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.
$44
per month
Typeform
Score8.1 out of 10
N/A
Typeform is online form and survey software, focused on high-quality visuals and user experience. Users can create surveys, registration forms, tests & quizzes, contests, tutorials, shopping carts, and contact forms, without needing to write code. Typeform offers freemium plan pricing. Their basic plan is free for one user; their Pro plan in $35/month for one user (includes logic jump, respondent notifications, calculator, custom thank you screen, hidden fields, payment fields, and 2GB file…
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.
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
Typeform is definitely a leader in the online survey space and that's for a reason. Between logic mapping and the ease of use for the end user, it's a solid app. The unfortunate thing, however, is the price tag--particularly considering the protection you receive from bots. Typeform only allows a certain number of responses at certain package levels, ie: the lowest level, you get a very limited number of responses but in order to receive more responses before your survey is locked, you must upgrade. This is what ultimately lead us to cancel with them. When you post a survey on Typeform, that survey is automatically posted publicly on their website--making it widely available to bots. Typeform offers no easy form of protection like a standardized captcha that you can add to the survey in order to filter bots out. Instead, there are several "work arounds" that they advise users to do that have very limited degrees of success. A quick online search shows that Typeform knows this is clearly an issue, yet they have yet to build in a bot-prevention feature. Since their plan prices vary by number of responses, it seems that they have no incentive to limit the amount of bots filling out surveys I believe. Ultimately, we canceled because, although the app is powerful, it just seemed like their business practices were unethical in my opinion.
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.
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
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.
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
The pricing structure is a little steep, especially for the Pro+ plan. It would be nice if they had an a la carte option because there are some features we are paying for that we will never use.
When creating forms, sometimes the cursor will inexplicably leave the field you are typing in and leave you with incomplete sentences.
Even though we are paying for our use, we still have the Typeform branding on our forms, which I think should be removed once you upgrade from the basic plan.
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
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.
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
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
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
Typeform takes a little bit of getting used to. Compared to Google Forms there are a lot more parts to the software and customizing the form isn't as intuitive. I have also found that embedding it into one smaller section of a webpage seamlessly can be a little tricky. But everything can be figured out eventually and the analytics are very good.
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
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.
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 haven't used the support portion of Typeform, as everything was quite easy to use. I have never encountered a situation where I did not know what to do or how to fix something myself. Typeform is very easy to adopt within any organization, no matter if you understand tech or not.
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 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.
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
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
When looking for a feature rich & flexible / customizable solution, Typeform beats out everyone. However, for specific use cases (like NPS), AskNicely is a clear winner in terms of features, but is much too expensive. Typeform is also fun to use, especially compared to Wufoo which seems so out of date
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
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.
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
Typeform has helped guide our Customer Success, Product, and Marketing teams in strategizing how to engage with customers better, and it has also given us a quick and easy way to do so! By collecting feedback and being able to share it across internal teams, we can coordinate our efforts to build our customers a better tool.
Typeform has proved to be an elegant solution to one of our earlier vexing problems (previous survey tools that looked annoying, had extremely limited branding options/were not customizable, and didn't integrate well with the rest of our tool set) while not breaking the bank for us - it's a very reasonable price point and does WAY more than the previous tools we were paying just as much for.
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
