A One Stop Shop for Data Management
February 09, 2019

A One Stop Shop for Data Management

Madelin Jaen | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Online

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

Microsoft Dynamics is used across the company for the purpose of recruiting, managing applicants, completing onboarding and retaining up to date information on screening processes and candidate status. It allows for a seamless transition from applicant to new hire, and allows us to collect candidate information online to streamline the onboarding process.
  • Microsoft Dynamics is extremely robust, allowing for customization to a degree that I haven't found in other products.
  • The wide spread access enables employees from across the company to access the same up to date information constantly.
  • I am able to have all my relevant work information in one consolidated system. I can access Microsoft Dynamics at any time, which gives me the freedom to complete work wherever I may be.
  • The largely robust system can make for a tricky learning process. There are many things that can't be learned through training, just by time spent working in the system. This can make for a difficult transition for those who have never worked with the system.
  • Microsoft Dynamics can be slow at times, due to how much data it contains. This is a minor inconvenience at best, but it can be frustrating.
  • I would be unable to be as effective without the capabilities of this system. While it can be slow due to such a large quantity of users and data, it allows me to run the branch effectively.
  • I have also had a few complaints from new employees who were struggling to adapt to using the system. It took several weeks for them to feel comfortable navigating the system.
I previously have used several systems that together did what Microsoft Dynamics does alone. At a previous company I used an applicant tracking system, HR management system, and we had digital files for each employee. At my current position, all these capabilities are available in one place, which is the most effective use of my time.
Microsoft Dynamics works best for large organizations that require a system to handle a lot of data input and collection. If you have a large number of employees that need consistent access to the same information, this is a good fit. I find it especially useful in onboarding and screening potential applicants. It would not be as well suited to smaller companies with minimal data management or low hiring standards.

Microsoft Dynamics 365 Feature Ratings

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