Passionned Group™

Microsoft CRM & Customer Interaction

Business Partner
By: drs. Caroline Raaijmaakers
Business Partner
Table of Contents

In this comprehensive article we are showcasing the main features of our objective CRM & Customer Interaction survey of the software vendor Microsoft and its portfolio of products (such as Microsoft Dynamics CRM, Microsoft Dynamics 365 and Microsoft Dynamics 365 Copilot). Microsoft CRM & Customer Interaction scores better in our study than SugarCRM but slightly worse than Pegasystems. Of all the categories in our study, Microsoft scored the best in automation platform and scored the lowest on campaign management. Within the context of CRM & Customer Interaction, we have put together the main advantages and disadvantages of Microsoft Dynamics, and group them by component (customer relationship management). We also point out the key functionalities of the software products such as Microsoft Dynamics CRM, Microsoft Dynamics 365 and Microsoft Dynamics 365 Copilot et cetera.

How does Microsoft CRM & Customer Interaction score on different criteria?

In our study we also analyzed all relevant products of Microsoft CRM & Customer Interaction software. We evaluated Microsoft CRM & Customer Interaction on no less than 160 criteria. The image below gives good insight into the strengths and weaknesses of Microsoft Dynamics, in general terms. Please note that Passionned Group is 100% independent of the suppliers in the research. We are not a reseller, we do not make deals or have any relationship with the vendor. Among other things, we help and advise companies in the proper selection of BI tooling.

Score of Microsoft Dynamics software.Figure 1: Strength-weakness analysis of the supplier Microsoft CRM & Customer Interaction. The best supplier on a particular topic gets a maximum of 100 percent. Source: the CRM & Customer Interaction Guide 2023. Do you need additional information about our research? Click here to download this guide.

The Microsoft analysis was conducted by collecting large amounts of publicly accessible data and from there it was extensively analyzed. More than 215 documents further we know that Microsoft excels in automation platform. In this process both algorithms as the subject matter expertise of a BI consultant played an important role in performing the validation.Microsoft CRM & Customer Interaction in our CRM & Customer Interaction Guide 2023. In our 100% vendor-independent CRM & Customer Interaction Guide we have collected all the ins and outs of Microsoft CRM & Customer Interaction for you.Enrich your knowledge and skills

Microsoft and their complete CRM & Customer Interaction product portfolio

The software company Microsoft carries (a minimum of) 4 products in the realm of CRM & Customer Interaction. In order of relevance we rank and describe the products below:

What is Microsoft Dynamics?

Under this heading, we give you insight in the key behaviors of Microsoft Dynamics, including some of its features and any related products. This product group consists of Microsoft Dynamics CRM, Microsoft Dynamics 365 and Microsoft Dynamics 365 Copilot. This product can be best defined by the following features:

  • CRM
  • customer relationship management
  • reporting
  • infrastructure > document management
  • customer data > appointments
  • sales management > goal management

Do you want to know everything about all the functions (100+) of Microsoft Dynamics? In that case open the CRM & Customer Interaction Guide™ 2023 here.

Are you considering hiring an expert in Microsoft Dynamics?

Are you considering hiring an external consultant specialized in Microsoft Dynamics who knows the Microsoft Dynamics software inside out and implement an Microsoft Dynamics application? You can always call on the Microsoft Dynamics specialists of Passionned Group. Indeed, hiring Microsoft Dynamics developers can be inconvenient in some cases and also costly. Leave a message here and we will explore the business opportunities for you.

Screen shot of Microsoft Dynamics software.
Picture of Microsoft Dynamics tools.
Microsoft Dynamics in action
Figure 2, 3 and 4: These three images give a first impression of Microsoft Dynamics. Click on the image to make it bigger.

What is Microsoft Dynamics CRM?

We do not display here all the features but, in this paragraph, we display the details of Microsoft Dynamics CRM, including some of its features and any related products. The Microsoft Dynamics CRM can be best characterized by the following features:

  • CRM
  • customer relationship management
  • customer data > manage contacts > contact
  • customer service management > customer service
  • infrastructure > document management
  • customer data > appointments
  • sales management > goal management
  • customer data > business relationships
  • automation platform > generative ai
  • customer data > account

Are you curious about all the functionalities (100+) of Microsoft Dynamics CRM? In that case order the CRM & Customer Interaction Guide™ 2023 here.

Screen shot of Microsoft Dynamics CRM software.
Picture of Microsoft Dynamics CRM tools.
Microsoft Dynamics CRM in action
Figure 5, 6 and 7: Overlying figures show the operation of Microsoft Dynamics CRM. Click on an image to magnify.

What is Microsoft Dynamics 365?

