2018-07-23T06:38:00Z

What advice do you have for others considering Microsoft Dynamics CRM?

Julia Miller - PeerSpot reviewer
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PeerSpot user
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53 Answers

Diana Silva - PeerSpot reviewer
Real User
Top 20
2024-02-16T15:18:00Z
Feb 16, 2024

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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EV
Real User
Top 5Leaderboard
2023-11-03T09:34:00Z
Nov 3, 2023

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

Paul Olaleru - PeerSpot reviewer
Real User
Top 20
2023-07-18T10:29:00Z
Jul 18, 2023

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.

Ricardo Elorza - PeerSpot reviewer
Real User
Top 5Leaderboard
2023-03-09T22:00:00Z
Mar 9, 2023

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.

PS
Real User
Top 20
2023-02-13T20:28:52Z
Feb 13, 2023

We have approximately three people for the maintenance of the solution. I rate We are using Microsoft Dynamics CRM an eight out of ten.

Vishwesh Hegde - PeerSpot reviewer
Real User
Top 20
2023-01-24T09:25:05Z
Jan 24, 2023

The most important thing is to be very sure about where you have saved what. I rate this solution eight out of 10.

Learn what your peers think about Microsoft Dynamics CRM. Get advice and tips from experienced pros sharing their opinions. Updated: March 2024.
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MA
Real User
Top 20
2023-01-23T16:07:12Z
Jan 23, 2023

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.

SM
Consultant
Top 20
2023-01-23T10:27:02Z
Jan 23, 2023

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.

IL
Real User
Top 20
2022-12-06T10:19:42Z
Dec 6, 2022

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.

JP
Real User
2022-11-02T10:46:22Z
Nov 2, 2022

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

TY
Real User
Top 5
2022-10-31T19:20:06Z
Oct 31, 2022

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.

Gaurav Chauhan - PeerSpot reviewer
Real User
Top 5
2022-10-25T14:20:50Z
Oct 25, 2022

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.

AM
Real User
2022-10-25T11:57:59Z
Oct 25, 2022

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.

AJ
Real User
Top 20
2022-09-20T19:20:24Z
Sep 20, 2022

I would rate this solution a 10 out of 10.

JF
Real User
Top 5
2022-09-20T15:11:00Z
Sep 20, 2022

I give the solution a seven out of ten.

SR
Real User
Top 20
2022-08-29T19:15:46Z
Aug 29, 2022

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.

Cameo Mbowane - PeerSpot reviewer
Reseller
Top 5Leaderboard
2022-08-01T13:27:20Z
Aug 1, 2022

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.

Gary Cook - PeerSpot reviewer
Real User
Top 20
2022-07-20T10:28:27Z
Jul 20, 2022

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.

RS
Real User
Top 10
2022-07-06T06:29:57Z
Jul 6, 2022

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.

GabrielaDavila - PeerSpot reviewer
Real User
2022-07-03T14:35:34Z
Jul 3, 2022

We are a Microsoft partner. I would rate Microsoft Dynamics CRM an eight out of ten.

Dinesh Parashar - PeerSpot reviewer
Reseller
Top 5
2022-06-30T07:45:24Z
Jun 30, 2022

I would recommend this solution to others. I rate Microsoft Dynamics CRM a seven out of ten.

MirziyodMirsaatov - PeerSpot reviewer
Real User
Top 5Leaderboard
2022-06-02T09:23:25Z
Jun 2, 2022

I would recommend this solution to others. I rate Microsoft Dynamics CRM a seven out of ten.

Daniel_Thomas - PeerSpot reviewer
Real User
Top 20
2022-05-31T15:47:15Z
May 31, 2022

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.

Michalis Evripidou - PeerSpot reviewer
Real User
Top 5Leaderboard
2022-05-29T13:24:00Z
May 29, 2022

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.

Roymell Santos - PeerSpot reviewer
Real User
Top 5
2022-05-22T06:07:21Z
May 22, 2022

I would rate this solution 8 out of 10.

