We just raised a $30M Series A: Read our story

Microsoft Dynamics CRM Primary Use Case

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 »
ZL
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 »
SP
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.

View full review »
Find out what your peers are saying about Microsoft Dynamics CRM vs. Zoho Desk and other solutions. Updated: November 2021.
555,139 professionals have used our research since 2012.
AS
Decision Analytics Associate Consultant at a consultancy with 10,001+ 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 »
NH
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 »
TL
Project Assistant with 51-200 employees

I mostly use the solution on the cloud for CRM purposes. 

View full review »
Find out what your peers are saying about Microsoft Dynamics CRM vs. Zendesk Support and other solutions. Updated: November 2021.
555,139 professionals have used our research since 2012.