Price

$40

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Microsoft Dynamics 365 REVIEW

CRM Software

19 user reviews
USER SATISFACTION 96%
OUR SCORE 9.2
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dynamics.microsoft.com

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

Position of Microsoft Dynamics 365 in our main categories:

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20

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

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20

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


If you are considering Microsoft Dynamics 365 it might also be a good idea to analyze other subcategories of Best CRM Software gathered in our base of B2B software reviews.Customer Service Software, Online CRM Software, Social CRM Software

It's crucial to keep in mind that virtually no app in the CRM Software category is going to be an ideal solution that can match all the needs of various business types, sizes and industries. It may be a good idea to read a few Microsoft Dynamics 365 reviews first as specific services can dominate only in a really narrow group of applications or be prepared with a really specific type of industry in mind. Others can work with a goal of being simple and intuitive and consequently lack advanced elements welcomed by more experienced users. There are also apps that support a wide group of users and provide a powerful feature toolbox, but this frequently comes at a more significant cost of such a software. Ensure you're aware of your needs so that you buy a service that has all the elements you search for.

How Much Does Microsoft Dynamics 365 Cost?

Microsoft Dynamics 365 Pricing Plans:

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

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.

POSITIVE SOCIAL MENTIONS

91

NEGATIVE SOCIAL MENTIONS

2

Video

Technical details

Devices Supported
  • Windows
  • Android
  • Mac
  • Web-based
Language Support
  • English
  • Dutch
  • Polish
  • Turkish
  • Swedish
Pricing Model
  • Monthly payment
  • Quote-based
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
  • Freelancers
Deployment
  • Cloud Hosted
  • On Premise

What Support Does This Vendor Offer?

  • PHONE NO.
  • TICKETS

What are Microsoft Dynamics 365 pricing details?

Microsoft Dynamics 365 Pricing Plans:

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

User reviews


User reviews in total: 19

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10
1
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Average Rating:

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The most favorable review

Kim

3 weeks ago


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?

The least favorable review

Anonymous Reviewer

2 years ago


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.

Published 3 weeks ago
Verified
user
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...



What do you think about this review? Great Poor
Published 3 weeks ago
Verified
user
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...



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Published 4 weeks ago
Verified
user
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...



What do you think about this review? Great Poor
Published 2 months ago
Verified
user
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,...



What do you think about this review? Great Poor
Published 2 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 3 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 3 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 3 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 3 months ago
Verified
user
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...



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Published 4 months ago
Verified
user
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....



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