Opiniones de Dynamics 365

Puntos a favor

Permite llevar el seguimiento de las oportunidades con todos los involucrados

Puntos en contra

Me gustaría mayor facilidad de integración de los contactos que ya se tienen en LinkedIn o en Outlook

Puntos a favor

Permite la automatización de los procesos de TI y seguridad de los mismos

Puntos en contra

Se debe mejorar en la Reportería, ayudará para que saber tiempos exactos de conectividad

Puntos a favor

La facilidad de modificar mi sistema sin tantas restricciones

Puntos en contra

Fragilidad del sistema contra los virus digitales.

Puntos a favor

que es simple de utilizar y que es fácil editar

Puntos en contra

no me gusta cuando empiezan a surgir errores de la nasa o se cierra sin ninguna razón

Puntos a favor

I have used this software for over 7 years and over those years have seen it grow and improve at a remarkable rate. With the introduction of Flow/Power Automate and Canvas Apps the abilities of this business application stack are unmatched. You are truly only limited by your own imagination. Microsoft provides great account management resources that will help keep you on the cutting edge.

From a price perspective, Dynamics is very competitive. What you get out of the box cannot be touched by any competitor namely, Salesforce. You will spend a fortune to get the same utility from a Salesforce implementation.

Salesforce and competitors also do not have anything like Azure. Having all of your business application ecosystem under such an umbrella is incredibly powerful.

Puntos en contra

I have had less than ideal interactions with support. Mostly they are positive but often times they don't typically know enough about the product and will ask me for information that i already provided in detail upon initial case submission. That being said, this product is innovating and improving so much you can't possibly expect all the people supporting it to be 100% on top of their game. They SHOULD be but realistically you are going to run into people that are just intermediaries between you and someone that can actually help. This isn't really a Dynamics issue at all but you will need to rely on support if you go with an online installation.

Puntos a favor

during the lifestyle of business , i have never faced so many different tasks that wasn't easy going but using the dynamic 365 from microsoft , which i have curious about its fast developement and improvement during the last 1 years by it didnt suprised my knowledgeable first sight on microsoft software during years of my work ,since the dynamic helping me to most simplified the business tasks for me while learning others future skills allowing me to go through minimizing the time of spending on other busines tasks , especially with standpoint which helped business to grow faster by includingall the organization with most fixed sales teams tasks

Puntos en contra

one the most strenghts of the dynamics 365 if your business during the last 10 years familiar with other microsoft product like microsoft office 365 ..., you will find that is most of all similar to the simplified menu of microsoft product since that microsoft didnt lost its flavors of maintain the same aroma while you will taste navigating throughout ths dynamic 365

Puntos a favor

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

Puntos en contra

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

Puntos a favor

My husband and I have tried to use other CRM's throughout our businesses young life, but we settled on Microsoft Dynamics 365 and we absolutely do not regret it. It has grown and improved throughout the last two years, at a rate that has honestly surprised me. This application has helped tremendously with business organization and accounts payable. The price is extremely competitive, especially considering its rival app, Salesforce.

Puntos en contra

Support has not given ideal situations of help. They are very rude and do not seem to understand anything that is being asked when it comes to the technical point of the application. Within the application there is a section for planning instruments, when the page needs to be refreshed it is extremely slow and sometimes makes the entire application crash.

Puntos a favor

I have utilized this product for more than a half year now and over those months I have seen it develop and improve at an astounding rate. With the presentation of Flow/Power Automate and Canvas Apps the capacities of this business application stack are unrivaled. You are genuinely just restricted by your own creative mind. Microsoft gives extraordinary record the board assets that will help keep you on the bleeding edge. From a value point of view, Dynamics is serious. What you escape the case can't be moved by any contender to be specific, Salesforce. You will spend a fortune to get a similar utility from a Salesforce execution. Salesforce and contenders likewise don't have anything like Azure. Having the entirety of your business application biological system under such an umbrella is staggeringly amazing.

Puntos en contra

With the online adaptation, we have run into hardly any issues, however we do sporadically run into moderate execution. This isn't frequently, however when it happens (slow page revives, particularly in the planning instrument) it very well may be agonizing for our clients. Working out the usefulness can be fairly convoluted when planning custom highlights and furthermore following security and jobs adopts a deliberate strategy to check security of information and protection.

Puntos a favor

Elements 365 accompanies a full cluster of highlights and usefulness that permits following of customers, interchanges, possibilities, openings, and the full connection with your contacts. It's mix with standpoint and capacity to be hand crafted as far as fields and perspectives gives it a possibility to include and cover all your organization's needs.

Puntos en contra

With the online transformation, we have run into scarcely any issues, anyway we do inconsistently run into moderate execution. This isn't often, anyway when it occurs (slow page restores, especially in the arranging instrument) it might be anguishing for our customers. Working out the value can be genuinely tangled when arranging custom features and besides following security and occupations receives an intentional methodology to check security of data and insurance.

Puntos a favor

I liked the marketing management where it is possible to understand the habits, needs, and desires of the customers, allowing them to develop more intelligent and efficient marketing strategies.

