Dynamics 365 Features

Dynamics 365

ERP and CRM applications from Microsoft

4.31/5 (4,154 reviews)

Competitor Feature Comparison

3PL Management
Accounting
Accounting Integration
Accounts Payable
Accounts Receivable
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
Asset Management
Automatic Billing
Backorder Management
Bank Reconciliation
Barcoding/RFID
Billing & Invoicing
Bills of Material
Budgeting/Forecasting
CPA Firms
CRM
Calendar Management
Calendar/Reminder System
Campaign Management
Campaign Planning
Campaign Scheduling
Cash Flow Management
Cash Management
Cataloging/Categorization
Chat/Messaging
Collaboration Tools
Compliance Management
Consolidation/Roll-Up
Contact Database
Contact Management
Content Management
Conversion Tracking
Cost Tracking
Cross Docking
Customer Database
Customer History
Customer Segmentation
Customizable Branding
Customizable Templates
Dashboard Creation
Data Visualization
Demand Forecasting
Dispatch Management
Distribution Management
Document Management
Document Storage
EDI
ERP
Email Management
Email Marketing
Email Templates
Employee Management
Enterprise Asset Management
Expense Claims
Expense Tracking
Financial Analysis
Financial Management
Financial Reporting
Fixed Asset Management
For Government
Forecasting
Fund Accounting
General Ledger
HR Management
Import/Export Management
Income & Balance Sheet
Integrated Business Operations
Interaction Tracking
Internal Chat Integration
Inventory Auditing
Inventory Control
Inventory Management
Inventory Optimization
Inventory Tracking
Kitting
Lead Capture
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
MES
Maintenance Management
Maintenance Scheduling
Manufacturing Inventory Management
Manufacturing Planning
Marketing Automation
Material Requirements Planning
Mobile Access
Multi-Channel Management
Multi-Channel Marketing
Multi-Currency
Multi-Department/Project
Multi-Location
Nonprofits
Order Entry
Order Fulfillment
Order Management
Order Tracking
Payroll Management
Performance Metrics
Pipeline Management
Point of Sale (POS)
Post Scheduling
Procurement Management
Product Identification
Production Scheduling
Profit/Loss Statement
Project Accounting
Project Management
Prospecting Tools
Purchase Order Management
Purchasing & Receiving
Quality Management
Quotes/Estimates
Real Time Data
Real Time Reporting
Real Time Synchronization
Receiving/Putaway Management
Recurring Orders
Reorder Management
Reporting & Statistics
Reporting/Analytics
Requisition Management
Retail Inventory Management
Returns Management
Safety Management
Sales & Operations Planning
Sales Forecasting
Sales Orders
Sales Reports
Scheduling
Search/Filter
Shipping Management
Special Order Management
Status Tracking
Stock Management
Strategic Planning
Supplier Management
Supply Chain Management
Task Management
Task Scheduling
Tax Management
Third Party Integrations
Time & Expense Tracking
Training Management
Transportation Management
Trend Analysis
Vendor Managed Inventory
Vendor Management
Visual Analytics
Warehouse Management
Work Order Management
Workflow Management
Learn moreCompare App
3PL Management
Accounting
Accounting Integration
Accounts Payable
Accounts Receivable
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
Asset Management
Automatic Billing
Backorder Management
Bank Reconciliation
Barcoding/RFID
Billing & Invoicing
Bills of Material
Budgeting/Forecasting
CPA Firms
CRM
Calendar Management
Calendar/Reminder System
Campaign Management
Campaign Planning
Campaign Scheduling
Cash Flow Management
Cash Management
Cataloging/Categorization
Chat/Messaging
Collaboration Tools
Compliance Management
Consolidation/Roll-Up
Contact Database
Contact Management
Content Management
Conversion Tracking
Cost Tracking
Cross Docking
Customer Database
Customer History
Customer Segmentation
Customizable Branding
Customizable Templates
Dashboard Creation
Data Visualization
Demand Forecasting
Dispatch Management
Distribution Management
Document Management
Document Storage
EDI
ERP
Email Management
Email Marketing
Email Templates
Employee Management
Enterprise Asset Management
Expense Claims
Expense Tracking
Financial Analysis
Financial Management
Financial Reporting
Fixed Asset Management
For Government
Forecasting
Fund Accounting
General Ledger
HR Management
Import/Export Management
Income & Balance Sheet
Integrated Business Operations
Interaction Tracking
Internal Chat Integration
Inventory Auditing
Inventory Control
Inventory Management
Inventory Optimization
Inventory Tracking
Kitting
Lead Capture
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
MES
Maintenance Management
Maintenance Scheduling
