The fast and easy way to set up your customer analytics and loyalty management
January 20, 2020

The fast and easy way to set up your customer analytics and loyalty management

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

Software Version

On-Premise

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

Microsoft Dynamics is mainly used by the Marketing Department of our organization. Its main purpose is to provide the back end for our mobile app and to manage loyalty programs. Also it provides reports and dashboards based on customer transactions. It helped set up our customer relations base and reach our guests.

Pros

  • It has a solid structure to set up customer and loyalty analytics.
  • It provides a good amount of reports that could be customized and extended easily.

Cons

  • Export of some large reports can be problematic and you may have to divide reports into smaller chunks.
  • Navigation in the report pages can be difficult.
  • Its analytics helped us understand customer behaviour.
  • It helped us set up loyalty schemes targeted to correct customer segments.
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Microsoft Dynamics CRM is well suited to establish a basic standard customer relations and analytics structure. Many of the basic concepts are ready and could be customized with less effort to start analyzing your customer behaviors and prepare your strategy to keep existing base as well as extend your customer access. It has good integration especially with Excel where you can analyze live data from CRM.

Microsoft Dynamics 365 Feature Ratings

Not Rated
Customer data management / contact management
Not Rated
Workflow management
Not Rated
Territory management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
Not Rated
Channel / partner relationship management
Not Rated
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
7.0
Lead management
Not Rated
Email marketing
7
9.0
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
9
9.0
Forecasting
9
Pipeline visualization
Not Rated
Customizable reports
9
8.3
Custom fields
9
Custom objects
8
Scripting environment
8
API for custom integration
8
9.0
Role-based user permissions
9
Single sign-on capability
9
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

Comments

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