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Microsoft Dynamics 365

Microsoft Dynamics 365
Formerly Microsoft Dynamics CRM

Overview

What is Microsoft Dynamics 365?

Microsoft Dynamics 365 is a CRM providing sales, marketing, and service functionality. It is offered as SaaS and on-premise. Dynamics 365 is part of the larger Dynamics suite of business intelligence and ERP products.

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Recent Reviews

TrustRadius Insights

Lead Generation Capabilities: Users have appreciated the software's easy lead generation functionalities, enabling them to generate leads …
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Buyer Beware!!!

1 out of 10
February 18, 2022
We used Microsoft Dynamics 365 as our Applicant Tracking/Employment Management System. We add candidates and clients to the database and …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 31 features
  • Customer data management / contact management (68)
    8.8
    88%
  • Custom fields (65)
    8.2
    82%
  • Integration with email client (e.g., Outlook or Gmail) (65)
    7.3
    73%
  • Workflow management (66)
    7.1
    71%
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Pricing

View all pricing

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttp://www.microsoft.com/en…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $44 per month
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Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

7.8
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

7
Avg 7.5

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

7.7
Avg 7.5

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

7.6
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

8.8
Avg 7.6

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

7.7
Avg 7.6

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

7.7
Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

7.7
Avg 7.3

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

7.3
Avg 7.1

Platform

8.2
Avg 7.5
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Product Details

What is Microsoft Dynamics 365?

Microsoft Dynamics 365 (formerly called Microsoft Dynamics) CRM is a CRM system providing sales, marketing, and service (help desk) functionality. It is offered in two flavors: Online (competing directly with Salesforce) and on-premise.

The Microsoft Dynamics family of business applications includes other related products for ERP and retail management.

Microsoft Dynamics 365 Features

  • Supported: Comprehensive Solution for Sales, Service & Marketing
  • Supported: Productivity Through Seamless Integration with Office 365
  • Supported: Analytics Through Seamless Integration with PowerBI

Microsoft Dynamics 365 Video

Find more opportunities and boost sales with Microsoft Dynamics 365 - Gamification

Microsoft Dynamics 365 Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows
Mobile ApplicationApple iOS, Android, Windows Phone
Supported Countriesglobal
Supported LanguagesOver 40 languages

Frequently Asked Questions

Microsoft Dynamics 365 is a CRM providing sales, marketing, and service functionality. It is offered as SaaS and on-premise. Dynamics 365 is part of the larger Dynamics suite of business intelligence and ERP products.

Microsoft Dynamics 365 starts at $44.

NetSuite ERP, Sage CRM, and Salesforce Sales Cloud are common alternatives for Microsoft Dynamics 365.

Reviewers rate Forecasting and Pipeline visualization highest, with a score of 9.1.

The most common users of Microsoft Dynamics 365 are from Mid-sized Companies (51-1,000 employees).
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Comparisons

View all alternatives
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Reviews and Ratings

(933)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Lead Generation Capabilities: Users have appreciated the software's easy lead generation functionalities, enabling them to generate leads via emails, phones, and campaigns while automating the process.

Intuitive: Reviewers find the user interface intuitive, suitable for both new and experienced users without requiring extensive training.

Customization: Customers have highlighted the software's robust customizability features, allowing them to tailor Dynamics to their specific business needs with ease.

Customer Service: Some users noted that the software effectively guides sales representatives through the sales process and facilitates quick quoting, enhancing interactions with customers.

Integration: The integration with Microsoft Outlook was found to enhance the overall user experience by some reviewers.

Insufficient Customer Support Training: Users have raised concerns about the need for better training for customer support staff, mentioning that they often lack the necessary skills when interacting with customers and asking questions.

Cumbersome Data Entry Process: Reviewers have expressed frustration with the data entry process, stating that entering information into candidate records is cumbersome. They highlighted that specific job information does not seamlessly integrate into general candidate records, leading to inefficiencies.

Lack of Clarity on Data Backup: Some users have criticized the unclear data backup process when transitioning from Microsoft Dynamics 365 to another system. They mentioned significant costs incurred in retrieving their data, emphasizing a need for more transparent backup procedures.

