Microsoft Dynamics 365, Good but Lacking Features
March 04, 2025

Microsoft Dynamics 365, Good but Lacking Features

Anonymous | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Software Version

Online

Overall Satisfaction with Microsoft Dynamics 365

We use it for all of our CRM duties including booking, purchasing, job contacts, and tracking engineering tasks like specifications, submittals, change orders, and close out documentation. We have tried out put all of our data in one place so we can track the entire workflow from booking to completion.

Pros

  • lists customer contacts
  • shows nice charts for jobs that are approved or submitted
  • shows active and inactive jobs by user
  • puts all job related documents in one place

Cons

  • the sofware is cumbersome and not intuitive
  • too many menus for items
  • report generating is lacking
  • it saves time by having everything in one place vs using multiple systems
  • it is not intuitive
  • not user friendly
Overall its a good tool to have everything in one place but it is lacking in reporting data and hard to navigate to put in information. It is also missing a few key features that we had before like a keyword search and charged hours. It could be alot better with a few key upgrades.

Do you think Microsoft Dynamics 365 delivers good value for the price?

Not sure

Are you happy with Microsoft Dynamics 365's feature set?

No

Did Microsoft Dynamics 365 live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Microsoft Dynamics 365 go as expected?

No

Would you buy Microsoft Dynamics 365 again?

No

I think Microsoft Dynamics 365 would work better for smaller projects or smaller companies with less demands. We track quite a bit of information and it seems to put them in odd places and hard to figure out locations. Way too many points for data entry. Its seems bulky and cumbersome for our application. There is better project managment sofware out there like Agile and Oracle.

Microsoft Dynamics 365 Feature Ratings

6.2
Customer data management / contact management
7
Workflow management
6
Territory management
5
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
5
Contract management
7
Quote & order management
7
Interaction tracking
5
Channel / partner relationship management
7
6.0
Case management
6
Call center management
Not Rated
Help desk management
Not Rated
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
6.0
Task management
7
Billing and invoicing management
6
Reporting
5
5.7
Forecasting
6
Pipeline visualization
6
Customizable reports
5
6.0
Custom fields
6
Custom objects
6
Scripting environment
Not Rated
API for custom integration
Not Rated
7.0
Role-based user permissions
7
Single sign-on capability
7
Not Rated
Social data
Not Rated
Social engagement
Not Rated
7.0
Marketing automation
7
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

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