Puntos en contra

The integration of some of the processes was very difficult and had to hire specialized technicians to solve the problem encountered.

Puntos a favor

Dynamics 365 is the best software work with in terms of customer relationship management(CRM), which is key in business. it is very easily to master and also helps to manage our business such as finance, marketing with operations and sales in a more efficient and quick way.

Puntos en contra

The only cons I have with Dynamics365 is that, it takes a bit longer during it's setup period. Aside that it is very use to use ad still remains the best.

Puntos a favor

What I like most about this product is that is a part of an integrates with the Microsoft suite of tools, which we use heavily in our business.

Puntos en contra

In general, the look and feel could use some work. On top of that, a couple confusing design choices have been made on the marketing module with the Parent Contact / Lead distinction. It basically requires us to duplicate entries to mail some of lists.

Puntos a favor

The best thing about this product is how well it integrates with other Microsoft products, both cloud and local.

Puntos en contra

Occasionally updates of the product cause problems with add-ins.

Puntos a favor

All that you'd require in a business field is here, to place in basic terms putting deals, advertising, money and client assistance alternatives. It is nothing obscure and somebody that utilizes CRM programming projects will feel right comfortable with this product. I like that I can follow anything I need to think pretty much the entirety of my customers and its usability is faultless on the off chance that you are somebody who has utilized these sort of projects before this is an excellent item to utilize. You needn't bother with any programming information or any sort of other outside information to alter the framework as you would prefer. It's mix as well with it's other Microsoft parties is fantastic this is something that most outsider CRM programming projects don't have henceforth making this CRM programming the best choice in the market to date.

Puntos en contra

The mobile app isn't extremely extraordinary. There are exceptionally successive accidents and it simply doesn't give that experience which an end client expects out of such an incredible platform. Nonetheless, Microsoft had compensated for it by presenting the power applications highlight.

Puntos a favor

Microsoft Dynamics 365 is one of the leading systems and one of the top systems in terms of market share, customer satisfaction and one of the most known year peaces in marketplace. There are two primary offers of the 365. First is business central solution what marketplace provides for customers, but on the other hand there are more complex finace operations which is the bigger Enterprise offering within dynamics 365. So you have two differnent types of solutions and business central is meant to be more simplified easier to use, easier to implement type of soliution whereas ethanol or finance and operations is meant to compete with sap and oracle.

Puntos en contra

Different modules within the Dyniamics 365 offering are some of the common weaknesses cited by our clients that are using the product. Now in addition of some of functional strengths I just mentioned Dynamics 365 also has the advantage of having that traditional Microsoft look and feel. For those who have used office 365 or Microsoft office or other Microsoft products within your company over the years you will find that Dynamics 365 looks a lot like what you're used to whether is how you navigate the system or how you find certain things within the system it tends to have that common look and feel.

Puntos a favor

The system was easy to customize. We were able to add membership modules which captured all the biodata of the Sacco's membership which is roughly 20,000 members. This data could easily be retrieved at a click of a button without buffering or delays. We went ahead and captured passport photos and even digital signatures and ID photocopies of the members and the system did not crash.

The reporting module is easy and simple, there are sample reports and we were able to also create so many ad hoc reports without a challenge. The reports we could export to different formats for further analysis out of Dynamics.

The Asset management module also worked so well for us, we were able to have all the assets captured into the system and their depreciation done well and on time.

We customized the Financial/operations module which captured the Sacco loaning/lending to the members and how they were able to repay the loans on time taking into consideration the loan aging process.

Over all this is a good software but it needs some technical know how to customize and tweak areas of interest and you will be able to automate the whole business.

Puntos en contra

The software needs some improvement on the financial module. The new IFRS 9 Accounting Standard being implemented by savings and lending cooperative societies require that the data is captured accurately and the reporting is accurate. This is still a challenge.

Puntos a favor

This is by far the most customizable project management software I have ever used. It helps keep our entire team on track, from the customer service to product team. We are able to write all the necessary information into every single job and track where it is in our system. We love the ability to tailor this platform to our specific needs. You can pretty much make this software work for any type of company you're working in.

Puntos en contra

This can be extremely frustrating and take a long time to set up and learn. If you transfer information over from a previous PM software, be prepared for a ton of copying & pasting. Luckily the Dynamics internal team was able to set everything up for us with a little direction, and we were back a forth a lot to get the platform to where we wanted it to be. After that, it took many tutorials and training sessions to learn all the ins-and-outs of the website, but it was worth it in the end.

Puntos a favor

Simple to utilize, not costly, and easy to explore.

Reconciliation with Outlook accessible for messaging. Its layouts are exceptionally helpful for comunicate news or tips to a business group. Coordination with other Microsoft items is extraordinary as well.

Simple to redo, even a non-specialized individual can make new contacts, accounts,etc will be simple with Dynamics, no programming learning required.

Client support is great with the FAQ and choices that are truly required.

I can mass information to One Drive and access it synchronized with my work area.

On the off chance that you make passages in a spot with no web, all information will be synchronized once web association is built up.

It has a ton of additional items.

