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Microsoft Dynamics 365

Microsoft Dynamics 365
Formerly Microsoft Dynamics CRM

Overview

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.

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Recent Reviews

Buyer Beware!!!

1 out of 10
February 18, 2022
We used Microsoft Dynamics 365 as our Applicant Tracking/Employment Management System. We add candidates and clients to the database and …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 31 features
  • Customer data management / contact management (68)
    8.7
    87%
  • Custom fields (65)
    8.3
    83%
  • Integration with email client (e.g., Outlook or Gmail) (65)
    7.6
    76%
  • Workflow management (66)
    7.2
    72%
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Pricing

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Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttp://www.microsoft.com/en…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $44 per month
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Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

7.9
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

6.9
Avg 7.5

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

7.8
Avg 7.5

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

7.8
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

8.9
Avg 7.6

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

7.8
Avg 7.6

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

7.9
Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

8
Avg 7.2

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

7.6
Avg 7.1

Platform

8.4
Avg 7.5
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Product Details

What is Microsoft Dynamics 365?

Microsoft Dynamics 365 (formerly called Microsoft Dynamics) CRM is a CRM system providing sales, marketing, and service (help desk) functionality. It is offered in two flavors: Online (competing directly with Salesforce) and on-premise.

The Microsoft Dynamics family of business applications includes other related products for ERP and retail management.

Microsoft Dynamics 365 Features

  • Supported: Comprehensive Solution for Sales, Service & Marketing
  • Supported: Productivity Through Seamless Integration with Office 365
  • Supported: Analytics Through Seamless Integration with PowerBI

Microsoft Dynamics 365 Video

Find more opportunities and boost sales with Microsoft Dynamics 365 - Gamification

Microsoft Dynamics 365 Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows
Mobile ApplicationApple iOS, Android, Windows Phone
Supported Countriesglobal
Supported LanguagesOver 40 languages

Frequently Asked Questions

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.

Microsoft Dynamics 365 starts at $44.

NetSuite ERP, Sage CRM, and Salesforce Sales Cloud are common alternatives for Microsoft Dynamics 365.

Reviewers rate Forecasting and Pipeline visualization highest, with a score of 9.1.

The most common users of Microsoft Dynamics 365 are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews and Ratings

(932)

Attribute Ratings

Reviews

(1-7 of 7)
Companies can't remove reviews or game the system. Here's why
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • As with any software, there are always some gotchas. The first time you try to build a workflow, for instance, or even certain steps in the workflow, like creating a custom email. Some things aren't obvious and some things can be a little buggy.
  • Staying on top of all the new technology isn't always easy. Being part of the Microsoft Cloud, updates and improvements are always coming. You can to find the right Microsoft MVPs to follow or the right blogs or podcasts to go to just to stay on top of all the news. But it's also exciting to learn about all these features coming and what new functionality will be added.
  • The Classic user interface left a bit to be desired. Everyone, no matter what business role they played, had the same tool with the same navigation. You can obviously control permissions via roles in D365 CE, but that only got you so far. Now with the model-driven PowerApp, it's much easier from a user's perspective, as you can give each functional group it's own slimmed down application. Navigation isn't overwhelming with all the links and options, but instead, it's paired down to just the handful of tools the specific users need.
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