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Microsoft Dynamics 365 Review

Microsoft Dynamics 365
Our score: 9.2 User satisfaction: 96%

What is Microsoft Dynamics 365?

Microsoft Dynamics 365 is a cloud-based customer relations management tool, it is basically a repackaged version of Dynamics CRM Online, which has been broken down into applications, combining Dynamics ERP and CRM solutions into a singular cloud-based platform. The new solution can now be customized with the introduction of two applications, PowerApps and Flow. PowerApps gives you the ability to create mobile apps while Flow is a workflow engine that can run with third-party apps.

The platform is made up of integrated solutions that enable businesses to improve lead tracking, field service automation, boost sales and enhance operations that utilize mobile devices and cloud-based business applications. The system is loaded with business solutions that help drive sales, customer support, financial management and all around operations. These are deployed individually or as a suite of tools, working in sync or as a part of a complete software solution.

Microsoft Dynamics 365 has apps that support devices running on iOS, Android and Windows Phone. You can avail of these tools offline, enabling you to work even without an Internet connection with data automatically synced upon reestablishment of a connection. The solution integrates seamlessly with Outlook, Lync, SharePoint, OneNote, Word and other Microsoft applications.

These integrations are very useful as they minimize double entry aside from saving time. The product likewise fosters collaboration as Yammer facilitates interaction among users and enable them to add individuals to meetings and projects. Also, users and others working on documents can view where their counterparts are working in real time.

Overview of Microsoft Dynamics 365 Benefits

Cloud-based customer relations management solution Microsoft dynamics is essentially a repackaged version of the former Dynamics CRM Online tool, which was broken down into individual applications. It combines Dynamics ERP and CRM solutions into a single cloud-based service. What’s new is that Microsoft Dynamics is highly-customizable, with the product sporting two applications–PowerApps and Flow. With PowerApps, you can create mobile applications while workflow engine Flow can run with third-party applications.

Microsoft Dynamics 365 is composed of integrated tools that allow businesses to do tasks that include lead tracking, field service automation, increase sales, improve mobile device operations and cloud-based business apps. The product has a plethora of features that can help improve your sales, financial management, customer service and overall operations. These tools can be deployed individually or as a total suite, working together or as part of a total solution.

The product has a wide variety of applications that support iOS, Android and Windows Phone devices. These can be availed of online so that you can go on with your work even in the absence of an Internet connection, however, data are automatically synced once connection has been reestablished. Microsoft Dynamics 365 seamlessly integrates with Outlook, Lync, SharePoint, OneNote, Word and other Microsoft applications. These integrations enable you to reduce double entry and save valuable time. Collaboration is also fostered as the solution’s Yammer integration promotes user interaction and allow them to add people to meetings and projects. It likewise enables users and others working on documents to view in real time where their counterparts are working.

Microsoft Dynamics 365’s mobile app has been greatly enhanced, providing a more personalized workspace, to help you to quickly complete tasks. It displays a list of priorities that reminds you of important tasks ahead. The dashboard is pleasant to the eyes and optimized, taking minimal scrolling on your part. It allows you to create notes in-line inside forms, enabling you to view vital details while taking notes. You may also integrate your device with the app, which will give it access to your device’s camera and other features.

The service has a connected field service feature, which aids service organizations in shifting to a proactive and predictive service model. It mixes monitoring and predictive maintenance with machine learning and Internet of Things. This feature results in reduced downtime and automatic alerts from all devices. Remote tracking of devices are also possible with the feature, with customers assured that they are always in the know.

Using the software, you can also optimize resource scheduling. This can be done by programming the solution to automatically schedule multiple items regularly. This will lessen travel time while enabling you to use schedulable resources more efficiently. With resource scheduling optimization, you can take into account hurdles and objectives such as resource availability, duration, time windows and required skills.

Overview of Microsoft Dynamics 365 Features

  • Customer insights
  • Editable grids
  • Web API enhancements
  • Activity sorting control
  • Programmatic management of product properties
  • Define access permission for modular business apps
  • Use form scripts to add icons with tooltip text for view columns
  • Client APIs for creating and managing records in Dynamics 365 mobile clients
  • Server-to-server authentication
  • Process enhancements
  • Sitemap designer for apps
  • Power BI
  • Dynamics 365 app for Outlook
  • Cortana Integration

What Problems Will Microsoft Dynamics 365 Solve?

