Dynamics 365 Customer Insights

What differentiates Dynamics 365 Customer Insights from other similar products?

We integrate our own legacy enterprise resource planning solution using Microsoft Dynamic 365. We discovered that Microsoft Dynamic 365 can be easily customized to meet our unique demands in the finance sector. The solution is used for project management, business intelligence reporting, and operations in sales and service.

What is your favorite aspect of this product?

Our weekly planning meetings benefit greatly from reporting in the platform because everyone can contribute and ensure that everyone is informed. It assists us in streamlining our processes and makes sure that all departments are aware of the overall picture of business operations. It has excellent reporting and a great ability to delve further into an entry.

What do you dislike most about this product?

Out of the box, it doesn't function. To make it function, advisors and specialists are needed. As a result, it is significantly more expensive to set up and operate than was initially planned. It is also quite challenging to import data from outdated systems into NAV.

What recommendations would you give to someone considering this product?

We can work with various currencies and convert any currency to local currency with ease. We can simply track resource expenditures and consumption thanks to NAV. All accounting processes are easily automated using NAV, which aids in month-end and year-end procedures. Additionally, it enables efficient management of inventories and bookkeeping without too many difficulties.

What differentiates Dynamics 365 Customer Insights from other similar products?

The programmer includes common marketing templates. These are excellent starting points. This is a component of Dynamics 365. the wide range of its powers. It offers a "stream" or "feed" of all required events and conversations with Employers. Even better, it can be done with a single button press. It is capable of communicating with a wide variety of items. Very adaptable to our process requirements.

What is your favorite aspect of this product?

It offers a tool called the Rich Dashboard, which provides many features for managing and interacting with your customers. It is a terrific tool for marketers and marketing departments since it enables them to gather potential customers and nurture leads by interacting with them and learning about their needs and expectations. It is quite helpful to deliver customers who have chosen your brand from the search results fresh product updates and campaigns like DM.

What do you dislike most about this product?

There needs to be a task flow in place. The flow of the process is nonexistent. It is clunky, glitch, multi-lifting of information, lost information, useless notifications, and there isn't anyone who knows how to get it to work; even the so-called experts don't know how to get it to work. The basic license has a very little restriction on the number of interactions; however, buying more interactions is expensive.

What recommendations would you give to someone considering this product?

You may use it without experiencing any difficulties and improve the quality of your everyday work because the link with the Office products you are used to using is highly fluid. It offers real-time client data that enables more effective communication. It can also be integrated with additional third-party applications. Finally, it has improved my marketing department's overall productivity. Utilizing built-in product features supports multiple organizational functions.

What differentiates Dynamics 365 Customer Insights from other similar products?

This CRM platform has several dashboards, is extremely customizable, makes it simple to watch the sales process from beginning to end, and is reasonably priced, most intriguingly. The product's layout is incredibly self-explanatory, especially for first-time users. The developers made it simple for us to change some elements to make the interface more usable for our complete team.

What is your favorite aspect of this product?

The information flow inside the business improves due to centralizing consumer knowledge, and simultaneous consumer outreach is achievable if a high-quality sales plan is created. The help you need is available with Microsoft Dynamics 365 Marketing. It comes in the form of highly skilled and accommodating customer support specialists available twenty-four hours a day, seven days a week. Additional functions include Customer Data Management, Lead Management.

What do you dislike most about this product?

Features are "hidden," the user is not accustomed to them, and the data is presented poorly graphically. When under a lot of stress, the system can sag; there is no obvious way to boost efficiency. Requires a time and resource commitment. Still, certain features need to be made available. Occasionally, simple topics on the platform are only available in plain text.

What recommendations would you give to someone considering this product?

Strong product with a variety appropriate for beginners to specialists. There are several integration options. I'll be honest here because there are many advantages: Excellent value; it offers account management resources. The user experience is also good because you can observe how quickly the product grows better and better. Additionally, it aids in learning precisely what our goods and services entail.