Dynamics 365 Features

Cloud-Based Convenience: Being a cloud-based solution, it offers real-time access to critical data from anywhere. The cloud infrastructure also provides robust security, backups, and updates without much downtime or complexity.

Cost: For smaller businesses, the pricing may seem a bit high, especially when considering the full range of modules. However, the return on investment is significant if utilized properly.

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.

The future of this product is incredibly bright, and the cost of 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 have seen it grow and improve at a remarkable rate. With the introduction...

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I have had less than ideal interactions with support. Mostly they are positive, but often they do not know enough about the product and ask for information I already provided in detail upon initial case submission. That being said, this product is innovating and improving so much that it is unrealistic to expect all support staff to be 100% on top of their game. They should be, but realistically,...

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activity dashboard- it helps u remind u everything in the morning

not user friendly every time-account name sort inputs to be precisely given and cannot be accessed at single place

What I liked about it was that it was very easy to customize. All you need to do is look for the "..." button, and nearly anything and everything can be changed.

The flow wasn't ideal, and you had to use Dynamics 365 Business Central to create quotes or invoices. Salesforce has everything all together in one system and is SO much easier. The dashboard was very average and was one of few things I couldn't customize.

Very point-and-click to be able to store and update important data.

With so many areas to store information and documents it's hard to locate items at times.

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

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.

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...

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

Effortlessly access information on the fly during your daily activities. The mobile app allows you to review any previous customer history before heading out for a visit.

There appears to be a disruption in the connection to our primary database, leading to inaccuracies in the data that have not been updated.

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.

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.

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.

When it comes to lead generation in Dynamics 365, these are the most likeable features:1. Comprehensive Contact Management2. Automated Marketing Processes through integration with other systems3. Robust Lead Tracking and Analysis tools4. Customizable Dashboards for real-time insights5. Seamless Integration with Microsoft Technologies for improved collaboration and information sharing.These features make it possible for organizations to manage their customer interactions, automate lead generation processes, track and analyze marketing campaigns, monitor lead generation efforts, and collaborate more effectively, ultimately driving growth and achieving their goals.

One such area is the user interface, which some users may find to be less intuitive or harder to navigate compared to other solutions. This could result in a longer learning curve for new users or a less efficient experience for those who are used to a different interface.Another area of concern is the level of customization available in Dynamics 365. While the software provides a lot of flexibility...

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1. Comprehensive functionality: Dynamics 365 offers a wide range of features that cover all aspects of business operations, making it a one-stop shop for business management needs. From sales to marketing, financial management, project management, and customer service management, Dynamics 365 has got you covered.2. Scalability: The modular structure of Dynamics 365 allows businesses to choose only...

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1. Cost: Dynamics 365 can be expensive for some small to medium-sized businesses. The software has a subscription-based model, and the cost can quickly add up as users increase. Additionally, the software may require additional licensing fees for some of its advanced features.2. Complexity: Dynamics 365 can be overwhelming for some users who are not familiar with its structure and features. The software...

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Microsoft Dynamics 365 is a popular customer relationship management (CRM) and enterprise resource planning (ERP) software that helps businesses manage their operations and customer interactions. Here are some of the most liked things about Dynamics 365:Integration: Dynamics 365 integrates seamlessly with other Microsoft products, such as Office 365, SharePoint, and Power BI, making it easy for businesses...

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While Microsoft Dynamics 365 is a highly rated CRM and ERP software, there are some aspects that users may find frustrating or dislike. Here are some of the most commonly reported complaints:Complexity: Dynamics 365 can be complex, particularly for users who are new to CRM or have limited technical expertise. The learning curve can be steep, and some users may require additional training or support...

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It promises to deliver a comprehensive client management system, databases information for perusal by its users, and has a lot of potential.

The user interface is atrocious. Pages which should be full windows are contained in scroll bars in my browser window Tables within these windows are not scaleable and are improperly scaled. This cuts off row lables, column headers, and information which I would like to read but cannot Drop-down menus are not generated automatically Timesheets are sliding-windows nested within sliding-windows nested...

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"Dynamics" as the name suggests, would be true to call it fuel for all corporates.Loaded with tonnes of features and tools for easy access and quick solutions to all A to Z office-related tasks from every sort of documentation to Data visualization and analytics.Its functionality of auto-generated and suggestions for templates making it so easy to use.

