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Dynamics 365

ERP and CRM applications from Microsoft

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Dynamics 365 Reviews - Page 3

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4,165 reviews

Recommended

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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One of the best ways to offer a first class service to your clients

Reviewed 3 years ago

In general it is a very complete CRM that allowed me to go a step further in terms of marketing and the projection of my service to my clients, naming the portfolio of potential clients, giving me more field of work.

Pros

One of the advantages of this CRM with respect to others, is that it combines all its Office applications with its own operation, making the learning curve shorter, seeing productive results much faster, it is cross-platform and accessible from anywhere, so you can always be aware of your customers, offer services and know if they have any questions or requests about the development you are doing for them, or the service you offer, their functionalities with respect to marketing are very complete and powerful, print graphics based on the impact of your campaigns, how many customers you got, all these data allow you to create and improve your marketing projecting your product more and more.

Cons

The price increases a lot as you are adding more users or require more features, you must keep in mind what you need and in advance to know or have a notion of how to use it to be worth the expense

Overall Rating
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  • Ease of use
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  • Likelihood to recommend8/10

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the management of a company

Reviewed 2 years ago
Pros

In this new version of Dynamics we find a more minimalist aesthetic that is pleasing to the eye. Being able to develop the functionalities in Vscode is a great change that enhances this tool.

Cons

I think I'm still missing a much simpler report manager to develop and unify the programming language since C / AL was not relatively simple. Also made in the absence of previous versions to be able to modify to taste every screen for an optimization in the work

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  • Ease of use
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  • Likelihood to recommend7/10

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Functional if clunky enterprise database solution

Reviewed 3 years ago

The functions of Dynamics CRM are what sets this product out as one of the best out there. However, that doesn't mean it is at all easy to use for a novice or intermediate user. However, from a business stand point it is reliable and has served us well over many years.

Pros

When it comes to information storage and retrieval, Dynamics works well. The available data fields for customer data are extensive which make sorting vast amounts of data easy. The different functions available to marketers is very good as it allows us to segment pretty much any type of data as and when it is received. The integration of Dynamics with various APIs has also been easy for us, whether it's our front-end website or a 3rd party API like Trustpilot.

Cons

The interface is very dated. If you don't know quite how to do something you are going to struggle as it is very much busy menu after busy menu. The logic behind the user journeys doesn't seem quite right and there is a real lack of thought gone into making the software work well in the modern IT age. It can also be very expensive depending on what you need out of the product.

Overall Rating
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  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Is a line of business resource planning software for the optimization of the organization.

Reviewed 4 years ago

Is a program that offers a series of tools, complementary information, organization methods, and load templates of basic information that were used for the determination of processes of our organizations being a guide of great help. Allowed to define the processes of the instances of support for the executive direction, the objectives of the substantive directorates, and the goals of the regional instances, through integrated actions in the short, medium and long range.

Pros

I like it for the following reasons: ability of the program to adapt to the operational requirements of the company based on standard and reliable industry technology. It is easy to acquire and use by the organizations that start in the productive processes. It has a model of extensible data and allocation tools that facilitate the creation of solutions that meet the expectations and needs...

Cons

During the start-up of a model at Microsolf Dinamic for the evaluation of projects with viable purposes, a series of discomforts were presented in the implementation process because it was not adapted to the organization, for when a lot of time was spent looking for ways to adapt the models offered by the system and benefits to the demands of the company. It is a structured, organized and defined program for a high level company, because, when using it for organizations that are starting, it is difficult to implement the tools. presenting the risk that said program is not the one indicated for the organization. It is recommended to define the characteristics, objectives, goals, processes, structures and functions of the organization before starting its use.

Overall Rating
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  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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I can no longer live professionally without Microsoft Dynamics 365.

Reviewed 10 months ago

Honestly, I like almost everything about Dynamics 365 for its incredible versatility, fluidity and effectiveness. Nowadays, I can't imagine myself working without this ingenious software. It's a true "ecosystem" of business apps in one and it's worth every cent that my team and I pay for it.

