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SamikshaShetty - PeerSpot reviewer
Consultant at Frequency Foundry
Consultant
A stable and customizable product that provides excellent reports and insights
Pros and Cons
  • "The insights are quite helpful."
  • "The things that are needed are not available in the documentation."

What is our primary use case?

We use the solution in the internal ticketing system of our managed services. We also provide the product to our clients according to their requirements and provide them with managed services.

What is most valuable?

We provide our customers with a front-end portal where they log in and log their tickets. They can raise tickets and manage it. It is connected to the CRM. We have three different SLA scenarios for premium customers. According to the SLAs, we set different priorities for each customer and keep track of the KPIs. We have also set up email-to-case conversion rules based on a certain template. We have defined certain workflows based on case scenarios and statuses. There is an automated update to the client.

We recently started the transition of Copilot for a chatbot. We have not yet explored it. It is quite easy to start with. It is easy to set up the tool and integrate it with the database. We can keep building it. The reporting of our MSP tool is integrated with Microsoft Dynamics 365. We also have a separate tool for data.

We get a summarized quarterly analysis of the tickets that crossed the SLA and the users' responses. The tool summarizes it nicely and shows a yearly view of what went wrong and what can be done better. It was a separate tool before. Now, it is integrated with the solution. It is not up to the mark yet, but it's a better version. The insights are quite helpful.

What needs improvement?

We are facing an issue with the duplicate detection rule. We have set up the rule. However, the solution is quite old, and the data collected is large. We struggle to use the detection rule for complicated records with similar names or email IDs with one or two different letters. We can work around it with customization. Management of data and finding the logs of the changes made by certain users takes quite a time.

When we transitioned to the chatbot, we had to raise a separate ticket to understand it. We can't pitch it to our clients if we are not technically aligned with the enhancement. The things that are needed are not available in the documentation. The knowledge available in Power Pages is quite limited. We still have to contact support to understand more.

For how long have I used the solution?

I have been using the solution for four to five years.

Buyer's Guide
Microsoft Dynamics 365 Customer Service
November 2024
Learn what your peers think about Microsoft Dynamics 365 Customer Service. Get advice and tips from experienced pros sharing their opinions. Updated: November 2024.
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What do I think about the stability of the solution?

I rate the tool’s stability an eight out of ten.

What do I think about the scalability of the solution?

We have eight or nine customers who use the solution. We provide maintenance and troubleshooting services to our customers. We have more than ten engineers in our technical team who work on developing and testing the product. We have a separate team for retention. I rate the tool’s scalability an eight out of ten.

How are customer service and support?

The support is helpful sometimes. We get quick responses and relevant responses. One of our clients had a P1 issue related to mailbox settings. The emails were not getting sent. We raised a ticket with Microsoft. It went on for a couple of months with no proper solution. The audit logs were not retained after 30 days, so things went downhill. We didn’t get a proper outcome even after three months of communication.

We get responses for simple scenarios, but it takes the team quite a while for complex scenarios. The technical aspects of complicated issues take time. We are fine with getting responses in a month or two. However, it is unacceptable when we wait for three months, contact multiple engineers from multiple regions, and do not get a response. There were some good interactions and quick responses, though.

How would you rate customer service and support?

Positive

What's my experience with pricing, setup cost, and licensing?

The licensing is confusing. The tool is a bit on the expensive side if we purchase it individually. If we opt for specific plans, it might be within our budget.

What other advice do I have?

We also use the Sales CRM for our internal sales-related workflows for generating leads and opportunities. Integrating the out-of-the-box features was not that difficult. However, based on the different requirements of different customers, we have to customize the tool. Previously, it was a bit tedious, but now it's quite easy. Based on the customer’s needs, the product requires some additional customization from our side. We keep the out-of-the-box features as the base and integrate more if required. 

Overall, I rate the tool an eight out of ten.

Disclosure: My company has a business relationship with this vendor other than being a customer: Managed Service Provider
PeerSpot user
Mudit Sharma - PeerSpot reviewer
Business Analyst at a computer software company with 201-500 employees
Real User
Top 10
Has a valuable feature for connectivity and a simple setup process
Pros and Cons
  • "It has easy-to-use customization features."
  • "They could improve the components to be more user-friendly. It needs to be more interactive for new users to operate."

What is our primary use case?

We use the product to track and follow up on business proposals. It helps us with customer service and lead opportunity management.

What is most valuable?

The product’s best feature is connectivity. There are inbuilt connectors to integrate with PowerBI and other applications. It has easy-to-use customization features. Anyone can manage the entities and update them as per business requirements. 

What needs improvement?

They could improve the components to be more user-friendly. It needs to be more interactive for new users to operate.

For how long have I used the solution?

We have been using Microsoft Dynamics 365 Customer Service for four years.

What do I think about the stability of the solution?

I rate the product’s stability a ten out of ten.

What do I think about the scalability of the solution?

Our organization has 12 to 15 Microsoft Dynamics 365 Customer Service users. We encountered some issues while receiving product updates. I rate the scalability a seven out of ten.

