1. Home
  2. Customer Relationship Management (CRM) Software
  3. Microsoft Dynamics 365 Reviews
  4. User Review of Microsoft Dynamics 365
Dynamics 365 drives almost everything we do for/with our customers.
May 15, 2019

Dynamics 365 drives almost everything we do for/with our customers.

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

Software Version

On-Premise

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

Dynamics 365 is being used to manage our direct customer base as well as that of our wholesalers and resellers globally. It is what drives sales, service, support, invoicing, and reporting, as well as wholesale/resale web portals and customer web portals. Dynamics 365 is at the center of our business and drives the delivery, management, and support of our product to our customers.
  • Works out of the box.
  • Supports a wide variety of customization to support any business.
  • Easy to customize and integrate.
  • Reliable performance that does not require a lot of IT resources even with an on-premise deployment.
  • On-premise versus online deployment options.
  • Internet-facing deployment is available.
  • Strong ecosystem of apps and support.
  • Reporting: built-in reports are not user-friendly. We do our reporting from Power BI to give us that flexibility.
  • Email: does not thread email conversations.
  • Email editors/text editors are weak and don't allow for the rich text editing supported by most email clients.
  • It makes what we do possible without a team five times our size.
  • At the center of our sales and service automation.
  • Core to our customer self-service capabilities.
A combination of factors drove the choice to CRM system that included:
1. On-premise option
2. Security model
3. Customizability
4. Ability to integrate with existing systems
5. Supported by our current IT infrastructure
6. Supported by our back-office development team
7. Ease of transition from existing systems.
8. Future support for new initiatives

Dynamics 365 fits the requirement more closely than competitors.
Dynamics 365 is well suited for all customer-centric businesses where an XRM system is needed whether it's small or extra-large. It is capable of handling your sales, customer service, support, field service, etc. Essentially all of your customer management will be in one place with a little or as much customization as you want to invest in. It will is also able to integrate with your other systems.

Microsoft Dynamics 365 Feature Ratings

9.2
Customer data management / contact management
10
Workflow management
8
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
8
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
10
10.0
Case management
10
Call center management
10
Help desk management
10
9.0
Lead management
10
Email marketing
8
7.3
Task management
7
Billing and invoicing management
10
Reporting
5
7.0
Forecasting
5
Pipeline visualization
9
Customizable reports
7
10.0
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
9.0
Social data
9
Social engagement
9
10.0
Marketing automation
10
Compensation management
10
10.0
Mobile access
10