Dynamics 365  is a great app provided by Microsoft to run your business. Being a part of the Microsoft is a huge advantage as it becomes more integrated to other MS Office programs.

It needs some customization for your need and sometime it gives you errors and that is little unlikely to be in Microsoft products.

It is nice software, easy to use. The UI is also good, neet and clean.

It's very easy to navigate and if you need help, the help box is right there. If you need live help, you can always contact a rep to help.

I really like this integration of Microsoft and the way it is set up to help expand on project and business management.

Great for our sales department to track leads. The best part that will help with my job, fewer spreadsheets to use.

For my role, Dynamics provides excellent task/case/customer management features allowing me to resolve customer issues quickly and provide better overall service.

The support team is very prompt and helpful, with their help you can use Dynamics to the best of it capabilities.

Since having this product, we have seen an increase in company revenue due to increase in sales as this product helps us to facilitate communications between the company and its clients.

Very helpful in providing information and solutions with content that can be accessed quite easily. The price is also very affordable.

It user friendly with good interface and very easy to understand. Microsoft Dynamics 365 allow agent to open and resolved cases on the dashboard.

Overall experience of this software is preety much better then others. I would says it's just amazing and very easy to use.

Honestly the cost is considered acceptable, the level of help and support is very good, Microsoft is more and more surprising for a better future.

It turns some people off to products when they have to wait for a live agent, and even worse- that's the only option. I didn't make this a priority simply because I'm not in the category.

Hence it is the useful software for the good customer reporting.

Overall my experience is great. It is terrific value for your money and does the job better than most CRMs.

Great app to use dynamics on the. Go, works like a charm, easy to use and you will find more attractive thing in here.

I like most that this software is easy to use and customer service is very responsive. I would recommend this to friends.

This tool allows you to make decisions quickly and effortlessly. It is also nice because it can be integrated with other systems.

Great in programmatic management of product properties. It's an excellent tool in helping online sales and helping in customer retention.

What I had liked most about this software is because it has very good qualiy and IT can give me satisfaction.

The thing that bothers me most about software is that some features are hard to tinker with.

I dont like the fact that the information is stored in the cloud because if you do not have the internet you are unable to to access i.

My overall experience with this software so far is very good. They constantly try to improve and add more fantastic features.

Hence, it is a useful software for good customer reporting.

Dynamics has been a great addition. Our sales team has learn to make small customization and our Finance teams love how powerful it is.

It just was a poor design of software it should have been a step by step tutorial but if wasn't it was jus ban there you go.

A necessary evil that I'd rather not deal with, but I have no choice but to do so.

I also tried one of the best introduced versions Flow/Power Automate and Canvas Apps which is amazing. What I like the most is that it is very easy to use and it gives more value to my money.

Microsoft Dynamics 365 has been an excellent software in management of sales tracking ability. It has been helping our team alot in fulfilling customer's CRM needs at ease.

Dynamics 365 is the perfect combination of a world class ERP and CRM. The customer and lead management is outstanding with countless options to simplify daily tasks for users.

There was lack of actual instructions on how to use the program. I had to guess at certain steps such as printing from one form copy to another.

VERSITILITY AND TRACKING AND EASE OF OPERATION AND WOULD RECOMMEND THIS TO ANY SIZE BUSINESS.

I can say that Pat in customer service has made my job better and easier. All the employees that I have dealt with at PBS have been wonderful.

I have used this software before at another job and I LOVE IT, easy, flexible, great service.

If I have a problem they get back to me right away and stick with it until it is fixed. I always get to speak to the same person, which is a plus.

We switched from pre-printed invoices to laser printed invoices. This results in a huge cost savings, and they look great.

Now we get paid sooner and we have better cash flow. Passport customer support is great.

However, when I do need help, Pat at Passport is the best. He understands the software as well as the accounting side so he is able to troubleshoot quickly and effectively.

In 2015 for example, we plan to purchase the MRP module (reasonably priced). Customer service has been 5-star for our company, with prompt and helpful support when we need it.

I can say that [SENSITIVE CONTENT]  in customer service has made my job better and easier. All the employees that I have dealt with at PBS have been wonderful.

It has been a great experience. Wonderful guidance , easy use, highly recommend.

I love the fact it is so user friendly. Most of all the customer support is.

Bill is easy use O/E or  A/R side can be used like we have many customer charge and pay later.

The company does not offer tech support so you have no other choice.

FOR THE PRICE IT IS THE BEST ACCOUNTING PROGRAM OUT THERE. YOU WILL NOT BE DISSATISFIED.

It is super easy of use and a real time saver.

My staff is so familiar with the functions that  to choose an alternative would be too costly from a purchase to a training standpoint.

Right now if you order more then ONE item you cant see the second item etc till you print to correct errors made when ordering.

We are thrilled with the decision we made to use the Passport Software for our ACA compliance.

The only problem I am having is setting up direct printers.

