All Dynamics 365 Reviews

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Bernard

Retail, 11 - 50 employees

Used more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

Reviewed April 2022

Excellent CRM solution for unique uses

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Jeremiah

Verified reviewer

Computer Software, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed February 2022

Dynamics is a full featured tool

We have enjoyed working on the Dynamics CRM and it has greatly assisted us in customer and lead management across departments and the companyu.

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.

Reasons for switching to Dynamics 365

Much more limited functionality in Goldmine as well as Dynamics integration across the MS line of products (Outlook, Sharepoint etc..)

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Oussama

Verified reviewer

Automotive, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2020

dynamic 365 is in the field pro path o for easy tasks

from my experience on the automotive business using this product was a lot more better to go far in time into the first products of microsoft ,its easiness while interacting with your acceptable intuition uploaded for years into my memory helped me to escape so much time and filling it by learning so many other skills in the service of business , i have learned that time is money , my thought was aligned with the comprehend of the product which maintain your fuction into simplicity fasteness while its cost compairing to other products mostly cheaper

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

Reasons for switching to Dynamics 365

doing the switch from the excel helped me to know more about the fuctions of dynamics 365 whcih more developed and fasting growing in the market place while i have understand from my research its uploaded by other automotive business

Daniel

Wholesale, 1 employee

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2024

Comprehensive Business solution!!

PROS

Streamlines business operations effectively!!

CONS

It might take some time to get used to, but overall excellent

Ella

Financial Services, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

2

EASE OF USE

1

VALUE FOR MONEY

1

CUSTOMER SUPPORT

3

FUNCTIONALITY

1

Reviewed February 2024

Not Impressive

The system is not user-friendly and the functionality was disappointing.

PROS

The best part of Dynamics was being able to tag clients and the workflows.

CONS

We used to use Dynamics in our Outlook calendar and tasks, that function was taken away so now it is just another system we need to use and keep up to date.

vincent

Market Research, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2024

Business engineering through microsoft dynamics 365

Its scalability is superb since it suits all sizes of business right from the SMEs and the large enterprises.

PROS

Microsoft Dynamics 365 is one software that is comprehensive in its applicability and has offered me solution in my accounting. In this case, it has widely helped me in streamlining operations and at the same time improvement of efficiency.

CONS

I would note that this software is relatively expensive and not everyone can afford it

Reasons for switching to Dynamics 365

I needed a software that would integrate all I needed and this product offered this solution

Rexie

Transportation/Trucking/Railroad, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

FUNCTIONALITY

5

Reviewed March 2024

Advanced business functions

PROS

So much functionality across multiple apps within the suite as well as the bonus of working very well with common MS programs already in use. Has made project management from remote offices much easier

CONS

Pricing is higher than smaller competitors

MUKESH

Accounting, 501-1,000 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed February 2024

Very Smooth & friendly to use

Overall, it is very good Experience to use the dynamics 365

PROS

Dynamics 365 is very easy to use in accounting, because its interface is user friendly.

CONS

In Dynamics 365 we cannot change the posted entry.

Hailey

Construction, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2024

Great tool for any business

My experience has been great, I haven't run in to many issues I couldn't solve myself. and when I do have any issues I customer service is always so knowledgeable and helpful. Great tool for managing customer relations.

PROS

I like that There are just so many great tools included in this program to help business run smooth.

CONS

not much that I don't like about dynamics 365

Adam

Pharmaceuticals, 11-50 employees

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

2

FUNCTIONALITY

5

Reviewed March 2024

Microsoft at it again

It is an absolute necessity to business to have the dynamic 365 to do many day to day task on a medium to bigger level, Probably can get away with not using it in smaller businesses.

PROS

It is very easy to use and is task focused to get jobs done on an administration and creative level.

CONS

I think the price point on microsoft products need to go down a slight bit, they have been expensive since the 90's.

Anonymous

51-200 employees

Used weekly for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

CUSTOMER SUPPORT

3

FUNCTIONALITY

3

Reviewed March 2024

Usual Microsoft strengths and weaknesses.

PROS

Used whilst on client. I found MS Dynamics to be robust but unexciting. The usual Microsoft UI woes are in force, but it's v usable once you're used to it's quirks. Critically, it integrates fantastically with rest of MS suite.

