What users are saying about
65 Ratings
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468 Ratings
65 Ratings
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Score 7.3 out of 101

Microsoft Dynamics 365

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468 Ratings
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Score 7.1 out of 101

Likelihood to Recommend

Agile CRM

Agile CRM is well suited as a business tool bringing together sales and marketing in a comprehensive and intelligent way. It offers a friendly and user-friendly interface for those looking to integrate with other software products. It allows synchronization and organization of contacts and saves time by eliminating menial administrative tasks.
No photo available

Microsoft Dynamics 365

It worked great for documenting client-facing requests in our large client base. Some of the workflows between implementation and billing have improved efficiencies and allowed us to avoid missed revenue. That said, there are also a lot of options and functions that are not applicable, and it would be great to be able to hide/remove things that aren't needed to avoid clutter and inefficiencies.
Haley Lay profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
8.1
Microsoft Dynamics 365
8.1
Customer data management / contact management
Agile CRM
8.8
Microsoft Dynamics 365
8.2
Workflow management
Agile CRM
7.7
Microsoft Dynamics 365
7.8
Territory management
Agile CRM
7.5
Microsoft Dynamics 365
8.0
Opportunity management
Agile CRM
8.2
Microsoft Dynamics 365
8.5
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.4
Microsoft Dynamics 365
8.3
Contract management
Agile CRM
7.8
Microsoft Dynamics 365
7.8
Quote & order management
Agile CRM
7.0
Microsoft Dynamics 365
7.5
Interaction tracking
Agile CRM
8.2
Microsoft Dynamics 365
8.1
Channel / partner relationship management
Agile CRM
8.9
Microsoft Dynamics 365
8.2

Customer Service & Support

Agile CRM
7.0
Microsoft Dynamics 365
8.2
Case management
Agile CRM
7.1
Microsoft Dynamics 365
8.6
Call center management
Agile CRM
6.8
Microsoft Dynamics 365
8.0
Help desk management
Agile CRM
7.1
Microsoft Dynamics 365
8.0

Marketing Automation

Agile CRM
8.5
Microsoft Dynamics 365
7.5
Lead management
Agile CRM
8.5
Microsoft Dynamics 365
7.6
Email marketing
Agile CRM
8.5
Microsoft Dynamics 365
7.4

CRM Project Management

Agile CRM
7.4
Microsoft Dynamics 365
7.3
Task management
Agile CRM
7.8
Microsoft Dynamics 365
7.7
Billing and invoicing management
Agile CRM
7.0
Microsoft Dynamics 365
7.4
Reporting
Agile CRM
7.3
Microsoft Dynamics 365
6.8

CRM Reporting & Analytics

Agile CRM
7.2
Microsoft Dynamics 365
7.5
Forecasting
Agile CRM
6.7
Microsoft Dynamics 365
7.0
Pipeline visualization
Agile CRM
8.3
Microsoft Dynamics 365
8.2
Customizable reports
Agile CRM
6.6
Microsoft Dynamics 365
7.2

Customization

Agile CRM
8.2
Microsoft Dynamics 365
7.8
Custom fields
Agile CRM
8.6
Microsoft Dynamics 365
8.0
Custom objects
Agile CRM
7.9
Microsoft Dynamics 365
8.0
Scripting environment
Agile CRM
7.9
Microsoft Dynamics 365
7.3
API for custom integration
Agile CRM
8.3
Microsoft Dynamics 365
7.9

Security

Agile CRM
8.1
Microsoft Dynamics 365
8.7
Single sign-on capability
Agile CRM
8.3
Microsoft Dynamics 365
8.9
Role-based user permissions
Agile CRM
7.9
Microsoft Dynamics 365
8.6

Social CRM

Agile CRM
6.5
Microsoft Dynamics 365
7.9
Social data
Agile CRM
6.6
Microsoft Dynamics 365
7.9
Social engagement
Agile CRM
6.4
Microsoft Dynamics 365
8.0

