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.
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
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
Their spell checker creates a squiggly line to tell you that you have a misspelled word, but, doesn't allow you to correct it.
The spell checker lets you add custom words to a dictionary, but, it can only use one dictionary at a time to check spelling. So the default dictionary gets used, and your custom words still show up as being spelled wrong!
You can't select-copy addresses, in order to paste them somewhere else.
Using duplexing on my printer doesn't work right. It works for every other software I own, but not in UDA.
There is a bug in the WIP date range that doesn't pull accurate data.
"Options" in the estimate show only cost, not margin. So if you show your customer that report, you are revealing cost info, not selling price!!
You can't import a PDF into bid notes, even though the premise of UDA is to try to make it a single repository for all your information.
You can't use the arrow key to browse photos in UDA. You need to close, and click into the next one. No inuitive functionality.
The estimating module separates material and labor, in ways that create a very confusing Scope of Work. You need to select the labor item from your database, then separately select the material from your database. You end up with two line items in your Scope of Work for the same thing. Instead of writing, "Supply and Install a new window" you have "Supply a new window" and then "Install a new window." It's hard for my estimator, and confusing for my client.
UDA will WREAK HAVOC on your contacts in Outlook.
It does a terrible job of managing husband/wife or partner/partner situations. You can't mail merge them properly, or, you get forced into combining their contact into into a single contact-- and then how do you know whether the cell phone is his or hers???
There is no good way to credit design fees against the construction contract, if you happen to use that paradigm for your contracts.
There is no way to filter contracts by their date created. So, how do you find your newest contacts for entering them into something such as Constant Contact?
If you try to use integration of QuickBooks(QB) and UDA, your ITEMS list in QB will either get expanded to hundreds or even THOUSANDS of items... or, your POs in QB will get created in a summary form such that they are virtually meaningless.
The "lead funnel" graphic may look cool, but there is not a good way to actually report on the lead status, track the activities and calls that you make, note significant emails that you write, or keep track of when you send out thank-you cards or spiffs/gifts!
They might tell you that these things work, but, after spending MONTHS with UDA, I found out that these problems are deal breakers.
Within their customer service department, the left hand doesn't know what the right hand is doing. They do not use a structure such as Zendesk that so many other great companies use. Even though I was paying for priority support, there were often days going by where I could not get a call or email back to assist me with a support request or provide a tutorial on how to do something. Had I not paid extra for support, this would be acceptable. But when paying for "TotalCare" priority support, there are times when the software had me stuck, and I was stuck for a day at a time waiting for an answer. Sometimes no answer ever arrived.
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.
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
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
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
QuickBooks has great quality assurance and while they don't provide support, their software is nearly flawless. Co-construct provides great support and solves problems. In comparison, UDA Construction Suite is full of flaws, and their customer service department is disorganized and overworked.
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
