Your dashboards have their own tab at the top of the screen. But what sets it apart from other flexible solutions is the ability to create multiple dashboards. You can customize virtually everything in Microsoft Dynamics. However, for many smaller businesses, it`s overkill and creates unneeded complexity. If you`re familiar with creating pivot tables in Excel, the setup is similar. This gives Microsoft Dynamics 365 a lot more reporting power than most CRMs, plus the ability to drill down into data in a granular way. The number of data points is seemingly endless. Unlike Keap or Pipedrive, which offer drag-and-drop reporting tools, Microsoft`s Reporting Wizard is decidedly more work. This ensures you get a good sense of the software before investing. The trial version is already populated with test data, allowing you to play with the system from day one vs. You can then complete a 30-day trial of the software, with the option to extend to 60 days. Microsoft offers live demos tailored to job roles, so you can see exactly how it will help each department. New users won`t have to unlearn their old habits about how the system `should` function. This may be the rare occasion where no experience with CRM software is better. Microsoft has managed to combine a complex and expansive feature set with easy navigation.ĬRM veterans should note that the UI is different from most platforms. However, once you know the ropes, the platform is straightforward to use. Like any complex software solution, Microsoft Dynamics 365 requires thorough training.
If you`re a small company you may be overwhelmed by all the features and the steep price tag. However, it is designed for large enterprises.
In spite of its vast range of features, Microsoft Dynamics is surprisingly simple to use-after training. It is a comprehensive business solution that combines the power of CRM with enterprise resource planning (ERP) software. If you`re already using Microsoft across your organization, Dynamics 365 is a natural choice. Many businesses trust the Microsoft name.
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