Microsoft Dynamics is a customer relationship management solution designed to serve businesses of all sizes. The solution is used across various industry verticals such as government, financial services, manufacturing, healthcare, retail, professional services and education.
Dynamics CRM offers following core functions - sales force automation, marketing planning and automation, social listening and engagement, customer service (including robust call center and field services solutions) and analytics. The solution works seamlessly with Office365, SharePoint, Yammer, Skype, Cortana Analytics, PowerBI, MS Azure.
Dynamics CRM provides a native Microsoft Outlook client, browser-based and mobile access, role-tailored design and advanced user personalization. Inline business intelligence is available via pre-packaged, real-time, and drillable dashboards, with the flexibility to create custom ones as well.
Dynamics CRM utilizes Windows Workflow Foundation to provide a robust engine for business process automation. Users can implement simple and complex process automation and also leverage machine learning for proactive, actionable insights.
Dynamics is offered both in the cloud and on-premise and is built on the .NET framework. Users can also access the solution on their iPhone, Android or Windows mobile devices.
Ty C. Branche: Papier & forstwirtschaftliche Erzeugnisse Mitarbeiteranzahl: 10.001+ Mitarbeiter
I have tried other CRM's in my career but none of them come close. The future of this product is incredibly bright and the cost to entry is so low that there is no reason not to give it a shot if you think it can help you. The Microsoft account management team will work with you to find the right fit for your needs and set you up for success.
I have used this software for over 7 years and over those years have seen it grow and improve at a remarkable rate. With the introduction of Flow/Power Automate and Canvas Apps the abilities of this business application stack are unmatched. You are truly only limited by your own imagination. Microsoft provides great account management resources that will help keep you on the cutting edge.
From a price perspective, Dynamics is very competitive. What you get out of the box cannot be touched by any competitor namely, Salesforce. You will spend a fortune to get the same utility from a Salesforce implementation.
Salesforce and competitors also do not have anything like Azure. Having all of your business application ecosystem under such an umbrella is incredibly powerful.
I have had less than ideal interactions with support. Mostly they are positive but often times they don't typically know enough about the product and will ask me for information that i already provided in detail upon initial case submission. That being said, this product is innovating and improving so much you can't possibly expect all the people supporting it to be 100% on top of their game. They SHOULD be but realistically you are going to run into people that are just intermediaries between you and someone that can actually help. This isn't really a Dynamics issue at all but you will need to rely on support if you go with an online installation.
Sarah O. Branche: Einzelhandel Mitarbeiteranzahl: 2-10 Mitarbeiter
Overall this can be a fairly complicated software if you're used to more simple PM websites like Trello or Teamwork Projects. However, it is so customizable that it will basically work for any type of industry you're in. It helps us see all of our data, projects, production, and customer service in one spot instead of using different websites/softwares for each aspect of the business. I would highly recommend Dymanics, but go through their internal team to get it set up and take some training sessions first.
This is by far the most customizable project management software I have ever used. It helps keep our entire team on track, from the customer service to product team. We are able to write all the necessary information into every single job and track where it is in our system. We love the ability to tailor this platform to our specific needs. You can pretty much make this software work for any type of company you're working in.
This can be extremely frustrating and take a long time to set up and learn. If you transfer information over from a previous PM software, be prepared for a ton of copying & pasting. Luckily the Dynamics internal team was able to set everything up for us with a little direction, and we were back a forth a lot to get the platform to where we wanted it to be. After that, it took many tutorials and training sessions to learn all the ins-and-outs of the website, but it was worth it in the end.
Julia T. Branche: Anwaltskanzlei Mitarbeiteranzahl: 201-500 Mitarbeiter
We are not using the application at all in the way we had envisioned and I am looking at other Microsoft partners that could help as well as altogether switching to other applications for contact management.
I chose Dynamics 365 because we are already using Microsoft products and wanted a seamless integration to our CRM. I was drawn to the simplicity of the application and ability to customize within the application from the demo.
When I started working with a Microsoft partner to customize the application, I quickly became frustrated due to the number of errors and roadblocks that came with the integration and implementation process. I had evaluated our situation very carefully to ensure we had the required technical specifications and would be a good fit for our company; however, I was thrown off by the requirements that we could not face.
Luke T. Branche: Informationstechnologie & -dienste Mitarbeiteranzahl: 51-200 Mitarbeiter
It is undoubtedly a software that takes an important factor in the management makes customers since being based on the cloud allows to keep the integration of the data apart the administration of the information becomes simpler and in an environment that significantly improves productivity and optimizes management time.
It is one of the best CRM due to the ability it offers in relation to customer service and other aspects that favor in terms of productivity of the company, in addition to integration with Microsoft Office tools favor many aspects when working and the the best point in favor of the software is that all the management is in the cloud, offering apart an interface that keeps everything in order according to our needs.
So far it has been a pleasant experience to use this software, I think a trial version is necessary for potential customers to enjoy an experience and see for themselves the capabilities of this product.
Patrik O. Branche: Informationstechnologie & -dienste Mitarbeiteranzahl: 1.001-5.000 Mitarbeiter
Not using it productive yet, but looking forward to have a journey with D365FO and CE.
It's developing like crazy. When you compare what was the status of D365(FO for example) one year ago and what it offers today (including the growing Azure stack) you will see how it improved in the past and the train keeps driving really fast. Easy to get access to preview features and you can be part of the process by giving feedback to MS directly.
Some functionaly still under development which means you will hit a wall with some of your requirements when upgrading form an existing ERP solution.