Dynamics 365

Best software for purchasing I have used

Vorteile:

Ease to use stands out to me. Been in the role for 3+ years and in the last year we moved to this software. Its definitely a big game step up. This has reduced the time per tasks drastically. Per project we go through over 400 POs so imagine manual entry…..it was just the worse. Then we moved to dynamics. With a click you can load, update and change.

Nachteile:

So far the only con I experienced had to do with migrated data. So we had POs that had been created in our previous system which we migrated over. Since they were not created on the system, editing / change ls to them was not as simple as a click.

Microsoft Dynamics 365 Review

Kommentare: What our organization's overall experience is that all marketing campaign leads are assigned to salespeople who access Microsoft Dynamics CRM and then track and convert them into sales.
Also used for services, indices are active until closed by the server. From lead generation to lead acquisition, everything is managed in Microsoft Dynamics CRM.

Vorteile:

The completely offline features are what we loved for our Field Service. RESCO's flagship product offers plenty of flexibility and advanced functionality. But in general, it's a good way to empower workers in this space to provide mobility and be able to view tasks, customer records, contact information, and so on completely offline.

Nachteile:

The product is not ready for release. The development suffers from system malfunctions and important features were removed from the release and roadmap without warning. I was also surprised to ignore non-US international regulatory requirements (currency exchange and management, existing ISO standards, VAT requirements). But what surprised me the most was Microsoft's general ignorance and lack of accountability. Despite many requests, I haven't spoken to anyone who can actually talk about product direction and roadmap. I was sandwiched between disconnected dev teams fixing a critical bug, but they don't seem to be talking to each other.

Microsoft Dynamics 365

Kommentare: Great customer support during the entire integration and deployment process. Excellent training program for end users. Now that all users are on the same platform our internal support has progressed greatly.

Vorteile:

We were looking for a new ERP system that offered mobility, as well as being able to integrate all of our offices into one platform. We had several locations using a number of ERP systems and standardizing on one system was a goal for deployment.

Nachteile:

The deployment did have some hurdles in the way of transferring our older CRM into Microsoft Dynamics. We were working with several ERP and CRM systems.

Dynamics User - Financial Planning Company

Kommentare: Overall, I love using the tool, it helps me stay organized with clients and I love that task system for recurring monthly/quarterly/annual items.

Vorteile:

I like that this software integrates with other Microsoft products - for example it allows us to save emails with the client of a button in Outlook. We were also able to have the software connect with an outside reporting tool so it has really added to consistency and productivity across the organization when it comes to managing clients, client meetings and overall tracking of activity and tasks.

Nachteile:

I felt the that software has a bit of a learning curve and was not as easily adopting as other tools - we received training, I just feel that the interface is not as intuitive as others but once you get the hang of it, it works great.

Enterprise capable

Vorteile:

We spent a year building and configuring our instance. Our team has been able to build a platform that helps our business serve thousands of customers daily and allows the MIE teams to pull meaningful data on each of these activities.

Nachteile:

It would have to be the library of tools, not included in the license of dynamics. Other apps were needed in addition to the dynamics app. Share point, power bi ect..