CRM - a great product!
December 04, 2018

CRM - a great product!

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Online

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

Microsoft Dynamics 365 is used across my department and has been for the last few years. We use the CRM tools to help us manage customer relationships and we use the ERP function to help us to help automate some of the back office functions we use in our research roles.
  • Very easy interface
  • Great customer service
  • I think that sometimes the displays are a bit hard to sift through
  • Microsoft Dynamics has made it incredibly easy to reach my customers
  • Obviously communication and lead tracking has improved my sales
  • Overall improved our business as well as overall customer satisfaction
To be honest, I didn't participate much in the evaluation and have nothing but good things to say about Microsoft Dynamics. I know that price point, general ease of use, reputation in the industry, and technical capabilities were all quite good though, which lead us to ultimately choose to implement this tools.
Microsoft Dynamics is super helpful in terms of how I conduct my business day to day. I am constantly interfacing with customers in my role of account management and it is important to have proper technology to help me do this as seamlessly and efficiently as possible. It is easy to use and the interface is pretty straight forward when you're used to it.

Microsoft Dynamics 365 Feature Ratings

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