What users are saying about

Microsoft Dynamics 365

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Top Rated
434 Ratings

Microsoft Dynamics 365

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Top Rated
434 Ratings
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Score 7.2 out of 101

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Likelihood to Recommend

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

Microsoft Dynamics 365
7.8
Customer data management / contact management
Microsoft Dynamics 365
7.8
Workflow management
Microsoft Dynamics 365
7.7
Territory management
Microsoft Dynamics 365
7.9
Opportunity management
Microsoft Dynamics 365
8.2
Integration with email client (e.g., Outlook or Gmail)
Microsoft Dynamics 365
7.9
Contract management
Microsoft Dynamics 365
7.6
Quote & order management
Microsoft Dynamics 365
7.3
Interaction tracking
Microsoft Dynamics 365
8.1
Channel / partner relationship management
Microsoft Dynamics 365
8.1

Customer Service & Support

Microsoft Dynamics 365
8.0
Case management
Microsoft Dynamics 365
8.3
Call center management
Microsoft Dynamics 365
7.9
Help desk management
Microsoft Dynamics 365
7.6

Marketing Automation

Microsoft Dynamics 365
6.8
Lead management
Microsoft Dynamics 365
7.0
Email marketing
Microsoft Dynamics 365
6.6

CRM Project Management

Microsoft Dynamics 365
7.1
Task management
Microsoft Dynamics 365
7.5
Billing and invoicing management
Microsoft Dynamics 365
7.1
Reporting
Microsoft Dynamics 365
6.5

CRM Reporting & Analytics

Microsoft Dynamics 365
7.2
Forecasting
Microsoft Dynamics 365
6.8
Pipeline visualization
Microsoft Dynamics 365
7.7
Customizable reports
Microsoft Dynamics 365
7.1

Customization

Microsoft Dynamics 365
7.9
Custom fields
Microsoft Dynamics 365
8.0
Custom objects
Microsoft Dynamics 365
8.1
Scripting environment
Microsoft Dynamics 365
7.6
API for custom integration
Microsoft Dynamics 365
7.9

Security

Microsoft Dynamics 365
8.5
Single sign-on capability
Microsoft Dynamics 365
8.4
Role-based user permissions
Microsoft Dynamics 365
8.5

Social CRM

Microsoft Dynamics 365
7.8
Social data
Microsoft Dynamics 365
7.6
Social engagement
Microsoft Dynamics 365
7.9

Integrations with 3rd-party Software

Microsoft Dynamics 365
7.7
Marketing automation
Microsoft Dynamics 365
7.8
Compensation management
Microsoft Dynamics 365
7.6

Platform

Microsoft Dynamics 365
6.8
Mobile access
Microsoft Dynamics 365
6.8

Pros

  • Everything is in the cloud which is great for our company as we have a lot of remote workers as well as travel.
  • Certain solutions allow us to take a quick look at data.
  • Business automation for certain workflows is helpful.
Haley Lay profile photo

Cons

  • Sometimes there are too many ways to skin a cat----this has lead to confusion from our sales team at points. IE...multiple ways to get to the same place within CRM.
  • I find the Outlook version to be "glitchy". We get crashes or disconnects fairly often. Easy to fix but nonetheless it's annoying. I tend to use the IE version exclusively.
Todd Jankowski profile photo

Likelihood to Renew

Microsoft Dynamics 3657.9
Based on 19 answers
I think the tool is great for companies that have a call center platform. The tool provides all the details needed for a rep to view the details needed for the lead to be converted. I don't like the reporting feature in the tool currently and I think it needs to be modified more for a more robust reporting need. I also dislike the checkpoints that I feel are needed to minimize errors and feel that they could be adjusted.
No photo available

Usability

Microsoft Dynamics 3658.0
Based on 5 answers
Almost perfect - looking forward to seeing D365 in action in the coming months
Rich Mephan profile photo

Support

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

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

We are a Microsoft shop with a lot of Microsoft products. The key stakeholder in the business also had experience in working with Dynamics CRM in a prior job
Reza Shirazi profile photo

Return on Investment

  • This product has helped our customer service tremendously with being able to view all the details needed for the rep to convert the lead
  • the employee efficiency has increased enormously with the customization features in the tool for every representative so he/she can view the reports needed in their format to maximize their efficiency
  • Our lead conversion has increased with the lead flow process being at optimal speed so we can reach the lead instantly
No photo available

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