Item: Microsoft Dynamics 365
Rating: 8
Author: Verified User

Overall Satisfaction with Microsoft Dynamics 365

Use Cases and Deployment Scope

Microsoft Dynamics 365 is our main CRM that we have been using for a long time, what I really like about this CRM is the fact that it gives a complete visibility of all the required information for example: Purchase History, Invoice History, Active Opportunities, Remaining Credit Limit and many more things. It gets integrated to our Citrix environment perfectly, providing a secure and hassle-free experience. It shows some of the finest details about the customer that is available. I enjoy working on Microsoft Dynamics 365 because most of my applications are window based so it provides an overall amazing productive environment. Overall, it's a good experince till now.

Pros and Cons

Pros

Amount of details we can put in it
It creates a profile for every customer that we have and creates a portfolio for each customer
Provides overall visiblity for each account without going into depth of it

Cons

The user interface is not friendly, it can be improved
Since the UI needs improvement, it can be tricky to learn it initially
Sometimes it crashes and freezes, although it gets fixed quickly

Return on Investment

Microsoft Dynamics 365 is being used in our organization from a long time, we have tried other CRM during the last couple of years but none proved to be as efficient as Microsoft Dynamics 365

Usability

The reason for this rating is because, Microsoft Dynamics 365 is an amazing CRM considering the nature of our organization's business and our job roles. As a sales individual, it provides a complete visibility of current funnel, closed deal, active deals and invoiced customer, all those aspects are really important for me and my teammates. Everyone from my team and our company shared the same opinion about Microsoft Dynamics 365.

Alternatives Considered

Zoho Books and QuickBooks Commerce

I have tried Zoho Books and QuickBooks CRM as well. However, there quiet a few things that were missing from them. Both the CRM were good when it comes to creating the quotes. However, none of them provides the visibility like Microsoft Dynamics 365. Additionally, it was a bit complex to manage leads and funnel. They didn't provide the option to share the life pipeline with the my manager. Overall, the other CRM were fine but they just lagged the features as compared to Microsoft Dynamics 365

Key Insights

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?

I wasn't involved with the implementation phase

Would you buy Microsoft Dynamics 365 again?

Yes

Other Software Used

Microsoft Teams, Microsoft 365, think-cell

Likelihood to Recommend

I am working as an Account Manager, for me it is really important to check the account health and other necessary details before prospecting a customer for a new opportunity. Microsoft Dynamics 365 provides me a good visibility of a customer's account, saving me alot of time. I can rely on Microsoft Dynamics 365 to manage my sales pipeline and since my manager have the visiblity of my funnel. I don't have to update him every week for the update, Microsoft Dynamics 365 does that for me.

Microsoft Dynamics 365 Feature Ratings

Comments

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