Manufacturing Inventory Management
Manufacturing Planning
Marketing Automation
Material Requirements Planning
Mobile Access
Multi-Channel Management
Multi-Channel Marketing
Multi-Currency
Multi-Department/Project
Multi-Location
Nonprofits
Order Entry
Order Fulfillment
Order Management
Order Tracking
Payroll Management
Performance Metrics
Pipeline Management
Point of Sale (POS)
Post Scheduling
Procurement Management
Product Identification
Production Scheduling
Profit/Loss Statement
Project Accounting
Project Management
Prospecting Tools
Purchase Order Management
Purchasing & Receiving
Quality Management
Quotes/Estimates
Real Time Data
Real Time Reporting
Real Time Synchronization
Receiving/Putaway Management
Recurring Orders
Reorder Management
Reporting & Statistics
Reporting/Analytics
Requisition Management
Retail Inventory Management
Returns Management
Safety Management
Sales & Operations Planning
Sales Forecasting
Sales Orders
Sales Reports
Scheduling
Search/Filter
Shipping Management
Special Order Management
Status Tracking
Stock Management
Strategic Planning
Supplier Management
Supply Chain Management
Task Management
Task Scheduling
Tax Management
Third Party Integrations
Time & Expense Tracking
Training Management
Transportation Management
Trend Analysis
Vendor Managed Inventory
Vendor Management
Visual Analytics
Warehouse Management
Work Order Management
Workflow Management
Visit WebsiteCompare App
3PL Management
Accounting
Accounting Integration
Accounts Payable
Accounts Receivable
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
Asset Management
Automatic Billing
Backorder Management
Bank Reconciliation
Barcoding/RFID
Billing & Invoicing
Bills of Material
Budgeting/Forecasting
CPA Firms
CRM
Calendar Management
Calendar/Reminder System
Campaign Management
Campaign Planning
Campaign Scheduling
Cash Flow Management
Cash Management
Cataloging/Categorization
Chat/Messaging
Collaboration Tools
Compliance Management
Consolidation/Roll-Up
Contact Database
Contact Management
Content Management
Conversion Tracking
Cost Tracking
Cross Docking
Customer Database
Customer History
Customer Segmentation
Customizable Branding
Customizable Templates
Dashboard Creation
Data Visualization
Demand Forecasting
Dispatch Management
Distribution Management
Document Management
Document Storage
EDI
ERP
Email Management
Email Marketing
Email Templates
Employee Management
Enterprise Asset Management
Expense Claims
Expense Tracking
Financial Analysis
Financial Management
Financial Reporting
Fixed Asset Management
For Government
Forecasting
Fund Accounting
General Ledger
HR Management
Import/Export Management
Income & Balance Sheet
Integrated Business Operations
Interaction Tracking
Internal Chat Integration
Inventory Auditing
Inventory Control
Inventory Management
Inventory Optimization
Inventory Tracking
Kitting
Lead Capture
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
MES
Maintenance Management
Maintenance Scheduling
Manufacturing Inventory Management
Manufacturing Planning
Marketing Automation
Material Requirements Planning
Mobile Access
Multi-Channel Management
Multi-Channel Marketing
Multi-Currency
Multi-Department/Project
Multi-Location
Nonprofits
Order Entry
Order Fulfillment
Order Management
Order Tracking
Payroll Management
Performance Metrics
Pipeline Management
Point of Sale (POS)
Post Scheduling
Procurement Management
Product Identification
Production Scheduling
Profit/Loss Statement
Project Accounting
Project Management
Prospecting Tools
Purchase Order Management
Purchasing & Receiving
Quality Management
Quotes/Estimates
Real Time Data
Real Time Reporting
Real Time Synchronization
Receiving/Putaway Management
Recurring Orders
Reorder Management
Reporting & Statistics
Reporting/Analytics
Requisition Management
Retail Inventory Management
Returns Management
Safety Management
Sales & Operations Planning
Sales Forecasting
Sales Orders
Sales Reports
Scheduling
Search/Filter
Shipping Management
Special Order Management
Status Tracking
Stock Management
Strategic Planning
Supplier Management
Supply Chain Management
Task Management
Task Scheduling
Tax Management
Third Party Integrations
Time & Expense Tracking
Training Management
Transportation Management
Trend Analysis
Vendor Managed Inventory
Vendor Management
Visual Analytics
Warehouse Management
Work Order Management
Workflow Management
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Mobile apps

iOS App


3,305 reviews

Requires iOS 12.2 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


349 reviews

Dynamics 365 Feature Reviews

25 reviewers had the following to say about Dynamics 365's features:

Innocent D.

