What users are saying about
4 Ratings
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Based on 4 reviews and ratings
Microsoft Dynamics 365
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Top Rated
774 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>Score 7.7 out of 100
Based on 774 reviews and ratings
Feature Set Ratings
Sales Force Automation

ChannelOnline
Feature Set Not Supported
N/A

8.6
Microsoft Dynamics 365
86%
Microsoft Dynamics 365 ranks higher in 9/9 features
Microsoft Dynamics 365 ranks higher in 9/9 features
Customer data management / contact management

N/A
0 Ratings

8.2
82%
70 Ratings
Workflow management

N/A
0 Ratings

8.0
80%
69 Ratings
Territory management

N/A
0 Ratings

8.3
83%
53 Ratings
Opportunity management

N/A
0 Ratings

9.0
90%
65 Ratings
Integration with email client (e.g., Outlook or Gmail)

N/A
0 Ratings

9.5
95%
68 Ratings
Contract management

N/A
0 Ratings

8.5
85%
54 Ratings
Quote & order management

N/A
0 Ratings

9.0
90%
50 Ratings
Interaction tracking

N/A
0 Ratings

8.7
87%
62 Ratings
Channel / partner relationship management

N/A
0 Ratings

8.5
85%
53 Ratings
Customer Service & Support

ChannelOnline
Feature Set Not Supported
N/A

7.8
Microsoft Dynamics 365
78%
Microsoft Dynamics 365 ranks higher in 3/3 features
Microsoft Dynamics 365 ranks higher in 3/3 features
Case management

N/A
0 Ratings

7.8
78%
53 Ratings
Call center management

N/A
0 Ratings

8.1
81%
46 Ratings
Help desk management

N/A
0 Ratings

7.4
74%
51 Ratings
Marketing Automation

ChannelOnline
Feature Set Not Supported
N/A

8.3
Microsoft Dynamics 365
83%
Microsoft Dynamics 365 ranks higher in 2/2 features
Microsoft Dynamics 365 ranks higher in 2/2 features
Lead management

N/A
0 Ratings

8.9
89%
63 Ratings
Email marketing

N/A
0 Ratings

7.7
77%
64 Ratings
CRM Project Management

ChannelOnline
Feature Set Not Supported
N/A

8.4
Microsoft Dynamics 365
84%
Microsoft Dynamics 365 ranks higher in 3/3 features
Microsoft Dynamics 365 ranks higher in 3/3 features
Task management

N/A
0 Ratings

8.5
85%
61 Ratings
Billing and invoicing management

N/A
0 Ratings

8.5
85%
45 Ratings
Reporting

N/A
0 Ratings

8.3
83%
55 Ratings
CRM Reporting & Analytics

ChannelOnline
Feature Set Not Supported
N/A

8.6
Microsoft Dynamics 365
86%
Microsoft Dynamics 365 ranks higher in 3/3 features
Microsoft Dynamics 365 ranks higher in 3/3 features
Forecasting

N/A
0 Ratings

8.9
89%
57 Ratings
Pipeline visualization

N/A
0 Ratings

8.2
82%
63 Ratings
Customizable reports

N/A
0 Ratings

8.8
88%
65 Ratings
Customization

ChannelOnline
Feature Set Not Supported
N/A

8.1
Microsoft Dynamics 365
81%
Microsoft Dynamics 365 ranks higher in 4/4 features
Microsoft Dynamics 365 ranks higher in 4/4 features
Custom fields

N/A
0 Ratings

8.4
84%
68 Ratings
Custom objects

N/A
0 Ratings

8.1
81%
63 Ratings
Scripting environment

N/A
0 Ratings

8.0
80%
50 Ratings
API for custom integration

N/A
0 Ratings

8.0
80%
54 Ratings
Security

ChannelOnline
Feature Set Not Supported
N/A

8.6
Microsoft Dynamics 365
86%
Microsoft Dynamics 365 ranks higher in 2/2 features
Microsoft Dynamics 365 ranks higher in 2/2 features
Single sign-on capability

N/A
0 Ratings

8.8
88%
58 Ratings
Role-based user permissions

N/A
0 Ratings

8.4
84%
59 Ratings
Social CRM

ChannelOnline
Feature Set Not Supported
N/A

8.3
Microsoft Dynamics 365
83%
Microsoft Dynamics 365 ranks higher in 2/2 features
Microsoft Dynamics 365 ranks higher in 2/2 features
Social data

