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Happy with Microsoft 365
December 09, 2019

Happy with Microsoft 365

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

Software Version

Online

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

Microsoft Dynamics 365 is used by our department or customer support team, we call it the Share point. My team members and I use this to share data which contains secured data and we do feel safe as the details are not compromised. The main issue of sharing critical data with the team is what has been addressed.
  • Secured
  • User friendly
  • Customer-centric
  • Lively
  • Graphics could be improved.
  • Time management.
  • Data collation.
  • Workforce management.
We all use Microsoft products and MS Office too. Sharing of Excel files has never been a hassle, across geographic locations.

Microsoft Dynamics 365 Feature Ratings

9.0
Customer data management / contact management
9
Workflow management
9
Territory management
Not Rated
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
9
Channel / partner relationship management
9
9.0
Case management
Not Rated
Call center management
9
Help desk management
9
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
9.0
Task management
Not Rated
Billing and invoicing management
9
Reporting
9
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
9.0
Custom fields
9
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
9.0
Role-based user permissions
9
Single sign-on capability
9
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated