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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)
    7.5
    75%
  • Workflow management (66)
    7.2
    72%
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Pricing

View all 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
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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 7.6

CRM Project Management

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

7.7
Avg 7.6

CRM Reporting & Analytics

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

8.8
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.

7.9
Avg 7.3

Integrations with 3rd-party Software

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

7.5
Avg 7.2

Platform

8.3
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 Integrations

Microsoft Dynamics 365 Competitors

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

(926)

Attribute Ratings

Reviews

(1-3 of 3)
Companies can't remove reviews or game the system. Here's why
February 18, 2022

Buyer Beware!!!

Jeff Smith | TrustRadius Reviewer
Jeff Smith
Owner
JEFF SMITH & ASSOCIATES, INC. (Environmental Services, 1-10 employees)
Score 1 out of 10
Vetted Review
Verified User
Use Cases and Deployment Scope
We used Microsoft Dynamics 365 as our Applicant Tracking/Employment Management System. We add candidates and clients to the database and track activities relative to candidates in the pipeline for a job being recruited for, client information about their company, and jobs they need us to fill.
Pros and Cons
  • integrates reasonably well with Microsoft Outlook
  • Collecting/inputting information into candidate records is frustrating in that information input to a candidate record relative to a job for which they are a candidate does not get included in the general candidate record.
  • In my opinion, they need to make it VERY CLEAR UPFRONT that if you leave Microsoft Dynamics 365 for another ATS, they will NOT PROVIDE YOU WITH A BACK-UP FILE OF YOUR DATA like every other ATS does. It cost me almost $10,000 to get MY DATA, after having to re-up for another year because they wouldn't provide it to me.
Likelihood to Recommend
In my experience, when asked to escalate the issue of not being able to get MY DATA out of the system, I was advised there was no one I could escalate the issue to. I was forced into another year with this ATS and had to contract with outside Microsoft Partners to get my data. A cost of almost $10,000.
Microsoft Dynamics 365 Feature Ratings
Sales Force Automation (8)
5%
0.5
Customer data management / contact management
20%
2.0
Workflow management
20%
2.0
Opportunity management
N/A
N/A
Integration with email client (e.g., Outlook or Gmail)
N/A
N/A
Contract management
N/A
N/A
Quote & order management
N/A
N/A
Interaction tracking
N/A
N/A
Channel / partner relationship management
N/A
N/A
Customer Service & Support (3)
6.666666666666666%
0.7
Case management
10%
1.0
Call center management
N/A
N/A
Help desk management
10%
1.0
Marketing Automation (2)
10%
1.0
Lead management
N/A
N/A
Email marketing
20%
2.0
CRM Project Management (3)
N/A
N/A
Task management
N/A
N/A
Billing and invoicing management
N/A
N/A
Reporting
N/A
N/A
CRM Reporting & Analytics (3)
N/A
N/A
Forecasting
N/A
N/A
Pipeline visualization
N/A
N/A
Customizable reports
N/A
N/A
Customization (4)
N/A
N/A
Custom fields
N/A
N/A
Custom objects
N/A
N/A
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
N/A
N/A
Role-based user permissions
N/A
N/A
Single sign-on capability
N/A
N/A
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform (1)
N/A
N/A
Mobile access
N/A
N/A
Return on Investment
  • it has cost me significant time, energy, and money to try to get satisfaction from the provider. I was forced to subscribe for another year to a system I had no interest in, and it cost me close to $10,000, in addition to the annual subscription, that it shouldn't have.
Support Rating
1
My contact was not willing to consider my request to obtain the data that he agreed was mine, but we do not have the technical ability to extract that data. Instead, we had to contract with a Microsoft partner at considerable expense to obtain what was ours. And, when asked to whom I could speak with to escalate my issue, I was denied that opportunity.
Usability
3
It is not generally constructed well, and makes it difficult to view data that should be easily obtainable.
Contract Terms and Pricing Model
1
They need to make it very clear, upfront, that if the purchaser ultimately chooses to leave for another ATS System provider, they will NOT be provided a free backup of their data as every other ATS provider does.
November 12, 2021

Microsoft Dynamics 365 Is Feature-Rich And Intuitive.