CONS

UI (as always with Microsoft), Obtrusive updates

Jeff

Staffing and Recruiting, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

1

EASE OF USE

2

VALUE FOR MONEY

1

CUSTOMER SUPPORT

1

FUNCTIONALITY

2

Reviewed February 2022

Buyer Beware!!!

Overall not great, but what was most disturbing was discovering that when we made our decision to move to another ATS, we were not given our data in a free back-up file like every other ATS provider does. It was made clear that We Owned the Data, but we had to extract if ourselves. Not having the IT expertise to do so, we needed to contract with Microsoft Partners to get that data for us. The first partner was unsuccessful in getting our data. Ultimately the second partner was successful, but it cost us close to $10,000 to get what should have been provided to us free of charge. We were also required to subscribe for another year to their service so we would have time to have someone get our data, which took close to two months. As a result we were forced to use an ATS system for an additional year beyond what we had hoped. We were also not allowed to escalate our concerns about this process.

PROS

Integration with Microsoft Outlook for email tracking was decent.

CONS

To numerous to describe here in detail, however one particularly frustrating aspect of data collection was that, when entering notes on a candidate in a job pipeline, that data was not visible from the candidates general record. To see this information, you had to know to look in the candidate's file associated with their activity in a job pipeline.

Reason for choosing Dynamics 365

We thought being a Microsoft Partner would give us a advantage with the integration with Microsoft Outlook.

Reasons for switching to Dynamics 365

Needed a more powerful and user-friendly system

Elissa

Automotive, 501-1,000 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

3

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed December 2022

User Friendly Ms Dynamic 365

In overall, after year of using this software I am happy with this ERP/CRM tools that make my job more fruitful. It is easy to navigate, integrate with all module, upload mass data it is easier ever or even export the data in excel is just one click button.

PROS

So far this is the easier software I had been used in the past. The latest version is more enhance than the previous version. Further, compare with other ERP product there is no specific code list or criteria you need to remember prior you navigate certain report. It is user friendly and easy to navigate. I had been used for many year to work on analysis for business decision making. Beside, it is easy to customise the report to suit the current change in business environment.

CONS

The cost of implementing is pricey, not suitable for small scall business. The last I check with IT personnel, the minimum requirement is 5 license. But it is good to used if you are medium to big company and it work well for long run as it is easy to used.

Reason for choosing Dynamics 365

The decision is make by IT department based on the budget and functionality of the product

Rosalina

Insurance, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed February 2023

Microsoft Dynamics 365 Review: An in-depth examination of the benefits and drawbacks of the cloud-ba

Generally speaking, Microsoft Elements 365 is a strong stage that offers many highlights and capacities. While it may not be the best fit for each business, it tends to be an extraordinary answer for organizations hoping to combine their business processes, further develop efficiency, and scale their tasks. Nonetheless, organizations ought to know about the possible downsides, like the intricacy of the stage, cost, and restricted outsider mixes, prior to settling on a choice.

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.

Reasons for switching to Dynamics 365

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Audrey

Verified reviewer

Information Technology and Services, 10,000+ employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed June 2023

Being cloud-based, Dynamics 365 has many benefits

My company has benefited from the intuitive design, easy implementation, flexible configuration, potent customer relationship management features, and thorough analytics provided by this platform. If you're a business owner looking for a flexible and feature-rich platform to advance your company, look no further than Dynamics 365.

PROS

Dynamics 365 has been a game-changer for me in my role as a manager of social media and internal communications. It has given me the confidence to make data-driven decisions, improve customer connections, and optimize corporate operations.

CONS

So far, I haven't had any issues with the Dynamics 365 software, and I have no reason to expect any, as my employer guarantees regular updates to keep the software running well and prevent shipping delays.

Reasons for switching to Dynamics 365

My organization has tried utilizing other software in the past, but it hasn't been as user-friendly as Dynamics 365. Plan and schedule creation, and especially the straightforward inventory management tools, are strong suits for Dynamics 365.

Thomas

Biotechnology, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

Reviewed April 2022

Microsoft Dynamics 365

Great customer support during the entire integration and deployment process. Excellent training program for end users. Now that all users are on the same platform our internal support has progressed greatly.

PROS

We were looking for a new ERP system that offered mobility, as well as being able to integrate all of our offices into one platform. We had several locations using a number of ERP systems and standardizing on one system was a goal for deployment.

