Microsoft Dynamics CRM Primary Use Case
The solution can be deployed on a public cloud or private cloud. The price of our private cloud is expensive. The data is residing within the geographic boundaries of the country so we proceeded with the public cloud.
We offer three applications to our customers for loan requests and trading account openings. To begin the process, customers must register through our mobile application on iOS or Android, which utilizes APIs to capture and transmit their information to Microsoft Dynamics. This asynchronous system involves a pull-and-push mechanism that allows us to receive and reflect upon the data provided. Our Microsoft Dynamics CRM platform is also closely connected with our contact center dialers, which we utilize for both inbound and outbound calls. When a customer contacts us, their information appears on our screen thanks to CRM APIs that identify the mobile number and other details. Our CRM serves three primary purposes, including the aforementioned use cases, as well as MIS reporting for management.
The good thing is that the solution integrates with most of the Microsoft tools, and it becomes easier for us to navigate through. It's quite an easy solution, and the business people can easily understand it. Since the CRM itself is integrated with emails, WhatsApp, and SMS gateways, it has multiple channels. Since it's all integrated, it becomes easier. Microsoft Teams meetings are integrated into Microsoft Dynamics CRM.
View full review »We use Microsoft Dynamics CRM primarily for sales, but using it for marketing is also becoming very predominant.
View full review »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.
768,740 professionals have used our research since 2012.
I'm primarily using the solution as a CRM.
View full review »My main use cases include case management and tracking customers.
We integrate CRM into our daily sales processes.
Sales processes are predefined. The choice of CRM depends on how flexible you can make workflows. That's why Salesforce is popular.
View full review »We primarily use the solution as a CRM for a call center.
View full review »We use Microsoft Dynamics CRM to control sales advancements in our company.
View full review »I manage projects that include use cases from finance. I take them from beginning to end and manage the expectations. One of our concerns is having a secure infrastructure. In-depth security is part of our design.
We do a lot of development for our clients that is specific to Microsoft Dynamics CRM.
View full review »SB
Segun Babalola
Project Manager at a financial services firm with 201-500 employees
We use this solution for customer relationship management. It enables us to have a 360-degree view of all our customer interactions. We have various touch points and a call center that our customers call into. After every call, we log the interactions with the customer.
We also have customers that walk into our premises, and we attend to various requests like inquiries, requests, or complaints. After the interactions with the customer, we log the interactions. We also have email interactions with customers that are logged on the platform.
When you go to a customer's profile, you're able to see all communications with that customer based on the various touch points. Whether it's a phone call, whether they're coming into the office physically, or whether it's via emails, you're able to see all the interactions and keep a track of all events regarding that customer.
Anybody who looks at the customer profile is able to know what has transpired up until that point and proffer whatever solutions the customer requires based on their inquiries. It's been very helpful.
It's currently deployed on-prem, but we're planning to update to the cloud version.
There are about 125 people using this solution.
View full review »It is a general CRM. It almost acts as the central hub through which all of our transactions, whether e-commerce or retail, are funneled. It also brings in everything from our inventory. So, essentially, the overall collection of all of that data is deployed through it. This is the main tool that we use.
View full review »We were using Microsoft Dynamics CRM in a facility management company for contract and customer relationship management.
View full review »LC
reviewer1439424
Technology, Tools, & Solutions - Program Manager at a consultancy with 501-1,000 employees
We use Microsoft Dynamics CRM for our opportunity tracking system. Anytime we have sales opportunities, we integrate the solution with our quoting software. The quote is generated and all the details flow into our Microsoft Dynamics CRM, which then builds our pipeline. We're able to integrate it with other Microsoft forms and our Dynamics SL Accounting system.
We maintain a client base on Microsoft Dynamics CRM and regularly update various sales motion statuses on Microsoft Dynamics CRM.
View full review »We use our company to store customer information and track customer engagement.
We are using Microsoft Dynamics CRM as a help desk ticketing system.
View full review »EV
ErkanVarol
IT manager at Koleksiyon
The salespeople in our organization use the product. It is connected to SAP. Our consultants use many of the customized features.
View full review »ML
Marcos Luján
Salesman at Manacor
We use the solution for customer service, marketing follow-ups, and sales.
View full review »AM
AMalik
Solution Architecht at Saas Plaza
Microsoft Dynamics CRM is used for potential lead opportunities. Generally, salespeople use it.
View full review »MF
reviewer2011371
Market Response Coordinator at a financial services firm with 201-500 employees
We use Microsoft Dynamics CRM for marketing and sales, for example, for basic contact and lead management and email marketing.
View full review »We are using this solution for the financial module. We have 25 users in sales who are using this solution in my organization.
The solution is deployed on-premises.
View full review »SP
reviewer1679265
Solutions Architect at a tech vendor with 501-1,000 employees
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.
IL
Irene Leonidou
Account Manager at Liquidity X
We use Dynamics as a database of the customer accounts we call. About 50-60 people at this office are using it.
