Microsoft Dynamics CRM Reviews

Pros
This is by far the most customizable project management software I have ever used. It helps keep our entire team on track, from the customer service to product team. We are able to write all the necessary information into every single job and track where it is in our system. We love the ability to tailor this platform to our specific needs. You can pretty much make this software work for any type of company you're working in.

Cons
This can be extremely frustrating and take a long time to set up and learn. If you transfer information over from a previous PM software, be prepared for a ton of copying & pasting. Luckily the Dynamics internal team was able to set everything up for us with a little direction, and we were back a forth a lot to get the platform to where we wanted it to be. After that, it took many tutorials and training sessions to learn all the ins-and-outs of the website, but it was worth it in the end.

Rating breakdown

Likelihood to recommend: 8/10

Pros
I have used this software for over 7 years and over those years have seen it grow and improve at a remarkable rate. With the introduction of Flow/Power Automate and Canvas Apps the abilities of this business application stack are unmatched. You are truly only limited by your own imagination. Microsoft provides great account management resources that will help keep you on the cutting edge. From a price perspective, Dynamics is very competitive. What you get out of the box cannot be touched by any competitor namely, Salesforce. You will spend a fortune to get the same utility from a Salesforce implementation. Salesforce and competitors also do not have anything like Azure. Having all of your business application ecosystem under such an umbrella is incredibly powerful.

Cons
I have had less than ideal interactions with support. Mostly they are positive but often times they don't typically know enough about the product and will ask me for information that i already provided in detail upon initial case submission. That being said, this product is innovating and improving so much you can't possibly expect all the people supporting it to be 100% on top of their game. They SHOULD be but realistically you are going to run into people that are just intermediaries between you and someone that can actually help. This isn't really a Dynamics issue at all but you will need to rely on support if you go with an online installation.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Simple to utilize, not costly, and easy to explore. Reconciliation with Outlook accessible for messaging. Its layouts are exceptionally helpful for comunicate news or tips to a business group. Coordination with other Microsoft items is extraordinary as well. Simple to redo, even a non-specialized individual can make new contacts, accounts,etc will be simple with Dynamics, no programming learning required. Client support is great with the FAQ and choices that are truly required. I can mass information to One Drive and access it synchronized with my work area. On the off chance that you make passages in a spot with no web, all information will be synchronized once web association is built up. It has a ton of additional items. The portable application is valuable for checking reports or access information when visiting clients or not before a work station. This CRM configuration permits compose all customers by classifications and access them quick and simple and recollect the customer history or significant things of the last contact or visit. All capacities you need are effectively accessible with a tick or contact. There are applications accessible for Android, iOS and Windows Phone.

Cons
It has issues when an update is discharged. Isn't easy to use for new clients or learners. Requires a long customization to begin running Sign in portable application is excessively moderate. An excess of reaction time. Unreasonable windows, tabs and screens can make it hard to first time clients. It needs a superior menu. It just backings Internet Explorer based programs. Somewhat moderate to information input if not tweaked, numerous fields not by any stretch of the imagination required. Sessions break is a bulky issue. Despite the fact that it might be vital for security I don't care for it in light of the fact that multiple occasions a conversing with a client takes quite a while and it's, significant. Poor and troublesome joining with Gmail might be an issue. No visit effectively accessible. It's moderate to spare information since it's cloud based. It relies upon web speed.

Rating breakdown

Likelihood to recommend: 9/10

Pros
Everything in one place such as Sales, Marketing, Finance, Field service, Customer Service, Operations and the automation which is not available in other products that are in the market right now. Most likable thing is customer support of Dynamics which I didn't see any other ERP or CRM team provide. It enables me in a real sense to be productive, intelligent in decisions and it was very very easy to adopt. Accessing and managing from PC, Mobile or a Web Browser makes it more accessible and more powerful. The look and feel (Controls/features/UI) for a different kind of user is another best thing which makes it standout. Both Enterprise and Business edition are fantastic when it comes to their design and functionalities, and the integrations with office 365 and other social apps give a lot more control and features and security which no any other CRM or ERP can, that's why I love it.

Cons
It looks and feels kinda mashup of Microsoft Word, Outlook, Excel, etc then it's a bit difficult to use it with ease at the start, so the knowledge curve for the first time Microsoft product user is a little slower and challenging for the first time for the user who is not familiar with other microsoft products.

