Well, it's not Salesforce. Hopefully it's less expensive.
August 07, 2018

Well, it's not Salesforce. Hopefully it's less expensive.

Layne Latham | TrustRadius Reviewer
Score 4 out of 10
Vetted Review
Verified User

Software Version

Online

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

Microsoft Dynamics is the CRM we currently use at our business. It was the CRM that was in place when I joined the company, and it will likely be the CRM we will use for some time. We use it to track our sales pipelines and our existing customers. The primary business problem it solves it that it tracks information independently from the employee, so important information isn't lost when someone leaves.

Pros

  • The interface is relatively easy to navigate.
  • For the most part, it can be customized and becomes as helpful as you want to put time into making it.
  • The program is reliable and seems to be always available.

Cons

  • The sign in process is a complete mess.
  • The "save" button is in the worst possible place on the screen, all alone in the bottom right corner.
  • There are much fewer third party programs that are built to integrate with Dynamics when compared to Salesforce.
  • Dynamics has helped the sales team manage opportunities consistently across the team.
  • Using Dynamics has limited our options for third party services that just aren't built to work with them. For the services that we do use that tie to Dynamics, it's obvious that we are one of their very few customers that are using Dynamics, which means we have more issues to deal with.
While it might be better than Sugar (probably not), it's definitely not as useful as Salesforce.
That said, CRMs are primarily what the company makes of them, and if the company is willing to invest in building out processes and integrations with other systems, Dynamics could be a great tool.
I can only imagine that it is less expensive than Salesforce, or that it's too difficult to transition to another CRM, as I can't believe we still use it.
It's better than not having a CRM, and I'm sure there are worse programs, but if I were a new buyer choosing between Salesforce and Microsoft Dynamics, and the pricing was even remotely similar, I'd be buying Salesforce.

Microsoft Dynamics 365 Feature Ratings

6.3
Customer data management / contact management
6
Workflow management
6
Territory management
7
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
6
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
5
Channel / partner relationship management
Not Rated
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
3.5
Lead management
4
Email marketing
3
4.5
Task management
4
Billing and invoicing management
Not Rated
Reporting
5
5.0
Forecasting
5
Pipeline visualization
6
Customizable reports
4
7.0
Custom fields
7
Custom objects
7
Scripting environment
Not Rated
API for custom integration
Not Rated
6.0
Role-based user permissions
6
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
1.0
Marketing automation
1
Compensation management
Not Rated
2.0
Mobile access
2

Comments

More Reviews of Microsoft Dynamics 365

  1. Home
  2. Customer Relationship Management (CRM) Software
  3. Microsoft Dynamics 365 Reviews
  4. User Review of Microsoft Dynamics 365