Clarity and data intelligence with Dynamics 365!
December 06, 2019
Clarity and data intelligence with Dynamics 365!
Score 8 out of 10
Vetted Review
Verified User
Software Version
Online
Overall Satisfaction with Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM)
Dynamics 365 is being used in our company to track valuable insights that help our teams monitor their relationships with key customers and ongoing interactions with them. The predictive insights from the tool are used to decide future strategies and support our remote teams in working in a more cohesive, aligned manner.
- The dashboards are truly fantastic. Highly customizable, easy to understand, and quick to gain key insights upon logging into the tool.
- Depth of information available in the tool is necessary for various teams to gain the right level of detail they need.
- Integrations with other applications is helpful for our remote teams. This allows different apps to feed into one another and makes it easier to use overall.
- There are very many subpages in the tool, and this can make it more challenging to onboard new users to the tool. It takes some adjusting to, to feel that the tool is seamless.
- As access to info, or access to particular sections of the tool, can be restricted for some users by the main admins, this can be frustrating as not all team members have access to the same information. This means that admins must build more strategy around how the tool will be used.
- Better tracking overall across teams.
- Improved visibility.
- Less leads are lost.
Better integrations - This is why we continue to work with Dynamics 365 over any other CRM. Also, our teams have become accustomed to the setup, ease of use, and monitoring.