Dynamics 365

4.4 (5,678)
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ERP and CRM applications from Microsoft

Overall rating

4.4 /5
(5,678)
Value for Money
4.1/5
Features
4.3/5
Ease of Use
4.1/5
Customer Support Software
4.2/5

88%
recommended this app
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5678 Reviews

Jeremiah
Jeremiah
Overall rating
  • Industry: Computer Software
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Dynamics is a full featured tool

Reviewed on 03/02/2022

We have enjoyed working on the Dynamics CRM and it has greatly assisted us in customer and lead...

We have enjoyed working on the Dynamics CRM and it has greatly assisted us in customer and lead management across departments and the companyu.

Pros

Dynamics has assisted us in establishing streamline sales process and opportunity tracking that is done consistently across all sales reps and the department. Dynamics also allows easy gathering of the touch points done with each client and how they were executed.

Cons

Setting up custom features, security , and limited access is all available but does require some in-depth knowledge and fine turning to get it just right.

Oussama
Oussama
Overall rating
  • Industry: Automotive
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

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

Reviewed on 28/11/2020

from my experience on the automotive business using this product was a lot more better to go far in...

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

Jonathan
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Dynamic powerhouse

Reviewed on 19/08/2024

I personally enjoy it, I like having all the info at my hand and being able to export any data that...

I personally enjoy it, I like having all the info at my hand and being able to export any data that I have ever needed.

Pros

Everything, but I really enjoy the pie charts and ability to import information via Power Platform with things such as Access or Excel.

Cons

There is a lot of information on the screen at any given time, but even with this learning curve you'll come to appreciate each bit of info provided.

Julia
Overall rating
  • Industry: Law Practice
  • Company size: 201–500 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 4.0 /10

There's Potential

Reviewed on 01/07/2019

We are not using the application at all in the way we had envisioned and I am looking at other...

We are not using the application at all in the way we had envisioned and I am looking at other Microsoft partners that could help as well as altogether switching to other applications for contact management.

Pros

I chose Dynamics 365 because we are already using Microsoft products and wanted a seamless integration to our CRM. I was drawn to the simplicity of the application and ability to customize within the application from the demo.

Cons

When I started working with a Microsoft partner to customize the application, I quickly became frustrated due to the number of errors and roadblocks that came with the integration and implementation process. I had evaluated our situation very carefully to ensure we had the required technical specifications and would be a good fit for our company; however, I was thrown off by the requirements that we could not face.

Alternatives Considered

Act-On, Mailchimp, and HubSpot CRM

Reasons for Choosing Dynamics 365

Marketo has poorly created templates that are difficult to customize and limited, and they have poor customer service to back up the products they provide.

Switched From

Marketo Engage

Reasons for Switching to Dynamics 365

Highly customizable Microsoft product for easy integration purposes
Linus
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Competent Support for Business Operations.

Reviewed on 01/07/2024

Dynamics 365 has captured multiple operational needs for companies, and this improves the sales and...

Dynamics 365 has captured multiple operational needs for companies, and this improves the sales and revenue

Pros

Dynamics 365 has valid and focused operational options, and this resolves all the business demands.
Dynamics 365 has a significant customer support players, and this resolves challenges that occur.

Cons

Dynamics 365 is timely, with no operational defect from the vendor.

Calvin
Overall rating
  • Industry: Automotive
  • Company size: 501–1,000 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 8.0 /10

D365 - a viable Legacy ERP replacement

Reviewed on 02/04/2024

Once we got past the cutover pains (about 6 months) it has gotten easier to live with. I can also...

Once we got past the cutover pains (about 6 months) it has gotten easier to live with. I can also see why at an executive level, they made the decision to go with this solution. When compared to products like SAP and Oracle I think you will be far happier with your investment in D365 (buy with confidence).

Pros

Flexibility - It does take some custom coding, but it is a based product that you can tailor to meet all of your ERP related needs

Cons

The server based technology has bandwidth issues constantly (make sure you scale your system properly).

Expect your IT staff to grow significantly if you are coming from an AS400 based environment.

Requires isolation of support work (in an AS400 environment you can have generalist who do everything -- that will change drastically in this environment.

Kay
Overall rating
  • Industry: Retail
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 2.0 /10

Very dynamic system but hard to learn and maintain.

Reviewed on 12/02/2024

It has been very frustrating to use. To change pricing, take a PHD to figure out how to do it....

