Microsoft Dynamics 365 = Good, you could do worse.
March 05, 2025

Microsoft Dynamics 365 = Good, you could do worse.

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Online

Overall Satisfaction with Microsoft Dynamics 365

Microsoft Dynamics 365 is the CRM we use for our sales team. It allows us to have client information available to our associates, and for them to track messaging through calls, and emails. It is also used to determine associate of record for those looking to add clients. Management uses the tool to monitor associate metrics and communicate with clients.

Pros

  • Plenty of good client information to fill out
  • Allow third party apps to help populate client info
  • shows some reporting that is useful to sales associates and management

Cons

  • Reporting is basic and could be better
  • There could be training, especially on report creation, in the application
  • There could be better ways to manage large amounts of text data for client and opportunity information
  • This has allowed us to eliminate 2 other applications we were using for similar purposes and save us money.
  • It was hard for us to get people to buy into making the change and we still have some associates that only use it for bare minumim.
It is easy to use however, it does need some improvements to add data in client and opportunity areas. The connection with other Microsoft products is great.
We selected Microsoft Dynamics 365 over Salesforce because of the integrations with the other Microsoft products we are using.

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

Yes

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

Yes

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?

Yes

Would you buy Microsoft Dynamics 365 again?

Yes

If you are a Microsoft house Microsoft Dynamics 365 does a great job of integrating into the other areas of your business and provides a smooth seamless transition of data. However, if you are using Google Docs, or a third-party application for different aspects of your business, you may find it more difficult to integrate.

Microsoft Dynamics 365 Feature Ratings

7.4
Customer data management / contact management
8
Workflow management
7
Territory management
7
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
10
Channel / partner relationship management
5
8.0
Case management
8
Call center management
Not Rated
Help desk management
Not Rated
6.5
Lead management
4
Email marketing
9
7.0
Task management
8
Billing and invoicing management
Not Rated
Reporting
6
6.3
Forecasting
6
Pipeline visualization
6
Customizable reports
7
7.0
Custom fields
7
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
7
10.0
Role-based user permissions
10
Single sign-on capability
10
7.0
Social data
7
Social engagement
7
9.0
Marketing automation
9
Compensation management
Not Rated
8.0
Mobile access
8

Comments

More Reviews of Microsoft Dynamics 365

  1. Home
  2. Customer Relationship Management (CRM) Software
  3. Microsoft Dynamics 365 Reviews
  4. User Review of Microsoft Dynamics 365