Dynamics 365  is a great app provided by Microsoft to run your business. Being a part of the Microsoft is a huge advantage as it becomes more integrated to other MS Office programs.

It needs some customization for your need and sometime it gives you errors and that is little unlikely to be in Microsoft products.

It is nice software, easy to use. The UI is also good, neet and clean.

It's very easy to navigate and if you need help, the help box is right there. If you need live help, you can always contact a rep to help.

I really like this integration of Microsoft and the way it is set up to help expand on project and business management.

Great for our sales department to track leads. The best part that will help with my job, fewer spreadsheets to use.

For my role, Dynamics provides excellent task/case/customer management features allowing me to resolve customer issues quickly and provide better overall service.

The support team is very prompt and helpful, with their help you can use Dynamics to the best of it capabilities.

Since having this product, we have seen an increase in company revenue due to increase in sales as this product helps us to facilitate communications between the company and its clients.

Very helpful in providing information and solutions with content that can be accessed quite easily. The price is also very affordable.

It user friendly with good interface and very easy to understand. Microsoft Dynamics 365 allow agent to open and resolved cases on the dashboard.

Overall experience of this software is preety much better then others. I would says it's just amazing and very easy to use.

Honestly the cost is considered acceptable, the level of help and support is very good, Microsoft is more and more surprising for a better future.

It turns some people off to products when they have to wait for a live agent, and even worse- that's the only option. I didn't make this a priority simply because I'm not in the category.

Hence it is the useful software for the good customer reporting.

Overall my experience is great. It is terrific value for your money and does the job better than most CRMs.

Great app to use dynamics on the. Go, works like a charm, easy to use and you will find more attractive thing in here.

I like most that this software is easy to use and customer service is very responsive. I would recommend this to friends.

This tool allows you to make decisions quickly and effortlessly. It is also nice because it can be integrated with other systems.

Great in programmatic management of product properties. It's an excellent tool in helping online sales and helping in customer retention.

What I had liked most about this software is because it has very good qualiy and IT can give me satisfaction.

The thing that bothers me most about software is that some features are hard to tinker with.

I dont like the fact that the information is stored in the cloud because if you do not have the internet you are unable to to access i.

My overall experience with this software so far is very good. They constantly try to improve and add more fantastic features.

Hence, it is a useful software for good customer reporting.

Dynamics has been a great addition. Our sales team has learn to make small customization and our Finance teams love how powerful it is.

It just was a poor design of software it should have been a step by step tutorial but if wasn't it was jus ban there you go.

A necessary evil that I'd rather not deal with, but I have no choice but to do so.

I also tried one of the best introduced versions Flow/Power Automate and Canvas Apps which is amazing. What I like the most is that it is very easy to use and it gives more value to my money.

Microsoft Dynamics 365 has been an excellent software in management of sales tracking ability. It has been helping our team alot in fulfilling customer's CRM needs at ease.

Dynamics 365 is the perfect combination of a world class ERP and CRM. The customer and lead management is outstanding with countless options to simplify daily tasks for users.

Excellent, customer service is great, personal. The best of usable computer software but managed by an actual human with genuine service in response to any questions or problems.

Very quick friendly first hand help and advice. I haven't seen another software package that can match this for value.

I guess the only negative is you pay a monthly overhead for it, but it's such a time-saver that you don't begrudge them charging a few quid.

The estimating  functionality is excellent and allows for quick and accurate estimates. The interface is also user friendly and easy on the eyes.

I haven't ventured much into other features that are on offer so my knowledge is limited.

Very good software and runs most of my business. Also the price is really great compared to most others.

Honestly, I’m finding it difficult to think of anything negative to say. Anything that’s been an issue has been dealt with promptly, these guys have their finger on the pulse.

Absolutely brilliant from the layout, ease of use, quoting and invoicing and the customer service and willingness to improve is the best I have experienced.

Unless there is already one and i haven't found it. To flag up the odd typo.

Excellent time and money saving App for professionals.

Jobs are easily quoted for and converted to active jobs that can be distributed to the team with ease. It's straight forward and that's exactly what I needed-no fuss.

I have found the software easy to get on with. It is good to be able to get from first quote to being able to take job through to completion.

Very pleased with the help they provide when needed and how straight forward the site is to use.

Been using this CRM system as a small tradesman and feel for the price it’s an excellent product. I have had great support from them and feel a valued customer.

With myself not being very good with technology my tradebase is very simple to use and easy to guide through the settings.

Been good to help organise jobs, everything all in one place- you can save files / pdfs to the customer file.

