What users are saying about

Microsoft Dynamics 365

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Top Rated
447 Ratings
4 Ratings
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Score 6.8 out of 101

Microsoft Dynamics 365

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Top Rated
447 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 7.1 out of 101

Add comparison

Likelihood to Recommend

AllProWebTools

It works very well for my cooking business.
Trisha Thiel profile photo

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

AllProWebTools
9.1
Microsoft Dynamics 365
8.0
Customer data management / contact management
AllProWebTools
9.1
Microsoft Dynamics 365
8.1
Workflow management
AllProWebTools
9.1
Microsoft Dynamics 365
7.8
Quote & order management
AllProWebTools
9.1
Microsoft Dynamics 365
7.3
Territory management
AllProWebTools
Microsoft Dynamics 365
8.0
Opportunity management
AllProWebTools
Microsoft Dynamics 365
8.5
Integration with email client (e.g., Outlook or Gmail)
AllProWebTools
Microsoft Dynamics 365
8.1
Contract management
AllProWebTools
Microsoft Dynamics 365
7.9
Interaction tracking
AllProWebTools
Microsoft Dynamics 365
8.2
Channel / partner relationship management
AllProWebTools
Microsoft Dynamics 365
8.1

Marketing Automation

AllProWebTools
9.1
Microsoft Dynamics 365
7.2
Lead management
AllProWebTools
9.1
Microsoft Dynamics 365
7.3
Email marketing
AllProWebTools
9.1
Microsoft Dynamics 365
7.1

CRM Project Management

AllProWebTools
9.1
Microsoft Dynamics 365
7.3
Task management
AllProWebTools
9.1
Microsoft Dynamics 365
7.8
Billing and invoicing management
AllProWebTools
9.1
Microsoft Dynamics 365
7.2
Reporting
AllProWebTools
Microsoft Dynamics 365
6.8

Customization

AllProWebTools
9.1
Microsoft Dynamics 365
8.1
Custom fields
AllProWebTools
9.1
Microsoft Dynamics 365
8.3
Custom objects
AllProWebTools
Microsoft Dynamics 365
8.3
Scripting environment
AllProWebTools
Microsoft Dynamics 365
7.6
API for custom integration
AllProWebTools
Microsoft Dynamics 365
8.1

Platform

AllProWebTools
4.5
Microsoft Dynamics 365
7.0
Mobile access
AllProWebTools
4.5
Microsoft Dynamics 365
7.0

Customer Service & Support

AllProWebTools
Microsoft Dynamics 365
8.1
Case management
AllProWebTools
Microsoft Dynamics 365
8.5
Call center management
AllProWebTools
Microsoft Dynamics 365
8.0
Help desk management
AllProWebTools
Microsoft Dynamics 365
7.9

CRM Reporting & Analytics

AllProWebTools
Microsoft Dynamics 365
7.5
Forecasting
AllProWebTools
Microsoft Dynamics 365
7.1
Pipeline visualization
AllProWebTools
Microsoft Dynamics 365
8.1
Customizable reports
AllProWebTools
Microsoft Dynamics 365
7.4

Security

AllProWebTools
Microsoft Dynamics 365
8.5
Single sign-on capability
AllProWebTools
Microsoft Dynamics 365
8.5
Role-based user permissions
AllProWebTools
Microsoft Dynamics 365
8.5

Social CRM

AllProWebTools
Microsoft Dynamics 365
7.9
Social data
AllProWebTools
Microsoft Dynamics 365
7.7
Social engagement
AllProWebTools
Microsoft Dynamics 365
8.0

Integrations with 3rd-party Software

AllProWebTools
Microsoft Dynamics 365
7.9
Marketing automation
AllProWebTools
Microsoft Dynamics 365
8.0
Compensation management
AllProWebTools
Microsoft Dynamics 365
7.7

Pros

  • The CRM holds all of my contacts and it is already integrated with all of my other tools.
  • The Email Management system is already integrated with all of my other tools. This means that I do not have to download CSVs and upload them to a separate email program everytime I want to send out an email blast.
  • I can take payments in the same system that has my email marketing and CRM. This means that I can create tags and send different email campaigns depending on if I have received payment or not.
  • The website hosting means that I can use the same software to update my blog and gallery of food pictures.
  • I can sell tickets to my cooking classes from the same software that manages everything else that I do in my business.
  • I use the task manager that is built in to remind me of things I need to do. I really like that it is tied into my CRM so I can tag tasks to specific clients.
  • The built in timecard system allows me to "clock in" to whatever client that I am working on so that my time and hourly rate are automatically calculated for me. My invoices are sent automatically on the first of each month.
Trisha Thiel profile photo
  • 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

  • QuickBooks Integration
  • More email templates
  • They do not have an app
Trisha Thiel profile photo
  • 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

No score
No answers yet
No answers on this topic
Microsoft Dynamics 3657.9
Based on 19 answers
It is working well for us!
Reza Shirazi profile photo

Usability

No score
No answers yet
No answers on this topic
Microsoft Dynamics 3658.0
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

Support

No score
No answers yet
No answers on this topic
Microsoft Dynamics 36510.0
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

Implementation

No score
No answers yet
No answers on this topic
Microsoft Dynamics 3659.2
Based on 4 answers
Our implementation did not follow some general best practices around project management and change management
Reza Shirazi profile photo

Alternatives Considered

I used to use Microsoft Excel to organize my business - but it got pretty crazy pretty fast.
Trisha Thiel profile photo
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

Return on Investment

  • It just makes it easier for me to track what is going on in my business.
  • I like having everything in one place, instead of a bunch of different programs.
Trisha Thiel profile photo
  • 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

Screenshots

Microsoft Dynamics 365

Pricing Details

AllProWebTools

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Required
$195*
1.  per installation
AllProWebTools Editions & Modules
AllProWebTools
Edition
Base + Website Hosting
$101
1. per installation
Additional Pricing Details
Starting price of $10/month for unlimited user accounts. Provides website hosting, task manager, blogging, password manager, office chat, and the WorkFlow Timeline. Setup fee covers up to 10 hours of personal training and data import from other software programs.

Microsoft Dynamics 365

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
Microsoft Dynamics 365 Editions & Modules
Microsoft Dynamics 365
Additional Pricing Details