HaloPSA vs. Microsoft Dynamics 365 Customer Service

Having been in IT for 10+ years and used so many different PSA platforms, I must say working with HaloPSA has been simply amazing. Straight out of the box, it's fast. It's feature-rich. It's easy to set up the basics, and the onboarding team was amazing. The onboarding team actually spends time with you, human on human, walking you through the setup and getting it working how you want. No one else does that included. Yeah, sure, you can pay CW and the other huge amounts of money, and they sort of help you, but HaloPSA helps you from the start; it seems they realise if they help set it up correctly in the first place, it reduces support calls. We can run our business from day one - very customer-centric. We have been using HaloPSA for a year now, and there is still plenty to learn and develop on the platform, but every week we are learning new things that we can do. The support team is great; they are humans who understand the issues we face, so they get things working fast. We have suggested some missing features to the dev team, and so far, they have implemented all of them - WOW. Don't get me wrong, as with all platforms, HaloPSA is not perfect. It's young, but it's maturing fast, very fast, and they are getting integrations built with the major players in the IT industry, which is fantastic. Yes, a few times, the link to Xero broke, which was annoying, but unlike the platforms we used in the past, the support team spoke to us and told us what the problem was and got it fixed, so you can't ask for more than that. Their growth has been fantastic to see, but again this has meant a bit of change around with account managers, support personnel, etc., but everyone they bring on is just as good as the last. All in all, migrating to HaloPSA was the best software/platform decision I have made in our business since I began the business. I would recommend HaloPSA to any IT business. Well done, Team HALO. Keep up the awesome work.

The deployment of this software was a lot of pleasure for us as we were able to bring all our customers to one spot. The customer's requirements are considerably easier to satisfy in this way. As Microsoft Dynamic 365 for customer service, we are able to keep our customers in our firm in a long-term position. I highly suggest you use this service in all sorts of organizations as it is a very complete system with everything necessary for a high-grade customer care experience. The software gives several pricing packages that are appropriate for varied usage demands.

Incentivized

• Workflows
• Stock Control
• Quoting

• Dynamic CS allows you to access a wider customer base and gain artificial intelligence-powered insights into numerous client interaction activities.
• It assists in gaining deep insights into numerous data analyses performed on various customer interaction activities, as well as data visualization and customer satisfaction enhancement.
• This product has been extremely beneficial to my firm since it allows us to communicate with customers via a variety of channels, including e-mail and social media.
• Extensible, and Microsoft responds rapidly to market demand with new features. In terms of service, both Microsoft customer success and technical teams collaborate closely to ensure appropriate delivery.
• A better way to track client interactions is SaaS-based cloud services. This software may also be linked to outlook.

Incentivized

• A few tweaks to how items are organised/grouped and listed
• Documentation

• It occasionally crashes or slow down, but it usually works great.
• Costly.

Incentivized

We have used and tried several other PSA vendors and HaloPSA was our favorite by far. Many others were either much too overly complicated, clunky, slow to respond to issues, incomplete, or they simply failed to deliver on promises made, especially in terms of integrations.

Incentivized

• Being able to track events
• Reporting

• Creativity way.
• Foster increase in revenue.
• Improving decision-making.
• Culture of good relationship/service.

Incentivized