MS Dynamics (online) review
February 09, 2018

MS Dynamics (online) review

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Online

Overall Satisfaction with Microsoft Dynamics CRM

We used MS Dynamics as a customized CRM system on various campaigns depending on client preferences. Only alternative was Salesforce. Dynamics helped us to keep the whole chain of sales executives up to date on what is happening with a specific account, as we are a global organisation, and multiple executives from multiple regions have to work on the same account, additionally the client's team has to have access to the records as well.

Pros

  • overview of previous outreaches to a specific account
  • customization of design and data transfer to the next level of the sales process, making easy for the next person to take over
  • clean user interface, not overwhelming amount of information on one page
  • quicker and more user friendly than competing products (based on my opinion and xp)

Cons

  • it can be heavy for older machines, which is problematic for businesses which do not need the latest hardware; running in the background it could slow down other processes
  • like every other SaaS solution it crashes from time to time, it has to be more clear why, so people can address the problem to the IT dep responsible for the support
  • often there is a redundancy of needed information so many things have to be filled out twice until you cane save the activity
  • It kept our international team up to date on every account we have regardless of time zone and geography
  • kept good communication between the team and the client with no need of hour long conference calls for catching up on progress and pipeline building
it perfectly combines the functionality of Salesforce and the simplicity of SugarCRM.
I have used Sugar CRM and Salesforce, where the first one is very easy to use but very limited in functionality, and the second one can do everything but gets very confusing for the user. MS Dynamics gives the perfect balance between both.

Microsoft Dynamics 365 Feature Ratings

Customer data management / contact management
9
Workflow management
7
Territory management
9
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
5
Contract management
5
Quote & order management
5
Interaction tracking
10
Channel / partner relationship management
7
Case management
6
Call center management
4
Help desk management
4
Lead management
7
Email marketing
5
Task management
10
Billing and invoicing management
3
Reporting
5
Forecasting
5
Pipeline visualization
10
Customizable reports
8
Custom fields
10
Custom objects
10
Scripting environment
8
API for custom integration
9
Role-based user permissions
10
Single sign-on capability
10
Social data
4
Social engagement
4
Marketing automation
10
Compensation management
6
Mobile access
5

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