Attribute Ratings

Reviews

(1-25 of 88)
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Score 8 out of 10
Vetted Review
Verified User
Microsoft Dynamics 365 is a great way to run an organization as an ERP system. It adds a lot of values in connecting all units within the organization. It keeps record of your transactions and inventories. It provides lots of analysis and it is a very secured system compared to customized applications/platforms.
  • Lots of improvement and updates.
  • CRM is a great advantage.
  • Security is great.
  • Customer support requires some support at times as they need some training when dealing with a customer and asking all the questions. The way they handle issues needs attention and they need to be trained.
Microsoft is a great company that every person is happy to work on its application/platform unlike others like Oracle which is not very flexible and does not allow you for much progress in your application therefore you cannot do many changes and updates. In the same time Oracle is a great company yet its very expensive to buy their product.
Mohd Nazish | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We provide technical support and functional support as well to the users. This product is great to manage and engage the customers with the business. There is a great scope for this product. You can easily automate the process and also schedule the emails and messages. You can also store and manage products within the CRM.
  • Easy to generate leads using emails, phones, and campaigns and you can also automate the process of lead generation.
  • You can send the notifications to the users.
  • You can also have it's great feature called field service.
  • Overall it is working great, nothing to dislike.
  • I would love to see if Microsoft Dynamics 365 has the features to schedule workflows or plugin.
If you owned the business and you have to connect with your customers and also wanted to improve your business then you must have to go for it as it has a great sales process and the customer engagement process you can also use its business process flows to make your business more effective.
FARHAAN SHAIKH | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
All the leads Coming from the Marketing Campaigns Comes into the Microsoft Dynamics CRM and after that, it is allocated to the Salesperson who takes Follow up and Converts that into Sales.
This is Also Used for Service, lead is active until and unless it the Closed by the Service guy. Right from Generating prospects to Closing the leads, it is all managed in Microsoft Dynamics CRM.

  • User Interface is quite Intuitive does matter whether you are a new user you will find it easy and interesting.
  • No Training is required all you need is just be aware of B2B leads, Corporate and Customer leads
  • Support team is highly knowledgeable and helpful
  • Fast internet Connection is required otherwise it can lag.
  • If you are creating a new lead, you Will have to put its Source and many more details which is quite irritating and time-Consuming
Its is well suited when you will Use it with some Dialer, it works really well for all the BPO and service Companies. Doesnt matter whether your Organization is small,medium or large you can go Microsoft dynamics CRM
February 18, 2022

Buyer Beware!!!

