Fantastic Multi-functional Platform
March 05, 2025

Fantastic Multi-functional Platform

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

Software Version

On-Premise

Overall Satisfaction with Microsoft Dynamics 365

we used Microsoft Dynamics 365 to eliminate some of our antiquated processes and integrate many of the steps into one system. We used it both as a sales platform and a customer service platform. It moved us forward and streamlined a lot of the steps that our different departments used, putting them in one system.

Pros

  • Customer Relations Managment
  • Finance
  • Sales Platform

Cons

  • better systems training
  • we saw an increase in customer service response
  • able to more effectively track inventory at our warehouse
  • payment collection and tracking was improved
the initial launch was rough, but after getting additional user training and integration across various departments, we were able to introduce different phases of the platform to our users. This slow and steady approach helped with usability and user adoption. Implementation would be a step that should be reviewed next time.
Overall the usability and multi-functionality of Microsoft Dynamics 365 is really what stood out to our leadership team and board. We were able to eliminate the need for multiple platforms and integrate a lot of our processes into one single platform. The idea is we can continue to roll out additional pieces as we evolve our company.

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?

No

Would you buy Microsoft Dynamics 365 again?

Yes

this was a fantastic option for our small/mid-sized company to eliminate the usage of multiple platforms and consolidate them to one software. It allowed us to integrate and use more automation between our various teams and eliminate manual and outdated processes that had been used for years.

Microsoft Dynamics 365 Feature Ratings

8.8
Customer data management / contact management
10
Workflow management
10
Territory management
5
Opportunity management
5
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
10
Interaction tracking
Not Rated
Channel / partner relationship management
10
10.0
Case management
10
Call center management
Not Rated
Help desk management
10
10.0
Lead management
10
Email marketing
10
10.0
Task management
10
Billing and invoicing management
10
Reporting
10
9.7
Forecasting
10
Pipeline visualization
10
Customizable reports
9
9.0
Custom fields
8
Custom objects
10
Scripting environment
9
API for custom integration
9
10.0
Role-based user permissions
10
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
8.5
Marketing automation
10
Compensation management
7
Not Rated
Mobile access
Not Rated

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