View full review »TY
TarekYehia
Technical Consultant at LinkDev
I use it as a backend. I use it in many applications like automation.
View full review »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.
View full review »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.
View full review »SO
Somadina Leo
Operational Risk Analyst at a financial services firm with 5,001-10,000 employees
We use Microsoft Dynamics CRM for our complaints system, data management, and reports for all information that is related to external customer data. I spool the data from Microsoft Dynamics CRM and then I use Microsoft Excel to process, analyze, and get insight into the data. Microsoft Dynamics CRM has an analytics aspect, but we have not been using it because the data that has been fed in is not clean enough. The analytics aspect of Microsoft Dynamics CRM does not give us the results that we want. Most of the time I have to spool the data myself, clean it, by using Microsoft Excel, and then I have to process it before I can generate reports.
For internal workflow processes, we use ProcessMaker.
View full review »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.
JP
Jesus Petez
Communication and Security Director at Nunsys S.L.
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.
View full review »MA
reviewer2027961
vCIO at a computer software company with 11-50 employees
We use Microsoft Dynamics CRM for accounting and case tracking. It is deployed on the cloud.
View full review »I have been using Microsoft Dynamics CRM to monitor the pipeline, keep up with leads, and manage the sales pipeline. I use it to make sure that we have logged our leads and followed up on them.
ME
Mohamed El Mashrafi
PTM at Computer Network Systems
We use Dynamics to discover sales opportunities and follow up on closed orders. Its dashboard gives you visibility into the sales pipeline so you can conduct analysis and identify opportunities.
View full review »JF
Jabu Fihla
Founding Member /Technical Director at BonPro Information Systems
The solution has a wide range of uses in addition to CRM. Currently, it is being used for finance project management, IT ticketing system, and capturing and monitoring strategic KPIs.
View full review »We are using Microsoft Dynamics CRM mostly for team collaboration and customer information.
View full review »I have not used the solution, but it can be used for customer relationship management.
View full review »We use Microsoft Dynamics to call the client and verify their information.
We implemented the CRM for clients. We had 80 or 85 agents on it.
View full review »RS
Rio Satriyo
Solution Consultant at a tech services company with 11-50 employees
We use Microsoft Dynamics CRM to record the pipeline and activities.
View full review »KB
reviewer1233099
Sr. Enterprise Account Executive at a tech services company with 51-200 employees
I was using Microsoft Dynamics CRM for customer relations and sales.
View full review »AH
reviewer1798299
Office Administrator at a transportation company with 11-50 employees
We use Microsoft Dynamics CRM for our day-to-day operations in our organization.
View full review »PS
reviewer1405653
Assistant Director at a tech services company with 501-1,000 employees
We use Microsoft Dynamics CRM with our chain management and internal project team to identify the areas to improve our workflow.
View full review »Microsoft Dynamics CRM is used for planning.
View full review »SB
Segun Babalola
Project Manager at a financial services firm with 201-500 employees
It is used for customer relationships. It is performing well.
View full review »We use Microsoft Dynamics to keep our pipeline aligned with our counterparts and OEMs. We are customers of Microsoft and I'm a technical sales manager.
View full review »AJ
Ajay Jamwal
Software Developer at Tarika Technologies Pvt Ltd
Our clients mainly use this to manage and maintain customer relationships within the requirements of their business. However, our role is to carry out some custom integration that sets the solution up for our clients to use.
ZL
reviewer1414530
RPA Practice Head at a tech services company with 501-1,000 employees
We primarily use the CRM for our leads and opportunities, and our client data.
View full review »My main use of this solution is to collect information from our other Microsoft solutions.
View full review »NH
reviewer1691898
Entrepreneur at a comms service provider with 1,001-5,000 employees
Dynamics is a Customer Relationship Management (CRM) cloud solution. However, previously we mainly installed it on-premise for car dealers.
View full review »AS
reviewer1688787
Knowledge and associate at a consultancy with 1,001-5,000 employees
Microsoft Dynamics CRM can do a lot of things related to management within a company. For example, it can manage transactions or bookkeeping.
View full review »CC
Claudiu Cretu
Head of .NET Department at Evozon
We use this solution to track our client's information, plans, and discussions we have with them.
View full review »JP
reviewer1253358
Sales Manager at a tech vendor with 51-200 employees
The purpose of Microsoft Dynamics CRM is to keep track of opportunities. This is its only purpose, for customer relationship management.
View full review »TL
reviewer830280
Project Assistant with 51-200 employees
I mostly use the solution on the cloud for CRM purposes.
View full review »CB
Can-Bolat
Solution architect at GlassHouse
I use Microsoft Dynamics CRM for direct pipeline sales and for administration tools to keep the whole sales environment together.
View full review »VJ
reviewer1120545
Business Development at a tech services company with 51-200 employees
I used Microsoft Dynamics CRM for just one or two projects, but it was not for myself. I provided it to clients who need internet automation services.
View full review »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.
768,740 professionals have used our research since 2012.