CONS

The deployment did have some hurdles in the way of transferring our older CRM into Microsoft Dynamics. We were working with several ERP and CRM systems.

Reason for choosing Dynamics 365

This software offered what we feel was the best flexibility option to integrate all of our ERP systems into one. Globally this was a challenge for us in the past, Dynamics solved this issue for us.

Reasons for switching to Dynamics 365

We were looking to upgrade our current ERP system that could be deployed in multiple locations throughout the US, Canada and the EU.

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Sarah

Verified reviewer

Retail, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

2

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2019

Great customizable software but a pain to learn/set up!

Overall this can be a fairly complicated software if you're used to more simple PM websites like Trello or Teamwork Projects. However, it is so customizable that it will basically work for any type of industry you're in. It helps us see all of our data, projects, production, and customer service in one spot instead of using different websites/softwares for each aspect of the business. I would highly recommend Dymanics, but go through their internal team to get it set up and take some training sessions first.

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.

Gytis

Building Materials, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

3

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed October 2020

Dynamics 365

That common look and feel also has very tight integration some of the Microsoft office types of products, so for if you're used to your spreadsheets and trying to figure out how you can continue to work within your spreadsheets either uploading information into Dynamics 365 or exporting from Dynamics 365 to excel it becomes a lot easier to do and it's fairly seamless from a integration prespective.

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.

User Profile

alfredo

Verified reviewer

51-200 employees

Used free trial

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

3

FUNCTIONALITY

3

Reviewed March 2018

The simplicity of the tool. It was easy to get used to.Adding SKU in bulk is also dynamic and useful

PROS

1296/5000 Like any CRM software, Microsoft Dynamics 365 allows your company to share communications, leads and opportunities to make the most of your team's time and effort. I particularly appreciate the integration with MS Outlook, although the plug-in is still a bit hard and significantly slows down performance. Integration with the complete package of Microsoft products. Level of customization and integration in third-party applications. The variety of different business line modules allows you to be used by many more people / departments than ever before. The integration of LinkedIn has made the collection of Sales Analysis much easier and has accelerated my ability to find references and presentations for new businesses. The integration of Outlook is also simple and easy to use and allows the tracking of all communications within the Sales module with a click of a button. What I like most is that I can track so many things in one place for my clients. I can see all the previous contacts, both by myself and by others. It is a place for all the documents, able to keep track of the completed tasks, the history of the client, etc. Out of the box, the system is ready to go, so if you have never used a CRM before, you can start using it directly. It is very easy to import data using Excel templates generated by Dynamics so that it does not start completely from the beginning. The system is also very easy to customize without the need of any programming knowledge.

CONS

A single contact record can not be associated with more than one company. Many of our clients manage multiple sites, so we have many duplicate contacts. Users often find the system frustrating when it does not work, it can be slow, there are problems with it working on Edge, and there are limits to the available customizations. The connector of Outlook is difficult to use, we have downloaded it with mixed success, sometimes decreasing the perspective at unusable speeds and others that are not reliable to use. Although personalization has come a long way since the first versions, there are still some things that could be useful, such as the possibility of accumulating opportunities from secondary accounts in the main account registry. Opportunity totals can be easily accumulated, but not the actual opportunity list. Licenses are limited to full access or read only, something in between would be useful too. You can not see the exact amount of data stored in your entities. This is a big problem if Dynamics 365 only offers a limited amount of storage in the cloud by CRM. For example, I believe that the first limit of memory beings in the cloud is 10 GB for entry-level CRM users. Like us, we have a lot of integration data and add-ons, which would be very nice to understand the amount of data that. It is not customizable for our commercial use. It is not a product as effective as something built for our commercial needs, like the Megaphone.

Ansuya

Arts and Crafts, 51-200 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2023

Review for Dynamics 365

As an individual user, my overall experience with Dynamics 365 has been positive. I have found the software to be powerful and flexible, allowing me to easily customize it to meet the specific needs of my business. The ability to integrate with other Microsoft products, such as Office 365 and Power BI, has been especially useful in streamlining and improving communication and efficiency across different departments. The unified view of customer interactions across different departments has also been a valuable feature, allowing me to gain a more complete understanding of my customers and make more informed decisions.One of the benefits I have realized by using Dynamics 365 is increased visibility and control over my business operations. The software has enabled me to automate many of my business processes, which has saved me time and resources. Additionally, the ability to access and analyze data in real-time has helped me to make more informed and strategic business decisions.The business problems that Dynamics 365 has helped me to solve include lack of communication and visibility across different departments, difficulties in tracking and managing customer interactions, and difficulties in making data-driven decisions. With Dynamics 365, I have been able to improve communication and collaboration across different departments, gain a more complete understanding of my customers, and make more informed decisions based on real-time data.

