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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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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

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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.

7.7
Avg 7.7

Customer Service & Support

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

7
Avg 7.5

Marketing Automation

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

7.6
Avg 7.6

CRM Project Management

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

7.4
Avg 7.6

CRM Reporting & Analytics

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

8.7
Avg 7.6

Customization

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

7.6
Avg 7.5

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.

7.6
Avg 8.3

Social CRM

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

7.6
Avg 7.3

Integrations with 3rd-party Software

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

7.1
Avg 7.3

Platform

8.1
Avg 7.4
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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.

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 From Top Reviewers

(1-5 of 51)

Dynamics is NOT a time keeping tool you want

Rating: 1 out of 10
December 19, 2018
Vetted Review
Verified User
Microsoft Dynamics 365
1 year of experience
The PM group made the decision to go with Dynamics for timekeeping and didn't do user testing. There was a mild revolt. Dynamics seems to be very robust, but it's not designed as a timekeeping tool, so the one purpose it had for us it failed spectacularly. Not sure if it was a slick sales job or what, but it was a terrible move for us.
  • It has lots of options.
  • It's very colorful.
  • It works well with IE.
Cons
  • For us, a spreadsheet was preferable to enter time over Dynamics. To start, post login it took about 7 clicks to get to the time entry area, and once there it was configured badly for the average user. It doesn't default to grid view (like Outlook calendars) so you have to AGAIN click to get into a usable format.
  • It has a horrible use of real estate on the screen. Taking up the whole screen but 2/3 is white space.
I'm not sure where it would be useful but I heard it was very robust. I just know for time entry it was incredibly lackluster. I think our PMs might have fallen in love with its other features, but they failed to solve the original problem, which was simple accounting of time and effort.

Mary Gownley's CRM Review

Rating: 6 out of 10
November 10, 2013
MG
Vetted Review
Verified User
Microsoft Dynamics 365
1 year of experience
  • 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.
Cons
  • CRM can be time consuming when it comes to filling out emails.
  • CRM can also be time consuming when finding past emails.
I would tell the colleague that CRM will take some time to get used to, but once they become competent in the system, they will very easily be able to track emails, their work, and time frames of their tasks. However, I will warn them that the lengthy time it takes to fill out all the fields in the email will make for a slower turn around time.

A giant data storage without much insight into lead management

Rating: 5 out of 10
February 21, 2017
Vetted Review
Verified User
Microsoft Dynamics 365
1 year of experience
Microsoft Dynamics CRM is the main CRM used not only by the sales and marketing departments of our company but also across the whole organization. Microsoft Dynamics CRM helps us to record the contact information of leads and customers, it also shows from which web page the leads fill in the form.
  • Integration with Outlook and Office 365
  • Simple, easy to navigate interface
  • Nice function to create filters to group different contacts into lists
Cons
  • I feel like this CRM is nothing more than a big database. I wish it would be more integrated with web analytics, so I can check which pages the contact has visited.
  • We also have this issue of duplicate leads, meaning the same contact filling out different forms but it shows two different entries in the CRM. The cross checking can be time consuming because we have a big amount of leads.
  • I would like more autonomy to customize the CRM to my benefits rather than having to hire a consultant for that.
If you are looking for a giant database to store up all your contact information, turn to Microsoft Dynamics CRM. But if you are a sales and marketing professional who hopes to understand more about the leads and their journey behaviour on the website, then I think you should turn to something else.

"MICROSOFT Dynamics CRM Review"

Rating: 9 out of 10
March 15, 2022
FS
Vetted Review
Verified User
Microsoft Dynamics 365
1 year of experience
All the leads Coming from the Marketing Campaigns Comes into the Microsoft Dynamics CRM and after that, it is allocated to the Salesperson who takes Follow up and Converts that into Sales.
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
Cons
  • 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
Its is well suited when you will Use it with some Dialer, it works really well for all the BPO and service Companies. Doesnt matter whether your Organization is small,medium or large you can go Microsoft dynamics CRM

Dynamics CRM - a product that actually gets used by the sales team!

Rating: 9 out of 10
November 29, 2013
Vetted Review
Verified User
Microsoft Dynamics 365
3 years of experience
  • 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.
Cons
  • 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.
The product has many great features that offer ease of use, business insight and marketing management that can't be found in many others. The only reason I wouldn't give it a 10 is that it's behind Salesforce in 3rd party applications. Depending on what your business needs to do - there are many vendors putting development resources into Salesforce integration over Dynamics integration - however we're seeing that gap shrink quickly and expect that Dynamics will soon be equal playing ground.
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