Microsoft Dynamics CRM


Microsoft's answer to sales and marketing, the Microsoft Dynamics CRM, is a very customizable and scalable solution for teams. It seamlessly integrates with other Microsoft tools, which may be appealing to teams who use anything from Office to Outlook to Sharepoint.

The main features of Microsoft Dynamics CRM include:

  • Tracking information about customer interactions throughout every sales deal
  • Managing detailed customer profile information
  • Pulling data-driven insights
  • Scheduling and predictive maintenance for service calls
  • Project tracking and project service automation
  • Generating customer insights based on behavior
  • Integrating with apps from Microsoft AppSource

Microsoft Dynamics CRM aims to be the one-stop solution for a plethora of a team's needs. They allow a user to choose from a mix-and-match selection of apps for sales customer service, operations, field service, project service automation, marketing, and customer insights. They focus on helping users engage customers by tracking activity across all touch points throughout a customer's lifecycle.

The software also helps a user to be more proactive, rather than reactive. Microsoft Dynamics CRM will provide predictive guidance for sales- and marketing-based operations and will help automate processes so that team members can spend their time elsewhere.

However, Microsoft Dynamics CRM's standout feature is its flexibility to meet the needs of a unique user. Companies can choose any combination of apps that best help them accomplish their specific business goals. And with access to Microsoft AppSource, the user can integrate with hundreds of applications from Microsoft and its partners.

The pricing for Microsoft Dynamics CRM begins at $5/user/month for the most basic Business edition plan. The other Business edition plan is $40/user/month for full usage, and includes a free external account license.

The Enterprise pricing is very customizable and flexible. It ranges from $40/user/month to $210/user/month, with several price points in between that accommodate different apps and levels of functionality. Teams can also add additional users for $8/user/month, add operations activity for $50/user/month, and add operations devices for $75/user/month.

Microsoft Dynamics CRM is a chameleon tool that can work for teams of any size, including enterprise teams with anywhere from hundreds to thousands of team members. It is an ideal solution for any team that needs a very flexible CRM or a team that wants to easily integrate their CRM with their existing Microsoft tools.

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Further Reading

  • InfusionsoftResources about Infusionsoft, a SaaS-based CRM, marketing automation, and sales automation platform for small businesses.
  • InsightlyResources about Insightly for Sales, a SaaS-based CRM which helps sales teams manage their pipeline, from initial lead management and customer communication, through reporting, invoicing and customer payments.
  • Microsoft Dynamics CRMResources about Microsoft Dynamics CRM, which helps sales teams with account management, mobile sales, social insights, collaborative selling and sales analytics. Offered both on the cloud and on-premise.
  • NetSuite CRMResources about Oracle NetSuite CRM, a cloud-based solution that covers the entire customer lifecycle, from lead to opportunity, sales order, fulfillment, renewal, upsell, cross-sell and support, and more.
  • SAP CRMResources about SAP Hybris CRM - a CRM and commerce solution offered both on the cloud and on-premise, and CRM capabilities within SAP Business Objects, SAP's small business ERP and business management solution.
  • SugarCRMResources about SugarCRM, an open source CRM product that provides sales automation, customization, personalization, mobile sales and and app ecosystem.

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