Microsoft Dynamics 365 for Sales

PROS & CONS

What are the best aspects of this product?

I like that Microsoft Dynamics allows me to create specific activities so I can assign them to other employees and this makes my work even more organized. I can create customized dashboards and control other dashboards at the same time. It provides me with ability to use Advanced Find so I can segment and export contacts to use them in marketing purposes. In addition, I can set up automatic emails based on behaviors in CRM so everyone in the company can stay organized. Furthermore, this system is well integrated with other software like marketing automation platforms.

What aspects are problematic or could work better?

Sometimes the updates of Microsoft Dynamic CRM crash the entire system.

What specific problems in your company were solved by this product?

First of all, this tool helps us to be more organized, to improve our customer service, to pull targeted lists and add detailed notes from the interactions with clients. Our employees feel more productive and they provide better service to our customers.

Are you a current user of this product?

Yes

PROS & CONS

What are the best aspects of this product?

The sales team loves MD CRM customization. No wonder! We've filtered down useful resources to a micro level, and we have a great overview of what we are doing. Personally, I'm involved in territory planning, so you can imagine how glad I feel to search by favorized criteria (areas, regions, sizes, types). The fact that our entire data (from contacts to sales outcomes) is gathered in one place only makes it better.

What aspects are problematic or could work better?

Syncing time is too challenging for the nature of my job, it displays all nearby accounts, not just mine. But I'm still not sure who has the fault, it might be the way we customized it. However, the mobile app is not that admirable, so I think they should really think of extending its efficiency. ''Go back", for instance, takes you on top of the list instead of the last tab you had opened.

What specific problems in your company were solved by this product?

I'm proud of how customer-centric and efficent we've become with MD CRM. All information is at our fingertips, and our reports look really professional.

Are you a current user of this product?

Yes

PROS & CONS

What are the best aspects of this product?

inexpensive, easy to explore and learn, simple to use
Well-coordinated with other Microsoft apps and items
It allows teams to collaborate and share leads, opportunities and other communication at ease
Provides the highest level of integration and customization with third party applications
The power platform with Power apps, BI, MS Flow etc offers manageable utilities for any business

What aspects are problematic or could work better?

It requires proper training for new users to understand its functions.

What features/services would you like to see in future versions of this product?

bit slow while executing large queries it needs to improve.

What specific problems in your company were solved by this product?

It looked intimidating at first but as you learn the modules, functions, and tools; you get more comfortable.

Are you a current user of this product?

No

PROS & CONS

What are the best aspects of this product?

As a current user of Microsoft Office Ribbon, I find the interface familiar and easy to navigate. The system does untie hands to do your own customization, as for instance to manipulate field traits, to form layouts, and even to manage your entire business flows. You're absolutely free to add views, entities, and dashboards; and you're in permanent control of who is seeing them. I couldn't complain on integrations or security either, the guys really thought of everything.

What aspects are problematic or could work better?

As a developer, I might have an extended list of requirements, but I honestly think there are gaps that even savvy users can see. For instance, inconsistency with every possible code-promotion model (doesn’t refer to unmanaged solutions only, but the managed ones too). Movement is not among the things you're controling, not even with TSF. Modest users would compensate with SDK kits or third party software, but in a developers' world, you must have a method that stops overwriting, or moves and deploys elements. This way, I'm updating elements in target deployment manually, and it exhausts me. Another thing that takes control out of my hands are limited field transformations (only by names, not by roles). What do you do then, when your entire system is based on them?

What specific problems in your company were solved by this product?

The tool was not meant for us, but for users who needed to centralize their lead gathering procedure, or at least to formalize it. We're already working to integrate it with backend processes, and to provide a common interface for users to launch services easily (and we're doing one hell of a job!). Our managers are simply crazy about it, and they say a lot of good stuff related to monitoring, accurate sales, great reports, etc.

Are you a current user of this product?

Yes

PROS & CONS

What are the best aspects of this product?

I always joke how we exhausted the program and there is no team out there that is relying on it more than we do. But it's somehow true, you know-we went from on-prem to cloud CRM, and we began to bear fruit from this smart decision. Updates come smoothly, and disaster recovery stands there pitch-perfect, even if I don't believe we're going to use it.

What aspects are problematic or could work better?

I can't say if it's us or the program, but at a certain point we lost our marbles completely. Let's assume it was an initial shock of having data in the cloud-now we've recovered, and online performance feels like our second nature. What I do mind is high-dependency on connection quality, that one should improve for sure.

What specific problems in your company were solved by this product?

We are equipped with a mobile solution that keeps us informed on all updates without having to search for them off-record.

Are you a current user of this product?

Yes