Microsoft Dynamics 365 - CRM/FinOps
March 06, 2025

Microsoft Dynamics 365 - CRM/FinOps

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Online

Overall Satisfaction with Microsoft Dynamics 365

We are currently using Microsoft Dynamics 365 for our CRM Customer Relationship Management system for approx 5M records. We also migrated from the original HR module and are now using the Finance and Operations FinOps product for Human Recourses (staff records, booking leave, sickness records etc). We have also made use of PowerApps using a canvas app for recording time.

Pros

  • Integration with other Microsoft products e.g. PowerBi/Data Warehousing
  • Integration with Marketing, HR, Finance, 3rd party systems such as telephony

Cons

  • For FinOps the promoting of environments is quite complex
  • The pricing model, particularly around storage costs
  • Integration with existing MS products has streamlined operations
  • Reporting has allowed for improved insights
The product is fairly easy to use as an end user, it follows a familiar theme from the MS products suite and so only a small amount of training should be required. However, administration can be complex in some areas, particularly release management, licensing and extracting data. The product is overall, very flexible.

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

No

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?

I wasn't involved with the implementation phase

Would you buy Microsoft Dynamics 365 again?

Yes

Microsoft Dynamics 365 is a sold product, with excellent integration for both Microsoft products, but also external 3rd party applications. The CRM solution is very flexible and suitable for a any industry or sector as it is able to manage end to end processes for customer relations from healthcare to financial services.

Microsoft Dynamics 365 Feature Ratings

8.2
Customer data management / contact management
7
Workflow management
8
Territory management
7
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
7
Interaction tracking
9
Channel / partner relationship management
9
7.7
Case management
8
Call center management
7
Help desk management
8
7.0
Lead management
7
Email marketing
7
7.0
Task management
7
Billing and invoicing management
7
Reporting
7
7.0
Forecasting
7
Pipeline visualization
7
Customizable reports
7
7.0
Custom fields
7
Custom objects
7
Scripting environment
7
API for custom integration
Not Rated
10.0
Role-based user permissions
10
Single sign-on capability
10
5.0
Social data
5
Social engagement
5
8.0
Marketing automation
9
Compensation management
7
5.0
Mobile access
5

Comments

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