Microsoft Dynamics 365 provides a better ROI!
March 06, 2025

Microsoft Dynamics 365 provides a better ROI!

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

Software Version

Online

Overall Satisfaction with Microsoft Dynamics 365

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.
  • Quantifiable ROI has been upwards of 125%
  • Real-time insights have provided business outcomes and automated processes for our organization.
  • Improved Financial Performance overall
Microsoft Dynamics 365 does the job as well as any other CRM tool we have used and has provided us with a better ROI than any other tools we have used previously. The tool has been easier to implement with our Sales Team than any previous tools we have used. Pound for pound it's performance beats all the others we have used.
We have used Salesforce and a homegrown CRM in the past. Neither gave us as seamless an implementation as Microsoft Dynamics 365 has done. We prefer Microsoft Dynamics 365 features that seems better fit for our enterprise growth than does Salesforce. We've also found that our Sales Team does a better job maintaining Customer records, activities and opportunities than any other CRM tool we have used.

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?

I wasn't involved with the selection/purchase process

Did implementation of Microsoft Dynamics 365 go as expected?

Yes

Would you buy Microsoft Dynamics 365 again?

Yes

As a CRM tool Microsoft Dynamics 365 does a better job in allowing us to maintain and track our customer's activities and opportunities better than most other CRM tools. We have used Salesforce in the past and are much happier with Microsoft Dynamics 365. Where Microsoft Dynamics 365 falters is with it's integration with our systems. There are some records that we have had issues with integrating with our system. We have to duplicate replication to get it to integrate.

Microsoft Dynamics 365 Feature Ratings

7.9
Customer data management / contact management
7
Workflow management
7
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
8
Quote & order management
8
Interaction tracking
8
Channel / partner relationship management
8
8.0
Case management
8
Call center management
8
Help desk management
8
9.0
Lead management
9
Email marketing
9
8.3
Task management
9
Billing and invoicing management
8
Reporting
8
8.3
Forecasting
8
Pipeline visualization
9
Customizable reports
8
7.8
Custom fields
8
Custom objects
8
Scripting environment
7
API for custom integration
8
9.0
Role-based user permissions
9
Single sign-on capability
9
9.0
Social data
9
Social engagement
9
6.0
Marketing automation
6
6.0
Mobile access
6

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