Deep Dive in to Microsoft Dynamic 365.
March 06, 2025

Deep Dive in to Microsoft Dynamic 365.

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

Software Version

Online

Overall Satisfaction with Microsoft Dynamics 365

We use MS Dynamics 365 as accounting software for recording accounts payable bills, payment transactions, Payments made to customers, credit card expenses, other expenses, recording time, generating invoices to customers, etc. We use MS Dynamics 365 daily. It's one of the best accounting software to record daily expenses. It's easy to use and helps prepare monthly financials, etc.

Pros

  • Best to use for AP - like in our organization, there are plenty of AP bills, so with Dynamics, we can quickly enter the same into the Excel utility, which means CSV-based upload, and then we can easily upload the same to the software. It's a time saver.
  • Best for Bank reconciliation - MS Dynamics makes Bank reconciliation easy. Banks can easily sync with software and easily get reconciled.
  • Generating invoices to customers and directly sending them to their inbox is easy with this software.

Cons

  • Navigation to particular tasks is different. This means that it is a little tricky for new users to use.
  • There are few manuals or learning texts, and videos are available online. Dynamics needs to create learning videos and manual texts for users or some free certification for everyone to understand.
  • Sometimes, an error code occurred while doing essential tasks, and the software got stuck. Customer support doesn't have effective solutions for that.
  • Positive Impacts - AP Management makes easy to us.
  • Negative Impact - Supports doesn't solve issues particularly. Hard to connect with them.
  • Positive impact- This software makes email campaigns and invoice issues easy for customers to use.
Overall, it's good software. Solve the purpose. Sales force and Email marketing are good for the business and work well. It helps companies in many ways and is good on the customer's side. Easy to raise invoices and send the same to customers. Overall, it's fantastic.
Microsoft stands different from all of them. It's easy to use and comes with Microsoft's trust. On the basis of security, it's one of the best. It mainly solves the purpose and works as per desire. On the other hand, all the abovementioned items are also suitable for meeting needs.

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?

Yes

Did implementation of Microsoft Dynamics 365 go as expected?

Yes

Would you buy Microsoft Dynamics 365 again?

Yes

Based on user experience, I would like to recommend this software to my friends or colleagues on the AP Handling. I like AP recording the most because it makes my work easy. I have been using this for the past 2 years, and it's one of the best for this task. Easy to use and user-friendly.

Microsoft Dynamics 365 Feature Ratings

8.2
Customer data management / contact management
8
Workflow management
8
Territory management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
9
Quote & order management
8
Interaction tracking
8
Channel / partner relationship management
8
9.0
Case management
9
Call center management
9
Help desk management
9
8.5
Lead management
8
Email marketing
9
9.0
Task management
9
Billing and invoicing management
9
Reporting
9
8.7
Forecasting
9
Pipeline visualization
9
Customizable reports
8
8.7
Custom fields
9
Custom objects
9
API for custom integration
8
8.5
Role-based user permissions
8
Single sign-on capability
9
9.0
Social data
9
Social engagement
9
9.0
Marketing automation
9
Compensation management
9
9.0
Mobile access
9

Comments

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