Microsoft Dynamics CRM Features List

Microsoft Dynamics CRM Reviews

Microsoft Dynamics CRM

Online customer relationship management solution

4.27/5 (1,984 reviews)
62,862

Microsoft Dynamics CRM Feature Summary

  • Unlimited Application Troubleshooting
  • Data Migration Tools
  • Proactive Response to Alerts
  • Port and Network Device Monitoring
  • Backup and Recovery

Customer Management Feature Comparison

Most popular features of all Customer Management apps

API (273 other apps)
Activity Dashboard (132 other apps)
Activity Tracking (94 other apps)
Automatic Notifications (128 other apps)
Automatic Reminders (125 other apps)
CRM Integration (92 other apps)
Calendar Management (120 other apps)
Contact Database (95 other apps)
Custom Fields (99 other apps)
Customer Database (101 other apps)
Customizable Branding (121 other apps)
Customizable Reporting (108 other apps)
Customizable Templates (102 other apps)
Data Import/Export (120 other apps)
Electronic Payments (96 other apps)
Email Integration (118 other apps)
Mobile Integration (94 other apps)
Reporting & Statistics (114 other apps)
Social Media Integration (110 other apps)
Third Party Integration (122 other apps)

Competitor Feature Comparison

Mobile apps

iOS App


69 reviews

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Requires iOS 9.0 or later. Compatible with iPad.

Android App


0 reviews

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Microsoft Dynamics CRM Feature Reviews

25 reviewers had the following to say about Microsoft Dynamics CRM's features:

Anonymous
Support Manager (Information Technology and Services company, 11-50 employees)
Verified Reviewer

Lots of Customization and Functionality, but Complicated and No Integration

2016-02-05

If you are using Microsoft software and apps for the majority of your business activities (namely Outlook), then Dynamics can provide a lot of value for your Sales team.

Pros

Powerful data tracking, simple user interface, good customization options, great for tracking complex orders, comes with templates (email, reports, sales documents), email integration available, social media integration available

Cons

Difficult for new users to learn, support documentation and resources are scattered and not always relevant to your issue, customer support is hard to reach and not very helpful, tutorials only cover basic features when there is so much more, no integration with non-Microsoft apps without custom development.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 1-2 years

Source: GetApp
Helpful?   Yes   No
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Syed Ali

Microsoft Dynamics CRM Online is a user-friendly and affordable CRM software.

2017-06-07

Organized data management :- You can configure Microsoft Dynamics CRM Online to track changes on certain record types and fields, and record data such as the change made, the time and date, and the user who made the change.

Pros

You can open up an Excel file containing a report and refresh it directly from the file without having to go into your CRM application. Dashboards offered by Microsoft Dynamics CRM Online are slightly a cut above the rest.

Cons

This is a very small marketplace with not enough user ratings, which limits your ability to easily find third-party solutions to further extend your CRM capabilities

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Theodore Gemmer

Excellent tool for managing Sales, Marketing, and Customer Service

2017-08-09

Tracking our pipeline, getting notifications, integration with Office 365 email and tasks, tracking due dates of our customers maintenance plans and support plan, tracking all of our contacts and accounts in one database.

Pros

Additionally, the workflows functionality works excellent, the integration with Exchange Online works perfectly so we can send emails from CRM. It is easy to customize which I love.

Cons

We will need to customize it before using it.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Cody McLain

Microsoft Dynamics CRM Online offers an attractive interface, excellent reporting tools, and lots of

2017-06-14

Multiple dashboards. Built-in marketing and automation tools.

Pros

Multiple dashboards. Built-in marketing and automation tools.

Cons

Microsoft provides a guided tour, which is customized by job function, so you can see how a sales representative, a sales rep in the field, a sales manager, a customer service agent, and a customer service manager would use the software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Liborio Jaimes

Complex Application

2012-02-01

Microsoft Dynamics comes with a lot of services like an sales force automation, customer service, marketing management, and an extended CRM. If you are a small business and you are only looking for an excellent CRM this software might be a little bit too complex for your needs.

Pros

Customizable, integration with Outlook

Source: GetApp
1 of 1 people found this review helpful
Helpful?   Yes   No
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Hena Shah

Microsoft Dynamics CRM Review

2016-11-21

The interface is really simple and easy to navigate.

