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Microsoft Dynamics Review
June 03, 2021

Microsoft Dynamics Review

Rainer Byer | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

On-Premise

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

It's used by the whole sales team as the main CRM. It helps keep track of all the information related to customers and sales opportunities.
  • User friendly.
  • Customer support is outstanding.
  • Can integrate with other softwares.
  • Marketing features.
  • Mass mailing.
  • Use of templates.
  • Task management has improved.
  • Custom reports allow us to get relevant data.
  • More efficiency from the account executives.
Out of all the software and CRMs evaluated, Microsoft Dynamics 365 was the best suited for the company and team's needs.

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?

Yes

Did implementation of Microsoft Dynamics 365 go as expected?

Yes

Would you buy Microsoft Dynamics 365 again?

Yes

It works great as a CRM. It has all the features needed and more, helping the entire sales team keep track of leads and make informed decisions with data from reports.
I've needed help from their support team a couple of times, and they've given me quick and truly helpful responses.
It is great for keeping track and following on sales opportunities. It provides many options for recording information on these leads.

Microsoft Dynamics 365 Feature Ratings

9.0
Customer data management / contact management
10
Workflow management
9
Territory management
9
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
9
Quote & order management
9
Interaction tracking
9
Channel / partner relationship management
6
10.0
Case management
10
Call center management
10
Help desk management
10
6.5
Lead management
9
Email marketing
4
9.0
Task management
9
Billing and invoicing management
8
Reporting
10
7.7
Forecasting
8
Pipeline visualization
7
Customizable reports
8
8.8
Custom fields
9
Custom objects
9
Scripting environment
8
API for custom integration
9
8.0
Role-based user permissions
8
Single sign-on capability
8
8.0
Social data
8
Social engagement
8
6.0
Marketing automation
6
Compensation management
6
8.0
Mobile access
8