Dynamics 365 Reviews

4.3 (4,957) Write a Review!

About Dynamics 365

Integrated business management solution that automates financial, customer relationship and supply chain processes.

Learn more about Dynamics 365

Pros:

I use this software and it’s so easy to use like Microsoft Word, Excel. Another advantage of Dynamics 365 is its flexibility and integration capability.

Cons:

Difficult to use at the start or being a beginner it's very hard and limited feature in mobile app.

Dynamics 365 ratings

Average score

Ease of Use
4.1
Customer Service
4.2
Features
4.3
Value for Money
4.1

Likelihood to recommend

7.9/10

Dynamics 365 has an overall rating of 4.3 out 5 stars based on 4,957 user reviews on Capterra.

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Lewis
Lewis
Technical Writer in Kenya
Verified LinkedIn User
Writing & Editing, 201–500 Employees
Used the Software for: 2+ years
Reviewer Source

Streamlining Operations with Dynamics 365

5.0 2 months ago New

Comments: As a Technical Writer, I would say that overall, my experience with Dynamics 365 has been very positive. The software provides a comprehensive solution for contact management and KPI monitoring, which has helped our organization to better understand our customers, automate our marketing and sales processes, and drive growth.

Pros:

When it comes to lead generation in Dynamics 365, these are the most likeable features:1. Comprehensive Contact Management2. Automated Marketing Processes through integration with other systems3. Robust Lead Tracking and Analysis tools4. Customizable Dashboards for real-time insights5. Seamless Integration with Microsoft Technologies for improved collaboration and information sharing.These features make it possible for organizations to manage their customer interactions, automate lead generation processes, track and analyze marketing campaigns, monitor lead generation efforts, and collaborate more effectively, ultimately driving growth and achieving their goals.

Cons:

One such area is the user interface, which some users may find to be less intuitive or harder to navigate compared to other solutions. This could result in a longer learning curve for new users or a less efficient experience for those who are used to a different interface.Another area of concern is the level of customization available in Dynamics 365. While the software provides a lot of flexibility in terms of configuring workflows and customizing fields, some users may find that certain aspects of the platform are not customizable enough to meet their specific needs.Finally, the cost of Dynamics 365 may also be a barrier for some organizations, as the software can be more expensive than other solutions with similar capabilities. This may be especially challenging for smaller organizations with limited budgets.

Rosalina
Executive Assistant in Philippines
Insurance, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

Microsoft Dynamics 365 Review: An in-depth examination of the benefits and drawbacks of the cloud-ba

4.0 last month New

Comments: Generally speaking, Microsoft Elements 365 is a strong stage that offers many highlights and capacities. While it may not be the best fit for each business, it tends to be an extraordinary answer for organizations hoping to combine their business processes, further develop efficiency, and scale their tasks. Nonetheless, organizations ought to know about the possible downsides, like the intricacy of the stage, cost, and restricted outsider mixes, prior to settling on a choice.

Pros:

Dynamics 365 contains a comprehensive portfolio of applications, ranging from finance and operations to sales and customer care. This makes it an excellent choice for businesses trying to streamline their operations and boost their overall productivity.Dynamics 365 is extremely adaptable, allowing customers to customise the platform to their own company needs. This facilitates the creation of workflows, the automation of procedures, and the streamlining of operations.Integrates smoothly with other Microsoft products such as Office 365, SharePoint, and Power BI, making it simple to exchange data across platforms and gain a more comprehensive perspective of your organization.Dynamics 365 is a cloud-based solution, which means users may use the platform from any location with an internet connection.

Cons:

All intricacy: Elements 365 is a mind boggling stage, and it can require investment to figure out how to utilize its highlights and capacities. This can be a hindrance for private companies or those with restricted IT assets.Cost: Elements 365 can be costly, particularly for organizations that require countless clients or customizations. This can make it a less alluring choice for private ventures or new businesses.Restricted outsider combinations: While Elements 365 coordinates well with other Microsoft applications, it tends to be more difficult to incorporate with outsider programming. This can restrict the stage's handiness for organizations that depend vigorously on different devices.Execution: A few clients dislike slow execution or framework crashes, especially while involving the stage for complex errands. This can be disappointing and problematic for organizations that depend on the stage for their everyday activities.Support: While Microsoft offers help for Elements 365, a few clients disapprove of slow reaction times or pointless care staff. This can make it challenging to get the assist you with requiring when you run into issues with the stage.

