Dynamics 365 is a must!
August 17, 2018

Dynamics 365 is a must!

Brian Kedash | TrustRadius Reviewer
Score 8 out of 10
Vetted Review

Software Version

On-Premise

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

At my company, we use MS Dynamics 365 for a myriad of different applications and offerings. We use it to maintain a current list of contact information for current customers, as well as new leads and prospects who come in through our various business development programs. We also use it to process orders and generate quotes, using custom tools.
  • Database
  • Integration with Outlook
  • Integration with ClickDimensions
  • Integration with social media
  • Ease of use
  • User friendliness
  • Customization
  • If we lost our data, we would potentially go under
  • Dynamics has provided us with a database of prospects
  • Definitely worth the spend
The two are pretty similar platforms in that they're a CRM platform for storing customer data and using it to populate other forms and what not. I know the differences between the two are pretty small, and believe Salesforce offers basically the same functionality. We use it because we're able to host it on-prem.
Dynamics CRM is very well suited for storing and keeping current thousands upon thousands of customer and prospect records for contact information. We track our communications in CRM, and create quotes where the contact information is automatically populated by CRM. We also use this to generate statements of work through the document generation platform Intelledox.

Microsoft Dynamics 365 Feature Ratings

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