easy to train and create custom documentation
February 18, 2020

easy to train and create custom documentation

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)

This was part of a custom CRM application for a vanity cosmetic surgical organization. We were brought in to work with on site developers to create custom training and deploy the product nationally. We fielded questions from users, worked with developers to tweak the system, and promote the benefits to the population to garner buy in for the process change. This was an extreme overhaul of process.
  • Easily customizable
  • Scalable
  • Not a complete con - but it did have a different look than what they used before
  • All sites were using the same system
  • Documentation was streamlined and consistent
As a trainer - I train on whatever the client opts to use. I trained on Microsoft Dynamics 365 because it was what the client used.
It works well when you have a development team on site or dedicated to the project. There are necessary updates/features that you don't anticipate in planning. Having trained developers ready to make changes is key.

Microsoft Dynamics 365 Feature Ratings

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