Microsoft Dynamics 365 solves a vast number of problems that businesses encounter everyday. It eliminates the need for time consuming troubleshooting processes. For example, the software can connect email, calendar and contact data as it has Outlook/Exchange sync capability. It likewise can come up with contracts and letters from CRM and consolidate into existing contracts.

The platform also has social listening tools that allow you to find out for yourself what your contacts are tweeting about, this is apart from automatically analyzing case topics. And because the solution is a single pane application that has USD, you need not switch between it and other apps. Immersive excel online integration, meanwhile, lets you edit CRM data using Excel while PowerBI dashboards in CRM allow you to see data outside the CRM.

The product also fills in lead information for you with its InsideView Insights, which you can access with the Pro license. It likewise facilitates communication, Its integration with Skype/Skype Business allows you to make calls by simply clicking names. Lastly, Microsoft Dynamics 365’s lead scoring and list building/validation feature enable you to determine which lead to call first.

Microsoft Dynamics 365 Position In Our Categories

Since companies have unique business-related requirements, it is logical that they avoid buying an all-in-one, ideal solution. Be that as it may, it is nearly futile to find such a software system even among branded software products. The better thing to undertake is to jot down the varied essential functions that call for a deliberation like critical features, price terms, technical skill aptitude of staff, company size, etc. Then, you must do the research through and through. Have a look at some Microsoft Dynamics 365 evaluations and look into each of the software programs in your shortlist more closely. Such detailed research makes sure you stay away from ill-fitting applications and select the system which has all the aspects you require company requires.

Position of Microsoft Dynamics 365 in our main categories:

TOP 20

Microsoft Dynamics 365 is one of the top 20 CRM Software products

If you are considering Microsoft Dynamics 365 it may also be a good idea to investigate other subcategories of CRM Software collected in our base of B2B software reviews.

Since each company has specific business requirements, it is sensible for them to desist from searching for a one-size-fits-all faultless software application. Needless to say, it would be futile to try to find such an app even among widely used software solutions. The intelligent thing to do would be to list the various essential aspects that require consideration such as main features, finances, skill levels of employees, company size etc. Then, you should do your homework thoroughly. Read some Microsoft Dynamics 365 CRM Software reviews and check out each of the other apps in your shortlist in detail. Such in-depth groundwork can ensure you reject ill-fitting applications and select the system that offers all the features you need for business success.

How Much Does Microsoft Dynamics 365 Cost?

Microsoft Dynamics 365 Pricing Plans:

Free Trial

Dynamics 365 Plan

From $210/user per month

Unified Operations Plan

From $190/user per month

Customer Engagement Plan

$115/user per month

Applications and Offers

From $40/user per month

Dynamics 365 Plan – From $210/user per month

  • Finance and Operations
  • Retail
  • Talent
  • Sales
  • Customer Service
  • Project Service Automation
  • Field Service
  • Microsoft Social Engagement
  • PowerApps

Additional users:

  • Team Members – $8/user per month
  • Operations Activity – From $50/user per month
  • Operations Devices – From $75/device per month

Unified Operations Plan – From $190/user per month

  • Finance and Operations
  • Retail
  • Talent
  • PowerApps

Additional users:

  • Team Members – $8/user per month
  • Operations Activity – From $50/user per month
  • Operations Devices – From $75/device per month

Customer Engagement Plan – $115/user per month

  • Sales
  • Customer Service
  • Project Service Automation
  • Field Service
  • Microsoft Social Engagement
  • PowerApps

Additional users:

  • Team Members – $8/user per month

Applications and Offers – From $40 to $170/user per month

  • Retail
  • Talent
  • Sales
  • Customer Service
  • Project Service Automation
  • Field Service
  • Microsoft Relationship Sales
  • PowerApps

Additional users:

  • Team Members – $8/user per month

All Plans include:

  • Data security
  • 99.5% uptime SLA
  • Office 365 integration
  • Phone and web support

