Dynamics 365 Reviews

Pros

Great tool to maintain CRM tools. Customer information and their products.

Cons

The layout is not very customer friendly to work with.

Pros

Has a lot of important and useful features

Cons

New user needs a lot of time to get used to it

Alternatives Considered

SAP Business One

Reasons for Switching to Dynamics 365

Microsoft products familiarity inside the team

Pros

We used dynamics to organize our contacts, leads, partners, and sales pipeline. It allowed us to keep files and information on all our contacts

Cons

It was very hard to use. The functionalities were not clear and it was a little outdated. It was not very intuitive on keeping sales timelines and keeping track of activity in an easy way to manage. When we switched to another CRM platform, the export was also a headache.

Pros

Dynamics 365 provides a comprehensive set of enterprise-grade business tools and applications that can streamline operations, improve customer service, and increase productivity. Its intuitive user interface is easy to use and the platform is highly customizable, allowing users to tailor the system to their specific needs. The integrated reporting and analytics tools provide valuable insight into business performance, helping users make informed decisions.

Cons

One of the drawbacks of Dynamics 365 is the cost. The cost of the software can be prohibitive for some businesses, particularly smaller organizations. Additionally, the learning curve associated with the platform can be quite steep, making it difficult for new users to get up and running quickly.

Pros

1) Lead managment2) Opportunity Management3) Reporting4) Sales Funnel Managment5) Timely Follow ups6) Sync with Outlook emails

Cons

1)Entering for Contact details could be automated2) Sync of Account & contact could be in more easier form

Pros

Very easy software to use.Accurate reporting in real time.Intuitive UI, makes life easier.Easily customizable.

Cons

The only con I found for this is the price.Too costly for a new company to use this.

Pros

Dynamics 365 helps get the customer view with lot of precision. The application captures the inputs directly from the participants and has many features that plot the data. It reduces the cost and also improves throughput.

Cons

Sales support timeslot is restricted to only work hours.

Pros

Integration with other Microsoft products such as Office 365, which makes it easy to share data and collaborate with other teams

Cons

Customization and integration can be complex and time-consuming, which may require specialized knowledge and resources and The cost of the software, which can be expensive for some businesses, especially for those that only need a subset of its features.

Pros

The business management is very easy with dynamics 365. The enterprise resource planning is also very easy with it. The field service management is very good and the social media marketing can also be done very easily with dynamics365.

Cons

I feel like the billing and invoicing needs to be even more improved with even more personalization option being made available. The sales pipeline management also need to be improved.

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

I have utilized this product for more than a half year now and over those months I have seen it develop and improve at an astounding rate. With the presentation of Flow/Power Automate and Canvas Apps the capacities of this business application stack are unrivaled. You are genuinely just restricted by your own creative mind. Microsoft gives extraordinary record the board assets that will help keep you on the bleeding edge. From a value point of view, Dynamics is serious. What you escape the case can't be moved by any contender to be specific, Salesforce. You will spend a fortune to get a similar utility from a Salesforce execution. Salesforce and contenders likewise don't have anything like Azure. Having the entirety of your business application biological system under such an umbrella is staggeringly amazing.

Cons

With the online adaptation, we have run into hardly any issues, however we do sporadically run into moderate execution. This isn't frequently, however when it happens (slow page revives, particularly in the planning instrument) it very well may be agonizing for our clients. Working out the usefulness can be fairly convoluted when planning custom highlights and furthermore following security and jobs adopts a deliberate strategy to check security of information and protection.

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

My husband and I have tried to use other CRM's throughout our businesses young life, but we settled on Microsoft Dynamics 365 and we absolutely do not regret it. It has grown and improved throughout the last two years, at a rate that has honestly surprised me. This application has helped tremendously with business organization and accounts payable. The price is extremely competitive, especially considering its rival app, Salesforce.

Cons

Support has not given ideal situations of help. They are very rude and do not seem to understand anything that is being asked when it comes to the technical point of the application. Within the application there is a section for planning instruments, when the page needs to be refreshed it is extremely slow and sometimes makes the entire application crash.

Alternatives Considered

Salesforce Sales Cloud

Reasons for Choosing Dynamics 365

This was an easy decision to make the switch. Not only was it expensive but it was not extremely helpful at staying organized.

Reasons for Switching to Dynamics 365

We chose Dynamics over staying with Salesforce because of the price and the ability to remain organized.