My only complaint is that I have trouble finding transactions. The system allows searches on several factors but not always the one I know.

We used to have to set the time back on our server to invoice in the previous month. That became harder to do because of the new virtual server we were forced to change to when our old server crashed.

Passport is a real accounting program with good audit trails. They have excellent  customer service and are always willing to assist with any issue we might be having.

One of my favorites is the manufacturing side which is logical, easy to use and is as massive and multi-leveled as a user is willing to go.

I have had positive feedback from several customers about the changes to their invoices and statements. I like that I can copy and paste long descriptions from a Word document into a Passport invoice.

Transition from Passport and Counterpoint to Passport Business Solutions.

The software itself was easy to use and understand but we were most impressed by the customer support provided by Passport.

US Dollar

Microsoft Dynamics 365 is a cloud-based CRM ecosystem for small, medium and enterprise organizations, with a focus on Sales, Field Service, Customer Service complete with strong integrations with Microsoft’s other Office 365 offerings like Teams, Outlook, Excel & Word.

The Microsoft Dynamics 365 ecosystem has offerings ranging from lead and opportunity management, marketing, field service, IOT, customer service, mixed reality and project service automation all allowing for a more frictionless engagement with your customers.

Microsoft Dynamics CRM is available for software-as-a-service (SaaS) deployment as well as on-premises complete with a nice user interface for mobile and desktop as well as a technology stack that ensure database security. Dynamics 365 also offers strong API capabilities to help integrate to your other critical systems.

LongDescription

Support Ticket Management

Employee Management

Forecasting

Multi-Channel Marketing

HR Management

Purchase Order Management

Status Tracking

Internal Chat Integration

Lead Capture

Document Storage

Activity Tracking

Customer Segmentation

Dispatch Management

General Ledger

Bank Reconciliation

Financial Analysis

Sales Pipeline Management

Supply Chain Management

Task Scheduling

Financial Management

Calendar/Reminder System

Project Management

Knowledge Management

Pipeline Management

Customer Database

Calendar Management

Collaboration Tools

Activity Management

Sales Trend Analysis

Campaign Scheduling

Warehouse Management

Scheduling

ROI Tracking

Data Import/Export

Campaign Planning

Lead Generation

Email Templates

Consolidation/Roll-Up

Integrated Business Operations

Self Service Portal

Contact Management

Content Management

Lead Management

Multi-Currency

Email Marketing

Mobile Access

Fixed Asset Management

Online Invoicing

Sales Reports

Dashboard Creation

Compliance Management

Performance Metrics

Multi-Department/Project

Training Management

Data Connectors

Expense Claims

Multi-Channel Communication

Marketing Automation

KPI Monitoring

Lead Segmentation

Workflow Management

Email Management

Budgeting/Forecasting

Visual Analytics

Activity Dashboard

Invoice Processing

Reporting & Statistics

Knowledge Base Management

Data Visualization

Invoice Creation

Time & Expense Tracking

Accounts Payable

Chat/Messaging

Work Order Management

Customizable Templates

Cash Management

Mobile App

Billing & Invoicing

Conversion Tracking

Lead Nurturing

Interaction Tracking

Expense Tracking

Income & Balance Sheet

Customizable Branding

Spend Management

Asset Lifecycle Management

Reporting/Analytics

Contact Database

Trend Analysis

Lead Qualification

Accounts Receivable

Payroll Management

Single Page View

Supplier Management

Requisition Management

Customer History

Point of Sale (POS)

Third-Party Integrations

Maintenance Scheduling

Windows 7

Windows Vista

Windows XP

Mac OS

Linux

HP-UX

Solaris

Unix

IBM OS/400

Web browser (OS agnostic)

Windows 2000

Windows 8

Windows 10

Customer Insights: From $1500 Per tenant/month
Customer Voice: From $200 per tenant/month
Sales Professional: $65 per user/month
Sales Enterprise: $95 per user/month
Sales Premium: $135 per user/month
Microsoft Relationship Sales: $162 per user/month

Please contact Microsoft for further pricing details.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

2-10

11-50

51-200

201-500

501-1000

1000+

Dynamics 365

Documentation

PBS Accounting is robust professional level accounting software that fits a wide range of businesses and grows with your company. The CashPoint version acts as back end accounting for NCR Counterpoint.
Flexible, up to the minute reporting – business intelligence and decision support information at your fingertips.
Compliance with regulatory requirements, including the Affordable Care Act and Sales and Use Tax management and reporting.
Easy to use, excellent live, US-based support, affordable for small businesses. On-premise software.



Real Time Analytics

Revenue Recognition

Tax Management

Electronic Payments

Recurring/Subscription Billing

Customizable Reports

Access Controls/Permissions

Production Management

Material Requirements Planning

Order Management

Credit Card Processing

Traceability

Passport Business Solutions is modular - buy only what modules you need and add on as you grow. 

Dynamics 365 vs PBS Accounting

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

Popular Comparisons