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Dynamics 365 vs Method CRM: Which is best for you?
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Features
- For salespeople, it removes a lot of the usual admin - meetings are quick to log, and the Microsoft 365 integration makes a real difference, allowing calls to be made directly from the platform while automatically capturing and recording meetings.
- There is nothing I would say I dislike about dynamics 365, however we do have some intermittent problems with certain add ins we use such as the CRM to Genesys softphone not loading for our advisers and contact centre agents which can cause some operational issues from time to time.
- It pull all the info needed from Quickbooks, and gives our customers an easy way to submit repairs, approve repairs and pay for repairs.
- You can get a hold of people via chat, but they are incompetent and have to refer every issue to the "back office" and that can take days to get a reply.
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