Jeff Smith | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
We used Microsoft Dynamics 365 as our Applicant Tracking/Employment Management System. We add candidates and clients to the database and track activities relative to candidates in the pipeline for a job being recruited for, client information about their company, and jobs they need us to fill.
  • integrates reasonably well with Microsoft Outlook
  • Collecting/inputting information into candidate records is frustrating in that information input to a candidate record relative to a job for which they are a candidate does not get included in the general candidate record.
  • In my opinion, they need to make it VERY CLEAR UPFRONT that if you leave Microsoft Dynamics 365 for another ATS, they will NOT PROVIDE YOU WITH A BACK-UP FILE OF YOUR DATA like every other ATS does. It cost me almost $10,000 to get MY DATA, after having to re-up for another year because they wouldn't provide it to me.
In my experience, when asked to escalate the issue of not being able to get MY DATA out of the system, I was advised there was no one I could escalate the issue to. I was forced into another year with this ATS and had to contract with outside Microsoft Partners to get my data. A cost of almost $10,000.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We use this application globally within our company and not only by the sales reps or department but it holds a lot of the essential master data for our products and pricing structure. Our product managers and marketing users use the application to compile information about our sales and send out surveys etc. CRM 2016 enables the company to streamline the process and way of working with a sale from lead to order, and it helps our service technicians to handle RMA's and service cases on a global scale.
  • Guides the sales reps through the sales process.
  • Enables fairly quick quoting, presenting the customer with a quick quotation.
  • We had to rely on some third-party tools like Experlogix and HubSpot, it would be neat if this was unnecessary.
  • It's a Microsoft tools, so the number of clicks is still too high.
It's fairly easy to customize and integrate against, but it does require some developers to maintain. There's no product configurator or great mobile app, but these are areas in which MS knows to invest in future versions of CRM. The support for new on-prem versions seems to have been diminished since everything is going cloud which I think is a bit of a shame.
Mst Rahima Khatun | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
We use Microsoft Dynamics 365 to keep track of our clients, systems, and data across the company. My superiors appreciate how easy it is to maintain tabs on our selling pipelines and set selling goals. It serves us to integrate all the data and processes from our employer’s portal into a unique system. We sell online solutions that update both CRM and the doorway simultaneously. For me, task tracking is my favorite feature because it’s tailored to each client’s specific needs. To this day, I’ll never forget the conversation I had with my client because of the project. Also helps our salespeople keep a step on potential clients and manage their past interactions to re-engage them. Microsoft Dynamics 365 works with customer relationship management programs for our company’s operations and selling employees. Use it to manage track of clients and other important sales metrics with ease.
  • One of the best features of this software is that it's easy to use and intuitive to understand.
  • Customization is easy, and no training is required; all you need to know about B2B leads, corporate leads, and clients are to be aware of those leads.
  • Through shared application data and marketing automation, it helps us align our sales and marketing processes.
  • The support team is knowledgeable and helpful, and they quickly engage the right customers using Microsoft's artificial intelligence-backed features.
  • There is room for improvement in terms of user-friendliness. New users often find it difficult to enter information into a database.
  • Making things a little easier on the interface and its user interface design isn't simple enough for smooth navigation, particularly on the report pages.
  • I'd like to see some improvement in terms of the navigation layout, though. There is always a concern about cost and performance.
We like Microsoft Dynamics 365 because it is easy to customize. It is simple to automate the process as a result of this integration. Through existing clients and products, we can sell our product. To promote and connect with our products, we can target specific customers. Using the Dynamic 365 tool, we can create new features based on the needs of our customers. It's of great quality, but it can't handle large data sets or perform well. That's something to keep in mind for large corporations. There are many advantages to using Microsoft Dynamics 365, but it falls short of other tools in nearly every area.
Harrison Pershing | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
I am the Salesforce Admin for our organization and we have 16GB of storage available. However, we are currently using around 25 GB of storage for all of our invoicing information. Our higher-up executives don't want to spend the money on the excess storage and we have decided to pull in all of our reporting/data for older information from Microsoft Power BI. We use their dashboards to provide more knowledge to our users.
  • Dashboards are succint
  • Reporting looks great
  • Customer views are great
  • Forecasting could be improved
  • Linking email campaigns
  • Overall customization