User Satisfaction

Positive Social Media Mentions 91
Negative Social Media Mentions 2

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Microsoft Dynamics 365 reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Microsoft Dynamics 365. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Android
  • Mac
  • Web-based

Deployment

  • Cloud Hosted
  • On Premise

Language Support

  • English
  • Dutch
  • Polish
  • Turkish
  • Swedish

Pricing Model

  • Monthly payment
  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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Microsoft Dynamics 365 Comparisons

Microsoft Dynamics 365 user reviews

A great sales tool

Read full review >
Roderick
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 12.09.2019 Company Size: More than 100 Employees Industry: Medical Devices

Microsoft Dynamic CRM comes with great set of features that make your workflow even more smooth

Read full review >
Joanna
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 08.09.2019 Company Size: More than 100 Employees Industry: Chemicals

Good CRM, certainly on its way to become best

Read full review >
Victor
3/5

Overall impression

3/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 03.09.2019 Company Size: More than 100 Employees Industry: Computer Software

Reliable and complete sales management CRM that takes care of overall business

Read full review >
Dinesh Srinivasan
4/5

Overall impression

5/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 31.07.2019 Company Size: More than 100 Employees Industry: Information Technology and Services

Strong and innovative solution, but tricky customization (CRM 2013)

Read full review >
Kim
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 30.09.2018 Company Size: More than 100 Employees Industry: Insurance

What are Microsoft Dynamics 365 pricing details?

Microsoft Dynamics 365 Pricing Plans:

Free Trial

Dynamics 365 Plan

From $210/user per month

Unified Operations Plan

From $190/user per month

Customer Engagement Plan

$115/user per month

Applications and Offers

From $40/user per month

Dynamics 365 Plan – From $210/user per month

  • Finance and Operations
  • Retail
  • Talent
  • Sales
  • Customer Service
  • Project Service Automation
  • Field Service
  • Microsoft Social Engagement
  • PowerApps

Additional users:

  • Team Members – $8/user per month
  • Operations Activity – From $50/user per month
  • Operations Devices – From $75/device per month

Unified Operations Plan – From $190/user per month

  • Finance and Operations
  • Retail
  • Talent
  • PowerApps

Additional users:

  • Team Members – $8/user per month
  • Operations Activity – From $50/user per month
  • Operations Devices – From $75/device per month

Customer Engagement Plan – $115/user per month

  • Sales
  • Customer Service
  • Project Service Automation
  • Field Service
  • Microsoft Social Engagement
  • PowerApps

Additional users:

  • Team Members – $8/user per month

Applications and Offers – From $40 to $170/user per month

  • Retail
  • Talent
  • Sales
  • Customer Service
  • Project Service Automation
  • Field Service
  • Microsoft Relationship Sales
  • PowerApps

Additional users:

  • Team Members – $8/user per month

All Plans include:

  • Data security
  • 99.5% uptime SLA
  • Office 365 integration
  • Phone and web support

What integrations are available for Microsoft Dynamics 365?

  • Sharepoint
  • Outlook
  • Exchange
  • Yammer
  • One Note
  • Power BI
  • Office 365
  • Dynamics AX
  • Dynamics GP
  • Dynamics NAV
  • ESB Integration

Microsoft Dynamics 365 average rating:

Average score
4.6/5 (20 user reviews)
4/5

Overall impression

5/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Write your own review of this product

ADD A REVIEW

The most favorable review

Ernestine

PROS: I like that Microsoft Dynamics allows me to create specific activities so I can assign them to other employees and this makes my work even more organized. I can create customized dashboards and control other dashboards at the same time. It provides me with ability to use Advanced Find so I can segment and export contacts to use them in marketing purposes. In addition, I can set up automatic emails based on behaviors in CRM so everyone in the company can stay organized. Furthermore, this system is well integrated with other software like marketing automation platforms.

CONS: Sometimes the updates of Microsoft Dynamic CRM crash the entire system.

Reviewed 1 year ago

Read full review >

The least favorable review

Anonymous Reviewer

PROS: There's no real positive feature of Dynamics except that it's comprehensive. But it does everything painfully though. The problem with a lot of reviews is that they only get the first impression of the software and they don't have the time to truely use the software on a daily basis with real data and customers. The company I work for has been using Microsoft Dynamics for around a year and it has been a complete nightmare since day one. As a result I strongly recommend companies not use Microsoft Dynamics.

