Dynamics 365 at a glance
December 10, 2019
Dynamics 365 at a glance
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.