The portable application is valuable for checking reports or access information when visiting clients or not before a work station.

This CRM configuration permits compose all customers by classifications and access them quick and simple and recollect the customer history or significant things of the last contact or visit.

All capacities you need are effectively accessible with a tick or contact.

There are applications accessible for Android, iOS and Windows Phone.

Puntos en contra

It has issues when an update is discharged.

Isn't easy to use for new clients or learners.

Requires a long customization to begin running

Sign in portable application is excessively moderate. An excess of reaction time.

Unreasonable windows, tabs and screens can make it hard to first time clients. It needs a superior menu.

It just backings Internet Explorer based programs.

Somewhat moderate to information input if not tweaked, numerous fields not by any stretch of the imagination required.

Sessions break is a bulky issue. Despite the fact that it might be vital for security I don't care for it in light of the fact that multiple occasions a conversing with a client takes quite a while and it's, significant.

Poor and troublesome joining with Gmail might be an issue.

No visit effectively accessible.

It's moderate to spare information since it's cloud based. It relies upon web speed.

Puntos a favor

Everything in one place such as Sales, Marketing, Finance, Field service, Customer Service, Operations and the automation which is not available in other products that are in the market right now. Most likable thing is customer support of Dynamics which I didn't see any other ERP or CRM team provide. It enables me in a real sense to be productive, intelligent in decisions and it was very very easy to adopt. Accessing and managing from PC, Mobile or a Web Browser makes it more accessible and more powerful. The look and feel (Controls/features/UI) for a different kind of user is another best thing which makes it standout. Both Enterprise and Business edition are fantastic when it comes to their design and functionalities, and the integrations with office 365 and other social apps give a lot more control and features and security which no any other CRM or ERP can, that's why I love it.

Puntos en contra

It looks and feels kinda mashup of Microsoft Word, Outlook, Excel, etc then it's a bit difficult to use it with ease at the start, so the knowledge curve for the first time Microsoft product user is a little slower and challenging for the first time for the user who is not familiar with other microsoft products.

Puntos a favor

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.

Puntos en contra

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.

Puntos a favor

The breadth of features across Field Service and typical CRM are impressive overall. The scheduling capabilities in Field Service (and now available for other scheduling items) are second to none (at least in other items compared to).

Puntos en contra

With the online version, we have run into few problems, but we do occasionally run into slow performance. This is not often, but when it does occur (slow page refreshes, especially in the scheduling tool) it can be painful for our users.

Puntos a favor

Everything that you'd need in a sales field is here, to put in simple terms putting sales, marketing, finance and customer service options. It is not anything unknown and someone that uses CRM softwares will feel right at home with this software. I like that I can track anything i want to know about all of my clients and its ease of use is immaculate if you are someone who has used these kind of programs before this is a very good product to use. You don't need any programming knowledge or any kind of other external knowledge to customize the system to your liking. It's integration aswell with it's other microsoft parties is excellent this is something that most third party CRM softwares don't have hence making this CRM software the best one to pick if you want to manage your business.

Puntos en contra

The customization options while available aren't numerous and there is a limit to the number of customization options I have. Furthermore while the app runs well with it's other Microsoft services it doesn't run very efficiently especially in the phone. A way to deal with duplicate contacts as many people use the interface and this leads to duplicate contacts. Difficult to use at start, gets easier later on but is difficult to use at start. It also supports internet explorer based browsers. It's also a bit slow to save data because it is cloud based, this may vary due to internet speed but in my testing it was a bit slow.

Puntos a favor

Reporting is made very easy with Dynamics, there are so many inbuilt templates for report and dashboard which can serve most of the needs. Our Sales flow has improve with Dynamic in place with better lead management. Sales team is most benefited as they feel equipped with the necessary information and they achieve better results. Page layout is very user friendly for all records, like opportunity, quote, account. The support team is very prompt and helpful, with their help you can use Dynamics to the best of it capabilities.

Puntos en contra

The only thing that I come across is, inline edit capability is not available in the reports. Apart I am very happy and satisfied using Dynamics

Puntos a favor

- Its very intuitive specially after the unified interface introduced by Microsoft we have a seamless interface across all platforms including Web, Tablet, Mobile.
- Integration with any system including MS office, Outlook, Dynamics AX, NAV, GP is pretty straightforward after the advent of CDS platform.
- The power platform (Power BI, MS Flow, Power Apps) is a power pack of creating very handy utilities for your business.
- With power apps i have created multiple apps for my business users with zero programming skills.
-Power BI platform allows you to create comprehensive reports using OOB templates available for Sales, Service Management etc.
- The licensing is pretty straight forward and generous. With one Customer engagement license i was able to utilize almost everything under the Dynamics 365 umbrella including power apps, power BI and MS Flow etc.

Puntos en contra

- The mobile application is not very great. There are very frequent crashes and it just doesn't provide that experience which an end user expects out of such a great platform. However, MS had made up for it by introducing the power apps feature.
- Some features are just too hard to implement. It all looks good from the list of features that the platform has to offer but when you actually want to implement it, the data required to simulate that feature is a piece of work e.g. Sales AI, Relationship Assistant