We love this program!!!!!
April 11, 2018

We love this program!!!!!

Kelly Ferriter | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source

Software Version

Online

Overall Satisfaction with Microsoft Dynamics CRM

We are using it as supervisors for scheduled maintenance. It helps with organization and helps us when people call out. I find it useful because it allows for people with little to no knowledge of the system to be able to work with it when we are short staffed and it is not hard to teach as well.
  • organization of staffing in regards to who is at work, roles everyone is playing during the day
  • tasks that have been done, versus tasks that need to be done
  • easy to teach to new users
  • we have not run into an problems currently
  • More time for one on one interaction because teaching and training does not take long
  • The help center is great for questions and very user friendly
We really enjoy this program, as I have stated before it is so easy to teach new users so it does not take away time from the day where our top people would need to be on the phones or meeting with clients, we can get this training done in a morning or two and then we have them up and running.

Microsoft Dynamics 365 Feature Ratings

Customer data management / contact management
6
Workflow management
8
Territory management
9
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Contract management
9
Quote & order management
8
Interaction tracking
Not Rated
Channel / partner relationship management
8
Case management
8
Call center management
Not Rated
Help desk management
7
Lead management
7
Email marketing
9
Task management
Not Rated
Billing and invoicing management
8
Reporting
Not Rated
Forecasting
8
Pipeline visualization
Not Rated
Customizable reports
9
Custom fields
Not Rated
Custom objects
9
Scripting environment
Not Rated
API for custom integration
9
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Social data
8
Social engagement
10
Marketing automation
9
Compensation management
9
Mobile access
Not Rated