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Changing how a b-school manages its relationships.
Updated June 03, 2015

Changing how a b-school manages its relationships.

Meloney Linder | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Software Version

On-Premise

Modules Used

  • Click Dimensions

Overall Satisfaction with Microsoft Dynamics CRM

Microsoft Dynamics CRM is being used by multiple departments with plans to expand its use within the next 12 months. It addresses data management, customer communication, and business processes.
  • Daily workflow management.
  • Cross communications - transparency of data among users.
  • KPI dashboard reporting.
  • Off the shelf it is limited. It requires heavy customization for the education model.
  • Microsoft Dynamics CRM has dramatically improved our business!
Over selling of the product usability as an "out of the box" solution.

Microsoft Dynamics 365 Feature Ratings

7.0
Customer data management / contact management
7
Workflow management
7
Territory management
Not Rated
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
7
Channel / partner relationship management
Not Rated
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
9.0
Lead management
9
Email marketing
9
8.0
Task management
8
Billing and invoicing management
Not Rated
7.0
Forecasting
Not Rated
Pipeline visualization
7
Customizable reports
7
6.5
Custom fields
8
Custom objects
8
Scripting environment
5
API for custom integration
5
8.0
Single sign-on capability
8
Not Rated
Social data
Not Rated
Social engagement
Not Rated
8.0
Marketing automation
8
Compensation management
Not Rated
8.0
Mobile access
8

Microsoft Dynamics CRM Implementation