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4923 Bewertungen
- Branche: Versicherung
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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- Weiterempfehlungsquote 9.0 /10
Microsoft Dynamics 365
Bewertet am 23.2.2023
Sehr gut.
Vorteile
Mit unserem alten System hatten wir immer wieder Probleme, dass sogar Daten etc. verschwunden sind. Von daher wollten wir eigentlich auf die üblichen Serverlösungen wieder umsteigen. Mit dem jetzigen System sind wir aber wieder in der Cloud aber es läuft alles bestens.
Nachteile
Vor ein paar Wochen gabe es mal einen Serverausfall der wohl die ganze Welt betroffen hat. Hier hat man dann keine Möglichkeit einzugreifen. Man muss einfach warten bis es wieder geht.
- Branche: Musik
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Bedienkomfort
- Weiterempfehlungsquote 10.0 /10
Wird kostenlos mit neuem Comuputer mitgeliefert.
Bewertet am 6.1.2023
Vorteile
Microsoft 365 wird kostenlos mit einem neuen Computer mitgeliefert. Nach Ablauf der kostenlosen Lizenz kann diese kostengünstig verlängert werden.Microsoft 365 enthält viele nützliche Office Programme, wie Word, Excel, Outlook Microsoft to Do usw., die einfach zu bedienen und sehr nutzerfreundlich sind.
Nachteile
Negative Erfahrungen konnte ich mit Microsoft 365 nicht machen
- Branche: Baumaterial
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 7.0 /10
Dynamics 365 :-)
Bewertet am 31.10.2022
Da es sich ein durchgängiges CRM ist versuchen wir so viel als möglich zu nutzen...
Vorteile
Finde die Funktion der automatischen Verbuchung von Bankkonten am wirksamsten.
Nachteile
Die Integration sowie der Aufbau aller Funktionen gestaltete sich als schwierig
- Branche: Großhandel
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 4.0 /10
Gute Software für unsere Zwecke
Bewertet am 23.12.2022
ICH NUTZE sie sehr gerne und würde sie uneingeschränkt empfehlen
Vorteile
Die Speicherung der Voreingestellten Tools
Nachteile
Software ist recht teuer, daher nicht für alle geeignet
- Branche: Einzelhandel
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Gesamtbewertung
- Bedienkomfort
- Weiterempfehlungsquote 9.0 /10
Dynamics 365
Bewertet am 22.12.2022
Vorteile
Sehr einfache Handhabung,sehr benutzerfreundlich
Nachteile
Manchmal ist das Progamm im Detail noch etwas zu komplex
- Branche: Medizinische Geräte
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Wöchentlich für 6-12 Monate genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 9.0 /10
Meine Anwendungen von Dynamics 365
Bewertet am 10.3.2023
Vorteile
Das Onboarding ist übersichtlich und schnell
Nachteile
Momentan sehe ich keine Verbesserungsvorschläge
- Branche: Marketing & Werbung
- Unternehmensgröße: 2–10 Mitarbeiter
- Wöchentlich für 6-12 Monate genutzt
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Quelle der Bewertung
Gesamtbewertung
- Bedienkomfort
- Weiterempfehlungsquote 10.0 /10
Perfektes Tool für den Arbeitsalltag
Bewertet am 22.1.2023
Vorteile
Anhand dieses Programms erfasse ich schnell kundenlösungen und gebe es an Kollegen weiter.Inklusive on und offboarding. Sehr gut!
Nachteile
Bis jetzt bin ich zufrieden. Fragt mich im Jahr wieder
- Branche: Konsumgüter
- Unternehmensgröße: 5.001–10.000 Mitarbeiter
- Monatlich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 1.0 /10
Nur für Kleinstunternehmen geeignet
Bewertet am 30.1.2023
Einfache Buchhaltungsvorgänge
Vorteile
Sehr sehr einfach und für Buchhaltungsanfänger geeignet
Nachteile
Wer große ERP Programme kennt, ist unzufrieden mit der Funktionalität.

- Branche: Bekleidung & Mode
- Unternehmensgröße: 501–1.000 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 8.0 /10
Could be better App
Bewertet am 2.3.2023
Vorteile
It is designed to help businesses of all sizes manage their financials, sales, service, operations, and marketing activities from a single platform, its flexibility, and scalability. The software can be customized to meet the unique needs of different industries and organizations, and it can quickly grow and adapt as a business evolves.
