Microsoft Dynamics CRM

Microsoft Dynamics CRM

Online customer relationship management solution

4.3/5 (3543 reviews)

Microsoft Dynamics CRM Overview

What is Microsoft Dynamics CRM?

-- 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).

Microsoft Dynamics CRM Overview

Pricing

Starting from
$10.00/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

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

Screenshots

Microsoft Dynamics CRM screenshot: CRM Apps
Microsoft Dynamics CRM screenshot: CRM Apps

Microsoft Dynamics CRM Reviews

Microsoft Dynamics CRM Reviews

Overall rating
4.3
/
5 3543 reviews
Excellent
1648

Very good
1381

Average
412

Poor
79

Terrible
23

Value for Money
4.1
Features
4.2
Ease of Use
4
Customer Support
4.1
85% recommended this app
Sarah O.

Great customizable software but a pain to learn/set up!

Overall this can be a fairly complicated software if you're used to more simple PM websites like Trello or Teamwork Projects. However, it is so customizable that it will basically work for any type of industry you're in. It helps us see all of our data, projects, production, and customer service in one spot instead of using different websites/softwares for each aspect of the business. I would highly recommend Dymanics, but go through their internal team to get it set up and take some training sessions first.


Ty C.

Dynamics in a league of it's own

I have tried other CRM's in my career but none of them come close. The future of this product is incredibly bright and the cost to entry is so low that there is no reason not to give it a shot if you think it can help you. The Microsoft account management team will work with you to find the right fit for your needs and set you up for success.


Suthan C.

This product settles on choices simpler in light of the fact that the incorporated information...

Dynamics enables firms to join the current advanced period, and this cultivates the procedure of basic leadership, and encourage development. With Dynamics, it is anything but difficult to foresee the customers needs, and this empowers firms to get ready satisfactorily on the most proficient method to manage their clients. Elements is a simple to utilize apparatus, which is ingenious and rich. I cherish Dynamics capacities and abilities.


Nagish K.

Best in the Bests, CRM and ERP all together

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.


Alfredo R.

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


Sarah O.
Industry: Retail
Company size: 2-10 Employees

Great customizable software but a pain to learn/set up!

Used Daily for 2+ years
Reviewed on 12/6/2019
Review Source: Capterra

Overall this can be a fairly complicated software if you're used to more simple PM websites like Trello or Teamwork Projects. However, it is so customizable that it will basically work for any type of industry you're in. It helps us see all of our data, projects, production, and customer service in one spot instead of using different websites/softwares for each aspect of the business. I would highly recommend Dymanics, but go through their internal team to get it set up and take some training sessions first.

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

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Ty C.
Industry: Paper & Forest Products
Company size: 10,001+ Employees

Dynamics in a league of it's own

Used Daily for 2+ years
Reviewed on 11/15/2019
Review Source: Capterra

I have tried other CRM's in my career but none of them come close. The future of this product is incredibly bright and the cost to entry is so low that there is no reason not to give it a shot if you think it can help you. The Microsoft account management team will work with you to find the right fit for your needs and set you up for success.

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

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Suthan C.
Industry: Computer Software
Company size: 201-500 Employees

This product settles on choices simpler in light of the fact that the incorporated information is ac

Used Daily for 1+ year
Reviewed on 5/18/2019
Review Source: Capterra

Dynamics enables firms to join the current advanced period, and this cultivates the procedure of basic leadership, and encourage development. With Dynamics, it is anything but difficult to foresee the customers needs, and this empowers firms to get ready satisfactorily on the most proficient method to manage their clients. Elements is a simple to utilize apparatus, which is ingenious and rich. I cherish Dynamics capacities and abilities.

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

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Nagish K.
Industry: Nonprofit Organization Management
Company size: 13-50 Employees

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

Alfredo R.
Company size: 51-200 Employees

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

User recommendation
7.9/10
Based on 3,543 user ratings

Microsoft Dynamics CRM Pricing

Microsoft Dynamics CRM Pricing

Starting from
$10.00/month
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

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

Value for Money
4.1/5
Based on 3,543 user ratings

Microsoft Dynamics CRM Features

Microsoft Dynamics CRM Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
CRM Integration
Calendar Management
Custom Fields
Customer Database
Customizable Branding
Customizable Reporting
Customizable Templates
Data Import/Export
Electronic Payments
Email Integration
Real Time Data
Reminders
Reporting & Statistics
Social Media Integration
Surveys & Feedback
Third Party Integration
Features
4.2/5
Based on 3,543 user ratings

Categories

Additional information for Microsoft Dynamics CRM

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

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: $10.00/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