Item: Microsoft Dynamics 365
Rating: 9
Author: Jarrod Mobley

Use Cases and Deployment Scope

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.

Pros and Cons

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.

Return on Investment

100% to quota.
Achieved more COI touches.

Other Software Used

Xactly Commission Expense Accounting (CEA), Motus, Fond, Zoom, Zendesk

Likelihood to Recommend

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.

Dynamic is Dynamite!!

Software Version

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

Use Cases and Deployment Scope

Pros and Cons

Return on Investment

Other Software Used

Likelihood to Recommend

Microsoft Dynamics 365 Feature Ratings