Pros

The breadth of features across Field Service and typical CRM are impressive overall. The scheduling capabilities in Field Service (and now available for other scheduling items) are second to none (at least in other items compared to).

Cons

With the online version, we have run into few problems, but we do occasionally run into slow performance. This is not often, but when it does occur (slow page refreshes, especially in the scheduling tool) it can be painful for our users.

Alternatives Considered

eMaint CMMS, Salesforce Sales Cloud and UpKeep

Reasons for Switching to Dynamics 365

Overall we are focused on Microsoft's technology stack, including Office 365. The integration options with D365, O365 and things like PowerAutomate and PowerBI for instance led us to keep Microsoft's product and reimplement.

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

Elements 365 accompanies a full cluster of highlights and usefulness that permits following of customers, interchanges, possibilities, openings, and the full connection with your contacts. It's mix with standpoint and capacity to be hand crafted as far as fields and perspectives gives it a possibility to include and cover all your organization's needs.

Cons

With the online transformation, we have run into scarcely any issues, anyway we do inconsistently run into moderate execution. This isn't often, anyway when it occurs (slow page restores, especially in the arranging instrument) it might be anguishing for our customers. Working out the value can be genuinely tangled when arranging custom features and besides following security and occupations receives an intentional methodology to check security of data and insurance.

Alternatives Considered

NetSuite, SAP Business One and Acumatica Cloud ERP

Reasons for Switching to Dynamics 365

The eventual fate of this item is unfathomably brilliant and the expense to section is low to the point that there is no motivation not to try it out on the off chance that you figure it can support you.

Pros

As no systems are islands anymore, selecting a system that is in the heart of Microsoft's strategy enables integrations to many common systems like Office 365, datalakes, Power BI, e-signature solutions etc. with small effort. The power of the underlaying Power Platform and also the rest of the Microsoft stack makes it incredibly powerful.

Cons

Licensing is a bit complex and hard to understand.

Alternatives Considered

Salesforce Service Cloud, Oracle PeopleSoft, Salesforce Marketing Cloud, Lime Go, Lime CRM, Salesforce Sales Cloud, Siebel CRM and Salesforce Platform

Reasons for Switching to Dynamics 365

It is so much easier to adapt to the business and enable digitilization with the underlying Power Platform to a level that none of the above can do.

Pros

It promises to deliver a comprehensive client management system, databases information for perusal by its users, and has a lot of potential.

Cons

The user interface is atrocious. Pages which should be full windows are contained in scroll bars in my browser window

Tables within these windows are not scaleable and are improperly scaled. This cuts off row lables, column headers, and information which I would like to read but cannot

Drop-down menus are not generated automatically

Timesheets are sliding-windows nested within sliding-windows nested within sliding windows, all of which are compressed to less than half the height of my screen by an incompressible block of data.

Timesheets wipe information without warning. New lines added to timesheets occasionally do not register, do not save, prevent submissions for review, and are undetectable until I close the timesheet, the information I entered is wiped, and I spend an hour trying to discern which portions of my billable (BILLABLE! I work by the hour, time spent on this costs my company money, costs me money by way of lost income earned in performance reviews, blatantly ruins my day, and ruins the fidelity of my timesheets by forcing me to try and back out my work for the day)

The TIMER feature in timesheets, a STOPWATCH feature that should be a simple start/stop, cannot properly roll over between hours. If you restart the timer on a line, because (god-forbid) you start a task and the timer, stop the task and a timer, start a new task and a new timer, stop a new task and a timer, and restart the original task and its timer, the thing cannot simply add more time to the original line. No, when it reaches the next hour (1.4 -> 1.9 -> 2.0 -> 2.1 is expected and correct behavior) it just fails entirely, and continues to neglect full hours going forward. (1.4 -> 1.9 -> 0.0 -> 0.9 -> 0.0 -> 0.9 -> 0.0 -> 0.9). This is a baseline thing which i would consider only a slight step up in difficulty from not deleting my activity description (which CRM does frequently)

But why am I having to rank timesheet features by difficulty? My company has paid for Dynamics 365 services, and it is functional to the minimum degree.

