Dynamics 365 Reviews

Used this for many years as a basic sales CRM on a very small team. LinkedIn integration recommended

Customizability is certainly doable but more challenging than a product like Pipedrive (Although Dynamix is more powerful if the power is needed)

As an enterprise resource planning (ERP) system, Dynamics 365 is highly effective. It provides great value by facilitating communication between departments inside the company. It'll log all of your purchases and stock levels. When compared to specialized apps/platforms, it offers superior analysis and security.

Sometimes, help desk employees need supervision since they lack the background knowledge to answer all of their customers' questions. They require training to improve how they deal with problems.

The thing I liked most about Dynamics 365 is you can create preset reports so you can just use it whenever it is required. We have preset reports for audit to provide sales and purchase samples to the auditor semi annually, all we have to do is change the date in the parameter.

The least like about Dynamics is how to export reports for a GL account. I think there is a few steps to get to a page to export the data. I also dislike how the data exports for trial balance detail/summary and general ledger details. It will take a significantly long time to export data for a full year. If it does export, the PDF will be too big and take some time to open and It also lags when you scroll through the PDF. There is also quite a few settings you have to set before you can export the data, which is not intuitive.

This is a new system to us. We were searching for a more modern ERP/CRM system to our current and found Dynamics 365 which impressed a number of colleagues within the selection process. The system is for full inventory end to end sales and stock processing. The training and delivery of the system is simple. The activity management good which is great for traceability and audit trails.

To deliver and set up the system you ideally need an internal expert or you will be looking at a consultant to do this at extra cost to the purchase of the system.

Yas I am going through my work schedule with it

It's vary depending and gives great flexibility

This software is easy to use, especially the various integration mechanisms.

The setup for approvals from seniors could be improved upon.

I use dynamics for CRM tracking and it is fabulous! It is very easy to track actual emails, but takes some time to understand/navigate the site itself.

The actual site is not always intuitive. Once I find where I need to be, the set up and tracking of the pages are useful and informative, but sometimes it takes me a moment to navigate to the page I'm trying to review/look at.

I like its ability to compile consumer data very fast and does nor create a lot of problems where external vendor support is needed.

I dislike the fact that sometimes it glitches a lot in OS environment more than it does in windows environments.

One thing I like about dynamics 365 under Microsoft's everything you need is covered and am wishing it will continue

One thing about dynamics 365 is knowing and understanding the right path of your website especially.

Ability to bring in data from multiple sources is nice. Creating scoring models and custom audiences is also very nice.

Data ingestion is frustratingly slow. Any medium scale data ingestion effort takes forever. Integration with other products seems much more difficult than I'd prefer. It's designed to keep you in the Microsoft sphere, but that's not always possible, and external integrations are clunky.

Integration with Microsoft Outlook for email tracking was decent.

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.

The completely offline features are what we loved for our Field Service. RESCO's flagship product offers plenty of flexibility and advanced functionality. But in general, it's a good way to empower workers in this space to provide mobility and be able to view tasks, customer records, contact information, and so on completely offline.

The product is not ready for release. The development suffers from system malfunctions and important features were removed from the release and roadmap without warning. I was also surprised to ignore non-US international regulatory requirements (currency exchange and management, existing ISO standards, VAT requirements). But what surprised me the most was Microsoft's general ignorance and lack of accountability. Despite many requests, I haven't spoken to anyone who can actually talk about product direction and roadmap. I was sandwiched between disconnected dev teams fixing a critical bug, but they don't seem to be talking to each other.

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.

I like the interface, it sits well in the 365 graphic user interface and everything is customisable to a granular level.

The service is hard to connect to on-premise tools like AD and requires a good level of understanding in how to get it to talk to online forms etc.'Security is good, but getting the MFA working took a long time.

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

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

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...

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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...

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There are many great things about Dynamics 365, but one of the best features is the ability to customize it to fit your business needs. You can configure Dynamics 365 to work the way you want it to, which makes it a very powerful tool. Additionally, because Dynamics 365 is cloud-based, you can access it from anywhere at any time. This makes it a convenient option for business owners who need to stay connected while on the go.

The Dynamics 365 interface can be overwhelming at first. It's not always clear what each icon means or how to access certain functions. Additionally, some of the language can be difficult to understand for people who are not familiar with business software. I also didn't like the way that some of the reports were formatted. It was difficult to find the information that I needed and to export it into a usable format.

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...

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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...

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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...

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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...

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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.

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...

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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....

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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...

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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...

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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.

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...

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Pros:Comprehensive Suite: It is a comprehensive suite of business applications that covers various areas such as sales, customer service, marketing, finance, and operations. This allows businesses to have a centralized system for their core functions.Integration with Microsoft Ecosystem: Dynamics 365 seamlessly integrates with other Microsoft products such as Office 365 and Power Platform, enabling users to leverage familiar tools and enhance productivity.Scalability: The platform is highly scalable, accommodating the needs of both small businesses and large enterprises. It can adapt to evolving business requirements and grow alongside the organization.

Complex Implementation: Implementing Dynamics 365 can be complex and time-consuming, particularly for organizations with intricate processes or existing legacy systems. It may require significant planning and expertise to ensure a smooth transition.Cost: Dynamics 365 can be costly, especially for businesses requiring multiple modules and advanced functionality. The licensing model and additional customization or consulting fees can contribute to a substantial investment.Learning Curve: The platform's extensive features and capabilities can result in a steep learning curve for users. Training and support may be necessary to maximize productivity and ensure effective utilization of the system.

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.

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