N/A
0 Ratings

8.3
83%
38 Ratings
Social engagement

N/A
0 Ratings

8.2
82%
39 Ratings
Integrations with 3rd-party Software

ChannelOnline
Feature Set Not Supported
N/A

8.5
Microsoft Dynamics 365
85%
Microsoft Dynamics 365 ranks higher in 2/2 features
Microsoft Dynamics 365 ranks higher in 2/2 features
Marketing automation

N/A
0 Ratings

8.6
86%
58 Ratings
Compensation management

N/A
0 Ratings

8.4
84%
31 Ratings
Platform

ChannelOnline
Feature Set Not Supported
N/A

8.2
Microsoft Dynamics 365
82%
Microsoft Dynamics 365 ranks higher in 1/1 features
Microsoft Dynamics 365 ranks higher in 1/1 features
Mobile access

N/A
0 Ratings

8.2
82%
50 Ratings
Attribute Ratings
- Microsoft Dynamics 365 is rated higher in 4 areas: Likelihood to Recommend, Likelihood to Renew, Usability, Support Rating
Likelihood to Recommend

4.0
ChannelOnline
40%
1 Rating

8.0
Microsoft Dynamics 365
80%
91 Ratings
Likelihood to Renew

4.0
ChannelOnline
40%
1 Rating

7.9
Microsoft Dynamics 365
79%
19 Ratings
Usability

3.0
ChannelOnline
30%
1 Rating

8.1
Microsoft Dynamics 365
81%
21 Ratings
Availability

3.0
ChannelOnline
30%
2 Ratings

Microsoft Dynamics 365
N/A
0 Ratings
Performance

5.0
ChannelOnline
50%
2 Ratings

Microsoft Dynamics 365
N/A
0 Ratings
Support Rating

5.0
ChannelOnline
50%
2 Ratings

8.2
Microsoft Dynamics 365
82%
15 Ratings
Online Training

ChannelOnline
N/A
0 Ratings

7.5
Microsoft Dynamics 365
75%
2 Ratings
Implementation Rating

ChannelOnline
N/A
0 Ratings

9.5
Microsoft Dynamics 365
95%
8 Ratings
Contract Terms and Pricing Model

ChannelOnline
N/A
0 Ratings

5.7
Microsoft Dynamics 365
57%
4 Ratings
Product Scalability

2.0
ChannelOnline
20%
1 Rating

Microsoft Dynamics 365
N/A
0 Ratings
Professional Services

ChannelOnline
N/A
0 Ratings

7.5
Microsoft Dynamics 365
75%
2 Ratings
Likelihood to Recommend
ChannelOnline
It would be ideal for a small solution provider looking for an entry level option to handle many of the company's functions at the same time. If customer relationship management, sales reporting, having a indexed eCommerce site, or having the ability to connect to 3rd party solutions is important to you; I would not go with ChannelOnline

Verified User
Employee in Marketing
Information Technology and Services Company, 11-50 employeesMicrosoft Dynamics 365
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.

Verified User
Analyst in Research & Development
Research Company, 501-1000 employeesPros
ChannelOnline
- Detailed product information
- Product reviews
- Supplier Relationships

Verified User
Employee in Marketing
Information Technology and Services Company, 11-50 employeesMicrosoft Dynamics 365
- 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.

Verified User
Engineer in Information Technology
Food & Beverages Company, 51-200 employeesCons
ChannelOnline
- Sales Reporting Features
- Product Documentation and Training
- Customer Relationship Management
- Account Management
- Supplier Integration
- New Release Information
- Search Engine Indexing
- Custom Solutions

Verified User
Employee in Marketing
Information Technology and Services Company, 11-50 employeesMicrosoft Dynamics 365
- 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.
Systems & Data Manager
APTIMConstruction, 10,001+ employees
Pricing Details
ChannelOnline
General
Free Trial
Yes
Free/Freemium Version
—Premium Consulting/Integration Services
—Entry-level set up fee?
No
Starting Price
—Microsoft Dynamics 365
General
Free Trial
Yes
Free/Freemium Version
—Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
Starting Price
$44 per month
Likelihood to Renew
ChannelOnline
ChannelOnline 4.0
Based on 1 answer
Updates aren't valuable and don't see us ever being ahead of the competition with this solution. Feature enhancements that are released are just attempts to stay relevant with other ERPs in the industry. If you're trying to take your company to the next level this isn't going to be your solution unless you're a very small company

