Item: Microsoft Dynamics 365
Rating: 10
Author: Felix Tapia

Use Cases and Deployment Scope

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.

Pros and Cons

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.

Return on Investment

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.

Alternatives Considered

Swiftpage ACT!, Salesfusion and Salesforce.com

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.

Other Software Used

Adobe Photoshop, Microsoft Office 365, Adobe Acrobat DC

Likelihood to Recommend

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.

HVAC Migrating to Microsoft Dynamics 365

Software Version

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