Review of Microsoft Dynamics 365
March 12, 2025

Review of Microsoft Dynamics 365

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

Software Version

Online

Overall Satisfaction with Microsoft Dynamics 365

We use Microsoft Dynamics 365 for 2 divisions. We use it for opportunities and also for customer complaints or cases. We have approximately 300 customers in each division. We import customer, product and RMA data into Microsoft Dynamics 365 from our ERP system (Oracle/PeopleSoft) on a nightly basis.

Pros

  • Reporting
  • Integration with O365
  • Security

Cons

  • Licensing costs
  • Complex to setup
  • Integration with older ERP system
  • Positive impact on tracking sales opportunities
  • Ease of use to transition to new sales associates
All systems can be complex but I think once user understands the platform it is easy to use.
Microsoft Dynamics 365 is easier to implement and with Office integration a better solution for our divisions.

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

Reporting for sales opportunities. Accountability for sales team. Complex for ERP integration.

Microsoft Dynamics 365 Feature Ratings

8.1
Customer data management / contact management
8
Workflow management
7
Territory management
8
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
7
Quote & order management
Not Rated
Interaction tracking
8
Channel / partner relationship management
9
8.0
Case management
8
Call center management
Not Rated
Help desk management
Not Rated
8.5
Lead management
9
Email marketing
8
8.3
Task management
8
Billing and invoicing management
8
Reporting
9
7.7
Forecasting
8
Pipeline visualization
9
Customizable reports
6
7.8
Custom fields
8
Custom objects
7
Scripting environment
9
API for custom integration
7
8.5
Role-based user permissions
9
Single sign-on capability
8
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
7.0
Mobile access
7

Comments

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