Bensaad
Bensaad
Independent affiliate in France
Verified LinkedIn User
Internet, Self Employed
Used the Software for: 6-12 months
Reviewer Source

Streamline Your Operations with Dynamics 365: An In-Depth Review

3.0 2 months ago New

Pros:

One of the most notable benefits of Dynamics 365 is its scalability and customization. Whether you're a small business or a large enterprise, the platform can be tailored to fit your specific needs and requirements. This flexibility allows businesses to streamline their operations, improve efficiency, and achieve better outcomes.Another aspect that users appreciate about Dynamics 365 is its intuitive user interface and seamless integration with other Microsoft products. The platform's design is user-friendly and intuitive, making it easy for employees to adopt and utilize. Additionally, the platform's integration with other Microsoft products such as Office 365, Power BI, and Power Apps, allows users to work more effectively and efficiently.

Cons:

Complex implementation and setup: Some users have reported that the implementation process for Dynamics 365 can be time-consuming and complex, requiring a significant investment of resources and expertise.Performance issues: Some users have reported performance issues, particularly when dealing with large amounts of data. These issues can slow down the platform and make it more difficult for users to access the information they need.High cost: Dynamics 365 can be expensive for businesses, especially small and medium-sized enterprises, and may require additional investments in hardware, software, and IT support.

Annie
Team Lead, Customer Success in Chile
Telecommunications, 51–200 Employees
Used the Software for: 2+ years
Reviewer Source

Positive Dynamics 365 Experience

5.0 2 months ago New

Comments: Overall, I had a positive experience with Dynamics 365. The platform is powerful and effective, and it integrates with other Microsoft products to make collaboration and data access much easier. However, the cost and complexity of setup can be a barrier for many businesses.

Pros:

Dynamics 365 is an incredibly powerful platform for businesses to manage their operations and customer service. It provides a comprehensive suite of tools to help manage workflows, customer relationships, and more. The integration with other Microsoft products is seamless, making it easy to access data and collaborate with colleagues.

Cons:

While Dynamics 365 is a great tool, it can be challenging to learn and understand. The complexity of setup and customization can be daunting for new users, and the cost of the platform can be prohibitively expensive.

Vanessa
Senior Key Account Manager in Germany
Machinery, 201–500 Employees
Used the Software for: 1+ year
Reviewer Source

Dynamics 365 Review

5.0 2 months ago

Comments: Overall, I have been very pleased with my experience using Dynamics 365. The system has greatly improved our operations and has helped us to become more efficient and effective. The wide range of features and tools available, as well as the ability to customize the system to fit our specific needs, has been invaluable.

Pros:

Dynamics 365 is a powerful and comprehensive business management solution that has helped streamline our operations and improve efficiency. The user interface is intuitive and easy to navigate, and the system offers a wide range of features and tools that can be customized to fit our specific needs. The integration with Office 365 is seamless and has greatly improved collaboration and communication within our team.

Cons:

The initial setup and implementation of Dynamics 365 can be a bit complex and time-consuming, and there is a bit of a learning curve for new users. The cost of the system can also be a bit on the high side, especially for smaller businesses

Farhan
Manager in US
Information Technology & Services, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

Alternatives Considered:

Dynamics 365

5.0 last month New

Comments: I've had a great experience with Dynamics 365. The software is very user-friendly and intuitive, and the customer service team has been incredibly helpful in helping me set up and troubleshoot any issues that I have had. The reporting capabilities are great, and the integration with other Microsoft products like Office 365 make the system very powerful. I'm very happy with Dynamics 365 and would highly recommend it to anyone looking for an enterprise level CRM solution.