Mst Rahima Khatun | TrustRadius Reviewer
Mst Rahima Khatun
Marketing Product Management
Clopsmith (Information Technology & Services, 11-50 employees)
Score 9 out of 10
Vetted Review
Verified User
Use Cases and Deployment Scope
We use Microsoft Dynamics 365 to keep track of our clients, systems, and data across the company. My superiors appreciate how easy it is to maintain tabs on our selling pipelines and set selling goals. It serves us to integrate all the data and processes from our employer’s portal into a unique system. We sell online solutions that update both CRM and the doorway simultaneously. For me, task tracking is my favorite feature because it’s tailored to each client’s specific needs. To this day, I’ll never forget the conversation I had with my client because of the project. Also helps our salespeople keep a step on potential clients and manage their past interactions to re-engage them. Microsoft Dynamics 365 works with customer relationship management programs for our company’s operations and selling employees. Use it to manage track of clients and other important sales metrics with ease.
Pros and Cons
  • 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.
Likelihood to Recommend
We like Microsoft Dynamics 365 because it is easy to customize. It is simple to automate the process as a result of this integration. Through existing clients and products, we can sell our product. To promote and connect with our products, we can target specific customers. Using the Dynamic 365 tool, we can create new features based on the needs of our customers. It's of great quality, but it can't handle large data sets or perform well. That's something to keep in mind for large corporations. There are many advantages to using Microsoft Dynamics 365, but it falls short of other tools in nearly every area.
Microsoft Dynamics 365 Feature Ratings
Sales Force Automation (9)
84.44444444444444%
8.4
Customer data management / contact management
90%
9.0
Workflow management
90%
9.0
Territory management
80%
8.0
Opportunity management
80%
8.0
Integration with email client (e.g., Outlook or Gmail)
90%
9.0
Contract management
80%
8.0
Quote & order management
80%
8.0
Interaction tracking
90%
9.0
Channel / partner relationship management
80%
8.0
Customer Service & Support (3)
90%
9.0
Case management
90%
9.0
Call center management
90%
9.0
Help desk management
90%
9.0
Marketing Automation (2)
90%
9.0
Lead management
90%
9.0
Email marketing
90%
9.0
CRM Project Management (3)
80%
8.0
Task management
80%
8.0
Billing and invoicing management
80%
8.0
Reporting
80%
8.0
CRM Reporting & Analytics (3)
90%
9.0
Forecasting
90%
9.0
Pipeline visualization
90%
9.0
Customizable reports
90%
9.0
Customization (4)
82.5%
8.3
Custom fields
90%
9.0
Custom objects
80%
8.0
Scripting environment
80%
8.0
API for custom integration
80%
8.0
Security (2)
80%
8.0
Role-based user permissions
80%
8.0
Single sign-on capability
80%
8.0
Social CRM (2)
80%
8.0
Social data
80%
8.0
Social engagement
80%
8.0
Integrations with 3rd-party Software (2)
80%
8.0
Marketing automation
80%
8.0
Compensation management
80%
8.0
Platform (1)
90%
9.0
Mobile access
90%
9.0
Return on Investment
  • It has a positive ROI and allows us to convert prospects into sales easily.
  • The ability to better organize and prioritize tasks has been enhanced.
  • Custom reports provide us with relevant data and dashboard elements.
Support Rating
9
A few minor issues have occurred in the past, but nothing serious has happened so far. We wanted to learn more about how some reporting tools work, so we reached out to their representatives. I've needed help from their support team a few times, and they've always been quick to respond.
Usability
9
Microsoft Dynamics 365 is reliable and easy to use. There are, however, some drawbacks. It has all the tools your sales team needs to track leads and make informed decisions based on reports. A knowledgeable and responsive support team was available whenever I needed it. The support team is enthusiastic and knowledgeable. Useful for customer relationship management (CRM). There is room for improvement when it comes to terminology.
Professional Services
9
My company's preferred program right now is Microsoft Dynamics 365. We use it to keep track of customers and important sales metrics in a streamlined manner. Anyone familiar with CRMs will find the tool extremely useful. Considering that we have a good turnover, this product will be used for its basic segments. As a result, there are few chances of error with Microsoft dynamics because it is so easy to use. Many options for recording data on these leads are available. It meets our needs and pays off.
Contract Terms and Pricing Model
9
On our purchase, I'd been interrogated about our usage. Our needs are met by Microsoft Dynamics 365, which is simple to use. With so much data and information available, we must ensure that it is presented correctly to managers. Due to a lack of use, we don't have to spend as much money on Salesforce.
November 03, 2021

Strong CRM, but, [in my Opinion,] Review Other Options for Capabilities!

