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Dynamics 365
ERP and CRM applications from Microsoft
(94)
Dynamics 365 Features
Features Summary
Functionality
4.3
/5
5.4K
Total features
121
26 categories
Dynamics 365 features
Common features of CRM software
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Common Dynamics 365 comparisons
Reviewers who mentioned features said:
Ty C.
Paper & Forest Products, 10,001+ employees
Used daily for 2+ years
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I have tried other CRM's in my career but none of them come close. The future of this product is incredibly bright and the cost to entry is so low that there is no reason not to give it a shot if you think it can help you. The Microsoft account management team will work with you to find the right fit for your needs and set you up for success.
I have used this software for over 7 years and over those years have seen it grow and improve at a remarkable rate. With the introduction of Flow/Power Automate and Canvas Apps the abilities of this business application stack are unmatched. You are truly only limited by your own imagination. Microsoft provides great account management resources that will help keep you on the cutting edge. From a price perspective, Dynamics is very competitive. What you get out of the box cannot be touched by any competitor namely, Salesforce. You will spend a fortune to get the same utility from a Salesforce implementation. Salesforce and competitors also do not have anything like Azure. Having all of your business application ecosystem under such an umbrella is incredibly powerful.
I have had less than ideal interactions with support. Mostly they are positive but often times they don't typically know enough about the product and will ask me for information that i already provided in detail upon initial case submission. That being said, this product is innovating and improving so much you can't possibly expect all the people supporting it to be 100% on top of their game. They SHOULD be but realistically you are going to run into people that are just intermediaries between you and someone that can actually help. This isn't really a Dynamics issue at all but you will need to rely on support if you go with an online installation.
Oussama L.
Automotive, 1-10 employees
Used daily for less than 6 months
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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
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
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
Bogdan F.
Information Technology and Services, 11-50 employees
Used daily for 2+ years
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Superb experience especially with the UI and portal, everything is wells structured and all in one place with a exceptional customization experience. Made my work easier and love it for that.
1) Easy to use(At a user level Dynamics is very intuitive and fairy easy) 2)Management Console (Admin wise is not far from the user experience the flow is smooth and the UI is intuitive) 3)Tools in the suite cover everything a company/individual needs 4)You can find and administer everything from one single place 5)Devices/Users/logs are at a one clicks reach
1) Cost is fairly high even with the % reduction you can get from resellers (afraid licensing cost is a bit high especially during the 2022 and 2023)
Matthew R.
Oil & Energy, 201-500 employees
Used daily for 1-2 years
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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.
It promises to deliver a comprehensive client management system, databases information for perusal by its users, and has a lot of potential.
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...
Steven A.
Real Estate, 1-10 employees
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My overall experience was great! I recommend testing Dynamics 365 and see for yourself if your business is ready to boost their sales!
The synchronization of all microsoft products made nurturing customer relationships a breeze for my team. We never lost any information and were able to communicate easily with everyone on the team to be up to date with changes made by another member.
For a Real Estate business framework, I found that Agents had a steep learning curve and Dynamics365 did need a couple of meetings and troubleshooting to get agents used to using the products.
Gabriel N.
Accounting, 201-500 employees
Used daily for 1-2 years
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All right, but it could be better due to the points mentioned above
Quite easy to use and self-explanatory, appreciate the freedom that the users have in order to shape the financial administration to the client's requests
This version, at least the one used by us, is lacking the following: 1. ability to integrate with other software 2. additional and helpful reports such as: Balance Sheet, Profit & Loss statement, Cash flow , to name just a few, have not been created 3. help with entries: previous version was able to recall descriptions of the entries processed on a daily basis and use those as "pop-ups" in the same field, Dynamics 365 is not able to "memorize" descriptions so we have to type each time every single description
Luca S.
Pharmaceuticals, 10,001+ employees
Used daily for 1-2 years
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The overall experience provided by Dynamics 365 is great. We have all the necessary tool in a glance to manage customers related stuffs.
All the CRM capabilities are included within this solution provided by microsoft. Company has in one place all the tools needed to managed effectively customer relationship
Difficulties to intergrate no-Microsoft solutions. Integration with third party software require a long development and dedicated skillset
Faruk A.
Internet, 51-200 employees
Used daily for 1-2 years
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We used Microsoft tools in our entire organization. The best part of getting Dynamics 365 was the easiness of integration. All softwares and online tools work very well altogether. We never had any compatibility issues or we never spent much time to integrate other systems to MS Dynamics 365. Moreover, majority of the other tools we used already had the integration option to it. As a salesperson, I used CRM every single day. I like the contact management. Since I use Office, it was so easy to use email and Skype together on the CRM, and I was able to keep a track of every single action. I was OK to use it but if they could improve the UI, it can be a great tool. They may offer some packages for smaller teams as well.