Pros:

• Streamlined data management and customer insights.• Improved automation capabilities.• Unification of customer data.• Flexible deployment options.• Comprehensive analytics capabilities.• Improved customer service and support.• Easier to customize and extend.• Easier to integrate with other applications.

Cons:

• Expensive to implement and maintain.• Complex to learn and use.• Requires extensive training and user adoption.• Difficult to integrate with legacy systems.• Security and privacy concerns.• Potential data migration issues.

siphephelo
executive in South Africa
Consumer Services, 201–500 Employees
Used the Software for: 2+ years
Reviewer Source

Accelerate Your work environment and Business with Dynamics 365

5.0 3 weeks ago New

Comments: it very clear to use analytics, productivity and integration.

Pros:

-Empowers effortless collaborations and multi module workflow-Creates business efficiency/ resilience-intuitive utility-strives for business in the digital economy

Cons:

sometimes it gives you errors as it needs customization, and it can turn you off to products.

Deepak
Software Engineer in India
Information Technology & Services, 10,000+ Employees
Used the Software for: 1+ year
Reviewer Source

Alternatives Considered:

Genuine knowledge about Dynamics 365

4.0 last month New

Comments: Overall this is good software for different businesses.

Pros:

It provides different types of management facilities and hence reduces the complexity of the businesses without increasing the overall costs.

Cons:

It is not an easy task to learn this software as others.

Jérémie
Jérémie
CEO in Congo - Kinshasa
Verified LinkedIn User
Electrical/Electronic Manufacturing, Self Employed
Used the Software for: 1-5 months
Reviewer Source

Évaluation of the best Customer relationship management tools

4.0 last month New

Comments: Overall, dynamics 365 is one of the best lead management tools you can find on the market because of its flexibility of use.

Pros:

Dynamics 365 is a more than effective software in digital marketing and improving relationships with its prospects.

Cons:

I don't like it the least, but what can be a problem in terms of data security especially for large companies is the use of the cloud.

Ogarekpe
EFT Payments Delivery Specialist in Nigeria
Financial Services, 1,001–5,000 Employees
Used the Software for: 2+ years
Reviewer Source

Very Extensive and Robust ERP Software for Large Enterprise

3.0 last month New

Comments: I like that I can work with this tool as ERP and CRM service because it makes it easy to get all of my data from the different platforms into one place where I can easily analyzed and share data across my organization and with clients as well

Pros:

It is a very robust tool and allows for easy customization to fit the company needs on ERP, Sales and CRM.It easily connects to other tools like BI, Tableau for analytics even though you can generate reports on the software too

Cons:

It could be overwhelming especially when you have all the modules to work with.Customer support is mostly limited and frequent use is necessary to get the hang of it

Oussama
Oussama
technician in Morocco
Verified LinkedIn User
Automotive, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

dynamic 365 is in the field pro path o for easy tasks

4.0 2 years ago

Comments: from my experience on the automotive business using this product was a lot more better to go far in time into the first products of microsoft ,its easiness while interacting with your acceptable intuition uploaded for years into my memory helped me to escape so much time and filling it by learning so many other skills in the service of business , i have learned that time is money , my thought was aligned with the comprehend of the product which maintain your fuction into simplicity fasteness while its cost compairing to other products mostly cheaper

Pros:

during the lifestyle of business , i have never faced so many different tasks that wasn't easy going but using the dynamic 365 from microsoft , which i have curious about its fast developement and improvement during the last 1 years by it didnt suprised my knowledgeable first sight on microsoft software during years of my work ,since the dynamic helping me to most simplified the business tasks for me while learning others future skills allowing me to go through minimizing the time of spending on other busines tasks , especially with standpoint which helped business to grow faster by includingall the organization with most fixed sales teams tasks

Cons:

one the most strenghts of the dynamics 365 if your business during the last 10 years familiar with other microsoft product like microsoft office 365 ..., you will find that is most of all similar to the simplified menu of microsoft product since that microsoft didnt lost its flavors of maintain the same aroma while you will taste navigating throughout ths dynamic 365

Elissa
Business Controller in Malaysia
Automotive, 501–1,000 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

User Friendly Ms Dynamic 365

4.0 3 months ago

Comments: In overall, after year of using this software I am happy with this ERP/CRM tools that make my job more fruitful. It is easy to navigate, integrate with all module, upload mass data it is easier ever or even export the data in excel is just one click button.

