An integrated solution, designed for small or medium-sized businesses, bringing together the productivity of Microsoft Office with advanced security capabilities to help
safeguard data from external threats and help protect against data leaks.
With Microsoft 365 Business Premium, users can empower employees to be productive
anywhere on any device. Get more done with AI built into the Office apps. Work
better together with a hub for teamwork bringing your tools and people together
in one place.…
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Microsoft Dynamics 365
Score 8.0 out of 10
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Microsoft Dynamics 365 is a CRM providing sales, marketing, and service functionality. It is offered as SaaS and on-premise. Dynamics 365 is part of the larger Dynamics suite of business intelligence and ERP products.
We have experimented with various CRM's but with the smaller team size I manage, I've found Office 365 to facilitate most of our tracking, access and communication needs in and outside of the office.
Salesforce has more desirable functions than Microsoft Dynamics 365, at a competitive price. Its user interface is far more superior, it has more customization, easier customization, and out of the box it is more pleasing to the eye and to the end user. If the client doesn't …
Microsoft 365 Business Premium is well suited to any size organization and is a must-have for business purposes. It is a vital component for the majority of work software needs, as the Microsoft 365 Business Premium package has apps to handle needs that I didn't know we had. It is a great way to provide the required software programs to teams, especially those that work remotely due to the great sharing capabilities built into it. Furthermore, the nonprofit program provided our small nonprofit with vital components for our remote work, while allowing us to keep our donated funds going directly to our mission.
Provides our company access to manage and customize the folds tailored to our needs. We needed to have certain paragraphs on certain paperwork per customer. MD 365 has those options to customize where needed and remove when not. The system is easy to navigate, and training can be done in a matter of days, even without prior knowledge of the system or similar systems.
Best to use for AP - like in our organization, there are plenty of AP bills, so with Dynamics, we can quickly enter the same into the Excel utility, which means CSV-based upload, and then we can easily upload the same to the software. It's a time saver.
Best for Bank reconciliation - MS Dynamics makes Bank reconciliation easy. Banks can easily sync with software and easily get reconciled.
Generating invoices to customers and directly sending them to their inbox is easy with this software.
Small learning curve, obviously. You won't figure this out in a day, a week, or even a month. But given time, you can learn to be an expert. Or you can always get a consultant or hire in somebody. But learning the tool isn't out of the questions by any means.
Licensing can be confusing at times and isn't cheap, but it is cheaper than Salesforce. Plus no additional fees for data calls to better integrate your D365 CE data with other systems.
The Classic user interface left a bit to be desired, but now with the much-improved Unified Interface, the web client and the mobile client look the same, much more modern, and have more flexibility and power behind them for customizers as well.
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.
The basic apps are straightforward and easy to use, especially since they have been around so long. I'm referring to the basic apps like Outlook, Excel, Word, PowerPoint, OneNote, etc. Other features such as Microsoft Teams and Sharepoint Sites, Sharepoint Lists, Sharepoint Groups, etc. all require a higher level of knowledge to both implement and use properly
The usability is easily adopted for users familiar with other Microsoft products. Dynamics 365 has several interfaces that cross over browsers and tablets. These multiple interfaces will be phased out and updated to a single unified interface eventually to provide the same usability across all devices. The backend configurations is slowly improving with the introduction of PowerApps compared to pre-D365 Online versions
In the last 5 years, Microsoft has come a long way. The performance of the products has become more and more user-friendly and it seems that the feedback provided by the user community is being listened to and worked on. The processes are very fast and seamless. There are negligible errors and doesn't slow the systems down.
As mentioned elsewhere in the review, Microsoft has historically paid attention to community feedback and issues, but timeliness can improve, and so can the addressing of long-standing issues about which many users have said "I have this issue too!" but no official solution exists. For issues that do have a solution, however, the solution is usually not difficult to find, and the explanation of features on Microsoft's website can mitigate many problems.
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.
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.
Before migrating to Microsoft 365 Business Premium, we possessed an in-house exchange server. Therefore, it was difficult for us to look at alternatives to Microsoft for a solution – we did look at the Google Suite of products, but the transition for us seemed less cumbersome to stay with Microsoft from a staff and administrative perspective. While the G Suite does offer us many outstanding products and services, we also didn’t feel that Gmail is up-to-par as a corporate solution the way Exchange/Outlook/OWA are – this alone was also a driving force for our end-users, as there was minimal transition for them to move from an on-premise solution to an off-premise solution. The additional features of SharePoint, Teams, Project, and so many other applications within Microsoft 365 also helped us make a strong case to stay with Microsoft and expand what we were using. The end-user and mobile protections of InTune have also put us at ease when issuing laptops and mobile phones to an almost fully-remote end-user base.
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
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.
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.
We can now keep work going from anywhere. It doesn't matter if we are on a job site or sitting in the office or working from home for a day or two we don't have to miss a beat.
It has unified how we store information so that everything isn't stored on individual computers
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.
