Dynamics 365 for Salesの評判・口コミ 全5件

What do you dislike?

Learning to create reports can be an extensive process

What do you like best?

I like the comprehensive data collection and the ability to add field to track virtually any metric

Recommendations to others considering the product

Excellent software but be prepared to spend a lot of time customizing to build what you want

What do you dislike?

There was nothing that I really disliked. I think that the one issue I had was that to maximize and minimize a screen I had to use the Alt key and if a week or two had passed I forgot the command and had to find the training manual and look it up. Like any tool the data needs to be updated and it would be nice to hover over a user name and see when the data was entered to check if the person may be a very aged contact.

What do you like best?

I worked as a contractor and did not use the tool; daily but I was sent on training and was happy with the product in general. The interface seemed pretty thought out and once I had become used to the drill down's etc. the product worked well. I liked the pull down menu's however it did take time to get used to them In general I was happy with the product. Entering new customers and opportunities worked well and it was easy to search for customer and to see if anyone else in the group was calling or had called on a customer.

Recommendations to others considering the product

If you are not looking for the smorgasbord of functionality provided by SF.COM then this is a good product.

What do you dislike?

Microsoft Dynamics 365 for sales is a little slow

What do you like best?

Microsoft Dynamics 365 for sales is a great program

What do you dislike?

The Contacts fields are temperamental at times and the program works only with specific browsers (erroring out on others).

What do you like best?

I like that we can track our Customer Database and Leads/Jobs in the same place without it taking a lot of time to do so.

What do you dislike?

It's a little slow to implement features according to our IT department.

What do you like best?

CRM is a go-to suite of order life cycle. We can accept and process PO's and track inventory and shipping with it.

What do you dislike?

Difficult to navigate and find opportunities and related client engagements. For instance, if I type "XYZ" in the record search, I will get a list of all XYZ current and previous opportunities, instead of one consolidated XYZ company report.

What do you like best?

You can export and import contacts and opportunities to your Outlook which increase email functionality.

Recommendations to others considering the product

Dynamics is a grate tool for sales professionals but it needs to improve functionality for other service lines.

What do you dislike?

what I do not like very much is that when making a search for new contacts the fact of registering a new client I feel that the process is very delayed, also when making a budget it is very slow and when I go to print the budget to word crossing I always have to make some modifications to get the sheet right

What do you like best?

It is a very good tool to manage business opportunities in which you can place the status of each one to measure it, be it Cold, Warn or Hot. I like that at the start of the session I have all the information in detail of each opportunity and see even the emails that I have done tracking. It alerts me when an opportunity takes more than 30 days without following up and I can attach tasks to each of the opportunities. When presenting my sales to the director I can do it through a graphic and demonstrate all the actions that I have done in each opportunity

Recommendations to others considering the product

It is a good program for the commercial area of a company, the director has access to all the information of each of the vendors and in turn can see the current sales and businesses that are about to close. Also, you can see the reason why each business is lost or earned. very easy and practical to use with multiple tasks

What do you dislike?

It does lag sometimes or go completely down on what seems like a monthly basis.

What do you like best?

! It is well organized, easy to use, and locate the right information. To me, it窶冱 a necessity for everyday operations to run smoothly because of how fast it normally operates. Its user friendly platform allows me to lookup information needed for various tasks I perform such as account lookup, quotes, order history, ship error entries, country of origins, tool repair status, and so much more.

What do you dislike?

Import function and templates are clunky. No way to import accounts and contacts at the same time. Purely a pipeline tool, can't integrate with accounting and commission statements. Advanced find can be tough to navigate if you aren't sure what you're looking for.

What do you like best?

I love how much I can customize it, especially building out dashboards. I love that I can pull advanced finds (reports) on any field in the database. I love how D&B ties into the program and feeds in SIC codes to the accounts when you link the data.

Recommendations to others considering the product

Deploying in the cloud made the system function better in the long run, there were some speed issues at first.