Dynamics 365 Reviews

Pros

The ability to integrate it into multiple other programs as it allows us to use Microsoft to be able to communicate with multiple people

Cons

There's truly nothing negative about Dynamics 365 as Microsoft has put a lot of work into this

Pros

The future of this product is incredibly bright, and the cost of entry is so low that there is no reason not to give it a shot if you think it can help you. The Microsoft account management team will work with you to find the right fit for your needs and set you up for success.

I have used this software for over 7 years and have seen it grow and improve at a remarkable rate. With the introduction of Flow/Power Automate and Canvas Apps, the abilities of this business application stack are unmatched. You are truly only limited by your own imagination. Microsoft provides great account management resources that will help keep you on the cutting edge.

From a price perspective, Dynamics is very competitive. What you get out of the box cannot be touched by any competitor, namely Salesforce. You will spend a fortune to get the same utility from a Salesforce implementation. Salesforce and other competitors also do not have anything like Azure. Having all of your business applications under such an umbrella is incredibly powerful.

Using Dynamics 365 has completely transformed our billing and invoicing operations. For a small entrepreneur, managing finances is paramount, and this software has simplified everything. Its packages are designed in a way that allows customers to easily customize details like the logo without losing their personal touch, ensuring uniformity throughout the organization, including on documents such as letterheads.

Generating invoices electronically or manually, and tracking what has been paid against what is owed, has never been easier since this system handles everything. For instance, it has been crucial because we used to spend too much time going through many paper records trying to find out who owes what. Now, everything happens with just a click.

Microsoft Dynamics 365 is an extraordinary tool to use. I recommend it to all prospective users. It has great and brilliant features, is efficient, and its capabilities are impressive. This software has given us numerous new capabilities, such as:

- Upgrading dynamic processes
- Improving business process results
- Driving innovation
- Enhancing business process agility
- Improving customer relations/service
- Driving revenue growth
- Cost management
- Improving supplier or partner relationships
- Creating internal/operational efficiencies
- Reducing time to market

Microsoft Dynamics 365 is an incredible tool for scheduling and creating effective workflows. It allows us to manage our staff professionally. The reliability of Microsoft Dynamics 365 is something I greatly appreciate. It has been easy to use and customize.

Cons

I have had less than ideal interactions with support. Mostly they are positive, but often they do not know enough about the product and ask for information I already provided in detail upon initial case submission. That being said, this product is innovating and improving so much that it is unrealistic to expect all support staff to be 100% on top of their game. They should be, but realistically, you will encounter intermediaries before reaching someone who can actually help. This isn't really a Dynamics issue, but you will need to rely on support if you go with an online installation.

Understanding all the finer points of this software is tough—it gets difficult soon after you start using it. The financial tools bundled with Dynamics 365 are crucial for management, even if we don’t fully understand them yet. However, it’s still a tough nut to crack, and setting up the software takes a lot of precious time.

Despite this, I am impressed by Microsoft Dynamics 365. It is a brilliant program with impressive reliability. It makes field management of our staff smooth and effective, and managing customer relationships is simple. Microsoft Dynamics 365 is a quality software to use, with quality features. We won't change a thing, and the promptness of the vendor's responses makes things even better.

Pros

They have good service and good software easy yo work and all function

Cons

Abput this its charges are high and if they give free trail download for 3-6 months

Pros

Dynamics 365 has valid and focused operational options, and this resolves all the business demands.
Dynamics 365 has a significant customer support players, and this resolves challenges that occur.

Cons

Dynamics 365 is timely, with no operational defect from the vendor.

Pros

Variety of different programmes that help me complete my work tasks. Simplicity of use and brand knowledge.

Cons

Some of the solutions can be basic such as power point templates so I have to integrate with other systems.

Pros

Haven't figured that out yet and I have been using it for over 2 years.

Cons

It has a lot of programs that could really help us. But the Quick Reference Guides we use are not user friendly.

Pros

Dynamics 365 is suitable for large organizations. Its integration with other Microsoft products is excellent. Once adapted to the system, it becomes very convenient and time-efficient.