Nachteile
the complexity of the software, as well as challenges with implementation and customization.
- Branche: Geschäftsbedarf & -einrichtung
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Dynamics 365: My Honest Reviews
Bewertet am 23.2.2023
However, some of the most common features and capabilities that I like about Dynamics 365 includes:Sales management: Dynamics 365 includes features for lead and opportunity management, sales forecasting, and sales pipeline management.Customer service management: Dynamics 365 includes features for case management, service level agreements, and customer self-service portals.Marketing automation: Dynamics 365 includes features for email marketing, lead scoring, and campaign management.Financial management: Dynamics 365 includes features for accounts receivable and payable, general ledger, and financial reporting.Project management: Dynamics 365 includes features for project planning, resource management, and project accounting.Human resources management: Dynamics 365 includes features for employee management, performance tracking, and payroll.Supply chain management: Dynamics 365 includes features for inventory management, procurement, and warehouse management.Overall, the most likely part of Dynamics 365 will depend on the specific needs and goals of the organization implementing the software.
Vorteile
The following are what I mostly like about Dynamics 365:1. Integration: Dynamics 365 integrates with other Microsoft applications, as well as third-party tools, making it easy to manage data across multiple systems.2. Customization: Dynamics 365 is highly customizable, enabling organizations to tailor the software to their specific needs and workflows.3. Scalability: Dynamics 365 is scalable, meaning it can grow with the needs of the organization.4. Cloud-based: Dynamics 365 is cloud-based, making it easy to access and use from anywhere, on any device.5. Business intelligence: Dynamics 365 includes powerful business intelligence tools that enable users to generate insights from data and make informed decisions.
Nachteile
Below are some of the limitations of dynamics 365:Cost: Dynamics 365 can be expensive, especially for smaller organizations.Complexity: Dynamics 365 can be complex and difficult to set up and customize, requiring significant technical expertise.Data security: As with any cloud-based software, there are concerns around data security and privacy.Training and support: Organizations may require additional training and support to fully utilize the features and capabilities of Dynamics 365.Limited offline access: Dynamics 365 requires an internet connection to access, so offline access may be limited or unavailable in some situations.
- Branche: Computer-Software
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 6.0 /10
Dynamics CRM Review
Bewertet am 6.2.2023
Fair but need to move to cloud.
Vorteile
Integrations with outlook and hubspot, creating new entities was very helpful.
Nachteile
The on prem version is a nightmare but due to security we are unable to use the hosted version.
- Branche: Vermögensverwaltung
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 8.0 /10
An Effective and Comprehensive Financial Solution
Bewertet am 8.12.2022
Overall, I would recommend Dynamics 365 as a great solution for managing financial transactions. The wide range of features, along with its integration with other Microsoft products, make it an effective and comprehensive solution.
Vorteile
As a finance professional, I found Dynamics 365 to be an effective and comprehensive solution for managing complex financial transactions. It is user-friendly, with a wide range of customizable features that make it easy to set up and manage. The integration with other Microsoft products, such as Excel and Office, is seamless, making it an ideal solution for any organization.
Nachteile
Despite the many advantages of Dynamics 365, there are some downsides. The cost of the solution can be a bit steep, especially for smaller organizations. Additionally, the complexity of the system can be a bit overwhelming and the learning curve can be quite steep.
- Branche: Computer-Software
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 9.0 /10
A Versatile Platform for Enterprise Resource Planning and Customer Relationship Management
Bewertet am 28.2.2023
In summary, Microsoft Dynamics 365 is a powerful and versatile platform for enterprise resource planning and customer relationship management. It offers a wide range of functionalities and customization options, integration with other Microsoft products, and strong analytics and reporting capabilities.
Vorteile
Customization: Dynamics 365 is highly customizable, allowing users to tailor the platform to fit their specific business needs.Integration: The platform integrates with other Microsoft products such as Office 365, Power BI, and LinkedIn, making it easier to collaborate and share data between different departments in an organization.Functionality: Dynamics 365 offers a wide range of functionalities, including financial management, supply chain management, sales automation, marketing automation, customer service management, and human resources management.Analytics: The platform offers strong analytics and reporting capabilities, providing users with real-time data and insights to make informed business decisions.Security: Dynamics 365 offers robust security features and compliance capabilities to ensure that sensitive data is protected.Cloud-based: As a cloud-based platform, Dynamics 365 offers the flexibility of accessing data and tools from anywhere with an internet connection, making it easier for remote teams to collaborate.Scalability: Dynamics 365 can scale with the needs of the business, making it a good fit for both small and large organizations.
