Likelihood to Recommend
1. Lead Management - Microsoft Dynamics 365 is well suited for lead management. It provides a streamlined process for capturing, tracking, and managing leads. It allows users to capture leads from a variety of sources, such as web forms, emails, and social media. It also provides a centralized view of all of the lead data, allowing users to quickly identify hot leads and take action.
2. Automating Sales Processes - Microsoft Dynamics 365 is also well suited for automating sales processes. It allows users to create custom workflows and assign tasks to team members. This helps increase efficiency and streamline sales processes. It also allows users to track and analyze customer data, allowing sales teams to better understand their customer's needs and provide tailored solutions. 3. Customer Service and Support - Microsoft Dynamics 365 is also well suited for customer service and support. It provides a central platform for tracking customer inquiries and requests. It also allows users to create custom dashboards and reports, helping to easily identify customer trends and issues. This helps customer service teams to quickly address customer needs and provide a better level of service. Read full review
It's great for large field sales organizations that lack the ability to automate email sends that are consistent and on-brand. The idea of templated emails (with the ability to build custom emails) really helps keeps the look-and-feel of each email similar to what the rest of the organization is sending to customers or prospects. This isn't the solution that you'd need if you are looking for an automation tool that easily integrates into other marketing channels. The dynamic content feature is lagging far behind other tools in the space.
Read full review Pros Some useful out-of-the-box features, like mass uploads of Leads from trade shows or when qualifying a Lead, CRM automatically creates the Opportunity, Contact, and Account for you, etc. Really powerful customizations through the user interface to improve user experience. Things like Business Rules, for example, if Field A = 1, then Field B = 2 and Field C = 2, if Field A = 2, then Field B and Field C don't apply, so automatically hide them. Or other functionality that improves user experience, like Business Process Flows. These walk users step by step through our business process, helping them know when certain actions should take place, and at what point other data is now required. We've used this extensively with our Lead to Opportunity to Quote to Order process, helping users understand the business process each step of the way. Customizations built on top of the platform now called model-driven PowerApps. You can have connections to "typical" data, like Accounts, Contacts, or Opportunities, for example, but then connect that data to custom entities, records that only apply to your specific business. This is all done through the user interface and allows you to customize and automate specific line-of-business applications for your specific needs. Behind the scenes, D365 CE is built on SQL. So the data conforms to industry standards and makes it much easier to interact with. Your developers and IT team will thank you. Read full review Sends client confirmations when they subscribe to a newsletter, sign up for a conference, or place an order with our company (SourceMedia). We don't have to hire an agency to send these for us. Manages newsletter subscriptions and allows us to deploy on specific dates/times. Helps us discover and manage the correct audience base per newsletter, and automates the distributions so we don't have to do it manually. Read full review Cons Microsoft Dynamics 365 storage & license cost can prohibit some large deployments or even cost-sensitive small projects from using the platform (although I'm certain most deployments would realize a positive ROI if implemented correctly with process automation). The cost and licensing document for Dynamics 365 is 61 pages and will take a rocket scientist to understand it. It's better to just have your Microsoft help estimate the cost if they are willing to help you that. The documentation on how to first fully understand the Out of the Box default solution and settings is lacking or even non-existing. This has the potential to derail Dynamic 365 launches and implementations from the gitgo. Want to use an out of the box entity?.. well it's probably related to 5 other entities that require configuration and full understanding of it to successful implement. And you ask where is the laymen guide or instructions?... User groups and forums. In Summary, Microsoft can up its game in deployment training and supporting documentation. Microsoft needs to incentivize more external platforms to build app connectors for easy integration, such as ZenDesk, Slack, Tableau, etc. Even the current connector apps such as Salesforce, MailChimp, Docusign are useless or don't work at all. Several limitations inhibit successful Dynamics 365 deployments such as: limited number of Rollup field calculations (summarizing fields on child/related records), limited number rows that can exported to Excel via advanced find, Dynamics 365 files, log and database storage size limit is extremely small and will always require purchasing additional storage (for Online deployments). New user buy-in or acceptance or system platform changes can be difficult if a solid change management plan isn't enacted. Don't expect much help from Microsoft on implementation or solutions unless it's a technical flaw with the platform. Microsoft relies on their MVP partner network to consult for implementations at a hefty cost. Hiring a knowledgeable and savvy Dynamics 365 System Administrator can reduce the need for consultant support; of course, this is dependant upon many many variables. Read full review (Lack of) Web Tracking - it offers minimal tracking capabilities for web visit(or)s and the ones that are in place don't provide an easy way to allow you to use that data in building reports or automation. No Web Forms - if most of your marketing campaigns include a call to action pointing to a web form submission, the SFMC doesn't have a "web form asset" per se that you can build. You could still achieve the same functionality by deploying cloud pages and/or microsite AMPScript pages that use Data Extensions as tables to hold data but that doesn't come out of the box. Customization brings Complexity - OK, maybe this is not a con but sometimes it feels like one. In order to build your own custom way of segmenting, importing, filtering data, having triggered sends, etc. you need to create a lot of assets on the platform. Think of it like small Lego bricks that you need to build first then combine them in a larger brick that is part of an even larger construction. Bogdan Enache
Digital Marketing Lead & SalesForce Marketing Cloud Administrator
Read full review Likelihood to Renew
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.
