Microsoft Dynamics 365Formerly 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.
Customer engagement tool that can make your business easy
"MICROSOFT Dynamics CRM Review"
Buyer Beware!!!
Great CRM tool with a lot of potential
Microsoft Dynamics 365 Is Feature-Rich And Intuitive.
Strong CRM, but, [in my Opinion,] Review Other Options for Capabilities!
It is actually very "dynamic"!
Microsoft Dynamics Review
MS Dynamics 365 ease of use
One of the best CRMs out there!
The platform we developed is being used …
Dynamics gives us a 365 degree view of our customers
Microsoft Dynamics 365 Review
Whether start up, small or well established....Microsoft has the software you need to expand, enhance, and take your business to the next level.
easy to train and create custom documentation
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
- Customer data management / contact management (68)8.787%
- Custom fields (65)8.383%
- Integration with email client (e.g., Outlook or Gmail) (65)7.676%
- Workflow management (66)7.272%
Pricing
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $44 per month
Features
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
- 8.7Customer data management / contact management(68) Ratings
The software acts as a single source for all customer data and enables users to access that data efficiently.
- 7.2Workflow management(66) Ratings
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
- 8.2Territory management(50) Ratings
Users can defines salesperson territories based on customer or market characteristics.
- 8.4Opportunity management(62) Ratings
Users can track deals and create quotes.
- 7.6Integration with email client (e.g., Outlook or Gmail)(65) Ratings
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
- 8.4Contract management(51) Ratings
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
- 8.4Quote & order management(47) Ratings
Users can create, process and fulfill price quotations and sales transactions.
- 7.2Interaction tracking(59) Ratings
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
- 7.6Channel / partner relationship management(50) Ratings
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Customer Service & Support
This component of CRM software automates help desk, call center and field service management.
- 7.8Case management(50) Ratings
This includes incident/ticket creation, routing, escalation, and resolution.
- 8.1Call center management(44) Ratings
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
- 4.9Help desk management(48) Ratings
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
- 8.4Lead management(60) Ratings
This includes lead generation, scoring, qualification, routing, and nurturing.
- 7.2Email marketing(61) Ratings
This involves the ability to send mass email to groups of people based on particular qualifications.
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
- 7.4Task management(58) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 7.6Billing and invoicing management(43) Ratings
This includes automated invoice creation and billing.
- 8.4Reporting(52) Ratings
Software provides a broad range of standard and the ability to build custom reports.
CRM Reporting & Analytics
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
- 9.1Forecasting(54) Ratings
The software helps users accurately forecast sales based on volume and conversion metrics.
- 9.1Pipeline visualization(60) Ratings
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
- 8.4Customizable reports(63) Ratings
Users can create reports and dashboards unique to their needs.
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 8.3Custom fields(65) Ratings
Users can create custom fields to store additional information on standard and custom objects.
- 7.9Custom objects(60) Ratings
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
- 8.3Scripting environment(47) Ratings
Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.
- 6.8API for custom integration(51) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
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.
- 8.3Single sign-on capability(55) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 7.5Role-based user permissions(56) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Social CRM
This component of CRM software helps companies leverage social media in engaging with customers.
- 8.3Social data(35) Ratings
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
- 7.6Social engagement(36) Ratings
The software can facilitate and track engagement with customers via social channels.
Integrations with 3rd-party Software
This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.
- 7.6Marketing automation(55) Ratings
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
- 7.6Compensation management(28) Ratings
The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.
Platform
- 8.4Mobile access(47) Ratings
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.
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is Microsoft Dynamics 365?
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
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
Comparisons
Compare with
Reviews and Ratings
(933)Attribute Ratings
Reviews
(1-25 of 63)- Easy to generate leads using emails, phones, and campaigns and you can also automate the process of lead generation.
- You can send the notifications to the users.
- You can also have it's great feature called field service.
- Overall it is working great, nothing to dislike.
- I would love to see if Microsoft Dynamics 365 has the features to schedule workflows or plugin.
"MICROSOFT Dynamics CRM Review"
This is Also Used for Service, lead is active until and unless it the Closed by the Service guy. Right from Generating prospects to Closing the leads, it is all managed in Microsoft Dynamics CRM.
- User Interface is quite Intuitive does matter whether you are a new user you will find it easy and interesting.
- No Training is required all you need is just be aware of B2B leads, Corporate and Customer leads
- Support team is highly knowledgeable and helpful
- Fast internet Connection is required otherwise it can lag.
- If you are creating a new lead, you Will have to put its Source and many more details which is quite irritating and time-Consuming
Great CRM tool with a lot of potential
- Guides the sales reps through the sales process.
- Enables fairly quick quoting, presenting the customer with a quick quotation.
- We had to rely on some third-party tools like Experlogix and HubSpot, it would be neat if this was unnecessary.
- It's a Microsoft tools, so the number of clicks is still too high.
Microsoft Dynamics 365 Is Feature-Rich And Intuitive.
- One of the best features of this software is that it's easy to use and intuitive to understand.
