Dynamics gives us a 365 degree view of our customers
November 07, 2020

Dynamics gives us a 365 degree view of our customers

Olabintan Adenike Shoro | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Online

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

Microsoft Dynamics 365 is, at the moment, used as the preferred customer relationship management program in my organization's regional offices where I work. We use it to seamlessly manage customer information and keep track of customers and important sales metrics. It makes it easy for the higher-ups in my organization to measure our sales pipelines and possible sales targets, too.
  • Microsoft dynamics 365 does a fantastic job integrating with important third-party applications we currently use in the office such as a MailChimp and OneNote, thus making it easier to share vital insights across applications.
  • Microsoft Dynamics 365 does a fantastic job of aligning our sales and marketing processes by helping to produce seamless experiences for our customers through shared application data and marketing automations.
  • Microsoft Dynamics 365 makes it easier for us to focus on the right type of customers by engaging them quickly using insight provided by Microsoft's artificial intelligence backed features.
  • Microsoft Dynamics 365 can do with improved intuitiveness for users. For instance, data entry is usually a tedious experience for beginner users.
  • Its user interface design is not simplified enough for smooth navigation, especially on the report pages.
  • Microsoft Dynamics 365 has helped in better aligning our sales and marketing efforts.
  • By relying on Microsoft Dynamic 365's artificial intelligence, we have been able to make better sales decisions.
  • Microsoft Dynamics 365's predictive insights have shortened our sales cycles.

Do you think Microsoft Dynamics 365 delivers good value for the price?

Yes

Are you happy with Microsoft Dynamics 365's feature set?

Yes

Did Microsoft Dynamics 365 live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Microsoft Dynamics 365 go as expected?

I wasn't involved with the implementation phase

Would you buy Microsoft Dynamics 365 again?

Yes

While it boasts great functionality, Microsoft Dynamics 365 isn’t the most intuitive of software programs.
I relied a lot of the time on Dynamics user community support and I feel there was always an answer to every obstacle I needed navigating on there.
Microsoft Dynamics 365's mobile access is average at best. It is not the most intuitive of mobile applications and has a sorry offline mode state.

Microsoft Dynamics 365 Feature Ratings

Customer data management / contact management
10
Workflow management
9
Territory management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
7
Quote & order management
7
Interaction tracking
8
Channel / partner relationship management
9
Case management
10
Help desk management
Not Rated
Lead management
9
Task management
9
Billing and invoicing management
9
Reporting
9
Forecasting
9
Pipeline visualization
9
Customizable reports
9
Custom fields
9
Custom objects
8
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
9
Single sign-on capability
9
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
8
Compensation management
Not Rated
Mobile access
5