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"MICROSOFT Dynamics CRM Review"
Updated March 15, 2022

"MICROSOFT Dynamics CRM Review"

FARHAAN SHAIKH | 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)

All the leads Coming from the Marketing Campaigns Comes into the Microsoft Dynamics CRM and after that, it is allocated to the Salesperson who takes Follow up and Converts that into Sales.
This is Also Used for Service, lead is active until and unless it the Closed by the Service guy. Right from Generating prospects to Closing the leads, it is all managed in Microsoft Dynamics CRM.

  • User Interface is quite Intuitive does matter whether you are a new user you will find it easy and interesting.
  • No Training is required all you need is just be aware of B2B leads, Corporate and Customer leads
  • Support team is highly knowledgeable and helpful
  • Fast internet Connection is required otherwise it can lag.
  • If you are creating a new lead, you Will have to put its Source and many more details which is quite irritating and time-Consuming
  • It has definitely helped us to generate loylt of Sales where the general method was not possible.
  • It allow us to take follow up, and can easily convert the prospect into Sales.
It is Less Costly Compared to the other CRM.
For call Centre Management this Works best when we used The dialer.
Using Dialer and CRM side by Side gives the best Result.

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

Freshworks CRM (formerly Freshsales), Zoho CRM, Bigin by Zoho CRM
Overall it is quite easy and Best for Call Centre.
It definitely saves time and eliminates many unnecessary activities. It increases the employee productivity
The support team was quite active and knowledgeable. Whenever we have an issue they solved it within the deadline.
It always Works quite smooth and as such there are not many chances of error with Microsoft dynamics as it is quite easy to Navigate
Its is well suited when you will Use it with some Dialer, it works really well for all the BPO and service Companies. Doesnt matter whether your Organization is small,medium or large you can go Microsoft dynamics CRM

Microsoft Dynamics 365 Feature Ratings

8.5
Customer data management / contact management
10
Workflow management
9
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
7
Channel / partner relationship management
8
8.3
Case management
8
Call center management
9
Help desk management
8
10.0
Lead management
10
Email marketing
10
8.0
Task management
8
Reporting
8
8.7
Forecasting
10
Pipeline visualization
8
Customizable reports
8
7.5
Custom fields
9
Custom objects
7
Scripting environment
7
API for custom integration
7
7.5
Role-based user permissions
7
Single sign-on capability
8
7.5
Social data
7
Social engagement
8
8.0
Marketing automation
8
10.0
Mobile access
10