Microsoft Dynamics 365

Microsoft Dynamics 365 is our main CRM that we have been using for a long time, what I really like about this CRM is the fact that it gives a complete visibility of all the required information for example: Purchase History, Invoice History, Active Opportunities, Remaining Credit Limit and many more things. It gets integrated to our Citrix environment perfectly, providing a secure and hassle-free experience. It shows some of the finest details about the customer that is available. I enjoy working on Microsoft Dynamics 365 because most of my applications are window based so it provides an overall amazing productive environment. Overall, it's a good experince till now.

• Microsoft Dynamics 365 is being used in our organization from a long time, we have tried other CRM during the last couple of years but none proved to be as efficient as Microsoft Dynamics 365

Zoho Books and QuickBooks Commerce

Microsoft Teams, Microsoft 365, think-cell

We use MS Dynamics 365 as accounting software for recording accounts payable bills, payment transactions, Payments made to customers, credit card expenses, other expenses, recording time, generating invoices to customers, etc. We use MS Dynamics 365 daily. It's one of the best accounting software to record daily expenses. It's easy to use and helps prepare monthly financials, etc.

• Positive Impacts - AP Management makes easy to us.
• Negative Impact - Supports doesn't solve issues particularly. Hard to connect with them.
• Positive impact- This software makes email campaigns and invoice issues easy for customers to use.

Sage Intacct, NetSuite ERP and Xero

Sage Intacct, Xero, NetSuite ERP

We use Microsoft Dynamics 365 for 2 divisions. We use it for opportunities and also for customer complaints or cases. We have approximately 300 customers in each division. We import customer, product and RMA data into Microsoft Dynamics 365 from our ERP system (Oracle/PeopleSoft) on a nightly basis.

• Positive impact on tracking sales opportunities
• Ease of use to transition to new sales associates

Oracle CRM On Demand and S4 for Salesforce

Microsoft 365, Oracle PeopleSoft ERP, UKG Ready

We use Microsoft Dynamics 365 to track our customers and maintain sales managers records regarding all activities and opportunities, related to each customer. These records allow our leadership to monitor our Sales Manager activities with our clients, along with our customers opportunities activities and ensuring we are addressing every opportunity we've been presented with along with meeting all of our customers needs.

• Quantifiable ROI has been upwards of 125%
• Real-time insights have provided business outcomes and automated processes for our organization.
• Improved Financial Performance overall

Salesforce CMS

Geotab, Sugar Connect

For 5 years I have worked with UK charities that were implementing and using Microsoft Dynamics 365. Their systems were used to manage: donors, partner organisations, other contacts, beneficiaries, donations, events, other fundraising activities, mailshots (paper and electronic), and to report on the effectiveness of their various activities. These organisations were sold Microsoft Dynamics Customer Relationship Management, which was renamed to Customer Experience.

• Implementation time and costs escalated throughout the project
• Operating costs were much higher than expected, largely because of disk usage costs. The cost per GB per month was 20 times the cost of premium disk on an Azure server, and the space taken up by the data was 10 times the same data in the source systems.
• Achieving accurate, consistent and credible reports was very difficult: for the implementation partner, independent consultants and internal staff (who had proven database reporting skills).

CiviCRM, Salesforce Data Cloud and Blackbaud Raiser's Edge NXT

PostgreSQL, Oracle Java SE, Ubuntu, Blackbaud Raiser's Edge NXT