Microsoft Dynamics 365 Customer Insights vs. Salesforce Lightning Components & Developer Experience

I think it's well suited to help employees be efficient and devote time to other areas of the business. Having a platform that is power-packed with so much customer data is so helpful as an account manager. It allows me to understand how to approach customers based on their partnership and engagement levels.

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If you have a large customer base and a large amount of data on each of your customers, it is really strong in creating personalized content that your salespeople can use in their pitch meetings—and then setting up workflows for automated for lifecycle journey creations to automatically go out to customers.

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• Customer behaviour in apps
• Compile and share customer data
• Create summaries and dashboard to extract insights

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• It has a very smooth integration with Salesforce and third-party tools, ensuring easy tracking of policies and assets.
• It also has impressive security features like used-based permissions and encrypted data.
• Everything can be managed from a centralized place which saves a lot of time.

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• Only setting the interface for the new user.
• Collecting insights across platforms for the beginner.
• Integration with some packages.

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• It takes a while before it recognizes bounced emails.
• We get so many notifications from a single action. Not sure if this can be modified in the settings though.
• Error messages are sometimes unclear which makes it hard for us to identify the problem.

It's very good, but it's still living in a little bit in an older design aspect, but I think a lot of it is about to come out, just hasn't quite gotten there yet. Still a little clunky from a you have to know it to know it or you know it to use it. It takes a little bit of training to get into it. It's not quite the, anybody can come in and start using it immediately, type feel.

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I am not an administrator so there may very well be outstanding Support and I am just not privy to it. On a user level it's hard to gauge the effectiveness and responsiveness of Support because nearly everything has to go through an administrator

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I believe this is the only product I have used in this category. I've used different CRM platforms (Microsoft Dynamics, HubSpot, Salesforce); however, none of these stack up against Microsoft Dynamics 365 Customer Insights. Information in CRM is more informational than insightful and customer-driven. CRM [has] been used more to house client data and not in any reports that are beneficial.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

We were previously using an older version prior to it becoming Salesforce Lightning Platform so we were well adverse on the advantages of using a CRM, to begin with. It made sense to convert to Salesforce Lightning Platform after we were given a free trial of the platform. Certain reps were chosen to experiment with it and from there a decision was made to move forward. We've been customers ever since.

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• Increase inowledge
• Avoid lose of information

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Better visibility of Accounts and Contacts interactions makes it easier to maintain during employee transitions.
• Tracking of current jobs and relating them to past jobs is very useful.
• More efficient use of Sales Reps time.
• Sales Managers have good visibility into how their people are working.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info