21 Ratings
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Top Rated
803 Ratings
21 Ratings
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Score 8.5 out of 100

Microsoft Dynamics 365

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Top Rated
803 Ratings
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Score 7.8 out of 100

Feature Set Ratings

  • ADAPTcrm ranks higher in 10 feature sets: Sales Force Automation, Customer Service & Support, Marketing Automation, CRM Project Management, CRM Reporting & Analytics, Customization, Security, Social CRM, Integrations with 3rd-party Software, Platform

Sales Force Automation

8.9

ADAPTcrm

89%
8.6

Microsoft Dynamics 365

86%
ADAPTcrm ranks higher in 6/9 features

Customer data management / contact management

8.6
86%
3 Ratings
8.1
81%
71 Ratings

Workflow management

9.6
96%
3 Ratings
8.0
80%
70 Ratings

Territory management

8.6
86%
3 Ratings
8.2
82%
54 Ratings

Opportunity management

8.6
86%
3 Ratings
9.0
90%
66 Ratings

Integration with email client (e.g., Outlook or Gmail)

9.0
90%
3 Ratings
9.5
95%
69 Ratings

Contract management

9.0
90%
3 Ratings
8.6
86%
55 Ratings

Quote & order management

9.6
96%
3 Ratings
9.1
91%
51 Ratings

Interaction tracking

8.1
81%
3 Ratings
8.7
87%
63 Ratings

Channel / partner relationship management

9.0
90%
3 Ratings
8.6
86%
54 Ratings

Customer Service & Support

9.2

ADAPTcrm

92%
7.7

Microsoft Dynamics 365

77%
ADAPTcrm ranks higher in 3/3 features

Case management

9.6
96%
3 Ratings
7.7
77%
54 Ratings

Call center management

9.0
90%
3 Ratings
8.1
81%
47 Ratings

Help desk management

9.0
90%
3 Ratings
7.3
73%
52 Ratings

Marketing Automation

8.8

ADAPTcrm

88%
8.3

Microsoft Dynamics 365

83%
ADAPTcrm ranks higher in 2/2 features

Lead management

9.0
90%
3 Ratings
8.9
89%
64 Ratings

Email marketing

8.6
86%
3 Ratings
7.7
77%
65 Ratings

CRM Project Management

9.0

ADAPTcrm

90%
8.5

Microsoft Dynamics 365

85%
ADAPTcrm ranks higher in 3/3 features

Task management

9.6
96%
3 Ratings
8.5
85%
62 Ratings

Billing and invoicing management

8.6
86%
3 Ratings
8.5
85%
46 Ratings

Reporting

9.0
90%
3 Ratings
8.4
84%
56 Ratings

CRM Reporting & Analytics

9.0

ADAPTcrm

90%
8.7

Microsoft Dynamics 365

87%
ADAPTcrm ranks higher in 3/3 features

Forecasting

9.0
90%
3 Ratings
8.9
89%
58 Ratings

Pipeline visualization

8.6
86%
3 Ratings
8.2
82%
64 Ratings

Customizable reports

9.6
96%
3 Ratings
8.8
88%
66 Ratings

Customization

8.6

ADAPTcrm

86%
8.1

Microsoft Dynamics 365

81%
ADAPTcrm ranks higher in 4/4 features

Custom fields

8.6
86%
3 Ratings
8.3
83%
69 Ratings

Custom objects

8.1
81%
3 Ratings
8.0
80%
64 Ratings

Scripting environment

8.6
86%
3 Ratings
8.0
80%
51 Ratings

API for custom integration

9.0
90%
2 Ratings
8.0
80%
55 Ratings

Security

8.8

ADAPTcrm

88%
8.6

Microsoft Dynamics 365

86%
ADAPTcrm ranks higher in 2/2 features

Single sign-on capability

9.0
90%
3 Ratings
8.8
88%
59 Ratings

Role-based user permissions

8.7
87%
3 Ratings
8.4
84%
60 Ratings

Social CRM

8.6

ADAPTcrm

86%
8.3

Microsoft Dynamics 365

83%
ADAPTcrm ranks higher in 1/2 features

Social data

9.0
90%
3 Ratings
8.4
84%
39 Ratings

Social engagement

8.1
81%
3 Ratings
8.2
82%
40 Ratings

Integrations with 3rd-party Software

8.8

ADAPTcrm

88%
8.5

Microsoft Dynamics 365

85%
ADAPTcrm ranks higher in 2/2 features

Marketing automation

9.0
90%
3 Ratings
8.7
87%
59 Ratings

Compensation management

8.6
86%
2 Ratings
8.4
84%
32 Ratings

Platform

8.6

ADAPTcrm

86%
8.2

Microsoft Dynamics 365

82%
ADAPTcrm ranks higher in 1/1 features

Mobile access

8.6
86%
2 Ratings
8.2
82%
51 Ratings

