Dynamics 365 Reviews

Pros

I have used this software for over 7 years and over those years have seen it grow and improve at a remarkable rate. With the introduction of Flow/Power Automate and Canvas Apps the abilities of this business application stack are unmatched. You are truly only limited by your own imagination. Microsoft provides great account management resources that will help keep you on the cutting edge.

From a price perspective, Dynamics is very competitive. What you get out of the box cannot be touched by any competitor namely, Salesforce. You will spend a fortune to get the same utility from a Salesforce implementation.

Salesforce and competitors also do not have anything like Azure. Having all of your business application ecosystem under such an umbrella is incredibly powerful.

Cons

I have had less than ideal interactions with support. Mostly they are positive but often times they don't typically know enough about the product and will ask me for information that i already provided in detail upon initial case submission. That being said, this product is innovating and improving so much you can't possibly expect all the people supporting it to be 100% on top of their game. They SHOULD be but realistically you are going to run into people that are just intermediaries between you and someone that can actually help. This isn't really a Dynamics issue at all but you will need to rely on support if you go with an online installation.

Alternatives Considered

Salesforce Sales Cloud

Reasons for Switching to Dynamics 365

Cost is incredibly good, Azure, vibrant community of support. Microsoft is heading in a direction I am trying to go.

Pros

Integrating a variety of functionalities, like as CRM, ERP, and business intelligence tools, Dynamics 365 provides a comprehensive company platform. Businesses may now run their operations in a way that is more streamlined and effective thanks to this.Flexibility: Due to Dynamics 365's high degree of flexibility, enterprises can modify the platform to suit their own demands and specifications.Scalability: Dynamics 365 is built to expand together with your company. You can quickly add new features and functionality to the system as your business grows, ensuring that it stays current and helpful over time.Mobility: Dynamics 365 is available on any device and from any location. Employees are able to work remotely and maintain a constant connection to the company thanks to this.Dynamics 365 has robust business intelligence tools that allow organizations to examine data, acquire insights into their operations, and base decisions on current information.Collaboration: Dynamics 365 comes with a variety of collaboration capabilities that let staff members effortlessly share information and collaborate, increasing productivity and efficiency.Overall, Dynamics 365 is a robust and adaptable business platform that gives companies the tools they need to properly manage their operations. Businesses of all sizes and types can benefit from its integration, flexibility, scalability, mobility, insights, and collaboration capabilities.

Cons

Customization: Dynamics 365's capacity to be altered is both a strength and a drawback. For smaller companies or those that have limited IT resources, modifying the platform could prove to be practical because it needs technical know-how and takes time.Integration with other systems: Dynamics 365 is made to work with other Microsoft products, although third-party system integration can be more difficult and may call for more resources and knowledge.Overall, Dynamics 365 is a strong and adaptable business platform, but it might not be the ideal choice for every company. Businesses should think about the platform's possible negatives before implementing it because of its complexity, cost, learning curve, customization, and involves combining.

Pros

Scalable and customizable to fit business needs.

Cons

Higher cost compared to some other software options.

Pros

Dynamics 365 is an incredibly powerful platform for businesses to manage their operations and customer service. It provides a comprehensive suite of tools to help manage workflows, customer relationships, and more. The integration with other Microsoft products is seamless, making it easy to access data and collaborate with colleagues.

Cons

While Dynamics 365 is a great tool, it can be challenging to learn and understand. The complexity of setup and customization can be daunting for new users, and the cost of the platform can be prohibitively expensive.

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

Pros

This is a full feature solution that can integrate in a ERP system with lost of options

Cons

It looks lime it was developed years ago and has not changed much. The mobile application is not great and the customization is difficult, long and expensive

Alternatives Considered

Salesforce Sales Cloud

Reasons for Choosing Dynamics 365

Tigerpaw was limited and not easy to use

Switched From

Tigerpaw Software

Reasons for Switching to Dynamics 365

At the time it seemed to be the better solution. Things have evolved and it looks like Dynamics lags behind the times

Pros

One of Dynamics 365's most praised characteristics is its broad utility and adaptability. It offers a wide range of features and tools that can be customized to suit the particular needs of various business sizes and sectors. The scalability and simplicity of use of the cloud-based platform make it a popular choice for businesses looking to streamline their operations and increase output.

