What users are saying about
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Top Rated
575 Ratings

Microsoft Dynamics 365

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Top Rated
575 Ratings
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Score 7.9 out of 100
56 Ratings
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Score 5.5 out of 100

Likelihood to Recommend

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

Microsoft Dynamics SL

For a small to mid-size business, MS Dynamics SL is effective. We are capable of managing our finances with a very low risk of error. We have worked with MS Dynamics for almost 15 years and have more than doubled the size of our business in that time with very few issues from the program. We have exponentially increased our revenue and reporting demands and have found SL to be very dependable and stable. The program does have the occasional glitch and those are sometimes outside of the realm of expertise of our IT department. SL support is excellent, but their timeliness is not as urgent as ours.
Pamela Dalton | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Microsoft Dynamics 365
7.9
Microsoft Dynamics SL
Customer data management / contact management
Microsoft Dynamics 365
8.5
Microsoft Dynamics SL
Workflow management
Microsoft Dynamics 365
7.8
Microsoft Dynamics SL
Territory management
Microsoft Dynamics 365
8.0
Microsoft Dynamics SL
Opportunity management
Microsoft Dynamics 365
8.5
Microsoft Dynamics SL
Integration with email client (e.g., Outlook or Gmail)
Microsoft Dynamics 365
7.9
Microsoft Dynamics SL
Contract management
Microsoft Dynamics 365
7.4
Microsoft Dynamics SL
Quote & order management
Microsoft Dynamics 365
7.5
Microsoft Dynamics SL
Interaction tracking
Microsoft Dynamics 365
8.0
Microsoft Dynamics SL
Channel / partner relationship management
Microsoft Dynamics 365
7.8
Microsoft Dynamics SL

Customer Service & Support

Microsoft Dynamics 365
8.2
Microsoft Dynamics SL
Case management
Microsoft Dynamics 365
8.5
Microsoft Dynamics SL
Call center management
Microsoft Dynamics 365
7.8
Microsoft Dynamics SL
Help desk management
Microsoft Dynamics 365
8.3
Microsoft Dynamics SL

Marketing Automation

Microsoft Dynamics 365
8.0
Microsoft Dynamics SL
Lead management
Microsoft Dynamics 365
8.2
Microsoft Dynamics SL
Email marketing
Microsoft Dynamics 365
7.7
Microsoft Dynamics SL

CRM Project Management

Microsoft Dynamics 365
7.9
Microsoft Dynamics SL
Task management
Microsoft Dynamics 365
7.8
Microsoft Dynamics SL
Billing and invoicing management
Microsoft Dynamics 365
8.0
Microsoft Dynamics SL
Reporting
Microsoft Dynamics 365
8.0
Microsoft Dynamics SL

CRM Reporting & Analytics

Microsoft Dynamics 365
8.0
Microsoft Dynamics SL
Forecasting
Microsoft Dynamics 365
7.6
Microsoft Dynamics SL
Pipeline visualization
Microsoft Dynamics 365
8.5
Microsoft Dynamics SL
Customizable reports
Microsoft Dynamics 365
7.7
Microsoft Dynamics SL

Customization

Microsoft Dynamics 365
8.1
Microsoft Dynamics SL
6.0
Custom fields
Microsoft Dynamics 365
8.2
Microsoft Dynamics SL
Custom objects
Microsoft Dynamics 365
8.1
Microsoft Dynamics SL
Scripting environment
Microsoft Dynamics 365
8.0
Microsoft Dynamics SL
API for custom integration
Microsoft Dynamics 365
8.0
Microsoft Dynamics SL
6.0
Plug-ins
Microsoft Dynamics 365
Microsoft Dynamics SL
6.0

Security

Microsoft Dynamics 365
8.8
Microsoft Dynamics SL
6.8
Single sign-on capability
Microsoft Dynamics 365
8.8
Microsoft Dynamics SL
6.9
Role-based user permissions
Microsoft Dynamics 365
8.7
Microsoft Dynamics SL
6.7

Social CRM

Microsoft Dynamics 365
7.6
Microsoft Dynamics SL
Social data
Microsoft Dynamics 365
7.5
Microsoft Dynamics SL
Social engagement
Microsoft Dynamics 365
7.7
Microsoft Dynamics SL

Integrations with 3rd-party Software

Microsoft Dynamics 365
8.0
Microsoft Dynamics SL
Marketing automation
Microsoft Dynamics 365
8.1
Microsoft Dynamics SL
Compensation management
Microsoft Dynamics 365
7.8
Microsoft Dynamics SL