Attribute Ratings

  • ADAPTcrm is rated higher in 3 areas: Likelihood to Recommend, Usability, Support Rating

Likelihood to Recommend

9.0

ADAPTcrm

90%
3 Ratings
7.9

Microsoft Dynamics 365

79%
92 Ratings

Likelihood to Renew

ADAPTcrm

N/A
0 Ratings
7.9

Microsoft Dynamics 365

79%
19 Ratings

Usability

9.0

ADAPTcrm

90%
2 Ratings
8.1

Microsoft Dynamics 365

81%
22 Ratings

Support Rating

9.0

ADAPTcrm

90%
2 Ratings
8.2

Microsoft Dynamics 365

82%
16 Ratings

Online Training

ADAPTcrm

N/A
0 Ratings
7.5

Microsoft Dynamics 365

75%
2 Ratings

Implementation Rating

ADAPTcrm

N/A
0 Ratings
9.5

Microsoft Dynamics 365

95%
8 Ratings

Contract Terms and Pricing Model

ADAPTcrm

N/A
0 Ratings
5.7

Microsoft Dynamics 365

57%
4 Ratings

Professional Services

ADAPTcrm

N/A
0 Ratings
7.5

Microsoft Dynamics 365

75%
2 Ratings

Likelihood to Recommend

ADAPT Software Applications, Inc.

We have been using Adapt for almost a year or more and it is the best CRM solution and has helped us in saving our time and also in finding various contacts from our LinkedIn connections. It enabled us to grow our network by connecting us to the market for our products. when it comes to its price its subscription rate is quite high and it gets buggy sometimes.
Read full review

Microsoft

We work in a Cloud environment with Azure where using Microsoft Dynamics 365 as a CRM and ERP application helps us to a great extent. We mostly deal with data projects at the moment and combining/Integrating Microsoft Dynamics 365 with other Microsoft applications is easier that helps us to meet the project objective and our goal.
Read full review

Pros

ADAPT Software Applications, Inc.

  • It provides a nice, single package of multiple features as in all in one solution business program. It can be used to help run many operations in an organization.
  • ADAPTcrm provides a fairly robust interface that can be individually tailored to each user, making it a bit more personable.
  • The program can be linked into other systems like Outlook which can alleviate the need for manual entry of contacts.
Read full review

Microsoft

  • Some useful out-of-the-box features, like mass uploads of Leads from trade shows or when qualifying a Lead, CRM automatically creates the Opportunity, Contact, and Account for you, etc.
  • Really powerful customizations through the user interface to improve user experience. Things like Business Rules, for example, if Field A = 1, then Field B = 2 and Field C = 2, if Field A = 2, then Field B and Field C don't apply, so automatically hide them.
  • Or other functionality that improves user experience, like Business Process Flows. These walk users step by step through our business process, helping them know when certain actions should take place, and at what point other data is now required. We've used this extensively with our Lead to Opportunity to Quote to Order process, helping users understand the business process each step of the way.
  • Customizations built on top of the platform now called model-driven PowerApps. You can have connections to "typical" data, like Accounts, Contacts, or Opportunities, for example, but then connect that data to custom entities, records that only apply to your specific business. This is all done through the user interface and allows you to customize and automate specific line-of-business applications for your specific needs.
  • Behind the scenes, D365 CE is built on SQL. So the data conforms to industry standards and makes it much easier to interact with. Your developers and IT team will thank you.
Read full review

Cons

ADAPT Software Applications, Inc.

