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Microsoft Dynamics 365

Score8 out of 10

1,013 Reviews and Ratings

Top Performing Features

  • Single sign-on capability

    The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

    Category average: 8.7

  • Role-based user permissions

    Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

    Category average: 8.6

  • Help desk management

    This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

    Category average: 8

Areas for Improvement

  • Territory management

    Users can defines salesperson territories based on customer or market characteristics.

    Category average: 7.3

  • Compensation management

    The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

    Category average: 7.9

  • Mobile access

    Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

    Category average: 7.8

Microsoft Dynamics 365 Business Central Easy ERP Platform

Use Cases and Deployment Scope

We use Microsoft Dynamics 365 Business Central as our ERP system. It helps by streamlining processes and also helps to centralize data from Finance, Recruitment and Admissions, and the Registrar's office. This makes our processing an applicant, to admission, to converting them to a student. and ensuring that their records are secure until graduation all through their alumni status.

Pros

  • Centralize data from various department
  • Helps to streamline processes
  • Easier report generation

Cons

  • Provisioning of user access permission can be made easier
  • The permission sets are a bit confusing. I think they can be made simpler while still enforcing security.
  • There should be AI to assist in correcting some data inconsistencies or mishandling of processes.

Return on Investment

  • I know that it has helped our team to quickly convert applicants to students. That is revenue that could have been lost if the process took longer than it did.
  • I know it has helped our Finance team to know how much is being generated and how much is expenditure, at the click of a button.
  • I know it has helped senior management to quickly make decisions because of the quick availability of data.

Usability

Other Software Used

Microsoft Power BI

Microsoft Dynamics 365 - One CRM for everything important

Use Cases and Deployment Scope

Microsoft Dynamics 365 is our main CRM that we have been using for a long time, what I really like about this CRM is the fact that it gives a complete visibility of all the required information for example: Purchase History, Invoice History, Active Opportunities, Remaining Credit Limit and many more things. It gets integrated to our Citrix environment perfectly, providing a secure and hassle-free experience. It shows some of the finest details about the customer that is available. I enjoy working on Microsoft Dynamics 365 because most of my applications are window based so it provides an overall amazing productive environment. Overall, it's a good experince till now.

Pros

  • Amount of details we can put in it
  • It creates a profile for every customer that we have and creates a portfolio for each customer
  • Provides overall visiblity for each account without going into depth of it

Cons

  • The user interface is not friendly, it can be improved
  • Since the UI needs improvement, it can be tricky to learn it initially
  • Sometimes it crashes and freezes, although it gets fixed quickly

Return on Investment

  • Microsoft Dynamics 365 is being used in our organization from a long time, we have tried other CRM during the last couple of years but none proved to be as efficient as Microsoft Dynamics 365

Usability

Alternatives Considered

Zoho Books and QuickBooks Commerce

Other Software Used

Microsoft Teams, Microsoft 365, think-cell

Deep Dive in to Microsoft Dynamic 365.

Use Cases and Deployment Scope

We use MS Dynamics 365 as accounting software for recording accounts payable bills, payment transactions, Payments made to customers, credit card expenses, other expenses, recording time, generating invoices to customers, etc. We use MS Dynamics 365 daily. It's one of the best accounting software to record daily expenses. It's easy to use and helps prepare monthly financials, etc.

Pros

  • 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.

Cons

  • Navigation to particular tasks is different. This means that it is a little tricky for new users to use.
  • There are few manuals or learning texts, and videos are available online. Dynamics needs to create learning videos and manual texts for users or some free certification for everyone to understand.
  • Sometimes, an error code occurred while doing essential tasks, and the software got stuck. Customer support doesn't have effective solutions for that.

Return on Investment

  • Positive Impacts - AP Management makes easy to us.
  • Negative Impact - Supports doesn't solve issues particularly. Hard to connect with them.
  • Positive impact- This software makes email campaigns and invoice issues easy for customers to use.

Usability

Alternatives Considered

Sage Intacct, NetSuite ERP and Xero

Other Software Used

Sage Intacct, Xero, NetSuite ERP

Review of Microsoft Dynamics 365

Use Cases and Deployment Scope

We use Microsoft Dynamics 365 for 2 divisions. We use it for opportunities and also for customer complaints or cases. We have approximately 300 customers in each division. We import customer, product and RMA data into Microsoft Dynamics 365 from our ERP system (Oracle/PeopleSoft) on a nightly basis.

Pros

  • Reporting
  • Integration with O365
  • Security

Cons

  • Licensing costs
  • Complex to setup
  • Integration with older ERP system

Return on Investment

  • Positive impact on tracking sales opportunities
  • Ease of use to transition to new sales associates

Usability

Alternatives Considered

Oracle CRM On Demand and S4 for Salesforce

Other Software Used

Microsoft 365, Oracle PeopleSoft ERP, UKG Ready

Microsoft Dynamics 365 provides a better ROI!

Use Cases and Deployment Scope

We use Microsoft Dynamics 365 to track our customers and maintain sales managers records regarding all activities and opportunities, related to each customer. These records allow our leadership to monitor our Sales Manager activities with our clients, along with our customers opportunities activities and ensuring we are addressing every opportunity we've been presented with along with meeting all of our customers needs.

Pros

  • Maintain customer records including all contacts and information related to each company.
  • Track all opportunities and activities related to each customer.
  • Maintain and track all sales managers activities related to their assigned accounts.

Cons

  • Slow performance, due to high volume of customers in the system.
  • Have had some data corruption
  • Some integration issues with our system from time to time.

Return on Investment

  • Quantifiable ROI has been upwards of 125%
  • Real-time insights have provided business outcomes and automated processes for our organization.
  • Improved Financial Performance overall

Usability

Alternatives Considered

Salesforce CMS

Other Software Used

Geotab, Sugar Connect