Dynamics 365 - 2026 Pricing, Features, Reviews & Alternatives

Reviewers appreciate Dynamics 365's Contact Database for its centralized repository, enabling efficient management and analysis of customer data. They highlight its customization options, allowing users to tailor contact records with specific fields and notes. Users value the seamless integration with Microsoft tools like Outlook and Excel, which facilitates easy data import/export. They also mention the system's ability to detect duplicates and assign contact ownership, enhancing organization and data accuracy. However, some users find migrating from other systems challenging. Of the 80 Dynamics 365 users who gave detailed accounts of their use of Contact Database, 96% rated this feature as important or highly important.

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“The best part of the contact list in CRM is the automatic feature to detect duplicates with numerous rule sets you can configure yourself. You can assign owners to the contacts too - so if there is a team that owns a sets of contacts and the maintenance thereof, its so easy to organise and get value from the data.”

Angela S.

SharePoint Developer

“The Contact Database in Dynamics 365 centralizes customer information, enhancing CRM capabilities for better customer relationship management and targeted marketing efforts.”

MA

Mohammed A.

Strategy Advisor

Reviewers highlight Dynamics 365's Data Visualization capabilities for their intuitive, customizable charts and dashboards. They appreciate the integration with Power BI for in-depth insights and the ability to create interactive dashboards for real-time business performance views. Users find these visual tools helpful for identifying trends, making quick decisions, and enhancing user engagement. They note that while the visualizations are generally user-friendly, incorrect data representation can occasionally occur if not properly managed. Of the 49 Dynamics 365 users who gave detailed accounts of their use of Data Visualization, 96% rated this feature as important or highly important.

Reviewers indicate that Dynamics 365's Reporting/Analytics capabilities provide valuable insights for data-driven decision-making. They appreciate the customizable reports, interactive dashboards, and predictive analytics that enhance performance tracking and strategic planning. Users value the integration with tools like Power BI and Excel for advanced data analysis. They mention the platform's ability to generate real-time insights, which helps in optimizing business processes and improving efficiency. However, some users feel the need for additional reporting tools for more complex requirements. Of the 92 Dynamics 365 users who gave detailed accounts of their use of Reporting/Analytics, 95% rated this feature as important or highly important.

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“You have dashboard to display key performance, realtime track progress you also have std reports that provide detail insight. you can also integrate with other modules and it's predictive analytics also helps.”

GS

Gurinderjeet S.

Relationship manager

“Reporting/Analytics in Dynamics 365 provides insights for data-driven decisions. It enhances efficiency, productivity, and competitiveness by leveraging real-time information for strategic planning and performance improvement.”

masud r.

owner

Reviewers feel Dynamics 365's Sales Pipeline Management is essential for tracking and optimizing sales processes. They appreciate the visibility into opportunities, forecasting accuracy, and automated workflows. Users highlight the integration with other modules like contact management and marketing automation, which provides a comprehensive view of customer interactions. They find the visual representation of the sales pipeline helpful for identifying bottlenecks and improving sales performance. However, some users mention the importance of accurate data entry for reliable insights. Of the 84 Dynamics 365 users who gave detailed accounts of their use of Sales Pipeline Management, 90% rated this feature as important or highly important.

Reviewers find Dynamics 365's Lead Management capabilities valuable for capturing, tracking, and nurturing leads. They appreciate the automated lead capture from various sources, lead scoring, and personalized engagement. Users highlight the integration with other Microsoft applications and the ability to customize lead records. They mention the system's efficiency in managing leads, which enhances sales productivity and conversion rates. However, some users note challenges with integrating leads from external marketing automation tools. Of the 61 Dynamics 365 users who gave detailed accounts of their use of Lead Management, 90% rated this feature as important or highly important.

Reviewers appreciate Dynamics 365's Contact Management for its centralized data storage and seamless integration with Microsoft tools. They value the ability to track customer interactions, preferences, and history, which facilitates personalized communication. Users highlight the system's advanced segmentation and targeting capabilities, enabling efficient marketing efforts. They find the interface user-friendly for updating and managing contact information. However, some users mention the complexity of importing contacts from platforms like LinkedIn and the need for regular data maintenance. Of the 73 Dynamics 365 users who gave detailed accounts of their use of Contact Management, 85% rated this feature as important or highly important.