Dynamics is a one stop shop to help all your business operations be more streamlined
October 21, 2019

Dynamics is a one stop shop to help all your business operations be more streamlined

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Online

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

We use Dynamics 365 as our main CRM platform with our company. Dynamics is used by all departments within our organization. We utilize Dynamics for marketing, support tickets, sales, accounting. CRM and HR. Basically our entire business runs off of Dynamics. We have been able to streamline processes across all departments as a result of implementing Dynamics 365.
  • Dynamics 365 being in the cloud is great since it reduced maintenance and is accessible throughout the world
  • Dynamics is very customizable and can be tailored to your companies exact needs
  • Great support for third party software providers that integrate into Dynamics 365
  • Great automation features
  • Would be great if you didn't have to have a staff member dedicated to just administrating Dynamics and
  • Can be a pain to fix if something breaks since Dynamics can get extremely complicated
  • The Reporting could use some improvements
  • Wish it was cheaper
  • Dynamics has been able to improve our overall business operations by streamlining business processes
  • We are better able to serve our customer by better reporting and problem resolutions
  • Having one platform for all of your business operation needs is a key selling point to Dynamics
Salesforce does not have the amount of customization and API integration as Dynamics does. To get the same functionality as Dynamics, Salesforce can become more expensive.
Dynamics is great for mid to enterprise customers. Since it can perform almost every backend business function that is required to run a mid to enterprise size corporation. Dynamics is less well suited and can be overwhelming for smaller business under 100 users and can get expensive fast with consultants and dedicated staff members to just administer the platform.

Microsoft Dynamics 365 Feature Ratings

Customer data management / contact management
8
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
10
Channel / partner relationship management
8
Case management
9
Call center management
7
Help desk management
7
Lead management
9
Email marketing
9
Task management
9
Billing and invoicing management
9
Reporting
6
Forecasting
9
Pipeline visualization
10
Customizable reports
7
Custom fields
10
Custom objects
9
Scripting environment
10
API for custom integration
10
Role-based user permissions
8
Single sign-on capability
10
Social data
7
Social engagement
7
Marketing automation
9
Compensation management
9
Mobile access
7