CONS: Microsoft Dynamics is littered with critical technical issues. We have been having continuous issues with data deleting itself without our consent or any forewarning. This has cost our company considerable time and money and loss of data. Worst of all their support is horrible. They are difficult to get hold off and you get thrown around many Microsoft departments and no one knows anything about Microsoft Dynamics specifically. From my experience I believe there are only 2-3 actual technical support operators in the Asia Pacific region and this is for Microsoft's flagship CRM product. Microsoft has shown little interest in resolving our technical issues we have had with our very stock standard and most up to date cloud version of Microsoft Dynamics. The interface is complex and clunky and when performing actions and tasks it's like playing a slot machine you don't know if you're going to get lucky and it will work or whether you will encounter a completely unintelligible error message. There's also very little compatibility with other modern cloud platforms like Zendesk and MailChimp. The software is slow and it feels like it is normal operating system software working through a cloud connector rather than software written for the cloud. You should not purchase Microsoft Dynamics, you will run into technical issues and when those issues occur there will be no support to assist you. If something goes wrong and you need to restore data you will be stuffed and your business will be significantly disrupted. Microsoft Dynamics isn't cheap either, and you will likely need the help of consultants/contractors who have used it before to get it working for you. Our company if currently assessing alternative CRM's.

Reviewed 3 years ago

Read full review >

More reviews from 20 actual users:

Sort by:

Latest
  • Latest
  • Most useful
  • Most positive
  • Most negative

A great sales tool

Read full review >
Roderick
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 12.09.2019 Company Size: More than 100 Employees Industry: Medical Devices

PROS: The sales team loves MD CRM customization. No wonder! We've filtered down useful resources to a micro level, and we have a great overview of what we are doing. Personally, I'm involved in territory planning, so you can imagine how glad I feel to search by favorized criteria (areas, regions, sizes, types). The fact that our entire data (from contacts to sales outcomes) is gathered in one place only makes it better.

CONS: Syncing time is too challenging for the nature of my job, it displays all nearby accounts, not just mine. But I'm still not sure who has the fault, it might be the way we customized it. However, the mobile app is not that admirable, so I think they should really think of extending its efficiency. ''Go back", for instance, takes you on top of the list instead of the last tab you had opened.

What do you think about this review? Great Poor

Microsoft Dynamic CRM comes with great set of features that make your workflow even more smooth

Read full review >
Joanna
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 08.09.2019 Company Size: More than 100 Employees Industry: Chemicals

PROS: I really like this new version of Microsoft Dynamic, the updated mobile client is way richer and it meets all our company’s needs. We are satisfied with the Excel templates and pipeline funnel reporting because we can easily push of data right to our users’ desktop.

CONS: It can be little difficult to learn the record creation and routing rules. I’m currently learning to accept the new site map editor but I feel it’s not as flexible as it was. I’d like to see even more configuring options.

What do you think about this review? Great Poor

Good CRM, certainly on its way to become best

Read full review >
Victor
3/5

Overall impression

3/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 03.09.2019 Company Size: More than 100 Employees Industry: Computer Software

PROS: I always joke how we exhausted the program and there is no team out there that is relying on it more than we do. But it's somehow true, you know-we went from on-prem to cloud CRM, and we began to bear fruit from this smart decision. Updates come smoothly, and disaster recovery stands there pitch-perfect, even if I don't believe we're going to use it.

CONS: I can't say if it's us or the program, but at a certain point we lost our marbles completely. Let's assume it was an initial shock of having data in the cloud-now we've recovered, and online performance feels like our second nature. What I do mind is high-dependency on connection quality, that one should improve for sure.

What do you think about this review? Great Poor

Reliable and complete sales management CRM that takes care of overall business

Read full review >
Dinesh Srinivasan
4/5

Overall impression

5/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 31.07.2019 Company Size: More than 100 Employees Industry: Information Technology and Services

PROS: inexpensive, easy to explore and learn, simple to use Well-coordinated with other Microsoft apps and items It allows teams to collaborate and share leads, opportunities and other communication at ease Provides the highest level of integration and customization with third party applications The power platform with Power apps, BI, MS Flow etc offers manageable utilities for any business

CONS: It requires proper training for new users to understand its functions.

