Microsoft Dynamics 365 is your solution in using CRM.
Microsoft Dynamics 365 is a great way to run an organization as an ERP system. It adds a lot of values in connecting all units within the …
Microsoft Dynamics 365Formerly Microsoft Dynamics CRM
Starting at $44 per month
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What is Microsoft Dynamics 365?
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.
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Popular Features
- Customer data management / contact management (68)8.787%
- Custom fields (65)8.383%
- Integration with email client (e.g., Outlook or Gmail) (65)7.575%
- Workflow management (66)7.272%
Pricing
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttp://www.microsoft.com/en…
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $44 per month
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- Integrations
- Competitors
- Tech Details
- FAQs
What is Microsoft Dynamics 365?
Microsoft Dynamics 365 (formerly called Microsoft Dynamics) CRM is a CRM system providing sales, marketing, and service (help desk) functionality. It is offered in two flavors: Online (competing directly with Salesforce) and on-premise.
The Microsoft Dynamics family of business applications includes other related products for ERP and retail management.
Microsoft Dynamics 365 Features
- Supported: Comprehensive Solution for Sales, Service & Marketing
- Supported: Productivity Through Seamless Integration with Office 365
- Supported: Analytics Through Seamless Integration with PowerBI
Microsoft Dynamics 365 Video
Find more opportunities and boost sales with Microsoft Dynamics 365 - Gamification
Microsoft Dynamics 365 Integrations
- Act-On Software
- HubSpot Marketing Hub
- LeadLife
- Microsoft Dynamics 365 Marketing
- Adobe Campaign
- Aprimo
- eTrigue DemandCenter
- Astera ReportMiner
- Astera Centerprise
- LiveChat
- SAP CPQ
- SAP CLM, discontinued, duplicate
- SnapEngage
- Boingnet
- Devart Excel Add-ins
- GreenRope
- Cincom CPQ
- Axiom Software by Syntellis Performance Solutions
- ClientPoint
- QuoteWerks
- Oracle Marketing
- Syncfrog (unpubllished)
- Ektron Web Content Management System (Discontinued), part of Episerver
- Interactions Digital Roots
- Office 365
- PowerBI
- Yammer
- Microsoft Social Listening
Microsoft Dynamics 365 Competitors
Microsoft Dynamics 365 Technical Details
| Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Windows |
| Mobile Application | Apple iOS, Android, Windows Phone |
| Supported Countries | global |
| Supported Languages | Over 40 languages |
Frequently Asked Questions
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.
Microsoft Dynamics 365 starts at $44.
NetSuite ERP, Sage CRM, and Salesforce Sales Cloud are common alternatives for Microsoft Dynamics 365.
Reviewers rate Forecasting and Pipeline visualization highest, with a score of 9.1.
The most common users of Microsoft Dynamics 365 are from Mid-sized Companies (51-1,000 employees).
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Reviews
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March 14, 2023
Microsoft Dynamics 365 is your solution in using CRM.
Score 8 out of 10
Vetted Review
Verified User
Microsoft Dynamics 365 is a great way to run an organization as an ERP system. It adds a lot of values in connecting all units within the organization. It keeps record of your transactions and inventories. It provides lots of analysis and it is a very secured system compared to customized applications/platforms.
- Lots of improvement and updates.
- CRM is a great advantage.
- Security is great.
- Customer support requires some support at times as they need some training when dealing with a customer and asking all the questions. The way they handle issues needs attention and they need to be trained.
We provide technical support and functional support as well to the users. This product is great to manage and engage the customers with the business. There is a great scope for this product. You can easily automate the process and also schedule the emails and messages. You can also store and manage products within the CRM.
- Easy to generate leads using emails, phones, and campaigns and you can also automate the process of lead generation.
- You can send the notifications to the users.
- You can also have it's great feature called field service.
- Overall it is working great, nothing to dislike.
- I would love to see if Microsoft Dynamics 365 has the features to schedule workflows or plugin.
