Microsoft 365 (formerly Office 365) is a Microsoft Cloud subscription service that includes Microsoft Office products (Word, Excel, PowerPoint, OneNote, Outlook, Publisher, and Access). The software can be installed across multiple devices and ensures that users always have the most up-to-date version of the included Office applications.
$5
Per User Per Month
Microsoft Dynamics 365
Score 7.9 out of 10
N/A
Microsoft Dynamics 365 is a CRM providing sales, marketing, and service functionality. It is offered as SaaS and on-premise. Dynamics 365 is part of the larger Dynamics suite of business intelligence and ERP products.
We have tried using an in-house Microsoft Exchange server as well but ultimately moved to using Microsoft 365 because it decentralized our email and gave all the users access to Microsoft Excel and Word programs at the same time. It also gives each user 1 terabyte of cloud …
Using Dynamics as a business application was the best decision I ever made. Between all its functionalities we are able to connect any Office 365 tools into your personalized app and you do not have to leave your page, it’s all right there.
Microsoft Dynamics 365
Verified User
Contributor
Chose Microsoft Dynamics 365
I have tried Zoho Books and QuickBooks CRM as well. However, there quiet a few things that were missing from them. Both the CRM were good when it comes to creating the quotes. However, none of them provides the visibility like Microsoft Dynamics 365. Additionally, it was a bit …
Microsoft Dynamics 365 is much more robust, with more customizable features, such as user-specific settings and customer customization options. The system is easy to us,e and all modules can be customized to the exact need of the user. The standard version includes everything …
Salesforce does not have the amount of customization and API integration as Dynamics does. To get the same functionality as Dynamics, Salesforce can become more expensive.
Ultimately, D365 CE is more cost-effective for licensing and for data connections than Salesforce, more powerful than SugarCRM, and allows greater flexibility for customization. And continuing to tap into the Microsoft ecosystem keeps our lives a little simpler. Connections to …
Our decision was driven by the familiarity of Microsoft products to the end users. We were an Outlook Exchange server based company, which has recently migrated to Office 365. The integration of Dynamics to Outlook is ideal and provides ease of use for the end user.
I did not have a role in choosing to implement Microsoft Dynamics 365; I was apart of the team who helped to design and roll out the product to our company.
MS was an affordable system for company use and predated my development work. MS collects lots of data, but is difficult to adapt for development work.
Office everyday things since time immemorial. It's hard for Google Suite or any other to compete with Microsoft. They have everything, and it all works great, with incredible tools and capabilities. The new integrations work seamlessly most of the time, such as embedding a Power BI in a PPT. Expecting too much AI, like note taking, or LLM-based PPT, is not available in my tier at least, so depending on the budget, you won't get all you may expect from an AI leader. For diagramming and process maps, you're better off with other tools like those above.
Provides our company access to manage and customize the folds tailored to our needs. We needed to have certain paragraphs on certain paperwork per customer. MD 365 has those options to customize where needed and remove when not. The system is easy to navigate, and training can be done in a matter of days, even without prior knowledge of the system or similar systems.
Best to use for AP - like in our organization, there are plenty of AP bills, so with Dynamics, we can quickly enter the same into the Excel utility, which means CSV-based upload, and then we can easily upload the same to the software. It's a time saver.
Best for Bank reconciliation - MS Dynamics makes Bank reconciliation easy. Banks can easily sync with software and easily get reconciled.
Generating invoices to customers and directly sending them to their inbox is easy with this software.
Microsoft 365 really needs to work on protection part. In complex environment it is not reliable as compared to its competitors like Proofpoint. There are many instances where it fails to perform effectively.
In SharePoint Online the versioning feature of the document needs to be improved by Microsoft. Sometimes when we have to roll back to the previous version it does not work as expected.
In Teams messaging and app permission policies can be improved. There are some settings where we have to add a lot of things manually.
Small learning curve, obviously. You won't figure this out in a day, a week, or even a month. But given time, you can learn to be an expert. Or you can always get a consultant or hire in somebody. But learning the tool isn't out of the questions by any means.
Licensing can be confusing at times and isn't cheap, but it is cheaper than Salesforce. Plus no additional fees for data calls to better integrate your D365 CE data with other systems.
The Classic user interface left a bit to be desired, but now with the much-improved Unified Interface, the web client and the mobile client look the same, much more modern, and have more flexibility and power behind them for customizers as well.
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.
The usability is easily adopted for users familiar with other Microsoft products. Dynamics 365 has several interfaces that cross over browsers and tablets. These multiple interfaces will be phased out and updated to a single unified interface eventually to provide the same usability across all devices. The backend configurations is slowly improving with the introduction of PowerApps compared to pre-D365 Online versions
Over the past 8 years of using Microsoft 365, I have noticed that they change vendors often. This always leads to a poor experience in the beginning, then levels out after some time for the company to get things worked out. As a customer, it is really frustrating because I don't have time when something isn't working to have them "look into my issue" and get back with me. They have even closed a ticket I specifically told them to keep open. Your applications are only as good as the support.
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.
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.
Its very user-friendly, collaborative and efficient that boosts productivity using cloud tools. their security is strong and it provides data protection. There are regular updates that shields us from attackers too. It offers a wealth of learning resources, including tutorials, help articles and video guide to help users make the most of the application and personally upgrade their skills.
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
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.
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.
It has helped keep the high-energy culture my company has since it allows easy communication and calls.
Positively impacts responses from clients, since we can see how many times they have been contacted. (the more someone is contacted, the less likely they are to respond. Microsoft helps make sure we all know who and who not to contact)
positively impacts my ability to focus, since you can mute notifications. Since I look at my computer all day, it is helpful to lock in and not get distracted by the many emails I receive a day. You can also change preferences, so emails with high urgency are still seen.
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.
