HVAC Migrating to Microsoft Dynamics 365
Felix Tapia | TrustRadius Reviewer
January 17, 2019

HVAC Migrating to Microsoft Dynamics 365

Score 10 out of 10
Vetted Review
Verified User
Review Source

Software Version

Online

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

Currently, the commercial commodity sales, residential commodity, and equipment sales side of our business are using the product. We're using it as two tenants integrating with our backbone ERP for real-time data.

It addresses the sales side of our organization and provides data on opportunities, in addition to prospect and customer communication.
  • Opportunity sales funnel view at a glance.
  • Task management for appointments, email tracking, and notes.
  • Outbound email communication using ClickDimensions and reporting on those pushes.
  • Web traffic data reporting.
  • User display enhancements. Mainly aesthetics.
  • Navigation control by security level.
  • Greater control of the iPhone app.
  • The reporting feature has allowed our sales team to be proactive in anticipating customer's needs. Our team, during the winter season, can see which of their accounts have not ordered in two weeks and can be proactive in reaching out to them to place heating oil orders.
  • The reporting feature also allows a view for seeing which customers have outstanding invoices and the salesperson can work in tandem with accounting to collect and track all interactions.
  • Our sales team can see which of their opportunities are lapsed and work proactively to close and or document loss appropriately. This increased close ratio and allows the marketing team to assist with timed email push reminders.
Our decision was driven by the familiarity of Microsoft products to the end users. We were an Outlook Exchange server based company, which has recently migrated to Office 365. The integration of Dynamics to Outlook is ideal and provides ease of use for the end user.

We were using ACT! 2013 and the product was failing and reaching its end of life.
Allows for Microsoft Dynamics 365 to be the HUB for your business and provides a birds-eye view of staff.

Our sales team can find resources within Microsoft Dynamics such as brochures, literature, and templates and use them accordingly.

Our team can also view if their contact has acted upon an email sent, i.e. opened, clicked or completed a form.

Leads from external sources such as trade-shows and web-forms can be transferred and acted upon correctly.

Microsoft Dynamics 365 Feature Ratings

Customer data management / contact management
10
Workflow management
9
Territory management
9
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
9
Quote & order management
7
Interaction tracking
10
Channel / partner relationship management
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
10
Email marketing
10
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
Forecasting
Not Rated
Pipeline visualization
10
Customizable reports
Not Rated
Custom fields
10
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
10
Role-based user permissions
8
Single sign-on capability
Not Rated
Social data
Not Rated
Social engagement
8
Marketing automation
10
Compensation management
Not Rated
Mobile access
9