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.

I had my proposal template converted and it looked awful and I had to pay for it. You allow google sheets integration but not google docs so I can work on my normal proposal format.

It’s very easy to use and very friendly for people that aren’t so good with computers.

Ease of use, clean layout, clean user interface, great tutorials available, quick response to questions.

It's cloud hosted, and offers a very slick app to access from mobile devices. The standout to me is comparison to similar products is the ease of estimating job costs.

Amazing!!! I absolutely love having job progress (JP) to manage and grow my business.

The Old timers here understand it as well and that huge. I am very satisfied with the company and highly recommend them.

Workflow functionality / customization is fantastic.

Adding photos messed the app up which made my job frustrating.

The tracking and scheduling of customers is very nice. It has nice reporting options.

Ease of use and functionality are very good for all aspects of managing job.

I've had a wonderful experience with the software and support when needed. JobProgress is doing a wonderful job.

Errors constantly on form creation while using mobile device. Jobs hide when they are transferd  from sales people.

Being able to quickly generate an estimate to a proposal is very helpful in our office. I like the act that the photos are easily accessible.

As I am learning  more about the program the more I am realizing that it is helping the company as a whole. I absolutely love this program and will possible us it until I cant anymore.

This software is awesome full user friendly. Third party integration in this software is awesome.

EVERYTHING to be totally honest with you! it is so user friendly and easy to use and the support is outstanding.

It was easy to initially integrate, but the program capability is a mile wide and an inch deep. You don't have to scratch too far to hit bottom in any area.

I love that it is linked to Quickbooks and sends notices when customers view and accept contracts. Customer service is great.

Beta version is impressive and when we received a demonstration at the IRE, we were really excited with the capabilities.

Customer support is top notch - very quick to respond. Ease of use emailing customers.

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

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

Leap makes it easier for home improvement businesses to win and manage jobs. Whether you’re a neighborhood contractor or a national franchise, you get the tools you need to handle everything from sales to production management to customer service – all in a single CRM. 

Too many contractors struggle with a painful process that undermines the great work they do. Estimates take too long. Paperwork piles up. Schedules never sync. And it all adds up to real frustration for homeowners and real costs for you. 

With Leap, you can bring it all together with the tool that helps you manage more in one place, from leads and estimates to production management and communications. 

Leap comes with fully custom onboarding and setup to seamlessly integrate into your business. It’s the essential tool that every contractor needs to move off paper, present a professional experience to homeowners, and win more jobs.

Leap integrates with many of the industry-leading tools you already use, such as Quickbooks, CompanyCam, Angi, EagleView, SRS Distribution, and SalesPro.

Project Workflow

Safety Management

Subcontractor Management

Plumbing Estimating

Permit Management

Mobile Alerts

Time Tracking

Project Templates

Customizable Reports

Proposal Generation

Progress Tracking

Industrial

Real-Time Monitoring

Contract/License Management

Electronic Signature

Invoice Management

Timesheet Management

Projections

Communication Management

Job Management

Customizable Fields

Customer Portal

Client Tracking

What-if Analysis

Mobile Signature Capture

Material Ordering

Accounting

Multiple Projects

Historical Database

Aerial Measurement

QuickBooks Integration

Project Time Tracking

$55 per month, per user after an initial one time fee of $500.

Dynamics 365 vs Leap

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