Microsoft Dynamics CRM

Microsoft Dynamics CRM

Online customer relationship management solution

4.3/5 (3167 reviews)

Microsoft Dynamics CRM Overview

-- Microsoft Dynamics CRM offers the power of choice in deployment. You can implement in the cloud, on-premises, or have your solution privately hosted by one of our partners. You can even change your deployment type, if the need arises.

-- With Microsoft Dynamics CRM Online, you are able to scale the number of users up or down, based on your business requirements.

-- The Microsoft Dynamics CRM Online architecture provides customers with complete autonomy over how they operate, manage, configure, and secure their CRM solution.

-- Customer and user administration features are designed to increase self-reliance. Customers have complete control over all aspects of data structure, user experience, business intelligence, and business process management.

-- Microsoft’s considerable operational expertise and investment in cloud services deliver peace of mind.

-- Microsoft offers a global data center footprint with facilities located throughout the world that are managed and operated directly by Microsoft.

-- Many aspects of the Microsoft Dynamics CRM Online system are configured in a redundant manner to eliminate single points of failure.

-- Microsoft provides 99.9% uptime with one of the industry’s only financially backed service level agreements (SLA).

Pricing

Starting from
$10/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Canada, China, Europe and 5 others, Germany, India, Japan, Latin America, Middle-East and Africa

Supported Languages

Arabic, Chinese (Simplified), Chinese (Traditional), Danish, Dutch and 15 others, English, Finnish, French, German, Hebrew, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Turkish

Microsoft Dynamics CRM Reviews

Overall rating
4.3/5
86% positive reviews
1463
Excellent
1246
Very good
372
Average
67
Poor
19
Terrible

Best in the Bests, CRM and ERP all together

Used Daily for 6-12 months
Reviewed on 10/18/2018
Review Source: Capterra

Microsoft Dynamics works the same the businesses works, if it comes to management it draws charts when needed, it provides accurate data to deeply analyses it and filters makes it easier to get the exact data which we want. Integration with Office 360, Sharepoint and Office Online which is the coolest part. The deployment was much easy as the cost of license and deployment was very low from any other competitor of Dynamics in the market. So it was a great experience to get familiar with Microsoft Dynamics and use it instead of using five to ten different apps to manage the same task. I will suggest everyone who is searching for the best CRM/ERP because nothing is better then Dynamics. I am very happy with the overall experience of Dynamics.

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

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10

The simplicity of the tool. It was easy to get used to.Adding SKU in bulk is also dynamic and useful

Reviewed on 3/13/2018
Review Source: Capterra

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

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Dynamics 365 for Sales

Used Daily for 2+ years
Reviewed on 1/11/2019
Review Source: Capterra

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

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

7.0/10

Straightforward Implementation, and easy to get used to

Used Daily for 2+ years
Reviewed on 8/29/2018
Review Source: Capterra

I have been able to track all communications within sales module, with a click of a button. Microsoft Dynamics has helped us to make informed decisions since the integrated information is available with a touch.

Pros

What I like most about Microsoft Dynamics is that it is easy to install, set-up, and start using. I have used this software for more than a year at workstation to perform several business obligations. Microsoft Dynamics helps to make the most of the team's time and effort since it allows my agency to share communication, leads, and opportunities. I also like how it is simple to integrate this system with other essential business platforms. I appreciate the MS Outlook integration with Microsoft Dynamics, but plug-in was a bit overwhelming. I like how Microsoft Dynamics integrates with the full package of Microsoft services. Customization is easy to suit varying requirements of any business. Finally, I like how it is simple to import data using Excel templates generated by this platform.

Cons

I dislike the limits to the available customization on Microsoft Dynamics. I do not like how the user cannot see the amount of data stored in his or her entity. Mobile app is to slow, it takes too much response time. I do not like how this cloud-based solution fail to save data in case there is limited internet connection. Finally, I dislike the fact that Microsoft offer higher license cost per user.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10

Microsoft Dynamics 365 is great for CRM and PSA

Used Daily for 1+ year
Reviewed on 10/26/2018
Review Source: Capterra

We switched from Salesforce to D365 because we needed a more cost-effective system that would allow us to track our work from open opportunities to project completion (i.e., seamlessly go from CRM to PSA functionality). The D365 UI did take some getting used to after being on Salesforce for so long, but once we got used to it, the D365 UI is very easy to use and intuitive. Our transition was fairly smooth (it was just a 3-month project) and we have been very happy with the switch.

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

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10

Microsoft Dynamics CRM Pricing

Starting from
$10/month
Pricing options
Free Trial
Subscription
Value for money

Dynamics 365 Plan 1: $115 per user/month
Dynamics 365 Plan 2: From $210 per user/month
Team Members Enterprise edition: $10 per user/month

Microsoft Dynamics CRM Features

  • Activity Dashboard
  • Social Media Integration
  • Third Party Integration

  • API
  • Activity Tracking
  • Automatic Notifications
  • Automatic Reminders
  • CRM Integration
  • Calendar Management
  • Contact Database
  • Custom Fields
  • Customer Database
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Import/Export
  • Electronic Payments
  • Email Integration
  • Mobile Integration
  • Reporting & Statistics

Additional information for Microsoft Dynamics CRM

Key features of Microsoft Dynamics CRM

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

Benefits

- Ongoing application monitoring and maintenance
- Quickly deploy and add users at a moment’s notice
- New versions or updates to the software are easily distributed
- Affordable solution with flexible payment options

Microsoft Dynamics CRM FAQs

Below are some frequently asked questions for Microsoft Dynamics CRM.

Q. What type of pricing plans does Microsoft Dynamics CRM offer?

Microsoft Dynamics CRM offers the following pricing plans:

Starting from: $10/month

Pricing model: Subscription

Free Trial: Not Available

Dynamics 365 Plan 1: $115 per user/month
Dynamics 365 Plan 2: From $210 per user/month
Team Members Enterprise edition: $10 per user/month

Q. What are the main features of Microsoft Dynamics CRM?

Microsoft Dynamics CRM offers the following features:

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

Q. Who are the typical users of Microsoft Dynamics CRM?

Microsoft Dynamics CRM has the following typical customers:

Freelancers, Large Enterprises, Mid Size Business, Small Business

Q. What languages does Microsoft Dynamics CRM support?

Microsoft Dynamics CRM supports the following languages:

Arabic, Chinese (Simplified), Chinese (Traditional), Danish, Dutch, English, Finnish, French, German, Hebrew, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Turkish

Q. What type of pricing plans does Microsoft Dynamics CRM offer?

Microsoft Dynamics CRM has the following pricing plans:

Subscription

Q. Does Microsoft Dynamics CRM support mobile devices?

Microsoft Dynamics CRM supports the following devices:

Android, iPad

Q. What other apps does Microsoft Dynamics CRM integrate with?

Microsoft Dynamics CRM integrates with the following applications:

3CLogic, AnytimeCollect, Customer Thermometer, Five9, OneSpan Sign, Pardot, Sitecore, Vivocha, Vocalcom, WhosOn

Q. What level of support does Microsoft Dynamics CRM offer?

Microsoft Dynamics CRM offers the following support options:

Forum, Knowledge Base, Online Support, Phone Support