March 15, 2022
"MICROSOFT Dynamics CRM Review"
All the leads Coming from the Marketing Campaigns Comes into the Microsoft Dynamics CRM and after that, it is allocated to the Salesperson who takes Follow up and Converts that into Sales.
This is Also Used for Service, lead is active until and unless it the Closed by the Service guy. Right from Generating prospects to Closing the leads, it is all managed in Microsoft Dynamics CRM.
This is Also Used for Service, lead is active until and unless it the Closed by the Service guy. Right from Generating prospects to Closing the leads, it is all managed in Microsoft Dynamics CRM.
- User Interface is quite Intuitive does matter whether you are a new user you will find it easy and interesting.
- No Training is required all you need is just be aware of B2B leads, Corporate and Customer leads
- Support team is highly knowledgeable and helpful
- Fast internet Connection is required otherwise it can lag.
- If you are creating a new lead, you Will have to put its Source and many more details which is quite irritating and time-Consuming
February 18, 2022
Buyer Beware!!!
Score 1 out of 10
Vetted Review
Verified User
We used Microsoft Dynamics 365 as our Applicant Tracking/Employment Management System. We add candidates and clients to the database and track activities relative to candidates in the pipeline for a job being recruited for, client information about their company, and jobs they need us to fill.
- integrates reasonably well with Microsoft Outlook
- Collecting/inputting information into candidate records is frustrating in that information input to a candidate record relative to a job for which they are a candidate does not get included in the general candidate record.
- In my opinion, they need to make it VERY CLEAR UPFRONT that if you leave Microsoft Dynamics 365 for another ATS, they will NOT PROVIDE YOU WITH A BACK-UP FILE OF YOUR DATA like every other ATS does. It cost me almost $10,000 to get MY DATA, after having to re-up for another year because they wouldn't provide it to me.
July 05, 2021
It is actually very "dynamic"!
We all use it. We use it on our end to manage our client accounts but we also have our own ISV inside Dynamics that we sell, so us in the Support team also have to help customers with issues that arise in Dynamics CRM along with ClickDimensions. Dynamics helps us manage our database of accounts neatly and, since it is customizable, we have been able to do so much more for our clients.
- Customizable - you can customize Dynamics to your business needs with the help of a CRM Admin or Partner
- Can import own or third party solutions to add features that Dynamics may be missing. Example, ClickDimensions
- Easy to manage Leads!
- User Friendly -- Dynamics and their terms can be a bit confusing
- UI -- The new Unified Interface is not that well designed. Older UIs were easier to navigate
- If you are not a CRM expert, customizing CRM can be complex and you can even ruin your environment.
November 07, 2020
Dynamics gives us a 365 degree view of our customers
Microsoft Dynamics 365 is, at the moment, used as the preferred customer relationship management program in my organization's regional offices where I work. We use it to seamlessly manage customer information and keep track of customers and important sales metrics. It makes it easy for the higher-ups in my organization to measure our sales pipelines and possible sales targets, too.
- Microsoft dynamics 365 does a fantastic job integrating with important third-party applications we currently use in the office such as a MailChimp and OneNote, thus making it easier to share vital insights across applications.
- Microsoft Dynamics 365 does a fantastic job of aligning our sales and marketing processes by helping to produce seamless experiences for our customers through shared application data and marketing automations.
- Microsoft Dynamics 365 makes it easier for us to focus on the right type of customers by engaging them quickly using insight provided by Microsoft's artificial intelligence backed features.
- Microsoft Dynamics 365 can do with improved intuitiveness for users. For instance, data entry is usually a tedious experience for beginner users.
- Its user interface design is not simplified enough for smooth navigation, especially on the report pages.
March 04, 2020
Microsoft Dynamics 365 Review
Dynamics 365 is currently used as a company-wide CRM for the management of our sales metrics, customer contact, and database. It is widely used by upper management to track the "health" of their pipelines and sales goals. Lower-level employees use it daily to keep track of customers and data entry. It has been a great tool for running various queries to view performance. Very easy to use.
- Query searches.
- Great user experience and design.
- Displaying data in various charts.