We have a very specific use for the Power BI reports, but I just think that Salesforce, which we use primarily, is headed in a way better direction and it's overall capability and customizations are unmatched. I think [Microsoft] Dynamics [365] does provide a strong view on customers, but it lacks in comparison to Salesforce in almost all aspects.
Score 9 out of 10
Vetted Review
ResellerIncentivized
We all use it. We use it on our end to manage our client accounts but we also have our own ISV inside Dynamics that we sell, so us in the Support team also have to help customers with issues that arise in Dynamics CRM along with ClickDimensions. Dynamics helps us manage our database of accounts neatly and, since it is customizable, we have been able to do so much more for our clients.
  • Customizable - you can customize Dynamics to your business needs with the help of a CRM Admin or Partner
  • Can import own or third party solutions to add features that Dynamics may be missing. Example, ClickDimensions
  • Easy to manage Leads!
  • User Friendly -- Dynamics and their terms can be a bit confusing
  • UI -- The new Unified Interface is not that well designed. Older UIs were easier to navigate
  • If you are not a CRM expert, customizing CRM can be complex and you can even ruin your environment.
If you are in the Marketing or Sales department, Dynamics CRM can let you manage your leads pretty easily. More suited for larger companies. Small companies that only want to send emails would probably benefit from other software such as Mailchimp. Their competitor is Salesforce, but they are not that similar.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
It's used by the whole sales team as the main CRM. It helps keep track of all the information related to customers and sales opportunities.
  • User friendly.
  • Customer support is outstanding.
  • Can integrate with other softwares.
  • Marketing features.
  • Mass mailing.
  • Use of templates.
It is great for keeping track and following on sales opportunities. It provides many options for recording information on these leads.
Score 5 out of 10
Vetted Review
Verified User
Incentivized
Microsoft Dynamics 365 is used through our entire company mainly as a CRM system to track customers, orders and keep information stored.
  • Marketing tracking.
  • Operations management.
  • Financial management.
  • Making things a bit more simple on the interface
Microsoft Dynamics 365 is a good CRM system. We use it to track financials and also do operations of our company with it. We do use it for marketing as well, but I do not think it is the best tool. It is great for keeping your customers info and details.
Shai Hadar | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
We have developed an ITSM Module, and as MS Dynamics implementers, we practice what we preach
The platform we developed is being used company-wide to support customers, enable collaboration across teams, and other basic CRM functions.
  • Very easy to customize.
  • Release management is very simple and intuitive.
  • UI is very plain and clear, consistent experience across all entities.
  • Full integration to other MS products out of the box, online Excel editing.
  • Full integration with Outlook for emails and calendar.
  • Bad reporting (you have to have Power BI).
  • Hard to manage users and permissions due to the many customizations available.
  • Performance, always an issue.
Good for companies that do not need complex customizations, otherwise you get encumbered by too much code and complexity. Large enterprises need to consider that MS Dynamics cannot handle super large data sets, reporting is limited, and performance is generally a limitation.
Olabintan Adenike Shoro | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Microsoft Dynamics 365 is, at the moment, used as the preferred customer relationship management program in my organization's regional offices where I work. We use it to seamlessly manage customer information and keep track of customers and important sales metrics. It makes it easy for the higher-ups in my organization to measure our sales pipelines and possible sales targets, too.
  • Microsoft dynamics 365 does a fantastic job integrating with important third-party applications we currently use in the office such as a MailChimp and OneNote, thus making it easier to share vital insights across applications.
  • Microsoft Dynamics 365 does a fantastic job of aligning our sales and marketing processes by helping to produce seamless experiences for our customers through shared application data and marketing automations.
  • Microsoft Dynamics 365 makes it easier for us to focus on the right type of customers by engaging them quickly using insight provided by Microsoft's artificial intelligence backed features.
  • Microsoft Dynamics 365 can do with improved intuitiveness for users. For instance, data entry is usually a tedious experience for beginner users.
  • Its user interface design is not simplified enough for smooth navigation, especially on the report pages.
Microsoft Dynamics 365's mobile access is average at best. It is not the most intuitive of mobile applications and has a sorry offline mode state.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Dynamics 365 is currently used as a company-wide CRM for the management of our sales metrics, customer contact, and database. It is widely used by upper management to track the "health" of their pipelines and sales goals. Lower-level employees use it daily to keep track of customers and data entry. It has been a great tool for running various queries to view performance. Very easy to use.
  • Query searches.
  • Great user experience and design.
  • Displaying data in various charts.
  • Global search function tends to freeze a lot.
  • Linking emails to certain leads/opps could be improved in both Outlook and Dynamics.
Well suited for companies with products to sell products instead of services. Well suited for users who are familiar with Excel.