PROS

Dynamics 365 is widely regarded as a powerful and flexible software that can be easily customized to meet the specific needs of a wide range of businesses. I like the flexibility and customization options that Dynamics 365 provides. It allows businesses to tailor the software to their specific needs and processes. Additionally, I appreciate the ability to integrate with other Microsoft products such as Office 365 and Power BI, which can streamline and improve communication and efficiency across different departments. The ability to provide a unified view of customer interactions across different departments is also a valuable feature. It allows businesses to have a more complete understanding of their customers and make more informed decisions.

CONS

Additionally, the cost of Dynamics 365 can be high, particularly for businesses that require a large number of users or customizations. However, this complexity and cost can also be seen as an investment in the long-term benefit of having a fully functional and customized system that can provide significant improvement in the efficiency and effectiveness of the business process. It is worth mentioning that Dynamics 365 is a complex and feature-rich software, and some of these areas of improvement can be achieved via customization and integration with other systems, it depends on the use case and the specific requirements of the organization.

junaid

Computer Software, 51-200 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed March 2023

Comprehensive functionality: Dynamics 365

While Dynamics 365 has many strengths, some users have raised concerns about the cost of the platform and the level of support provided by Microsoft. Additionally, because Dynamics 365 is a comprehensive suite of applications, it can be overwhelming for some users to navigate and use all of the available features.Overall, Dynamics 365 is a powerful and versatile platform that can help businesses improve their operations and drive growth. Its comprehensive functionality, ease of use, and integration with other Microsoft products make it a great choice for businesses of all sizes and industries.

PROS

Comprehensive functionality: Dynamics 365 offers a wide range of modules and applications that can be customized to meet the needs of almost any business. Whether you're looking for CRM, ERP, or a combination of both, Dynamics 365 has you covered.Integration with other Microsoft products: As a Microsoft product, Dynamics 365 integrates seamlessly with other Microsoft products like Office 365 and Power BI, making it easy to share data and insights across your organization.

CONS

User-friendly interface: Dynamics 365 has a modern, intuitive interface that's easy to navigate and use, even for non-technical users. The platform is designed to be customizable, so users can easily tailor it to their specific needs and preferences.Cloud-based deployment: Dynamics 365 is a cloud-based platform, which means that users can access it from anywhere with an internet connection. This also means that updates and maintenance are handled by Microsoft, freeing up IT resources for other tasks.Strong analytics capabilities: Dynamics 365 includes powerful analytics and reporting tools that allow users to analyze data and gain insights into their business operations. This can help drive better decision-making and improve overall business performance.

User Profile

Lydiah

Verified reviewer

Financial Services, 201-500 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2023

I give Dynamics 365 it dues and acknowledge it as an all inclusive solution for my entire business

My experience with Dynamics 365 has been one worth noting. It is marked with a lot of fulfillment knowing that I've got the best especially CRM tool I can ever get.

PROS

Sales and Marketing has been on the rise like in the last 3years and many people are opting for it because of the freedom on your time and even you deciding what you will earn at the end of the day as well as leverage over your time. And this is where Dynamics 365 comes in to make your business operations soo seamless as well as maximizing on earnings. It is an absolute answer to businesses. First of all it's user friendly and Incase of any issues in implementation and use,then the customer support team is alert 24/7. Also it's total cost of adoption into your enterprise processes is quite reasonable. It's capabilities are on another level and can be used across all the departments. From finance to make informed decision and accelerate reconciled financial reportings as well as give a clear forecast on the financial trajectory of any business beacause on can view everything from payables,receivables, transaction dimensions,defferals,manage multiple currencies,bank account and assigning automatically audit trails.It is also an efficient CRM tool when integrated with the sales options and is useful to maintain an overview of contacts and their needs ,keep track of sales opportunities which will result to a boost in productivity. I believe if you can get hold of and just efficiently manage the above two department of your enterprise then we can consider it a successful one. But also tomention Dynamics 365 is useful to procurement ,HR,Project Management making it the best fit.

