Microsoft Dynamics 365 is your solution in using CRM.
Microsoft Dynamics 365 is a great way to run an organization as an ERP system. It adds a lot of values in connecting all units within the …
Microsoft Dynamics 365Formerly Microsoft Dynamics CRM
Starting at $44 per month
View PricingOverview
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.
Recent Reviews
Awards
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Popular Features
- Customer data management / contact management (68)8.787%
- Custom fields (65)8.383%
- Integration with email client (e.g., Outlook or Gmail) (65)7.575%
- Workflow management (66)7.272%
Pricing
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
Features
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Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
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 Integrations
- Act-On Software
- HubSpot Marketing Hub
- LeadLife
- Microsoft Dynamics 365 Marketing
- Adobe Campaign
- Aprimo
- eTrigue DemandCenter
- Astera ReportMiner
- Astera Centerprise
- LiveChat
- SAP CPQ
- SAP CLM, discontinued, duplicate
- SnapEngage
- Boingnet
- Devart Excel Add-ins
- GreenRope
- Cincom CPQ
- Axiom Software by Syntellis Performance Solutions
- ClientPoint
- QuoteWerks
- Oracle Marketing
- Syncfrog (unpubllished)
- Ektron Web Content Management System (Discontinued), part of Episerver
- Interactions Digital Roots
- Office 365
- PowerBI
- Yammer
- Microsoft Social Listening
Microsoft Dynamics 365 Competitors
Microsoft Dynamics 365 Technical Details
| Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Windows |
| Mobile Application | Apple iOS, Android, Windows Phone |
| Supported Countries | global |
| Supported Languages | Over 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).
Comparisons
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Reviews and Ratings
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Reviews
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December 04, 2014
Dynamics CRM can be extended to support your business
Score 9 out of 10
Vetted Review
Verified User
- It has a familiar Microsoft Interface. Since most of our organization uses Microsoft products, it helps with the learning curve.
- It has good integration with other Microsoft products like Outlook and Excel.
- It has some good reporting features in Views. Users can create them easily and also export them to Excel to do further analysis
- A skilled administrator can do a lot to build and maintain the system without needing a developer.
- It has a good workflow engine. It is easy to configure for someone with business analyst skills. A lot of your business processes can be automated and you would not need a developer.
- It has a powerful security model and framework which really helps us segregate data and processes
- The User Interface is quite clunky. It is not Web 2.0. This is improved in the 2013 release.
- It does not have good out of the box mobile functionality. I think there are some third party products that address this and CRM 2013 will also improve this ability.
- Limited marketing and field service automation functionality. Again, there are some good third party products that address this. We are looking at implementing Marketo for Marketing Automation. We have not begun evaluating field service automation vendors yet, but FieldOne has a product that provides this functionality for Dynamics CRM.
December 10, 2013
Great one stop stop company and product
Score 8 out of 10
Vetted Review
Verified User
- Helps keep you organized.
- Very easy interface once you learn the basics. The fact that you can link it to outlook was a big plus as well.
- Very versatile with what you can do with it. We deal with the automotive industry so it was very important for us to make this CRM speak the automotive language. The fact that you can tweak pretty much anything you like to make it work for you was a very important thing and ultimately was why we went with Microsoft over the competitors.
- Some more built in shortcuts.
December 04, 2013
Microsoft CRM 2011 Review
Score 10 out of 10
Vetted Review
Verified User
- Microsoft CRM is easily customizable allowing companies to quickly implement business logic and processes.
- Microsoft CRM has a robust API that allows developers to build advanced customizations.
- Microsoft CRM framework allows 3rd party solutions to be quickly and easily integrated into CRM.
- The new dialog process feature is great, but is lacking a few features like field validation on the dialog and more control over displayed pages.
- Not sure if this changes in CRM 2013, but running workflows from ribbon buttons is not intuitive. The user has to navigate to the workflows area to determine if the workflow completed successfully. It would be nice to have the workflow run synchronously.
- More ability build to views on the new connection feature would be great.
December 04, 2013
Frustrating at times, but has potential.
- I like tracking my Opportunities in one place. CRM makes that easy.
- I like having access from the web. I can go anywhere and still access my clients.
- I like that it integrates with my Desktop Outlook software.
- Dynamics CRM needs to work better with Outlook desktop and SharePoint. I keep getting script errors, timing out, and not connecting the CRM to Outlook.
- Not clear or intuitive where to go next when you open a contact, account, or opportunity screen. Clunky!
- I wish it were easier for a common user to customize it. We have people to do that, but it seems the changes are made for everyone. I wish I could change what appears on the Opportunity screen (like a phone number and/or email address of the primary contact) without the hassle of having to use someone's time to change it for everyone.
December 04, 2013
CRM can it truly help manage your sales in your own way or is it just another clunky Microsoft monster?