It has been very frustrating to use. To change pricing, take a PHD to figure out how to do it. Then you have to wait hours to see if it even took. Quite often it doesn't and then you have to get on the phone with Tech Support. Who has time to sit on the phone with Tech Support for hours.

Pros

Haven't figured that out yet and I have been using it for over 2 years.

Cons

It has a lot of programs that could really help us. But the Quick Reference Guides we use are not user friendly.

Monica
Overall rating
  • Industry: Electrical/Electronic Manufacturing
  • Company size: 201–500 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Dynamics 365

Reviewed on 31/07/2024

Pros

Easy to use. We can customize the report accordingly. Good for billing and invoicing

Cons

The application freezes many time. if you want to reverse entry you have to duplicate to zero out the entry

Kynan
Overall rating
  • Industry: Business Supplies & Equipment
  • Company size: 201–500 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 7.0 /10

D365 purchasing

Reviewed on 21/07/2024

Overall positive. I maintain user accounts and purchase supplies through it.

Overall positive. I maintain user accounts and purchase supplies through it.

Pros

Ease of Administration from IT perspective

Cons

Difficult to navigate if you don't know what your doing

Tayo
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11–50 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

A Comprehensive Business Management Solution

Reviewed on 14/08/2024

Dynamics 365 has been a valuable asset for our business. It's helped us streamline our operations,...

Dynamics 365 has been a valuable asset for our business. It's helped us streamline our operations, and the customer support team is knowledgeable and responsive.

Pros

I appreciated the breadth of features offered by Dynamics 365, which allowed us to manage our business operations in one place. The integration with other Microsoft tools is also excellent.

Cons

The learning curve was steeper than expected, and some of the features felt overwhelming at first.

AGNES
Overall rating
  • Industry: Banking
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 8.0 /10

Good System for Savings and Credit Coopertaive Societies

Reviewed on 02/03/2020

I loved Dynamics, its ease of implementation and use.

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.

Alternatives Considered

Temenos Transact

Reasons for Choosing Dynamics 365

Ability to generate Reports, capture loads of member biodata and ability to use the financial and operation modules with ease.

Reasons for Switching to Dynamics 365

Dynamics was affordable and within out budget.
Jeff
Overall rating
  • Industry: Staffing & Recruiting
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 0.0 /10

Buyer Beware!!!

Reviewed on 16/02/2022

Overall not great, but what was most disturbing was discovering that when we made our decision to...

Overall not great, but what was most disturbing was discovering that when we made our decision to move to another ATS, we were not given our data in a free back-up file like every other ATS provider does. It was made clear that We Owned the Data, but we had to extract if ourselves. Not having the IT expertise to do so, we needed to contract with Microsoft Partners to get that data for us. The first partner was unsuccessful in getting our data. Ultimately the second partner was successful, but it cost us close to $10,000 to get what should have been provided to us free of charge. We were also required to subscribe for another year to their service so we would have time to have someone get our data, which took close to two months. As a result we were forced to use an ATS system for an additional year beyond what we had hoped. We were also not allowed to escalate our concerns about this process.

Pros

Integration with Microsoft Outlook for email tracking was decent.

Cons

To numerous to describe here in detail, however one particularly frustrating aspect of data collection was that, when entering notes on a candidate in a job pipeline, that data was not visible from the candidates general record. To see this information, you had to know to look in the candidate's file associated with their activity in a job pipeline.

Elissa
Overall rating
  • Industry: Automotive
  • Company size: 501–1,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 7.0 /10

User Friendly Ms Dynamic 365

Reviewed on 28/12/2022

In overall, after year of using this software I am happy with this ERP/CRM tools that make my job...

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.

Alternatives Considered

Oracle Database

Reasons for Switching to Dynamics 365

The decision is make by IT department based on the budget and functionality of the product
Rosalina
Overall rating
  • Industry: Insurance Software
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 8.0 /10

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

Reviewed on 18/02/2023

Generally speaking, Microsoft Elements 365 is a strong stage that offers many highlights and...

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.

Keegan
Overall rating
  • Industry: Internet
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

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

Reviewed on 28/10/2020

It's a CRM that is anything but difficult to utilize whenever you have gotten its hang, in the...

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.

alfredo
alfredo
Overall rating
  • Company size: 51–200 Employees
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

The simplicity of the tool. It was easy to get used to.Adding SKU in bulk is also dynamic and...

Reviewed on 13/03/2018

Pros

1296/5000
Like any CRM software, Microsoft Dynamics 365 allows your company to share communications, leads and opportunities to make the most of your team's time and effort. I particularly appreciate the integration with MS Outlook, although the plug-in is still a bit hard and significantly slows down performance.

