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Microsoft Dynamics 365 is your solution in using CRM.
March 14, 2023

Microsoft Dynamics 365 is your solution in using CRM.

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

On-Premise

Overall Satisfaction with Microsoft Dynamics 365

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.
  • It saved a lot of time and cost which was impacted when we moved to Dynamics 365.
  • It adds value as employees has more space to develop their skills with the less workload they have.
Interfaces are better, faster in work and more secured. Cost of product is much better with Microsoft Dynamics 365. Moreover Microsoft Dynamics 365 works hard on its updates and tries its best from what I have seen to make a better available product for usage by companies and individuals every where.

Do you think Microsoft Dynamics 365 delivers good value for the price?

Yes

Are you happy with Microsoft Dynamics 365's feature set?

Yes

Did Microsoft Dynamics 365 live up to sales and marketing promises?

Yes

Did implementation of Microsoft Dynamics 365 go as expected?

Yes

Would you buy Microsoft Dynamics 365 again?

Yes

Its a moderate platform. People would love working on it. Updates are great, fast and it is reliable. Never faced a crash when I was using it.
Support requires some attention and training on how to handle issues with customers and how to answer their questions therefore you might face an instance where they are not really very supportive and they tell you what you already know about your issue.

This happened a couple of times which was not a good way.
Microsoft is a great company that every person is happy to work on its application/platform unlike others like Oracle which is not very flexible and does not allow you for much progress in your application therefore you cannot do many changes and updates. In the same time Oracle is a great company yet its very expensive to buy their product.

Microsoft Dynamics 365 Feature Ratings

7.7
Customer data management / contact management
9
Workflow management
7
Territory management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
8
Quote & order management
8
Interaction tracking
7
Channel / partner relationship management
7
7.0
Case management
8
Call center management
8
Help desk management
5
7.5
Lead management
8
Email marketing
7
7.3
Task management
7
Billing and invoicing management
7
Reporting
8
8.7
Forecasting
9
Pipeline visualization
9
Customizable reports
8
7.5
Custom fields
8
Custom objects
8
Scripting environment
8
API for custom integration
6
7.5
Role-based user permissions
7
Single sign-on capability
8
7.5
Social data
8
Social engagement
7
7.0
Marketing automation
7
Compensation management
7
8.0
Mobile access
8

Using Microsoft Dynamics 365

400 - Almost most departments uses it from Sales, marketing, procurement, finance, administration.
10 - People who work in the support Information and technical department does the support and coordinate any issues.
  • CRM
  • Inventory
  • Finance.
  • Analytics which was really great.
  • Connect with our global branches and offices.
Its good, people love it, it provides the requirement. So far it is doing a great job.

Evaluating Microsoft Dynamics 365 and Competitors

Yes - It replaced ERP oracle based systems as we were not very much happy with the performance and it is very heavy on our systems and it was not easy to make many changes from time to time or reports while Microsoft Dynamics was a very good choice indeed.
  • Price
  • Product Features
  • Product Usability
  • Product Reputation
Price is really great, product features are incredible, everybody knows the platform and works on it and the updates are great indeed.
I would not change. I will stick to Microsoft Dynamics 365 for my business and recommend it to others for sure.

Microsoft Dynamics 365 Support

ProsCons
No escalation required
Support cares about my success
Slow Resolution
Not kept informed
Need to explain problems multiple times
Slow Initial Response
I did not buy we were working on moving forward with this. So far we might decide to proceed with it.
Accessing it through my mobile is great and it made the difference. This is indeed an advantage.