Excellent CRM solution for unique uses

I give points to its ability to mold, due to its dynamism at any level of complexity.

We have made the most of this product by using it together with an ERP, and in general Dynamics has been vital for tracking prospects and generating and organizing reports; maintaining order and productivity is not easy, but thanks to this type of tools there is always a solution.

Pros

I like the Fast Track team from Microsoft, the support they offer after sales has been very helpful. Plus it really listens to its customers, solving particular needs. I like having order by being able to gather customers in one place, sending mass notifications, a complete overview, and a good perspective of projects in the portfolio makes taking more accurate and safe directions. This CRM product from Microsoft has definitely raised the potential and will surely be a tool included for the future planning of our goals. Among other benefits it saves me time and also headaches with so many spreadsheets every day, there is less confusion and information is not lost.

Cons

1 The internal dashboards take a long time to load, this is an aspect that bothers me sometimes. 2 I consider this a minor flaw, the user interface needs to be modernized.

Microsoft Dynamics 365 Review

What our organization's overall experience is that all marketing campaign leads are assigned to salespeople who access Microsoft Dynamics CRM and then track and convert them into sales. Also used for services, indices are active until closed by the server. From lead generation to lead acquisition, everything is managed in Microsoft Dynamics CRM.

Pros

The completely offline features are what we loved for our Field Service. RESCO's flagship product offers plenty of flexibility and advanced functionality. But in general, it's a good way to empower workers in this space to provide mobility and be able to view tasks, customer records, contact information, and so on completely offline.

Cons

The product is not ready for release. The development suffers from system malfunctions and important features were removed from the release and roadmap without warning. I was also surprised to ignore non-US international regulatory requirements (currency exchange and management, existing ISO standards, VAT requirements). But what surprised me the most was Microsoft's general ignorance and lack of accountability. Despite many requests, I haven't spoken to anyone who can actually talk about product direction and roadmap. I was sandwiched between disconnected dev teams fixing a critical bug, but they don't seem to be talking to each other.

A Comprehensive Review of Dynamics 365: What You Need to Know.

I have been using Dynamics 365 for a while now and it has been a great experience. I love the fact that I can access my data from anywhere and that the system is so user-friendly. The support team is also very helpful and always available to help with any queries that I may have. Overall, I would highly recommend Dynamics 365 to anyone looking for a great CRM system.

Pros

There are many great things about Dynamics 365, but one of the best features is the ability to customize it to fit your business needs. You can configure Dynamics 365 to work the way you want it to, which makes it a very powerful tool. Additionally, because Dynamics 365 is cloud-based, you can access it from anywhere at any time. This makes it a convenient option for business owners who need to stay connected while on the go.

Cons

The Dynamics 365 interface can be overwhelming at first. It's not always clear what each icon means or how to access certain functions. Additionally, some of the language can be difficult to understand for people who are not familiar with business software. I also didn't like the way that some of the reports were formatted. It was difficult to find the information that I needed and to export it into a usable format.

Dynamics User - Financial Planning Company

Overall, I love using the tool, it helps me stay organized with clients and I love that task system for recurring monthly/quarterly/annual items.

Pros

I like that this software integrates with other Microsoft products - for example it allows us to save emails with the client of a button in Outlook. We were also able to have the software connect with an outside reporting tool so it has really added to consistency and productivity across the organization when it comes to managing clients, client meetings and overall tracking of activity and tasks.

Cons

I felt the that software has a bit of a learning curve and was not as easily adopting as other tools - we received training, I just feel that the interface is not as intuitive as others but once you get the hang of it, it works great.