Item: Microsoft Dynamics 365
Rating: 7
Author: Harrison Pershing

Use Cases and Deployment Scope

I am the Salesforce Admin for our organization and we have 16GB of storage available. However, we are currently using around 25 GB of storage for all of our invoicing information. Our higher-up executives don't want to spend the money on the excess storage and we have decided to pull in all of our reporting/data for older information from Microsoft Power BI. We use their dashboards to provide more knowledge to our users.

Pros and Cons

Dashboards are succint
Reporting looks great
Customer views are great

Forecasting could be improved
Linking email campaigns
Overall customization

Return on Investment

It's had a positive ROI
Useful for certain aspects
Strong dashboard components

Support Rating

We have had some issues for [Microsoft] Dynamics 365 before, but nothing critical. We don't house the majority of our data and information in [Microsoft] Dynamics [365], but we have wanted a better understanding of how some of the reporting capabilities work and we have been able to reach out to some of their representatives and they have been very helpful.

Key Insights

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

Usability

I think it's pretty strong, but I just think in comparison to some of of the other competitors, it's a better value proposition to go for other options. It does some things extremely well, but it misses out in some key functionality and customizations that make it less powerful than other CRM options.

Contract Terms and Pricing Model

I was asked some questions when considering our purchasing options about how we should use it and what we would use it for. With so much data and information out there, we have to make sure we are presenting it correctly to the managers or it will be lost on them. We don't spend nearly as much money on it as Salesforce, because we use less of their capabilities. It meets our needs and definitely provides a positive ROI.

Likelihood to Recommend

We have a very specific use for the Power BI reports, but I just think that Salesforce, which we use primarily, is headed in a way better direction and it's overall capability and customizations are unmatched. I think [Microsoft] Dynamics [365] does provide a strong view on customers, but it lacks in comparison to Salesforce in almost all aspects.

Strong CRM, but, [in my Opinion,] Review Other Options for Capabilities!

Software Version

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