Integration with the complete package of Microsoft products. Level of customization and integration in third-party applications. The variety of different business line modules allows you to be used by many more people / departments than ever before. The integration of LinkedIn has made the collection of Sales Analysis much easier and has accelerated my ability to find references and presentations for new businesses. The integration of Outlook is also simple and easy to use and allows the tracking of all communications within the Sales module with a click of a button.
What I like most is that I can track so many things in one place for my clients. I can see all the previous contacts, both by myself and by others. It is a place for all the documents, able to keep track of the completed tasks, the history of the client, etc.

Out of the box, the system is ready to go, so if you have never used a CRM before, you can start using it directly. It is very easy to import data using Excel templates generated by Dynamics so that it does not start completely from the beginning.

The system is also very easy to customize without the need of any programming knowledge.

Cons

A single contact record can not be associated with more than one company.
Many of our clients manage multiple sites, so we have many duplicate contacts.

Users often find the system frustrating when it does not work, it can be slow, there are problems with it working on Edge, and there are limits to the available customizations.

The connector of Outlook is difficult to use, we have downloaded it with mixed success, sometimes decreasing the perspective at unusable speeds and others that are not reliable to use.

Although personalization has come a long way since the first versions, there are still some things that could be useful, such as the possibility of accumulating opportunities from secondary accounts in the main account registry.

Opportunity totals can be easily accumulated, but not the actual opportunity list.

Licenses are limited to full access or read only, something in between would be useful too.

You can not see the exact amount of data stored in your entities.

This is a big problem if Dynamics 365 only offers a limited amount of storage in the cloud by CRM. For example, I believe that the first limit of memory beings in the cloud is 10 GB for entry-level CRM users.

Like us, we have a lot of integration data and add-ons, which would be very nice to understand the amount of data that.

It is not customizable for our commercial use. It is not a product as effective as something built for our commercial needs, like the Megaphone.

Ansuya
Overall rating
  • Industry: Arts & Crafts
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Review for Dynamics 365

Reviewed on 22/01/2023

As an individual user, my overall experience with Dynamics 365 has been positive. I have found the...

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.

junaid
Overall rating
  • Industry: Computer Software
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Comprehensive functionality: Dynamics 365

Reviewed on 21/03/2023

While Dynamics 365 has many strengths, some users have raised concerns about the cost of the...

While Dynamics 365 has many strengths, some users have raised concerns about the cost of the platform and the level of support provided by Microsoft. Additionally, because Dynamics 365 is a comprehensive suite of applications, it can be overwhelming for some users to navigate and use all of the available features.Overall, Dynamics 365 is a powerful and versatile platform that can help businesses improve their operations and drive growth. Its comprehensive functionality, ease of use, and integration with other Microsoft products make it a great choice for businesses of all sizes and industries.

Pros

Comprehensive functionality: Dynamics 365 offers a wide range of modules and applications that can be customized to meet the needs of almost any business. Whether you're looking for CRM, ERP, or a combination of both, Dynamics 365 has you covered.Integration with other Microsoft products: As a Microsoft product, Dynamics 365 integrates seamlessly with other Microsoft products like Office 365 and Power BI, making it easy to share data and insights across your organization.

Cons

User-friendly interface: Dynamics 365 has a modern, intuitive interface that's easy to navigate and use, even for non-technical users. The platform is designed to be customizable, so users can easily tailor it to their specific needs and preferences.Cloud-based deployment: Dynamics 365 is a cloud-based platform, which means that users can access it from anywhere with an internet connection. This also means that updates and maintenance are handled by Microsoft, freeing up IT resources for other tasks.Strong analytics capabilities: Dynamics 365 includes powerful analytics and reporting tools that allow users to analyze data and gain insights into their business operations. This can help drive better decision-making and improve overall business performance.

Lydiah
Lydiah
Overall rating
  • Industry: Financial Services Software
  • Company size: 201–500 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

I give Dynamics 365 it dues and acknowledge it as an all inclusive solution for my entire...

Reviewed on 28/04/2023

My experience with Dynamics 365 has been one worth noting. It is marked with a lot of fulfillment...

My experience with Dynamics 365 has been one worth noting. It is marked with a lot of fulfillment knowing that I've got the best especially CRM tool I can ever get.

