Dynamics 365 Sales3.9
- Vishal S.Inside Sales Account Manager
It's a compotes Pacakge of all in one Microsoft office, Enterprise resource planning ( ERP) and customer relationship management (CRM). It's best in the market as it has best cyber security in the world. Pay as you go is the best part. Review collected by and hosted on G2.com.
- Olivia P.Brand Analyst
Using Microsoft Dynamics 365 Sales is the ideal platform for success in any business venture, offering a combination of enhanced customer relationship management (CRM) tools, financial insights, and sales automation. Its robust database ensures accuracy and reliability when it comes to data storage. As well as this, its customizable interface allows us to tailor our operations according to our specific goals or needs. Furthermore, the ability to quickly view inventory reports with minimal effort further enhances how efficient managing your organization can be - streamlining tasks involving product measurements while also providing a better understanding of areas needing more attention or focus through detailed performance analytics. Review collected by and hosted on G2.com.
- chetna g.Mid-Market(51-1000 emp.)
it is very user friendly and not at all complicated,even someone who is not technical can use it. it synchronizes all calender,contacts and emails, can connect on linkedin Review collected by and hosted on G2.com.
- Josh S.Support Center Manager
Forced updates from MS Dynamics and lack of support from Microsoft. Review collected by and hosted on G2.com.
- Verified User in MachineryMid-Market(51-1000 emp.)
It is cumbersome, crashes repeatedly does not seem to be compatible with Internet explorer or Windows office including outlook, Requires that you open three to four windows to get to the information you want. It is not intuitive at all. This is the worst software I have ever used Review collected by and hosted on G2.com.
- Verified UserSmall-Business(50 or fewer emp.)
This was a bad decision and my advice to you would be to find a "CRM" system that doesn't cost much to develop that way you can easily pull out or switch allegiance should your providers get overly cocky. Review collected by and hosted on G2.com.
- Anonymous ReviewerAutomotive
- kumar s.Computer Software
- Alioune D.Financial Services
I haven't found anything that I have a problem with yet
- Anonymous ReviewerComputer Software
- Jeff S.Staffing and Recruiting
Overall not great, but what was most disturbing was discovering that when we made our decision to move to another ATS, we were not given our data in a free back-up file like every other ATS provider does. It was made clear that We Owned the Data, but we had to extract if ourselves. Not having the IT expertise to do so, we needed to contract with Microsoft Partners to get that data for us. The first partner was unsuccessful in getting our data. Ultimately the second partner was successful, but it cost us close to $10,000 to get what should have been provided to us free of charge. We were also required to subscribe for another year to their service so we would have time to have someone get our data, which took close to two months. As a result we were forced to use an ATS system for an additional year beyond what we had hoped. We were also not allowed to escalate our concerns about this process.
- steve k.Accounting
- Jennifer ManteufelApplication Systems Administrator III
CRM is used across 75% of our organization to manage and track interactions with our clients. CRM is our source of truth for client communications and interactions allowing all users to know what is happening in the care and maintenance of our clients needs. We track leads all the way through sales into clients and subsequent sales to existing clients with processes througout the system. Utilizing the many features built into CRM as well as custominzing the system to meet the needs or our company.
Workflows for automating processes that were once manual. Giving a full and comprehensive view of where the client is at any particular time. Allowing our users to collaborate on clients giving the best service possible. Highly customizable to meet the needs of our specific industry and company.
- Moshe RaabDirector of Software Development
We are using Microsoft Dynamics CRM to manage leads, opportunities and accounts.
- Verified UserAnalyst
Dynamics 365 is currently used as a company-wide CRM for the management of our sales metrics, customer contact, and database. It is widely used by upper management to track the "health" of their pipelines and sales goals. Lower-level employees use it daily to keep track of customers and data entry. It has been a great tool for running various queries to view performance. Very easy to use.
Query searches. Great user experience and design. Displaying data in various charts.
- Jeff SmithOwner
We used Microsoft Dynamics 365 as our Applicant Tracking/Employment Management System. We add candidates and clients to the database and track activities relative to candidates in the pipeline for a job being recruited for, client information about their company, and jobs they need us to fill.
- Verified UserProfessional
The PM group made the decision to go with Dynamics for timekeeping and didn't do user testing. There was a mild revolt. Dynamics seems to be very robust, but it's not designed as a timekeeping tool, so the one purpose it had for us it failed spectacularly. Not sure if it was a slick sales job or what, but it was a terrible move for us.
For us, a spreadsheet was preferable to enter time over Dynamics. To start, post login it took about 7 clicks to get to the time entry area, and once there it was configured badly for the average user. It doesn't default to grid view (like Outlook calendars) so you have to AGAIN click to get into a usable format. It has a horrible use of real estate on the screen. Taking up the whole screen but 2/3 is white space.
