Microsoft Dynamics 365 for Customer Insights Reviews & Product Details


What is Microsoft Dynamics 365 for Customer Insights?

Microsoft Dynamics 365 for Customer Insights helps to drive engagement through intelligent customer analytics and give employees the relevant insights they need to better understand and engage with customers.

Write a Review

Microsoft Dynamics 365 for Customer Insights Profile Details

Microsoft Dynamics 365 for Customer Insights Profile Details

Vendor
Microsoft
Description
Microsoft Corporation develops, licenses, and supports software products and services; and designs and sells hardware worldwide. Flagship products include Windows, Office, Azure, SQL Server, Exchange, SharePoint, Dynamics ERP and CRM, as well as Xbox; Skype; and Windows Phone.
Company Website
Year Founded
1975
Total Revenue (USD mm)
110,360
HQ Location
Redmond, WA
Phone
+1 (877) 276-2464
Ownership
NASDAQ: MSFT
LinkedIn® Page
www.linkedin.com
Employees on LinkedIn®
166,946
Twitter
@Microsoft
Twitter Followers
8,609,749
Show moreShow fewer

Companies Using Microsoft Dynamics 365 for Customer Insights

Marston's

Microsoft Dynamics 365 for Customer Insights Reviews

Filter Reviews
Filter Reviews
Sort by
Ratings
Company Size
User Role
All Industries
Write a Review
1-13 of 13 total Microsoft Dynamics 365 for Customer Insights reviews

Microsoft Dynamics 365 for Customer Insights Reviews

Write a Review
Filter By
Connections
Show reviews that mention
1-13 of 13 total Microsoft Dynamics 365 for Customer Insights reviews
Copy Review URL
Accountant
Accounting
Small-Business
(11-50 employees)
Validated Reviewer
Verified Current User
Review Source
Copy Review URL

"Microsoft Dynamics 365 for Customer Insights is the best software in the market for organizing data."

What do you like best?

What I like most is that this platform is easy to set-up, reset-up, and start using. Also, Microsoft Dynamics 365 for Customer Insights is customized to suit the needs of any corporation. Additionally, I like the fact that this platform easily integrate with other platforms.

What do you dislike?

Although Microsoft Dynamics 365 for Customer Insights is the best CRM platform, it is not free to get a genuine version. Also some templates available for this software are outdated. That way, Microsoft Dynamics 365 for Customer Insights is less competitive on the existing market. It would be better if they take time to update some of the obsolete templates.

Recommendations to others considering the product:

I would recommend this platform to the users that are looking for an intuitive platform that can integrate with other Microsoft 365 Dynamics such as Customer service and project service automation.

What problems are you solving with the product? What benefits have you realized?

We have relished a lot of benefits from the very first time that we implemented Microsoft Dynamics 365 for Customer Insights. Thus, we are able to stay on top of leads since this platform has all the features to track customer relationships.

Copy Review URL
Ops Mgr
Small-Business
(11-50 employees)
Validated Reviewer
Review Source
Copy Review URL

"A helpful tool for data collection"

What do you like best?

This is a really nice program to organize data from various endpoints and locations and then can create actionable insights for your team.

What do you dislike?

Setting up customer insights is not really straightforward as you'd think. It's not extremely difficult, but it does demand many steps that could drive you away. However, the program is new so hoping this improves over time.

Recommendations to others considering the product:

Currently, the Customer Insights does not have many data sources that it supports out of the box. As of now, I believe it is just CSV files, Dynamics 365, and Hub Data APIs. This is a bit disappointing, but it still is worth it.

What problems are you solving with the product? What benefits have you realized?

Tracking KPI's is one of our favorite features, and it is handled very well. We also can see the WHOLE customer journey on one dashboard. It helps us predict their needs and enhance future engagements.

Copy Review URL
CEO
Management Consulting
Validated Reviewer
Verified Current User
Review Source
Copy Review URL

"Microsoft Dynamics 365 for Customer Insights operations for customer satisfaction"

What do you like best?

Microsoft Dynamics 365 for Customer Insights allow gathering of information from different sources and consolidation for an actionable insight. this information can help an organization identify new needs and preferences for their customers.

What do you dislike?

The fact that you cannot use this software without an internet connection make it limited.

Recommendations to others considering the product:

Microsoft Dynamics 365 for Customer Insights is the best software as far as good organizational customer service is concerned

What problems are you solving with the product? What benefits have you realized?

I use this software in my online marketing business to ensure that i take action upon concerns of all my clients

Copy Review URL
Account Executive Recruitmnet Advertising
Publishing
Enterprise
(5001-10,000 employees)
Validated Reviewer
Review Source
Copy Review URL
Business partner of the vendor or vendor's competitor, not included in G2 scores.

"Microsoft Dynamics 365 fpr Customer Insights"

What do you like best?

The programs allows customers to manage their accounts designated by the product they purchased allowing instant access to information that are crucial to the business.

What do you dislike?

The difficult process of filtering account and information. Searching for accounts and product could be a challenge when there are duplication in the system.

Recommendations to others considering the product:

For all Microsoft Dynamics programs, It does take some time to get uses to it but that should not effect the learning curve for users.

What problems are you solving with the product? What benefits have you realized?

