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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)
    7.6
    76%
  • 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 7.5

CRM Project Management

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

7.8
Avg 7.6

CRM Reporting & Analytics

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

8.9
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.

8
Avg 7.2

Integrations with 3rd-party Software

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

7.6
Avg 7.1

Platform

8.4
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

(932)

Attribute Ratings

Reviews

(1-18 of 18)
Companies can't remove reviews or game the system. Here's why
Mohd Nazish | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
My review can help others to choose the correct CRM like Microsoft Dynamics 365 CRM. I see lots of great things in Microsoft Dynamics 365 that make your business easy and smooth also MS allows users to customize the software according to their needs. So Thought I should share my experience with others.
February 18, 2022

Buyer Beware!!!

Jeff Smith | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
It is not generally constructed well, and makes it difficult to view data that should be easily obtainable.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
The application handles well in terms of maintaining your master data about customers and it provides you with the steps to form a lead to an actual order. Navigation is fairly easy and you can easily export data to Excel or call out a small graph if needed. The dashboard functionality provides some well-customized overviews for each business area so this a well-used tool for the business.
Mst Rahima Khatun | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
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.
Harrison Pershing | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Things can always be better, but the recent improvements with the Unified Interface have improved both the mobile version and the web application. And effectively making D365 CE customization, formerly known as XRM, part of the Power Platform as a model-driven PowerApp says a lot about the focus for Microsoft. They've vastly modernized the interface for customizers even in the last six months, and with CRM data now being the Common Data Service, this only goes to show that Microsoft will continue to focus on D365 CE functionality and make more and more usability improvements. Microsoft only continues to connect D365 CE to other tools, obviously PowerApps but Flow, SharePoint, Office 365 Groups, OneNote, and Power BI as well, for example, making the tools even more powerful than they are alone. They become both easier to use and can make solving real business problems easier as well.
Justin Pink | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
The usability is easily adopted for users familiar with other Microsoft products. Dynamics 365 has several interfaces that cross over browsers and tablets. These multiple interfaces will be phased out and updated to a single unified interface eventually to provide the same usability across all devices. The backend configurations is slowly improving with the introduction of PowerApps compared to pre-D365 Online versions.
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