Integrations with 3rd-party Software

Agile CRM
8.2
Microsoft Dynamics 365
8.2
Marketing automation
Agile CRM
8.2
Microsoft Dynamics 365
8.2
Compensation management
Agile CRM
8.2
Microsoft Dynamics 365
8.1

Platform

Agile CRM
8.3
Microsoft Dynamics 365
7.3
Mobile access
Agile CRM
8.3
Microsoft Dynamics 365
7.3

Pros

Agile CRM

  • The functionality of creating the campaign is very well thought out. It's extremely intuitive and I'm able to create what is considered complex campaigns with ease.
  • The ability to add points to the profile of a lead and rank them makes sorting and targeting potential customers very easy.
  • Review profile of a lead is very easy. Custom fields are easy to create and are visible in the profile.
Steven Davis profile photo

Microsoft Dynamics 365

  • CRM allows me to track where in the project delivery process we are with our clients. Using business process flow we can understand what deliverables have been met and which remain. I can review how much time has been spent on projects and how much budget remains to proactively manage projects. Consultants track their status reports to CRM from Outlook so everyone on the team is aware of what is happening on the project.
  • Marketing uses CRM to manage our corporate blog. Anyone in the organization can submit a blog idea or write a blog. But an approval process in CRM ensures that all blog posts are branded appropriately and are written to be consistent with corporate and marketing guidelines before being published.
  • Managing our opportunities in CRM not only helps the sales team manage their pipeline and sales process but it gives our delivery team a heads up for resource planning. Delivery leadership can review pipeline at any time receives notice when deals are about to close so that they can proactively assess consultant skill sets and begin assigning resources.
No photo available

Cons

Agile CRM

  • UI and UX - it's improving and it's 90% a joy to use. Some things are just really clunky with multiple windows opening (newsletter campaign management is a good example).
  • I have yet to see their approach to the new EU data protection regulation which would be a deal breaker and would entail us leaving them if their plans are not published soon. That said I think most tech companies are guilty of a lack of planning.
  • Ticketing feels poor compared to Zend Desk and Zoho Desk.
Jez John profile photo

Microsoft Dynamics 365

  • Microsoft Dynamics Marketing has some significant deficiencies that make it almost impossible for us to use. The connector integration with CRM doesn't work with our CRM deployment and basic things we'd expect to be able to do with MDM we just can't do. It's just not a good fit with CRM.
  • There just isn't enough documentation or training out there related to MOBILITY for CRM. Everything we do with tablet and phone apps we learn by trial and error the hard way. It shouldn't be that hard to extend our CRM to our mobile platforms.
No photo available

Likelihood to Renew

Agile CRM

Agile CRM 10.0
Based on 2 answers
There was a little bit of a learning curve and some bumps along the way to managing this platform, but AgileCRM appears to be responsive to any challenges that arise, which I consider to be of vital importance.
Steven Davis profile photo

Microsoft Dynamics 365

Microsoft Dynamics 365 7.9
Based on 19 answers
It is working well for us!
Reza Shirazi profile photo

Usability

Agile CRM

Agile CRM 10.0
Based on 1 answer
This is a feature rich, well organized and easy to use platform.
Steven Davis profile photo

Microsoft Dynamics 365

Microsoft Dynamics 365 8.0
Based on 5 answers
The interface is somewhat clunky and has lots of noise. Navigating around is not that simple and takes some getting used to. I think there are improvements to this in the 2013 version
Reza Shirazi profile photo

Reliability and Availability

Agile CRM

Agile CRM 10.0
Based on 1 answer
The training sessions are very helpful, because you have specialist that is available to answer any questions, guide you and coach you on how to dominate a certain feature of the platform. That being said,Whenever I have an issue that needs to be resolved, I can send email or call a support line. I usually use the support line.
Steven Davis profile photo

