Microsoft is hard to beat
January 27, 2020

Microsoft is hard to beat

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

Software Version

Online

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

It is being used across our whole organization, and it helps to bridge some communication problems and usually works pretty adequately. It definitely helps us to track leads, but sometimes we have issues with the cloud updating that may not be related to the program and just might be our system.
  • Great for tracking metrics.
  • Helps people stay organized.
  • The interface isn't as friendly when accessed on a Mac, but not bad.
  • It has a lot of functionality and sometimes it is difficult to find the exact one you are looking for.
  • I don't know exact numbers, but it has positively impacted our business directly.
  • Hands-down it is the best option out there.
Microsoft has much better tools and customer support. Everything I need to see is organized in a database and it's easy to get an overview of from the dashboard. Salesforce is just more clunky and I don't really like the way they organize their data. Also, it is not as user-friendly for updating.
It has great integration with our software, but do your research on how it integrates with your specific software. Microsoft Dynamics is constantly being updated and the customer service is excellent. It is a nice comprehensive CRM solution all-in-all. It is very efficient compared to other systems I have evaluated, and is what I recommend to customers.

Microsoft Dynamics 365 Feature Ratings

Customer data management / contact management
7
Workflow management
7
Territory management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
9
Quote & order management
7
Interaction tracking
10
Channel / partner relationship management
8
Case management
10
Call center management
7
Help desk management
10
Lead management
9
Email marketing
9
Task management
8
Billing and invoicing management
7
Reporting
7
Forecasting
Not Rated
Pipeline visualization
8
Customizable reports
8
Custom fields
6
Custom objects
6
Scripting environment
Not Rated
API for custom integration
7
Role-based user permissions
8
Single sign-on capability
7
Social data
8
Social engagement
8
Marketing automation
8
Compensation management
8
Mobile access
9