We have enjoyed working on the Dynamics CRM and it has greatly assisted us in customer and lead management across departments and the companyu.

Dynamics has assisted us in establishing streamline sales process and opportunity tracking that is done consistently across all sales reps and the department. Dynamics also allows easy gathering of the touch points done with each client and how they were executed.

Setting up custom features, security , and limited access is all available but does require some in-depth knowledge and fine turning to get it just right.

We used Microsoft tools in our entire organization. The best part of getting Dynamics 365 was the easiness of integration. All softwares and online tools work very well altogether. We never had any compatibility issues or we never spent much time to integrate other systems to MS Dynamics 365. Moreover, majority of the other tools we used already had the integration option to it. As a salesperson, I used CRM every single day. I like the contact management. Since I use Office, it was so easy to use email and Skype together on the CRM, and I was able to keep a track of every single action. I was OK to use it but if they could improve the UI, it can be a great tool. They may offer some packages for smaller teams as well.

Easy integration with the other tools - even they are not from Microsoft CRM gets the job done Easy contract management with DocuSign and MS Drive CRM structure for the leads and potentials Customization options Reports are enough for a regular sales team but it is possible to get custom and advanced reporting Access management is better than many other CRMs

The user interface can be improved The whole system for CRM is too rigid and not that user friendly like a few other competitors It is a good solution for large companies but if you have a team less than 50 people, maybe there could be more budget options - of course with less features

Dynamics CRM has been a great investment bringing our sales reps into the digital age when creating sales reports. Management can easily review any sales leads or complications from the web or mobile app.

Easily can access details on the go for your daily runs. Can look into any prior history on a customer you're going to visit from the mobile app.

The connection seems to drop off from our main database causing some incorrect data that hasn't been updated.

Overall, my experience with Dynamic 365 is satisfactory as I use it to generate reports, look for information, or analyze data. This software may be difficult for new users if they have to use it on a daily basis for recording transactions, exporting GLs, trial balance, etc.

The thing I liked most about Dynamics 365 is you can create preset reports so you can just use it whenever it is required. We have preset reports for audit to provide sales and purchase samples to the auditor semi annually, all we have to do is change the date in the parameter.

The least like about Dynamics is how to export reports for a GL account. I think there is a few steps to get to a page to export the data. I also dislike how the data exports for trial balance detail/summary and general ledger details. It will take a significantly long time to export data for a full year. If it does export, the PDF will be too big and take some time to open and It also lags when you scroll through the PDF. There is also quite a few settings you have to set before you can export the data, which is not intuitive.

This is a new system to us. We were searching for a more modern ERP/CRM system to our current and found Dynamics 365 which impressed a number of colleagues within the selection process. The system is for full inventory end to end sales and stock processing. The training and delivery of the system is simple. The activity management good which is great for traceability and audit trails.

To deliver and set up the system you ideally need an internal expert or you will be looking at a consultant to do this at extra cost to the purchase of the system.

Dynamics 365 offers integration and centralization, scalability and flexibility, a cloud-based solution, analytics and business intelligence, seamless integration with the Microsoft ecosystem, and strong customer relationship management capabilities

Dynamics 365 can be complex to navigate and configure, it may have high costs, and there are limitations to customization options

It is satisfying to be able to run reports in real time and make assumptions on those.

Its advantage is that it belongs to Microsoft, which allows it to be optimally integrated with complementary applications such as Microsoft Azure, and thanks to the aforementioned integration, it can predict customer behavior through machine learning models.

The disadvantage is the cost, and for companies with advanced regulatory metrics it generates an effort to assimilate to those already established.

the fact of grouping all on the same tool makes it easier for agents to do their research

I find it an easy tool and I can't find a part I don't like

I had great Experience it's Reduce my manual work and make me more efficient.

It's a new generation of Data analysis helps us to manage and track our sales and Lead Managment. Dynamic 365 is a tool which enhance our work and reduce time and become more cost effective.

it's pricing is So high it's must be bit more affordable.

Great experience. The products are cool to use especially for your business

I like the features to help me use for my business and it helps me so much. This saves ne alot of time

The customer service needs improvement. I call them and sometimes it takes long to reach someone if you have questions

Where different data inputs are needed for a marketing campaign Dynamics 365 is making our lives easier.

I like its ability to compile consumer data very fast and does nor create a lot of problems where external vendor support is needed.

I dislike the fact that sometimes it glitches a lot in OS environment more than it does in windows environments.

Overall, I have been very pleased with my experience using Dynamics 365. The system has greatly improved our operations and has helped us to become more efficient and effective. The wide range of features and tools available, as well as the ability to customize the system to fit our specific needs, has been invaluable.

Dynamics 365 is a powerful and comprehensive business management solution that has helped streamline our operations and improve efficiency. The user interface is intuitive and easy to navigate, and the system offers a wide range of features and tools that can be customized to fit our specific needs. The integration with Office 365 is seamless and has greatly improved collaboration and communication within our team.

The initial setup and implementation of Dynamics 365 can be a bit complex and time-consuming, and there is a bit of a learning curve for new users. The cost of the system can also be a bit on the high side, especially for smaller businesses

Overall, I would recommend Dynamics 365 as a great solution for managing financial transactions. The wide range of features, along with its integration with other Microsoft products, make it an effective and comprehensive solution.

