Dynamics 365

Avantages

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.

Inconvénients

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.

Avantages

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.

Inconvénients

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.

Avantages

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).

Inconvénients

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.

Avantages

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.

Inconvénients

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.

Avantages

It offers a well-known client experience thus offers the conventional look and feel of a Microsoft item. In case you are acquainted with Office items or you are utilizing SharePoint at work for your framework, at that point this is a strong choice to consider.
It works the same locally or in the cloud. Users can utilize Dynamics Customer Relationship Management in case you are utilizing on-premise information stockpiling, are 100% in the cloud, or utilizing a half breed arrangement of information the board.
Microsoft dynamics doesn't expect users to buy framework. There are zero foundation ventures that users should make. Users are not required to keep up this stage either, in light of the fact that Microsoft handles everything at their end. The duty of users is basic: input significant data into the Customer Relationship Management framework, at that point use it.

Inconvénients

It is streamlined to work with other Microsoft items. Microsoft Dynamic expects users to know their stuff, thus at the point when new businesses initially get moving, the business procedure may not be as smooth as it should be. There probably won't be an information following instrument or system set up to catch client information, potential leads, and other basic data for the business channel. Microsoft Dynamics sometimes does not take into account server code alteration.