Not well suited for companies who need high levels of customization to their CRM and data.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We started off using Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) as both my business partner and I have used numerous Microsoft products in various positions and companies we worked for. When we decided to start our own business, which is still in the startup stages, we all agreed that Microsoft Dynamics 365 would be the best choice and provide us with the best tools we needed for data, our business insight. UPDATE*********We are still using this software and have found it to be very useful in and for our business matters and needs. We are now a little more seasoned if you will and find it to be a vital necessity for our company.
  • We haven't jumped into the marketing as much as we would like but what we have seen and anticipate it will work great.
  • The sales module works great.
  • The layout can be a little better as far as navigation.
  • Pricing
I think that whether you are a start-up, small business, or large business, this software will work for you if you customize it to your specific needs. It is easy to use, and training is a breeze. Onboarding, even for us still in the starting stages, has been smooth, and we anticipate immense growth in the coming years, so that is important to us.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
This was part of a custom CRM application for a vanity cosmetic surgical organization. We were brought in to work with on site developers to create custom training and deploy the product nationally. We fielded questions from users, worked with developers to tweak the system, and promote the benefits to the population to garner buy in for the process change. This was an extreme overhaul of process.
  • Easily customizable
  • Scalable
  • Not a complete con - but it did have a different look than what they used before
It works well when you have a development team on site or dedicated to the project. There are necessary updates/features that you don't anticipate in planning. Having trained developers ready to make changes is key.
Patrick Stephens | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
I was asked to address the growing separation of marketing and sales at a local school (so, in this sense, sales will be considered Admissions). I needed to do several things 1) turn focus towards the completion of the job (leaving the small, menial tasks to the machine), 2) coordinate a way for both marketing and admissions to work together, knowing how well the other department is doing without interference, and 3) ensure quality standards were met when employee retention was a major issue. Microsoft Dynamics was used briefly through a sister account to observe how new employees would take to it, as well as see how currently long-time employees would take to it (reverting to old ways or moving towards the product).
  • Data unification - "one stop shop"
  • Adaptable pay structure, with customization options
  • Not new user friendly, nearly impossible to train someone new in it without them losing interest
All told, if it hadn't been for the fact that we were testing it with both employees who knew CRM lingo and those who were new, we wouldn't have found such an issue. The program itself can be very useful for people who already manage CRMs, who know how to use them, who know how to run and manage employees on them, namely because of the "one-stop-shop" concept in data visibility. When it came down to it though, if you have high-turnover, then this product will devolve into only being used for it's base components. Down the middle, we found that the people who'd been in marketing for 4-5 years fell into the product easily because of the way it was written. Everyone before that, with novice experience, thought it was written like a textbook for a graduate class - little to no leeway if you don't happen to know one specific term.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
It is being used across our whole organization, and it helps to bridge some communication problems and usually works pretty adequately. It definitely helps us to track leads, but sometimes we have issues with the cloud updating that may not be related to the program and just might be our system.
  • Great for tracking metrics.
  • Helps people stay organized.
  • The interface isn't as friendly when accessed on a Mac, but not bad.
  • It has a lot of functionality and sometimes it is difficult to find the exact one you are looking for.
It has great integration with our software, but do your research on how it integrates with your specific software. Microsoft Dynamics is constantly being updated and the customer service is excellent. It is a nice comprehensive CRM solution all-in-all. It is very efficient compared to other systems I have evaluated, and is what I recommend to customers.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Microsoft Dynamics is mainly used by the Marketing Department of our organization. Its main purpose is to provide the back end for our mobile app and to manage loyalty programs. Also it provides reports and dashboards based on customer transactions. It helped set up our customer relations base and reach our guests.
  • It has a solid structure to set up customer and loyalty analytics.
  • It provides a good amount of reports that could be customized and extended easily.
  • Export of some large reports can be problematic and you may have to divide reports into smaller chunks.
  • Navigation in the report pages can be difficult.
Microsoft Dynamics CRM is well suited to establish a basic standard customer relations and analytics structure. Many of the basic concepts are ready and could be customized with less effort to start analyzing your customer behaviors and prepare your strategy to keep existing base as well as extend your customer access. It has good integration especially with Excel where you can analyze live data from CRM.
January 20, 2020

