What users are saying about
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Top Rated
753 Ratings
1 Rating
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Score 7 out of 100

Microsoft Dynamics 365

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Top Rated
753 Ratings
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Score 7.7 out of 100

Feature Set Ratings

  • Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) 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

6.3

Contactability

63%
8.5

Microsoft Dynamics 365

85%
Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) ranks higher in 9/9 features

Customer data management / contact management

6.0
60%
1 Rating
8.1
81%
69 Ratings

Workflow management

7.0
70%
1 Rating
7.8
78%
67 Ratings

Territory management

7.0
70%
1 Rating
8.2
82%
51 Ratings

Opportunity management

7.0
70%
1 Rating
8.9
89%
63 Ratings

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

6.0
60%
1 Rating
9.3
93%
66 Ratings

Contract management

5.0
50%
1 Rating
8.2
82%
52 Ratings

Quote & order management

6.0
60%
1 Rating
8.8
88%
48 Ratings

Interaction tracking

7.0
70%
1 Rating
8.6
86%
61 Ratings

Channel / partner relationship management

6.0
60%
1 Rating
8.4
84%
51 Ratings

Customer Service & Support

4.3

Contactability

43%
7.7

Microsoft Dynamics 365

77%
Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) ranks higher in 3/3 features

Case management

4.0
40%
1 Rating
7.7
77%
51 Ratings

Call center management

5.0
50%
1 Rating
8.2
82%
45 Ratings

Help desk management

4.0
40%
1 Rating
7.3
73%
50 Ratings

Marketing Automation

6.0

Contactability

60%
8.0

Microsoft Dynamics 365

80%
Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) ranks higher in 2/2 features

Lead management

6.0
60%
1 Rating
8.7
87%
61 Ratings

Email marketing

6.0
60%
1 Rating
7.2
72%
62 Ratings

CRM Project Management

6.7

Contactability

67%
8.3

Microsoft Dynamics 365

83%
Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) ranks higher in 3/3 features

Task management

6.0
60%
1 Rating
8.4
84%
59 Ratings

Billing and invoicing management

7.0
70%
1 Rating
8.3
83%
44 Ratings

Reporting

7.0
70%
1 Rating
8.1
81%
53 Ratings

CRM Reporting & Analytics

6.3

Contactability

63%
8.4

Microsoft Dynamics 365

84%
Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) ranks higher in 3/3 features

Forecasting

6.0
60%
1 Rating
8.9
89%
55 Ratings

Pipeline visualization

7.0
70%
1 Rating
7.9
79%
61 Ratings

Customizable reports

6.0
60%
1 Rating
8.6
86%
64 Ratings

Customization

7.0

Contactability

70%
7.9

Microsoft Dynamics 365

79%
Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) ranks higher in 4/4 features

Custom fields

7.0
70%
1 Rating
8.2
82%
66 Ratings

Custom objects

8.0
80%
1 Rating
8.0
80%
62 Ratings

Scripting environment

6.0
60%
1 Rating
7.6
76%
48 Ratings

API for custom integration

N/A
0 Ratings
7.6
76%
52 Ratings

Security

6.5

Contactability

65%
8.3

Microsoft Dynamics 365

83%
Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) ranks higher in 2/2 features

Single sign-on capability

7.0
70%
1 Rating
8.5
85%
56 Ratings

Role-based user permissions

6.0
60%
1 Rating
8.1
81%
57 Ratings

Social CRM

7.0

Contactability

70%
7.9

Microsoft Dynamics 365

79%
Contactability ranks higher in 1/2 features

Social data

6.0
60%
1 Rating
8.0
80%
36 Ratings

Social engagement

8.0
80%
1 Rating
7.9
79%
37 Ratings

Integrations with 3rd-party Software

7.0

Contactability

70%
8.2

Microsoft Dynamics 365

82%
Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) ranks higher in 2/2 features

Marketing automation

6.0
60%
1 Rating
8.4
84%
56 Ratings

Compensation management

8.0
80%
1 Rating
8.0
80%
29 Ratings

Platform

6.0

Contactability

60%
8.0

Microsoft Dynamics 365

80%
Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) ranks higher in 1/1 features

Mobile access

6.0
60%
1 Rating
8.0
80%
48 Ratings

Attribute Ratings

  • Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) is rated higher in 1 area: Likelihood to Recommend