In this part, we display the details of Microsoft Dynamics 365, including some of its features and any related products. This product can be best characterized by the following characteristics:

  • CRM
  • customer relationship management
  • customer data > accounts
  • infrastructure > document management
  • customer data > appointments
  • sales management > goal management
  • sales management > opportunity management > close deals

Do you want to know everything about all elements (100+) of Microsoft Dynamics 365? Then order the CRM & Customer Interaction Guide™ 2023 here.

Screen shot of Microsoft Dynamics 365 software.
Picture of Microsoft Dynamics 365 tools.
Microsoft Dynamics 365 in action
Figure 8, 9 and 10: Overlying images illustrate the functionality of Microsoft Dynamics 365. Click on the image to enlarge it.

What is Microsoft Dynamics 365 Copilot?

In this part, we describe the key elements of Microsoft Dynamics 365 Copilot, including some of its features and any related products. Microsoft Dynamics 365 Copilot can be defined by the following functionalities:

  • CRM
  • customer service management > customer service
  • customer relationship management
  • customer data
  • automation platform > generative ai
  • sales management > opportunity management > opportunity

Do you want to know everything about all elements (100+) of Microsoft Dynamics 365 Copilot? Then download our CRM & Customer Interaction Guide™ 2023 here.

Screen shot of Microsoft Dynamics 365 Copilot software.
Picture of Microsoft Dynamics 365 Copilot tools.
Microsoft Dynamics 365 Copilot in action
Figure 11, 12 and 13: Overlying figures show the operation of Microsoft Dynamics 365 Copilot. Click on the image to enlarge it.

Microsoft Dynamics-tools and the version history

Lately, we see a stable evolution in terms of CRM & Customer Interaction functionality and support for various platforms and data sources.

We reviewed Microsoft’s most current versions of its complete product portfolio. Below you can see the structure of the various releases of the CRM & Customer Interaction products of Microsoft:

  • Microsoft Dynamics CRM: 2021 2016 9.1

Behind each product we notate the version numbers, the list is ordered by time.

What are the licensing costs of Microsoft Dynamics CRM, Microsoft Dynamics 365 and Microsoft Dynamics 365 Copilot?

It is difficult to determine exactly what a license of Microsoft Dynamics CRM, Microsoft Dynamics 365 and Microsoft Dynamics 365 Copilot costs because it depends on the country, the number of users, the connectors to data sources, and at what point in the year you request a quote. And before the end of a fiscal quarter of Microsoft, you may be able to look forward to a decent discount. In addition, we recommend running the software in the cloud. You then only pay for what you use. The purchase cost of Microsoft Dynamics CRM, Microsoft Dynamics 365 and Microsoft Dynamics 365 Copilot may not be the single largest expense, but maintenance and support can certainly put quite a strain on your annual budget.

What makes Microsoft CRM & Customer Interaction worth considering

In our study, we see that Microsoft in the field of CRM & Customer Interaction software has several specific features which are characteristic. This makes Microsoft Dynamics more or less unique: track customer interactions, opportunity analysis, manage opportunities and opportunity pipeline.

The advantages and disadvantages of Microsoft Dynamics

Tag cloud of the Microsoft Dynamics tools.Figure 14: Tag cloud of the pros and cons of Microsoft CRM & Customer Interaction

In the sections below, we report all the advantages and disadvantages of Microsoft CRM & Customer Interaction, Microsoft Dynamics CRM, Microsoft Dynamics 365 and Microsoft Dynamics 365 Copilot, et cetera. The listing in the following paragraphs is subject to change, because: Microsoft can currently work to improving existing and developing new functionality at this time (such as support for tracking software, small businesses and advanced reporting). Or a certain feature is not (yet) (well) documented.

Share your opinion about Microsoft here

Report your experience with Microsoft CRM & Customer Interaction here. Your opinion may then be included in an even more informed review of the results of Microsoft Dynamics.

1. Microsoft Automation Platform

82%

Microsoft has an excellent rating in our study on the subject ‘Automation Platform’, given that they score 82% on this, relative to other vendors. We considered the following factors: marketing automation, sales automation, process automation, generative ai, business process management, app marketplace and all-in-one marketing automation. In total, we examined 20 criteria in this category. Would you like to go into more depth with the topic ‘Automation Platform’? Then download here our CRM & Customer Interaction Study 2023.