Pros:

So far this is the easier software I had been used in the past. The latest version is more enhance than the previous version. Further, compare with other ERP product there is no specific code list or criteria you need to remember prior you navigate certain report. It is user friendly and easy to navigate. I had been used for many year to work on analysis for business decision making. Beside, it is easy to customise the report to suit the current change in business environment.

Cons:

The cost of implementing is pricey, not suitable for small scall business. The last I check with IT personnel, the minimum requirement is 5 license. But it is good to used if you are medium to big company and it work well for long run as it is easy to used.

AGNES
Technical Engineer in US
Banking, 51–200 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

Good System for Savings and Credit Coopertaive Societies

5.0 3 years ago

Comments: I loved Dynamics, its ease of implementation and use.

Pros:

The system was easy to customize. We were able to add membership modules which captured all the biodata of the Sacco's membership which is roughly 20,000 members. This data could easily be retrieved at a click of a button without buffering or delays. We went ahead and captured passport photos and even digital signatures and ID photocopies of the members and the system did not crash. The reporting module is easy and simple, there are sample reports and we were able to also create so many ad hoc reports without a challenge. The reports we could export to different formats for further analysis out of Dynamics. The Asset management module also worked so well for us, we were able to have all the assets captured into the system and their depreciation done well and on time. We customized the Financial/operations module which captured the Sacco loaning/lending to the members and how they were able to repay the loans on time taking into consideration the loan aging process. Over all this is a good software but it needs some technical know how to customize and tweak areas of interest and you will be able to automate the whole business.

Cons:

The software needs some improvement on the financial module. The new IFRS 9 Accounting Standard being implemented by savings and lending cooperative societies require that the data is captured accurately and the reporting is accurate. This is still a challenge.

Renaud
CCO in US
Medical Devices, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

Cumbersome, not very portable

3.0 8 months ago

Comments: It was ok, but I fund the software to be too cumbersome to use efficiently

Pros:

This is a full feature solution that can integrate in a ERP system with lost of options

Cons:

It looks lime it was developed years ago and has not changed much. The mobile application is not great and the customization is difficult, long and expensive

Suthan
Senior Software Engineer in Sri Lanka
Computer Software, 201–500 Employees
Used the Software for: 1+ year
Reviewer Source

This product settles on choices simpler in light of the fact that the incorporated information is ac

5.0 4 years ago

Comments: Dynamics enables firms to join the current advanced period, and this cultivates the procedure of basic leadership, and encourage development. With Dynamics, it is anything but difficult to foresee the customers needs, and this empowers firms to get ready satisfactorily on the most proficient method to manage their clients. Elements is a simple to utilize apparatus, which is ingenious and rich. I cherish Dynamics capacities and abilities.

Pros:

Simple to utilize, not costly, and easy to explore. Reconciliation with Outlook accessible for messaging. Its layouts are exceptionally helpful for comunicate news or tips to a business group. Coordination with other Microsoft items is extraordinary as well. Simple to redo, even a non-specialized individual can make new contacts, accounts,etc will be simple with Dynamics, no programming learning required. Client support is great with the FAQ and choices that are truly required. I can mass information to One Drive and access it synchronized with my work area. On the off chance that you make passages in a spot with no web, all information will be synchronized once web association is built up. It has a ton of additional items. The portable application is valuable for checking reports or access information when visiting clients or not before a work station. This CRM configuration permits compose all customers by classifications and access them quick and simple and recollect the customer history or significant things of the last contact or visit. All capacities you need are effectively accessible with a tick or contact. There are applications accessible for Android, iOS and Windows Phone.