Pros

In my opinion, Dynamics 365 is one of the best professional digital tools ever. I've been working as a team in digital marketing for years and I use it in almost everything I do. - It's an excellent tool for planning and team collaboration. - It's an excellent ERP with payroll and inventory management. - Great in programmatic management of product properties. - It's an excellent tool in helping online sales and helping in customer retention. - It helps a lot in saving IT costs. - And much more....

Cons

Honestly, so far I haven't seen any major defects in Dynamics 365. There are some small drawbacks that are normal but do not influence at all his productivity and effectiveness. Like everything in life, there is nothing 100% perfect that pleases everyone.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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CRM'S Game changer with infinite potential.

Reviewed a year ago

Dynamic 365 on a large scape is indeed a very great software. Since inception, we have recorded remarkable sales while greatly saving on costs. With such competitive prices, no enterprenuer could afford not to embrace such a software. We have uncovered infinite potential with 365 and will not fortfeit the services, not now and definitely not in the near future.

Pros

Dynamic 365 ability to intergrate over a dozen features that address several of our CRM and ERP needs could only be termed as a game changer. It offers multiple crucial features ranging from market automation intergration to social media intergration. We have used the array of tools to make communication to our clients, adress our target audience appropriately and for the record, the results have been consitently impeccable.

Cons

with the variety of functionality, new users have quite a hard time and this may trigger your organisation to invest more in training its team. It is also worth noting that with a slow internet connection, you will waste time navigating the software especially refreshing the pages.

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  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Dynamics review

Reviewed 2 years ago

Over all experience has been good. It has helped us to show how many opportunities are won vs lost. Also helps track how many calls/visits are made in any given time frame. Also helps to show work loads etc.

Pros

I like that it is cloud based and can be accessed anywhere. Licensing is easy. Ability to be linked with Outlook makes it easy to add in data to CRM.

Cons

Some of the customization for reporting is not simple and takes a lot of time. They should make more basic reports available and an easier way to create custom.

Overall Rating
  • Value for money
  • Ease of use
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  • Customer support
  • Likelihood to recommend9/10

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Microsoft Dynamics

Reviewed 2 years ago

My overall experience during the implementation was not very good. However, I now enjoy using the software very much and its much better.

Pros

I like that Microsoft Dynamics is easy to use and has many features to manage customer information. In the beginning it was slow and difficult to use. However, Microsoft has stepped up it's game and fixed many of the issues it had. I also like that it the tool interacts with other software to make our job easier.

Cons

I don't like that it can get very slow at times. Additionally that the engineers are not very flexible with features changes, however, i am sure they have a reason for this.

Overall Rating
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  • Customer support
  • Likelihood to recommend10/10

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Dynamics CRM helps in achieving ‘overall objectives of a business’

Reviewed 3 years ago

It's not limited to a CRM, but an integrated package connected to a wide range of Microsoft resources. The back up by Microsoft professionals will definitely help for customization and gain the full potential of the system.

Pros

Every business wishes to cherish her customers. Therefore CRM has become a professionals responsibility for which many CRM products have evolved in the business world. Microsoft Dynamics 365 CRM has undoubtedly become the professionals choice for obvious reasons. As Dynamics CRM smoothly integrates with other Microsoft products it’s a preferred choice of many. It off-loads a professionals weight and...

Cons

Affordability is an issue for small companies.

Overall Rating
  • Value for money
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  • Customer support
  • Likelihood to recommend8/10

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Dynamics is great!

Reviewed 2 years ago

We are impressed with the customization on the Cases features, and how we can create required and no required fields. Also how the accounts are located, and fill in the case details by default. Overall we are very happy with the product and recommend it to anyone who is needed a CRM for case and sales tracking.

Pros

We use dynamics to track incoming cases for one of our larger customers. We create new services cases, as well as use the Accounts, and Sales related features.

Cons

The Save Icons are sometimes too small and hard to find.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Top CRM Software -Great To Use

Reviewed 2 years ago

It has enhanced graphics features and is the best CRM tool I have used so far.

