Customer engagement tool that can make your business easy
May 19, 2022

Customer engagement tool that can make your business easy

Mohd Nazish | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Software Version

Online

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

We provide technical support and functional support as well to the users. This product is great to manage and engage the customers with the business. There is a great scope for this product. You can easily automate the process and also schedule the emails and messages. You can also store and manage products within the CRM.
  • Easy to generate leads using emails, phones, and campaigns and you can also automate the process of lead generation.
  • You can send the notifications to the users.
  • You can also have it's great feature called field service.
  • Overall it is working great, nothing to dislike.
  • I would love to see if Microsoft Dynamics 365 has the features to schedule workflows or plugin.
  • This is a great tool for customer engagement and also has great features to improve your business.
  • Everything is positive. I did not see anything negative.

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

My review can help others to choose the correct CRM like Microsoft Dynamics 365 CRM. I see lots of great things in Microsoft Dynamics 365 that make your business easy and smooth also MS allows users to customize the software according to their needs. So Thought I should share my experience with others.
I have raised a ticket and every time I got a quick response and got resolved my issue. Microsoft Dynamics 365 support has a great feature to prioritize your issue according to the impact of business. Overall this product has great support and also you can connect via tech team using teams to screen sharing sessions.
If you owned the business and you have to connect with your customers and also wanted to improve your business then you must have to go for it as it has a great sales process and the customer engagement process you can also use its business process flows to make your business more effective.

Microsoft Dynamics 365 Feature Ratings

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