- Global search function tends to freeze a lot.
- Linking emails to certain leads/opps could be improved in both Outlook and Dynamics.
February 25, 2020
Whether start up, small or well established....Microsoft has the software you need to expand, enhance, and take your business to the next level.
We started off using Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) as both my business partner and I have used numerous Microsoft products in various positions and companies we worked for. When we decided to start our own business, which is still in the startup stages, we all agreed that Microsoft Dynamics 365 would be the best choice and provide us with the best tools we needed for data, our business insight. UPDATE*********We are still using this software and have found it to be very useful in and for our business matters and needs. We are now a little more seasoned if you will and find it to be a vital necessity for our company.
- We haven't jumped into the marketing as much as we would like but what we have seen and anticipate it will work great.
- The sales module works great.
- The layout can be a little better as far as navigation.
- Pricing
February 18, 2020
Dynamics - Perfect for a Seasoned Team with Low Turnover
I was asked to address the growing separation of marketing and sales at a local school (so, in this sense, sales will be considered Admissions). I needed to do several things 1) turn focus towards the completion of the job (leaving the small, menial tasks to the machine), 2) coordinate a way for both marketing and admissions to work together, knowing how well the other department is doing without interference, and 3) ensure quality standards were met when employee retention was a major issue. Microsoft Dynamics was used briefly through a sister account to observe how new employees would take to it, as well as see how currently long-time employees would take to it (reverting to old ways or moving towards the product).
- Data unification - "one stop shop"
- Adaptable pay structure, with customization options
- Not new user friendly, nearly impossible to train someone new in it without them losing interest
December 16, 2019
Manage Financial and Operations together
Microsoft Dynamics 365 is mainly used by the sales and marketing department to keep track of leads and potential leads as well as current and past client contacts. It helps improve the workflow in regards to financial management and customer service as well as other areas. With its vast variety of applications that are integrated, it helps keep everything organized.
- Customer Relationship Management
- Simple layout design
- Pricing - small businesses have smaller budgets
- Learning curve for users not familiar with it
December 09, 2019
Happy with Microsoft 365
Microsoft Dynamics 365 is used by our department or customer support team, we call it the Share point. My team members and I use this to share data which contains secured data and we do feel safe as the details are not compromised. The main issue of sharing critical data with the team is what has been addressed.
- Secured
- User friendly
- Customer-centric
- Lively
- Graphics could be improved.
August 30, 2019
Dynamics 365 Customer Engagement (CRM) Is the Hidden Flagship behind the Microsoft Power Platform
Dynamics 365 Customer Engagement (CRM) is used by Sales, Customer Service, Marketing, Purchasing, our Creative Labs, our Quality Control Labs, Shipping, and Regulatory. Besides the out-of-the-box functionality we use, typical customer relationship management, we also have built on top of its custom, line-of-business applications. Traditionally, this was called XRM, but now the proper term would be model-driven PowerApps. Without these tools, we could not function.
- 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.
- 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.
July 15, 2019
Dynamics 365 is the way to go
My organization is using Dynamics 365 Online (currently Version 9.1.0.5826 April 2019 release) in three small to mid-size projects delivering professional services for 3 large company clients. We have Customer Engagement licences that include Sales, Customer Service, Project Service, Field Service, Voice of the Customer Surveying, Retail, and a Portal. Along with delivering our professional services to customers on behalf of our clients, we utilize Dynamics 365 as a standalone XRM database to thoroughly and accurately record and house data.
While a spreadsheet can easily house data, the Dynamics 365 platform is streamlining data entry, ensuring projects and other record types move along a rigid process for consistency and predictability, and providing unrivaled data insights to making decision and ultimately serve our client better. We are currently using the Project Service Automation app to manage thousands of construction projects that are applying for grant and incentive money. We easily imported more than a million of the clients customers records from their database to be able to understand the customer base and better serve them for our client.
We will eventually take advantage of the Voice of the Customer Surveying Portal for external partner access, as well Field Service for scheduling field work.
- Provisioning and initial deployment are a breeze and completed within a day or less after receiving the licences.