Nachteile
Some of the cons of Microsoft Dynamics 365 include:Complexity: Dynamics 365 can be quite complex and may require some training and practice to use effectively. Some users may find the interface overwhelming or difficult to navigate at first.Cost: The platform can be expensive, especially for small businesses or startups that may not have the resources to invest in such a comprehensive solution.Dependence on Microsoft: As a Microsoft product, Dynamics 365 is dependent on the company's development roadmap and strategy. This can limit the ability of organizations to customize or develop the platform further.Limited third-party integrations: While Dynamics 365 integrates well with other Microsoft products, it may have limited integrations with third-party tools or services.Limited offline capabilities: As a cloud-based platform, Dynamics 365 requires an internet connection to access data and tools, which can be a disadvantage for organizations operating in areas with limited connectivity.
- Branche: Paket- & Frachtlieferung
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 9.0 /10
Dynamics 365 - A must for managing your sales
Bewertet am 14.2.2023
Great! If you deal with a third party to set it up, make sure you partner with someone who really understands your specific business and customers.
Vorteile
Easy to use even for your employees that have low technical skills without compromising any options or functions
Nachteile
All the customization can get very confusing and costly if you don’t have a clear plan
- Branche: Elektrische/elektronische Fertigung
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 8.0 /10
"The top business intelligence tool available"
Bewertet am 16.2.2023
Vorteile
Dynamcis 365 is an impressive solution that combines multiple systems and platforms into one central source of information. This integration of functions like supply, inventory, sales, project, warehouse management, and inventory provides great value to decision-makers by ensuring that all factors are considered when making critical decisions.
Nachteile
Dynamics 365's price point is its only drawback. The Essentials version is adequate, but it lacks the service management and manufacturing modules. The Premium version offers a complete solution, but it may be more expensive and difficult for smaller companies abroad to obtain multiple licenses.
- Branche: Computer-Software
- Unternehmensgröße: 2–10 Mitarbeiter
- Wöchentlich für 6-12 Monate genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 8.0 /10
Great CRM and ERP software by microsoft.
Bewertet am 28.2.2023
Overall dynamics 365 has been a really good choice for customer relationship management and enterprise resource planning, there is no second thought about that.
Vorteile
Since it is cloud based, it can be accessed from anywhere thats why the ERM and ERP managing becomes very highly efficient. There is also really great integration with other microsoft services that just makes it even more good. Also the field service management and the enterprise resource planning is great with dynamics 365.
Nachteile
Talking about the cons the first thing i find is the complexity of the system that slows down my pace of work. Also because of being cloud based, it also becomes con because having a really good connection always becomes a compulsion.
- Branche: Verbraucherdienste
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 8.0 /10
A need for Change on Dynamics 365
Bewertet am 25.2.2023
My overall experience is average
Vorteile
When I was introduced to the website I loved the far that I could do all my work on one app such as scheduling, text authentication, billing, and invoice. It combined different features that no app has been able to achieve.
Nachteile
It is slow and not user-friendly, it takes time for each feature to load and it eats up my time I had to stop using the app for a while. I believe if all these things are worked on they will fetch more income.

- Branche: Computer-Software
- Unternehmensgröße: 201–500 Mitarbeiter
- Wöchentlich für 6-12 Monate genutzt
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Quelle der Bewertung
Gesamtbewertung
- Bedienkomfort
- Weiterempfehlungsquote 10.0 /10
It's Good!
Bewertet am 17.2.2023
Vorteile
Dynamics 365 is an outstanding platform that has completely transformed the way I manage my business operations. As a business owner, I need a system that can handle a wide range of functions, from sales and marketing to customer service and financial management, and Dynamics 365 does it all with ease.
Nachteile
The user interface is not upto the mark and customer service is also lacking
- Branche: Buchhaltung
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 8.0 /10
Microsoft Dynamics 365 Review
Bewertet am 18.4.2022
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.
