Likelihood to Recommend
allows the best sales with our customers. It is the best CRM software in the market. If customers need help then it allows their users to contact them directly and they give good feedback in a short time. Read full review
1. Lead Management - Microsoft Dynamics 365 is well suited for lead management. It provides a streamlined process for capturing, tracking, and managing leads. It allows users to capture leads from a variety of sources, such as web forms, emails, and social media. It also provides a centralized view of all of the lead data, allowing users to quickly identify hot leads and take action.
2. Automating Sales Processes - Microsoft Dynamics 365 is also well suited for automating sales processes. It allows users to create custom workflows and assign tasks to team members. This helps increase efficiency and streamline sales processes. It also allows users to track and analyze customer data, allowing sales teams to better understand their customer's needs and provide tailored solutions. 3. Customer Service and Support - Microsoft Dynamics 365 is also well suited for customer service and support. It provides a central platform for tracking customer inquiries and requests. It also allows users to create custom dashboards and reports, helping to easily identify customer trends and issues. This helps customer service teams to quickly address customer needs and provide a better level of service. Read full review Pros An incredible application in making sales and marketing in a single go. Good to comprehend business opportunities and to protect the product’s promotion in the market. It's a very simple and easy application. Once installed [it] can give the maximum benefits. Nothing can stop this tool from making wise decisions and providing ways to implement and observe the process further. Its mobile version helps us to watch the business detail for 24-hours and is a good way to communicate with clients on demand. Its managing abilities are not underestimated because of its to-the-point business overview. Read full review Some useful out-of-the-box features, like mass uploads of Leads from trade shows or when qualifying a Lead, CRM automatically creates the Opportunity, Contact, and Account for you, etc. Really powerful customizations through the user interface to improve user experience. Things like Business Rules, for example, if Field A = 1, then Field B = 2 and Field C = 2, if Field A = 2, then Field B and Field C don't apply, so automatically hide them. Or other functionality that improves user experience, like Business Process Flows. These walk users step by step through our business process, helping them know when certain actions should take place, and at what point other data is now required. We've used this extensively with our Lead to Opportunity to Quote to Order process, helping users understand the business process each step of the way. Customizations built on top of the platform now called model-driven PowerApps. You can have connections to "typical" data, like Accounts, Contacts, or Opportunities, for example, but then connect that data to custom entities, records that only apply to your specific business. This is all done through the user interface and allows you to customize and automate specific line-of-business applications for your specific needs. Behind the scenes, D365 CE is built on SQL. So the data conforms to industry standards and makes it much easier to interact with. Your developers and IT team will thank you. Read full review Cons Unsure, as I have not seen issues that weren't resolved quickly and professionally. Read full review Microsoft Dynamics 365 storage & license cost can prohibit some large deployments or even cost-sensitive small projects from using the platform (although I'm certain most deployments would realize a positive ROI if implemented correctly with process automation). The cost and licensing document for Dynamics 365 is 61 pages and will take a rocket scientist to understand it. It's better to just have your Microsoft help estimate the cost if they are willing to help you that. The documentation on how to first fully understand the Out of the Box default solution and settings is lacking or even non-existing. This has the potential to derail Dynamic 365 launches and implementations from the gitgo. Want to use an out of the box entity?.. well it's probably related to 5 other entities that require configuration and full understanding of it to successful implement. And you ask where is the laymen guide or instructions?... User groups and forums. In Summary, Microsoft can up its game in deployment training and supporting documentation. Microsoft needs to incentivize more external platforms to build app connectors for easy integration, such as ZenDesk, Slack, Tableau, etc. Even the current connector apps such as Salesforce, MailChimp, Docusign are useless or don't work at all. Several limitations inhibit successful Dynamics 365 deployments such as: limited number of Rollup field calculations (summarizing fields on child/related records), limited number rows that can exported to Excel via advanced find, Dynamics 365 files, log and database storage size limit is extremely small and will always require purchasing additional storage (for Online deployments). New user buy-in or acceptance or system platform changes can be difficult if a solid change management plan isn't enacted. Don't expect much help from Microsoft on implementation or solutions unless it's a technical flaw with the platform. Microsoft relies on their MVP partner network to consult for implementations at a hefty cost. Hiring a knowledgeable and savvy Dynamics 365 System Administrator can reduce the need for consultant support; of course, this is dependant upon many many variables. Read full review Likelihood to Renew
CRM has allowed us to keep all of our data in one place that is easy for all users within the company to view. I came into the company after they had been using CRM for about 4 years. They have all said that since we have used this it has helped us control work processes better, it has allowed us to be able to track things so much better, and has been something that has helped unite many processes that used to be all over the place. We are currently using CRM 4.0 and are planning on upgrading in the next 18 months to the 2011 version. Support for 4.0 is almost all but dried up. Understandably so. Some of the customization we have done, and a plugins we use, are now contained within the 2011 version so we are looking forward to that upgrade. We use an email marketing company as well, and they primarily support the 2011 version, but their product connects and is integrated within CRM. This is a great benefit as well so that all of our marketing information can be contained in one location.