Pros

Microsoft Dynamics does integrates with Outlook and even Microsoft Office so I am able to use Microsoft Dynamics or Outlook to correspond with clients and business partners. Its very user-friendly and new users can easily find accounts and account information on one screen with links to various contacts. As the dashboards are very easy to customize, it is also easy to install third-party managed solutions into Microsoft Dynamics CRM right from the marketplace where you can search for all other useful solutions. Last but not least feature of this App is that it has very brilliant reporting features in views where users can create and export them to Microsoft Excel for further processes.

Cons

1. When it comes to metric calculations the tool is quite complex on that curve. It should be made to execute calculations with ease. 2. The tool could be very complex for novice users. Both interface and features. 3. Payment methods with Microsoft Dynamics AX like ACH and Wires are quite passé. The experience with these modes of payment can be a little clumpy. 4. The capability to export data is complex to develop and set up for various entities. Users must create their own query and manage rather than one saved query that can be accessed by various users.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Robust CRM with extended features

Reviewed 3 years ago

MS Dynamics is indispensable for our management training company. I'd like to give a shout out to XRM which does a spectacular job of supporting the product.

Pros

It sustains our business. We have a multi-stage sales process and we've set up the CRM to support each step. The workflow flows nicely and we've created dashboards which incentivize our sales team. There are add-ons available which enrich functionality; for example we add leads and contacts to marketing lists which sync with Mailchimp.

Cons

The user interface could be better. It reminds me of UIs circa 2001. There's a feeling that it's been developed for techies by techies. If Microsoft took the time to improve the interface for the end user (allow users to customize their own forms using drag and drop, for example) it would be an outstanding product. Another shortcoming is the amount of customization which requires writing code. Some things which should be straightforward to customize using workflows actually require a programmer.

Overall Rating
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  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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It is a platform that allows responding to the needs of small, medium and large companies

Reviewed 4 years ago

Through the management of this platform it is possible to obtain professional tools that help in the Optimization of your business operations

Pros

It is a business resource planning platform capable of bringing together all the needs according to the specific characteristics of each company. It allows you to start with what is strictly necessary and move forward as business needs change. Each company (regardless of its size, sector or business model) can build its own Dynamics 365 with its different applications. With this tool you can use digital intelligence to be closer to customers and optimize operations. As well as reinventing products, services and business models. Through the management of this platform it is possible to obtain professional tools that help in the Optimization of your business operations

Cons

It is complex to work without knowledge without receiving an induction of the different phases of the program to understand and work on it, so a large percentage of users end up using the program a little, we can run the risk that it will not be effective and adaptable for our company as it could be for another.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Take a step forward in the management of your company.

Reviewed 4 years ago

Have a complete tool for the management of the company, where they manage and control all the managerial aspects that drive the development of the company.

Pros

This program is very complete, allows you to jointly manage the planning of your business resources and customer relationship management, it is also very intuitive because it is handled in a similar way to the most popular Microsoft programs, so it will be very easy to implement in the company and the learning curve will be very short, with this program you will be able to automate and relate several financial processes with the time of development per project, which allows you to have a generalized vision of how much you will earn, so project your earnings and lost, in addition to having first-rate tools for the relationship with customers, sending requests and progress reports for each project, the features it offers are very useful and the benefits are enormous.

Cons

The cost is high, of course it is a widely complete service, but you must have the economic previcion to face the expense, in addition to training the staff that will use it to get the most out of it.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Microsoft Dynamics 365 the best solfware so far.

Reviewed a year ago

Microsoft Dynamics is amazing.

Pros

What else am I looking for since I have Microsoft Dynamics 365. The best solfware I have used in the pass years. I like it's unique cloud base services, it's flexibility in creating a process that flow to enable multiple communication and the ability to share data easily.

Cons

Microsoft Dynamics required expert developer to operate the system because the first time I used it I was a bit frustrated and it takes me longer time to setup and learn

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Microsoft Dynamics - Customer Review

Reviewed 3 years ago

out of 10 i will give 8. functional and UX wise i have no comments. they know what we needed. pricing and overall optimization need to check, especially on premise model. ad dons are doing well security improvement are expecting upcoming versions.

