Microsoft Dynamics 365 Makes Good Business Sense
Updated June 18, 2019

Microsoft Dynamics 365 Makes Good Business Sense

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

Software Version

Online

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

We use Microsoft Dynamics 365 Online to track customer information, coordinate with our marketing automation systems, use it as a source of inspiration for content creation, and take it on the road with us via its mobile capabilities as marketers and salespeople. It is very effective and functional for our organization and its diverse needs among individuals and teams. Though I've only been using it about 2 years, our organization has thrived with its evolution for over 10.

Pros

  • Mobile Functionality Provides Modern Efficiencies that Allow us to Thrive
  • Multi-Departmental Functionality Improves Process Effectiveness
  • It's a natural segment of our business use and product/services models

Cons

  • As a marketer myself, I think Microsoft Dynamics 365 could do better at providing a Trailhead-style source for users
  • Community engagement is lacking - Microsoft could become more socially fluid and fun
  • Microsoft Dynamics 365 should extend its marketing team to create a more comprehensive and fun library of resources and tools for users
  • Microsoft Dynamics 365 is at the core of our business, and there are many reasons for that. It helps us to improve the effectiveness of our organization at multiple levels.
  • Teams benefit for its dynamic functionality and adherence to individual processes.
  • Mobile makes sense - use it! Upgrade as you can. Evolve with the technology.
The biggest comparison I see to Microsoft Dynamics 365 is Salesforce, which is a whole other giant in and of itself that offers unique benefits to its users. When you compare them, it's like apples and oranges. They are both supremely effective. Determining which your organization will take advantage of should be conditional to the organization's needs and desires. Complete a full business analysis before you decide. Understand the features and functionality of both. Consider long-term value, and not just the initial purchase price.
I would recommend Microsoft Dynamics 365 V9.0 Online, especially. Microsoft does a good job with upgrades and evolving to meet marketplace demands. Users should take advantage of the benefits of using it Online. On-Premises doesn't seem nearly as effective or sensical once you've upgraded to the Online version. Whether you're a small or large business, it makes sense to have CRM. It's how the world runs, and Microsoft Dynamics 365 is a front-runner.

Microsoft Dynamics 365 Feature Ratings

8.3
Customer data management / contact management
9
Workflow management
9
Territory management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
8
Quote & order management
8
Interaction tracking
9
Channel / partner relationship management
7
8.7
Case management
8
Call center management
8
Help desk management
10
8.0
Lead management
8
Email marketing
8
8.3
Task management
8
Billing and invoicing management
8
Reporting
9
10.0
Forecasting
10
Pipeline visualization
10
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
8.5
Role-based user permissions
10
Single sign-on capability
7
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
10.0
Mobile access
10

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