Cons

It can be cumbersome due to the need for specific settings. For small groups, the cost may be burdensome.

Pros

activity dashboard- it helps u remind u everything in the morning

Cons

not user friendly every time-account name sort inputs to be precisely given and cannot be accessed at single place

Pros

Most aspects of it are very user friendly. You're able to maneuver through the system flawlessly.

Cons

I haven't found any cons since I have been using this system.

Pros

Highly customizable application that allows for various process flows to be created to achieve desired outcomes.

Cons

Can be overly complicated because of how customizable it is

Pros

Easy integration with the other tools - even they are not from Microsoft
CRM gets the job done
Easy contract management with DocuSign and MS Drive
CRM structure for the leads and potentials
Customization options
Reports are enough for a regular sales team but it is possible to get custom and advanced reporting
Access management is better than many other CRMs

Cons

The user interface can be improved
The whole system for CRM is too rigid and not that user friendly like a few other competitors
It is a good solution for large companies but if you have a team less than 50 people, maybe there could be more budget options - of course with less features

Pros

As a finance professional, I found Dynamics 365 to be an effective and comprehensive solution for managing complex financial transactions. It is user-friendly, with a wide range of customizable features that make it easy to set up and manage. The integration with other Microsoft products, such as Excel and Office, is seamless, making it an ideal solution for any organization.

Cons

Despite the many advantages of Dynamics 365, there are some downsides. The cost of the solution can be a bit steep, especially for smaller organizations. Additionally, the complexity of the system can be a bit overwhelming and the learning curve can be quite steep.

Pros

Dynamics 365 is a powerful tool that provides a wide range of advantages for businesses of all sizes. One of the main advantages of Dynamics 365 is its ability to integrate with other systems, such as Office 365 and LinkedIn, allowing businesses to streamline their operations and improve efficiency. Dynamics 365 also offers a variety of features that can help businesses automate processes, such as sales and marketing automation, customer service automation, and project management. Additionally, Dynamics 365 provides businesses with a comprehensive view of their data, allowing them to make better decisions and improve their bottom line.Another advantage of Dynamics 365 is its scalability. Whether a business is just starting out or is a large enterprise, Dynamics 365 can be tailored to meet its specific needs. This means that businesses can start small and grow as they need to, without having to invest in new systems or migrate data.Finally, Dynamics 365 provides businesses with a robust security system that ensures that their data is protected from unauthorised access. This includes multi-factor authentication and encryption, as well as compliance with industry standards such as SOC 2 and ISO 27001.

Cons

In all aspect its great but price is slightly higher on side.

Alternatives Considered

Salesforce Sales Cloud, ERPNext, SAP Concur and ePROMIS ERP

Reasons for Switching to Dynamics 365

First, Dynamics 365 offers a comprehensive suite of tools that can be tailored to meet the specific needs of a business. This means that businesses can start small and grow as they need to, without having to invest in new systems or migrate data.Second, Dynamics 365 offers a wide range of automation features that can help businesses streamline their operations and improve efficiency. This includes automation of sales and marketing, customer service, and project management.Third, Dynamics 365 offers a robust security system that ensures that business data is protected from unauthorised access. This includes multi-factor authentication and encryption, as well as compliance with industry standards such as SOC 2 and ISO 27001.Fourth, Dynamics 365 is integrated with other systems, such as Office 365 and LinkedIn, which allows businesses to streamline their workflow and improve efficiency.Finally, Dynamics 365 offers a comprehensive view of data, which allows businesses to make better decisions and improve their bottom line.

Pros

Effortlessly access information on the fly during your daily activities. The mobile app allows you to review any previous customer history before heading out for a visit.

Cons

There appears to be a disruption in the connection to our primary database, leading to inaccuracies in the data that have not been updated.

Alternatives Considered

HubSpot CRM

Reasons for Choosing Dynamics 365

In general, Microsoft is synonymous with a legacy of tradition and expertise in software development.

Switched From

ClickUp

Reasons for Switching to Dynamics 365

I required additional features and capabilities.