A must have software

2019-02-24

Customer data management, reporting, etc

Pros

With Dynamics you can manage your customers easily which makes prioritizing activities as per customer requirement thus helping in the customer retention

Cons

One should have basic computer knowledge to operate the software which most of my staff doesn't have.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
mary m.

Efficient financial management.

2019-04-08

Reliable for financial management with great report which helps to know the status of the company.

Pros

Great with management of stock through reliable stock management.

Cons

It requires time for the training which might take along time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Hiran T.

Made resource planning of enterprise intergrated and simple.

2020-12-30

Management is made easy by integrating the tasks and to monitor the employees.

Pros

Integration of Microsoft Outlook able user to connect the recipients mail and track tasks. The Mobile experience of Dynamics 365 is user-friendly with layouts, editable grids, workspaces and work flow tasks.

Cons

Need improvements in some features like time tracking, partner management, sales performance management, For marketing automation add-on is need to be done.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Syed A.

Microsoft Dynamics CRM Online is a user-friendly and affordable CRM software.

2017-06-07

The auditing tool helps you conduct user training, drive efficient processes, and keep compliance with internal and external regulations.

Pros

You can open up an Excel file containing a report and refresh it directly from the file without having to go into your CRM application. Dashboards offered by Microsoft Dynamics CRM Online are slightly a cut above the rest.

Cons

This is a very small marketplace with not enough user ratings, which limits your ability to easily find third-party solutions to further extend your CRM capabilities

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Nadia B.

Great customer management

2018-05-04

Customer management, customization, data/reports

Pros

It's fairly easy to customize.

Cons

Some of the processes that we can build into CRM will slow down the system. So, some of the automation feels almost moot because it takes so long to process anyway.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
LEONORAH EVERLINE O.

My company being a medium sized one, we benefited greatly from the variety of features.

2018-05-31

This is a great product for accounts receivable, accounts payable and general ledger. it is user friendly and easily manipulated and customized to meet businesses individual and unique needs.

Pros

Great invoicing, contact management, expense tracking, inventory and reporting functionalities.

Cons

There are constant bugs in the software that we have to get a third party to fix.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Florah M.

Easy to integrate with other apps

2018-07-18

The software has a mobile application that allows one to have access to data and checking reports.

Pros

It can also integrate with other third-party applications.

Cons

Its integration with Microsoft Outlook also reduces its speed.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Anonymous
(Graphic Design company, myself only employees)

Easy CRM

2020-06-20

The asset management module is my favourite feature for this software it can save time.

Pros

Its fairly easy to use and it can flawlessly track open user cases and generate reports that are useful.

Cons

Errors occur and roadblocks increase after the integration and implementation process.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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julio a.

is a line of ERP and CRM software owned and developed by Microsoft, although the individual products

2018-04-24

Its main function is to create a statement of income, balance sheet status of statements, financial report status and other types of financial reports

Pros

Dynamics formerly known by the code name «Project Green», replaced Microsoft Business Solutions, the family's previous business software company is a software for customer relationship management created by Microsoft that provides sales management, service to the customer and market capacity

Cons

The security of reports and files can be controlled using Windows Authentication and SQL server

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Akshay H.

Project Service Automation and Automation tool for data intelligence on customer records

2018-03-22

Financial management with reporting and analytics and manufacturing tools

Pros

I love that common UI throughout Microsoft's suite of business applications that gives me much better look and good feel.

Cons

We used it at our company but we felt it is expensive for us so we switched to another tool.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Anonymous
(Mechanical or Industrial Engineering company, 10001+ employees)

An efficient CRM tool from Microsoft.

2018-12-24

We use it as a primary CRM. We use it only with specific regions and planning to expand throughout our organization.

Pros

Task management feature helps to keep track all the tasks Seamless third party integrations makes life much easier.

Cons

UI is less intuitive compared to Salesforce.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Marko S.