Pros

As usual Microsoft Products are user friendly, their UX is better than any other competitors. since most of the users are familiar with Microsoft product such as Word/Excel, they could not feel any difficulty to use the product at first time. feature wise its dynamics in all aspects we can add more functionalities and do customization. very adaptive approach with authentication. since we concern about security and audit there are many method to do that.

Cons

off course about the pricing, since we are using multiple Microsoft product, Microsoft really look in to the pricing. also need to consider mid scale companies 100-500 user category. we have budget limitation, i think this is the only reason MS loose lots of opportunity.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Great organizational-level solution

Reviewed 3 years ago
Pros

I have used DynamicsCRM for two different organizations. What I like most about the product is the level of customization that has been made available for organizations to change the display/interface of the data to even individual team members in different roles across the organization. While the raw Dynamics CRM environment can be a bit of an 'overload' (especially for front office staff who may only need 1 or 2 bits of information), these customization options allow for organization/industry specific changes as well as a more user-friendly experience

Cons

While the customization options are great, there are a few key bits that are 'frozen' (for the lack of a better term), and cannot be changed/edited/removed. As the program is designed for a more sales-focus organization, these 'hold-overs' has caused a bit of an issue with my current non-profit organization which has customers, but not in such a sales-driven fashion.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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The ERP and CRM system for top class organisations

Reviewed 3 years ago

If you are in search of a stable ERP and CRM software but are not driven by a need for a custom built platformm, don’t hesitate, buy Dynamics by Microsoft

Pros

1. The interface is so easy as it's built on the very familiar Ms Office line 2. The cloud support and user-specific sharepoints that can be sent to multiple collaborators makes Dynamics a must have for any serious organization with any sort of horizontal organogram 3. Rather than build a new GUI, Microsoft did well to just integrate current Office products but allow integration with other third party apps like SAP and Quickbooks

Cons

1. Its is built for Edge and native Internet explorer, very slow browsers by Chrome standards. This means that some compatibility issue when using other Non-Microsoft browsers will cause a few sighs of frustration in the course of the product use 2. At this time and age, Microsoft can do more than only allow 10 GB cloud storage for entry package when the competition starts off at around 40-80 GB cloud space 3. Customization is a pain, which is expected as Microsoft are not known for allowing open source inclusivity

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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CRM Software with wide capabilities

Reviewed 3 years ago

We use this for project tracking integrated with MS Project. We also using this as our Support ticketing system. Both of these are positive experiences. They are many things that could be improved in the workflow to allow for less clicks and an overall more efficient process, but it has served us well.

Pros

This software was good for integrating details from sales as clients were prospects/leads to when they were clients in our support organization. Good for tracking project details, project tasks, timelines, costs estimates vs. actual costs. Tracks time billing for resources and allocates time to appropriate projects and/or cost centers. Allows for lots of integration for custom tools. Utilized in a global company with very unique differences by country and/or region.

Cons

Pretty heavy implementation process. We utilized our own customizations and that meant when Dynamics made changes we had to make development change. This produced some unexpected overhead.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Amazing business software

Reviewed 4 years ago

I find that it combines everything I need to do with relative ease. Excellent analytic's make this a winner for me. Allows me to track sales with ease and is bundled in a reasonable price.

Pros

Offline access. Tight integration with Microsoft products. Multiple dashboards. Built-in marketing and automation tools.It helps in sales, marketing, and customer service professionals track which customers they've spoken with, when they spoke, and the topic under discussion.Very graphic and visual interface; the homepage is a series of graphs that illustrate metrics related to customer opportunities. It also categorizes opportunities based on how far along they are in the sell cycle.

Cons

software nice but Expensive. Steep learning curve. Difficult-to-find trial.Integration of all the processes of the company in a single solution, applications that were independent for each area were eliminated.The layout looks like that of a amateur program. There is alot of white space, and it just feels lacking in features. Other than record customer data and display it back, it doesn't do much of anything.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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10+ Year of Experience

Reviewed 3 years ago

The basic purpose of this CRM is for customer management. This is something huge in our company to control and evaluate leads vs. sales. This software helps to solve this for us. While it is effective, the price and customization have been negatives for us.

