The ability to customize a CRM is another form of flexibility that many people appreciate, as both systems offer sufficient possibilities to configure work processes and to adapt the interface to the personal wishes of the individual user.If we look at flexibility from the point of view of setting up the CRM optimally according to the needs of your company, then Microsoft Dynamics 365 with On-premise, cloud and hybrid solutions Salesforce only works with a cloud-based approach, which can be a limitation if, for example, you want to keep certain operational business applications protected.With the advent of more cloud-based applications and mobile use, this flexibility is even more important. The reason for this is often a lack of flexibility. For example, an integration of Views with Excel is obvious, but more in-depth analysis is also possible using PowerBI, which is Microsoft's latest business analytics tool.ĬRM systems are all too often a source of annoyance on the shop floor. The advantage that Microsoft Dynamics 365 has here again is the wider compatibility with other Microsoft products. This way, developers are immediately aware of agreements made by sales and marketing can quickly communicate about ongoing projects.īoth Salesforce and Microsoft Dynamics 365 offer useful tools to generate reports quickly and easily. This formula integrates the necessary applications to easily share customer information across different departments.
In this context, Dynamics 365's Customer Engagement Plan is also very interesting. Microsoft is already a digital eternity reference when it comes to Office applications, so it is not surprising that Microsoft Dynamics 365 is one step ahead of Salesforce, which has to rely on third-party apps for integration with Microsoft Office tools. As far as Microsoft is concerned, this consistency is also in line with the user interface of the Office 365 products.Īnother important feature that determines the user experience is the integration of the CRM with other applications. In particular, the consistent user experience on desktop and mobile devices is an important step forward compared to previous versions.
#SALESFORCE VS MICROSOFT DYNAMICS WINDOWS#
User-friendlinessīoth Salesforce and Dynamics 365 provide a beautiful user interface with clear windows and navigation tools that can be operated intuitively.
To ensure that the users enter the data completely and correctly, the system must in the first place user-friendly In addition, there is also adaptability important: the configuration is best adapted to the needs of your company and must be able to respond - even after deployment - to changing or specific requirements. This is why not only large companies but also SMEs are increasingly relying on a solid CRM system.įrom a good CRM system you expect that entering data - which is important for the business - can be done easily, after which clear reports can be drawn up just as easily. These relations are becoming increasingly complex and their management poses new challenges. A good follow-up of customer relations is of course important.
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