In Betracht gezogene Alternativen
InfoFloGründe für den Wechsel zu Dynamics 365
This software features exceptional performance more than other software programs we have tried. The software has been hierarchical. Since the beginning of the year, one of my employees was not reliable with InfoFlo, but with this software he has improved his proficiency 75%. My favorite thing is that it's easy to use it and gives more value to my money from other software programs. There are many features that other software programs do not address.- Branche: Anwaltskanzlei
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 4.0 /10
There's Potential
Bewertet am 1.7.2019
We are not using the application at all in the way we had envisioned and I am looking at other Microsoft partners that could help as well as altogether switching to other applications for contact management.
Vorteile
I chose Dynamics 365 because we are already using Microsoft products and wanted a seamless integration to our CRM. I was drawn to the simplicity of the application and ability to customize within the application from the demo.
Nachteile
When I started working with a Microsoft partner to customize the application, I quickly became frustrated due to the number of errors and roadblocks that came with the integration and implementation process. I had evaluated our situation very carefully to ensure we had the required technical specifications and would be a good fit for our company; however, I was thrown off by the requirements that we could not face.
Warum Dynamics 365 gewählt wurde
Marketo has poorly created templates that are difficult to customize and limited, and they have poor customer service to back up the products they provide.Zuvor genutzte Software
Marketo EngageGründe für den Wechsel zu Dynamics 365
Highly customizable Microsoft product for easy integration purposes
- Branche: Internet
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 7.0 /10
Gets the job done but a little rigid CRM
Bewertet am 1.12.2020
We used Microsoft tools in our entire organization. The best part of getting Dynamics 365 was the easiness of integration. All softwares and online tools work very well altogether. We never had any compatibility issues or we never spent much time to integrate other systems to MS Dynamics 365. Moreover, majority of the other tools we used already had the integration option to it.
As a salesperson, I used CRM every single day. I like the contact management. Since I use Office, it was so easy to use email and Skype together on the CRM, and I was able to keep a track of every single action.
I was OK to use it but if they could improve the UI, it can be a great tool. They may offer some packages for smaller teams as well.
Vorteile
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
Nachteile
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
- Branche: Bau
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
"Must have product for your Business- Dynamics 365"
Bewertet am 12.1.2023
My experience with Dynamics 365 has been extremely positive. The software has helped me to streamline my operations, improve efficiency, and make better decisions. I highly recommend Dynamics 365 to any business looking to improve their bottom line.
Vorteile
Dynamics 365 is a powerful tool that provides a wide range of advantages for businesses of all sizes. One of the main advantages of Dynamics 365 is its ability to integrate with other systems, such as Office 365 and LinkedIn, allowing businesses to streamline their operations and improve efficiency. Dynamics 365 also offers a variety of features that can help businesses automate processes, such as sales and marketing automation, customer service automation, and project management. Additionally, Dynamics 365 provides businesses with a comprehensive view of their data, allowing them to make better decisions and improve their bottom line.Another advantage of Dynamics 365 is its scalability. Whether a business is just starting out or is a large enterprise, Dynamics 365 can be tailored to meet its specific needs. This means that businesses can start small and grow as they need to, without having to invest in new systems or migrate data.Finally, Dynamics 365 provides businesses with a robust security system that ensures that their data is protected from unauthorised access. This includes multi-factor authentication and encryption, as well as compliance with industry standards such as SOC 2 and ISO 27001.
Nachteile
In all aspect its great but price is slightly higher on side.
Gründe für den Wechsel zu Dynamics 365
First, Dynamics 365 offers a comprehensive suite of tools that can be tailored to meet the specific needs of a business. This means that businesses can start small and grow as they need to, without having to invest in new systems or migrate data.Second, Dynamics 365 offers a wide range of automation features that can help businesses streamline their operations and improve efficiency. This includes automation of sales and marketing, customer service, and project management.Third, Dynamics 365 offers a robust security system that ensures that business data is protected from unauthorised access. This includes multi-factor authentication and encryption, as well as compliance with industry standards such as SOC 2 and ISO 27001.Fourth, Dynamics 365 is integrated with other systems, such as Office 365 and LinkedIn, which allows businesses to streamline their workflow and improve efficiency.Finally, Dynamics 365 offers a comprehensive view of data, which allows businesses to make better decisions and improve their bottom line.- Branche: Krankenhausversorgung & Gesundheitswesen
- Unternehmensgröße: 5.001–10.000 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Multifunctional Top of The Line Software.