Cons

The intricacy and steep learning curve of Dynamics 365 are among the most frequently voiced criticisms. Some users have complained that the platform is intimidating and challenging to use, particularly for those who have never used ERP or CRM software before. The pricing structure can also be perplexing due to the numerous lisencing choices and add-ons that can result in a sizeable expense. To handle these problems, Microsoft has been trying to enhance the user experience and streamline the pricing scheme.

Pros

-this software can be customized easily to meet the business needs , and it's easy to configure and maintenance, I highly recommend this software.- I love the customer service module this is important part of dynamics 365 and I will recommend Dynamics 365 for any organizations has call center because it's Saving user time, reducing operational cost and increasing customer satisfaction

Cons

- Many organizations now need to shift their employees from working on desktop computers to tablets, but Dynamics CRM has limited features in Tables and mobile apps.- Data storage limits ,it's need to increase storage .- need more enhanced in report part , it's difficult to customize

Pros

Booking and ensuring the viability of work operations requires the fantastic tool that is Microsoft Dynamics 365. We can effectively manage each member of our crew thanks to Microsoft Dynamics 365. What I have been appreciating about Microsoft Dynamics 365 is its reliability, for which I am grateful. Use and modification have not been difficult.

Cons

It seems as though not much has changed since it was developed years ago. The mobile app is not very good, and customizing it is challenging, time-consuming, and pricey.

Pros

It's easy to use by end user and easy to integrate with thrid party.

Cons

Nothing to tell about this product and most of the security reason options disabled

Pros

The completely offline features are what we loved for our Field Service. RESCO's flagship product offers plenty of flexibility and advanced functionality. But in general, it's a good way to empower workers in this space to provide mobility and be able to view tasks, customer records, contact information, and so on completely offline.

Cons

The product is not ready for release. The development suffers from system malfunctions and important features were removed from the release and roadmap without warning. I was also surprised to ignore non-US international regulatory requirements (currency exchange and management, existing ISO standards, VAT requirements). But what surprised me the most was Microsoft's general ignorance and lack of accountability. Despite many requests, I haven't spoken to anyone who can actually talk about product direction and roadmap. I was sandwiched between disconnected dev teams fixing a critical bug, but they don't seem to be talking to each other.

Alternatives Considered

InfoFlo

Reasons for Switching to Dynamics 365

This software features exceptional performance more than other software programs we have tried. The software has been hierarchical. Since the beginning of the year, one of my employees was not reliable with InfoFlo, but with this software he has improved his proficiency 75%. My favorite thing is that it's easy to use it and gives more value to my money from other software programs. There are many features that other software programs do not address.

Pros

Dynamics 365 is a powerful and comprehensive business management solution that has helped streamline our operations and improve efficiency. The user interface is intuitive and easy to navigate, and the system offers a wide range of features and tools that can be customized to fit our specific needs. The integration with Office 365 is seamless and has greatly improved collaboration and communication within our team.

Cons

The initial setup and implementation of Dynamics 365 can be a bit complex and time-consuming, and there is a bit of a learning curve for new users. The cost of the system can also be a bit on the high side, especially for smaller businesses

Pros

The system was easy to customize. We were able to add membership modules which captured all the biodata of the Sacco's membership which is roughly 20,000 members. This data could easily be retrieved at a click of a button without buffering or delays. We went ahead and captured passport photos and even digital signatures and ID photocopies of the members and the system did not crash.

The reporting module is easy and simple, there are sample reports and we were able to also create so many ad hoc reports without a challenge. The reports we could export to different formats for further analysis out of Dynamics.

The Asset management module also worked so well for us, we were able to have all the assets captured into the system and their depreciation done well and on time.

We customized the Financial/operations module which captured the Sacco loaning/lending to the members and how they were able to repay the loans on time taking into consideration the loan aging process.

Over all this is a good software but it needs some technical know how to customize and tweak areas of interest and you will be able to automate the whole business.

Cons

The software needs some improvement on the financial module. The new IFRS 9 Accounting Standard being implemented by savings and lending cooperative societies require that the data is captured accurately and the reporting is accurate. This is still a challenge.

Alternatives Considered

Temenos Transact

Reasons for Choosing Dynamics 365

Ability to generate Reports, capture loads of member biodata and ability to use the financial and operation modules with ease.

Reasons for Switching to Dynamics 365

Dynamics was affordable and within out budget.

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.

