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Microsoft Dynamics 365 Review: "CRM great for reporting and analysis"
https://www.trustradius.com/crmMicrosoft Dynamics 365 (formerly Microsoft Dynamics CRM)Unspecified7.1428101
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Updated June 03, 2015

Microsoft Dynamics 365 Review: "CRM great for reporting and analysis"

Score 4 out of 101
Vetted Review
Verified User
Review Source

Software Version
Online

Overall Satisfaction with Microsoft Dynamics CRM

  • Reporting.
  • Information Storage and Archiving.
  • Client Tracking.
  • Need to provide the ability to past screenshots into the body of an email rather than only add as an attachment.
  • Speed of attaching documents.
  • Space issues.
  • Ability to search within in attachment rather than just in the subject or body of an email.
  • Ability to add multiple contacts to the regarding of an email.
  • Increased marketing ability.
  • Ability to track and report on workload in order to improve service level agreements.
My recommendation would be dependent upon how the colleague was planning on using this tool. Other departments within our organization have experienced great success with this tool. It's reporting capabilities are excellent.

I would ask that person what their specific goal is and what their reporting needs are. From there I would ask additional questions.

Using Microsoft Dynamics CRM

After utilizing the program in our department for one year, the tracking benefits did not outweigh the loss of productivity due to the inability to paste screenshots and the amount of time to attach items to email.

Microsoft Dynamics CRM Implementation

Change management was a major issue with the implementation

Using Microsoft Dynamics CRM

CRM is a great tool for communicating with clients and marketing. Not a great tool for everyday management of email inboxes.
ProsCons
Relatively simple
Easy to use
Technical support not required
Cumbersome
Feel nervous using
Lots to learn
  • Adding screenshots, inability to copy/paste
  • Locating a specific attachment due to inability to search the attachment
  • Timeouts while attaching documents