Pros

The easy navigation feature.

Cons

Lack of third party add-on/integrations

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Lavanya Rajanish

"Must used Microsoft product, great software"

2018-02-02

We been using this software for past one and half years, It is an awesome product that is available in the market right now comparing to many other CRM software's, customizable user-interface makes it very attractive with various template layout available, grid layout can be easily edited according to requirement of user , various API also can be interfaced, all activities can be arranged according to requirement, there is also a mobile version where mobile clients can make use of it by simply adding the API from the mobile they can easily manage records, virtual assistance available through Cortana and many more.

Pros

I think advantages of using this software is many since its application can be used in various uses, as our company is a start-up company we are using it for data management of our products and users data, user interface available in this software is impressive, it allows us to customize as for our requirements even for newbies , program functionality is very well advanced, better information about products are given to customers using this software.

Cons

One thing that I faced the problem with this software is regarding the minimum number of users required to get subscribed is five, for the new company starters they face the problem with this and also many people worry about is dealing with CRM software problems, I hope they will fix it very soon.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
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Anonymous
A verified reviewer

This is a fantastic and great way to seamlessly optimize and manage your large customer database

2018-05-01

Pros

The capability to integrate your database of customers into the CRM, track history, activities, and plan efficiently for future projections.

Cons

It is not as user friendly and intuitive as I would have liked, it will take some time to get used to it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Theodore Gemmer

Excellent CRM Solution

2017-08-09

Manage pipeline, keep track of all contact and account information, create notifications and reminders, help to structure our companies sales processes.

Pros

.), easy to customize, feels like a really well designed software, very good security, flexible solution, easy to create validation rules, workflows, nice to be able to create new solutions separate from default solution, can send email notifications, show or hide fields based on conditions, a lot of out of the box dashboards and reports, the lead to opportunity flow works well, intuitive user interface.

Cons

They rebranded it to Dynamics 365 and also increased the cost of the on premise version. Also, it occasionally gets errors but they do not seem to cause any real problems.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Anonymous
A verified reviewer

another legitimate program but not a must have

2018-03-08

The ability to create automated work flows, for data import and export is fabulous.

Pros

Microsoft Dynamics is a product that helps us target better the customers we want to reach regardless of whether customers are on social networks or elsewhere.

Cons

Good only to register sales steps, but not to integrate with lead gen. and marketing teams to see all activity in place.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Frequency of use: Other

Likelihood to recommend

4/10
Source: Capterra
Helpful?   Yes   No
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Carolina Urrecheaga

It has a nice graphic interface. Great reports tool.

2018-04-30

Pros

the integration with the microsoft suite and other third parties.

Cons

Whe you create a new activity you need to do many steps to do so.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
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Richard Flurey

Provides a really easy to use front-end for users to manage a CRM system

2018-05-20

We get to consolate all the different contact systems into one CRM interface for all departments and able to integrate it with Office 365 products and BI dashboard etc.

Pros

It has workflows so it can make some decisions on how to proceed or who to send emails or text messages to.

Cons

The software tends to get bugs with each release. Importing data through it's own mechanisms seems to be tedious and error prone.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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david rudd

Likes and dislikes of microsoft Dynamics

2018-02-28

Microsoft Dynamics is also extremely strong for high volumes of information, also helps keep your data secure as it can be very easy to lose information with some systems.

Pros

Easy to Integrate with other Third party software.

Cons

I think it lacks the flexibility in terms of generating reports/export functions, not a big deal still awesome software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Anonymous
( company, 51-200 employees)

i stress-tested this software to understand its peculiarities to sell it to customers

2018-04-05

it has a good managing system for a large number of customers, It has lots of customization opportunities

Pros

It looks and feel especially for those familiar Office Softwares, suitable for SMEs, compatible with all mobile / tablet operating systems. Easier data availability thanks to the integration of Power Bi dashboards and data connections.

Cons

Cost per portal too much expensive for a SMEs, there is no way to develop extensions and integrate them with APIs (key feature for large business enterprises).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Gurman Chahal

Very Basic, but not that effective

2018-03-19

Pros

Very Easy, Lists like an excel sheet, makes it very easy to import large lists of data and it was easy to map to the correct fields.