What do you think about this review? Great Poor

Strong and innovative solution, but tricky customization (CRM 2013)

Read full review >
Kim
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 30.09.2018 Company Size: More than 100 Employees Industry: Insurance

PROS: As a current user of Microsoft Office Ribbon, I find the interface familiar and easy to navigate. The system does untie hands to do your own customization, as for instance to manipulate field traits, to form layouts, and even to manage your entire business flows. You're absolutely free to add views, entities, and dashboards; and you're in permanent control of who is seeing them. I couldn't complain on integrations or security either, the guys really thought of everything.

CONS: As a developer, I might have an extended list of requirements, but I honestly think there are gaps that even savvy users can see. For instance, inconsistency with every possible code-promotion model (doesn’t refer to unmanaged solutions only, but the managed ones too). Movement is not among the things you're controling, not even with TSF. Modest users would compensate with SDK kits or third party software, but in a developers' world, you must have a method that stops overwriting, or moves and deploys elements. This way, I'm updating elements in target deployment manually, and it exhausts me. Another thing that takes control out of my hands are limited field transformations (only by names, not by roles). What do you do then, when your entire system is based on them?

What do you think about this review? Great Poor

This software makes us more organized and productive

Read full review >
Ernestine
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 13.09.2018 Company Size: 11-50 Employees Industry: Human Resources

PROS: I like that Microsoft Dynamics allows me to create specific activities so I can assign them to other employees and this makes my work even more organized. I can create customized dashboards and control other dashboards at the same time. It provides me with ability to use Advanced Find so I can segment and export contacts to use them in marketing purposes. In addition, I can set up automatic emails based on behaviors in CRM so everyone in the company can stay organized. Furthermore, this system is well integrated with other software like marketing automation platforms.

CONS: Sometimes the updates of Microsoft Dynamic CRM crash the entire system.

What do you think about this review? Great Poor

Packed with values, but intuitive

Read full review >
Mike
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 03.05.2018 Company Size: More than 100 Employees Industry: Pharmaceuticals

PROS: At first sight, the program seems and feels pleasant, and most of the people would not expect its functionality to blow minds. But the program has everything it needs, and even if it didn't, customization would still make it the most suitable tool for your business.

CONS: Dealing with CRM software is never free of kinks, I bet you know that already. I mind, for instance, that you have to reactivate the duplicate detection rules each time you publish metadata on an entity. It’s really frustrating, but I've seen worse.

What do you think about this review? Great Poor

Adored Microsoft Dynamics CRM!

Read full review >
Karen
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 16.04.2018 Company Size: More than 100 Employees Industry: Real Estate

PROS: Easy and friendly customization for non-techies to tailor work according to their needs and wishes. As a real estate administrator, I customize excellent acquisition solutions, even if technology is not my strongest side. That's why I think that all sales professionals should get hands around it. It works, especially if you're on the hunt for an affordable Salesforce substitute.

CONS: You need at least 5 users to get a subscription. Launching will be an issue, having in mind that guides are not exactly easy to follow. However, there are many online sources you could use to prepare for it.

What do you think about this review? Great Poor

Easy to use and helpful tool

Read full review >
Garrett
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 04.04.2018 Company Size: More than 100 Employees Industry: Insurance

PROS: This is easy to use and easy to learn platform and it can be used by almost everyone. Lot of our team members do not have some special tech skills but after some tutorials they enjoy working with Microsoft Dynamic CRM.

CONS: It would be great if they could add more updates so we can follow up current trends. And they could make more tutorials so we can better learn about the changes within the system.

What do you think about this review? Great Poor

Complicated at the beginning, but extremely powerful once you get hands around it

Read full review >
Christie
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 03.04.2018 Company Size: More than 100 Employees Industry: Building materials

PROS: There are plenty of implementation options for your company to turn this software into a valuable CRM asset. Frankly, it will take time and energy to exploit its full potential, but once you do, processes will start driving the system without you being involved.

