Dynamics 365

"Gran herramienta"

Comentarios: Uso diario para mantener integrados a todos los involucrados en las oportunidades.
Es sencillo dar de alta las cuentas, los clientes y las oportunidades

Puntos a favor: Permite llevar el seguimiento de las oportunidades con todos los involucrados

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

"Muy buena opción"

Puntos a favor: Permite la automatización de los procesos de TI y seguridad de los mismos

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

"Observaciones"

Comentarios: Lo uso todos los días en mi laptop del trabajo y me va bien

Puntos a favor: La facilidad de modificar mi sistema sin tantas restricciones

Contras: Fragilidad del sistema contra los virus digitales.

"Dynamics in a league of it's own"

Comentarios: I have tried other CRM's in my career but none of them come close. The future of this product is incredibly bright and the cost to entry is so low that there is no reason not to give it a shot if you think it can help you. The Microsoft account management team will work with you to find the right fit for your needs and set you up for success.

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.

Contras: 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.

"Dynamics 365 Customer Engagement/Field Service are robust CRM and CMMS options"

Comentarios: I have used CRM in D365 for a number of years, but have been recently through a reimplementation as the FieldOne Sky product was replaced with Field Service. This was a challenging project, but proved successful. We adopted the unified interface early on so had to deal with some bugs, but didn't want a lot of retraining right after implementation with the interface change.

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).

Contras: 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.