Dynamics 365

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

Dynamics 365 is a business software suite that has a lot of great features. One of the best things about it is how flexible it is. It offers a lot of different applications that can be customized to meet the specific needs of any business. So, whether you're a small business or a large corporation, Dynamics 365 can work for you.Another great thing about Dynamics 365 is that it covers almost every aspect of business operations. From managing customer relationships to handling supply chain logistics, it's a one-stop-shop for all your business needs.Dynamics 365 is also cloud-based, which means you can access it from anywhere, at any time, and on any device. This makes it easy to collaborate with your team and work remotely if needed.The platform also integrates seamlessly with other Microsoft applications like Office 365, Power BI, and Power Apps. This gives you a complete suite of tools for managing your business.Dynamics 365 provides real-time analytics and insights, so you can see how your business is doing and make informed decisions. It's scalable too, which means it can grow with your business as you expand.And finally, Dynamics 365 offers a lot of customization options, so you can tailor the platform to your specific needs and requirements.Overall, Dynamics 365 is a powerful and comprehensive business suite that can help businesses of all sizes streamline their operations and enhance productivity.

While Dynamics 365 offers a lot of customization options, this can also be a challenge for some businesses. It can be overwhelming to navigate all the customization features and find what works best for your specific needs.Finally, while the cloud-based infrastructure of Dynamics 365 is a great feature, it also means that businesses are reliant on an internet connection to access the platform. If your internet connection is slow or unreliable, this can be a frustrating experience.Overall, while Dynamics 365 is a powerful and comprehensive business suite, it's important to consider these potential cons when deciding whether it's the right fit for your business.

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 within sliding windows, all of which are compressed to less than half the height of my screen by an incompressible block of data.

Timesheets wipe information without warning. New lines added to timesheets occasionally do not register, do not save, prevent submissions for review, and are undetectable until I close the timesheet, the information I entered is wiped, and I spend an hour trying to discern which portions of my billable (BILLABLE! I work by the hour, time spent on this costs my company money, costs me money by way of lost income earned in performance reviews, blatantly ruins my day, and ruins the fidelity of my timesheets by forcing me to try and back out my work for the day)

The TIMER feature in timesheets, a STOPWATCH feature that should be a simple start/stop, cannot properly roll over between hours. If you restart the timer on a line, because (god-forbid) you start a task and the timer, stop the task and a timer, start a new task and a new timer, stop a new task and a timer, and restart the original task and its timer, the thing cannot simply add more time to the original line. No, when it reaches the next hour (1.4 -> 1.9 -> 2.0 -> 2.1 is expected and correct behavior) it just fails entirely, and continues to neglect full hours going forward. (1.4 -> 1.9 -> 0.0 -> 0.9 -> 0.0 -> 0.9 -> 0.0 -> 0.9). This is a baseline thing which i would consider only a slight step up in difficulty from not deleting my activity description (which CRM does frequently)

But why am I having to rank timesheet features by difficulty? My company has paid for Dynamics 365 services, and it is functional to the minimum degree.

Contact entries cannot be related to more than 3 cases? The "Recent Cases" table on the right is not one table - it's FIVE IDENTICAL TABLES arranged vertically along the right side of the screen. Of these, the top and the bottom entries CANNOT be used, and attempting to associate the Contact to a Case returns an error. The MIDDLE THREE tables only accept ONE ENTRY each - my contact is associated with DOZENS of case files, and I am limited to THREE?

This list goes on. This product is awful. This is absolutely awful. DO NOT purchase this product. I am a baseline wage-earner in my company, and am not whatever customer-relations / customization employees Microsoft use to field customer complaints / cater this service, but whatever they are doing is doing done poorly.

• Streamlined data management and customer insights.• Improved automation capabilities.• Unification of customer data.• Flexible deployment options.• Comprehensive analytics capabilities.• Improved customer service and support.• Easier to customize and extend.• Easier to integrate with other applications.

• Expensive to implement and maintain.• Complex to learn and use.• Requires extensive training and user adoption.• Difficult to integrate with legacy systems.• Security and privacy concerns.• Potential data migration issues.