- Verified UserEmployee
It is being using to manage our customers.
Microsoft Dynamics is littered with critical technical issues. We have been having continuous issues with data deleting itself without our consent or any forewarning. This has cost our company considerable time and money and loss of data. Their support is horrible. They are difficult to get hold off and you get thrown around many Microsoft departments and no one knows anything about Microsoft Dynamics specifically. From my experience I believe there are only 2-3 actual technical support operators in the Asia Pacific region and this is for Microsoft's flagship CRM product. There's also very little compatibility with other modern cloud platforms like Zendesk and MailChimp. The software is slow and it feels like it is normal operating system software working through a cloud connector rather than software written for the cloud.
- Ansuya G.Project Manager
As an individual user, my overall experience with Dynamics 365 has been positive. I have found the software to be powerful and flexible, allowing me to easily customize it to meet the specific needs of my business. The ability to integrate with other Microsoft products, such as Office 365 and Power BI, has been especially useful in streamlining and improving communication and efficiency across different departments. The unified view of customer interactions across different departments has also been a valuable feature, allowing me to gain a more complete understanding of my customers and make more informed decisions.One of the benefits I have realized by using Dynamics 365 is increased visibility and control over my business operations. The software has enabled me to automate many of my business processes, which has saved me time and resources. Additionally, the ability to access and analyze data in real-time has helped me to make more informed and strategic business decisions.The business problems that Dynamics 365 has helped me to solve include lack of communication and visibility across different departments, difficulties in tracking and managing customer interactions, and difficulties in making data-driven decisions. With Dynamics 365, I have been able to improve communication and collaboration across different departments, gain a more complete understanding of my customers, and make more informed decisions based on real-time data.
- Zubairu I.Administrator
However, some of the most common features and capabilities that I like about Dynamics 365 includes:Sales management: Dynamics 365 includes features for lead and opportunity management, sales forecasting, and sales pipeline management.Customer service management: Dynamics 365 includes features for case management, service level agreements, and customer self-service portals.Marketing automation: Dynamics 365 includes features for email marketing, lead scoring, and campaign management.Financial management: Dynamics 365 includes features for accounts receivable and payable, general ledger, and financial reporting.Project management: Dynamics 365 includes features for project planning, resource management, and project accounting.Human resources management: Dynamics 365 includes features for employee management, performance tracking, and payroll.Supply chain management: Dynamics 365 includes features for inventory management, procurement, and warehouse management.Overall, the most likely part of Dynamics 365 will depend on the specific needs and goals of the organization implementing the software.
- Philip N.Engineer
Microsoft Dynamics works the equivalent the organizations works, on the off chance that it comes to the executives it draws outlines when required, it gives precise information to profoundly investigations it and channels makes it less demanding to get the correct information which we need. Coordination with Office 360, Sharepoint and Office Online which is the coolest part. The sending was much simple as the expense of permit and arrangement was low from some other contender of Dynamics in the market. So it was an extraordinary ordeal to get comfortable with Microsoft Dynamics and use it as opposed to utilizing five to ten distinctive applications to deal with a similar undertaking. I will recommend everybody who is hunting down the best CRM/ERP on the grounds that nothing is better then Dynamics.
- April L.Counselor/Assistant Project Director
Microsoft Dynamics 365 is an extraordinary programming to utilize. I prescribe Microsoft Dynamics 365 to all the forthcoming clients. It has extraordinary and splendid highlights. It is an efficient programming and its abilities are incredible. This software has given us numerous new capacities, for example, Upgrade dynamic Improve business measure results Drive advancement Improve business measure readiness Improve client relations/administration Drive income development Cost the board Improve provider or accomplice connections Make inward/operational efficiencies Lessen time to advertise
- Elizabeth W.Senior Director Of Digital Marketing
There are certain aspects that need to improve for a better performance; such as data loading and processing, which in turn kills the user experience as a whole. Not to mention the fact that the cost of some of the customization options available can be high. Anyone with little or no technical knowledge can start using the product, but as the level of customization required grows, experts and user guides will be needed. In my opinion they need to work a lot to make the user experience easier and the learning curve does not take so long.
- Rosalina M.Executive Assistant
Generally speaking, Microsoft Elements 365 is a strong stage that offers many highlights and capacities. While it may not be the best fit for each business, it tends to be an extraordinary answer for organizations hoping to combine their business processes, further develop efficiency, and scale their tasks. Nonetheless, organizations ought to know about the possible downsides, like the intricacy of the stage, cost, and restricted outsider mixes, prior to settling on a choice.