Dynamics 365

Ease to use stands out to me. Been in the role for 3+ years and in the last year we moved to this software. Its definitely a big game step up. This has reduced the time per tasks drastically.

Per project we go through over 400 POs so imagine manual entry…..it was just the worse. Then we moved to dynamics. With a click you can load, update and change.

So far the only con I experienced had to do with migrated data. So we had POs that had been created in our previous system which we migrated over. Since they were not created on the system, editing / change ls to them was not as simple as a click.

I like that this software integrates with other Microsoft products - for example it allows us to save emails with the client of a button in Outlook. We were also able to have the software connect with an outside reporting tool so it has really added to consistency and productivity across the organization when it comes to managing clients, client meetings and overall tracking of activity and tasks.

I felt the that software has a bit of a learning curve and was not as easily adopting as other tools - we received training, I just feel that the interface is not as intuitive as others but once you get the hang of it, it works great.

We spent a year building and configuring our instance. Our team has been able to build a platform that helps our business serve thousands of customers daily and allows the MIE teams to pull meaningful data on each of these activities.

It would have to be the library of tools, not included in the license of dynamics. Other apps were needed in addition to the dynamics app. Share point, power bi ect..