Microsoft Dynamics 365 Review
Updated March 04, 2020
Microsoft Dynamics 365 Review
Score 10 out of 10
Vetted Review
Verified User
Software Version
Online
Overall Satisfaction with Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM)
Dynamics 365 is currently used as a company-wide CRM for the management of our sales metrics, customer contact, and database. It is widely used by upper management to track the "health" of their pipelines and sales goals. Lower-level employees use it daily to keep track of customers and data entry. It has been a great tool for running various queries to view performance. Very easy to use.
- Query searches.
- Great user experience and design.
- Displaying data in various charts.
- Global search function tends to freeze a lot.
- Linking emails to certain leads/opps could be improved in both Outlook and Dynamics.
- It has helped us manage our growth and views over time.
- It doesn't align with our other systems too well which can cause lag in data process.
I have only used Dynamics throughout my career.