Pros

This is by far the most customizable project management software I have ever used. It helps keep our entire team on track, from the customer service to product team. We are able to write all the necessary information into every single job and track where it is in our system. We love the ability to tailor this platform to our specific needs. You can pretty much make this software work for any type of company you're working in.

Cons

This can be extremely frustrating and take a long time to set up and learn. If you transfer information over from a previous PM software, be prepared for a ton of copying & pasting. Luckily the Dynamics internal team was able to set everything up for us with a little direction, and we were back a forth a lot to get the platform to where we wanted it to be. After that, it took many tutorials and training sessions to learn all the ins-and-outs of the website, but it was worth it in the end.

Alternatives Considered

Teamwork.com and Teamwork CRM

Switched From

Teamwork.com

Pros

Microsoft Dynamics 365 is one of the leading systems and one of the top systems in terms of market share, customer satisfaction and one of the most known year peaces in marketplace. There are two primary offers of the 365. First is business central solution what marketplace provides for customers, but on the other hand there are more complex finace operations which is the bigger Enterprise offering within dynamics 365. So you have two differnent types of solutions and business central is meant to be more simplified easier to use, easier to implement type of soliution whereas ethanol or finance and operations is meant to compete with sap and oracle.

Cons

Different modules within the Dyniamics 365 offering are some of the common weaknesses cited by our clients that are using the product. Now in addition of some of functional strengths I just mentioned Dynamics 365 also has the advantage of having that traditional Microsoft look and feel. For those who have used office 365 or Microsoft office or other Microsoft products within your company over the years you will find that Dynamics 365 looks a lot like what you're used to whether is how you navigate the system or how you find certain things within the system it tends to have that common look and feel.

Pros

There are many great things about Dynamics 365, but one of the best features is the ability to customize it to fit your business needs. You can configure Dynamics 365 to work the way you want it to, which makes it a very powerful tool. Additionally, because Dynamics 365 is cloud-based, you can access it from anywhere at any time. This makes it a convenient option for business owners who need to stay connected while on the go.

Cons

The Dynamics 365 interface can be overwhelming at first. It's not always clear what each icon means or how to access certain functions. Additionally, some of the language can be difficult to understand for people who are not familiar with business software.

I also didn't like the way that some of the reports were formatted. It was difficult to find the information that I needed and to export it into a usable format.

Pros

When it comes to lead generation in Dynamics 365, these are the most likeable features:1. Comprehensive Contact Management2. Automated Marketing Processes through integration with other systems3. Robust Lead Tracking and Analysis tools4. Customizable Dashboards for real-time insights5. Seamless Integration with Microsoft Technologies for improved collaboration and information sharing.These features make it possible for organizations to manage their customer interactions, automate lead generation processes, track and analyze marketing campaigns, monitor lead generation efforts, and collaborate more effectively, ultimately driving growth and achieving their goals.

Cons

One such area is the user interface, which some users may find to be less intuitive or harder to navigate compared to other solutions. This could result in a longer learning curve for new users or a less efficient experience for those who are used to a different interface.Another area of concern is the level of customization available in Dynamics 365. While the software provides a lot of flexibility in terms of configuring workflows and customizing fields, some users may find that certain aspects of the platform are not customizable enough to meet their specific needs.Finally, the cost of Dynamics 365 may also be a barrier for some organizations, as the software can be more expensive than other solutions with similar capabilities. This may be especially challenging for smaller organizations with limited budgets.

Pros

1. Comprehensive functionality: Dynamics 365 offers a wide range of features that cover all aspects of business operations, making it a one-stop shop for business management needs. From sales to marketing, financial management, project management, and customer service management, Dynamics 365 has got you covered.2. Scalability: The modular structure of Dynamics 365 allows businesses to choose only the modules they need, which makes it highly scalable. It can grow with the business and adapt to changing needs without the need for a complete overhaul.3. Integration with other Microsoft products: Dynamics 365 integrates seamlessly with other Microsoft products, such as Office 365, making it easy to manage all aspects of the business from a single platform. This helps to streamline operations and increase productivity.

