Microsoft Dynamics CRM - great to use
March 09, 2016

Microsoft Dynamics CRM - great to use

Brad Bauer | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Online

Overall Satisfaction with Microsoft Dynamics CRM

Microsoft Dynamics CRM is used by a majority of our organization. Our ticket sales department utilizes it for contact management and pipeline tracking, while our corporate partnerships department uses it primarily for inventory management and contract building.

Pros

  • Easy to learn and use
  • Very searchable, can look for people/companies across many different variables
  • No technical issues

Cons

  • A little more personalization would be nice
  • Easier to download reports
  • Mobile sign in
  • Increased employee efficiency with proposal creation process
  • Enhanced prospect touchpoints and relationship management
  • Improved forecasting and pipeline process
I wasn't involved in the purchase decision for Microsoft dynamics CRM, however I have used a number of other CRM services at different companies. Having used salesforce, goldmine, SugarCRM, and even the CRM component of Ticketmaster's Archtics software system, I can say for sure that Microsoft Dynamics CRM is the best CRM I've ever used.
Microsoft Dynamics CRM is perfect for putting together a sponsorship proposal as it integrates with our asset inventory and also helps immensely with making sure all proposals stay under our fulfillment marks.

Microsoft Dynamics 365 Feature Ratings

7.5
Customer data management / contact management
9
Workflow management
9
Territory management
5
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
2
Contract management
10
Quote & order management
Not Rated
Interaction tracking
8
Channel / partner relationship management
8
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
8.0
Lead management
8
Email marketing
8
8.0
Task management
8
Billing and invoicing management
Not Rated
Reporting
8
8.0
Forecasting
8
Pipeline visualization
8
Customizable reports
8
5.0
Custom fields
5
Custom objects
5
Scripting environment
5
API for custom integration
5
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

Comments

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