Microsoft Dynamics 365 vs. SurveyMonkey

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.

Incentivized

SurveyMonkey is best suited for you if you find that you are creating multiple survey regularly. It offers a variety of questions and options and is a well-rounded surveying tool. It is not best if you do not create surveys often, typically use the same survey, or looking for software to create quizzes or assessments. Also, if you are easily overwhelmed by too many options, this may not be the tool for you.

• 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.

Incentivized

• SurveyMonkey templates have made it very user-friendly. It is very efficient to create a survey.
• I love that they have multiple ways to answer questions. For example, short answer, paragraph, and radio buttons to name a few.
• The surveys are very easy to share. You can import a large list of email addresses or free type just a few.
• I like that you can test the survey before sending it out live. I send it to myself to verify how it will look and feel to the end-user.

Incentivized

• 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.

Incentivized

• Recognizing that there are more limitations when it comes to a mobile interface vs. a desktop interface, I would love to see more profound levels of programming functionality on the mobile side.
• It would be helpful to have better access to greater levels of third-party results analysis, particularly as it relates to open-ended questions and answers.
• As an admin, it would be very cool if SurveyMonkey were able to use AI to match the survey we're building (questions, topics, target respondents, etc.) to existing results that might negate the need to ask certain questions in our surveys.

Incentivized

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.

Compared to other competitors in the market (including a few I've used internally), if you're looking for a survey application, this one does the job and it's quite inexpensive too. Considering the fact that it comes with a handy mobile application too (on iOS and Android), you also get flexibility thrown in the deal too.

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

Incentivized

It does everything a survey software should do, and it does it very well. I can't speak for how well it would work for a business that was surveying tens of thousands of people - but for a small business of 50 employees with a couple of thousand clients, it does everything it needs to do.

Incentivized

still to many limitations for more complex surveys --skips, filtered questions, etc.

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.

Incentivized

I've never had to contact the SurveyMonkey customer care team directly, but they have a pretty good library of help articles on their website. Everything from designing and executing your survey to account and billing questions. I never had a need for further support from Survey Monkey.

Incentivized

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.

Implementation not required.

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

Incentivized

SurveyMonkey is easier to customize and provides much more in depth analytics. SurveyMonkey also provides better templates providing us with a better presentation to our employees. SurveyMonkey also comes with a more trustworthy platform that ensures confidentiality, which is incredibly important to our employees and means we're getting more reliable results from the surveys.

Incentivized

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.

• 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.

Incentivized

• We use this to survey vendors after a trade show and their comments to me have helped improve other shows. I don't have hard numbers but I know our vendors, some of whom are associate members, are very happy to give this feedback because it helps their ROI too.
• I know it has saved us employee time as we aren't sifting through email responses and entering them into a spreadsheet. SurveyMonkey does that for us.
• We often need to do quick polls to our members to make decisions. This makes them feel like they are getting value for their membership dues that they pay our association.

Incentivized