Whether start up, small or well established....Microsoft has the software you need to expand, enhance, and take your business to the next level.
Updated February 25, 2020

Whether start up, small or well established....Microsoft has the software you need to expand, enhance, and take your business to the next level.

Kenyata Garner | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Online

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

We started off using Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) as both my business partner and I have used numerous Microsoft products in various positions and companies we worked for. When we decided to start our own business, which is still in the startup stages, we all agreed that Microsoft Dynamics 365 would be the best choice and provide us with the best tools we needed for data, our business insight. UPDATE*********We are still using this software and have found it to be very useful in and for our business matters and needs. We are now a little more seasoned if you will and find it to be a vital necessity for our company.

Pros

  • We haven't jumped into the marketing as much as we would like but what we have seen and anticipate it will work great.
  • The sales module works great.

Cons

  • The layout can be a little better as far as navigation.
  • Pricing
  • For the most part, there are only positives with using this software. Microsoft has come a long way in regards to providing services to accommodate a variety of business needs.
  • The negative impact is when the system crashes and it takes time to get everything back rolling.
I think that Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) has made its spot amongst the business world and again, provides your needs based upon what it is your looking for in a cloud-based ERP. We are currently still using the software and so far I can say that it has made running our business easy and seamless. I also want to add that now that we have used it for a period of time we are well rounded in training etc.
I think that whether you are a start-up, small business, or large business, this software will work for you if you customize it to your specific needs. It is easy to use, and training is a breeze. Onboarding, even for us still in the starting stages, has been smooth, and we anticipate immense growth in the coming years, so that is important to us.

Microsoft Dynamics 365 Feature Ratings

8.6
Customer data management / contact management
8
Workflow management
9
Territory management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
Not Rated
Quote & order management
9
Interaction tracking
8
Channel / partner relationship management
Not Rated
8.3
Case management
7
Call center management
9
Help desk management
9
9.0
Lead management
8
Email marketing
10
9.0
Task management
9
Billing and invoicing management
9
Reporting
9
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
8.0
Custom fields
Not Rated
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
8
9.0
Role-based user permissions
9
Single sign-on capability
9
9.0
Social data
9
Social engagement
9
9.0
Marketing automation
9
Compensation management
9
10.0
Mobile access
10

Comments

More Reviews of Microsoft Dynamics 365

  1. Home
  2. Customer Relationship Management (CRM) Software
  3. Microsoft Dynamics 365 Reviews
  4. User Review of Microsoft Dynamics 365