Dynamics 365

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

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 and intuitive
* Easily customizable and adaptable
* Very versatile
* Cloud offer makes it a no-brainer

Puntos en contra

Can be overwhelming if you don't know what you want to achieve with it, so make sure you get your ideas straight before the setup

Puntos a favor

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.

Puntos en contra

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.

Puntos a favor

It is one of the best CRM due to the ability it offers in relation to customer service and other aspects that favor in terms of productivity of the company, in addition to integration with Microsoft Office tools favor many aspects when working and the the best point in favor of the software is that all the management is in the cloud, offering apart an interface that keeps everything in order according to our needs.

Puntos en contra

So far it has been a pleasant experience to use this software, I think a trial version is necessary for potential customers to enjoy an experience and see for themselves the capabilities of this product.