How we use Microsoft Dynamics CRM | TrustRadius

Use Cases and Deployment Scope

We are using Microsoft Dynamics CRM to manage leads, opportunities and accounts.

Pros and Cons

Integrates with Outlook. Therefore we can use Microsoft Dynamics CRM or Outlook to correspond with customers.
Workflows make automation of tasks possible.
The online version allows access to data from any browser on any device from anywhere.
The windows app is very convenient for use on tablets and small devices.

Certain UX features are lacking, like multi select lists.

Return on Investment

We are a small company, but it is very useful for us for contact management and lead/opportunity tracking.
We often get calls from leads a year or more after the first contact and loss of opportunity. Microsoft Dynamics CRM helps us "remember" what we discussed in the past and why we lost the opportunity and helps us win them over the second time.

Likelihood to Recommend

Actually it is becoming more suitable for many scenarios because Microsoft Dynamics CRM is a framework that is customizable and expandable.