CONS: The system is not something you could describe as easy. In fact, you'd have to employ some previous knowledge of Microsoft programming languages, or at least the basics of Micorsoft administration processes. The system offers a wide range of possibilities, and the portion you're going to use depends on the time you're investing to learn. Besides, learning Microsoft Dynamics CRM never stops: you have to stay updated on any transformation of its dynamics. This was a huge issue for our company because each time that we recorded a training video, we had to update it only after few months.

What do you think about this review? Great Poor

We are very satisfied with Microsoft Dynamic CRM tool

Read full review >
Simon
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 17.03.2018 Company Size: 11-50 Employees Industry: Management Consulting

PROS: There is great navigation and integration with Microsoft Outlook. We successfully integrated the Office 365 and Outlook. It provides me with valuable reports and it allows me to create custom queries. The export feature to Excel is great and helpful. I’m using this feature on a weekly basis for pulling internal reports. We have an ability to track traffic and views on our website, we get customer record and information of their email and web pages that they have visited.

CONS: We haven’t experienced any kind of issue with Microsoft Dynamic.

What do you think about this review? Great Poor

Extremely powerful and helpful tool

Read full review >
Jessica
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 16.03.2018 Company Size: 11-50 Employees Industry: Architecture & Planning

PROS: I like that there are lot of things you can do with this software Microsoft Dynamic. We are using it for managing customer and product information. In addition, it allows us to synch customer data and to keep track of the behavior of our traffic on the website. The product is really helpful especially the UI, it is easily customizable. I like that I can keep track of all data we need to better run our company starting from demographic info, product info to customer purchasing patterns.

CONS: They could make the UI more intuitive. Also, we needed to upgrade our site entirely so we could “talk” our website and Dynamics.

What do you think about this review? Great Poor

Awesome user experience

Read full review >
Ted
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 30.01.2018 Company Size: More than 100 Employees Industry: Mechanical or Industrial Engineering

PROS: There are many things to like about Microsoft Dynamics CRM: Importing leads is almost effortless, organizing accounts and contacts is accurate, and source campaigns are so accessible that one can track leads and orders from their origin. We made use of various filters to produce solid marketing lists because we were able to determine ROI for each campaign separately.

CONS: Processes know to be too long, I would prefer them more seamless.

What do you think about this review? Great Poor

A review of Microsoft Dynamics CRM

Read full review >
Christian
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 28.01.2018 Company Size: More than 100 Employees Industry: Information Technology

PROS: It is mainly a collaboration app that does an awesome job for extracting Excel functions, updating bulk reports, and it is well-integrated with Outlook. Very compact and easy to use. It is working much better than our previous software, even if we're just starting to deploy it. Our current goals are to integrate it with other social systems (Dynamic Pivot tables, Yammer, etc). So far, we got to love the intuitive interface and the clean process it provides.

CONS: We thought that, unlike classic CRM, this app would be a solution for shorter loading times, and will have more editable grids to reduce clicks. Those are the only things that the system needs to be perfect, this way it is simply running short of user confidence.

What do you think about this review? Great Poor

The CRM is good, but not perfect

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Jeannette
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 25.01.2018 Company Size: More than 100 Employees Industry: Computer Software

PROS: A rare combination of effortless customization and functionality, indeed. Builds great reports, and monitors all contacts, activities and accounts to give a better perspective on opportunities. We have separate workflows where we extract Excel data, and that's admirable for a CRM. It also has a unique hierarchy which segregates permissions and database access for different users and teams. Best of all: The entire team gets on board without training.

CONS: The CRM is awesome until you try to bring your internal processes inside. On top of the licensing costs we paid, we had to invest in immodest configurations, and that was not what we expected. I think that in the end it will cost arms and legs to cover all updates (they come as separate versions and you pay for each one separately). We're using the 2011 version, and our agents have a hard time accessing data out of office, especially without being connected to a VPN. Newer versions are probably better, but they are a luxury we cannot afford.

