Microsoft Dynamics 365 Review
April 12, 2021

Microsoft Dynamics 365 Review

Vijayalakshmi G K | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Software Version

On-Premise

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

Microsoft Dynamics 365 solutions are used in our organization in all department[s], including Finance, Accounting, HR, Sales, Customer support. ERBrains IT Solutions, Microsoft Dynamics 365 Gold Certified Partner located in Bangalore, India, provides Microsoft Dynamics 365 implementation services, Microsoft ERP Consulting Services, Dynamics 365 Consulting services, and support. First, they will understand company requirements, and accordingly, they will provide customized solutions to [the] company.
  • Microsoft Dynamics 365 Smoothens the business process and functionality.
  • We can easily track, and analyze the tasks, growth, and all databases in one single platform.
  • Sales and marketing will be more effective and efficient using Microsoft Dynamics 365 solutions and easily manage customer database and follow-ups.
  • Hardcore training is required on the tool.
  • Some functionality [is] difficult to navigate.
  • Requires experience [for] a person who is using Microsoft Dynamics 365.
  • Had a good track on leads and customer data.
  • Timely follow-ups happened through Microsoft Dynamics 365.
  • Had a positive impact on Return on Investment.
Microsoft Dynamics 365 brings all sales and customer data together into one system, offering users a single source of truth. This gives users a complete picture of their customers’ journey, helping them track customer journeys, generate and assess leads, and seize opportunities. Since Microsoft Dynamics 365 can offer numerous services which [are] like one pack solution for business functionality and its growth, we choose Microsoft Dynamics 365 as our Business Solutions

Do you think Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) delivers good value for the price?

Yes

Are you happy with Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM)'s feature set?

Yes

Did Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) live up to sales and marketing promises?

Yes

Did implementation of Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) go as expected?

Yes

Would you buy Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) again?

Yes

Microsoft Dynamics 365 Business Central (formerly Dynamics NAV)
As told before in the review, Microsoft Dynamics 365 is a one-stop solution for the overall business, it involves all departments in the organization, and makes business functionalities smooth by timely follow-ups, customer retention, customer engagements, and helps in maintaining a good relationship between customers and the businesses.
Microsoft Dynamics 365 solutions help organizations to maintain a proper relationship between customers and organizations, by timely follow-ups and customer engagement, customer retentions, and relationship management. With Microsoft Dynamics 365 we can expect growth and Return on Investment of the company and gets good attention towards products and services.
Microsoft Dynamics 365, it’s a database [that] helps businesses to organize and manage customer and lead data. Through the software, users can contact customers and leads, which records and tracks every customer interaction. This allows a business to build a complete picture of its relationship with its customers so that the customer journey can be personalized.

Microsoft Dynamics 365 Feature Ratings

Customer data management / contact management
9
Workflow management
9
Territory management
7
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
9
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
9
Case management
8
Call center management
9
Help desk management
7
Lead management
8
Email marketing
7
Task management
10
Billing and invoicing management
9
Reporting
9
Forecasting
8
Pipeline visualization
9
Customizable reports
7
Custom fields
8
Custom objects
5
Scripting environment
5
API for custom integration
6
Role-based user permissions
10
Single sign-on capability
9
Social data
7
Social engagement
8
Marketing automation
8
Compensation management
7
Mobile access
5