Verified User
Employee in Marketing
Information Technology and Services Company, 11-50 employeesMicrosoft Dynamics 365
Microsoft Dynamics 365 7.9
Based on 19 answers
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.
Analyst / CRM Administrator
Partners Rx51-200 employees
Usability
ChannelOnline
ChannelOnline 3.0
Based on 1 answer
The interface is pretty easy to use and get used to. It's the lack of account, product and customer management usability that hinders ChannelOnline

Verified User
Employee in Marketing
Information Technology and Services Company, 11-50 employeesMicrosoft Dynamics 365
Microsoft Dynamics 365 8.1
Based on 21 answers
My review can help others to choose the correct CRM like Microsoft Dynamics 365 CRM. I see lots of great things in Microsoft Dynamics 365 that make your business easy and smooth also MS allows users to customize the software according to their needs. So Thought I should share my experience with others.
Dynamics 365 CE/CRM - Senior Technical Consultant
Binmile Technologies Private Limited (BMT)Computer Software, 51-200 employees
Reliability and Availability
ChannelOnline
ChannelOnline 3.0
Based on 2 answers
We are down for 5-20 minutes once or twice a month

Verified User
Employee in Marketing
Information Technology and Services Company, 11-50 employeesMicrosoft Dynamics 365
No score
No answers yet
No answers on this topic
Support Rating
ChannelOnline
ChannelOnline 5.0
Based on 2 answers
Support Staff is very nice and friendly. Most are knowledgeable but other than phone support they're lacking in every category

Verified User
Employee in Marketing
Information Technology and Services Company, 11-50 employeesMicrosoft Dynamics 365
Microsoft Dynamics 365 8.2
Based on 15 answers
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.
Marketing Specialist
ThyssenKrupp Rotek IncorporatedMechanical or Industrial Engineering, 201-500 employees
Implementation Rating
ChannelOnline
No score
No answers yet
No answers on this topic
Microsoft Dynamics 365
Microsoft Dynamics 365 9.5
Based on 8 answers
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.
Marketing Director
TriNet (Accord Human Resources)Retail, 201-500 employees
Alternatives Considered
ChannelOnline
No answers on this topic
Microsoft Dynamics 365
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
Director Of Communications
Freelance/ConsultationEducation Management, 51-200 employees
Contract Terms and Pricing Model
ChannelOnline
No score
No answers yet
No answers on this topic
Microsoft Dynamics 365
Microsoft Dynamics 365 5.7
Based on 4 answers
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.
Marketing Product Management
ClopsmithInformation Technology & Services, 11-50 employees
Scalability
ChannelOnline
ChannelOnline 2.0
Based on 1 answer
New features are released twice a year. Often these releases are fixing bugs and will rarely be an enhancement that will take your company to another level of effectiveness

Verified User
Employee in Marketing
Information Technology and Services Company, 11-50 employeesMicrosoft Dynamics 365
No score
No answers yet
No answers on this topic
Professional Services
ChannelOnline
No score
No answers yet
No answers on this topic
Microsoft Dynamics 365
Microsoft Dynamics 365 7.5
Based on 2 answers
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.
Marketing Product Management
ClopsmithInformation Technology & Services, 11-50 employees
Return on Investment
ChannelOnline
- It handles most business functions so the value is definitely there.
- Account Management is really inconvenient and will cost you hours of pay if you're in a business with a relatively medium-high employee turnover.
- It won't easily integrate at all with your website.
- Lead Management is pretty much non existent.
- Quotes and orders are fairly easy to manage so employee efficiency could rise.
- Training and readily available documentation on ChannelOnline is weak. This is especially true for new features.

Verified User
Employee in Marketing
Information Technology and Services Company, 11-50 employeesMicrosoft Dynamics 365
- 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.
Applications Consultant
Fujitsu UKComputer Software, 10,001+ employees