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Dynamics 365 for Sales
May 23, 2018

Dynamics 365 for Sales

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

Software Version

Online

Overall Satisfaction with Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM)

Our MS Dynamics 365 system is used by our Sales and Marketing department, as well as by senior leadership. We primarily use this system to manage our sales process, drive and report new revenue, and as a database for our lead generation and lead nurturing efforts.
  • The system is easy to customize to the meet business needs. The Dynamics 365 allows for setting up automated workflows, forms to capture additional data points, alerts, business processes, etc. all from within the UI, without the need for custom development.
  • MS Dynamics 365 has native integration with other Microsoft products (Excel, Word, Outlook, etc.) which makes the system generally user-friendly as many users are familiar with Microsoft's product suite.
  • Customer support in system updates could be much better. The latest major system update our organization implemented resulted in many complications that took a long time to resolve.
  • The system could be better in scalability as it is often tedious for the user to make mass changes through the Dynamics 365 UI.
  • Great results in tracking and managing our Sales Pipeline
  • Ability to manage our lead records and ensure proactive reach out to our potential clients
I was not part of the decision making process.
If your organization is already using other Microsoft products, has many customization needs, and has a limited user base, Dynamics 365 might be a great fit. If your organization will be able to get by with Out-Of-The-Box functionality of other CRM systems and is using non-Microsoft products, another more cost-effective CRM might be a better choice. If you want a large scale, full-fledged CRM platform for a large number of end users you might want to look into Salesforce.

Microsoft Dynamics 365 Feature Ratings

6.7
Customer data management / contact management
7
Workflow management
9
Territory management
7
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
2
Quote & order management
6
Interaction tracking
7
Channel / partner relationship management
7
7.0
Case management
8
Call center management
6
Help desk management
7
4.5
Lead management
6
Email marketing
3
6.7
Task management
7
Billing and invoicing management
6
Reporting
7
7.0
Pipeline visualization
7
Customizable reports
7
8.0
Custom fields
9
Custom objects
9
Scripting environment
7
API for custom integration
7
9.0
Role-based user permissions
9
Single sign-on capability
9
4.0
Social data
4
Social engagement
4
7.5
Marketing automation
8
Compensation management
7
6.0
Mobile access
6