The middle ground between Salesforce and SAP
March 12, 2025

The middle ground between Salesforce and SAP

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

Software Version

Online

Overall Satisfaction with Microsoft Dynamics 365

Microsoft Dynamics is a cloud-based software that addresses various aspects of a company's business processes, such as sales management and finance operations (ERP), customer management (CDP/Marketing), and customer service. Each aspect is handled by a different module, and in our company, we have primarily worked on integrations with the customer management and marketing module.

Pros

  • Modularity
  • Customization does not require coding (most of the time)
  • 100% Cloud based

Cons

  • Step learning curve (each module is different)
  • The licensing system can be tricky to understand
  • 3rd party integrations requires custom developments
  • Unification of older platforms in one
  • Single point of contact of 3rd party integrators
  • Licensing based on contacts, not users
Certain aspects of Dynamics are extremely well done, and since it’s a relatively new software, it has a clean, Microsoft-style UI. However, also in typical Microsoft fashion, navigation - finding what you need - can sometimes be counterintuitive. On the other hand, the Power Platform (the automation and process management engine under the hood) is actually powerful: easy to get started with, but complex to master.
Dynamics is the middle ground between the Salesforce ecosystem and the SAP ecosystem: it's versatile enough to rival Salesforce, but its third-party integrations are significantly weaker. At the same time, it has enough capabilities to compete with SAP, even though the German platform performs better when handling large scale data.

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

Dynamics 365 is perfect when you decide to unify different software solutions (ERP, CRM, CDP, Marketing, etc.) into a single platform. It makes integration easier if you have a clear vision of what you are doing. Being modular, it is highly adaptable and can work for both an eCommerce company and a large multinational.

Microsoft Dynamics 365 Feature Ratings

8.6
Customer data management / contact management
9
Workflow management
7
Territory management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
10
Channel / partner relationship management
7
7.3
Case management
8
Call center management
7
Help desk management
7
10.0
Lead management
10
Email marketing
10
Not Rated
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
8.5
Custom fields
10
Custom objects
8
Scripting environment
9
API for custom integration
7
9.0
Role-based user permissions
9
Single sign-on capability
9
Not Rated
Social data
Not Rated
Social engagement
Not Rated
6.0
Marketing automation
6
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

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