Platform

Microsoft Dynamics 365
7.4
Microsoft Dynamics SL
Mobile access
Microsoft Dynamics 365
7.4
Microsoft Dynamics SL

Payroll Management

Microsoft Dynamics 365
Microsoft Dynamics SL
8.5
Pay calculation
Microsoft Dynamics 365
Microsoft Dynamics SL
9.6
Direct deposit files
Microsoft Dynamics 365
Microsoft Dynamics SL
9.0
Reimbursement management
Microsoft Dynamics 365
Microsoft Dynamics SL
7.0

Reporting & Analytics

Microsoft Dynamics 365
Microsoft Dynamics SL
6.1
Dashboards
Microsoft Dynamics 365
Microsoft Dynamics SL
6.4
Standard reports
Microsoft Dynamics 365
Microsoft Dynamics SL
6.4
Custom reports
Microsoft Dynamics 365
Microsoft Dynamics SL
5.4

General Ledger and Configurable Accounting

Microsoft Dynamics 365
Microsoft Dynamics SL
7.3
Accounts payable
Microsoft Dynamics 365
Microsoft Dynamics SL
7.2
Accounts receivable
Microsoft Dynamics 365
Microsoft Dynamics SL
6.0
Global Financial Support
Microsoft Dynamics 365
Microsoft Dynamics SL
6.0
Primary and Secondary Ledgers
Microsoft Dynamics 365
Microsoft Dynamics SL
6.2
Intercompany Accounting
Microsoft Dynamics 365
Microsoft Dynamics SL
5.7
Localizations
Microsoft Dynamics 365
Microsoft Dynamics SL
2.1
Journals and Reconciliations
Microsoft Dynamics 365
Microsoft Dynamics SL
6.9
Enterprise Accounting
Microsoft Dynamics 365
Microsoft Dynamics SL
7.0
Configurable Accounting
Microsoft Dynamics 365
Microsoft Dynamics SL
7.0
Centralized Rules Framework
Microsoft Dynamics 365
Microsoft Dynamics SL
8.0
Standardized Processes
Microsoft Dynamics 365
Microsoft Dynamics SL
6.7

Inventory Management

Microsoft Dynamics 365
Microsoft Dynamics SL
4.3
Inventory tracking
Microsoft Dynamics 365
Microsoft Dynamics SL
6.0
Location management
Microsoft Dynamics 365
Microsoft Dynamics SL
1.0
Manufacturing module
Microsoft Dynamics 365
Microsoft Dynamics SL
6.0

Order Management

Microsoft Dynamics 365
Microsoft Dynamics SL
6.7
Pricing
Microsoft Dynamics 365
Microsoft Dynamics SL
6.0
Order entry
Microsoft Dynamics 365
Microsoft Dynamics SL
6.0
Credit card processing
Microsoft Dynamics 365
Microsoft Dynamics SL
7.0
Cost of goods sold
Microsoft Dynamics 365
Microsoft Dynamics SL
7.0
End-to-end order visibility
Microsoft Dynamics 365
Microsoft Dynamics SL
8.0
Order exception Resolution
Microsoft Dynamics 365
Microsoft Dynamics SL
6.0

Subledger and Financial Process

Microsoft Dynamics 365
Microsoft Dynamics SL
5.6
Automated Invoice Processing
Microsoft Dynamics 365
Microsoft Dynamics SL
2.2
Shared Services Payments
Microsoft Dynamics 365
Microsoft Dynamics SL
6.0
Billings Management
Microsoft Dynamics 365
Microsoft Dynamics SL
6.0
Customer Receipt Applications
Microsoft Dynamics 365
Microsoft Dynamics SL
5.0
Customer Collections
Microsoft Dynamics 365
Microsoft Dynamics SL
6.0
Revenue Recognition
Microsoft Dynamics 365
Microsoft Dynamics SL
3.1
Cash Management
Microsoft Dynamics 365
Microsoft Dynamics SL
6.6
Asset Management
Microsoft Dynamics 365
Microsoft Dynamics SL
5.9
Travel & Expense Management
Microsoft Dynamics 365
Microsoft Dynamics SL
5.0
Budgetary Control & Encumbrance Accounting
Microsoft Dynamics 365
Microsoft Dynamics SL
5.7
Period Close
Microsoft Dynamics 365
Microsoft Dynamics SL
6.9
Transactions Tax
Microsoft Dynamics 365
Microsoft Dynamics SL
7.0
Subledger Reconciliations
Microsoft Dynamics 365
Microsoft Dynamics SL
5.7
3rd Party Accounting Systems
Microsoft Dynamics 365
Microsoft Dynamics SL
7.0

