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 180 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 CRM systems.
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 2024. 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 extensively analyzing it. More than 399 documents later we know that Microsoft excels in customer relationship management. In this process, both machine learning models and the subject matter expertise of a CRM consultant played an important role in performing the validation.The CRM & Customer Interaction Guide 2024 
In our 100% vendor-independent CRM & Customer Interaction Guide we have collected all the ins and outs of Microsoft for you. You get access to hundreds of (shorter) trainings, tech talks, demos, lectures, tutorials, and always have the latest CRM news. This mini-course also assists you reinforce your knowledge about CRM & Customer Interaction.
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. Below, we rank and describe the products in order of relevance:
What is Microsoft Dynamics?
Under this heading, we give you insight into 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. Microsoft Dynamics can be best defined by the following features:
- customer relationship management
- document management
- goal management
- reporting
Do you want to know everything about all the functions (100+) of Microsoft Dynamics? In that case, open the CRM & Customer Interaction Guide™ 2024 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 a professional Microsoft Dynamics application? You can always call on the Microsoft Dynamics specialists at 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.
What is Microsoft Dynamics CRM?
We do not display all the features here but, in this paragraph, we display the details of Microsoft Dynamics CRM, including some of its features and any related products. The product Microsoft Dynamics CRM can be best characterized by the following features:
- account
- account management
- business relationships
- contact
- customer relationship management
- customer service
- document management
- generative ai
- goal management
Are you curious about all the functionalities (100+) of Microsoft Dynamics CRM? In that case, order the CRM & Customer Interaction Guide™ 2024 here.
What is Microsoft Dynamics 365?
In this section, we display the details of Microsoft Dynamics 365, including some of its features and any related products. This product/group of products can be best characterized by the following characteristics:
- close deals
- cloud solutions
- custom activities
- customer relationship management
- document management
- generative ai
- goal management
- infrastructure
- on-premises
Do you want to know everything about all elements (100+) of Microsoft Dynamics 365? Then order the CRM & Customer Interaction Guide™ 2024 here.
What is Microsoft Dynamics 365 Copilot?
In this section, we describe the key elements of Microsoft Dynamics 365 Copilot, including some of its features and any related products. The product Microsoft Dynamics 365 Copilot can be defined by the following functionalities:
- customer data
- customer relationship management
- customer service
- generative ai
Do you want to know everything about all elements (100+) of Microsoft Dynamics 365 Copilot? Then download our CRM & Customer Interaction Guide™ 2024 here.
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 Microsoft products:
- Microsoft Dynamics: May 2024 2023 365
- Microsoft Dynamics CRM: 2021 2016 9.1 8.1.0
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 to run 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, biometric identification, opportunity analysis, manage opportunities, and opportunity pipeline.
The advantages and disadvantages of Microsoft Dynamics
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 advanced reporting, small businesses, helpdesk, custom activities, and tracking software). 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 Customer Relationship Management
Microsoft has a good rating in our study on the subject ‘Customer Relationship Management’, given that they score 72% on this, relative to other vendors. We considered the following factors: customer interactions, self-service portal, custom activities, customer lifecycle management, and social media integration. In doing so, we studied the following three products: Microsoft Dynamics, Microsoft Dynamics 365, and Microsoft Dynamics CRM. In total, we examined 25 criteria in this category. Would you like to go into more depth with the topic ‘Customer Relationship Management’? Then download here our CRM & Customer Interaction Study 2024.
2. Microsoft Automation Platform
The company has a good rating in our 100% vendor-independent CRM & Customer Interaction study on the subject ‘Automation Platform’, given that they score 71% on this, relative to other vendors. We used the following selection criteria: marketing automation, process automation, and generative ai. In total, we examined 28 features within this discipline. Would you like to go into more depth with the topic ‘Automation Platform’? Then download here our CRM & Customer Interaction Guide.
3. Microsoft Customer Service Management
The company has a good rating in our study on the section ‘Customer Service Management’. The company scores 68% on this topic, relative to other vendors. We looked at the following criteria, among others: customer service and field service management. In total, we examined 9 features within this discipline. Are you planning to specialize further in the topic ‘Customer Service Management’? Then download here our CRM & Customer Interaction Study 2024.
4. Microsoft Customer Data
Microsoft has a good score in our current CRM & Customer Interaction survey on the section ‘Customer Data’ with a score of 66%, 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 2024. Or take a deep dive in the following content:
5. Microsoft Sales Management
The company has a good performance in our current CRM & Customer Interaction survey on the subject ‘Sales Management’, given that they score 65% on this, compared to other vendors. We looked at the following criteria, among others: ecommerce and opportunity management. In total, we examined 51 features within this discipline. Would you like to go into more depth with the topic ‘Sales Management’? Then download here our CRM & Customer Interaction Study 2024.
6. Microsoft Infrastructure
The company has a good score in our study on the section ‘Infrastructure’ with a score of 64%, relative to other vendors. We used the following selection criteria: authentication, rest api, data security, and document management. In total, we examined 56 features within this discipline. Would you like to learn more about the topic ‘Infrastructure’? Then download here our CRM & Customer Interaction Guide.
7. Microsoft Data Quality
The company has a good score in our objective CRM & Customer Interaction survey on the section ‘Data Quality’. The company scores 58% on this topic, relative to other vendors. We looked at the following criteria, among others: merge duplicate and duplicate search. In total, we examined 16 criteria in this category. Are you excited about the topic ‘Data Quality’? Then download here our CRM & Customer Interaction Guide 2024.
8. Microsoft Lead Management
Microsoft has a good score in our objective CRM & Customer Interaction survey on the subject ‘Lead Management’ with a score of 58%, 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. Or take a deep dive in the following content:
9. Microsoft Reporting
The vendor Microsoft has a good rating in our study on the section ‘Reporting’, given that they score 56% on this, compared to other vendors. We looked at the following criteria, among others: CRM analytics, bounce rates, interactive reporting, and custom reporting. In total, we examined 11 features within this discipline. Are you excited about the topic ‘Reporting’? Then download here our CRM & Customer Interaction Guide 2024.
10. Microsoft Campaign Management
Microsoft has a good score in our objective CRM & Customer Interaction survey of the theme ‘Campaign Management’ with a score of 51%, 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 2024.
11. Microsoft Task Management
Microsoft has a moderate performance in our independent CRM & Customer Interaction guide on the section ‘Task Management’, given that they score 41% on this, compared to other vendors. We looked at the following criteria, among others: repetitive tasks and create tasks. In total, we examined 13 criteria in this category. Would you like to learn more about the topic ‘Task Management’? Then download here our CRM & Customer Interaction Study 2024.
Want to know more? Then order the CRM & Customer Interaction Guide™ 2024 here
In which sectors is Microsoft CRM & Customer Interaction most active?
In our 100% vendor-independent CRM & Customer Interaction study, we also found out which industries a supplier has a track record in. These are the industries where Microsoft is on the road: automotive, banking, education, governments, healthcare, insurance, manufacturing, public sector, retail, and telecom.
Microsoft software is most used by…
The CRM & Customer Interaction software from Microsoft is most often mentioned in combination with the following function: account managers.
Hire a qualified Microsoft developer
Training and in-company 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 in-company. The following software solutions are addressed: Microsoft Dynamics CRM, Microsoft Dynamics 365, and Microsoft Dynamics 365 Copilot. We make you completely familiar with the ideas of the intelligent, data-driven organization.
In conclusion: Microsoft Dynamics scores high
Microsoft has a compact 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 many different sectors, and growing high in the field of customer relationship management.
About Passionned Group
Passionned 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. 