Likelihood to Recommend

7.0

Contactability

70%
1 Rating
7.8

Microsoft Dynamics 365

78%
89 Ratings

Likelihood to Renew

Contactability

N/A
0 Ratings
7.9

Microsoft Dynamics 365

79%
19 Ratings

Usability

Contactability

N/A
0 Ratings
7.8

Microsoft Dynamics 365

78%
19 Ratings

Support Rating

Contactability

N/A
0 Ratings
8.1

Microsoft Dynamics 365

81%
13 Ratings

Online Training

Contactability

N/A
0 Ratings
7.5

Microsoft Dynamics 365

75%
2 Ratings

Implementation Rating

Contactability

N/A
0 Ratings
9.5

Microsoft Dynamics 365

95%
8 Ratings

Contract Terms and Pricing Model

Contactability

N/A
0 Ratings
5.7

Microsoft Dynamics 365

57%
4 Ratings

Professional Services

Contactability

N/A
0 Ratings
7.5

Microsoft Dynamics 365

75%
2 Ratings

Likelihood to Recommend

Contactability

Contactability is really good for teams that are trying to branch out to an untapped market space. Especially those that are trying to disrupt the health insurance scene. This helps them get their foot in the door in the area and their name out in the community. The customer service representatives could be more responsive.
Anonymous | TrustRadius Reviewer

Microsoft Dynamics 365

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
Patrick Stephens | TrustRadius Reviewer

Pros

Contactability

  • The software reporting system is really clean and works well and they are good at sending you leads.
  • Their customer service is also willing to work with you and they really tried to help me improve our ROI.
  • Since using Contactability our workflow is changing. We now only pick up the phone when someone is interested in our services. The prescreening is all handled and we have control over the flow, what is said. Even when we're out of the office we can log in from anywhere and see what's happening with our leads and those missed calls get scheduled for us automatically.
Anonymous | TrustRadius Reviewer

Microsoft 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.
Anonymous | TrustRadius Reviewer

Cons

Contactability

  • Call the toll-free customer service number and you are transferred to a blank voicemail, with an electronic repeat of the phone number.
  • The software training videos were confusing to non technical users.
  • We encountered bugs with the use of Windows 10. Some of the futures were bugged.
Anonymous | TrustRadius Reviewer

Microsoft 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.
Justin Pink | TrustRadius Reviewer

Pricing Details

Contactability

General

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

Starting Price

$149 per month

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

Contactability

No score
No answers yet
No answers on this topic

Microsoft 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.
Chris Jensen | TrustRadius Reviewer

Usability

Contactability

No score
No answers yet
No answers on this topic

Microsoft Dynamics 365

Microsoft Dynamics 365 7.8
Based on 19 answers
Because it is a comfortable and accessible tool, which allows any new person who comes to the company to learn easily. The value for money is good, also the interface and the features it offers. When we have had an incident they have fixed it quickly, so it has become a reliable ally for our day to day.
Miguel Revelles | TrustRadius Reviewer

Support Rating

Contactability

No score
No answers yet
No answers on this topic

Microsoft Dynamics 365

Microsoft Dynamics 365 8.1
Based on 13 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.
Todd Jankowski | TrustRadius Reviewer

Implementation Rating

Contactability

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.
Sara Tsoodle | TrustRadius Reviewer

Alternatives Considered

Contactability

Contactability does a pretty decent job as it is very user-friendly and puts us in contact with our prospective clients. What they could improve on that Insightly does well is training and support. This could be due to the size of the company or their prioritization of resources. Overall we enjoyed Contactability better than Insightly.
Anonymous | TrustRadius Reviewer

Microsoft Dynamics 365

Salesforce has more desirable functions than Microsoft Dynamics 365, at a competitive price. Its user interface is far more superior, it has more customization, easier customization, and out of the box it is more pleasing to the eye and to the end user. If the client doesn't have a deep-rooted connection with Microsoft I wouldn't leap to Dynamics 365.
Alexander Cooper | TrustRadius Reviewer

Contract Terms and Pricing Model

Contactability

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.
Mst Rahima Khatun | TrustRadius Reviewer

Professional Services

Contactability

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.
Mst Rahima Khatun | TrustRadius Reviewer

Return on Investment

Contactability

  • We got our people to become more open minded in trying new software and exploring options for automation.
  • Users got discouraged when the software did not work as it was supposed to and customer service was not there too help.
  • Once used correctly, we did have a large increase in the number of new clients that our office handled.
Anonymous | TrustRadius Reviewer

Microsoft Dynamics 365

  • It is hard to say, the reason why we are using Microsoft Dynamics CRM is because it is provided to us for free.
  • It could be worthwhile to investigate whether an alternative CRM (even though paid) can be used to boost the ROI
Anonymous | TrustRadius Reviewer

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