The programs is used as a tool to access accounts and available products for clients that purchased recruitment solutions. Tracking the progress of every product and making changes to it.

Copy Review URL
UI
Mid-Market
(51-200 employees)
Validated Reviewer
Review Source
Copy Review URL

"Great for sales teams"

What do you like best?

Dynamics has a lot of functionality outside of just being a CRM - an internal chat system, a really solid calendar interface, and other apps that make it a fantastic all-in-one platform. Does have solid functionality for sales teams when it comes to being a CRM. Integrates with several vendors and applications.

What do you dislike?

Does not have much functionality of being a tool that other teams can use - IE, marketing, etc. Reporting is very flawed and not user-friendly.

What problems are you solving with the product? What benefits have you realized?

One great thing is is assists in capturing data across all kinds of different places to eliminate siloed data.

Copy Review URL
U
Enterprise
(1001-5000 employees)
Validated Reviewer
Review Source
Copy Review URL

"Solid CRM"

What do you like best?

Goal tracking and leader boards. Loved the way Dynamics tracked the leader boards and goals for all the reps. Was very easy to see where you were to goal and how much needed to be produced.

What do you dislike?

Creating alternative lists or pulling specific info was difficult. This may just have been because of how the company had it set up but any time we wanted to make a new list or change format of anything we had to go through our system admin and it was a long process.

What problems are you solving with the product? What benefits have you realized?

Tracking customer relationships and staying on top of leads

Copy Review URL
U
Enterprise
(10,001+ employees)
Validated Reviewer
Verified Current User
Review Source
Copy Review URL
Business partner of the vendor or vendor's competitor, not included in G2 scores.

"Nice Tool"

What do you like best?

What i like on this tool is the ability to predict data outcome from the sources i've tapped in.

What do you dislike?

the version which we are working in now is with preview.. i dont have dislikes but maybe when we start buying out the standard versions.

Recommendations to others considering the product:

Best part is the ability to customize the tool based from our needs.

What problems are you solving with the product? What benefits have you realized?

Customer verbatims

Copy Review URL
Data Analyst
Aviation & Aerospace
Mid-Market
(201-500 employees)
Validated Reviewer
Review Source
Copy Review URL

"Microsoft Dynamics 365 is a great CRM and allows for detailed customer insights."

What do you like best?

User interface is easy to learn, and lots of add-on services that can integrate with Dynamics.

What do you dislike?

Some add-ons integrate better than others.

Recommendations to others considering the product:

Compare with other CRM platforms, and also consider add-ons that you might consider integrating later on, planning ahead.

What problems are you solving with the product? What benefits have you realized?

Having all customer data in one place, and being able to see activity in a multitude of ways.

Copy Review URL
U
Small-Business
(2-10 employees)
Validated Reviewer
Review Source
Copy Review URL

"Excellent functionality and in depth analytics"

What do you like best?

I like how functional the software is and the ease of use with powerful features and an overall benefit to my business.

What do you dislike?

I think the platform could be better organized and more convenient to use.

What problems are you solving with the product? What benefits have you realized?

Insights and analytics into customer actions. I've been able to better track my customers product usages.

Copy Review URL
UL
Validated Reviewer
Review Source
Copy Review URL

"Microsoft Office"

What do you like best?

I really like the features when it comes to the outlook email access via a cloud based website.

What do you dislike?

I wish that the word options in Microsoft were a little more user friendly and visible.

What problems are you solving with the product? What benefits have you realized?

We are solving business problems such as failing to have visualization to our data processes.

Copy Review URL
AM
Mid-Market
(51-200 employees)
Validated Reviewer
Review Source
Copy Review URL

"I like this platform for the most part"

What do you like best?

Not super user friendly visually, but it gets the job done

What do you dislike?

It’s hard to naviagte and I wish I could really see everything all at once

What problems are you solving with the product? What benefits have you realized?

We are analyzing customer data and have found out great insight on our candidates

Copy Review URL
U
Small-Business
(2-10 employees)
Validated Reviewer
Review Source
Copy Review URL

"User friendly "

What do you like best?

How easy this software is to use for what I need it for

What do you dislike?

I truly enjoy this software and what it has done for me and my company

What problems are you solving with the product? What benefits have you realized?

See what is and isn’t working for my clients

Copy Review URL
UA
Enterprise
(10,001+ employees)
Validated Reviewer
Review Source
Copy Review URL

"Microsoft dynamics 365 was a great tool to use"

What do you like best?

Allowed us to create dynamic ashboards to show key metrics

What do you dislike?

It was not as intuitive to use as Salesforce

What problems are you solving with the product? What benefits have you realized?

Client tracking, reporting, dashboarding

Microsoft Dynamics 365 for Customer Insights Features

  • Reports Interface
  • Steps to Answer
  • Graphs and Charts
  • Score Cards
  • Dashboards
  • Calculated Fields

Microsoft Dynamics 365 for Customer Insights User Ratings

6.9
Ease of Use
Average: 8.3*
8.3
Quality of Support
Average: 8.6*
1.7
Ease of Setup
Average: 8.0*
* Business Intelligence Platforms Category
Do you work for Microsoft Dynamics 365 for Customer Insights?

Microsoft Dynamics 365 for Customer Insights Categories on G2

Microsoft Dynamics 365 for Customer Insights