Cons

Not customizable for my business use.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

4/10
Source: Capterra
Helpful?   Yes   No
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Merwan Benhabib

Dynamics for Sales can be customized to do pretty much anything to fit your companies needs.

2017-10-06

I can see all previous contact, both by myself or others.

Pros

Superior level of customization and integration into 3rd party software and apps.

Cons

The price is a little high when compared to smaller CRM solutions.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Thinh Ta

Keep up the good work!

2017-01-06

You also have the ability to switch between dashboards and to customize each dashboard with the metrics and information you value the most.

Cons

This is a very small marketplace with not enough user ratings, which limits your ability to easily find third-party solutions to further extend your CRM capabilities

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Rafael Merseguel

Crm review

2016-09-19

Pros

Flexibility and price are very suited to the mid market

Cons

Integration apis are not very flexible when working with third party vendors

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

8/10

Recommendations to others considering Microsoft Dynamics CRM

If you are looking for a very fast and reliable crm where you can build your own workflows evaluate this program

Source: Software Advice
Helpful?   Yes   No
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Maryna Kalnoochenko

Amazing experience in transitioning to hosted version

2017-09-16

Database with email and events integration.

Pros

Easy to use, accessible from anywhere.

Cons

Since we switched to Online it's little bit slow at times. Other than that, I can't find anything wrong with it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Phil Blake

Dynamics CRM makes integration simple.

2017-08-17

Pros

Lots of third party plugins / Apps.

Cons

The licensing model is confusing. Understanding what pieces / apps are needed if not familiar with Dynamics.

Rating breakdown

Value for money
Ease of use
Features

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
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Anonymous
A verified reviewer

Ease of use and Integration with other In house Developed systems with multi language feature.

2018-05-22

Perfect system integration with other in house solutions.

Pros

Multi language feature . It has a multi currency feature for global firms.

Cons

Some features and customization are only available from the re sellers and NAV Admins.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Alister Rutherford

Flexible CRM with SFA capabilities

2018-02-01

Good as a base crm with third party predictive algos loaded on top for intelligence.

Pros

We implemented custom workflows for all SBUs Also the direct integration to insideview for data enrichment was useful and used the bolt on maroon.ai predictive algos as a intelligence layer on the CRM.

Cons

Hardware requirement is huge in comparison to other competition. New age tech around predictive intelligence etc is not available internally.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Neha Gajbhiye

"Predictable, Repeatable and High quality implementations"

2017-01-25

Organized data management You can configure Microsoft Dynamics CRM Online to track changes on certain record types and fields, and record data such as the change made, the time and date, and the user who made the change.

Pros

I am able to get the reports that I need and can create custom queries which I save as a personal views. The export to Excel function is handy and I use it weekly for some internal reports.

Cons

No..... I like everything!!!!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Recommendations to others considering Microsoft Dynamics CRM

No

Source: Capterra
Helpful?   Yes   No
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Sara Tsoodle

I've used Salesforce as well. I still prefer MSCRM.

2015-03-05

Pros

The integration to other MS platforms (Excel, Outlook) also makes this a big winner.

Cons

It would be nice to have native integration of a bulk email tool (we installed a third-party tool to use).

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

8/10

Recommendations to others considering Microsoft Dynamics CRM

It's important that you have colleagues invested in the needs analysis, customization and deployment. Not just technical employees but stakeholders from sales, service, and marketing. Any system is only as powerful as the stakeholders can visualize collectively. You need to gather a team of Subject Matter Experts who have a fair amount of technical aptitude and can devote ample time and attention both up front and early on to make sure that you maximize the ability to use this long term. Learn from your consultants during needs analysis and implementation.

Source: Software Advice
Helpful?   Yes   No
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Ram Gopal

Customer relationship management (CRM)

2017-01-10

Microsoft Dynamics CRM Online (starting at $65 per month) is a powerful CRM service with offline access, excellent reports, and tight integration with Microsoft Office 365.

Pros

Multiple dashboards. Built-in marketing and automation tools.

Cons

Expensive. Steep learning curve. Difficult-to-find trial.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

10/10

Recommendations to others considering Microsoft Dynamics CRM

Microsoft Dynamics CRM Online offers an attractive interface, excellent reporting tools, and lots of automation features. It is designed for larger organizations with complex customer relationship management requirements

Source: Capterra
Helpful?   Yes   No
Read more