What does Microsoft Dynamics 365 do well? There are so many features that I love about this CRM. The functionality, the ease of use, the reporting capabilities, the insights! The list goes on. From a Sales perspective, now that LinkedIn is a MS product, the integration into the CRM is valuable. You can import LinkedIn contacts, link with key influences within CRM, and even see additional key people within an organization that you should link with. Also, the hug amount of information that can be added to the customers, contacts, opportunities and competitors.
What does Microsoft Dynamics 365 not do well? Some of the modules of the program were not as complete as I expected. And at least for the administrator the user and profile menus were not as intuitive as they could have been.
What do you wish you had known about Microsoft Dynamics 365 before using? We are using Microsoft Dynamics 365 to track our grants from foundations. It has been a huge benefit to have a faster working system that can search for accounts quickly without crashing. This has enabled us to do more prospect research because we can easily search to see if the foundation is already listed in our CRM, or if it is new
Have you used a competitor to Microsoft Dynamics 365? If so, how does it compare? No