CONS

To be honest i have used Dynamics 365 for over 2years now and I have not experienced any downside at all. It even amazes me on it comprehensive capabilities and the fact that it can be used across multi-department is just soo fulfilling

User Profile

Gilmer

Verified reviewer

Food & Beverages, 10,000+ employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed September 2023

Easy to use and intuitive

Although there was an important adaptation phase when migrating our processes to this new platform, the benefits obtained far exceeded the investment made. The centralization of business data greatly facilitated my daily work and improved our efficiency. The customization of screens, reports and workflows allowed us to optimize processes according to our line of business. The flexibility and future expansion possibilities of the solution make Dynamics 365 a highly recommended option to centralize and integrate the operations of any company

PROS

I mainly liked the scalability and customization possibilities that Dynamics 365 offers. Its modules are designed flexibly to adapt to the specific requirements of each client. The centralized administration and the complete control it provides over data and business processes allow me to comprehensively manage all the company's information. Cloud architecture facilitates remote access and collaborative work between teams. Microsoft complete ecosystem of partners provides a wide range of complementary solutions to expand its capabilities

CONS

The aspect that I was least satisfied with is that some traditional CRM functionalities are a bit limited as it is mainly an app platform. The learning curve is also somewhat steep for users without experience in these types of solutions. The costs associated with additional modules and licenses can increase if a full deployment of all its capabilities is required. Maintaining security updates and patches also implies latency until complementary solution providers incorporate them

User Profile

Layne

Verified reviewer

Publishing, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

Reviewed July 2018

It's like Salesforce, except that many third party programs don't integrate with it.

PROS

It's fairly easy to navigate and find what you are looking for. It's the CRM we already had and we've built a number of internal integrations with it.

CONS

There are a few really bizarre things about the user interface. 1. The "save" button is at the very bottom, right-hand corner of the screen, where there are literally zero other buttons. It feels like the least intuitive place for something as important as a save button. When I first started using the CRM, it took me almost a week to realize you could actually save something. 2. The sign in process is as clunky as it gets. Every 24 hours, Dynamics signs you out automatically (not a big deal, Salesforce does this too). However, once you are signed out, instead of taking you to a page where you can sign back in, or do anything, it just takes you to a dead page that tells you that you've been signed out and suggests you close all your browser windows to then sign back in. The process is madness, and it hasn't changed. 3. When you are loading the home page, you typically want to search a record, so you start typing something in the search field. Just as the page is about to finish loading, it moves your cursor down to the "What's New" section to post something. The result is that I have a few posts that contain nothing more than partial account names that I was trying to search. The last major hang up is that very few workflow automation tools like Toutapp, Yesware, ect will integrate with Dynamics (mostly because so few of their customers actually use Dynamics). This has prevented us from buying the programs we want to use for our sales team.

Kereem

Accounting, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed June 2023

365Dynamics review

Many businesses find value in the comprehensive suite of applications, integration with the Microsoft ecosystem, and scalability it offers. The ability to customize the system to align with unique business needs is also appreciated.

PROS

Pros:Comprehensive Suite: It is a comprehensive suite of business applications that covers various areas such as sales, customer service, marketing, finance, and operations. This allows businesses to have a centralized system for their core functions.Integration with Microsoft Ecosystem: Dynamics 365 seamlessly integrates with other Microsoft products such as Office 365 and Power Platform, enabling users to leverage familiar tools and enhance productivity.Scalability: The platform is highly scalable, accommodating the needs of both small businesses and large enterprises. It can adapt to evolving business requirements and grow alongside the organization.

CONS

Complex Implementation: Implementing Dynamics 365 can be complex and time-consuming, particularly for organizations with intricate processes or existing legacy systems. It may require significant planning and expertise to ensure a smooth transition.Cost: Dynamics 365 can be costly, especially for businesses requiring multiple modules and advanced functionality. The licensing model and additional customization or consulting fees can contribute to a substantial investment.Learning Curve: The platform's extensive features and capabilities can result in a steep learning curve for users. Training and support may be necessary to maximize productivity and ensure effective utilization of the system.

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