Cons:

It has issues when an update is discharged. Isn't easy to use for new clients or learners. Requires a long customization to begin running Sign in portable application is excessively moderate. An excess of reaction time. Unreasonable windows, tabs and screens can make it hard to first time clients. It needs a superior menu. It just backings Internet Explorer based programs. Somewhat moderate to information input if not tweaked, numerous fields not by any stretch of the imagination required. Sessions break is a bulky issue. Despite the fact that it might be vital for security I don't care for it in light of the fact that multiple occasions a conversing with a client takes quite a while and it's, significant. Poor and troublesome joining with Gmail might be an issue. No visit effectively accessible. It's moderate to spare information since it's cloud based. It relies upon web speed.

Verified Reviewer
Verified LinkedIn User
Oil & Energy, 201–500 Employees
Used the Software for: 2+ years
Reviewer Source

CRM Management tool

4.0 last month New

Comments: Overall, Dynamics 365 CRM is a powerful tool that has helped us improve customer engagement, increase efficiency, and drive business growth.

Pros:

mproved Customer Engagement: Dynamics 365 CRM provides a 360-degree view of customers, which helps organizations understand customer needs and preferences. This, in turn, allows them to create personalized interactions with customers that help to build long-term relationships.Increased Efficiency: Dynamics 365 CRM automates many of the manual processes that are part of customer relationship management. This results in improved efficiency and reduced costs for organizations.Better Collaboration: Dynamics 365 CRM provides a platform for collaboration between different teams within an organization. This helps to improve communication, reduce silos, and ensure that everyone is working towards the same goals.Enhanced Sales Performance: Dynamics 365 CRM provides powerful sales tools, such as sales forecasting, pipeline management, and lead scoring. These tools help sales teams to identify the right opportunities and close deals faster.Better Customer Service: Dynamics 365 CRM provides a range of customer service tools, including case management, knowledge management, and self-service portals. These tools help organizations to provide a better customer experience, resolve issues faster, and reduce customer churn.

Cons:

Cost: Dynamics 365 CRM can be an expensive solution, particularly for small businesses or organizations with limited budgets. The cost can vary depending on the number of users, the level of customization, and the features needed.Complexity: Dynamics 365 CRM is a complex platform with many features and capabilities, which can make it difficult to use and manage. This can require significant training and technical expertise.Customization: While Dynamics 365 CRM offers a lot of customization options, this can also be a double-edged sword. Customizations can be expensive, time-consuming, and can create compatibility issues when upgrading to new versions of the software.Integration: Integrating Dynamics 365 CRM with other systems or third-party applications can be challenging, especially if there is no out-of-the-box integration available. This can require additional development work and testing to ensure compatibility.Reliance on Microsoft: Dynamics 365 CRM is a proprietary platform developed by Microsoft, which means that organizations using it are dependent on Microsoft for updates, support, and new features. This can create a lack of control over the platform's future development.

Gytis
Engineer in Lithuania
Building Materials, 51–200 Employees
Used the Software for: 2+ years
Reviewer Source

Dynamics 365

4.0 2 years ago

Comments: That common look and feel also has very tight integration some of the Microsoft office types of products, so for if you're used to your spreadsheets and trying to figure out how you can continue to work within your spreadsheets either uploading information into Dynamics 365 or exporting from Dynamics 365 to excel it becomes a lot easier to do and it's fairly seamless from a integration prespective.

Pros:

Microsoft Dynamics 365 is one of the leading systems and one of the top systems in terms of market share, customer satisfaction and one of the most known year peaces in marketplace. There are two primary offers of the 365. First is business central solution what marketplace provides for customers, but on the other hand there are more complex finace operations which is the bigger Enterprise offering within dynamics 365. So you have two differnent types of solutions and business central is meant to be more simplified easier to use, easier to implement type of soliution whereas ethanol or finance and operations is meant to compete with sap and oracle.

