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MS Dynamics 365 ease of use
Updated April 29, 2021

MS Dynamics 365 ease of use

Anonymous | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User

Software Version

Other

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

Microsoft Dynamics 365 is used through our entire company mainly as a CRM system to track customers, orders and keep information stored.
  • Marketing tracking.
  • Operations management.
  • Financial management.
  • Making things a bit more simple on the interface
  • It keeps our customer's data safe and it helps with sales via marketing email blast
  • It is positive for our forecasting
  • No negative impact
Microfost Dynamics 365 is much easier and much less expensive than most of its competitors. It is a very light software and it has a big range of functions that will help any organization with their daily financial operations, marketing, sales, forecasting and so on. It is a great tool and it's easy to use.
Microsoft Dynamics 365 is a good CRM system. We use it to track financials and also do operations of our company with it. We do use it for marketing as well, but I do not think it is the best tool. It is great for keeping your customers info and details.

Microsoft Dynamics 365 Feature Ratings

10.0
Customer data management / contact management
10
Workflow management
10
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
10
Channel / partner relationship management
10
10.0
Case management
10
Call center management
10
Help desk management
10
7.5
Lead management
10
Email marketing
5
10.0
Task management
10
Billing and invoicing management
10
Reporting
10
10.0
Forecasting
10
Pipeline visualization
10
Customizable reports
10
5.0
Custom fields
5
Custom objects
5
Scripting environment
5
API for custom integration
5
10.0
Role-based user permissions
10
Single sign-on capability
10
10.0
Social data
10
Social engagement
10
10.0
Marketing automation
10
Compensation management
10
5.0
Mobile access
5