- Customizations and configuring the database instances is extremely simple as long as changes and enhancements are implemented cautiously and with purpose.
- Integration with other Microsoft applications is one of the top selling points, such as Outlook for tracking email to Dynamics 35, data connections to Excel for refreshing data exports, PowerBI, Flow, & PowerApps
- Advanced Find querying is one of the easiest tools to quickly get and save data accessed regularly.
- The native Microsoft mobile tablet and phone app can be implemented with minimal extra work or configurations.
- Ability to 100% fully implement (and integrate with other Microsoft platforms) with no code whatsoever (100% no code SaaS!) saving time any money for quick deployments.
- The Dynamics 365 community is massive for forum support and user group networks.
- 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.
Microsoft Dynamics 365 is being implemented to clients aided through our consulting services. We have multiple clients using Microsoft Dynamics to focus data in Sales, Finance, and Marketing primarily. We are keen to migrate clients to the cloud, as the benefits of Microsoft Dynamics 365 in the cloud are greater than on-premise solutions. However, we consult in both areas.
- Having options for both cloud and on-premise solutions. Some clients, especially government contracts do not allow cloud-based solutions and must have on-premise. However, for most the cloud is the better option.
- Multiple versions, such as enterprise and business edition, are not completely dissimilar. As a user of the business edition, it was easy to pick up the enterprise edition. Both are available for clients that may require different scales of solutions.
- Microsoft's AI suite is among the best in the world and its integration with Microsoft Dynamics is very desirable for clients, and offers exciting advantages for sales.
- Customization is tricky with Microsoft Dynamics 365. Javascript is primarily used, and due to this most business edition users keep their solution as "out of the box" as possible to save time and cost.
- The out of the box interface is clunky, and those who do not want to customize the interface will lose time figuring out and navigating through the complex interface.
- To get the most out of Microsoft Dynamics 365, you need integrations with the rest of Microsoft's suite, which incurs more cost and can make it so you're putting all your "eggs in one basket".
February 09, 2019
A One Stop Shop for Data Management
Microsoft Dynamics is used across the company for the purpose of recruiting, managing applicants, completing onboarding and retaining up to date information on screening processes and candidate status. It allows for a seamless transition from applicant to new hire, and allows us to collect candidate information online to streamline the onboarding process.
- Microsoft Dynamics is extremely robust, allowing for customization to a degree that I haven't found in other products.
- The wide spread access enables employees from across the company to access the same up to date information constantly.
- I am able to have all my relevant work information in one consolidated system. I can access Microsoft Dynamics at any time, which gives me the freedom to complete work wherever I may be.
- The largely robust system can make for a tricky learning process. There are many things that can't be learned through training, just by time spent working in the system. This can make for a difficult transition for those who have never worked with the system.
- Microsoft Dynamics can be slow at times, due to how much data it contains. This is a minor inconvenience at best, but it can be frustrating.
January 17, 2019
HVAC Migrating to Microsoft Dynamics 365
Currently, the commercial commodity sales, residential commodity, and equipment sales side of our business are using the product. We're using it as two tenants integrating with our backbone ERP for real-time data.
It addresses the sales side of our organization and provides data on opportunities, in addition to prospect and customer communication.
It addresses the sales side of our organization and provides data on opportunities, in addition to prospect and customer communication.
- Opportunity sales funnel view at a glance.
- Task management for appointments, email tracking, and notes.
- Outbound email communication using ClickDimensions and reporting on those pushes.
- Web traffic data reporting.
- User display enhancements. Mainly aesthetics.
- Navigation control by security level.
- Greater control of the iPhone app.
December 28, 2018
My Microsoft Dynamics 365 Review
Microsoft Dynamics 365 is being used across the whole Americas Division in our organization by several departments. It's being used by our customer service, sales, and marketing departments. It addressed the issue we previously had with managing our customer service tickets. Prior to implementing Dynamics in our organization, we weren't able to track our tickets or even know how many tickets each rep dealt with on a daily, weekly, or monthly basis.