Easy integration with the other tools - even they are not from Microsoft CRM gets the job done Easy contract management with DocuSign and MS Drive CRM structure for the leads and potentials Customization options Reports are enough for a regular sales team but it is possible to get custom and advanced reporting Access management is better than many other CRMs
The user interface can be improved The whole system for CRM is too rigid and not that user friendly like a few other competitors It is a good solution for large companies but if you have a team less than 50 people, maybe there could be more budget options - of course with less features
Julia T.
Law Practice, 201-500 employees
Used daily for 1-2 years
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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.
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.
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.
Selcuk D.
Investment Management, 11-50 employees
Used daily for 2+ years
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Overall, I would recommend Dynamics 365 as a great solution for managing financial transactions. The wide range of features, along with its integration with other Microsoft products, make it an effective and comprehensive solution.
As a finance professional, I found Dynamics 365 to be an effective and comprehensive solution for managing complex financial transactions. It is user-friendly, with a wide range of customizable features that make it easy to set up and manage. The integration with other Microsoft products, such as Excel and Office, is seamless, making it an ideal solution for any organization.
Despite the many advantages of Dynamics 365, there are some downsides. The cost of the solution can be a bit steep, especially for smaller organizations. Additionally, the complexity of the system can be a bit overwhelming and the learning curve can be quite steep.
Rosalina M.
Insurance, 1-10 employees
Used daily for 1-2 years
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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.
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,...
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...
Audrey H.
Information Technology and Services, 10,001+ employees
Used daily for 1-2 years
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My company has benefited from the intuitive design, easy implementation, flexible configuration, potent customer relationship management features, and thorough analytics provided by this platform. If you're a business owner looking for a flexible and feature-rich platform to advance your company, look no further than Dynamics 365.
Dynamics 365 has been a game-changer for me in my role as a manager of social media and internal communications. It has given me the confidence to make data-driven decisions, improve customer connections, and optimize corporate operations.
So far, I haven't had any issues with the Dynamics 365 software, and I have no reason to expect any, as my employer guarantees regular updates to keep the software running well and prevent shipping delays.
Keegan D.
Internet, self-employed
Used daily for 6-12 months
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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...
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...
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 r.
51-200 employees
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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...
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...
Verified reviewer
Oil & Energy, 201-500 employees
Used weekly for 2+ years
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Overall, Dynamics 365 CRM is a powerful tool that has helped us improve customer engagement, increase efficiency, and drive business growth.
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....
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...
Lydiah M.
Financial Services, 201-500 employees
Used daily for 1-2 years
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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.
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...
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
Shane H.
Accounting, 10,001+ employees
Used monthly for less than 6 months
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Microsoft Dynamics 365 is a popular customer relationship management (CRM) and enterprise resource planning (ERP) software that helps businesses manage their operations and customer interactions. Here are some of the most liked things about Dynamics 365:Integration: Dynamics 365 integrates seamlessly with other Microsoft products, such as Office 365, SharePoint, and Power BI, making it easy for businesses...
While Microsoft Dynamics 365 is a highly rated CRM and ERP software, there are some aspects that users may find frustrating or dislike. Here are some of the most commonly reported complaints:Complexity: Dynamics 365 can be complex, particularly for users who are new to CRM or have limited technical expertise. The learning curve can be steep, and some users may require additional training or support...
Layne L.
Publishing, 51-200 employees
Used daily for 2+ years
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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.
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...
Nagish K.
Nonprofit Organization Management, 11-50 employees
Used daily for 6-12 months
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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.
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...
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.
Luca T.
Information Services, 51-200 employees
Used daily for 1-2 years
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My overall experience with Dynamics 365 has been very positive. It is an incredibly powerful platform with a wide variety of features and capabilities. A wide variety of customization options and available integrations make it extremely flexible and adaptable to whatever needs a business may have. Finally, their strong customer support team, ready to assist with any question or issue, is invaluable.
Dynamics 365 is a comprehensive suite of business applications that help organizations manage their operations, customer relationships, and products. It provides a comprehensive platform for organizations to manage their entire business lifecycle, from customer engagement to financials and operations. Dynamics 365’s integrated suite of applications helps organizations to effectively and efficiently manage their customer relationships, financials, operations, people, and more. With Dynamics 365, organizations have the tools they need to create a connected customer experience, increase operational efficiency, and drive business transformation.