How are customer service and support?

The technical support team takes multiple weeks to fix the errors. It should improve the response time.

How would you rate customer service and support?

Neutral

Which solution did I use previously and why did I switch?

We have used DashOps and Zoho before.

How was the initial setup?

The initial setup process is very simple.

What about the implementation team?

We are a gold partner of the vendors and provide consulting services for customers.

What's my experience with pricing, setup cost, and licensing?

I rate the product’s pricing a seven out of ten. It is a decent price compared to multiple vendors and products available in the market. It is fine if you have a team of 10 to 15 people. However, it is most suited for enterprises that require more stability.

Which other solutions did I evaluate?

In comparison, Salesforce provides much better functionality but costs more than Microsoft.

What other advice do I have?

I rate Microsoft Dynamics 365 Customer Service an eight out of ten. It has a lot of speed-defined functions.

Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
PeerSpot user
Buyer's Guide
Microsoft Dynamics 365 Customer Service
November 2024
Learn what your peers think about Microsoft Dynamics 365 Customer Service. Get advice and tips from experienced pros sharing their opinions. Updated: November 2024.
816,406 professionals have used our research since 2012.
Cheif Solution Architect at iGenius
Real User
Top 20
Having it in a co-pilot capacity enhances efficiency

What is our primary use case?

We have implemented the solution in manufacturing industries. We do everything in each department: automation, flow integration, sales, Business Central for accounts, and Power BI for reports.

What is most valuable?

Automation is everywhere, and having it in a co-pilot capacity enhances efficiency. It’s safe that upgrades are frequent. When we started, the integration model was in place. Now, it encompasses the entire data set, including Power BI. We need to set up Power BI and gather data from each department based on user activities and other metrics.

What needs improvement?

The licensing model is confusing, especially for partners and customers. Many customers are limited to the basic 365 package, with additional add-on options available for users. Transparency is crucial for explanation. Microsoft provides documentation detailing the features of each license. There is less clarity or discussion around this issue.

For how long have I used the solution?

I have been using Microsoft Dynamics 365 Customer Service for 15 years, including four years in India.

What do I think about the stability of the solution?

We have done more than three implementations in the last two years. We feel the solution is stable.

What do I think about the scalability of the solution?

The solution is easy to scale. We work with both SMBs and enterprise solutions.

How are customer service and support?

The support is good. We try to generate a ticket. Most tickets are resolved quickly, but a few tickets take some time.

How would you rate customer service and support?

Positive

How was the initial setup?

The initial setup is easy, but Kubernetes depends on the technical documentation. Depending on their requirements, It will take one to two days, subject to documents. We have around five people to deploy the solution.

What was our ROI?

We only started with 2-3 people, but it's growing good.

What's my experience with pricing, setup cost, and licensing?

The product comes with a yearly license.

What other advice do I have?

The solution’s maintenance is easy. We have a support team to guide us.

Overall, I rate the solution a nine out of ten.

Disclosure: My company has a business relationship with this vendor other than being a customer: Integrator
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reviewer2275227 - PeerSpot reviewer
Information Technology Project Manager at a manufacturing company with 5,001-10,000 employees
Real User
The solution’s functionality is old-fashioned and its setup is very complex, though it has a good user interface
Pros and Cons
  • "I liked the solution's web version and user interface."
  • "I didn't like the solution very much because its functionality is a bit typical and old-fashioned, and the entire system needs upgrading."

What is our primary use case?

We are trying to implement the solution in the manufacturing industry. Vendors and ERP teams sit at our office, and we are testing whether these products are suitable or if I need to check for more. Currently, we are evolving the user stories and testing the system to see if it suits our industry.

What is most valuable?

I liked the solution's web version and user interface.

What needs improvement?

I didn't like the solution very much because its functionality is a bit typical and old-fashioned, and the entire system needs upgrading.

How are customer service and support?

The solution's technical support didn't support me at all.

How would you rate customer service and support?

Neutral

How was the initial setup?

The solution's initial setup is very, very complex. As a user, the solution's setup was a terrible experience for me.

What other advice do I have?

It would be great if the solution provided a user manual for users about standard functionality.

Overall, I rate the solution a five out of ten.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Sahil Shahi - PeerSpot reviewer
Market Researcher at SRINSOFT INC
Real User
Top 10
Efficient automation and excellent customer service while being easy to use
Pros and Cons
  • "It is easy to integrate with other tools, and the customer service is excellent."
  • "The interface could be more appealing and attractive for users."

What is our primary use case?

I am a market researcher for my organization, and I research different technologies to see what they are doing and what is happening around the world. I have experience with Microsoft Dynamics 365 CRM and use it primarily for CRM storage, cloud storage, and helping other organizations integrate with Microsoft ERP solutions.

How has it helped my organization?

It is easy to use and understand, and no special tutors are required for Microsoft Dynamics 365. If people have worked with CRM systems like Salesforce or HubSpot, they can easily understand Microsoft Dynamics CRM.

What is most valuable?

It is easy to integrate with other tools, and the customer service is excellent. The automation features, especially for exporting or importing files from different sources, are very efficient.

