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.

With the constant changes included in the product, we can now use it for all the customer service scenarios / channels, for e.g. earlier for voice, we had to buy 3rd party CTI based tools, but now Voice Channel being available as the part of the product, that solves that thing. Also we see constantly new AI-driven features added to the product that could save lot of time of the agents while working on the cases like case summary, automate email generation, sentiment analysis etc.

• 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

• Stock control
• There are 3-4 different ways to do that same thing
• Documentation

Incentivized

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

Incentivized

Microsoft Dynamics 365 Customer Service is generally very user-friendly, especially for those familiar with Microsoft products. The strength of Microsoft Dynamics 365 Customer Service is its integration with Outlook and Microsoft Office products like Word, Excel etc. and it user interface being similar to those products. This makes it easy for user to adopt to any new app.

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

• Improve our technicians efficiency
• Helped improve asset recording
• Knowledge base

• It has help us serve our customers better and get Support Contracts from them after we have designed / developed and deployed Microsoft Dynamics 365 Customer Service based solutions for them
• Ease of Routing it to appropriate customer support agent
• Because of multiple channel support we now give our customers option to raise a ticket or connect with their preferred communication medium, be it email, SMS, Chat etc.