Project Financial Management

Microsoft Dynamics 365
Microsoft Dynamics SL
4.5
Budgeting and Forecasting
Microsoft Dynamics 365
Microsoft Dynamics SL
6.7
Project Costing
Microsoft Dynamics 365
Microsoft Dynamics SL
5.7
Cost Capture
Microsoft Dynamics 365
Microsoft Dynamics SL
2.2
Capital Project Management
Microsoft Dynamics 365
Microsoft Dynamics SL
8.0
Customer Invoicing
Microsoft Dynamics 365
Microsoft Dynamics SL
5.0
Project Revenue Recognition
Microsoft Dynamics 365
Microsoft Dynamics SL
2.0
Project Financial Performance Analysis
Microsoft Dynamics 365
Microsoft Dynamics SL
3.1
Project Financials Dashboard
Microsoft Dynamics 365
Microsoft Dynamics SL
2.0
Real-time Financial Reporting
Microsoft Dynamics 365
Microsoft Dynamics SL
6.1

Grants Management

Microsoft Dynamics 365
Microsoft Dynamics SL
6.3
Award Lifecycle Management
Microsoft Dynamics 365
Microsoft Dynamics SL
6.0
Spending Control
Microsoft Dynamics 365
Microsoft Dynamics SL
6.0
Billing
Microsoft Dynamics 365
Microsoft Dynamics SL
7.0

Manufacturing

Microsoft Dynamics 365
Microsoft Dynamics SL
6.0
Production Management
Microsoft Dynamics 365
Microsoft Dynamics SL
6.0

Supply Chain

Microsoft Dynamics 365
Microsoft Dynamics SL
6.0
Inventory Planning
Microsoft Dynamics 365
Microsoft Dynamics SL
6.0

Pros

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

Microsoft Dynamics SL

  • Provides flexibility for complex project based cost accounting
  • Strong and flexible allocation processer for cost allocations, markups, and pricing
  • A "Flexible Billing" module under the project controller series that allows for multiple billing formats ranging from fixed price schedule of values, T&M or Cost Plus, and scheduled billing.
  • Flexible reporting with options using Crystal Reports, SSRS, a Quick Query tool, and ability to tie into MS Office tools such as MS Access and MS Excel
  • Tight integration with Financials, but also the ability to integrate with modules such as Sales Order, Inventory, and Field Service
  • Customization abilities ranging from a VBA (visual basic for application) foundation to allow customizing existing forms to the ability to use the SDK (Software Development Kit) to build more complex customizations that integrate with Dynamics SL.
John K. Hodge, CPA | TrustRadius Reviewer

Cons

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

Microsoft Dynamics SL

  • Reporting in the Project module is lacking functionality. I understand that most companies have specific needs when it comes to tracking project information but the standard reports are not good.
  • I would recommend a product like Management Reporter that is for Projects only. Project Reporter should allow users to pull in all Project related data into reports.
  • Fixing suspended batches. Obviously all of us users have experienced this mess. SL knows what needs to be corrected and there could be some step by step fixes in a separate repair module to do the steps we do in Query Analyzer.
Jeffrey Morin | TrustRadius Reviewer

Likelihood to Renew

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

Microsoft Dynamics SL

Microsoft Dynamics SL 5.4
Based on 8 answers
Unfortunately, Dynamics' lack of ability to smoothly integrate with our CRM system is causing us to look at other solutions. The efficiencies that we gain by using Dynamics for our day to day accounting are lost in the constant headaches of getting sales quotes to import properly into the system for invoicing. Another major issue for us has been budgeting and reporting. We currently do all of our budgeting and board reporting in Excel, which is too time consuming and inefficient, especially when a system as robust as Dynamics should easily be able to handle this relatively simple task.
Anonymous | TrustRadius Reviewer

Usability

Microsoft Dynamics 365

Microsoft Dynamics 365 8.9
Based on 8 answers
Things can always be better, but the recent improvements with the Unified Interface have improved both the mobile version and the web application. And effectively making D365 CE customization, formerly known as XRM, part of the Power Platform as a model-driven PowerApp says a lot about the focus for Microsoft. They've vastly modernized the interface for customizers even in the last six months, and with CRM data now being the Common Data Service, this only goes to show that Microsoft will continue to focus on D365 CE functionality and make more and more usability improvements. Microsoft only continues to connect D365 CE to other tools, obviously PowerApps but Flow, SharePoint, Office 365 Groups, OneNote, and Power BI as well, for example, making the tools even more powerful than they are alone. They become both easier to use and can make solving real business problems easier as well.
Anonymous | TrustRadius Reviewer

