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Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) as the best adaptable business management solutions
September 11, 2018

Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) as the best adaptable business management solutions

Johnn Karanja | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Online

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.
In my daily work with projects are very well suited scenario for the best functions of MS Dynamics 365, because I can schedule the project, program meetings to ensure the goals of the project and the advance at the schedule time of execution. Add notes according to the agreements reached with the customer. And keeping track of the project with programmed emails and sales campaigns. The less appropriate scenario I can't find one right now, all you can do is adapt the way of work to the software

Microsoft Dynamics 365 Feature Ratings

8.4
Customer data management / contact management
8
Workflow management
8
Territory management
8
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
9
Quote & order management
7
Interaction tracking
9
Channel / partner relationship management
9
9.0
Case management
10
Call center management
8
Help desk management
9
8.5
Lead management
8
Email marketing
9
9.0
Task management
9
Billing and invoicing management
9
Reporting
9
9.7
Forecasting
9
Pipeline visualization
10
Customizable reports
10
9.0
Custom fields
10
Custom objects
9
Scripting environment
9
API for custom integration
8
8.0
Role-based user permissions
9
Single sign-on capability
7
9.5
Social data
9
Social engagement
10
9.0
Marketing automation
10
Compensation management
8
9.0
Mobile access
9