Nothing is Better then Dynamics, total ROI
Nagish Khan | TrustRadius Reviewer
November 26, 2018

Nothing is Better then Dynamics, total ROI

Score 9 out of 10
Vetted Review
Verified User
Review Source

Software Version

Online

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

We in our organization use Microsoft Dynamics as a primary CRM/ERP across the whole organization for drawing charts for deep data analysis. We use it for decision making. It allows us to access it from the web, PC and mobile devices simultaneously. We use it in our Finance, Field service Client Management and many more across each and every department.
  • Everything in one place such as Sales, Marketing, Finance, Field service, Customer Service, Operations and the automation which is not available in other products that are in the market right now.
  • Most likable thing is customer support of Dynamics which I didn't see any other ERP or CRM team provide.
  • It looks and feels kinda mashup of Microsoft Word, Outlook, Excel, etc then it's a bit difficult to use it with ease at the start.
  • The knowledge curve for the first time Microsoft product user is a little slower and challenging for the first time for the user who is not familiar with other Microsoft products
  • Calculated metrics such as Key Performance Indicators, ratios, etc.. are not as simple as I'd like within the tool Can be done. I don't like to use codes and scripts much.
  • Improved efficiency by integrating reporting through for account managers for analysis
  • Improved targeting
  • Improved customer service by providing better information within reach
Microsoft Dynamics works the same way the businesses works, if it comes to management it draws charts when needed, it provides accurate data to deeply analyze it and filters makes it easier to get the exact data that we want. It also provides more services at a very reasonable cost which Salesforce doesn't. Integration with Office 360, Sharepoint and Office Online which is the coolest part. The deployment was much easy as the cost of license and deployment was very low from any other competitor of Dynamics in the market. So it was a great experience to get familiar with Microsoft Dynamics and use it instead of using five to ten different apps to manage the same task. I will suggest everyone who is searching for the best CRM/ERP because nothing is better then Dynamics. I am very happy with the overall experience of Dynamics.

There are no such scenarios to not to use Microsoft Dynamics because it is a complete package and there is not any other application on the market which gives that many features which can be used in each and every scenario. I will be a little biased here because I love Microsoft Dynamics and use it everywhere.

Microsoft Dynamics 365 Feature Ratings

Customer data management / contact management
8
Workflow management
10
Territory management
9
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
9
Interaction tracking
10
Channel / partner relationship management
Not Rated
Case management
Not Rated
Call center management
9
Help desk management
Not Rated
Lead management
10
Email marketing
9
Task management
10
Billing and invoicing management
8
Reporting
8
Forecasting
Not Rated
Pipeline visualization
9
Customizable reports
9
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
9
Role-based user permissions
10
Single sign-on capability
10
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
10
Compensation management
Not Rated
Mobile access
10