Solve CRM vs Dynamics 365

HubSpot CRM

Salesforce Sales Cloud

Zoho CRM

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

 Instructor/Franchisee

In response to my specific query, [SENSITIVE CONTENT HIDDEN] in Customer Care was very responsive, clear in his communications, friendly but not pushy and ultimately came up with a solution that meant I confidently signed up.

Mrs.

The customer service is another factor to highlight, the response time is fast and always find a solution.

Solve is a mobile CRM for teams to manage customer workflows, field service, and projects.

Accounting Integration

Activity Dashboard

Alerts/Notifications

Billing & Invoicing

Business Card/Badge Scanning

Calendar/Reminder System

Collaboration Tools

Contact Database

Contact Management

Contract/License Management

Customer Database

Customizable Fields

Customizable Forms

Customizable Reports

Dashboard

Data Import/Export

Dispatch Management

Document Storage

Email Management

Email Marketing

File Storage

For iPad Devices

Interaction Tracking

Internal Chat Integration

Job Management

Lead Capture

Lead Management

Lead Qualification

Maintenance Scheduling

Mobile Access

Mobile App

Online Time Clock

Prospecting Tools

Quotes/Estimates

Referral Tracking

Reminders

Reporting/Analytics

Routing

Sales Pipeline Management

Scheduling

Search/Filter

Segmentation

Service History

Task Management

Task Scheduling

Territory Management

Third-Party Integrations

Time Tracking

Work Order Management

Solve CRM

Web-based

iPhone

Android

Windows

iPad

Dynamics 365

Solve CRM


Solve Client Manager


Both Products


Tutor

The high level of information displayed at once, without any sort of options for filtering can make it difficult at times to find the most important information regarding a client.

I specifically wanted a means of gathering information at each stage of the process e.g. learner assessment, enrolment and on going communication with parents.

President

Solve360 is 100% top-notch---and I recommend this to any organization that need to track contacts, calendaring, results, sales, sales people or customer service activity

Office Manager

I just know now that I have to go deeper I can find that which is when we are really busy no time doing that digging but when prompt by email it will give us a reminder.

Our company deals with communication consulting and I can't tell you how impressed I am with [SENSITIVE CONTENT HIDDEN], your customer service rep.

It came highly recommended by an IT company I employed to develop an easy to use CRM tool to support my education business.

Customer Support

Client Support

Training and Learning Curve

Sales Process

Email

Workflow Creation

Small Business

Mid-size Business

Freelancers

Norada

QuickBooks Online

QuickBooks Online is an all-in-one online business software designed to help manage business finances. The platform is built to scale businesses, unlocking insights and providing the functionality of a larger team, all on one integrated platform.

Jobber

Jobber is field service management software that helps home service businesses stay organized and deliver great customer experiences. With AI tools like Jobber Copilot and automated marketing features, teams can manage more work while delivering five-star service.

Support Engineer

It's helped us streamline our operations, and the customer support team is knowledgeable and responsive.

IT Service Desk Analyst

My experience with Dynamics 365 has been positive and I am happy to be exposed to such a well working complex system, it has provided lots of learning lessons and made me realise how certain sections within our business manage their campaigns and provide customer support on a daily basis.

Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools.

Accounting

Accounts Payable

Accounts Receivable

Activity Tracking

Asset Lifecycle Management

Bank Reconciliation

Budgeting/Forecasting

Business Intelligence

Calendar Management

Campaign Management

Campaign Planning

Cash Management

Chat/Messaging

Commission Management

Compliance Management

Consolidation/Roll-Up

Conversion Tracking

Customer Engagement

Customer History

Customer Segmentation

Customizable Branding

Customizable Templates

Dashboard Creation

Data Connectors

Data Integration

Data Visualization

Document Management

Email Templates

Employee Management

Employee Scheduling

Expense Tracking

Filtering

Financial Analysis

Financial Management

Financial Reporting

Fixed Asset Management

For Call Centers

Forecasting

For Insurance Industry

For Medical Purposes

For Real Estate

For Startups

Fund Management

General Ledger

HR Management

Income & Balance Sheet

Integrated Business Operations

Inventory Management

Invoice Creation

Invoice Management

Invoice Processing

Knowledge Base Management

Knowledge Management

KPI Monitoring

Labor Forecasting

Lead Generation

Lead Nurturing

Lead Scoring

Lead Segmentation

Marketing Automation

Marketing Management

Monitoring

Multi-Channel Communication

Multi-Channel Marketing

Multi-Currency

Online Invoicing

Opportunity Management

Payroll Management

Performance Metrics

Pipeline Management

Point of Sale (POS)

Profit/Loss Statement

Project Management

Purchase Order Management

Reviews for Dynamics 365 come from a wide variety of industries, including computer software (10% of reviewers), information technology and services (9%), and education management (4%). The most frequent use case for Dynamics 365 cited by reviewers is CRM (34% of reviewers).

Users and use cases

Some reviewers feel Dynamics 365 offers reasonable pricing and appreciate the ability to select modules to control costs. However, users indicate the pricing structure is confusing, and some report high costs for advanced features and implementation.

Value for money

The Dynamics 365 integrations most frequently cited by reviewers are: Microsoft Outlook (an email management product rated 4.5 out of 5 for its integration with Dynamics 365), Microsoft Excel (a spreadsheet product, 4.7), and Microsoft SharePoint (a document management product, 4.5).

Integrations

Dynamics 365 is a CRM tool offering key features such as contact database, reporting/analytics, sales pipeline management, lead management, and task management, among others.

Linux

NetSuite

SAP S/4HANA Cloud

Pipedrive

SAP Business One

Salesforce Service Cloud

Odoo 

SAP Customer Experience

Sage CRM

Mailchimp

Scoro

Trello

Professional

Enterprise

Premium

Disruptive and unpredictable updates

48% of reviewers feel negative about Updates in Dynamics 365. Reviewers report that frequent updates can disrupt workflows, introduce new bugs, or break existing customizations. They say updates are often rolled out without sufficient notice or documentation, forcing users to relearn features or troubleshoot unexpected changes. Some users mention compatibility issues with browsers or other Microsoft products after updates. Reviewers also express frustration with the lack of control over update timing and the need for manual intervention to maintain system stability, particularly in on-premise environments.

Challenging user onboarding

37% of reviewers feel negative about User Management in Dynamics 365. Reviewers indicate that onboarding new users is complicated, with a steep learning curve for those unfamiliar with Microsoft products. They say the interface can be overwhelming due to numerous features, windows, and tabs, making it difficult for first-time users to navigate. Some users report challenges in managing user permissions, adding members, and customizing the experience for different roles. Reviewers also mention that the minimum user requirements and lack of user-friendliness can deter adoption, especially for smaller organizations.

Frequent performance slowdowns

77% of reviewers feel negative about Performance and Speed in Dynamics 365. Reviewers report slow load times, laggy interfaces, and delays when handling large datasets or multiple integrations. They indicate that cloud-based operations can be sluggish, especially with slower internet connections or on mobile devices. Some users say frequent page refreshes, slow data uploads, and resource-heavy processes hinder productivity. Reviewers also mention that certain features, like reporting and data deletion, are time-consuming, and performance issues can worsen as database size increases or when running complex workflows.