- Dynamics does a really good job integrating with other applications. Exchange for example-- within minutes (an admin account is required) you can integrate Dynamics with Exchange so the application can start sending out emails from any user or service/department mailbox to customers. Once Server Side Sync is set up, Dynamics can also start email ingestion without any issues. Other applications can be integrated into Dynamics this easily as well, Microsoft or not.
- Another thing that Dynamics does very well is case management. You can use Dynamics to manage every aspect of your customer service experience without any issues. Customer service reps can create cases automatically from emails, phone calls, or create them manually and communicate with the customers without leaving the application.
- Managing accounts is yet another thing Dynamics 365 does a really good job with. You can create custom account forms that have all the information you need for your accounts. You can also connect your accounts to contacts and stakeholders so it can be easily determined what account is associated with a specific email address or phone number.
- Dynamics 365 mobile app requires some improvements in my opinion. The overall performance of the app can be at times sluggish (even on Wi-Fi) and the updates that need to be downloaded when the app is opened are too frequent and take too long to download.
- With Dynamics 365 Online the back-end access is limited which makes simple tasks difficult to complete at times. With the online version, admins don’t have access to the SQL databases so finding out things such as storage allocation difficult since it requires creating a Microsoft Premier ticket, which in my opinion has room for improvement.
- The workflows in Dynamics 365 work in a way where only one can be run at a time, so if you have configured several of them to run, say to send out several emails, they will not run in parallel. The second one will have to wait for the first one to finish before it can be executed. I think that needs improvement since the application should be able to run several workflows at the same time.
December 19, 2018
Dynamics is NOT a time keeping tool you want
The PM group made the decision to go with Dynamics for timekeeping and didn't do user testing. There was a mild revolt. Dynamics seems to be very robust, but it's not designed as a timekeeping tool, so the one purpose it had for us it failed spectacularly. Not sure if it was a slick sales job or what, but it was a terrible move for us.
- It has lots of options.
- It's very colorful.
- It works well with IE.
- For us, a spreadsheet was preferable to enter time over Dynamics. To start, post login it took about 7 clicks to get to the time entry area, and once there it was configured badly for the average user. It doesn't default to grid view (like Outlook calendars) so you have to AGAIN click to get into a usable format.
- It has a horrible use of real estate on the screen. Taking up the whole screen but 2/3 is white space.
November 26, 2018
Nothing is Better then Dynamics, total ROI
Score 9 out of 10
Vetted Review
Verified User
We in our organization use Microsoft Dynamics as a primary CRM/ERP across the whole organization for drawing charts for deep data analysis. We use it for decision making. It allows us to access it from the web, PC and mobile devices simultaneously. We use it in our Finance, Field service Client Management and many more across each and every department.
- Everything in one place such as Sales, Marketing, Finance, Field service, Customer Service, Operations and the automation which is not available in other products that are in the market right now.
- Most likable thing is customer support of Dynamics which I didn't see any other ERP or CRM team provide.
- It looks and feels kinda mashup of Microsoft Word, Outlook, Excel, etc then it's a bit difficult to use it with ease at the start.
- The knowledge curve for the first time Microsoft product user is a little slower and challenging for the first time for the user who is not familiar with other Microsoft products
- Calculated metrics such as Key Performance Indicators, ratios, etc.. are not as simple as I'd like within the tool Can be done. I don't like to use codes and scripts much.
September 11, 2018
Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) as the best adaptable business management solutions
I use this product across the whole organization to monitor system activity of users in Dynamics 365. This includes understanding which users are creating records and how many records they are creating. This also includes the same information on deleting, updating, and reading of records.
- Field service module offers project management functionality through scheduling, routing, and work orders, as well as contract management, inventory, and return capabilities.
- Project service modules can offer improved productivity. With tools for project planning, resource scheduling, time and expense management, and service analytics, businesses can work smarter and gain better insight into their performance.
- The customer service module provides tools to help companies manage the support and retention phase of the customer lifecycle.
- Ability to copy records is missing for most entities.