- Customization is easy, and no training is required; all you need to know about B2B leads, corporate leads, and clients are to be aware of those leads.
- Through shared application data and marketing automation, it helps us align our sales and marketing processes.
- The support team is knowledgeable and helpful, and they quickly engage the right customers using Microsoft's artificial intelligence-backed features.
- There is room for improvement in terms of user-friendliness. New users often find it difficult to enter information into a database.
- Making things a little easier on the interface and its user interface design isn't simple enough for smooth navigation, particularly on the report pages.
- I'd like to see some improvement in terms of the navigation layout, though. There is always a concern about cost and performance.
- Dashboards are succint
- Reporting looks great
- Customer views are great
- Forecasting could be improved
- Linking email campaigns
- Overall customization
It is actually very "dynamic"!
- Customizable - you can customize Dynamics to your business needs with the help of a CRM Admin or Partner
- Can import own or third party solutions to add features that Dynamics may be missing. Example, ClickDimensions
- Easy to manage Leads!
- User Friendly -- Dynamics and their terms can be a bit confusing
- UI -- The new Unified Interface is not that well designed. Older UIs were easier to navigate
- If you are not a CRM expert, customizing CRM can be complex and you can even ruin your environment.
Microsoft Dynamics Review
- User friendly.
- Customer support is outstanding.
- Can integrate with other softwares.
- Marketing features.
- Mass mailing.
- Use of templates.
One of the best CRMs out there!
The platform we developed is being used company-wide to support customers, enable collaboration across teams, and other basic CRM functions.
- Very easy to customize.
- Release management is very simple and intuitive.
- UI is very plain and clear, consistent experience across all entities.
- Full integration to other MS products out of the box, online Excel editing.
- Full integration with Outlook for emails and calendar.
- Bad reporting (you have to have Power BI).
- Hard to manage users and permissions due to the many customizations available.
- Performance, always an issue.
Dynamics gives us a 365 degree view of our customers
- Microsoft dynamics 365 does a fantastic job integrating with important third-party applications we currently use in the office such as a MailChimp and OneNote, thus making it easier to share vital insights across applications.
- Microsoft Dynamics 365 does a fantastic job of aligning our sales and marketing processes by helping to produce seamless experiences for our customers through shared application data and marketing automations.
- Microsoft Dynamics 365 makes it easier for us to focus on the right type of customers by engaging them quickly using insight provided by Microsoft's artificial intelligence backed features.
- Microsoft Dynamics 365 can do with improved intuitiveness for users. For instance, data entry is usually a tedious experience for beginner users.
- Its user interface design is not simplified enough for smooth navigation, especially on the report pages.
Microsoft Dynamics 365 Review
- Query searches.
- Great user experience and design.
- Displaying data in various charts.
- Global search function tends to freeze a lot.
- Linking emails to certain leads/opps could be improved in both Outlook and Dynamics.
Not well suited for companies who need high levels of customization to their CRM and data.
easy to train and create custom documentation
- Easily customizable
- Scalable
- Not a complete con - but it did have a different look than what they used before
Dynamics - Perfect for a Seasoned Team with Low Turnover
- Data unification - "one stop shop"
- Adaptable pay structure, with customization options
- Not new user friendly, nearly impossible to train someone new in it without them losing interest
Microsoft is hard to beat
- Great for tracking metrics.
- Helps people stay organized.
- The interface isn't as friendly when accessed on a Mac, but not bad.
- It has a lot of functionality and sometimes it is difficult to find the exact one you are looking for.
- It has a solid structure to set up customer and loyalty analytics.
- It provides a good amount of reports that could be customized and extended easily.
- Export of some large reports can be problematic and you may have to divide reports into smaller chunks.
- Navigation in the report pages can be difficult.
Manage Financial and Operations together
- Customer Relationship Management
- Simple layout design
- Pricing - small businesses have smaller budgets
- Learning curve for users not familiar with it
Dynamics 365 at a glance
- It allows opportunities to be linked directly to specific accounts and contacts.
- It allows users to enter specific details of phone conversations they have with clients or potential clients.
- It could provide a better training program.
- It could have a slightly better user-interface.
Happy with Microsoft 365
- Secured
- User friendly
- Customer-centric
- Lively
- Graphics could be improved.
Clarity and data intelligence with Dynamics 365!
- The dashboards are truly fantastic. Highly customizable, easy to understand, and quick to gain key insights upon logging into the tool.
- Depth of information available in the tool is necessary for various teams to gain the right level of detail they need.
- Integrations with other applications is helpful for our remote teams. This allows different apps to feed into one another and makes it easier to use overall.
- There are very many subpages in the tool, and this can make it more challenging to onboard new users to the tool. It takes some adjusting to, to feel that the tool is seamless.
- As access to info, or access to particular sections of the tool, can be restricted for some users by the main admins, this can be frustrating as not all team members have access to the same information. This means that admins must build more strategy around how the tool will be used.
