Dynamics 365 Reviews

Pros

Dynamics has assisted us in establishing streamline sales process and opportunity tracking that is done consistently across all sales reps and the department. Dynamics also allows easy gathering of the touch points done with each client and how they were executed.

Cons

Setting up custom features, security , and limited access is all available but does require some in-depth knowledge and fine turning to get it just right.

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

Easily can access details on the go for your daily runs. Can look into any prior history on a customer you're going to visit from the mobile app.

Cons

The connection seems to drop off from our main database causing some incorrect data that hasn't been updated.

Alternatives Considered

Salesforce Sales Cloud

Reasons for Switching to Dynamics 365

The integration, ease of use, and price point

Pros

It does take some getting used to, but the product does have a lot of features

Cons

It's not a very user friendly product. There needs to be much more invested in making it more user friendly and well rounded as a finance product.

Pros

Dynamics 365 offers integration and centralization, scalability and flexibility, a cloud-based solution, analytics and business intelligence, seamless integration with the Microsoft ecosystem, and strong customer relationship management capabilities

Cons

Dynamics 365 can be complex to navigate and configure, it may have high costs, and there are limitations to customization options

Alternatives Considered

Kantata, JIRA Service Management and Azure DevOps Services

Reasons for Switching to Dynamics 365

Dynamics 365 may be chosen over alternative products due to its seamless integration with the Microsoft ecosystem, familiar user experience for Microsoft users, comprehensive functionality and customization options, and scalability for business growth

Pros

Its advantage is that it belongs to Microsoft, which allows it to be optimally integrated with complementary applications such as Microsoft Azure, and thanks to the aforementioned integration, it can predict customer behavior through machine learning models.

Cons

The disadvantage is the cost, and for companies with advanced regulatory metrics it generates an effort to assimilate to those already established.

Pros

the fact of grouping all on the same tool makes it easier for agents to do their research

Cons

I find it an easy tool and I can't find a part I don't like

Pros

It's a new generation of Data analysis helps us to manage and track our sales and Lead Managment. Dynamic 365 is a tool which enhance our work and reduce time and become more cost effective.

Cons

it's pricing is So high it's must be bit more affordable.

Pros

I like the features to help me use for my business and it helps me so much. This saves ne alot of time

Cons

The customer service needs improvement. I call them and sometimes it takes long to reach someone if you have questions

Pros

Dynamics provides the functions our company needs for our CRM needs.

Cons

To get Dynamics to a place where the team can truly use it, we have had to invest a significant amount of time and 3rd party customizations.

Pros

Dynamics 365 is a powerful and comprehensive business management solution that has helped streamline our operations and improve efficiency. The user interface is intuitive and easy to navigate, and the system offers a wide range of features and tools that can be customized to fit our specific needs. The integration with Office 365 is seamless and has greatly improved collaboration and communication within our team.

Cons

The initial setup and implementation of Dynamics 365 can be a bit complex and time-consuming, and there is a bit of a learning curve for new users. The cost of the system can also be a bit on the high side, especially for smaller businesses

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

during the lifestyle of business , i have never faced so many different tasks that wasn't easy going but using the dynamic 365 from microsoft , which i have curious about its fast developement and improvement during the last 1 years by it didnt suprised my knowledgeable first sight on microsoft software during years of my work ,since the dynamic helping me to most simplified the business tasks for me while learning others future skills allowing me to go through minimizing the time of spending on other busines tasks , especially with standpoint which helped business to grow faster by includingall the organization with most fixed sales teams tasks

Cons

one the most strenghts of the dynamics 365 if your business during the last 10 years familiar with other microsoft product like microsoft office 365 ..., you will find that is most of all similar to the simplified menu of microsoft product since that microsoft didnt lost its flavors of maintain the same aroma while you will taste navigating throughout ths dynamic 365

Pros

Dynamics 365 contains a comprehensive portfolio of applications, ranging from finance and operations to sales and customer care. This makes it an excellent choice for businesses trying to streamline their operations and boost their overall productivity.Dynamics 365 is extremely adaptable, allowing customers to customise the platform to their own company needs. This facilitates the creation of workflows, the automation of procedures, and the streamlining of operations.Integrates smoothly with other Microsoft products such as Office 365, SharePoint, and Power BI, making it simple to exchange data across platforms and gain a more comprehensive perspective of your organization.Dynamics 365 is a cloud-based solution, which means users may use the platform from any location with an internet connection.