Rating breakdown

Likelihood to recommend: 9/10

Pros
1296/5000 Like any CRM software, Microsoft Dynamics 365 allows your company to share communications, leads and opportunities to make the most of your team's time and effort. I particularly appreciate the integration with MS Outlook, although the plug-in is still a bit hard and significantly slows down performance. Integration with the complete package of Microsoft products. Level of customization and integration in third-party applications. The variety of different business line modules allows you to be used by many more people / departments than ever before. The integration of LinkedIn has made the collection of Sales Analysis much easier and has accelerated my ability to find references and presentations for new businesses. The integration of Outlook is also simple and easy to use and allows the tracking of all communications within the Sales module with a click of a button. What I like most is that I can track so many things in one place for my clients. I can see all the previous contacts, both by myself and by others. It is a place for all the documents, able to keep track of the completed tasks, the history of the client, etc. Out of the box, the system is ready to go, so if you have never used a CRM before, you can start using it directly. It is very easy to import data using Excel templates generated by Dynamics so that it does not start completely from the beginning. The system is also very easy to customize without the need of any programming knowledge.

Cons
A single contact record can not be associated with more than one company. Many of our clients manage multiple sites, so we have many duplicate contacts. Users often find the system frustrating when it does not work, it can be slow, there are problems with it working on Edge, and there are limits to the available customizations. The connector of Outlook is difficult to use, we have downloaded it with mixed success, sometimes decreasing the perspective at unusable speeds and others that are not reliable to use. Although personalization has come a long way since the first versions, there are still some things that could be useful, such as the possibility of accumulating opportunities from secondary accounts in the main account registry. Opportunity totals can be easily accumulated, but not the actual opportunity list. Licenses are limited to full access or read only, something in between would be useful too. You can not see the exact amount of data stored in your entities. This is a big problem if Dynamics 365 only offers a limited amount of storage in the cloud by CRM. For example, I believe that the first limit of memory beings in the cloud is 10 GB for entry-level CRM users. Like us, we have a lot of integration data and add-ons, which would be very nice to understand the amount of data that. It is not customizable for our commercial use. It is not a product as effective as something built for our commercial needs, like the Megaphone.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Reporting is made very easy with Dynamics, there are so many inbuilt templates for report and dashboard which can serve most of the needs. Our Sales flow has improve with Dynamic in place with better lead management. Sales team is most benefited as they feel equipped with the necessary information and they achieve better results. Page layout is very user friendly for all records, like opportunity, quote, account. The support team is very prompt and helpful, with their help you can use Dynamics to the best of it capabilities.

Cons
The only thing that I come across is, inline edit capability is not available in the reports. Apart I am very happy and satisfied using Dynamics

Rating breakdown

Likelihood to recommend: 9/10

Pros
- Its very intuitive specially after the unified interface introduced by Microsoft we have a seamless interface across all platforms including Web, Tablet, Mobile. - Integration with any system including MS office, Outlook, Dynamics AX, NAV, GP is pretty straightforward after the advent of CDS platform. - The power platform (Power BI, MS Flow, Power Apps) is a power pack of creating very handy utilities for your business. - With power apps i have created multiple apps for my business users with zero programming skills. -Power BI platform allows you to create comprehensive reports using OOB templates available for Sales, Service Management etc. - The licensing is pretty straight forward and generous. With one Customer engagement license i was able to utilize almost everything under the Dynamics 365 umbrella including power apps, power BI and MS Flow etc.

Cons
- The mobile application is not very great. There are very frequent crashes and it just doesn't provide that experience which an end user expects out of such a great platform. However, MS had made up for it by introducing the power apps feature. - Some features are just too hard to implement. It all looks good from the list of features that the platform has to offer but when you actually want to implement it, the data required to simulate that feature is a piece of work e.g. Sales AI, Relationship Assistant

Rating breakdown

Likelihood to recommend: 7/10

Pros
There are a few things that I really love about Dynamics 365 (D365): 1. It has fully integrated Customer Relationship Management (CRM) and Professional Services Automation (PSA) modules. With many other CRM systems (e.g., Salesforce), the CRM and PSA modules are completely separate systems and you have to spend time and money integrating them. 2. It is fully integrated with Office 365. In other systems, connecting to Outlook or Excel can be a hassle and/or feel like you're going "ouside" the system. With D365, working in and out of Office 365 is just seamless. 3. The cost! D365 is extremely cost effective, especially when compared to Salesforce.

