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)7.575%
- 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.
- 8.1Territory management(50) Ratings
Users can defines salesperson territories based on customer or market characteristics.
- 8.3Opportunity management(62) Ratings
Users can track deals and create quotes.
- 7.5Integration 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.
- 8.3Contract management(51) Ratings
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
- 8.3Quote & order management(47) Ratings
Users can create, process and fulfill price quotations and sales transactions.
- 7.1Interaction tracking(59) Ratings
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
- 7.5Channel / 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.
- 7.9Case management(50) Ratings
This includes incident/ticket creation, routing, escalation, and resolution.
- 8Call 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.
- 8.3Lead 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.
- 7.3Task management(58) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 7.5Billing and invoicing management(43) Ratings
This includes automated invoice creation and billing.
- 8.3Reporting(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.
- 8.3Customizable 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.
- 8Custom 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.
- 6.7API 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.
- 7.5Social 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.
- 7.5Marketing automation(55) Ratings
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
- 7.5Compensation management(28) Ratings
The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.
Platform
- 8.3Mobile 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
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Reviews and Ratings
(927)Attribute Ratings
Reviews
(26-50 of 88)Dynamics is a one stop shop to help all your business operations be more streamlined
- 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
Dynamics 365 Customer Engagement (CRM) Is the Hidden Flagship behind the Microsoft Power Platform
- 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.
Dynamics 365 is the way to go
- 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.
Microsoft Dynamics 365 Makes Good Business Sense
- 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.
- It makes what we do possible without a team five times our size.
- At the center of our sales and service automation.
- Core to our customer self-service capabilities.
- 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.
A One Stop Shop for Data Management
- 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.
HVAC Migrating to Microsoft Dynamics 365
- 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.
My Microsoft Dynamics 365 Review
- 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.
Dynamics is NOT a time keeping tool you want
- None. It was a complete waste of money. At least as far as time entry goes. I haven't heard of anyone using it for anything else.
CRM - a great product!
- 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
Nothing is Better then Dynamics, total ROI
- Improved efficiency by integrating reporting through for account managers for analysis
- Improved targeting
- Improved customer service by providing better information within reach
Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) as the best adaptable business management solutions
- 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.
Helps me with my sales daily
- Helps me to concrete the sales and contacts with my clients
- Keep the whole package contract, project and invoice in one page
- The workflow is very simple once the automation of process are on
Dynamics 365 is a must!
- If we lost our data, we would potentially go under
- Dynamics has provided us with a database of prospects
- Definitely worth the spend
Well, it's not Salesforce. Hopefully it's less expensive.
- 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.
Microsoft Dynamics 365 Review
- Automated workflow helps to avoid missed revenue.
Dynamics 365 for Sales
- Great results in tracking and managing our Sales Pipeline
- Ability to manage our lead records and ensure proactive reach out to our potential clients
MS Dynamics (online) review
- 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
Solid scaleable CRM
- 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
- 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.
- 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.
Dynamics CRM 2016 - Game Changing
- 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.
MS Dynamics for development work
- Helps me set activities as reminders for contacts.
- Tracks lots of data for contact work.
A giant data storage without much insight into lead management
- 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