Harrison Pershing | TrustRadius Reviewer
Harrison Pershing
Salesforce Admin
Argos (Construction, 1-10 employees)
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
I am the Salesforce Admin for our organization and we have 16GB of storage available. However, we are currently using around 25 GB of storage for all of our invoicing information. Our higher-up executives don't want to spend the money on the excess storage and we have decided to pull in all of our reporting/data for older information from Microsoft Power BI. We use their dashboards to provide more knowledge to our users.
Pros and Cons
  • Dashboards are succint
  • Reporting looks great
  • Customer views are great
  • Forecasting could be improved
  • Linking email campaigns
  • Overall customization
Likelihood to Recommend
We have a very specific use for the Power BI reports, but I just think that Salesforce, which we use primarily, is headed in a way better direction and it's overall capability and customizations are unmatched. I think [Microsoft] Dynamics [365] does provide a strong view on customers, but it lacks in comparison to Salesforce in almost all aspects.
Microsoft Dynamics 365 Feature Ratings
Sales Force Automation (9)
76.66666666666667%
7.7
Customer data management / contact management
70%
7.0
Workflow management
60%
6.0
Territory management
70%
7.0
Opportunity management
80%
8.0
Integration with email client (e.g., Outlook or Gmail)
70%
7.0
Contract management
90%
9.0
Quote & order management
80%
8.0
Interaction tracking
90%
9.0
Channel / partner relationship management
80%
8.0
Customer Service & Support (3)
70%
7.0
Case management
60%
6.0
Call center management
80%
8.0
Help desk management
70%
7.0
Marketing Automation (2)
75%
7.5
Lead management
80%
8.0
Email marketing
70%
7.0
CRM Project Management (3)
76.66666666666667%
7.7
Task management
60%
6.0
Billing and invoicing management
80%
8.0
Reporting
90%
9.0
CRM Reporting & Analytics (3)
73.33333333333333%
7.3
Forecasting
60%
6.0
Pipeline visualization
80%
8.0
Customizable reports
80%
8.0
Customization (4)
65%
6.5
Custom fields
60%
6.0
Custom objects
60%
6.0
Scripting environment
70%
7.0
API for custom integration
70%
7.0
Security (2)
75%
7.5
Role-based user permissions
70%
7.0
Single sign-on capability
80%
8.0
Social CRM (2)
85%
8.5
Social data
90%
9.0
Social engagement
80%
8.0
Integrations with 3rd-party Software (2)
85%
8.5
Marketing automation
90%
9.0
Compensation management
80%
8.0
Platform (1)
70%
7.0
Mobile access
70%
7.0
Return on Investment
  • It's had a positive ROI
  • Useful for certain aspects
  • Strong dashboard components
Support Rating
8
We have had some issues for [Microsoft] Dynamics 365 before, but nothing critical. We don't house the majority of our data and information in [Microsoft] Dynamics [365], but we have wanted a better understanding of how some of the reporting capabilities work and we have been able to reach out to some of their representatives and they have been very helpful.
Usability
6
I think it's pretty strong, but I just think in comparison to some of of the other competitors, it's a better value proposition to go for other options. It does some things extremely well, but it misses out in some key functionality and customizations that make it less powerful than other CRM options.
Contract Terms and Pricing Model
7
I was asked some questions when considering our purchasing options about how we should use it and what we would use it for. With so much data and information out there, we have to make sure we are presenting it correctly to the managers or it will be lost on them. We don't spend nearly as much money on it as Salesforce, because we use less of their capabilities. It meets our needs and definitely provides a positive ROI.
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