Microsoft Dynamics 365 Customer Service vs. Retainly

Suitable for ticketing that might also require routing to 'queues' and capturing communication timelines. Not as suitable for heavily credentials-management-type organizations or organizations that are not on the Microsoft stack. Also, not as suitable for organizations that have very high needs for knowledge base management or organizations that do not have resources or a partner to help extend the capabilities.

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

Retainly allowed me to take customer engagement to the next level. I felt an advantage of its low-code functionality, user-friendliness, intuitive automation, and pre-built integrations with a range of other marketing tools. I saw a noticeable difference in my marketing performance and customer retention results after almost 2 months of usage. As a marketer, I managed to automate heavy manual effort to run marketing my campaigns.

• Routing
• Different Channel Support
• Intuitive user interface
• Continues improvement in the product
• Integration with other Microsoft services and products

• Segments creation
• Workflow creation
• Workspace creation

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

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

• Analytics can be improved

It's not as simple as some of the other offerings, but it is fairly intuitive. The design philosophy is a little more bloated, but it can be streamlined by customizing views and forms (pages) to be organized for end users. Once it is set up, though, assuming your UI choices and design are intuitive, it is simple for end users to use.

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

I have worked with Oracle CRM On Demand earlier, mainly for case management and basic customer support workflows. Oracle CRM was stable and worked fine for standard use cases, but customization was limited and changes usually required more effort and time. Integrations with other systems were also not very flexible.
Microsoft Dynamics 365 Customer Service is much stronger in terms of flexibility and scalability. The biggest advantage is tight integration with the Microsoft ecosystem like Outlook, Teams, Power Automate, and Power Apps, which makes automation and productivity much better. Case management, SLAs, queues, and omnichannel features are more advanced and easier to configure.

Retainly has a unique and better workflow creation process.

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

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

• Set - up automated workflow sequences across the customer journey
• Less manual intervention to manage campaign
• 15 % Reduce of drop-offs in the customer experience