As a finance professional, I found Dynamics 365 to be an effective and comprehensive solution for managing complex financial transactions. It is user-friendly, with a wide range of customizable features that make it easy to set up and manage. The integration with other Microsoft products, such as Excel and Office, is seamless, making it an ideal solution for any organization.

Despite the many advantages of Dynamics 365, there are some downsides. The cost of the solution can be a bit steep, especially for smaller organizations. Additionally, the complexity of the system can be a bit overwhelming and the learning curve can be quite steep.

from my experience on the automotive business using this product was a lot more better to go far in time into the first products of microsoft ,its easiness while interacting with your acceptable intuition uploaded for years into my memory helped me to escape so much time and filling it by learning so many other skills in the service of business , i have learned that time is money , my thought was aligned with the comprehend of the product which maintain your fuction into simplicity fasteness while its cost compairing to other products mostly cheaper

during the lifestyle of business , i have never faced so many different tasks that wasn't easy going but using the dynamic 365 from microsoft , which i have curious about its fast developement and improvement during the last 1 years by it didnt suprised my knowledgeable first sight on microsoft software during years of my work ,since the dynamic helping me to most simplified the business tasks for me while learning others future skills allowing me to go through minimizing the time of spending on other busines tasks , especially with standpoint which helped business to grow faster by includingall the organization with most fixed sales teams tasks

one the most strenghts of the dynamics 365 if your business during the last 10 years familiar with other microsoft product like microsoft office 365 ..., you will find that is most of all similar to the simplified menu of microsoft product since that microsoft didnt lost its flavors of maintain the same aroma while you will taste navigating throughout ths dynamic 365

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.

Dynamics 365 contains a comprehensive portfolio of applications, ranging from finance and operations to sales and customer care. This makes it an excellent choice for businesses trying to streamline their operations and boost their overall productivity.Dynamics 365 is extremely adaptable, allowing customers to customise the platform to their own company needs. This facilitates the creation of workflows, the automation of procedures, and the streamlining of operations.Integrates smoothly with other Microsoft products such as Office 365, SharePoint, and Power BI, making it simple to exchange data across platforms and gain a more comprehensive perspective of your organization.Dynamics 365 is a cloud-based solution, which means users may use the platform from any location with an internet connection.

All intricacy: Elements 365 is a mind boggling stage, and it can require investment to figure out how to utilize its highlights and capacities. This can be a hindrance for private companies or those with restricted IT assets.Cost: Elements 365 can be costly, particularly for organizations that require countless clients or customizations. This can make it a less alluring choice for private ventures or new businesses.Restricted outsider combinations: While Elements 365 coordinates well with other Microsoft applications, it tends to be more difficult to incorporate with outsider programming. This can restrict the stage's handiness for organizations that depend vigorously on different devices.Execution: A few clients dislike slow execution or framework crashes, especially while involving the stage for complex errands. This can be disappointing and problematic for organizations that depend on the stage for their everyday activities.Support: While Microsoft offers help for Elements 365, a few clients disapprove of slow reaction times or pointless care staff. This can make it challenging to get the assist you with requiring when you run into issues with the stage.

My experience with Dynamics 365 has been extremely positive. The software has helped me to streamline my operations, improve efficiency, and make better decisions. I highly recommend Dynamics 365 to any business looking to improve their bottom line.

Dynamics 365 is a powerful tool that provides a wide range of advantages for businesses of all sizes. One of the main advantages of Dynamics 365 is its ability to integrate with other systems, such as Office 365 and LinkedIn, allowing businesses to streamline their operations and improve efficiency. Dynamics 365 also offers a variety of features that can help businesses automate processes, such as sales and marketing automation, customer service automation, and project management. Additionally, Dynamics 365 provides businesses with a comprehensive view of their data, allowing them to make better decisions and improve their bottom line.Another advantage of Dynamics 365 is its scalability. Whether a business is just starting out or is a large enterprise, Dynamics 365 can be tailored to meet its specific needs. This means that businesses can start small and grow as they need to, without having to invest in new systems or migrate data.Finally, Dynamics 365 provides businesses with a robust security system that ensures that their data is protected from unauthorised access. This includes multi-factor authentication and encryption, as well as compliance with industry standards such as SOC 2 and ISO 27001.

In all aspect its great but price is slightly higher on side.

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.

The following are what I mostly like about Dynamics 365:1. Integration: Dynamics 365 integrates with other Microsoft applications, as well as third-party tools, making it easy to manage data across multiple systems.2. Customization: Dynamics 365 is highly customizable, enabling organizations to tailor the software to their specific needs and workflows.3. Scalability: Dynamics 365 is scalable, meaning it can grow with the needs of the organization.4. Cloud-based: Dynamics 365 is cloud-based, making it easy to access and use from anywhere, on any device.5. Business intelligence: Dynamics 365 includes powerful business intelligence tools that enable users to generate insights from data and make informed decisions.

Below are some of the limitations of dynamics 365:Cost: Dynamics 365 can be expensive, especially for smaller organizations.Complexity: Dynamics 365 can be complex and difficult to set up and customize, requiring significant technical expertise.Data security: As with any cloud-based software, there are concerns around data security and privacy.Training and support: Organizations may require additional training and support to fully utilize the features and capabilities of Dynamics 365.Limited offline access: Dynamics 365 requires an internet connection to access, so offline access may be limited or unavailable in some situations.