Cons
My two big dislikes for D365 are: 1. In order to fully administer the system, you need to be both a D365 admin and an Office 365 admin since some functions (like adding new users or exporting audit logs) require you to go into the admin screens of both systems to accomplish it. 2. The system can often be very "Microsoft," meaning that some things are both incredibly powerful and helpful, but also incredibly finicky and/or difficult to use... all at the same time.

Rating breakdown

Likelihood to recommend: 9/10

Pros
Easy to use, not expensive, simply to navigate. Integration with Outlook available for e-mailing. Its templates are very useful for comunicate news or tips to a sales team. Integration with other Microsoft products is great too. Easy to customize, even a non-technical person can create new contacts, accounts,etc is going to be very easy with Dynamics, no programming knowledge needed. Customer support is good with the FAQ and options that are really needed. I can bulk data to One Drive and access it syncronized with my desktop. If you make entries in a place with no internet, all data will be syncronized once internet connection is restablished. It has a lot of add-ons. The mobile app is useful for checking reports or access data when visiting customers or not in front of a desktop computer. This CRM design allows organize all clients by categories and access them very fast and easy and remember the client history or important things of the last contact or visit. All functions you need are easily available wth a click or touch. There are apps available for Android, iOS and Windows Phone.

Cons
It has problems when an update is released. Is not user-friendly for new users or beginners. Requires a long customization to start running Sign in mobile app is too slow. Too much response time. Excesive windows, tabs and screens can make it difficult to first time users. It needs a better menu. It only supports Internet Explorer based browsers. A little bit slow to data input if not customized, many fields not relly needed. Sessions time out is a cumbersome problem. Although it may be necessary for security I do not like it because many times a talking with a customer takes a long time and it's very, very important. Poor and difficult integration with Gmail may be a problem. No chat easily available. It's slow to save data because it's cloud based. It depends on internet speed.

Rating breakdown

Likelihood to recommend: 6/10

Pros
I like the service applications that help manage specific business functions, such as financial, sales, operations, marketing, or service automation. As well as, the power of Microsoft's cloud, the CRM and ERP capabilities for productivity applications that allow identifying and capturing new opportunities, since all the key parts of the business are connected. I also like that it is empowered to collaborate in different geographies, it gives you the ability to make decisions, take advantage of new trends, interrupt, and above all adapt. It is wonderful because the connected systems, allow in real time to obtain all aspects of sales and operations are easily optimized and controlled.

Cons
What I like least about this software is that it is more difficult for older staff to assimilate, and for small companies where there are perhaps few employees and finances are carried out manually, it is less useful, it is less useful, I think it is not designed for SMEs. In addition, I believe that the factors that do not make an economy stable are not taken into account, as in Venezuela, where almost every day of the bolivar varies with the dollar and many small businesses have chosen to offer their products and services in dollars for avoid losing their income and maintain the financial stability of the company, for them the application of decision making would be uncertain, however, following the example of Venezuela, for companies that make profits in bolivars is equally difficult to maintain a price that does not vary , and this software does not take into account this type of variation so close that an organization could be forced.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Dynamics Microsoft has superb customization services and we can easily learned to use this Microsoft due to high intuitiveness. Dynamics is the best proprietary management software. That's why we use this software to manage our finance, sales and marketing in a more efficient and in quickly way. The another benefit that this software provide us that we can easily store the data for the best customer services. Through this software we can easily manage our business in a more efficient way.

Cons
Dynamics Microsoft is very easy to use and we can easily utilize. But one problem that you faced while using this software is that sometime we cannot easily create views and charts of our data.The another problem that you faced and it create a little bit problem for us that when we store large amount of data for the best customer services then we you open the documentation after sometime then some errors show on the screen without any reason. But otherwise this software is always best for finance, sales and marketing.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Dynamics has fully integrated Customer Relationship Management (CRM) modules. The one thing about this software is that it can better provide the opportunity to manage our business such as finance, sales and marketing with operations. Through this microsoft we create new services cases as well as we can also use this microsoft for the accounts and sales related features. Hence this microsoft is very versatile because it provide us the good customer data storage.

Cons
The one and most obvious thing about the Microsoft Dynamics is that it lacks the good customer relationships and services. The other problem that you faced while using the Microsoft is that it require a long customization to begin running the business. The other difficuty that you faced is that you cannot see the exact amount of data stored in your entities. But to conclude that Dynamics is the best proprietary management microsoft.