The software is perfect easy to use, nice layout, streamlined.

The site is easygoing to navigate,  its colourfulness appearance makes it good to use and impressive for the customers.

Can schedule appointments work dates which can be linked into my iCal. Gives a good overall picture of invoices to send payments due.

It really needs an offline app asap it is the only factor letting it down.

Customer service is always quick to apply as well, the software send me weekly updates on Monday regarding finance.

Great value for money compared to other products.

My overall experience of using this is it’s a great system that works for our company.

US Dollar

Microsoft Dynamics 365 is a cloud-based CRM ecosystem for small, medium and enterprise organizations, with a focus on Sales, Field Service, Customer Service complete with strong integrations with Microsoft’s other Office 365 offerings like Teams, Outlook, Excel & Word.

The Microsoft Dynamics 365 ecosystem has offerings ranging from lead and opportunity management, marketing, field service, IOT, customer service, mixed reality and project service automation all allowing for a more frictionless engagement with your customers.

Microsoft Dynamics CRM is available for software-as-a-service (SaaS) deployment as well as on-premises complete with a nice user interface for mobile and desktop as well as a technology stack that ensure database security. Dynamics 365 also offers strong API capabilities to help integrate to your other critical systems.

LongDescription

Support Ticket Management

Employee Management

Forecasting

Multi-Channel Marketing

HR Management

Purchase Order Management

Status Tracking

Internal Chat Integration

Lead Capture

Document Storage

Activity Tracking

Customer Segmentation

Dispatch Management

General Ledger

Bank Reconciliation

Financial Analysis

Sales Pipeline Management

Supply Chain Management

Task Scheduling

Financial Management

Calendar/Reminder System

Project Management

Knowledge Management

Pipeline Management

Customer Database

Calendar Management

Collaboration Tools

Activity Management

Sales Trend Analysis

Campaign Scheduling

Warehouse Management

Scheduling

ROI Tracking

Data Import/Export

Campaign Planning

Lead Generation

Email Templates

Consolidation/Roll-Up

Integrated Business Operations

Self Service Portal

Contact Management

Content Management

Lead Management

Multi-Currency

Email Marketing

Mobile Access

Fixed Asset Management

Online Invoicing

Sales Reports

Dashboard Creation

Compliance Management

Performance Metrics

Multi-Department/Project

Training Management

Data Connectors

Expense Claims

Multi-Channel Communication

Marketing Automation

KPI Monitoring

Lead Segmentation

Workflow Management

Email Management

Budgeting/Forecasting

Visual Analytics

Activity Dashboard

Invoice Processing

Reporting & Statistics

Knowledge Base Management

Data Visualization

Invoice Creation

Time & Expense Tracking

Accounts Payable

Chat/Messaging

Work Order Management

Customizable Templates

Cash Management

Mobile App

Billing & Invoicing

Conversion Tracking

Lead Nurturing

Interaction Tracking

Expense Tracking

Income & Balance Sheet

Customizable Branding

Spend Management

Asset Lifecycle Management

Reporting/Analytics

Contact Database

Trend Analysis

Lead Qualification

Accounts Receivable

Payroll Management

Single Page View

Supplier Management

Requisition Management

Customer History

Point of Sale (POS)

Third-Party Integrations

Maintenance Scheduling

Customer Insights: From $1500 Per tenant/month
Customer Voice: From $200 per tenant/month
Sales Professional: $65 per user/month
Sales Enterprise: $95 per user/month
Sales Premium: $135 per user/month
Microsoft Relationship Sales: $162 per user/month

Please contact Microsoft for further pricing details.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

2-10

11-50

51-200

201-500

501-1000

1000+

Dynamics 365

Documentation

YourTradeBase is a cloud-based handyman solution designed to help businesses in the construction, plumbing, landscaping, cleaning, HVAC and other sectors streamline processes related to quoting, job scheduling, invoicing, payment processing, lead tracking and more. Professionals can use templates to create customizable quotes by adding brand logos, colors or accreditations and send them to clients via email.


Using YourTradeBase, electricians can add notes including images, measurements, client preferences and contact details to job schedules and access saved details from multiple locations. Administrators can manage teams, track job activities on project pipelines and receive reminders about overdue invoices. Additionally, businesses can gain visibility into expenses, deposits, quotes and invoices, among other metrics on a centralized platform.


YourTradeBase connects with Xero, which helps professionals synchronize customer and payment details across systems. The product is available on annual or monthly subscriptions and support is extended via FAQs, documentation, email and other online measures.



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