Overall Satisfaction with Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM)
I use this product across the whole organization to monitor system activity of users in Dynamics 365. This includes understanding which users are creating records and how many records they are creating. This also includes the same information on deleting, updating, and reading of records.
- Field service module offers project management functionality through scheduling, routing, and work orders, as well as contract management, inventory, and return capabilities.
- Project service modules can offer improved productivity. With tools for project planning, resource scheduling, time and expense management, and service analytics, businesses can work smarter and gain better insight into their performance.
- The customer service module provides tools to help companies manage the support and retention phase of the customer lifecycle.
- Ability to copy records is missing for most entities.
- Administrative management of user created/changed settings, views, charts and dashboards is missing.
- For most businesses is protecting their sales and customer data – understanding the sales numbers and customer relationships that contribute to business revenue is critical for developing productive business strategies.
- The most successful businesses are already reaping the rewards by expanding on flexible cloud platforms and meeting customer demands in real-time by collecting comprehensive data, intelligently analyzing results and responding with sophisticated automation software.
- This product has helped to Unify business, and boost efficiency with automated tasks and workflows—all integrated within familiar Office tools like Outlook, Word, and Excel.