What do you think about this review? Great Poor

One of the best marketing and sales solution

Read full review >
Virgil
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 17.01.2018 Company Size: More than 100 Employees Industry: Information Technology and Services

PROS: I have to say that thanks to this software the workflows are even more powerful than they used to be. CRM offers great set of features like Project management, Portals and others that are great for end-customer especially when they get integrated modules into the apps. Our developers are very satisfied with the simplicity of customization and configuration. The Auto record creation allows creation of any type of records.

CONS: In my opinion, they could improve the Outlook connector and I don’t like that they constantly change the UI. The new navigation is not intuitive for newbies. In addition, HTML editors and file uploading features need some work. Also, I don’t have great experience with this tool and Gmail. Furthermore, they could include even more features to Social Panel so the developers can modify and work easier.

What do you think about this review? Great Poor

It’s Microsoft product

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Lila
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 09.01.2018 Company Size: More than 100 Employees Industry: Electrical

PROS: MD CRM tool provides great integration with Outlook. The cloud-based version is full packed and there is no need to hire an IT expert because everything is handled perfectly by Microsoft. It is Microsoft product, so you don’t have to worry about thing.

CONS: You need to customize it so it can suite your needs, and this can be difficult.

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Give it a try, I highly recommend this Microsoft product to everyone

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Roman
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 31.12.2017 Company Size: More than 100 Employees Industry: Outsourcing/Offshoring

PROS: MD 365 CRM allows me to set tasks and open cases within Citrix environment, to have everything at my fingertips and to organize my whole work. I’m able to open calendar and set a task. I really like how this system works with other apps like CSPro and Avaya.

CONS: When working within this program it tends to open new windows when there is no need or to move to some other areas within one window instead of opening new tab. I believe they could improve this issue in near future.

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If you are already familiar with Microsoft Office then you won’t have trouble using this one

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Archie
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 25.12.2017 Company Size: 11-50 Employees Industry: Computer Software

PROS: I like the simplicity of the product especially when it comes to edit lists by using its editable grids, there is no need to export data and saving it on desktop in order to create bulk edits or even pivot tables. There is great integration with SharePoint and OneDrive.

CONS: I have experienced that the setup of the software can take longer than expected, and what I mean by that is the fact that this tool forces you to strip things down to what you need unlike other software that start simple and allow you to add on functionality.

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Our company regrets using Microsoft Dynamics and I advise companies not to use it.

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Anonymous Reviewer
1/5

Overall impression

1/5

Customer Support

1/5

Value for Money

1/5

Ease of Use

Published on: 16.12.2016 Company Size: 11-50 Employees Industry: Accounting

PROS: There's no real positive feature of Dynamics except that it's comprehensive. But it does everything painfully though. The problem with a lot of reviews is that they only get the first impression of the software and they don't have the time to truely use the software on a daily basis with real data and customers. The company I work for has been using Microsoft Dynamics for around a year and it has been a complete nightmare since day one. As a result I strongly recommend companies not use Microsoft Dynamics.

CONS: Microsoft Dynamics is littered with critical technical issues. We have been having continuous issues with data deleting itself without our consent or any forewarning. This has cost our company considerable time and money and loss of data. Worst of all their support is horrible. They are difficult to get hold off and you get thrown around many Microsoft departments and no one knows anything about Microsoft Dynamics specifically. From my experience I believe there are only 2-3 actual technical support operators in the Asia Pacific region and this is for Microsoft's flagship CRM product. Microsoft has shown little interest in resolving our technical issues we have had with our very stock standard and most up to date cloud version of Microsoft Dynamics. The interface is complex and clunky and when performing actions and tasks it's like playing a slot machine you don't know if you're going to get lucky and it will work or whether you will encounter a completely unintelligible error message. There's also very little compatibility with other modern cloud platforms like Zendesk and MailChimp. The software is slow and it feels like it is normal operating system software working through a cloud connector rather than software written for the cloud. You should not purchase Microsoft Dynamics, you will run into technical issues and when those issues occur there will be no support to assist you. If something goes wrong and you need to restore data you will be stuffed and your business will be significantly disrupted. Microsoft Dynamics isn't cheap either, and you will likely need the help of consultants/contractors who have used it before to get it working for you. Our company if currently assessing alternative CRM's.

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Reviewed By Jenny Chang
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