Dynamic is Dynamite!!

Jarrod Mobley | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Microsoft dynamics is being used by our company by sales, operations, and admin support employees. Dynamics helps sales track new prospects and house historically relevant data to reengage old prospects and new. Sales process is tracked from start to completion of sale and handed off to operations for implementation. Operations can then see all bites attached to assist in converting over to client status.
  • Customizable
  • Fast
  • Entering data can be tedious. Mass information entering isn’t very easy.
  • With customization can also come with more steps to enter some data.
Compared to Salesforce, I love the ability for sales reps to edit and delete information. Salesforce did not have that flexibility for me in past roles. I also think that the reporting options are fantastic. I can easily create custom views so the I can find relevant and usable data.
January 17, 2020

Dynamics CRM for the win

Sara Rogers | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Microsoft Dynamics CRM is the software we use to manage our clients and prospect data and where sales keeps track of opportunities and tracks pipeline, etc. It's also now where our support team tracks support tickets. We have found that the CRM has helped us build stronger relationships, improve productivity and performance and give our staff a single view into the complete activity for any given account or contact. We integrate it with our campaign management platform (Marketo) as well as our sales enablement platform (Seismic) so our entire sales organization (account execs, demo, implementation) can easily see how marketing is also interacting or influencing the buyer journey.
  • Integrations
  • Customer engagement
  • Not particularly strong in completeness of vision
  • Higher priced than competition
The system does everything we need it to. We (as marketers) use it to find out about clients and prospects given it's tracking engagement and opportunities for all of our product lines across the organization. It's also tracking (in some cases) which campaigns or trade shows a specific client or prospect has attended that we have also exhibited at. Further cementing that our audiences attend xyz events and showing we need to continue to engage in these events to engage and influence like minded individuals with the same pain points.
Susan Hammiche | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Microsoft Dynamics 365 is mainly used by the sales and marketing department to keep track of leads and potential leads as well as current and past client contacts. It helps improve the workflow in regards to financial management and customer service as well as other areas. With its vast variety of applications that are integrated, it helps keep everything organized.
  • Customer Relationship Management
  • Simple layout design
  • Pricing - small businesses have smaller budgets
  • Learning curve for users not familiar with it
Dynamics 365 is a great application for all kinds of businesses from the feature standpoint. It can be used in many ways for financial and operational management. By tracking your customers and leads, you can keep everything organized and everyone in your department can see the progress. That way nothing gets lost or forgotten. From the price point, it may be harder from small businesses to use this software as it carries a high monthly or yearly cost.
December 10, 2019

Dynamics 365 at a glance

Score 8 out of 10
Vetted Review
Verified User
Incentivized
Battelle is currently using Microsoft Dynamics 365 as its primary CRM system across the entire organization. We use it to track business opportunities throughout the duration of the sales process, from contact generation to order close. This helps the organization overall keep better track of it's current and potential projects.
  • It allows opportunities to be linked directly to specific accounts and contacts.
  • It allows users to enter specific details of phone conversations they have with clients or potential clients.
  • It could provide a better training program.
  • It could have a slightly better user-interface.
It's well suited to track opportunities throughout the duration of the sales process. It's also well suited to tie opportunities to specific contacts and accounts. Less appropriate scenarios include tagging emails from Outlook in a quick and easy manner, as it's not very good for this. It's less appropriate to use on the phone as its mobile interface is somewhat difficult to use.
December 09, 2019

Happy with Microsoft 365

Srinivas Rao | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Microsoft Dynamics 365 is used by our department or customer support team, we call it the Share point. My team members and I use this to share data which contains secured data and we do feel safe as the details are not compromised. The main issue of sharing critical data with the team is what has been addressed.
  • Secured
  • User friendly
  • Customer-centric
  • Lively
  • Graphics could be improved.
We all use Microsoft products and MS Office too. Sharing of Excel files has never been a hassle, across geographic locations.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Dynamics 365 is being used in our company to track valuable insights that help our teams monitor their relationships with key customers and ongoing interactions with them. The predictive insights from the tool are used to decide future strategies and support our remote teams in working in a more cohesive, aligned manner.
  • The dashboards are truly fantastic. Highly customizable, easy to understand, and quick to gain key insights upon logging into the tool.
  • Depth of information available in the tool is necessary for various teams to gain the right level of detail they need.
  • Integrations with other applications is helpful for our remote teams. This allows different apps to feed into one another and makes it easier to use overall.
  • There are very many subpages in the tool, and this can make it more challenging to onboard new users to the tool. It takes some adjusting to, to feel that the tool is seamless.
  • As access to info, or access to particular sections of the tool, can be restricted for some users by the main admins, this can be frustrating as not all team members have access to the same information. This means that admins must build more strategy around how the tool will be used.
Dynamics 365 is necessary for larger organizations with teams across regions/locations. Having a centralized tool allows everyone to work better together. In these cases, predictive analytics are also a necessity, as planning actions among a remote team can be a challenge, and this tool helps with that.
Robert Ross | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
The platform is being utilized by our real estate brokers as a customer relationship management platform. Additionally, management of those brokers is using the platform to harness data on call volumes opportunities missed and forecasting
  • Reporting
  • Visualizations
  • Mobility
  • Better performance.
  • Better UI on mobile.
  • More security features.
For a small business, it's a home run and you can scale it up or pull it back being in the cloud makes it durable and always on. Depending on the complexity of your sales organization it could cumbersome to use, but compared to Salesforces it has a great value at a lower cost
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