  • Sometimes in the middle of work, it logs us out and it needs to be fixed as it is annoying.
Read full review

Microsoft

  • Microsoft Dynamics 365 storage & license cost can prohibit some large deployments or even cost-sensitive small projects from using the platform (although I'm certain most deployments would realize a positive ROI if implemented correctly with process automation).
  • The cost and licensing document for Dynamics 365 is 61 pages and will take a rocket scientist to understand it. It's better to just have your Microsoft help estimate the cost if they are willing to help you that.
  • The documentation on how to first fully understand the Out of the Box default solution and settings is lacking or even non-existing. This has the potential to derail Dynamic 365 launches and implementations from the gitgo. Want to use an out of the box entity?.. well it's probably related to 5 other entities that require configuration and full understanding of it to successful implement. And you ask where is the laymen guide or instructions?... User groups and forums. In Summary, Microsoft can up its game in deployment training and supporting documentation.
  • Microsoft needs to incentivize more external platforms to build app connectors for easy integration, such as ZenDesk, Slack, Tableau, etc. Even the current connector apps such as Salesforce, MailChimp, Docusign are useless or don't work at all.
  • Several limitations inhibit successful Dynamics 365 deployments such as: limited number of Rollup field calculations (summarizing fields on child/related records), limited number rows that can exported to Excel via advanced find, Dynamics 365 files, log and database storage size limit is extremely small and will always require purchasing additional storage (for Online deployments).
  • New user buy-in or acceptance or system platform changes can be difficult if a solid change management plan isn't enacted.
  • Don't expect much help from Microsoft on implementation or solutions unless it's a technical flaw with the platform. Microsoft relies on their MVP partner network to consult for implementations at a hefty cost. Hiring a knowledgeable and savvy Dynamics 365 System Administrator can reduce the need for consultant support; of course, this is dependant upon many many variables.
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Pricing Details

ADAPTcrm

Starting Price

$0

Editions & Modules

ADAPTcrm editions and modules pricing
EditionModules

Footnotes

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    Microsoft Dynamics 365

    Starting Price

    $44 per month

    Editions & Modules

    Microsoft Dynamics 365 editions and modules pricing
    EditionModules

    Footnotes

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      No setup fee

      Additional Details

      Likelihood to Renew

      ADAPT Software Applications, Inc.

      No answers on this topic

      Microsoft

      CRM has allowed us to keep all of our data in one place that is easy for all users within the company to view. I came into the company after they had been using CRM for about 4 years. They have all said that since we have used this it has helped us control work processes better, it has allowed us to be able to track things so much better, and has been something that has helped unite many processes that used to be all over the place. We are currently using CRM 4.0 and are planning on upgrading in the next 18 months to the 2011 version. Support for 4.0 is almost all but dried up. Understandably so. Some of the customization we have done, and a plugins we use, are now contained within the 2011 version so we are looking forward to that upgrade. We use an email marketing company as well, and they primarily support the 2011 version, but their product connects and is integrated within CRM. This is a great benefit as well so that all of our marketing information can be contained in one location.
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      Usability

      ADAPT Software Applications, Inc.