Score 10 out of 10
Vetted Review
Verified User
- It allows your data to be displayed in a way that the average user can view easily and navigate around within in an intuitive way. The way different items, Entities, are tied together and always accessible via links is extremely easy to view a number of records, and a number of different types of records very quickly and easily. It makes managing the data so easy for the IT professional and the relatively proficient user alike.
- The ability to do Advanced Find queries is a huge asset. They are easy to learn how to do and extremely easy to save, recall, and customize. Once a user learns just a few ins and outs of the method of setting one of these queries up, they can do some powerful queries that someone without database access or knowledge wouldn't normally be able to accomplish. Then the results can be exported into a variety of different formats very simply.
- The ability to customize your CRM experience is pretty impressive. With JavaScript alone we have worked some miracles with forms showing fields depending on values in others, setting formatting, hiding based upon user Roles, etc. The JavaScript customizations are simple to use and can do just about anything you can think of for a form.
- Workflows are another great tool that you can use to make things happen depending on values or updates of records or fields. You can do all sorts of things with Workflows. You can send emails, create new records, modify records, set up reminders, etc. These are another powerful customization tool available to users. The beauty of these is that you don't have to be a programmer to understand and use them. Once you get the way they work figured out, and the structure of setting them up, you can do a lot of great things without programming knowledge and in an easy format.
- You can link to SSRS reports from within CRM. There is a reports section where you can set up various reports that the user can choose from and display, or run, at will. This is a very handy tool as you can create the most complex or simple report and any user can pull it up at will.
- The ability to set up reports and run workflows from custom buttons from within a record is extremely helpful. You can create your own buttons that can run complex things very simply. You can also display those by user role as well. Again this goes back to the wide array of customization that is possible.
- Most of the personal customization is done through JavaScript. The way that CRM lets you view the JavaScript is not in a way that you could work or develop within at all. I have to take the JavaScript that exists and copy and paste it to a JavaScript editor. I use Notepad ++. I do my development in there and then when I'm done I copy and paste it back into the CRM screen. Then I have to publish it and see if it worked as I planned.
- I think it would be much more helpful to have even just a simple JavaScript editor within CRM. The screen you insert this into has no formatting and is tiny. A bigger workspace and a little bit of editing capabilities would be a very nice addition.
- Some capability of a test environment would be nice. Any changes via JavaScript or workflow is done in the live database. So if I make a JavaScript change and it doesn't work the first time, everyone of the users can see the error right away if they are in the Entity I'm making the change within. The ability to test the customizations without having them be live right away would be a huge help.
- I am only a moderate programmer. There is an SDK that you can download or comes with CRM. You have the ability to create "Plug Ins" at will. These can be very big and powerful additions or small and helpful. But there is no good documentation that I have been able to find about how to use the SDK. I see references to it online all the time but I can't figure out how to access and use it. It would be nice if there was more clear documentation about how to access the information that is contained within the SDK.
December 04, 2013
MS CRM Dynamics - basics are there
Score 1 out of 10
Vetted Review
Verified User
- Flexible configuration of de-dupe rules.
- Flexible configuration of workflows including emails.
- Users can easily create their own views.
- Reporting - you cannot select more than 10,000 records. I don't know if this is the first 10k, the last 10k or some random sampling. What happens when you need to review 90k records? We were forced to use an OData connector with an open CRM session to pull data into Excel. Works, but you cannot automate and it is not sustainable.
- Forced upgrades break existing functionality - this includes a connector to Pardot (our marketing automation tool), CRM no longer supports Windows XP and Office 2003 so new computers need to be purchased for sales managers . Previous upgrades broke java script functionality that had been built into CRM. Although we pay for a test environment, there is not always an opportunity to upgrade that environment prior to the live system and resolve issues without affecting sales reps and customer service.
- Communication - CRM Dynamics experienced an outage for 3 hours this week. I received FOUR emails telling me that they had resolved the issue. It would have been good to have received ONE email telling me the system was down and they were working to resolved the issue.
November 30, 2013
Why Microsoft Dynamics CRM Takes the Lead in CRM's
Score 9 out of 10
Vetted Review
Verified User
- The workflow engine is quite powerful, especially with the new "synchronous" workflow option.
- The new business process flows attached to entities helps with usability and guiding the user through the optimal process without forcing hard limitations.
- The seamless integration with Microsoft Outlook is a huge contributor to capturing all interaction with the customer. Turning emails into Leads, Opportunities, or Cases with a couple clicks is fantastic!
- The tight integration with Microsoft Excel is very strong. The "dynamics spreadsheet" functionality lets users take advantage of the power of Excel without being afraid of outdated data.
- The mobile tablet version for CRM 2013 is great, but the mobile phone version is still lacking a nice usable GUI for easy consumption.
- I love the new social pane, but there is little flexibility in the configuration to move it around the form.
- If a display field is too long, CRM fades out the rest of the words instead of wrapping it to the next line. Having the option to wrap text would be a nice improvement.