What needs improvement?

The interface could be more appealing and attractive for users. Microsoft should work on making the interface easier to understand and connect different departments more efficiently. Additionally, sometimes we face glitches, but customer support helps resolve these issues.

For how long have I used the solution?

It has been around two years.

How are customer service and support?

The customer service is excellent. They are ready to help us at any time.

How would you rate customer service and support?

Positive

Which other solutions did I evaluate?

I have researched other CRM systems like Salesforce and HubSpot.

What other advice do I have?

Every tool needs improvement in the upcoming future. Microsoft should focus on enhancing the interface to make it easier to understand.

I'd rate the solution eight out of ten.

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Other
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
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System Admin at Scalesoft
Real User
Top 20
Good for management and easy to administer
Pros and Cons
  • "I mainly do customer management, setting records, and things like that."
  • "There are some occasional performance issues."

What is our primary use case?

I mainly do customer management, setting records, and things like that. 

We use the Internet Facing Deployment (IDF) configuration for this CRM system,  which allows external access through a secure connection.

What is most valuable?

It's easy to administer, and the UI is lag-free.

What needs improvement?

There are some occasional performance issues. It wouldn't be a dealbreaker for most, but a strong internet connection and some specific configurations are crucial for optimal performance.

For how long have I used the solution?

I have been using it for three years. I handle high-level design and project delivery.

What do I think about the scalability of the solution?

It's good for medium and maybe large companies. It can handle medium workloads.

Which solution did I use previously and why did I switch?

Management tools vary depending on the client. Currently, I'm focusing on Microsoft security solutions like Exchange Online and related gateways.

How was the initial setup?


What's my experience with pricing, setup cost, and licensing?

Overall, the pricing seems fair. I would rate the pricing a seven out of ten if one is the cheapest possible and ten is expensive. It is neither cheap nor overpriced. 

What other advice do I have?

It's useful and easy to use, especially for administration center users. I would recommend using the solution. 

Overall, I would rate the solution a nine out of ten. 

Which deployment model are you using for this solution?

On-premises
Disclosure: My company has a business relationship with this vendor other than being a customer: partner
PeerSpot user
IT Admin at Ostbayerische Technische Hochschule Regensburg
Real User
Top 20
Provides efficient support services, but there could be more customization options
Pros and Cons
  • "Microsoft Dynamics 365 Customer Service's most valuable features are the ability to create meetups for customers and support daily business functions."
  • "The platform’s UI could be better."

What is most valuable?

Microsoft Dynamics 365 Customer Service's most valuable features are the ability to create meetups for customers and support daily business functions.

What needs improvement?

The platform’s UI could be better. There could be more customization options.

For how long have I used the solution?

We have been using Microsoft Dynamics 365 Customer Service since 2017. At present, we are using the latest version.

What do I think about the stability of the solution?

I rate the product’s stability a ten out of ten.

What do I think about the scalability of the solution?

We have 40 Microsoft Dynamics 365 Customer Service customers. I rate the product’s scalability a seven out of ten. We can’t use it for many people. The license model is restrictive. We have to purchase a separate license for each user.

How was the initial setup?

I rate the product’s initial setup an eight out of ten. It requires two executives for deployment.

What's my experience with pricing, setup cost, and licensing?

I rate Microsoft Dynamics 365 Customer Service pricing a five out of ten. We pay €200 per license. There are no additional costs involved.

What other advice do I have?

It is a good product to maintain for customers. It is a standard tool and provides good support services. It fits in our Microsoft environment, but sometimes customization options require a lot of effort.

I rate it a seven out of ten.

Which deployment model are you using for this solution?

On-premises
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Implementing consultant at Simark
Real User
Top 10
Stable product with a simple setup process
Pros and Cons
  • "It is a stable product."
  • "The product doesn’t meet standard functionality. There should be enough features included in it."

What is most valuable?

It is an overall good product and has many essential features.

What needs improvement?

The product doesn’t meet standard functionality. There should be enough features included in it.

For how long have I used the solution?

We have been using Microsoft Dynamics 365 Customer Service for more than 15 years.

What do I think about the stability of the solution?

It is a stable product.

What do I think about the scalability of the solution?

We have an enterprise business as a customer for Microsoft Dynamics 365 Customer Service.

How are customer service and support?

We refer to standard options in the product’s technical documentation in case of any issues.

Which solution did I use previously and why did I switch?

We have used Business Central.

How was the initial setup?

The initial setup is simple, as I have prior experience working with more complex setups. The deployment time depends on the users and database size.

What other advice do I have?

I rate Microsoft Dynamics 365 Customer Service an eight out of ten.

Disclosure: My company has a business relationship with this vendor other than being a customer: partner
PeerSpot user
Buyer's Guide
Download our free Microsoft Dynamics 365 Customer Service Report and get advice and tips from experienced pros sharing their opinions.
Updated: November 2024
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Buyer's Guide
Download our free Microsoft Dynamics 365 Customer Service Report and get advice and tips from experienced pros sharing their opinions.