Cons

All intricacy: Elements 365 is a mind boggling stage, and it can require investment to figure out how to utilize its highlights and capacities. This can be a hindrance for private companies or those with restricted IT assets.Cost: Elements 365 can be costly, particularly for organizations that require countless clients or customizations. This can make it a less alluring choice for private ventures or new businesses.Restricted outsider combinations: While Elements 365 coordinates well with other Microsoft applications, it tends to be more difficult to incorporate with outsider programming. This can restrict the stage's handiness for organizations that depend vigorously on different devices.Execution: A few clients dislike slow execution or framework crashes, especially while involving the stage for complex errands. This can be disappointing and problematic for organizations that depend on the stage for their everyday activities.Support: While Microsoft offers help for Elements 365, a few clients disapprove of slow reaction times or pointless care staff. This can make it challenging to get the assist you with requiring when you run into issues with the stage.

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

The following are what I mostly like about Dynamics 365:1. Integration: Dynamics 365 integrates with other Microsoft applications, as well as third-party tools, making it easy to manage data across multiple systems.2. Customization: Dynamics 365 is highly customizable, enabling organizations to tailor the software to their specific needs and workflows.3. Scalability: Dynamics 365 is scalable, meaning it can grow with the needs of the organization.4. Cloud-based: Dynamics 365 is cloud-based, making it easy to access and use from anywhere, on any device.5. Business intelligence: Dynamics 365 includes powerful business intelligence tools that enable users to generate insights from data and make informed decisions.

Cons

Below are some of the limitations of dynamics 365:Cost: Dynamics 365 can be expensive, especially for smaller organizations.Complexity: Dynamics 365 can be complex and difficult to set up and customize, requiring significant technical expertise.Data security: As with any cloud-based software, there are concerns around data security and privacy.Training and support: Organizations may require additional training and support to fully utilize the features and capabilities of Dynamics 365.Limited offline access: Dynamics 365 requires an internet connection to access, so offline access may be limited or unavailable in some situations.

Pros

Simple to utilize, not costly, and easy to explore.

Reconciliation with Outlook accessible for messaging. Its layouts are exceptionally helpful for comunicate news or tips to a business group. Coordination with other Microsoft items is extraordinary as well.

Simple to redo, even a non-specialized individual can make new contacts, accounts,etc will be simple with Dynamics, no programming learning required.

Client support is great with the FAQ and choices that are truly required.

I can mass information to One Drive and access it synchronized with my work area.

On the off chance that you make passages in a spot with no web, all information will be synchronized once web association is built up.

It has a ton of additional items.

The portable application is valuable for checking reports or access information when visiting clients or not before a work station.

This CRM configuration permits compose all customers by classifications and access them quick and simple and recollect the customer history or significant things of the last contact or visit.

All capacities you need are effectively accessible with a tick or contact.

There are applications accessible for Android, iOS and Windows Phone.

Cons

It has issues when an update is discharged.

Isn't easy to use for new clients or learners.

Requires a long customization to begin running

Sign in portable application is excessively moderate. An excess of reaction time.

Unreasonable windows, tabs and screens can make it hard to first time clients. It needs a superior menu.

It just backings Internet Explorer based programs.

Somewhat moderate to information input if not tweaked, numerous fields not by any stretch of the imagination required.

Sessions break is a bulky issue. Despite the fact that it might be vital for security I don't care for it in light of the fact that multiple occasions a conversing with a client takes quite a while and it's, significant.

Poor and troublesome joining with Gmail might be an issue.

No visit effectively accessible.

It's moderate to spare information since it's cloud based. It relies upon web speed.

Pros

There are many features of Dynamics 365 that I like, but some of the things that stand out to me include:Scalability: Dynamics 365 is a scalable platform that is suitable for businesses of all sizes and industries. This makes it a flexible and versatile solution that can grow with an organization as its needs change.Integration with other Microsoft products: Dynamics 365 integrates seamlessly with other Microsoft products, such as Office 365 and Azure, which can help users access and share data across different applications and streamline workflows.Customizability: The platform is designed to be customizable, allowing users to tailor it to their specific business needs and goals. This can help users get the most out of the platform and ensure that it meets their specific requirements.Range of tools and features: Dynamics 365 includes a wide range of tools and features for managing customer relationships, operations, and finances. This makes it a comprehensive solution that can help organizations streamline their workflows and make better informed decisions.Overall, I think Dynamics 365 is a powerful and versatile business application platform that can help organizations of all sizes streamline their operations and make better informed decisions