Read full review Usability
I like most and the features help me to manage customer details and their orders. It is very easy, I [have been] using this application for a long time and its integration with other applications is perfect for [a] fast workflow.
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I feel it's one of the best few applications that's available in the market for CRM and that to its kind of combined with lightweight ERP features. Whatever I'm doing in my data projects and in cloud space, I feel it's the best application that is user-friendly that aligns with our needs.
Read full review Support Rating
C2CRM delivers us the best features for improving business tasks and it is very handy for launching new products in front of others. I can easily gather all the detail of customers in one place and we can discuss and increase product marketing. Its social media integration is great to advertise product features, so that's why I really like it.
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Our partner, Ledgeview Partners has been FANTASTIC to work with. They are always timely in their response and have taken time to understand our business and our specific needs. We've made a lot of advanced customizations and they have been a great help in making those updates.
Read full review Implementation Rating
We used a data warehouse to house our data, and our IT team and implementation vendor worked diligently ahead of time to construct idea implementation plans. Out of millions of records- we had less than a dozen errors, which is remarkable. My major insight is simply having a group of completely devoted individuals working towards your goal who fully understand the desired outcome. Focused resources for implementation season are critical to success.
Read full review Alternatives Considered
I HIGHLY recommend Clear C2 C2CRM above any other platform.
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Microsoft Dynamics was part of a system overhaul for a local school, and we looked at many products. If we had used it for a company with low turnover, then it might have been more feasible. They needed something a new person could learn quickly, someone who might also be learning marketing terms at the same time - especially if there is nobody to train the individual now expected to know the system. Similar issues occurred with all of these programs (we called it being too big for their britches), and one of the bigger things we liked was that it is more compatible with MS Office products in both technical and visual appeal. If you have a steady employees who use a CRM consistently, low turnover, and those who are very familiar with Office products, Dynamics would be the smartest option for you. Unfortunately, this was just not true for the school environment
Read full review Contract Terms and Pricing Model
On our purchase, I'd been interrogated about our usage. Our needs are met by Microsoft Dynamics 365, which is simple to use. With so much data and information available, we must ensure that it is presented correctly to managers. Due to a lack of use, we don't have to spend as much money on Salesforce.
Read full review Professional Services
My company's preferred program right now is Microsoft Dynamics 365. We use it to keep track of customers and important sales metrics in a streamlined manner. Anyone familiar with CRMs will find the tool extremely useful. Considering that we have a good turnover, this product will be used for its basic segments. As a result, there are few chances of error with Microsoft dynamics because it is so easy to use. Many options for recording data on these leads are available. It meets our needs and pays off.
Read full review Return on Investment It has been [designed] for sales reps. They can focus on sales and building relationships with clients. It is best for businesses from all sectors who want good results. They give training online and through webinars. Its features are very advanced and good. It gives users lots of documentation storage, assists achieve, retail machine integration, [and] task management. The next step is to win customers from other tools over profitable sales. And then retaining these customers with their services and support. The new interface has [been] launched for a better understanding of users as it increases day-to-day productivity due to lesser complexity. Read full review For those without a centralized, all in one solution for major HR, Finance and other departments, Microsoft Dynamics 365 has vastly improved employee time utilization and profit. Migrating clients from on-premise to the cloud has reaped benefits including better security, no unscheduled downtime and frequent updates to functionality. Those transferring from cheaper solutions have lost money in the aim to be better integrated with other Microsoft products and AI they don't really utilize. Read full review