Microsoft Dynamics CRM

VERIFIED

by Microsoft Corporation

CRM

What is Microsoft Dynamics CRM?

Microsoft Dynamics CRM is an enterprise customer management platform for Microsoft 365 organisations. It manages sales, customer service, and marketing with native Office 365 integration, Power BI analytics, Teams connectivity, and Azure cloud infrastructure.

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Microsoft Dynamics CRM Features

Sales automation

Customer service management

Marketing automation

Field service management

Project service automation

Customer insights

View All 34 Features

Unified interface

Customizable dashboards

Workflow automation

Ai driven insights

Mobile access

Integration with office 365

Power bi integration

Email integration

Lead management

Opportunity management

Case management

Knowledge base

Social media integration

Reporting and analytics

Customer support

Lead generation

Marketing collateral

Project management

Supplier and purchase order management

Solution management

Sales tracking

Workflow management

Call center management

Campaign management

Web forms

Proposal management

Interaction tracking

Landing pages

Microsoft Dynamics CRM Resources

Microsoft Dynamics CRM Screenshots

Frequently Asked Questions

Is there a free plan or free trial for Microsoft Dynamics CRM?

Microsoft Dynamics CRM does not offer a free plan. It provides a 30-day free trial for new users to test the platform.

How much does Microsoft Dynamics CRM cost?

Microsoft Dynamics CRM pricing starts with the Sales Professional plan at USD 65 per user per month (billed annually), the Sales Enterprise plan at USD 95 per user per month, the Customer Service Professional plan at USD 50 per user per month, and the Customer Service Enterprise plan at USD 95 per user per month.

What does Microsoft Dynamics CRM integrate with?

Microsoft Dynamics CRM integrates seamlessly with Microsoft Teams, Outlook, Power BI, SharePoint, OneDrive, Azure Active Directory, Power Automate, and Zapier.

Who is Microsoft Dynamics CRM best for?

Microsoft Dynamics CRM is best for mid-market and enterprise organizations, particularly those already using the Microsoft ecosystem. It suits sales teams, marketing departments, and customer service roles in industries like finance, healthcare, manufacturing, and retail.

What are the best alternatives to Microsoft Dynamics CRM?

Top alternatives include Salesforce, which offers greater customization and a vast app ecosystem, HubSpot for inbound marketing and SMBs with free tiers, Zoho CRM for affordability and multi-channel support, Pipedrive for simple sales pipeline management, and Freshsales for AI-driven insights at a lower cost.

Is Microsoft Dynamics CRM GDPR / SOC 2 compliant?

Microsoft Dynamics CRM is GDPR compliant and holds SOC 2 Type II certification as part of Microsoft's comprehensive compliance framework.

Does Microsoft Dynamics CRM have a mobile app?

Yes, Microsoft Dynamics CRM has a mobile app available on iOS and Android, allowing users to manage CRM tasks on the go.

What do real users say about Microsoft Dynamics CRM?

Users appreciate its powerful customization options, seamless Microsoft integrations, and robust reporting features. Common feedback highlights a steep learning curve for beginners, high costs for smaller teams, and excellent scalability for enterprises.

How does Microsoft Dynamics CRM compare to its top competitor?

Compared to Salesforce, Microsoft Dynamics CRM offers better integration with Microsoft tools like Office 365 and Teams at a lower entry price, while Salesforce provides a larger third-party app marketplace and more advanced AI capabilities for complex customizations.

Does Microsoft Dynamics CRM offer customer support?

Yes, Microsoft Dynamics CRM offers 24/7 phone support, email tickets, live chat, a comprehensive knowledge base, community forums, and dedicated account managers for enterprise customers.