Dynamics 365 at a glance
December 10, 2019

Dynamics 365 at a glance

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Online

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

Battelle is currently using Microsoft Dynamics 365 as its primary CRM system across the entire organization. We use it to track business opportunities throughout the duration of the sales process, from contact generation to order close. This helps the organization overall keep better track of it's current and potential projects.
  • It allows opportunities to be linked directly to specific accounts and contacts.
  • It allows users to enter specific details of phone conversations they have with clients or potential clients.
  • It could provide a better training program.
  • It could have a slightly better user-interface.
  • Better organization of business opportunities.
  • Better lead management.
Compared to other CRM tools, Microsoft Dynamics 365 stacks up well. In my opinion, it is right up there with SalesForce as far as overall ease of use, organization capabilities, and the ability to track opportunities. The only area I think it could really improve compared to competitors is in its mobile interface.
It's well suited to track opportunities throughout the duration of the sales process. It's also well suited to tie opportunities to specific contacts and accounts. Less appropriate scenarios include tagging emails from Outlook in a quick and easy manner, as it's not very good for this. It's less appropriate to use on the phone as its mobile interface is somewhat difficult to use.

Microsoft Dynamics 365 Feature Ratings

Customer data management / contact management
8
Workflow management
7
Territory management
8
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
6
Contract management
8
Quote & order management
7
Interaction tracking
6
Channel / partner relationship management
8
Case management
10
Call center management
10
Help desk management
10
Lead management
10
Email marketing
7
Task management
8
Billing and invoicing management
8
Reporting
9
Forecasting
10
Pipeline visualization
10
Customizable reports
8
Custom fields
10
Custom objects
10
Scripting environment
8
API for custom integration
8
Role-based user permissions
9
Single sign-on capability
8
Social data
7
Social engagement
7
Marketing automation
7
Compensation management
7
Mobile access
4