Rating breakdown

Likelihood to recommend: 10/10

Pros
The integration with Outlook is nice because it is available as long as Outlook is running, which is all the time for most people. It also has a very comprehensive set of options, which can be configured for most businesses.

Cons
The fact that it is integrate with Outlook, means that any time you open a view into something, it will open a browser window to display that information. They have allowed you to select with Browser you would like to use in later versions of Dynamics. But what happens is that after you open a few windows, it starts to get confusing because once you click off the window, there may be 5 or 10 other Dynamics labeled pop-up windows to move through to find the one you were working in. It gets fairly cluttered. Also, this is not a system that the "Advanced" user can configure for their Small Business. It is a VERY complicated system that requires quite a bit of coding to make operational. There seems to be very little "Out of the Box" functionality like some other CRM solutions have.

Rating breakdown

Likelihood to recommend: 6/10

Pros
Flexibility (online or on-premise), ease of use, open platform for advanced customization's and configurations, lower licensing cost, and good support from Microsoft.

Cons
System performance can be a little slower if your CRM instance has several integrations or processes (workflows) running. Also, their marketing add-ons are not a robust as what other CRM systems offer.

Rating breakdown

Likelihood to recommend: 9/10

Pros
Customizations (workflows, views, etc..) are easy to create and manage.

Cons
Like any Microsoft product, the errors can be vague and difficult to troubleshoot.

Rating breakdown

Likelihood to recommend: 10/10

Pros
It is very easy to use, new users adapt to the way of consulting or generate transactions in the system quickly. It is easy to extract and import information to the different tables. For audits, the system has a change log which shows in detail who affected the data and the values before and after. For pricing, the system handles in a simple way the various prices to customers, even within a client you can have several categories with different prices depending on the commercial negotiation with the client. Finally, the system allows you to access all historical and transactional data to generate reports and help as a reference for decision making.

Cons
The basic version of the system does not have a basic reporting module. all the analyzes were done in excel with the data extracted from the system. On the other hand, it does not have a robust module for managing fixed assets, measuring profitability, etc. The system is very transactional. At least it is my experience with the module purchased by the company at that time.

Rating breakdown

Likelihood to recommend: 7/10

Pros
One of the advantages of this CRM with respect to others, is that it combines all its Office applications with its own operation, making the learning curve shorter, seeing productive results much faster, it is cross-platform and accessible from anywhere, so you can always be aware of your customers, offer services and know if they have any questions or requests about the development you are doing for them, or the service you offer, their functionalities with respect to marketing are very complete and powerful, print graphics based on the impact of your campaigns, how many customers you got, all these data allow you to create and improve your marketing projecting your product more and more.

Cons
The price increases a lot as you are adding more users or require more features, you must keep in mind what you need and in advance to know or have a notion of how to use it to be worth the expense

Rating breakdown

Likelihood to recommend: 7/10

Pros
When it comes to information storage and retrieval, Dynamics works well. The available data fields for customer data are extensive which make sorting vast amounts of data easy. The different functions available to marketers is very good as it allows us to segment pretty much any type of data as and when it is received. The integration of Dynamics with various APIs has also been easy for us, whether it's our front-end website or a 3rd party API like Trustpilot.

Cons
The interface is very dated. If you don't know quite how to do something you are going to struggle as it is very much busy menu after busy menu. The logic behind the user journeys doesn't seem quite right and there is a real lack of thought gone into making the software work well in the modern IT age. It can also be very expensive depending on what you need out of the product.

Rating breakdown

Likelihood to recommend: 7/10

Pros
I like it for the following reasons: ability of the program to adapt to the operational requirements of the company based on standard and reliable industry technology. It is easy to acquire and use by the organizations that start in the productive processes. It has a model of extensible data and allocation tools that facilitate the creation of solutions that meet the expectations and needs of the business. It offers personalized access to the information that organizations need. Tool based on systematic and holistic approaches to productivity applications, which allows the development of actions that meet the expectations of organizations. It allows the selection of an implementation model adapted to the needs of the organization and its information technology, with the flexibility to change the implementation model at any time, adjusting it to the company's objectives or preferences.

Cons
During the start-up of a model at Microsolf Dinamic for the evaluation of projects with viable purposes, a series of discomforts were presented in the implementation process because it was not adapted to the organization, for when a lot of time was spent looking for ways to adapt the models offered by the system and benefits to the demands of the company. It is a structured, organized and defined program for a high level company, because, when using it for organizations that are starting, it is difficult to implement the tools. presenting the risk that said program is not the one indicated for the organization. It is recommended to define the characteristics, objectives, goals, processes, structures and functions of the organization before starting its use.

Rating breakdown

Likelihood to recommend: 8/10

Pros
I like that it is cloud based and can be accessed anywhere. Licensing is easy. Ability to be linked with Outlook makes it easy to add in data to CRM.

Cons
Some of the customization for reporting is not simple and takes a lot of time. They should make more basic reports available and an easier way to create custom.

Rating breakdown

Likelihood to recommend: 8/10

Pros
I like that Microsoft Dynamics is easy to use and has many features to manage customer information. In the beginning it was slow and difficult to use. However, Microsoft has stepped up it's game and fixed many of the issues it had. I also like that it the tool interacts with other software to make our job easier.

Cons
I don't like that it can get very slow at times. Additionally that the engineers are not very flexible with features changes, however, i am sure they have a reason for this.

Rating breakdown

Likelihood to recommend: 9/10

Pros
Every business wishes to cherish her customers. Therefore CRM has become a professionals responsibility for which many CRM products have evolved in the business world. Microsoft Dynamics 365 CRM has undoubtedly become the professionals choice for obvious reasons. As Dynamics CRM smoothly integrates with other Microsoft products it’s a preferred choice of many. It off-loads a professionals weight and utilizes time and efforts for strategic responsibilities. The enormous knowledge base of Microsoft has been incorporated into Dynamics CRM to maintain the existing relationships with customers, use that relationship to retain those customers, generate profitable leads using those relationships in order to reach corporate objectives. Additionally features such as accessing professional social media such as LinkedIn brings extra benefits in expanding connections and finally generate sales leads. For larger organizations, Dynamics offers additional business lead packages with extra costs. For IT savvy users, the wide range of features would not be a concern as familiarization with the system patiently would offer many benefits in managing work schedules. Moreover being systematic and up-to-date with customers’ matters will bring prestige to an organization in addition to extra sales. I feel it is worth investing in Dynamics CRM in comparison to benefits.

Cons
Affordability is an issue for small companies.

Rating breakdown

Likelihood to recommend: 10/10

Pros
We use dynamics to track incoming cases for one of our larger customers. We create new services cases, as well as use the Accounts, and Sales related features.

Cons
The Save Icons are sometimes too small and hard to find.

Rating breakdown

Likelihood to recommend: 8/10

Pros
Microsoft Dynamics does integrates with Outlook and even Microsoft Office so I am able to use Microsoft Dynamics or Outlook to correspond with clients and business partners. Its very user-friendly and new users can easily find accounts and account information on one screen with links to various contacts. As the dashboards are very easy to customize, it is also easy to install third-party managed solutions into Microsoft Dynamics CRM right from the marketplace where you can search for all other useful solutions. Last but not least feature of this App is that it has very brilliant reporting features in views where users can create and export them to Microsoft Excel for further processes.

Cons
1. When it comes to metric calculations the tool is quite complex on that curve. It should be made to execute calculations with ease. 2. The tool could be very complex for novice users. Both interface and features. 3. Payment methods with Microsoft Dynamics AX like ACH and Wires are quite passé. The experience with these modes of payment can be a little clumpy. 4. The capability to export data is complex to develop and set up for various entities. Users must create their own query and manage rather than one saved query that can be accessed by various users.

Rating breakdown

Likelihood to recommend: 7/10

Pros
It sustains our business. We have a multi-stage sales process and we've set up the CRM to support each step. The workflow flows nicely and we've created dashboards which incentivize our sales team. There are add-ons available which enrich functionality; for example we add leads and contacts to marketing lists which sync with Mailchimp.

Cons
The user interface could be better. It reminds me of UIs circa 2001. There's a feeling that it's been developed for techies by techies. If Microsoft took the time to improve the interface for the end user (allow users to customize their own forms using drag and drop, for example) it would be an outstanding product. Another shortcoming is the amount of customization which requires writing code. Some things which should be straightforward to customize using workflows actually require a programmer.

Rating breakdown

Likelihood to recommend: 9/10