Microsoft Dynamics

2019-02-25

Easy management of accounts, projects, and billing for any company.Dynamics can be modified to essentially receive and report on any piece of data relevant to the customers and projects that suit your particular industry.

Pros

It can also integrate with other third-party applications.

Cons

In each update instead of improving they are changing a bit of UI which is little a bit annoying to find a same option on a different place.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
MARIA C.

This exceeds Microsoft, by far one of the best CRM integration

2018-05-04

Great software for those who work in the human capital management.

Pros

It it designed user-friendly, offers secure pay, ability and flexibility to create reports, track expenses, and data management.

Cons

Especially those who need to save their data and archive old reports.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Information Technology and Services company, 11-50 employees)

Dynamics Reviews

2019-07-24

It helps in raising invoices faster, Easy bank reconciliation.

Pros

Financial Report Generation and Inventory Management.

Cons

Raising credit notes and service invoices are a bit technical using dynamics.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Allyson W.

Dynamics Software

2018-11-14

We are able to get reports needed for multiple accounts into a single report.

Pros

I love the reports that are produced.

Cons

It is not real intuitive to my way of thinking.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Md Anwar H.

Excellent ERP

2019-02-22

By using this software we get the productivity report of our business

Pros

Excellent customer relationship management

Cons

One of the best ERP for customer relationship management as well as retail management system.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Maneesha D.

Best erp for office

2019-01-16

We had a yard operation and logistics management by primary requirement, but now its using all over the entire system

Pros

It's easy to use , good pre defined Solution and report and graphs

Cons

Some features like control permissions are to be improve

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Ibrahim S.

Micros Dynamic Better Than Others??

2019-08-30

Its Great As It Provides a Great Service & Is Usefull For My Business But There Are Some Minor Things Which need to be Fixed Overall Its Great To use

Pros

MS Dynamics CRM 1)Built into Microsoft outlook 2)workflow CRM 3)Goal Management & Reports 4)pivot Reports & Dashboards 5)Queues 6)Memorized List(incl.

Cons

Ms Dynamics CRM Would Be Much Better If Its Price For Mobile User Is Reduced if They Give Better Response time It will Be Great & Yeah its Complex Specially User Interface is Not User friendly (Example Ribbons Etc) & if They Give More Freedom For Customizing It will be Great The Workflow with MS Dynamic Is not that Much fast

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Faruk A.

Gets the job done but a little rigid CRM

2020-12-01

.  I was OK to use it but if they could improve the UI, it can be a great tool.

Pros

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

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Valerio P.

CRM great for reporting and analysis

2018-01-17

Microsoft Dynamics CRM Online offers an attractive interface, excellent reporting tools, and lots of automation features.

Pros

Offers offline access It has a very good integration with Microsoft products.

Cons

This software is expensive compared to the others. Also the learning curve is very big so it requires a lot of dedication. It is very difficult to find a trial to evaluate the software before buying it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Financial Services company, 501-1000 employees)

Microsoft Dynamics Review

2019-07-09

It helps me keep track of sales and marketing activities, planning and report generation.

Pros

Especially when installed on system. very good for generating report.

Cons

Microsoft dynamics when used on mobile version is sometimes slow.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Neha G.

"Predictable, Repeatable and High quality implementations"

2017-01-25

Updated interface: The Microsoft Dynamics CRM Online interface looks and feels a lot like Windows 8.

Pros

I am able to get the reports that I need and can create custom queries which I save as a personal views. The export to Excel function is handy and I use it weekly for some internal reports.

Cons

No..... I like everything!!!!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Recommendations to others considering Dynamics 365

No

Source: Capterra
Helpful?   Yes   No
Read more
Justin B.

Straightforward, highly customizable CRM for contact, account, and project management.

2018-07-24

Easy management of accounts, projects, and billing for any company.

Pros

Dynamics can be modified to essentially receive and report on any piece of data relevant to the customers and projects that suit your particular industry.

Cons

I just feel like the UI could be modernized.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Occasionally

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Alex C.

Microsoft Dynamics CRM Online offers an attractive interface.

2018-04-12

Pros

Microsoft Dynamics CRM Online offers an attractive interface, excellent reporting tools, and lots of automation features.

Cons

It is designed for larger organizations with complex customer relationship management requirements.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Great for start ups

2018-04-13

It's a great tool for business management

Pros

Microsoft tends to use the same interface so its super easy to get the hang of.

Cons

Getting specific here, its the inbuilt reports feature.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more