Read full review
Exact Target has an exceptional team with great customer care. Whenever we have a question or concern they are timely in addressing it. They also perform annual reviews in person that provides us with market trends, new tools and features, performance metrics, and new content recommendations. We evaluate this by local market and at the international level
Read full review Usability
My review can help others to choose the correct CRM like Microsoft Dynamics 365 CRM. I see lots of great things in Microsoft Dynamics 365 that make your business easy and smooth also MS allows users to customize the software according to their needs. So Thought I should share my experience with others.
Dynamics 365 CE/CRM - Senior Technical Consultant
Read full review
I think the tool is easy to use, protects a company from the spam legislation and manages subscribers very well. It is simple to create a non-complex email. I like the survey function on the email tool as well. Overall usability is quite easy and no necessary to have an IT background or extensive knowledge to use. It is helpful, though, to have an understanding of HTML for formatting at this point.
Read full review Reliability and Availability
Upgrades and timing of the upgrades were communicated well and planned during off hours for our work. If we did have a campaign scheduled during that time, it would kick-off after the system was back active. There were a few unplanned system down times, but it was a rare occurrence and those times were also short in duration.
Read full review Performance
This software is extremely limiting. The layouts don't give much flexibility and take a long time to set up. If you aren't a designer or know html (like me), the emails look unpolished and amateur. It takes forever for me to make revisions and sometimes when I send the test email, it looks completely different in the software vs. how the message looks in my inbox. Fonts are different sizes and aren't aligned properly, etc. The whole platform is pretty clunky and not very user friendly. The reports are pretty good - however there isn't much you can do when viewing the info. Ex: If you have 200 "Did Not Open" emails, there isn't an easy way to just click and quickly resend to this group. I like that it can sync with Salesforce.com - but I have no idea how to set that up in my account. Out of frustration I have been using Constant Contact which has easy to use drag and drop features, built-in templates I can choose from, survey/coupon/registration tools, tagging and responsive reporting. My company's creative agency even prefers Constant Contact vs. Marketing Cloud. I still have to enter
(the old address) to log on. Wondering when they will change it to the new name, which I don't like using. Exact Target is so much easier to say. Salesforce Marketing Cloud just doesn't roll off the tongue and - just like the software - is clumsy and awkward, so I just keep calling it Exact Target. Overall, pretty much dissatisfied with Exact Target and have pretty much stopped using it. Although I know eventually I will have to go back to it at some point since my company has invested in the automation features and we will have to use it for our marketing.
Read full review Support Rating
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.
Read full review
We are now only trying to get our money back and move on to a different system, but even though it was acknowledged that mistakes were made on Salesforce’s side, we are still waiting. Instead, Salesforce sends us standard training offers to get the most out of our 4 connectors - whatever - and still not even offering additional connectors to get our social accounts connected to our business so our digital team can get on with their job, requesting we pay an additional $50pm for each of these - crazy.
Read full review Implementation Rating
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.
Read full review
Easy to implement, with simple emails and solutions initially created. More advanced usage of the tool and more advanced subscriber attribute usage was implemented during later phases when the knowledge of the tool increased. Monitoring success and results of email campaigns were done at a high level initially, but not fully used until the tool and email marketing as a whole was better understood in the corporation.
Read full review Alternatives Considered
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
Read full review
I have used Epsilon and I have evaluated Silverpop, e-Dialogue and Yesmail. From my analysis Salesforce MC is far more superior in flexibility, scalability and freedom to custom built initiatives. The AMPscripting is one of the driving forces in allowing the previous mentioned abilities. However, I can see from a marketers perspective where they simply want to send emails and segment easily. But given that effective email marketing requires a lot of different components and there is no simple way of doing it and I found that most companies that offer the out of the box solutions do a good job but there is no one size fits all and if you are trying to be really good at it which includes integrating your business such as registration, stats, CMS, API, etc. This is a much better solution.
Read full review Contract Terms and Pricing Model
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.
Read full review Scalability
We had approximately 20,000 recipients of most email campaigns, with some higher amounts and some smaller campaigns. The tools is easy to use and the recipient list size is really not a factor in the complexity or work to create and email campaign. Our campaigns could just have easily been sent to many more people, with virtually no additional work.
Read full review Professional Services
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.
Read full review Return on Investment 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. Read full review Better execution/monitoring - when multiple steps are involved, IMH is great at dashboarding. Facilitates exploratory campaigns - it is great at instilling confidence when you're trying a new facet of a campaign, due to the process transparency. Cloud - can be a double-edged sword. Allows for on the go access, but isn't truly mobile-friendly, and can sometimes sputter. But certainly will improve with time. Read full review ScreenShots Salesforce Marketing Cloud Email Studio Screenshots