Microsoft Dynamics CRM Overview

Microsoft Dynamics CRM is the #1 ranked solution in our list of top CRM Customer Engagement Centers. It is most often compared to SAP CRM: Microsoft Dynamics CRM vs SAP CRM

What is Microsoft Dynamics CRM?

Dynamics CRM is Microsoft's leading Customer Relationship Management solution. This solution allows organizations to nurture their relationships with their customers, to engage with these customers in the best way possible at all the right times, and to match customers to the correct products and services.

Dynamics CRM is one of the most effective sales and marketing tools around, because of its innovative and social-driven technology. The tool allows marketers and salespeople to communicate, interact and service customers in a smarter, personalized, and more insightful manner. And best of all is that this can all be done from any device, as Dynamics CRM is mobile-based, cloud-based and available on-premise. The tool also integrates with social media platforms, allowing for full social media capabilities and reporting.

Microsoft Dynamics CRM is also known as Dynamics CRM.

Microsoft Dynamics CRM Customers

Metro Bank, Nissan, Pandora, Delta, Haynes International, City of London, Trek and many more market leaders.

Microsoft Dynamics CRM Video

Microsoft Dynamics CRM Archived Reviews (More than two years old)

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SB
HeaRis224
Project Manager at a financial services firm with 201-500 employees
Real User
Leaderboard
Aug 1, 2018
We are able to effectively follow up on requests, ensuring all customer issues are resolved in a timely manner

What is our primary use case?

It is used for customer relationships. It is performing well.

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 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…
    it_user187317
    Business Analyst at StackEdge Consulting
    Consultant
    Top 10
    Feb 15, 2016
    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.​
    it_user11019
    Owner at a tech consulting company with 51-200 employees
    Consultant
    Oct 7, 2013
    Why use Microsoft Dynamics CRM for your business?
    One thing’s for sure, in order for SMEs to continue their growth and maximise productivity and profitability, they need to be utilising a top class CRM system. There are a few out there on the market, and Microsoft Dynamics CRM is one of the most popular – for good reason. So what exactly are the benefits of implementing a Microsoft Dynamic CRM solution in your business? Here, we’ve put together a list of the five best features that represent this superb tool. 1. Integration. Microsoft Dynamics CRM has some unbeatable integration functions, especially together with other Microsoft tools. Office is often one of the most popular and used products, and Dynamics CRM offers seamless integration. This tool also provides easy integration with SharePoint – another brilliantly flexible…
    it_user8937
    Owner with 51-200 employees
    Vendor
    Aug 28, 2013
    Salesforce versus Dynamics… the death match
    We reviewed Salesforce and MS Dynamics in November last year. Clearly we chose one provider over the other but I’ll save that information for later. For now I thought I’d share the decision making process we went through to get to a “winner”. The key things for us were as follows: User experience – Salesforce wins Salesforce is the winner here and the user interface for Salesforce is really slick and easy to use. It’s also really quick which is a big thing although there is a different interface (not just different configuration) for service users (service cloud) compared to sales users (sales cloud) which we found to be a bit weird. The Dynamics interface is fine but a bit uninspiring and misses some of the UX ‘tricks’ that Salesforce has got. The release that Microsoft did late…
    it_user8937
    Owner with 51-200 employees
    Vendor
    Aug 28, 2013
    MS Dynamics – the good, the bad and the ugly.
    So no software is perfect and everything these days is in a state that could be best described as perpetual beta. Dynamics online is no different. I think though that more and more people will opt for this platform on the basis of cost so it’s with knowing what’s good and bad. Here’s my list! The good There are lots of good features in Dynamics so this is really a list of the highlights: Case management – This was a core feature in our requirements list and by and large the system has delivered what we need. Dynamics has allowed us to track all customer cases through the system and this is giving us compelling stats that we can use to resource and drive the business. Integration with Outlook – you’d expect Dynamics to be tightly integrated with other Microsoft products and…
    it_user6246
    Partner at a insurance company with 51-200 employees
    Vendor
    Apr 30, 2013
    Licenses are cheap if you are a Microsoft shop, but cost of ownership is high.

    Valuable Features:

    Licenses are cheap if you are a Microsoft shop, easy to to customize.

    Room for Improvement:

    Chunky, UI isn't great, requires a lot of customization - so cost of ownership is high, feels like Salesforce is probably a better overall bet.
    it_user5817
    Director of Architecture/Design at a individual & family service with 10,001+ employees
    Vendor
    Apr 9, 2013
    Easy and fast to implement. Very flexible. But complicated to manage when using with Outlook and SharePoint.

    Valuable Features:

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

    Room for Improvement:

    Mobile requires a 3rd party. More complicated to manage when using with Outlook and SharePoint.
    it_user1701
    CEO at a computer software company with 51-200 employees
    Vendor
    Aug 27, 2012
    Customizable and easy to deploy, but requires an SI for effective use.

    Valuable Features:

    Highly customizable. Easy initial deployment.

    Room for Improvement:

    Not structured for small Bussiness. Most likely will need a systems integrator for effective use.