Cons

As with any software platform, there are potential drawbacks to using Dynamics 365. Some things that I might not like about the platform include:Complexity: Dynamics 365 can be complex to set up and customize, particularly for those who are not familiar with the platform. This can make it challenging for users to get up and running with the platform and may require a significant investment in training and support.Cost: Depending on the specific features and tools that an organization needs, Dynamics 365 can be a relatively expensive solution. This may not be feasible for smaller organizations with limited budgets.User interface: Some users may find the user interface of Dynamics 365 to be less intuitive or user-friendly compared to other platforms. This can make it more challenging for users to navigate the platform and may require a learning curve.Overall, while Dynamics 365 is a powerful and versatile business application platform, it may not be the right fit for every organization due to its complexity, cost, and user interface. It is important for organizations to carefully evaluate their needs and consider the potential drawbacks before deciding whether Dynamics 365 is the right solution for them.

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 and Teamwork CRM

Switched From

Teamwork

Pros

All that you'd require in a business field is here, to place in basic terms putting deals, advertising, money and client assistance alternatives. It is nothing obscure and somebody that utilizes CRM programming projects will feel right comfortable with this product. I like that I can follow anything I need to think pretty much the entirety of my customers and its usability is faultless on the off chance that you are somebody who has utilized these sort of projects before this is an excellent item to utilize. You needn't bother with any programming information or any sort of other outside information to alter the framework as you would prefer. It's mix as well with it's other Microsoft parties is fantastic this is something that most outsider CRM programming projects don't have henceforth making this CRM programming the best choice in the market to date.

Cons

The mobile app isn't extremely extraordinary. There are exceptionally successive accidents and it simply doesn't give that experience which an end client expects out of such an incredible platform. Nonetheless, Microsoft had compensated for it by presenting the power applications highlight.

Pros

The best features about Dynamic 365 are:- The ability to be a one shop stop for all the relevant data.- Ability to lock fields to prevent access levels and incorrect data entries.- It serves as the primary document of reference for us.- Ability to have multiple columns and hold high amount of data.- Since is it linked to one drive, the chances of loosing data are minimal.- The option to add notes in lot cards to highlight some important details.- Item linking and item tracing helps to look back at the input lots and is very easy.- Assigning item numbers to each lot to provide specificity and prevent duplication.- Ease to add more toggles if needed.- The access to financial reports thereby improving transparency.- To have access to electronic work orders and production releases.- It helps in maintaining traceability on the processes and material that is received and used.

Cons

- having that much information at one site also increases the risk of mix up and chances of data loss.- The maintenance of the system can be longer thereby putting a complete pause on the ability to work.- Having multiple linkage to the material is sometimes represented in a cluster which cause confusion.- The app runs slow at times - Ease of use is not the best as the system is bit complicated to navigate.

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

As a software engineer , I have had the opportunity to work with Dynamics 365 for a few months now, and I must say that I am quite impressed with the product.firstly, I love how the product allows me to easily create and manage custom entities, forms, and views. The drag-and-drop interface of the entity designer is intuitive and saves me a lot of time that I would have spent writing code. Additionally, the form designer is flexible enough to allow me to create complex forms with ease.Another feature I love about Dynamics 365 is the Power Automate integration. With Power Automate, I can automate workflows and processes within Dynamics 365, as well as integrate with other services such as SharePoint, Teams, and Outlook. This has helped me save a lot of time that I would have spent doing manual tasks.the integration with Azure Active Directory is also seamless, making it easy for me to manage user access and permissions.

Cons

One of the few drawbacks I have noticed with Dynamics 365 is that the initial setup can be a bit overwhelming. There are many configurations and settings to go through, and it can take some time to figure out how everything works. However, once you get past the setup, the product is relatively easy to use.

Pros

Everything that you'd need in a sales field is here, to put in simple terms putting sales, marketing, finance and customer service options. It is not anything unknown and someone that uses CRM softwares will feel right at home with this software. I like that I can track anything i want to know about all of my clients and its ease of use is immaculate if you are someone who has used these kind of programs before this is a very good product to use. You don't need any programming knowledge or any kind of other external knowledge to customize the system to your liking. It's integration aswell with it's other microsoft parties is excellent this is something that most third party CRM softwares don't have hence making this CRM software the best one to pick if you want to manage your business.

Cons

The customization options while available aren't numerous and there is a limit to the number of customization options I have. Furthermore while the app runs well with it's other Microsoft services it doesn't run very efficiently especially in the phone. A way to deal with duplicate contacts as many people use the interface and this leads to duplicate contacts. Difficult to use at start, gets easier later on but is difficult to use at start. It also supports internet explorer based browsers. It's also a bit slow to save data because it is cloud based, this may vary due to internet speed but in my testing it was a bit slow.