Item: Microsoft Dynamics 365
Rating: 7
Author: Robert Ross

Use Cases and Deployment Scope

The platform is being utilized by our real estate brokers as a customer relationship management platform. Additionally, management of those brokers is using the platform to harness data on call volumes opportunities missed and forecasting

Pros and Cons

Reporting
Visualizations
Mobility

Better performance.
Better UI on mobile.
More security features.

Return on Investment

Positive.
Better pipeline management.
better customer interactions.
Challenges with the learning curve and culture change.

Alternatives Considered

Cloud Backup for Office 365 and Axiom Sales Force Development

Cost, expandability integration with our phone and email systems.

Other Software Used

8x8 X Series (Formerly Virtual Office), Microsoft Office 365

Likelihood to Recommend

For a small business, it's a home run and you can scale it up or pull it back being in the cloud makes it durable and always on. Depending on the complexity of your sales organization it could cumbersome to use, but compared to Salesforces it has a great value at a lower cost

GFI goes to the cloud with Microsoft Dynamics 365

Software Version

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