It can be difficult to learn and understand all the features and functions of Dynamics 365. Other than that, there are no downsides.
Gilmer S.
Food & Beverages, 10,001+ employees
Used daily for 2+ years
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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
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
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
Verified reviewer
Information Technology and Services, 201-500 employees
Used weekly for 2+ years
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Dynamics ha consentito di implementare in azienda una gestione completa, integrata e strutturata dei processi che impattano sulle relazioni con i clienti dal marketing, alla vendita al supporto e poi a valle nella gestione amministrativa. La piattaforma si è ben adattata alle particolarità dell'azienda e del business grazie alla sua elevata flessibilità ma ha anche consentito di definire, strutturare...
Utilizzo da anni la piattaforma nell'ambito del processo di vendita. Il sistema è una delle piattaforme più complete sul mercato con una copertura end-to-end dei processi che impattano sulle relazioni con i clienti dal marketing, alla vendita al supporto e non solo. E' molto flessibile e di facile utilizzo, si adatta bene pertanto sia alle grandi aziende che alle piccole aziende anche per via della...
Pur essendo una piattaforma dall'interfaccia semplice ed intuitiva necessita sicuramente di una buona formazione iniziale per consentire all'utente ed all'azienda stessa di sfruttarla al meglio, non solo nelle funzionalità di base ma anche nelle varie funzionalità più avanzate che offrono decisamente dei vantaggi. Il sistema infatti ha una copertura funzionale molto vasta ed articolata con continui collegamenti tra una sezione e l'altra. Altro aspetto importante è certamente il costo. Dynamics si colloca sicuramente tra le piattaforme di livello alto e per questo anche i costi sia di licenza ma anche di implementazione e manutenzione possono non essere alla portata di tutti.
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Abdirizak Mohamed A.
Design, 11-50 employees
Used daily for 2+ years
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I am a seasoned user of Microsoft Dynamics 365 with 5 years of experience as student in using the platform. During this time, I have become well-versed in the various tools and features that Dynamics 365 offers, including customer relationship management, financial management, and operations management.
As a student, I have been using Microsoft Dynamics 365 for over 5 years and I must say it has been a great experience. The platform offers a comprehensive set of tools for managing customer relationships, financials, operations, and more. It has helped me to streamline my academic tasks and keep track of my schedules.The interface is user-friendly and customizable, making it easy to navigate and tailor...
While Microsoft Dynamics 365 offers a comprehensive set of tools for managing various aspects of a business, there are some potential downsides to consider. One of the main concerns for some users is the cost of the platform, which can be expensive depending on the size and complexity of the organization. Additionally, some users may find the platform's customization options to be limited, which can...
Lautaro D.
Computer & Network Security, 501-1,000 employees
Used daily for 2+ years
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Overall, Dynamics 365 is an excellent business application suite that offers a wide range of services to help organizations manage their operations efficiently. While there are some drawbacks, the benefits of Dynamics 365 outweigh the negatives. If your organization is looking for a cloud-based solution that offers scalability, flexibility, and integration with other Microsoft products, Dynamics 365 is definitely worth considering.
Dynamics 365 is an exceptional business application suite that offers a plethora of services to help organizations manage their day-to-day operations efficiently. The suite offers a wide range of services such as Sales, Marketing, Customer Service, Field Service, Finance, Operations, and Human Resources. The cloud-based solution provides a flexible and scalable infrastructure that can be customized...
However, there are also some disadvantages to Dynamics 365. One potential drawback is the cost. While the suite offers a lot of services and features, it can be expensive for small businesses. Additionally, the customization process can be complex and time-consuming, which may require hiring outside consultants.
Divya S.
Consumer Goods, 201-500 employees
Used daily for 1-2 years
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Overall, I have had great experience with Dynamic 365 and use it in my daily work life to look for multiple documents and tracing. Since I am used to of it, accessing stuff is not hard but if I have to access new stuff, it is not very user friendly or easy to find.
The best features about Dynamic 365 are:- The ability to be a one shop stop for all the relevant data.- Ability to lock fields to prevent access levels and incorrect data entries.- It serves as the primary document of reference for us.- Ability to have multiple columns and hold high amount of data.- Since is it linked to one drive, the chances of loosing data are minimal.- The option to add notes in...
- having that much information at one site also increases the risk of mix up and chances of data loss.- The maintenance of the system can be longer thereby putting a complete pause on the ability to work.- Having multiple linkage to the material is sometimes represented in a cluster which cause confusion.- The app runs slow at times - Ease of use is not the best as the system is bit complicated to navigate.
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