What users are saying about
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Top Rated
569 Ratings
Top Rated
198 Ratings

Microsoft Dynamics 365

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Top Rated
569 Ratings
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Score 7.9 out of 100
Top Rated
198 Ratings
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Score 9.1 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

MindManager

  • MM is superb for brainstorming - individually or with a group.
  • MM is superb for quickly focusing a group down the key elements of a discussion, plan or strategy.
  • I have found MM less useful in making Presentation material for said groups.
  • With each new MM version, the features and options get more refined and useful in the above-mentioned areas.
The notification/alarm function was pitiful and more recently has been vastly improved. It is still not "Google Calendar" replacement material, which I would like it to be.
John Griffith | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

Microsoft Dynamics 365
8.2
MindManager
Case management
Microsoft Dynamics 365
8.6
MindManager
Call center management
Microsoft Dynamics 365
7.8
MindManager
Help desk management
Microsoft Dynamics 365
8.3
MindManager

Marketing Automation

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

CRM Project Management

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

CRM Reporting & Analytics

Microsoft Dynamics 365
7.9
MindManager
Forecasting
Microsoft Dynamics 365
7.6
MindManager
Pipeline visualization
Microsoft Dynamics 365
8.5
MindManager
Customizable reports
Microsoft Dynamics 365
7.7
MindManager

Customization

Microsoft Dynamics 365
8.0
MindManager
Custom fields
Microsoft Dynamics 365
8.2
MindManager
Custom objects
Microsoft Dynamics 365
8.1
MindManager
Scripting environment
Microsoft Dynamics 365
7.9
MindManager
API for custom integration
Microsoft Dynamics 365
8.0
MindManager

Security

Microsoft Dynamics 365
8.8
MindManager
Single sign-on capability
Microsoft Dynamics 365
8.8
MindManager
Role-based user permissions
Microsoft Dynamics 365
8.7
MindManager

Social CRM

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

Integrations with 3rd-party Software

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

Platform

Microsoft Dynamics 365
7.4
MindManager
Mobile access
Microsoft Dynamics 365
7.4
MindManager

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

MindManager

  • The ability to apply it to almost any situation that requires the organization of ideas, concepts and/or facts.
  • The ease with which a map can be changed, almost totally if necessary, without the loss of any content.
  • The ease with which the tool is implemented to its full conceptual power.
  • The ease with which ideas are communicated to others who did not do the map building themselves.
  • The potential for collaborative efforts in developing thoughts, plans, etc.
Willem Kymmell | 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

MindManager

  • I would like to be able to readily select groups of topics and apply formatting e.g. circle three topics and have them collectively outlined or colored
  • Would be nice to have a small collection of the icons that I use most frequently in a group on the top bar so I can easily drag and drop
  • Its a bit cumbersome to generate custom formats
  • I've had trouble configuring this latest version to attach emails from Outlook which was a really useful feature for my dashboard
Thomas OConnell | 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

MindManager

MindManager 9.3
Based on 20 answers
I feel the main issues of the old Mindjet seem to be gone with the
Corel purchase. With the huge advance of sharing via browser HTML even 1
user can affect many. And, actually, using MM kind of forced my rigid
brain to rethink how I categorize and classify information/projects.
The
idea of paying $69USD for an annual cost is more than fair and a great
model for Corel/Mindjet to keep rolling out improvements!
Thomas Kleinschmidt, CIM(R) | 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

MindManager

MindManager 8.6
Based on 6 answers
One of the best software programs ever. Always my go-to program for most things.
Greg Cimmarrusti, PMP | TrustRadius Reviewer

Reliability and Availability

Microsoft Dynamics 365

No score
No answers yet
No answers on this topic

MindManager

MindManager 9.1
Based on 3 answers
Old MM versions were an issue. No issues since 2018 anyway!
Thomas Kleinschmidt, CIM(R) | TrustRadius Reviewer

Performance

Microsoft Dynamics 365

No score
No answers yet
No answers on this topic

MindManager

MindManager 9.1
Based on 2 answers
No issues even with large maps and held in the cloud.
Thomas Kleinschmidt, CIM(R) | 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

MindManager

MindManager 8.4
Based on 5 answers
Occasionally I do have a bit of a back and forth via email...WHEREAS a quick POTC (plain old telephone call) would probably be best all concerned.
Perhaps a telephone-based Super premium support service (might be there but I might not know about it).
Thomas Kleinschmidt, CIM(R) | TrustRadius Reviewer

Online Training

Microsoft Dynamics 365

Microsoft Dynamics 365 7.5
Based on 2 answers
No answer on this topic is available.

MindManager

MindManager 6.4
Based on 1 answer
The videos are not well categorized...I had to do a bit of digging to get what I wanted and many videos on older versions. If Mindjet was to improve the titles used that would help.
Thomas Kleinschmidt, CIM(R) | 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

MindManager

MindManager 9.1
Based on 3 answers
No answer on this topic is available.

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

MindManager

I like that MindManager is local software instead of a cloud-based service like MindMeister. This lets me work on a map even when I don't have internet access. It's also faster and more fully-featured.Visio is a cumbersome tool for mind mapping, as it is optimized for design more than rapid entry and organizing.
David Lenef | TrustRadius Reviewer

Scalability

Microsoft Dynamics 365

No score
No answers yet
No answers on this topic

MindManager

MindManager 9.1
Based on 2 answers
Unlimited...issue I had was nomenclature, but info/project classification/methodology address that.
Thomas Kleinschmidt, CIM(R) | 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

MindManager

  • Most recent example: Initiated a committee to set direction on how to most effectively assist the working poor and at-risk populations within our five county region. Mind mapping allowed the team of 10 - 12 people to absorb the ALICE (Asset Limited Income Constrained Employed) data for the region and determine which groups were most at risk and which groups State and Federal funds my be able to most effectively assist. Three to five maps allowed adequate data absorption by the team to set the 1 to 3 year strategy within a relatively short period of time and start implementation.
  • Have used the tool in the past for strategic planning for corporate business teams in areas of profit management, quality performance, business reliability, safety improvement with varying degrees of success. Typically the mapping process has contributed greatly to both defining the strategy and implementing.
Marcus James | TrustRadius Reviewer

Screenshots

Pricing Details

Microsoft Dynamics 365

General

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

MindManager

General

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

Rating Summary

Likelihood to Recommend

Microsoft Dynamics 365
8.3
MindManager
9.7

Likelihood to Renew

Microsoft Dynamics 365
7.9
MindManager
9.3

Usability

Microsoft Dynamics 365
8.9
MindManager
8.6

Reliability and Availability

Microsoft Dynamics 365
MindManager
9.1

Performance

Microsoft Dynamics 365
MindManager
9.1

Support Rating

Microsoft Dynamics 365
10.0
MindManager
8.4

Online Training

Microsoft Dynamics 365
7.5
MindManager
6.4

Implementation Rating

Microsoft Dynamics 365
9.2
MindManager
9.1

Scalability

Microsoft Dynamics 365
MindManager
9.1

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