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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

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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 7.6

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 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

(927)

Attribute Ratings

Reviews

(26-50 of 88)
Companies can't remove reviews or game the system. Here's why
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Dynamics has been able to improve our overall business operations by streamlining business processes
  • We are better able to serve our customer by better reporting and problem resolutions
  • Having one platform for all of your business operation needs is a key selling point to Dynamics
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Using customizations of forms and Business Process Flow, we've lowered the amount of training necessary. Customizations on forms make it more obvious how to fill out certain records, and in what scenarios specific data is necessary or not. The Business Process Flow walks a user through various business processes.
  • Using the model-driven PowerApp approach, we can streamline navigation for specific users, only showing them which tools they actually need to access and getting rid of the unnecessary records that pertain to other departments. And it's automatically mobile friendly as well.
  • Building custom and connected line-of-business applications has been useful for our entire company. There are many business processes which would get lost in email or personal interactions if we didn't build them. And the connection to vital business data makes the applications all the more useful.
  • Workflow automation through the older, internal workflow engine or the newer connection to Microsoft Flow allows us to streamline business processes and make sure they are followed correctly automatically.
  • Data controls keeps are data cleaner. If you need certain data, it is required. If the data has to be a certain type of data, the field is built that way. We don't want to rely on a user to remember how to do something, we want to make it easy for the user to automatically do something in the right way.
Justin Pink | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Automation (such as automatically sending emails, follow ups, workflows) has reduced the need for several administrative tasks
  • Ease of use has led to quick user acceptance and adoption rates
  • No code/low code solution and rapid deployment has allowed for needing only 1 Dynamics 365 Database Administrator and customizer for 3 small to mid-size implementations, and no need for coders or developers
  • The Software as a Service SaaS model has allowed us to invest little upfront and keeps any capital investment risks low incase we no longer need the Dynamics 365 Databases. The monthly subscription model means we only pay for what we need, when we need it with no contracts or strings attached.
  • We utilize our existing entreprise relationship with Microsoft to secure better pricing.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Microsoft Dynamics 365 is at the core of our business, and there are many reasons for that. It helps us to improve the effectiveness of our organization at multiple levels.
  • Teams benefit for its dynamic functionality and adherence to individual processes.
  • Mobile makes sense - use it! Upgrade as you can. Evolve with the technology.
Alexander Cooper | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • For those without a centralized, all in one solution for major HR, Finance and other departments, Microsoft Dynamics 365 has vastly improved employee time utilization and profit.
  • Migrating clients from on-premise to the cloud has reaped benefits including better security, no unscheduled downtime and frequent updates to functionality.
  • Those transferring from cheaper solutions have lost money in the aim to be better integrated with other Microsoft products and AI they don't really utilize.
Madelin Jaen | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • I would be unable to be as effective without the capabilities of this system. While it can be slow due to such a large quantity of users and data, it allows me to run the branch effectively.
  • I have also had a few complaints from new employees who were struggling to adapt to using the system. It took several weeks for them to feel comfortable navigating the system.
Felix Tapia | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • The reporting feature has allowed our sales team to be proactive in anticipating customer's needs. Our team, during the winter season, can see which of their accounts have not ordered in two weeks and can be proactive in reaching out to them to place heating oil orders.
  • The reporting feature also allows a view for seeing which customers have outstanding invoices and the salesperson can work in tandem with accounting to collect and track all interactions.
  • Our sales team can see which of their opportunities are lapsed and work proactively to close and or document loss appropriately. This increased close ratio and allows the marketing team to assist with timed email push reminders.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • Dynamics 365 had the positive impact on our business by letting us implement the same business processes for customer service across all business units and brands across our Americas Division (including Canada, Mexico, and Columbia); there are over 50 business units and or brands.
  • It also let us put standards in place across all the customer service departments across the Americas Division since they all are using Dynamics 365.
  • Lastly, Dynamics 365 provided a positive return on investment by providing our sales force with the information they need when getting to a business meeting with a new or existing client (account) that previously they would need to research beforehand now can be accessed at any time on their mobile device.
December 04, 2018

CRM - a great product!

Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • Microsoft Dynamics has made it incredibly easy to reach my customers
  • Obviously communication and lead tracking has improved my sales
  • Overall improved our business as well as overall customer satisfaction
Nagish Khan | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • Improved efficiency by integrating reporting through for account managers for analysis
  • Improved targeting
  • Improved customer service by providing better information within reach
Johnn Karanja | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • For most businesses is protecting their sales and customer data – understanding the sales numbers and customer relationships that contribute to business revenue is critical for developing productive business strategies.
  • The most successful businesses are already reaping the rewards by expanding on flexible cloud platforms and meeting customer demands in real-time by collecting comprehensive data, intelligently analyzing results and responding with sophisticated automation software.
  • This product has helped to Unify business, and boost efficiency with automated tasks and workflows—all integrated within familiar Office tools like Outlook, Word, and Excel.
Layne Latham | TrustRadius Reviewer
Score 4 out of 10
Vetted Review
Verified User
Incentivized
  • Dynamics has helped the sales team manage opportunities consistently across the team.
  • Using Dynamics has limited our options for third party services that just aren't built to work with them. For the services that we do use that tie to Dynamics, it's obvious that we are one of their very few customers that are using Dynamics, which means we have more issues to deal with.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • It kept our international team up to date on every account we have regardless of time zone and geography
  • kept good communication between the team and the client with no need of hour long conference calls for catching up on progress and pipeline building
December 28, 2017

Solid scaleable CRM

Score 6 out of 10
Vetted Review
Verified User
Incentivized
  • Huge upfront effort to replace our old CRM with this system. It will take many years to see a quality return, but it is very scaleable for organization that are in growth mode and looking to roll this out across multiple sales offices or territories.
  • Positive impact on total pipeline management for upper management
  • Negative impact on the end users who had to spend a great deal of time cleaning up the issues from implementation
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • Microsoft Dynamics CRM allows for detailed tracking of prospect information and pipelines.
  • Microsoft Dynamics CRM helps organize key business information so it's easy to reference later.
  • For the most part, Microsoft Dynamics CRM is highly supportive of business objectives and helps make our process run smoother.
Maxime Guglielmetti | TrustRadius Reviewer
Score 3 out of 10
Vetted Review
Verified User
Incentivized
  • Positive: Educate my current organization about CRM processes. Help them maintain a Contact and Organization database, improving teamwork and communication with external partners.
  • Negative: it looks and feels not as user friendly and customer-focus designed compared to best in class CRM. That could reduce user usage and be a risk in a project.
Rich Mephan | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Implementation of a custom built time recording system used for monthly billing means that we can complete our monthly billing run in a few hours rather than days now.
  • The new SLA management features means we have no excuses for missing customer SLAs now.
Score 5 out of 10
Vetted Review
Verified User
Incentivized
  • It is hard to say, the reason why we are using Microsoft Dynamics CRM is because it is provided to us for free.
  • It could be worthwhile to investigate whether an alternative CRM (even though paid) can be used to boost the ROI
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