November 30, 2013
As said many times before..."CRM is a journey" and Dynamics CRM is a nice way to take it...
Score 9 out of 10
Vetted Review
Verified User
- Dynamics CRM Online helps provide a view of business development opportunity, activity and cross sale across the firm.
- Dynamics CRM Online helps business units manage relationships better to support communications and touches.
- Dynamics CRM is providing our delivery teams with insights to vet opportunities and provide proper resource and budget.
- Users appreciate the close integration with Outlook and are just beginning to realize the 2013 version's app integration with tablets.
- Onboard reporting and charts/dashboards can be limited and could still use some enhancement to improve design, usability, and visualization of data.
- CRM Online inherently comes with concerns about data location, security and at times performance lags. Database backup for online is a challenge.
- While integration is tight and users appreciate it, Outlook Client can be buggy and can affect Outlook performance at times.
- CRM Online alleviates the need to deal with MSFT enterprise agreements, but if you go with On Prem or Hosted, EA's are a pain to navigate and even MSFT has problems with them.
November 29, 2013
Dynamics CRM - a product that actually gets used by the sales team!
Score 9 out of 10
Vetted Review
Verified User
- Integration with other Microsoft products - especially Outlook and SharePoint. User adoption is key and allowing users to access the CRM within Outlook was a huge advantage and ease of use feature.
- Customization to fit your business model - customization of existing entities and creating new ones is extremely simplified and I love that I can customize an area I'm in without having to go to the settings/admin area first. Creating new fields on the fly, adjusting pick lists, etc - all so easy.
- In CRM 2013, I love the built in sales process that guides our users from initial lead to closed deal. You can customize your sales stages and what's required at each stage to make it simple to use. No more backtracking to find details from the qualified stage when you're in the proposal stage - users can be required to complete certain elements before moving onto the next.
- Setting Goals - This is one area that is a little more complicated than others to set up and use properly. Especially if you have large sales teams or several regional areas that you're tracking. The functionality is there - just takes some upfront thinking and patience when setting up.
- Reports - the out of the box reports are helpful, but creating custom reports is cumbersome and often requires outside reporting software to get the end results you want. Would be great if you could just export the dashboards you create as a formatted report.
November 26, 2013
Microsoft Dynamics CRM Online - The good, the bad and the ugly
Score 7 out of 10
Vetted Review
Verified User
- Tracking, filtering, reporting are handled well.
- Finding and merging duplicates works seamlessly.
- There should be a way to have multiple office addresses under a single account. When adding new contacts, you should be able to choose from a list of office locations. Having multiple accounts (one for each office location) does not work in my situation. I'm forced to re-enter address info for all contacts that are not in the main office location.
- Email campaigns should be simpler and more flexible. It's easy to define filters for the Marketing List, but then there are too many steps to coordinate that list with the Campaign and the email template being used. It would also be nice if you could start/stop/resume during the send process, and it would be nice to be able to set a threshold of how many messages are sent per minute/hour, so that each campaign could be optimized based on importance/priority.
- Storage space fills up very quickly if you use email campaigns or track a lot of emails. Sometimes I only need a record of having sent/received a message, I don't need all the text for routine or campaign messages. It would be helpful if there was an option to "retain all text" or "retain header info only" when creating/tracking email. I could save a ton of storage if I had that feature.
- Workflows have not yet produced the results that I envisioned, but with more effort, perhaps they will. It could be a very powerful tool.
November 26, 2013
Microsoft Dynamics CRM Review from a Beginner
Score 5 out of 10
Vetted Review
Verified User
- The ability to fluently add leads via Excel CSV file makes the process seamless and easy to manage.
- Marketing lists, campaigns and events make the organization process simpler when tying together marketing efforts.
- Merging duplicate contacts creates easy-to-manage contact lists without dupes.
- The ability to tie together marketing efforts with sales revenue is a rather difficult process to incur.
- Activities and closed activities should be easier to customize.
- Charts are tough to adjust and make appropriate for marketing efforts.
November 10, 2013
Mary Gownley's CRM Review
Score 6 out of 10
Vetted Review
Verified User
- CRM is excellent at tracking emails to accounts; making it easy to find a past reference.
- With the millions of ways you can categorize your emails, CRM is the organized person's best friend.
- CRM can be time consuming when it comes to filling out emails.
- CRM can also be time consuming when finding past emails.
November 10, 2013
CRM Review
Score 2 out of 10
Vetted Review
Verified User
- I love the reporting capabilities to track what my employees are working on and how much work they have completed. It helps me to determine if and what type of additional training may be needed.
- The ability to locate past emails.
- The ability to add boxes so my team can track exactly what they need to track.
- I would love to be able to add screenshots within the body of a reply email.
- Response emails need to be saved prior to sending. If an employee does not wait a few seconds after saving to send an email, it goes out as a blank email to the intended recipient.
- I love the reporting capability, however it is not user friendly. if takes me quite some time to create the exact report I am looking for.