Pros

Dynamics 365 is a powerful tool that provides a wide range of advantages for businesses of all sizes. One of the main advantages of Dynamics 365 is its ability to integrate with other systems, such as Office 365 and LinkedIn, allowing businesses to streamline their operations and improve efficiency. Dynamics 365 also offers a variety of features that can help businesses automate processes, such as sales and marketing automation, customer service automation, and project management. Additionally, Dynamics 365 provides businesses with a comprehensive view of their data, allowing them to make better decisions and improve their bottom line.Another advantage of Dynamics 365 is its scalability. Whether a business is just starting out or is a large enterprise, Dynamics 365 can be tailored to meet its specific needs. This means that businesses can start small and grow as they need to, without having to invest in new systems or migrate data.Finally, Dynamics 365 provides businesses with a robust security system that ensures that their data is protected from unauthorised access. This includes multi-factor authentication and encryption, as well as compliance with industry standards such as SOC 2 and ISO 27001.

Cons

In all aspect its great but price is slightly higher on side.

Alternatives Considered

Salesforce Sales Cloud, ERPNext, SAP Concur and ePROMIS ERP

Reasons for Switching to Dynamics 365

First, Dynamics 365 offers a comprehensive suite of tools that can be tailored to meet the specific needs of a business. This means that businesses can start small and grow as they need to, without having to invest in new systems or migrate data.Second, Dynamics 365 offers a wide range of automation features that can help businesses streamline their operations and improve efficiency. This includes automation of sales and marketing, customer service, and project management.Third, Dynamics 365 offers a robust security system that ensures that business data is protected from unauthorised access. This includes multi-factor authentication and encryption, as well as compliance with industry standards such as SOC 2 and ISO 27001.Fourth, Dynamics 365 is integrated with other systems, such as Office 365 and LinkedIn, which allows businesses to streamline their workflow and improve efficiency.Finally, Dynamics 365 offers a comprehensive view of data, which allows businesses to make better decisions and improve their bottom line.

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.

Alternatives Considered

Salesforce Platform

Reasons for Choosing 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.

Reasons for Switching to 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.

Pros

The following are what I mostly like about Dynamics 365:1. Integration: Dynamics 365 integrates with other Microsoft applications, as well as third-party tools, making it easy to manage data across multiple systems.2. Customization: Dynamics 365 is highly customizable, enabling organizations to tailor the software to their specific needs and workflows.3. Scalability: Dynamics 365 is scalable, meaning it can grow with the needs of the organization.4. Cloud-based: Dynamics 365 is cloud-based, making it easy to access and use from anywhere, on any device.5. Business intelligence: Dynamics 365 includes powerful business intelligence tools that enable users to generate insights from data and make informed decisions.

Cons

Below are some of the limitations of dynamics 365:Cost: Dynamics 365 can be expensive, especially for smaller organizations.Complexity: Dynamics 365 can be complex and difficult to set up and customize, requiring significant technical expertise.Data security: As with any cloud-based software, there are concerns around data security and privacy.Training and support: Organizations may require additional training and support to fully utilize the features and capabilities of Dynamics 365.Limited offline access: Dynamics 365 requires an internet connection to access, so offline access may be limited or unavailable in some situations.

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.

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.

Alternatives Considered

Teamwork and Teamwork CRM

Switched From

Teamwork

Pros

There are many features of Dynamics 365 that I like, but some of the things that stand out to me include:Scalability: Dynamics 365 is a scalable platform that is suitable for businesses of all sizes and industries. This makes it a flexible and versatile solution that can grow with an organization as its needs change.Integration with other Microsoft products: Dynamics 365 integrates seamlessly with other Microsoft products, such as Office 365 and Azure, which can help users access and share data across different applications and streamline workflows.Customizability: The platform is designed to be customizable, allowing users to tailor it to their specific business needs and goals. This can help users get the most out of the platform and ensure that it meets their specific requirements.Range of tools and features: Dynamics 365 includes a wide range of tools and features for managing customer relationships, operations, and finances. This makes it a comprehensive solution that can help organizations streamline their workflows and make better informed decisions.Overall, I think Dynamics 365 is a powerful and versatile business application platform that can help organizations of all sizes streamline their operations and make better informed decisions