Tools, and extensions Integration issues still need to be quicker and seamless.Support services have answers to usual common queries which barely happens to anyone, FAQ database should be reviewed and guided for specific modules.Still the memory occupancy for 365 is huge, lite versions would make it more easier to run on low ended sysytems.

Everything in one place such as Sales, Marketing, Finance, Field service, Customer Service, Operations and the automation which is not available in other products that are in the market right now. Most likable thing is customer support of Dynamics which I didn't see any other ERP or CRM team provide. It enables me in a real sense to be productive, intelligent in decisions and it was very very easy...

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It looks and feels kinda mashup of Microsoft Word, Outlook, Excel, etc then it's a bit difficult to use it with ease at the start, so the knowledge curve for the first time Microsoft product user is a little slower and challenging for the first time for the user who is not familiar with other microsoft products.

Utilize a user-friendly low-code platform that can be easily tailored to meet our specific requirements, Develop our own application or incorporate third-party apps seamlessly into the platform, connect to company system from any device via a cloud ecosystem

It would be convenient to eliminate the need for third-party tools like Experlogix and HubSpot, Global search function tends to freeze a lot

I mainly liked the scalability and customization possibilities that Dynamics 365 offers. Its modules are designed flexibly to adapt to the specific requirements of each client. The centralized administration and the complete control it provides over data and business processes allow me to comprehensively manage all the company's information. Cloud architecture facilitates remote access and collaborative work between teams. Microsoft complete ecosystem of partners provides a wide range of complementary solutions to expand its capabilities

The aspect that I was least satisfied with is that some traditional CRM functionalities are a bit limited as it is mainly an app platform. The learning curve is also somewhat steep for users without experience in these types of solutions. The costs associated with additional modules and licenses can increase if a full deployment of all its capabilities is required. Maintaining security updates and patches also implies latency until complementary solution providers incorporate them

Utilizzo da anni la piattaforma nell'ambito del processo di vendita. Il sistema è una delle piattaforme più complete sul mercato con una copertura end-to-end dei processi che impattano sulle relazioni con i clienti dal marketing, alla vendita al supporto e non solo. E' molto flessibile e di facile utilizzo, si adatta bene pertanto sia alle grandi aziende che alle piccole aziende anche per via della...

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Pur essendo una piattaforma dall'interfaccia semplice ed intuitiva necessita sicuramente di una buona formazione iniziale per consentire all'utente ed all'azienda stessa di sfruttarla al meglio, non solo nelle funzionalità di base ma anche nelle varie funzionalità più avanzate che offrono decisamente dei vantaggi. Il sistema infatti ha una copertura funzionale molto vasta ed articolata con continui collegamenti tra una sezione e l'altra. Altro aspetto importante è certamente il costo. Dynamics si colloca sicuramente tra le piattaforme di livello alto e per questo anche i costi sia di licenza ma anche di implementazione e manutenzione possono non essere alla portata di tutti.

Dynamics 365 is an exceptional business application suite that offers a plethora of services to help organizations manage their day-to-day operations efficiently. The suite offers a wide range of services such as Sales, Marketing, Customer Service, Field Service, Finance, Operations, and Human Resources. The cloud-based solution provides a flexible and scalable infrastructure that can be customized...

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However, there are also some disadvantages to Dynamics 365. One potential drawback is the cost. While the suite offers a lot of services and features, it can be expensive for small businesses. Additionally, the customization process can be complex and time-consuming, which may require hiring outside consultants.

Sales and Marketing has been on the rise like in the last 3years and many people are opting for it because of the freedom on your time and even you deciding what you will earn at the end of the day as well as leverage over your time. And this is where Dynamics 365 comes in to make your business operations soo seamless as well as maximizing on earnings. It is an absolute answer to businesses. First...

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To be honest i have used Dynamics 365 for over 2years now and I have not experienced any downside at all. It even amazes me on it comprehensive capabilities and the fact that it can be used across multi-department is just soo fulfilling

The best features about Dynamic 365 are:- The ability to be a one shop stop for all the relevant data.- Ability to lock fields to prevent access levels and incorrect data entries.- It serves as the primary document of reference for us.- Ability to have multiple columns and hold high amount of data.- Since is it linked to one drive, the chances of loosing data are minimal.- The option to add notes in...

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- having that much information at one site also increases the risk of mix up and chances of data loss.- The maintenance of the system can be longer thereby putting a complete pause on the ability to work.- Having multiple linkage to the material is sometimes represented in a cluster which cause confusion.- The app runs slow at times - Ease of use is not the best as the system is bit complicated to navigate.