Cons:

Different modules within the Dyniamics 365 offering are some of the common weaknesses cited by our clients that are using the product. Now in addition of some of functional strengths I just mentioned Dynamics 365 also has the advantage of having that traditional Microsoft look and feel. For those who have used office 365 or Microsoft office or other Microsoft products within your company over the years you will find that Dynamics 365 looks a lot like what you're used to whether is how you navigate the system or how you find certain things within the system it tends to have that common look and feel.

Ansuya
Project Manager in Nepal
Arts & Crafts, 51–200 Employees
Used the Software for: 6-12 months
Reviewer Source

Review for Dynamics 365

5.0 2 months ago

Comments: As an individual user, my overall experience with Dynamics 365 has been positive. I have found the software to be powerful and flexible, allowing me to easily customize it to meet the specific needs of my business. The ability to integrate with other Microsoft products, such as Office 365 and Power BI, has been especially useful in streamlining and improving communication and efficiency across different departments. The unified view of customer interactions across different departments has also been a valuable feature, allowing me to gain a more complete understanding of my customers and make more informed decisions.One of the benefits I have realized by using Dynamics 365 is increased visibility and control over my business operations. The software has enabled me to automate many of my business processes, which has saved me time and resources. Additionally, the ability to access and analyze data in real-time has helped me to make more informed and strategic business decisions.The business problems that Dynamics 365 has helped me to solve include lack of communication and visibility across different departments, difficulties in tracking and managing customer interactions, and difficulties in making data-driven decisions. With Dynamics 365, I have been able to improve communication and collaboration across different departments, gain a more complete understanding of my customers, and make more informed decisions based on real-time data.

Pros:

Dynamics 365 is widely regarded as a powerful and flexible software that can be easily customized to meet the specific needs of a wide range of businesses. I like the flexibility and customization options that Dynamics 365 provides. It allows businesses to tailor the software to their specific needs and processes. Additionally, I appreciate the ability to integrate with other Microsoft products such as Office 365 and Power BI, which can streamline and improve communication and efficiency across different departments. The ability to provide a unified view of customer interactions across different departments is also a valuable feature. It allows businesses to have a more complete understanding of their customers and make more informed decisions.

Cons:

Additionally, the cost of Dynamics 365 can be high, particularly for businesses that require a large number of users or customizations. However, this complexity and cost can also be seen as an investment in the long-term benefit of having a fully functional and customized system that can provide significant improvement in the efficiency and effectiveness of the business process. It is worth mentioning that Dynamics 365 is a complex and feature-rich software, and some of these areas of improvement can be achieved via customization and integration with other systems, it depends on the use case and the specific requirements of the organization.

Keegan
Entrepreneur in US
Internet, Self Employed
Used the Software for: 6-12 months
Reviewer Source

I love the ease of user friendliness! CRM is in a category by itself!

5.0 2 years ago

Comments: It's a CRM that is anything but difficult to utilize whenever you have gotten its hang, in the event that you are an individual who utilizes these applications there will be no issue here. It has great reconciliation with Microsoft administrations and any individual who has utilized these administrations will feel right comfortable. It's an absolute necessity requirement for any business as it goes about as a focal center point to thoroughly understand your customers, your business, advertising, money and different other client assistance alternatives. It's customization choices are likewise simple to utilize permitting you to advance your experience. Anyway there are a few negatives basically being the moderate information transfer speed because of it's cloud based sparing experience, it's versatile experience is likewise not very extraordinary as it runs gradually. Copy contacts are additionally a problem to manage in this product. Generally incredible programming to use with simply some minor issues that can be rectified.

Pros:

All that you'd require in a business field is here, to place in basic terms putting deals, advertising, money and client assistance alternatives. It is nothing obscure and somebody that utilizes CRM programming projects will feel right comfortable with this product. I like that I can follow anything I need to think pretty much the entirety of my customers and its usability is faultless on the off chance that you are somebody who has utilized these sort of projects before this is an excellent item to utilize. You needn't bother with any programming information or any sort of other outside information to alter the framework as you would prefer. It's mix as well with it's other Microsoft parties is fantastic this is something that most outsider CRM programming projects don't have henceforth making this CRM programming the best choice in the market to date.