Microsoft Dynamics 365

No score
No answers yet
No answers on this topic

Performance

Agile CRM

Agile CRM 10.0
Based on 1 answer
The performance of AgileCRM has been acceptable to date. I'm pleased with the ability to modify leads in the system and search for them and add groups to campaigns.
Steven Davis profile photo

Microsoft Dynamics 365

No score
No answers yet
No answers on this topic

Support

Agile CRM

Agile CRM 5.2
Based on 2 answers
The online help isn't very helpful and the contact I've had with the support team left a lot to be desired.
Victoria Hoete-Dodd profile photo

Microsoft Dynamics 365

Microsoft Dynamics 365 10.0
Based on 1 answer
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.
Todd Jankowski profile photo

Online Training

Agile CRM

Agile CRM 10.0
Based on 1 answer
Each section of the AgileCRM platform has an instructional video that describes in detail all of the features of that section. I found this to be very instructional way to learn about each section. Whenever I had more questions, I could always schedule a conference call with a tutor..
Steven Davis profile photo

Microsoft Dynamics 365

Microsoft Dynamics 365 7.5
Based on 2 answers
No answer on this topic is available.

Implementation

Agile CRM

Agile CRM 10.0
Based on 1 answer
Once I get everything set up, everything started to flow and I can see the major benefit of this platform to my business
Steven Davis profile photo

Microsoft Dynamics 365

Microsoft Dynamics 365 9.2
Based on 4 answers
Highly recommended for any Sales Team that has 10 or more persons
Chris Farias profile photo

Alternatives Considered

Agile CRM

Much easier to set up against Zoho.User-friendly against Zoho.Team acceptance against Zoho.
Deborah Felicio profile photo

Microsoft Dynamics 365

I think Microsoft Dynamics CRM is far behind HubSpot CRM, especially for me as a marketer who is interested in lead management and nurturing.
No photo available

Scalability

Agile CRM

Agile CRM 10.0
Based on 1 answer
This products Starts with a free Limited version. You can upgradeTo an affordable paid version with minimal features. There's also an enterprise version which is what I have. It's much more expensive, however it allows me to access the full range of features available.
Steven Davis profile photo

Microsoft Dynamics 365

No score
No answers yet
No answers on this topic

Return on Investment

Agile CRM

  • no difference as yet as we only started using for sales
Deborah Felicio profile photo

Microsoft Dynamics 365

  • We have extended Dynamics CRM to track our energy efficiency programs. We manage over 400 energy efficient programs operating in almost 25 States for over 70 clients. We manage and process almost 200,000 payments to over 15,000 energy program participants. Each Program is a unique, delivering a customized professional service to a targeted local customer base. Customer Service Management on such a large and decentralized scale was possible with Dynamics CRM.
  • 20% Increase in Call Center Efficiency – CRM use across CLEAResult means that Call Center Staff, Incentive Processing Center Staff, Program Operating Teams, Program Managers, Client Call Center Staff and Client Managers all work off of the same data set. For example, during the program management process, incidents arise when application for rebates are received partially complete. CLEAResult utilizes the Customer Service module to manage these cases, work with participants to earn complete rebates and eliminated major complaints to the utility companies that CLEAResult serves. The result is reduced churn, increased communication, more satisfied Program Participants and more satisfied Clients.
  • Scalability For a Complex Business - The business process improvements that CRM enables allow CLEAResult to scale our business. In 2011, before CRM, CLEAResult had 300 employees doing business in fewer than 10 States. We now have over 600 users on CRM and the CLEAResult family of companies has over 1000 employees doing business in almost 25 States. We can now report on the progress of our programs in real-time allowing for quick adjustments to program design in order to meet client goals. We can more easily onboard new employees and new clients, launch new programs and extend into new states. Adoption of the standardized business process that CRM enabled makes this continued growth possible.
Reza Shirazi profile photo

Pricing Details

Agile CRM

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
Additional Pricing Details

Microsoft Dynamics 365

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
Additional Pricing Details

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