SB
Real User
2022-05-20T01:40:31Z
May 20, 2022

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.

Anup-Kumar - PeerSpot reviewer
Real User
2022-05-16T17:29:07Z
May 16, 2022

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.

KB
Real User
2022-05-13T17:36:00Z
May 13, 2022

I rate Microsoft Dynamics CRM a seven out of ten.

CB
Real User
Top 5Leaderboard
2022-05-10T08:52:27Z
May 10, 2022

I would recommend this solution to others. I rate Microsoft Dynamics CRM a ten out of ten.

Kush Gupta - PeerSpot reviewer
Real User
Top 5
2022-04-28T22:31:00Z
Apr 28, 2022

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.

Samaiea Fernandes - PeerSpot reviewer
Reseller
Top 5Leaderboard
2022-04-27T08:19:22Z
Apr 27, 2022

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

Goncalo Valadas - PeerSpot reviewer
Real User
Top 20
2022-04-07T19:14:13Z
Apr 7, 2022

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.

Terence Mupeti - PeerSpot reviewer
Real User
2022-04-04T18:53:25Z
Apr 4, 2022

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.

Tushar Rahatekar - PeerSpot reviewer
Real User
2022-03-30T10:04:38Z
Mar 30, 2022

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.

AH
Real User
2022-03-10T15:30:10Z
Mar 10, 2022

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.

MB
Real User
2022-02-08T07:40:36Z
Feb 8, 2022

This solution integrates well with other systems. I would rate this solution an eight out of ten.

Sergiy Ustenko - PeerSpot reviewer
Real User
2022-01-28T15:00:00Z
Jan 28, 2022

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.

AS
Real User
2021-10-08T08:58:42Z
Oct 8, 2021

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

SO
Real User
2021-10-05T14:41:41Z
Oct 5, 2021

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.

Benoit Tellier - PeerSpot reviewer
Real User
Top 10
2022-03-17T19:58:55Z
Mar 17, 2022

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.

Marouan Bellioum - PeerSpot reviewer
Real User
2022-02-18T23:48:24Z
Feb 18, 2022

I would rate this solution a seven out of ten.

DP
Real User
2022-02-16T18:09:16Z
Feb 16, 2022

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.

CC
MSP
Top 5Leaderboard
2022-02-16T15:15:25Z
Feb 16, 2022

I would recommend this solution to others but it does depend on the setup. I would rate this solution an eight out of ten.

VJ
Real User
2022-01-31T16:21:38Z
Jan 31, 2022

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.

JP
Real User
2022-01-12T17:25:08Z
Jan 12, 2022

I would not recommend this solution to others, it is not a good tool. I rate Microsoft Dynamics CRM a three out of ten.

ME
Real User
2021-12-15T13:08:00Z
Dec 15, 2021

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

LC
Real User
2021-12-07T18:58:14Z
Dec 7, 2021

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.

CB
Reseller
2021-11-16T21:44:09Z
Nov 16, 2021

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.

NH
Real User
2021-10-22T18:36:51Z
Oct 22, 2021

I rate Microsoft Dynamics CRM an eight out of ten.

TL
Real User
2021-10-18T17:27:26Z
Oct 18, 2021

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.

SP
Real User
2021-09-23T20:04:35Z
Sep 23, 2021

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.

ZL
MSP
2020-09-27T04:10:06Z
Sep 27, 2020

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.

SB
Real User
2018-07-23T06:38:00Z
Jul 23, 2018

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.

Microsoft Dynamics CRM is a comprehensive customer relationship management solution that helps businesses streamline their sales, marketing, and customer service processes. With its user-friendly interface and powerful features, it enables organizations to effectively manage their customer interactions and drive business growth. One of the key features of Microsoft Dynamics CRM is its sales automation capabilities. It allows sales teams to track leads, manage opportunities, and close deals...
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