Cons:

The mobile app isn't extremely extraordinary. There are exceptionally successive accidents and it simply doesn't give that experience which an end client expects out of such an incredible platform. Nonetheless, Microsoft had compensated for it by presenting the power applications highlight.

Layne
Layne
Sr. Territory Account Executive in US
Verified LinkedIn User
Publishing, 51–200 Employees
Used the Software for: 2+ years
Reviewer Source

It's like Salesforce, except that many third party programs don't integrate with it.

3.0 5 years ago

Pros:

It's fairly easy to navigate and find what you are looking for. It's the CRM we already had and we've built a number of internal integrations with it.

Cons:

There are a few really bizarre things about the user interface. 1. The "save" button is at the very bottom, right-hand corner of the screen, where there are literally zero other buttons. It feels like the least intuitive place for something as important as a save button. When I first started using the CRM, it took me almost a week to realize you could actually save something. 2. The sign in process is as clunky as it gets. Every 24 hours, Dynamics signs you out automatically (not a big deal, Salesforce does this too). However, once you are signed out, instead of taking you to a page where you can sign back in, or do anything, it just takes you to a dead page that tells you that you've been signed out and suggests you close all your browser windows to then sign back in. The process is madness, and it hasn't changed. 3. When you are loading the home page, you typically want to search a record, so you start typing something in the search field. Just as the page is about to finish loading, it moves your cursor down to the "What's New" section to post something. The result is that I have a few posts that contain nothing more than partial account names that I was trying to search. The last major hang up is that very few workflow automation tools like Toutapp, Yesware, ect will integrate with Dynamics (mostly because so few of their customers actually use Dynamics). This has prevented us from buying the programs we want to use for our sales team.

Nagish
IT Officer in UK
Nonprofit Organization Management, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

Best in the Bests, CRM and ERP all together

5.0 4 years ago

Comments: Microsoft Dynamics works the same the businesses works, if it comes to management it draws charts when needed, it provides accurate data to deeply analyses it and filters makes it easier to get the exact data which we want. Integration with Office 360, Sharepoint and Office Online which is the coolest part. The deployment was much easy as the cost of license and deployment was very low from any other competitor of Dynamics in the market. So it was a great experience to get familiar with Microsoft Dynamics and use it instead of using five to ten different apps to manage the same task. I will suggest everyone who is searching for the best CRM/ERP because nothing is better then Dynamics. I am very happy with the overall experience of Dynamics.

Pros:

Everything in one place such as Sales, Marketing, Finance, Field service, Customer Service, Operations and the automation which is not available in other products that are in the market right now. Most likable thing is customer support of Dynamics which I didn't see any other ERP or CRM team provide. It enables me in a real sense to be productive, intelligent in decisions and it was very very easy to adopt. Accessing and managing from PC, Mobile or a Web Browser makes it more accessible and more powerful. The look and feel (Controls/features/UI) for a different kind of user is another best thing which makes it standout. Both Enterprise and Business edition are fantastic when it comes to their design and functionalities, and the integrations with office 365 and other social apps give a lot more control and features and security which no any other CRM or ERP can, that's why I love it.

Cons:

It looks and feels kinda mashup of Microsoft Word, Outlook, Excel, etc then it's a bit difficult to use it with ease at the start, so the knowledge curve for the first time Microsoft product user is a little slower and challenging for the first time for the user who is not familiar with other microsoft products.

Shahid
Business Developer- Sales Ops in India
Verified LinkedIn User
Information Technology & Services, 501–1,000 Employees
Used the Software for: 2+ years
Reviewer Source
Source: GetApp

Dynamics CRM is the leading industry CRM

5.0 4 years ago

Comments: Our sales process has improve and the processing time has been reduced for all orders. Dynamics has empower our sales team to make right decisions, they feel equipped with all necessary information. We are able to create better visibility for everyone and work sales performance management.

