Dynamic is Dynamite!!
January 20, 2020

Dynamic is Dynamite!!

Jarrod Mobley | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Software Version

Online

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

Microsoft dynamics is being used by our company by sales, operations, and admin support employees. Dynamics helps sales track new prospects and house historically relevant data to reengage old prospects and new. Sales process is tracked from start to completion of sale and handed off to operations for implementation. Operations can then see all bites attached to assist in converting over to client status.
  • Customizable
  • Fast
  • Entering data can be tedious. Mass information entering isn’t very easy.
  • With customization can also come with more steps to enter some data.
  • 100% to quota.
  • Achieved more COI touches.
Xactly Commission Expense Accounting (CEA), Motus, Fond, Zoom, Zendesk
Compared to Salesforce, I love the ability for sales reps to edit and delete information. Salesforce did not have that flexibility for me in past roles. I also think that the reporting options are fantastic. I can easily create custom views so the I can find relevant and usable data.

Microsoft Dynamics 365 Feature Ratings

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