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.
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.
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.