Pros

Sales and Marketing has been on the rise like in the last 3years and many people are opting for it because of the freedom on your time and even you deciding what you will earn at the end of the day as well as leverage over your time. And this is where Dynamics 365 comes in to make your business operations soo seamless as well as maximizing on earnings. It is an absolute answer to businesses. First of all it's user friendly and Incase of any issues in implementation and use,then the customer support team is alert 24/7. Also it's total cost of adoption into your enterprise processes is quite reasonable. It's capabilities are on another level and can be used across all the departments. From finance to make informed decision and accelerate reconciled financial reportings as well as give a clear forecast on the financial trajectory of any business beacause on can view everything from payables,receivables, transaction dimensions,defferals,manage multiple currencies,bank account and assigning automatically audit trails.It is also an efficient CRM tool when integrated with the sales options and is useful to maintain an overview of contacts and their needs ,keep track of sales opportunities which will result to a boost in productivity. I believe if you can get hold of and just efficiently manage the above two department of your enterprise then we can consider it a successful one. But also tomention Dynamics 365 is useful to procurement ,HR,Project Management making it the best fit.

Cons

To be honest i have used Dynamics 365 for over 2years now and I have not experienced any downside at all. It even amazes me on it comprehensive capabilities and the fact that it can be used across multi-department is just soo fulfilling

Gilmer
Gilmer
Overall rating
  • Industry: Food & Beverages
  • Company size: 10,000+ Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Easy to use and intuitive

Reviewed on 17/09/2023

Although there was an important adaptation phase when migrating our processes to this new platform,...

Although there was an important adaptation phase when migrating our processes to this new platform, the benefits obtained far exceeded the investment made. The centralization of business data greatly facilitated my daily work and improved our efficiency. The customization of screens, reports and workflows allowed us to optimize processes according to our line of business. The flexibility and future expansion possibilities of the solution make Dynamics 365 a highly recommended option to centralize and integrate the operations of any company

Pros

I mainly liked the scalability and customization possibilities that Dynamics 365 offers. Its modules are designed flexibly to adapt to the specific requirements of each client. The centralized administration and the complete control it provides over data and business processes allow me to comprehensively manage all the company's information. Cloud architecture facilitates remote access and collaborative work between teams. Microsoft complete ecosystem of partners provides a wide range of complementary solutions to expand its capabilities

Cons

The aspect that I was least satisfied with is that some traditional CRM functionalities are a bit limited as it is mainly an app platform. The learning curve is also somewhat steep for users without experience in these types of solutions. The costs associated with additional modules and licenses can increase if a full deployment of all its capabilities is required. Maintaining security updates and patches also implies latency until complementary solution providers incorporate them

Matthew
Overall rating
  • Industry: Oil & Energy
  • Company size: 201–500 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 2.0 /10

Unresponsive, unintuitive, bug-riddled

Reviewed on 09/03/2018

I DO NOT recommend this product to ANYONE. The features which work only do so after weeks spent...

I DO NOT recommend this product to ANYONE. The features which work only do so after weeks spent learning the software's bugs and avoiding them. This is not a finished product, and in the two years I have used it not a single issue has been resolved.

Have the developers even attempted to use this? I am so far beyond being understanding of this thing's shortfalls, and I hope this is apparent in my review. Give my company a refund so that the money which Microsoft has NOT earned can be distributed to the employees who have spent hours of unproductive time compensating for Microsoft/D365/CRM's shortcomings.

Pros

It promises to deliver a comprehensive client management system, databases information for perusal by its users, and has a lot of potential.

Cons

The user interface is atrocious. Pages which should be full windows are contained in scroll bars in my browser window

Tables within these windows are not scaleable and are improperly scaled. This cuts off row lables, column headers, and information which I would like to read but cannot

Drop-down menus are not generated automatically

Timesheets are sliding-windows nested within sliding-windows nested within sliding windows, all of which are compressed to less than half the height of my screen by an incompressible block of data.

Timesheets wipe information without warning. New lines added to timesheets occasionally do not register, do not save, prevent submissions for review, and are undetectable until I close the timesheet, the information I entered is wiped, and I spend an hour trying to discern which portions of my billable (BILLABLE! I work by the hour, time spent on this costs my company money, costs me money by way of lost income earned in performance reviews, blatantly ruins my day, and ruins the fidelity of my timesheets by forcing me to try and back out my work for the day)

The TIMER feature in timesheets, a STOPWATCH feature that should be a simple start/stop, cannot properly roll over between hours. If you restart the timer on a line, because (god-forbid) you start a task and the timer, stop the task and a timer, start a new task and a new timer, stop a new task and a timer, and restart the original task and its timer, the thing cannot simply add more time to the original line. No, when it reaches the next hour (1.4 -> 1.9 -> 2.0 -> 2.1 is expected and correct behavior) it just fails entirely, and continues to neglect full hours going forward. (1.4 -> 1.9 -> 0.0 -> 0.9 -> 0.0 -> 0.9 -> 0.0 -> 0.9). This is a baseline thing which i would consider only a slight step up in difficulty from not deleting my activity description (which CRM does frequently)

But why am I having to rank timesheet features by difficulty? My company has paid for Dynamics 365 services, and it is functional to the minimum degree.

