does depend on the setup. 

I would rate this solution an eight out of ten. 

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JP
Sales Manager at a tech vendor with 51-200 employees

I would not recommend this solution to others, it is not a good tool.

I rate Microsoft Dynamics CRM a three out of ten.

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TL
Project Assistant with 51-200 employees

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. 

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VJ
Business Development at a tech services company with 51-200 employees

I have pipeline middlemen who sell Microsoft Dynamics CRM as a B2B solution through the web portal, or E-Commerce portal. Clients just need to click on the order form found on the web portal of Microsoft Dynamics CRM.

Microsoft Dynamics CRM is a good software because it has a lot of features. 

I do the automation and email feed, and I check the instruments for clients, but they're not my clients directly. I have no idea on how many people clients need for the deployment and maintenance of this solution. I also don't deal with the Microsoft technical support team.

Microsoft Dynamics CRM is a good tool, so I can recommend it to people who want to start using it.

I'm not sure about the subscription for this solution. It could be a yearly subscription.

I just did one team up development with Microsoft Dynamics CRM, but I'm rating it a seven out of ten.

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MB
Administrative Assistant at a wireless company with 11-50 employees

This solution integrates well with other systems. 

I would rate this solution an eight out of ten. 

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Buyer's Guide
Microsoft Dynamics CRM
April 2024
Learn what your peers think about Microsoft Dynamics CRM. Get advice and tips from experienced pros sharing their opinions. Updated: April 2024.
770,292 professionals have used our research since 2012.