Dynamics is a one stop shop to help all your business operations be more streamlined
- Dynamics 365 being in the cloud is great since it reduced maintenance and is accessible throughout the world
- Dynamics is very customizable and can be tailored to your companies exact needs
- Great support for third party software providers that integrate into Dynamics 365
- Great automation features
- Would be great if you didn't have to have a staff member dedicated to just administrating Dynamics and
- Can be a pain to fix if something breaks since Dynamics can get extremely complicated
- The Reporting could use some improvements
- Wish it was cheaper
Dynamics 365 Customer Engagement (CRM) Is the Hidden Flagship behind the Microsoft Power Platform
- 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.
- Small learning curve, obviously. You won't figure this out in a day, a week, or even a month. But given time, you can learn to be an expert. Or you can always get a consultant or hire in somebody. But learning the tool isn't out of the questions by any means.
- Licensing can be confusing at times and isn't cheap, but it is cheaper than Salesforce. Plus no additional fees for data calls to better integrate your D365 CE data with other systems.
- The Classic user interface left a bit to be desired, but now with the much-improved Unified Interface, the web client and the mobile client look the same, much more modern, and have more flexibility and power behind them for customizers as well.
Dynamics 365 is the way to go
- Provisioning and initial deployment are a breeze and completed within a day or less after receiving the licences.
- Customizations and configuring the database instances is extremely simple as long as changes and enhancements are implemented cautiously and with purpose.
- Integration with other Microsoft applications is one of the top selling points, such as Outlook for tracking email to Dynamics 35, data connections to Excel for refreshing data exports, PowerBI, Flow, & PowerApps
- Advanced Find querying is one of the easiest tools to quickly get and save data accessed regularly.
- The native Microsoft mobile tablet and phone app can be implemented with minimal extra work or configurations.
- Ability to 100% fully implement (and integrate with other Microsoft platforms) with no code whatsoever (100% no code SaaS!) saving time any money for quick deployments.
- The Dynamics 365 community is massive for forum support and user group networks.
- 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.
- ones with rapid deployment requirements, ones favoring low/no code solutions,
- needing process automation (such as automated emails or workflows),
- existing Office 365 platform enterprises,
- those needing to standardize manual data entry for error elimination and enhance consistency,
- those looking to utilize a third party consultant or Microsoft Partner for implementation.
Those that may shy away are
- ones with extremely complex integrations with other systems and with little resources/capital,
- those with datasets that are so large requiring a lot of extra GB storage and thus becoming costly.
Microsoft Dynamics 365 Makes Good Business Sense
- Mobile Functionality Provides Modern Efficiencies that Allow us to Thrive
- Multi-Departmental Functionality Improves Process Effectiveness
- It's a natural segment of our business use and product/services models
- As a marketer myself, I think Microsoft Dynamics 365 could do better at providing a Trailhead-style source for users
- Community engagement is lacking - Microsoft could become more socially fluid and fun
- Microsoft Dynamics 365 should extend its marketing team to create a more comprehensive and fun library of resources and tools for users
- Works out of the box.
- Supports a wide variety of customization to support any business.
- Easy to customize and integrate.
- Reliable performance that does not require a lot of IT resources even with an on-premise deployment.
- On-premise versus online deployment options.
- Internet-facing deployment is available.
- Strong ecosystem of apps and support.
- Reporting: built-in reports are not user-friendly. We do our reporting from Power BI to give us that flexibility.
- Email: does not thread email conversations.
- Email editors/text editors are weak and don't allow for the rich text editing supported by most email clients.
- Having options for both cloud and on-premise solutions. Some clients, especially government contracts do not allow cloud-based solutions and must have on-premise. However, for most the cloud is the better option.
- Multiple versions, such as enterprise and business edition, are not completely dissimilar. As a user of the business edition, it was easy to pick up the enterprise edition. Both are available for clients that may require different scales of solutions.
- Microsoft's AI suite is among the best in the world and its integration with Microsoft Dynamics is very desirable for clients, and offers exciting advantages for sales.
- Customization is tricky with Microsoft Dynamics 365. Javascript is primarily used, and due to this most business edition users keep their solution as "out of the box" as possible to save time and cost.
- The out of the box interface is clunky, and those who do not want to customize the interface will lose time figuring out and navigating through the complex interface.
- To get the most out of Microsoft Dynamics 365, you need integrations with the rest of Microsoft's suite, which incurs more cost and can make it so you're putting all your "eggs in one basket".
A One Stop Shop for Data Management
- Microsoft Dynamics is extremely robust, allowing for customization to a degree that I haven't found in other products.
- The wide spread access enables employees from across the company to access the same up to date information constantly.
- I am able to have all my relevant work information in one consolidated system. I can access Microsoft Dynamics at any time, which gives me the freedom to complete work wherever I may be.
- The largely robust system can make for a tricky learning process. There are many things that can't be learned through training, just by time spent working in the system. This can make for a difficult transition for those who have never worked with the system.
- Microsoft Dynamics can be slow at times, due to how much data it contains. This is a minor inconvenience at best, but it can be frustrating.