Pros:

Reporting is made very easy with Dynamics, there are so many inbuilt templates for report and dashboard which can serve most of the needs. Our Sales flow has improve with Dynamic in place with better lead management. Sales team is most benefited as they feel equipped with the necessary information and they achieve better results. Page layout is very user friendly for all records, like opportunity, quote, account. The support team is very prompt and helpful, with their help you can use Dynamics to the best of it capabilities.

Cons:

The only thing that I come across is, inline edit capability is not available in the reports. Apart I am very happy and satisfied using Dynamics

Verified Reviewer
Verified LinkedIn User
Food Production, 501–1,000 Employees
Used the Software for: 2+ years
Reviewer Source

Dynamics 365 for Sales

4.0 4 years ago

Pros:

- Its very intuitive specially after the unified interface introduced by Microsoft we have a seamless interface across all platforms including Web, Tablet, Mobile. - Integration with any system including MS office, Outlook, Dynamics AX, NAV, GP is pretty straightforward after the advent of CDS platform. - The power platform (Power BI, MS Flow, Power Apps) is a power pack of creating very handy utilities for your business. - With power apps i have created multiple apps for my business users with zero programming skills. -Power BI platform allows you to create comprehensive reports using OOB templates available for Sales, Service Management etc. - The licensing is pretty straight forward and generous. With one Customer engagement license i was able to utilize almost everything under the Dynamics 365 umbrella including power apps, power BI and MS Flow etc.

Cons:

- The mobile application is not very great. There are very frequent crashes and it just doesn't provide that experience which an end user expects out of such a great platform. However, MS had made up for it by introducing the power apps feature. - Some features are just too hard to implement. It all looks good from the list of features that the platform has to offer but when you actually want to implement it, the data required to simulate that feature is a piece of work e.g. Sales AI, Relationship Assistant

Verified Reviewer
Verified LinkedIn User
Public Relations & Communications, 51–200 Employees
Used the Software for: 1+ year
Reviewer Source

Microsoft Dynamics 365 is great for CRM and PSA

5.0 4 years ago

Comments: We switched from Salesforce to D365 because we needed a more cost-effective system that would allow us to track our work from open opportunities to project completion (i.e., seamlessly go from CRM to PSA functionality). The D365 UI did take some getting used to after being on Salesforce for so long, but once we got used to it, the D365 UI is very easy to use and intuitive. Our transition was fairly smooth (it was just a 3-month project) and we have been very happy with the switch.

Pros:

There are a few things that I really love about Dynamics 365 (D365): 1. It has fully integrated Customer Relationship Management (CRM) and Professional Services Automation (PSA) modules. With many other CRM systems (e.g., Salesforce), the CRM and PSA modules are completely separate systems and you have to spend time and money integrating them. 2. It is fully integrated with Office 365. In other systems, connecting to Outlook or Excel can be a hassle and/or feel like you're going "ouside" the system. With D365, working in and out of Office 365 is just seamless. 3. The cost! D365 is extremely cost effective, especially when compared to Salesforce.

Cons:

My two big dislikes for D365 are: 1. In order to fully administer the system, you need to be both a D365 admin and an Office 365 admin since some functions (like adding new users or exporting audit logs) require you to go into the admin screens of both systems to accomplish it. 2. The system can often be very "Microsoft," meaning that some things are both incredibly powerful and helpful, but also incredibly finicky and/or difficult to use... all at the same time.

Verified Reviewer
Verified LinkedIn User
Accounting, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

Alternatives Considered:

The best CRM (Customer Relationship Management)

4.0 3 months ago

Comments: Microsoft Dynamics 365 makes my life easier by adding a wide range of tools directly into the CRM i.e. from customer service to your business analytics.for example,Outlook can communicate quite easily with the CRM and thus help me close sales directly through your emails.

Pros:

Power Bi ,a powerful business analysis tool that creates reports and helps you get a better picture of the situation at any time and about anything in your CRM.

Cons:

Difficult to use at first and if someone who has no notion, it is very difficult and the features are really limited in the mobile application.