2. Microsoft Customer Relationship Management

78%

The company has a good rating in our 100% vendor-independent CRM & Customer Interaction survey on the subject ‘Customer Relationship Management’, given that they score 78% on this, relative to other vendors. We used the following selection criteria: customer interactions, self-service portal and social crm. In doing so, we looked at the following three products: Microsoft Dynamics, Microsoft Dynamics 365 and Microsoft Dynamics CRM. In total, we examined 21 features within this discipline. Would you like to go into more depth with the topic ‘Customer Relationship Management’? Then download here our CRM & Customer Interaction Guide. Or take a deep dive in the following content:

3. Microsoft Sales Management

78%

The company has a good rating in our study on the section ‘Sales Management’. The company scores 78% on this topic, relative to other vendors. We looked at the following criteria, among others: ecommerce and opportunity management. In total, we examined 50 features within this discipline. Are you planning to specialize further in the topic ‘Sales Management’? Then download here our CRM & Customer Interaction Study 2023.

4. Microsoft Customer Data

69%

Microsoft has a good score in our current CRM & Customer Interaction survey on the section ‘Customer Data’ with a score of 69%, relative to other vendors. We considered the following factors: customer data platform, data protection and customer information. In total, we examined 45 criteria within this section. Would you like to go into more depth with the topic ‘Customer Data’? Then download here our CRM & Customer Interaction Study 2023. Or take a deep dive in the following content:

5. Microsoft Infrastructure

69%

The company has a good performance in our current CRM & Customer Interaction survey on the subject ‘Infrastructure’, given that they score 69% on this, compared to other vendors. We looked at the following criteria, among others: on-premises and email integration. In total, we examined 54 features within this discipline. Would you like to go into more depth with the topic ‘Infrastructure’? Then download here our CRM & Customer Interaction Study 2023.

6. Microsoft Customer Service Management

68%

The company has a good score in our study on the section ‘Customer Service Management’ with a score of 68%, relative to other vendors. We used the following selection criteria: customer service, case management, ticketing system and field service management. In total, we examined 9 features within this discipline. Would you like to learn more about the topic ‘Customer Service Management’? Then download here our CRM & Customer Interaction Guide. Or take a deep dive in the following content:

7. Microsoft Data Quality

67%

The company has a good score in our objective CRM & Customer Interaction survey on the section ‘Data Quality’. The company scores 67% on this topic, relative to other vendors. We looked at the following criteria, among others: merge duplicate and data cleansing. In total, we examined 11 criteria in this category. Are you excited about the topic ‘Data Quality’? Then download here our CRM & Customer Interaction Guide 2023.

8. Microsoft Lead Management

61%

Microsoft has a good score in our objective CRM & Customer Interaction survey on the subject ‘Lead Management’ with a score of 61%, relative to other vendors. We considered the following factors: lead generation and lead conversion. In total, we examined 12 criteria within this section. Would you like to go into more depth with the topic ‘Lead Management’? Then download here our CRM & Customer Interaction Guide.

9. Microsoft Reporting

48%

The vendor Microsoft has a moderate rating in our study on the section ‘Reporting’, given that they score 48% on this, compared to other vendors. We looked at the following criteria, among others: crm analytics, custom reporting, interactive reporting and pipeline chart. In total, we examined 10 features within this discipline. Are you excited about the topic ‘Reporting’? Then download here our CRM & Customer Interaction Guide 2023.

10. Microsoft Campaign Management

46%

Microsoft has a moderate score in our objective CRM & Customer Interaction survey of the theme ‘Campaign Management’ with a score of 46%, relative to other vendors. We considered the following factors: email marketing, email campaigns, drip campaigns, direct marketing and plan campaigns. In total, we examined 25 criteria within this section. Would you like to learn more about the topic ‘Campaign Management’? Then download here our CRM & Customer Interaction Guide 2023.

Want to know more? Then order the CRM & Customer Interaction Guide™ 2023 here

In which sectors is Microsoft CRM & Customer Interaction most active?

In our research, we also looked at which industries a supplier has a track record. These are the industries where Microsoft is on the road: banking, governments, retail and telecom.

Hire a qualified Microsoft developer

Training and incompany training Microsoft CRM & Customer Interaction

The specialists of Passionned Group organize various classes in the field of CRM & Customer Interaction but can also provide specific Microsoft training, for example as incompany. Then think about the following software: Microsoft Dynamics CRM, Microsoft Dynamics 365 and Microsoft Dynamics 365 Copilot. We make you totally comfortable with the ideas of the intelligent, data-driven organization.

In conclusion: Microsoft Dynamics scores high

Microsoft has a extensive product portfolio with which it scores high in our CRM & Customer Interaction survey. Microsoft CRM & Customer Interaction innovates (approximately) at an average rate of less than 5 features per year, is active (for now) in relatively few sectors, and growing high in the field of automation platform.

About Passionned Group

logo of Passionned Group, the Microsoft CRM & Customer Interaction specialistPassionned Group specializes in 100% independent CRM & Customer Interaction consulting and the implementation of CRM & Customer Interaction solutions. Our dedicated and passionate consultants help large & small organizations to advance as intelligent, data-driven organizations.

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