2018-07-23T06:38:00Z

What is your primary use case for Microsoft Dynamics CRM?

Miriam Tover - PeerSpot reviewer
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PeerSpot user
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29 Answers

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

We use Microsoft Dynamics CRM to control sales advancements in our company.

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

The salespeople in our organization use the product. It is connected to SAP. Our consultants use many of the customized features.

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

We use our company to store customer information and track customer engagement.

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

We primarily use the solution as a CRM for a call center.

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

We use Microsoft Dynamics CRM with our chain management and internal project team to identify the areas to improve our workflow.

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

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.

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MA
Real User
Top 20
2023-01-23T16:07:12Z
Jan 23, 2023

We use Microsoft Dynamics CRM for accounting and case tracking. It is deployed on the cloud.

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

We use Dynamics as a database of the customer accounts we call. About 50-60 people at this office are using it.

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

I use it as a backend. I use it in many applications like automation.

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

We are using Microsoft Dynamics CRM mostly for team collaboration and customer information.

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

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.

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

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.

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

We were using Microsoft Dynamics CRM in a facility management company for contract and customer relationship management.

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

I have not used the solution, but it can be used for customer relationship management.

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

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.

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

We use Microsoft Dynamics CRM primarily for sales, but using it for marketing is also becoming very predominant.

Goncalo Valadas - PeerSpot reviewer
Real User
Top 5
2022-04-07T19:14:13Z
Apr 7, 2022

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.

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

We are using Microsoft Dynamics CRM as a help desk ticketing system.

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

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.

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

We use this solution to track our client's information, plans, and discussions we have with them.

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

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.

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

The purpose of Microsoft Dynamics CRM is to keep track of opportunities. This is its only purpose, for customer relationship management.

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

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.

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

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.

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

Dynamics is a Customer Relationship Management (CRM) cloud solution. However, previously we mainly installed it on-premise for car dealers.

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

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

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

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.

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

We primarily use the CRM for our leads and opportunities, and our client data.

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

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

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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