- Administrative management of user created/changed settings, views, charts and dashboards is missing.
August 24, 2018
Helps me with my sales daily
The department I work with is Geographical Systems, and we produce maps and planning projections for the future. This department uses the software when other firms needs a thematic map or a heat map and we have the opportunity to schedule the work and prepare the product, even program the reviews of the products before I deliver the final result. With this software I could send emails, prepare meetings and add some important notes from calls and communications with the customers. These communications helps me to improve my work every day in order be more efficient on the sales.
- Is very flexible with the use of a very large database.
- Integration with other products of Microsoft.
- I can customize apps from a third party.
- Is a very slow software to work with.
- The learning curve is very steep to learn the software functionality.
- The customize software is very difficult and needs a IT expert to do it.
August 07, 2018
Well, it's not Salesforce. Hopefully it's less expensive.
Microsoft Dynamics is the CRM we currently use at our business. It was the CRM that was in place when I joined the company, and it will likely be the CRM we will use for some time. We use it to track our sales pipelines and our existing customers. The primary business problem it solves it that it tracks information independently from the employee, so important information isn't lost when someone leaves.
- The interface is relatively easy to navigate.
- For the most part, it can be customized and becomes as helpful as you want to put time into making it.
- The program is reliable and seems to be always available.
- The sign in process is a complete mess.
- The "save" button is in the worst possible place on the screen, all alone in the bottom right corner.
- There are much fewer third party programs that are built to integrate with Dynamics when compared to Salesforce.
June 13, 2018
Microsoft Dynamics 365 Review
Currently, we are using Microsoft Dynamics 365 in multiple departments, but not across our organization. We use it to track incoming client requests - from support to implementations. It allows those who are client-facing to be on one uniform application and to work more efficiently. We also use Dynamics to track KPI and SLA, amongst other metrics.
- Everything is in the cloud which is great for our company as we have a lot of remote workers as well as travel.
- Certain solutions allow us to take a quick look at data.
- Business automation for certain workflows is helpful.
- Very cumbersome to implement... a lot of options. Time-consuming.
- Learning how to get data is not always intuitive. There are a lot (hundreds) of options that I never use to gather data and metrics, instead, it's just overwhelming.
- The amount of customization available is both a blessing and a curse. The more customization, the more it seems to lag.
May 23, 2018
Dynamics 365 for Sales
Our MS Dynamics 365 system is used by our Sales and Marketing department, as well as by senior leadership. We primarily use this system to manage our sales process, drive and report new revenue, and as a database for our lead generation and lead nurturing efforts.
- The system is easy to customize to the meet business needs. The Dynamics 365 allows for setting up automated workflows, forms to capture additional data points, alerts, business processes, etc. all from within the UI, without the need for custom development.
- MS Dynamics 365 has native integration with other Microsoft products (Excel, Word, Outlook, etc.) which makes the system generally user-friendly as many users are familiar with Microsoft's product suite.
- Customer support in system updates could be much better. The latest major system update our organization implemented resulted in many complications that took a long time to resolve.
- The system could be better in scalability as it is often tedious for the user to make mass changes through the Dynamics 365 UI.
February 09, 2018
MS Dynamics (online) review
We used MS Dynamics as a customized CRM system on various campaigns depending on client preferences. Only alternative was Salesforce. Dynamics helped us to keep the whole chain of sales executives up to date on what is happening with a specific account, as we are a global organisation, and multiple executives from multiple regions have to work on the same account, additionally the client's team has to have access to the records as well.
- overview of previous outreaches to a specific account
- customization of design and data transfer to the next level of the sales process, making easy for the next person to take over
- clean user interface, not overwhelming amount of information on one page
- quicker and more user friendly than competing products (based on my opinion and xp)
- it can be heavy for older machines, which is problematic for businesses which do not need the latest hardware; running in the background it could slow down other processes
- like every other SaaS solution it crashes from time to time, it has to be more clear why, so people can address the problem to the IT dep responsible for the support
- often there is a redundancy of needed information so many things have to be filled out twice until you cane save the activity