Pros

Once set up and configured, very easy to use and navigate. Includes all the features and functions need to have a basic CRM in place, but it requires a lot of customization. If customization isn't required and you are okay with the 'out of the box' approach, I think this CRM gives any basic organization more than they need.

Cons

Our company required, and still requires, some heavy customization of this software. We are still continuing to make improvements as technology changes. The price is hefty. While the price wouldn't be so bad if there was more support on customizations and updates, you still need to hire outside help for improvements. Which, in turn, costs more money.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Microsoft Dynamics CRM Reveiw

Reviewed 3 years ago

When a sales rep thinks about a CRM, they always think of Salesforce.com first, since this is the most common CRM most sales rep use. When a sales rep makes the move to Microsoft Dynamics CRM, there is some ramp time needed, with the new view and processes that Salesforce.com offers, that Microsoft Dynamics does not. But, with continued usage and get the "day in the life" using Microsoft Dynamics, the sales rep will become comfortable with the tool. They will like the feature of their CRM can now integrate with other Microsoft products, the ability to create dashboards and integration with other key business tools.

Pros

- Integration with Outlook and Office 365 - Ability to create Dashboards and Ad-Hoc reports very easily - Integration with other business tools such as InsideSales.com

Cons

- Send Marketing emails from the CRM using a template is limited and hard to do - Ability to create multiple accounts for the same company/account - No integration between Dynamics CRM and business tool Yesware. If email from Outlook, using Yesware, needs to get logged into Dynamics, this can not be done. Microsoft Dynamics does not offer this feature for Dynamics CRM Office 365 yet

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Customize: add columns, tables, modify forms, create workflows, etc.

Reviewed 3 years ago

Very stable, customizable, very helpful for the users.

Pros

Easy to customize based on your needs - add new entities (tables), add/remove fields, change the form, hide fields. You can create "javascript" rules with a simple way named 'business rules'. The workflows help you to trigger emails, update, create other records and so on, based on the type of event. Create like 'wizards' in order to guide the user in to the create or update of the record (named: 'business process flow' or you can use Dialogs). If you need something more deep you can code a plugin or workflow, or code javascript if is something for the UI.

Cons

The internet explorer edge it doesn't work well, sometimes you have some issues. Is better use Internet Explorer, Chrome or Firefox (Opera is not good for Dynamics). Careful with the javascript, sometimes could be tricky in Chrome and Firefox.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Master Planning From Dynamics 365

Reviewed a year ago

its amazing, no one can compete this software.i am using Master planning AX.its save a lot of time and working load.From business planning to MRP,CRP and supply chain each and every business need is covered.i will suggest every planner to enjoy working on Dynamics 365 Master Planing AX.

Pros

Microsoft Dynamics provide outstanding services in planning and execution.Master planning AX Such a cool and efficient business planning Software.We can plan Meterial,Inventory and capacity as well. Second best services is manufacuring Execution and controling. i can change day to day business planing by focusing on master production schedule.its give alerts whether production following the business plan or not. Third one its linked to many distributer,we can control supply chain and procurement by interacting through dynamics.

Cons

Its too expensive. its layout must be better a little bit. Sometime processing and saving become slow. interface is not much friendly on mac. There are too many functions sometime i am confused which funtion is actually i needed.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Dynamics is a great tool for keep everything focused and maintained.

Reviewed 3 years ago

Microsoft Dynamics have eased up our work when it comes to track daily progress and monitor sales , mails and other spreadsheets. It's like a whole package with everything intact and bound.

Pros

The overview and dashboard of this tool is quite modern and sleek. It helps me to focus on my work with more efficiency and keeps track of the things in order to put in more improvement in it. We can track the mails, client history , orders , sales and finance matters. Thus , it helps in get rid of all other spreadsheets and spare tools. Every task can easily be performed with it and also can be monitored easily as well.

Cons

Dynamics got great set of tools of which some are quite complicated to use and implement .So it requires a bit of training to get hold on the things and the tools. And for some operations , Microsoft dynamics lacks some functions and tools for which we have to consult some other software.