(11)
4.8 out of 5
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Dynamics 365 Sales
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Tim P.
Health & Life Sciences Solution Design Consultant/Domain Expert
Research
Mid-Market(51-1000 emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about Dynamics 365 Sales?
Disclosure: I work for a company whose sole business is Dynamics CRM
Dynamics CRM is far more than the "CRM" would indicate. Whilst it had its origins in a sales-marketing solution, it can be (and is) used for a variety of functions as it is really a platform on top of a SQL database. MS likes to talk about non-sales & marketing implementations as "XRM" where X is a variable that can be almost anything you wish. I specialize in healthcare applications, and have branded the soluitions built on the platform as "RxRM" products.
The power of the platform is significant. The built-in workflows and processes can be easily configured without programming skills to manage processes from the very simple to the highly complex, and the dashboards and analytics are better than anything I've seen out-of-the-box, and extraordinary with a bit of configuration. Additionally, it is easy to write solutions and plug-ins to accomplish specific tasks and/or add capabilities - for example, my company has a dozen or so "PowerPacks" that enable email campaigns with full tracking, surveys, event planning and registration, billing/credit cards, barcoding, document sharing and a bunch of other stuff and all the activities and data are automatically tracked in CRM. soem of these have utility in the RxRM solutions, and some don't - it's easy to pick and choose and install/use with a couple of mouse clicks.
As there is seamless interoperability with other MS products, working directly with Dynamics CRM in the RxRM world takes advantage of Outlook, Word, Excel, SharePoint. This enables rapid user adoption, as the tools and supports are familiar, leverages investments the organization has already made in most instances (MS Office, SharePoint etc.) and extends the functionality/utlity considerably. In PowerObjects RxRM, the economy with which powerful solutions to common problems can be developed is astonishing. I come from the custom software world and am constantly surprised at how inexpensively and quickly solutions can be developed. So far, we have used Dynamics CRM/RxRM for a Clinical Trial Management System (CTMS), Physician Referral Management (PRM), grant application/Investigator Initiated Trial submission and management (IIT), chronic disease management (CDM), case management, home healthcare management, call centers, telemedicine and more. What characterizes these systems across the board is the management of process and data visibility/reporting - essentially, the system makes sure what needs to get done gets done, and the right people are be made aware of performance trends, issues and opportunities. Review collected by and hosted on G2.com.
What do you dislike about Dynamics 365 Sales?
The current interface is clunky/old fashioned, although that will be changing in December/January with the Polaris release update. Out-of-the-box the sales & makretign heritage is very predominant, and it takes some vision to understand how you can morph it (not that that is hard) into meetign the "X" need. Until Polaris, there is no non-IE browser support. Review collected by and hosted on G2.com.
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1,600 Dynamics 365 Sales Reviews
3.8 out of 5
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AR
Ananthakrishnan R.
IT Support Engineer
Computer & Network Security
Mid-Market(51-1000 emp.)
What do you like best about Dynamics 365 Sales?
Microsoft Dynamics 365 It integrates with other Microsoft tools like Teams, Outlook.
Automates routine tasks like lead tracking and reporting and more over save time. Review collected by and hosted on G2.com.
What do you dislike about Dynamics 365 Sales?
wide range of features and tools might overwhelm new users and require extensive training to fully utilize and cost is high compare to zoho crm. Review collected by and hosted on G2.com.
CC
Verified User in Computer Software
Small-Business(50 or fewer emp.)
What do you like best about Dynamics 365 Sales?
For full disclosure, I have been a Dynamics consultant for more than a decade. I love it that much! I used to tell customers the only thing I couldn't do is have it make coffee for you in the morning. Now, even that is possible. Dynamics is a damn seachange in the way your business can operate to reach its full potential and beyond regardless of your present size. When you bring together the customization, automation and integration capabilities native to Dynamics there truly are no limits. With all the different CRM products that I have implemented over the years, it is very rare that someone leaves Dynamics for the other guy. Infact, its almost always the other way around. Review collected by and hosted on G2.com.
What do you dislike about Dynamics 365 Sales?
Dynamics can have a bit of a learning curve due to the extensive tool sets that are available. However, the user experience can be 100% controlled by the implementer. Additionally, some tools can be complex initially but there is always a very good reason why a tool has been designed to operate the way it does. Additionally, the price point can make it difficult, and a deciding factor, limiting companies in the ability to fully extend the raw power and capabilities of the system deep inside their organizational structures. The price should be half in my opinion and the reunion of the different functions back into a single unified offering once again. The seperation of service from sales from marketing can be problematic for companies to stomach when they are simply just strongly focused entities that could be created with the native XRM customization tools. Review collected by and hosted on G2.com.
RA
Rachit A.
Partner Solutions Lead
Enterprise(> 1000 emp.)
What do you like best about Dynamics 365 Sales?
All leads are available in one place. amazing filter options Review collected by and hosted on G2.com.
What do you dislike about Dynamics 365 Sales?
No reminder option for pending tasks. Duplicate leads are common Review collected by and hosted on G2.com.
MB
Manoj B.
Account Development Manager
Mid-Market(51-1000 emp.)
UM
Verified User in Marketing and Advertising
Enterprise(> 1000 emp.)
What do you like best about Dynamics 365 Sales?
Great way to track opps. Decent UI/UX. Intigrates into copilot. Review collected by and hosted on G2.com.
What do you dislike about Dynamics 365 Sales?
The UI/UX is hard to learn and navigate. It's like they try to make you think it has a simple UI. At first glance it's simple design seams like it will be easy to navigate but really they just hide buttons within other buttons making it even harder to navigate. At least saleforce doesn't hide buttons. It may be huge and overwhelming but you know where every field is and can search for them. Review collected by and hosted on G2.com.
EA
Evette A.
controller
Enterprise(> 1000 emp.)
PQ
Peerzada Tabish Javaid Q.
Functional Consultant Dynamics 365 CRM
Enterprise(> 1000 emp.)
What do you like best about Dynamics 365 Sales?
Microsoft dynamics 365 sales not only has the pipeline of lead creation to the invoicing but due to the new features of co-pilot is something which makes it not only different but the records easy accessible and even summarises with meeting scheduler. Review collected by and hosted on G2.com.
What do you dislike about Dynamics 365 Sales?
I can't address anything which I don't like about the application but Microsoft could enhance AI more Review collected by and hosted on G2.com.
SK
Sam K.
Account Executive
Enterprise(> 1000 emp.)
What do you like best about Dynamics 365 Sales?
You can manage all your tasks activities, make order creat quotes and much more the best part is easily integrated with Microsoft tools outlook exchnage and much more. Review collected by and hosted on G2.com.
What do you dislike about Dynamics 365 Sales?
Lagging sometimes and low response due to heavy data storage might be something which can be improved. Review collected by and hosted on G2.com.
MH
Majid h.
Sourcing Specialist
Enterprise(> 1000 emp.)
PJ
Priyesh J.
Associate Director of Sales
Small-Business(50 or fewer emp.)
What do you like best about Dynamics 365 Sales?
Excellent products and ease to use and share with collegue for online updation and tracking Review collected by and hosted on G2.com.
What do you dislike about Dynamics 365 Sales?
sometimes takes time to update for execution Review collected by and hosted on G2.com.
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