Microsoft Dynamics 365

Score8 out of 10

1,015 Reviews and Ratings

What is Microsoft Dynamics 365?

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.

Categories & Use Cases

Single sign-on capability
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
Category average: 8.7
Role-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Category average: 8.7
Help desk management
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Category average: 8

Territory management
Users can defines salesperson territories based on customer or market characteristics.
Category average: 7.3
Compensation management
The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.
Category average: 7.9
Mobile access
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Category average: 7.8

Verified User

Manager (51-200 employees employees)

Use Cases and Deployment Scope

We use Microsoft Dynamics 365 Business Central as our ERP system. It helps by streamlining processes and also helps to centralize data from Finance, Recruitment and Admissions, and the Registrar's office. This makes our processing an applicant, to admission, to converting them to a student. and ensuring that their records are secure until graduation all through their alumni status.

Pros

Centralize data from various department
Helps to streamline processes
Easier report generation

Cons

Provisioning of user access permission can be made easier
The permission sets are a bit confusing. I think they can be made simpler while still enforcing security.
There should be AI to assist in correcting some data inconsistencies or mishandling of processes.

Return on Investment

I know that it has helped our team to quickly convert applicants to students. That is revenue that could have been lost if the process took longer than it did.
I know it has helped our Finance team to know how much is being generated and how much is expenditure, at the click of a button.
I know it has helped senior management to quickly make decisions because of the quick availability of data.

Usability

Other Software Used

Microsoft Power BI

Pankaj Prashad View profile

Assistant Manager F &A in Finance and Accounting at Sectigo Limited (501-1000 employees employees)

Use Cases and Deployment Scope

We use MS Dynamics 365 as accounting software for recording accounts payable bills, payment transactions, Payments made to customers, credit card expenses, other expenses, recording time, generating invoices to customers, etc. We use MS Dynamics 365 daily. It's one of the best accounting software to record daily expenses. It's easy to use and helps prepare monthly financials, etc.

Pros

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.

Cons

Navigation to particular tasks is different. This means that it is a little tricky for new users to use.
There are few manuals or learning texts, and videos are available online. Dynamics needs to create learning videos and manual texts for users or some free certification for everyone to understand.
Sometimes, an error code occurred while doing essential tasks, and the software got stuck. Customer support doesn't have effective solutions for that.

Return on Investment

Positive Impacts - AP Management makes easy to us.
Negative Impact - Supports doesn't solve issues particularly. Hard to connect with them.
Positive impact- This software makes email campaigns and invoice issues easy for customers to use.

Usability

Alternatives Considered

Sage Intacct, NetSuite ERP and Xero

Other Software Used

Sage Intacct, Xero, NetSuite ERP

Steve Cochrane View profile

CIO in Information Technology at Kyocera SGS Precision Tools (201-500 employees employees)

Use Cases and Deployment Scope

We use Microsoft Dynamics 365 for 2 divisions. We use it for opportunities and also for customer complaints or cases. We have approximately 300 customers in each division. We import customer, product and RMA data into Microsoft Dynamics 365 from our ERP system (Oracle/PeopleSoft) on a nightly basis.

Pros

Reporting
Integration with O365
Security

Cons

Licensing costs
Complex to setup
Integration with older ERP system

Return on Investment

Positive impact on tracking sales opportunities
Ease of use to transition to new sales associates

Usability

Alternatives Considered

Oracle CRM On Demand and S4 for Salesforce

Other Software Used

Microsoft 365, Oracle PeopleSoft ERP, UKG Ready

Steve Morton View profile

Senior Lead Generation Specialist in Sales at Dupré Logistics, LLC (1001-5000 employees employees)

Use Cases and Deployment Scope

We use Microsoft Dynamics 365 to track our customers and maintain sales managers records regarding all activities and opportunities, related to each customer. These records allow our leadership to monitor our Sales Manager activities with our clients, along with our customers opportunities activities and ensuring we are addressing every opportunity we've been presented with along with meeting all of our customers needs.

Pros

Maintain customer records including all contacts and information related to each company.
Track all opportunities and activities related to each customer.
Maintain and track all sales managers activities related to their assigned accounts.

Cons

Slow performance, due to high volume of customers in the system.
Have had some data corruption
Some integration issues with our system from time to time.

Return on Investment

Quantifiable ROI has been upwards of 125%
Real-time insights have provided business outcomes and automated processes for our organization.
Improved Financial Performance overall

Usability

Alternatives Considered

Salesforce CMS

Other Software Used

Geotab, Sugar Connect

Sasikumar Ravikumar View profile

Senior Software Engineer in Information Technology at Bosch global software technologies (10,001+ employees employees)

Use Cases and Deployment Scope

It is the essential product which does its job in B2B marketing. Really helps in improving business and our products in the market. There are lot of support from vendor to ensure the customers satisification.

But I think still needs some improvements in development and cost wise to make perfect.

Pros

Advanced analytics and reporting
Customer engagement and satisification
Integration and deployment

Cons

Product cost
Restrictions in integration of external applications and tools
Lack of performance sometimes

Return on Investment

Automation
Business agility
Marketing

Usability

Alternatives Considered

Salesforce Data Cloud

Other Software Used

Salesforce Data Cloud

Microsoft Dynamics 365

What is Microsoft Dynamics 365?

Categories & Use Cases

Key Features

Top Performing Features

Single sign-on capability

Role-based user permissions

Help desk management

Areas for Improvement

Territory management

Compensation management

Mobile access

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