Contact entries cannot be related to more than 3 cases? The "Recent Cases" table on the right is not one table - it's FIVE IDENTICAL TABLES arranged vertically along the right side of the screen. Of these, the top and the bottom entries CANNOT be used, and attempting to associate the Contact to a Case returns an error. The MIDDLE THREE tables only accept ONE ENTRY each - my contact is associated with DOZENS of case files, and I am limited to THREE?

This list goes on. This product is awful. This is absolutely awful. DO NOT purchase this product. I am a baseline wage-earner in my company, and am not whatever customer-relations / customization employees Microsoft use to field customer complaints / cater this service, but whatever they are doing is doing done poorly.

Lingraj
Overall rating
  • Industry: Information Technology & Services
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 8.0 /10

Fuel for corporate- Dynamics 365

Reviewed on 07/04/2023

It's been 3+ yrs using Dynamics 365 it always serves as a helping hand to our job roles and...

It's been 3+ yrs using Dynamics 365 it always serves as a helping hand to our job roles and responsibilities.

Pros

"Dynamics" as the name suggests, would be true to call it fuel for all corporates.Loaded with tonnes of features and tools for easy access and quick solutions to all A to Z office-related tasks from every sort of documentation to Data visualization and analytics.Its functionality of auto-generated and suggestions for templates making it so easy to use.

Cons

Tools, and extensions Integration issues still need to be quicker and seamless.Support services have answers to usual common queries which barely happens to anyone, FAQ database should be reviewed and guided for specific modules.Still the memory occupancy for 365 is huge, lite versions would make it more easier to run on low ended sysytems.

Nagish
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Best in the Bests, CRM and ERP all together

Reviewed on 18/10/2018

Microsoft Dynamics works the same the businesses works, if it comes to management it draws charts...

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.

Richard
Richard
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

One of the best CRM systems I have ever used

Reviewed on 10/07/2023

My experience has been amazing I am a sales man by profession an I manage my entire work on this...

My experience has been amazing I am a sales man by profession an I manage my entire work on this app, from capturing leads to servicing clients my experience has just been amazing.

Pros

I love the fact that the system is integrated, from Teams to Outlook and other Microsoft applications. the fact that you can basically run an entire organization with this app, the CRM and ERP all in one, this is by far my favorite app.

Cons

To be honest I found no flaw on Dynamics, I just wish there could be an AI whereby you can tell it who to call or who to email being in sales I am always on the roads so at times its difficult to be on my phone will driving.

Alternatives Considered

HubSpot CRM

Reasons for Choosing Dynamics 365

Well the system was not integrated, I basically had to use different systems for everything, for emails, CRM,ERP everything was just a nightmare.
Naiem
Overall rating
  • Industry: Design
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Effortless Billing and Invoicing with Dynamics 365: Streamlining Business Finances

Reviewed on 26/05/2024

Pros

Using Dynamics 365 is a complete transformation for our billing and invoicing operations. For a small entrepreneur, following finances is paramount and this software has simplified everything. Its packages are designed in a way that customers can alter some details like the logotype quite easily without losing their personal touch thus ensuring uniformity with all other business requirements thereby maintaining uniformity throughout the organization including logos on documents such as letterheads Generating invoices electronically or manually, tracking what has been paid against what has come in before calling someone out on debt matters like when or where those funds have gone into without leaving physical evidence on paper has never been easier since this system handles everything on its own. For instance, it has been very crucial because we used to spend too much time going through many papers’ records trying to find out who owes us what; but now things just happen at a click of.

Cons

A business owner using Dynamics 365 for invoicing and billing has both been helped and prevented to some extent by its functionality. Beginning to understand all the finer points of this software is tough - it gets difficult soon after one starts using it. The financial tools bundled alongside Dynamics 365 play a key role in management when we don’t really know what we’re doing yet it’s still one tough nut to crack. To mention a few; it takes a lot of precious time in setting up the software.