Cons

1. Cost: Dynamics 365 can be expensive for some small to medium-sized businesses. The software has a subscription-based model, and the cost can quickly add up as users increase. Additionally, the software may require additional licensing fees for some of its advanced features.2. Complexity: Dynamics 365 can be overwhelming for some users who are not familiar with its structure and features. The software has a steep learning curve, and it may take some time for users to fully understand its capabilities and how to use them effectively.3. Customization: Although Dynamics 365 offers a high level of customization, some users may find it challenging to configure and maintain. The software requires some technical expertise to set up and integrate with other systems, which may not be feasible for some businesses.

Pros

One of Dynamics 365's most praised characteristics is its broad utility and adaptability. It offers a wide range of features and tools that can be customized to suit the particular needs of various business sizes and sectors. The scalability and simplicity of use of the cloud-based platform make it a popular choice for businesses looking to streamline their operations and increase output.

Cons

The intricacy and steep learning curve of Dynamics 365 are among the most frequently voiced criticisms. Some users have complained that the platform is intimidating and challenging to use, particularly for those who have never used ERP or CRM software before. The pricing structure can also be perplexing due to the numerous lisencing choices and add-ons that can result in a sizeable expense. To handle these problems, Microsoft has been trying to enhance the user experience and streamline the pricing scheme.

Pros

Microsoft Dynamics 365 is a popular customer relationship management (CRM) and enterprise resource planning (ERP) software that helps businesses manage their operations and customer interactions. Here are some of the most liked things about Dynamics 365:Integration: Dynamics 365 integrates seamlessly with other Microsoft products, such as Office 365, SharePoint, and Power BI, making it easy for businesses to work across multiple platforms.Customization: The software is highly customizable, allowing businesses to tailor the system to their specific needs and workflows. Customizations can be made with minimal coding, making it accessible to users of all skill levels.User-friendly interface: Dynamics 365 has a clean and intuitive interface that is easy for users to navigate and find what they need quickly.AI-powered insights: The software includes artificial intelligence (AI) capabilities that provide valuable insights into customer behavior and help businesses make data-driven decisions.Mobile app: Dynamics 365 has a mobile app that enables users to access their data from anywhere, at any time, and stay connected with their team.Customer support: Microsoft provides extensive documentation, tutorials, and training resources to help users get the most out of the software. The company also offers excellent customer support to assist with any issues or questions that may arise.Overall, Dynamics 365 is a comprehensive and user-friendly software solution that can help b

Cons

While Microsoft Dynamics 365 is a highly rated CRM and ERP software, there are some aspects that users may find frustrating or dislike. Here are some of the most commonly reported complaints:Complexity: Dynamics 365 can be complex, particularly for users who are new to CRM or have limited technical expertise. The learning curve can be steep, and some users may require additional training or support to get the most out of the software.Cost: Dynamics 365 can be expensive, particularly for small businesses or startups. Some users also feel that they are paying for features they don't need or use.Performance issues: Some users have reported performance issues, such as slow load times and system crashes. This can be frustrating for users who rely on the software for their business operations.Limited mobile app functionality: While the mobile app is a useful feature, some users have reported that it has limited functionality compared to the desktop version.Integration limitations: While Dynamics 365 integrates well with other Microsoft products, some users have reported limitations in integrating with third-party software, which can be a concern for businesses that rely on multiple tools.Overall, while these issues may be a concern for some users, they are not necessarily deal-breakers, and many businesses continue to use Dynamics 365 as their primary CRM and ERP software.

Pros

It promises to deliver a comprehensive client management system, databases information for perusal by its users, and has a lot of potential.

Cons

The user interface is atrocious. Pages which should be full windows are contained in scroll bars in my browser window

Tables within these windows are not scaleable and are improperly scaled. This cuts off row lables, column headers, and information which I would like to read but cannot

Drop-down menus are not generated automatically

Timesheets are sliding-windows nested within sliding-windows nested within sliding windows, all of which are compressed to less than half the height of my screen by an incompressible block of data.