      Adapt CRM is the perfect tool for everyone looking for the solution to manage customer relations. It has proved itself as a time saver and we can focus on other parts of our organization too without any compromise on our customer relations. It has many features for customization. Additionally, its customer service is so good and helpful and unlike other software of this kind, we have found it quite user-friendly.
      Read full review

      Microsoft

      It's one of the greatest CRM systems on the market, in my opinion, and it combines lighter ERP functions with CRM. I believe it to be the greatest program that is user-friendly and in line with our demands, regardless of what I'm working with my information sets and on the cloud.
      Read full review

      Support Rating

      ADAPT Software Applications, Inc.

      CRM solutions are always meant to strengthen client relationships and ADAPTcrm has helped us in achieving one of our business objectives of strengthening our bond with our clients.
      Read full review

      Microsoft

      Our partner, Ledgeview Partners has been FANTASTIC to work with. They are always timely in their response and have taken time to understand our business and our specific needs. We've made a lot of advanced customizations and they have been a great help in making those updates.
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      Implementation Rating

      ADAPT Software Applications, Inc.

      No answers on this topic

      Microsoft

      We used a data warehouse to house our data, and our IT team and implementation vendor worked diligently ahead of time to construct idea implementation plans. Out of millions of records- we had less than a dozen errors, which is remarkable. My major insight is simply having a group of completely devoted individuals working towards your goal who fully understand the desired outcome. Focused resources for implementation season are critical to success.
      Read full review

      Alternatives Considered

      ADAPT Software Applications, Inc.

      ADAPTcrm is a bit different than other programs with similar feature sets. It offers a more well-rounded set of features that can be beneficial for an organization looking for an in all-in-one solution without much customization. On the other hand, if customization or changes are needed, the costs can be increased greatly with the need for developers or support from the company. Some CRM solutions may require a great deal of programming which ADAPTcrm does not necessarily need, potentially saving a great deal of time in implementation.
      Read full review

      Microsoft

      Microsoft Dynamics was part of a system overhaul for a local school, and we looked at many products. If we had used it for a company with low turnover, then it might have been more feasible. They needed something a new person could learn quickly, someone who might also be learning marketing terms at the same time - especially if there is nobody to train the individual now expected to know the system. Similar issues occurred with all of these programs (we called it being too big for their britches), and one of the bigger things we liked was that it is more compatible with MS Office products in both technical and visual appeal. If you have a steady employees who use a CRM consistently, low turnover, and those who are very familiar with Office products, Dynamics would be the smartest option for you. Unfortunately, this was just not true for the school environment
      Read full review

      Contract Terms and Pricing Model

      ADAPT Software Applications, Inc.

      No answers on this topic

      Microsoft

      On our purchase, I'd been interrogated about our usage. Our needs are met by Microsoft Dynamics 365, which is simple to use. With so much data and information available, we must ensure that it is presented correctly to managers. Due to a lack of use, we don't have to spend as much money on Salesforce.
      Read full review

      Professional Services

      ADAPT Software Applications, Inc.

      No answers on this topic

      Microsoft

      My company's preferred program right now is Microsoft Dynamics 365. We use it to keep track of customers and important sales metrics in a streamlined manner. Anyone familiar with CRMs will find the tool extremely useful. Considering that we have a good turnover, this product will be used for its basic segments. As a result, there are few chances of error with Microsoft dynamics because it is so easy to use. Many options for recording data on these leads are available. It meets our needs and pays off.
      Read full review

      Return on Investment

      ADAPT Software Applications, Inc.

      • It has resulted in growth of our company.
      • It has enabled to make more connections in market.
      • It has proved as a time saver for us.
      • Its cost has a major negative impact on us.
      Read full review

      Microsoft

      • For those without a centralized, all in one solution for major HR, Finance and other departments, Microsoft Dynamics 365 has vastly improved employee time utilization and profit.
      • Migrating clients from on-premise to the cloud has reaped benefits including better security, no unscheduled downtime and frequent updates to functionality.
      • Those transferring from cheaper solutions have lost money in the aim to be better integrated with other Microsoft products and AI they don't really utilize.
      Read full review

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