Microsoft Dynamics SL

Microsoft Dynamics SL 1.8
Based on 6 answers
I rate it a 10 because we have removed the fields we don't need so users can really crank the data into the system. The software was designed for the professional services firm in mind but does a tremendous job for construction firms and "blended" companies that are both distribution firms but project centric as well. Perhaps they drop ship inventory to a project where their employees or subs need to work on a project for example.
Jack Boyer, MCP, CPA (Inactive) | TrustRadius Reviewer

Reliability and Availability

Microsoft Dynamics 365

No score
No answers yet
No answers on this topic

Microsoft Dynamics SL

Microsoft Dynamics SL 9.9
Based on 2 answers
We have had only one unplanned outage for 2 hours in the last 30 months. We shut down for 30 min to 1 hour once a month, but that is for Microsoft OS updates to the servers. Being a 24/7 world wide operation, the reliability is really important. We do get an 8 hour window on the weekend that we can be down for a short period to install Microsoft Dynamics SL updates, but we do not have many of those. On our last version upgrade, we shut the users out at 9:30 am and were fully operational in less than 6 hours. The upgrade was New SQL server, New SL server and 2 new Citrix servers.
Mark Schrier | TrustRadius Reviewer

Support Rating

Microsoft Dynamics 365

Microsoft Dynamics 365 10.0
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 | TrustRadius Reviewer

Microsoft Dynamics SL

Microsoft Dynamics SL 9.5
Based on 4 answers
Support is only used when needed, so unfortunately ,they get all the odd issues. It's a difficult business, but Microsoft and our firm do a great job of meeting customer needs. We get routine feedback that our support services are very good.
Bill Aiton | TrustRadius Reviewer

Implementation Rating

Microsoft Dynamics 365

Microsoft Dynamics 365 9.2
Based on 4 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

Microsoft Dynamics SL

Microsoft Dynamics SL 9.0
Based on 4 answers
Just to let it take its course. The implementation for me once I became a part of my former organization was pretty seamless. Just get to know the basics and call the support team to ask questions if you need help on an issue, should they arise. They are ready, willing, and able to help!
Anonymous | TrustRadius Reviewer

Alternatives Considered

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

Microsoft Dynamics SL

Of the comparable mid-range ERP systems, Dynamics SL competes at the lower end based on price, but also above the high-end based on flexibility, data, and reporting. Being able to stay with the same core accounting from a $100 million dollar company to a $3 billion dollar company shows the range of capabilities.
Jerry McLellan, CPA | TrustRadius Reviewer

Scalability

Microsoft Dynamics 365

No score
No answers yet
No answers on this topic

Microsoft Dynamics SL

Microsoft Dynamics SL 1.4
Based on 2 answers
Since the backbone of the database is MS SQLServer, the database can be easily scaled.
Mark Schrier | TrustRadius Reviewer

Return on Investment

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

Microsoft Dynamics SL

  • More time is spent on manipulating reports which can and should be automated.
  • Lack of electronic invoicing process and other green technology features creates more cost on printing and storage costs.
  • The lack of a user friendly interface requires more training and a bigger learning curve for staff.
Anonymous | TrustRadius Reviewer

Pricing Details

Microsoft Dynamics 365

General

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

Microsoft Dynamics SL

General

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

Rating Summary

Likelihood to Recommend

Microsoft Dynamics 365
8.3
Microsoft Dynamics SL
6.2

Likelihood to Renew

Microsoft Dynamics 365
7.9
Microsoft Dynamics SL
5.4

Usability

Microsoft Dynamics 365
8.9
Microsoft Dynamics SL
1.8

Reliability and Availability

Microsoft Dynamics 365
Microsoft Dynamics SL
9.9

Performance

Microsoft Dynamics 365
Microsoft Dynamics SL
1.0

Support Rating

Microsoft Dynamics 365
10.0
Microsoft Dynamics SL
9.5

Online Training

Microsoft Dynamics 365
7.5
Microsoft Dynamics SL
1.0

Implementation Rating

Microsoft Dynamics 365
9.2
Microsoft Dynamics SL
9.0

Scalability

Microsoft Dynamics 365
Microsoft Dynamics SL
1.4

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