Cons

As with any software platform, there are potential drawbacks to using Dynamics 365. Some things that I might not like about the platform include:Complexity: Dynamics 365 can be complex to set up and customize, particularly for those who are not familiar with the platform. This can make it challenging for users to get up and running with the platform and may require a significant investment in training and support.Cost: Depending on the specific features and tools that an organization needs, Dynamics 365 can be a relatively expensive solution. This may not be feasible for smaller organizations with limited budgets.User interface: Some users may find the user interface of Dynamics 365 to be less intuitive or user-friendly compared to other platforms. This can make it more challenging for users to navigate the platform and may require a learning curve.Overall, while Dynamics 365 is a powerful and versatile business application platform, it may not be the right fit for every organization due to its complexity, cost, and user interface. It is important for organizations to carefully evaluate their needs and consider the potential drawbacks before deciding whether Dynamics 365 is the right solution for them.

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.

Pros

When it comes to lead generation in Dynamics 365, these are the most likeable features:1. Comprehensive Contact Management2. Automated Marketing Processes through integration with other systems3. Robust Lead Tracking and Analysis tools4. Customizable Dashboards for real-time insights5. Seamless Integration with Microsoft Technologies for improved collaboration and information sharing.These features make it possible for organizations to manage their customer interactions, automate lead generation processes, track and analyze marketing campaigns, monitor lead generation efforts, and collaborate more effectively, ultimately driving growth and achieving their goals.

Cons

One such area is the user interface, which some users may find to be less intuitive or harder to navigate compared to other solutions. This could result in a longer learning curve for new users or a less efficient experience for those who are used to a different interface.Another area of concern is the level of customization available in Dynamics 365. While the software provides a lot of flexibility in terms of configuring workflows and customizing fields, some users may find that certain aspects of the platform are not customizable enough to meet their specific needs.Finally, the cost of Dynamics 365 may also be a barrier for some organizations, as the software can be more expensive than other solutions with similar capabilities. This may be especially challenging for smaller organizations with limited budgets.

Pros

Customer Relationship Management (CRM) Capabilities: Dynamics 365 includes CRM capabilities for managing sales, customer service, and marketing. It provides tools for managing customer interactions, tracking leads and opportunities, managing customer inquiries and cases, and creating targeted marketing campaigns.Enterprise Resource Planning (ERP) Capabilities: Dynamics 365 includes ERP capabilities for managing financials, supply chain, inventory, manufacturing, and human resources. It provides tools for managing financial transactions, procurement, production planning, warehouse management, and payroll.

Cons

Vendor Lock-In: Dynamics 365 is a Microsoft product, and organizations that choose to adopt it may become dependent on Microsoft's ecosystem and roadmap for future updates and enhancements. This may limit flexibility and options for switching to other ERP or CRM solutions in the future, leading to vendor lock-in.Continuous Updates and Changes: Dynamics 365 is a cloud-based solution that receives regular updates and changes from Microsoft. While these updates often bring new features and improvements, they may also require organizations to adapt to changes in the user interface, workflows, or features, which may require additional training and change management efforts.

Pros

Everything in one place such as Sales, Marketing, Finance, Field service, Customer Service, Operations and the automation which is not available in other products that are in the market right now. Most likable thing is customer support of Dynamics which I didn't see any other ERP or CRM team provide. It enables me in a real sense to be productive, intelligent in decisions and it was very very easy to adopt. Accessing and managing from PC, Mobile or a Web Browser makes it more accessible and more powerful. The look and feel (Controls/features/UI) for a different kind of user is another best thing which makes it standout. Both Enterprise and Business edition are fantastic when it comes to their design and functionalities, and the integrations with office 365 and other social apps give a lot more control and features and security which no any other CRM or ERP can, that's why I love it.

Cons

It looks and feels kinda mashup of Microsoft Word, Outlook, Excel, etc then it's a bit difficult to use it with ease at the start, so the knowledge curve for the first time Microsoft product user is a little slower and challenging for the first time for the user who is not familiar with other microsoft products.

Pros

Reporting is made very easy with Dynamics, there are so many inbuilt templates for report and dashboard which can serve most of the needs. Our Sales flow has improve with Dynamic in place with better lead management. Sales team is most benefited as they feel equipped with the necessary information and they achieve better results. Page layout is very user friendly for all records, like opportunity, quote, account. The support team is very prompt and helpful, with their help you can use Dynamics to the best of it capabilities.

Cons

The only thing that I come across is, inline edit capability is not available in the reports. Apart I am very happy and satisfied using Dynamics