Bewertet am 4.2.2021
Microsoft Dynamics 365 is an extraordinary programming to utilize. I prescribe Microsoft Dynamics 365 to all the forthcoming clients. It has extraordinary and splendid highlights. It is an efficient programming and its abilities are incredible. This software has given us numerous new capacities, for example,
Upgrade dynamic
Improve business measure results
Drive advancement
Improve business measure readiness
Improve client relations/administration
Drive income development
Cost the board
Improve provider or accomplice connections
Make inward/operational efficiencies
Lessen time to advertise
Vorteile
Microsoft Dynamics 365 is an incredible apparatus for booking and making work processes viable. With Microsoft Dynamics 365, we can deal with our staff individuals in an expert way. The dependability of Microsoft Dynamics 365 is something worth being thankful for that I have been enjoying about the instrument. It has been not difficult to utilize and alter.
Nachteile
Disdaining Microsoft Dynamics 365 has not been a possibility for us. I'm intrigued by Microsoft Dynamics 365. It has been a splendid programming. I like its dependability. It is so noteworthy. I'm a glad customer.
Microsoft Dynamics 365 is incredible and solid. It makes field the executives of our staff individuals smooth and noteworthy. It likewise makes it basic for us to oversee client connections without any problem. It has been the best.Microsoft Dynamics 365 is a quality programming to utilize. It has quality highlights. We won't change things by any means. The ideal-ness of the merchant's reactions makes things astonishing.
- Branche: Umweltdienstleistungen
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 5.0 /10
As a CRM it is easy to use, as a business tool it is not easy to configure
Bewertet am 13.1.2023
We used the on-premise version of Dynamics before and tested the 365 version.I liked it, but on the balance of cost and resources, we decided to let it go.
Vorteile
I like the interface, it sits well in the 365 graphic user interface and everything is customisable to a granular level.
Nachteile
The service is hard to connect to on-premise tools like AD and requires a good level of understanding in how to get it to talk to online forms etc.'Security is good, but getting the MFA working took a long time.
Warum Dynamics 365 gewählt wurde
Needed to scrap the on-premise version of Dynamics due to cost and resource constraints.Zuvor genutzte Software
Microsoft Excel
- Unternehmensgröße: 51–200 Mitarbeiter
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
The simplicity of the tool. It was easy to get used to.Adding SKU in bulk is also dynamic and...
Bewertet am 13.3.2018
Vorteile
1296/5000
Like any CRM software, Microsoft Dynamics 365 allows your company to share communications, leads and opportunities to make the most of your team's time and effort. I particularly appreciate the integration with MS Outlook, although the plug-in is still a bit hard and significantly slows down performance.
Integration with the complete package of Microsoft products. Level of customization and integration in third-party applications. The variety of different business line modules allows you to be used by many more people / departments than ever before. The integration of LinkedIn has made the collection of Sales Analysis much easier and has accelerated my ability to find references and presentations for new businesses. The integration of Outlook is also simple and easy to use and allows the tracking of all communications within the Sales module with a click of a button.
What I like most is that I can track so many things in one place for my clients. I can see all the previous contacts, both by myself and by others. It is a place for all the documents, able to keep track of the completed tasks, the history of the client, etc.
Out of the box, the system is ready to go, so if you have never used a CRM before, you can start using it directly. It is very easy to import data using Excel templates generated by Dynamics so that it does not start completely from the beginning.
The system is also very easy to customize without the need of any programming knowledge.
Nachteile
A single contact record can not be associated with more than one company.
Many of our clients manage multiple sites, so we have many duplicate contacts.
Users often find the system frustrating when it does not work, it can be slow, there are problems with it working on Edge, and there are limits to the available customizations.
The connector of Outlook is difficult to use, we have downloaded it with mixed success, sometimes decreasing the perspective at unusable speeds and others that are not reliable to use.
Although personalization has come a long way since the first versions, there are still some things that could be useful, such as the possibility of accumulating opportunities from secondary accounts in the main account registry.
Opportunity totals can be easily accumulated, but not the actual opportunity list.
Licenses are limited to full access or read only, something in between would be useful too.
You can not see the exact amount of data stored in your entities.
This is a big problem if Dynamics 365 only offers a limited amount of storage in the cloud by CRM. For example, I believe that the first limit of memory beings in the cloud is 10 GB for entry-level CRM users.
Like us, we have a lot of integration data and add-ons, which would be very nice to understand the amount of data that.
It is not customizable for our commercial use. It is not a product as effective as something built for our commercial needs, like the Megaphone.