Timesheets wipe information without warning. New lines added to timesheets occasionally do not register, do not save, prevent submissions for review, and are undetectable until I close the timesheet, the information I entered is wiped, and I spend an hour trying to discern which portions of my billable (BILLABLE! I work by the hour, time spent on this costs my company money, costs me money by way of lost income earned in performance reviews, blatantly ruins my day, and ruins the fidelity of my timesheets by forcing me to try and back out my work for the day)

The TIMER feature in timesheets, a STOPWATCH feature that should be a simple start/stop, cannot properly roll over between hours. If you restart the timer on a line, because (god-forbid) you start a task and the timer, stop the task and a timer, start a new task and a new timer, stop a new task and a timer, and restart the original task and its timer, the thing cannot simply add more time to the original line. No, when it reaches the next hour (1.4 -> 1.9 -> 2.0 -> 2.1 is expected and correct behavior) it just fails entirely, and continues to neglect full hours going forward. (1.4 -> 1.9 -> 0.0 -> 0.9 -> 0.0 -> 0.9 -> 0.0 -> 0.9). This is a baseline thing which i would consider only a slight step up in difficulty from not deleting my activity description (which CRM does frequently)

But why am I having to rank timesheet features by difficulty? My company has paid for Dynamics 365 services, and it is functional to the minimum degree.

Contact entries cannot be related to more than 3 cases? The "Recent Cases" table on the right is not one table - it's FIVE IDENTICAL TABLES arranged vertically along the right side of the screen. Of these, the top and the bottom entries CANNOT be used, and attempting to associate the Contact to a Case returns an error. The MIDDLE THREE tables only accept ONE ENTRY each - my contact is associated with DOZENS of case files, and I am limited to THREE?

This list goes on. This product is awful. This is absolutely awful. DO NOT purchase this product. I am a baseline wage-earner in my company, and am not whatever customer-relations / customization employees Microsoft use to field customer complaints / cater this service, but whatever they are doing is doing done poorly.

Pros

"Dynamics" as the name suggests, would be true to call it fuel for all corporates.Loaded with tonnes of features and tools for easy access and quick solutions to all A to Z office-related tasks from every sort of documentation to Data visualization and analytics.Its functionality of auto-generated and suggestions for templates making it so easy to use.

Cons

Tools, and extensions Integration issues still need to be quicker and seamless.Support services have answers to usual common queries which barely happens to anyone, FAQ database should be reviewed and guided for specific modules.Still the memory occupancy for 365 is huge, lite versions would make it more easier to run on low ended sysytems.

Pros

Everything in one place such as Sales, Marketing, Finance, Field service, Customer Service, Operations and the automation which is not available in other products that are in the market right now. Most likable thing is customer support of Dynamics which I didn't see any other ERP or CRM team provide. It enables me in a real sense to be productive, intelligent in decisions and it was very very easy to adopt. Accessing and managing from PC, Mobile or a Web Browser makes it more accessible and more powerful. The look and feel (Controls/features/UI) for a different kind of user is another best thing which makes it standout. Both Enterprise and Business edition are fantastic when it comes to their design and functionalities, and the integrations with office 365 and other social apps give a lot more control and features and security which no any other CRM or ERP can, that's why I love it.

Cons

It looks and feels kinda mashup of Microsoft Word, Outlook, Excel, etc then it's a bit difficult to use it with ease at the start, so the knowledge curve for the first time Microsoft product user is a little slower and challenging for the first time for the user who is not familiar with other microsoft products.

Pros

I love the fact that the system is integrated, from Teams to Outlook and other Microsoft applications. the fact that you can basically run an entire organization with this app, the CRM and ERP all in one, this is by far my favorite app.

Cons

To be honest I found no flaw on Dynamics, I just wish there could be an AI whereby you can tell it who to call or who to email being in sales I am always on the roads so at times its difficult to be on my phone will driving.

Alternatives Considered

HubSpot CRM

Reasons for Choosing Dynamics 365

Well the system was not integrated, I basically had to use different systems for everything, for emails, CRM,ERP everything was just a nightmare.