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15Hi team,
Our Company has previously used Zoho projects and Zoho CRM to manage both sales opportunities/deals and project management,. Ultimately because of the lack of integration between these 2 applications we have decided to look elsewhere for a CRM solution. We have a keen interest in dynamics 365 but there are certain functions that are mandatory to our project management needs:
1. We are a small business that primarily need to use a CRM system to easily manage and track the initial phase of a sale ; account details, sales name, revenue accrued, etc. nothing complex. We dont really have a streamlined product as we provide a service and consultancy practices.
2. If the sale opportunity is successfully closed, we need to shift the sale to a project. That requires an identical layout of fields to make the shift easy. This is where zoho failed to offer an effective solution and is a must for Dynamics 365.
3.Once the project is successfully onboarded, what is the dynamics 365 solution for project management? We will be tracking tasks/actions in Microsoft projects, not dynamics. The key function of the project management application will be logging and tracking all projects in a User Friendly interface.
Please assist us in answering these inquiries
Thank you
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