Contact entries cannot be related to more than 3 cases? The "Recent Cases" table on the right is not one table - it's FIVE IDENTICAL TABLES arranged vertically along the right side of the screen. Of these, the top and the bottom entries CANNOT be used, and attempting to associate the Contact to a Case returns an error. The MIDDLE THREE tables only accept ONE ENTRY each - my contact is associated with DOZENS of case files, and I am limited to THREE?

This list goes on. This product is awful. This is absolutely awful. DO NOT purchase this product. I am a baseline wage-earner in my company, and am not whatever customer-relations / customization employees Microsoft use to field customer complaints / cater this service, but whatever they are doing is doing done poorly.

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

What features are most impactful?Dynamics 365 offers a wide range of features that are impactful for businesses, depending on their specific needs and requirements. Some of the most impactful features include sales and customer management, marketing automation, project management, financial management, inventory management, reporting and analytics, and document management.Is the product easy to use?Dynamics 365 has a modern and intuitive user interface, making it easy to use for businesses of all sizes. However, due to the extensive features and capabilities of the product, some users may require some training or onboarding to fully utilize the platform.Was integration with your existing business processes easy?Dynamics 365 offers seamless integration with existing business processes and applications, thanks to its open API architecture and broad range of third-party integrations. However, the ease of integration may vary depending on the complexity of the existing business processes and applications. It is recommended to consult with an expert or Microsoft partner to ensure a smooth and successful integration.

Cons

Are there features you feel are missing or could be improved?There are a few features that I feel are missing or could be improved, such as a more comprehensive inventory management system and more customizable reporting options.Are there aspects of the product that are difficult to use?While the product has a lot of useful features, some aspects of it can be difficult to use, particularly for users who are not familiar with CRM or ERP software. It can also take some time to learn how to navigate and customize the interface.Was integration with your existing business processes difficult?Integrating Dynamics 365 with our existing business processes was not difficult, as the software is designed to be compatible with a wide range of systems and platforms. However, it did require some initial setup and configuration to ensure that everything was working properly.

Pros

1. Comprehensive functionality: Dynamics 365 offers a wide range of features that cover all aspects of business operations, making it a one-stop shop for business management needs. From sales to marketing, financial management, project management, and customer service management, Dynamics 365 has got you covered.2. Scalability: The modular structure of Dynamics 365 allows businesses to choose only the modules they need, which makes it highly scalable. It can grow with the business and adapt to changing needs without the need for a complete overhaul.3. Integration with other Microsoft products: Dynamics 365 integrates seamlessly with other Microsoft products, such as Office 365, making it easy to manage all aspects of the business from a single platform. This helps to streamline operations and increase productivity.

Cons

1. Cost: Dynamics 365 can be expensive for some small to medium-sized businesses. The software has a subscription-based model, and the cost can quickly add up as users increase. Additionally, the software may require additional licensing fees for some of its advanced features.2. Complexity: Dynamics 365 can be overwhelming for some users who are not familiar with its structure and features. The software has a steep learning curve, and it may take some time for users to fully understand its capabilities and how to use them effectively.3. Customization: Although Dynamics 365 offers a high level of customization, some users may find it challenging to configure and maintain. The software requires some technical expertise to set up and integrate with other systems, which may not be feasible for some businesses.

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

It offers a well-known client experience thus offers the conventional look and feel of a Microsoft item. In case you are acquainted with Office items or you are utilizing SharePoint at work for your framework, at that point this is a strong choice to consider.
It works the same locally or in the cloud. Users can utilize Dynamics Customer Relationship Management in case you are utilizing on-premise information stockpiling, are 100% in the cloud, or utilizing a half breed arrangement of information the board.
Microsoft dynamics doesn't expect users to buy framework. There are zero foundation ventures that users should make. Users are not required to keep up this stage either, in light of the fact that Microsoft handles everything at their end. The duty of users is basic: input significant data into the Customer Relationship Management framework, at that point use it.

Cons

It is streamlined to work with other Microsoft items. Microsoft Dynamic expects users to know their stuff, thus at the point when new businesses initially get moving, the business procedure may not be as smooth as it should be. There probably won't be an information following instrument or system set up to catch client information, potential leads, and other basic data for the business channel. Microsoft Dynamics sometimes does not take into account server code alteration.

Pros

MS Dynamics Axapta is the ERP tool I've used for more than 2 years now, and is really worth the investment for your company. Report generation, forms customization, ledger/voucher creation /posting is all a piece of cake for this tool.

Cons

The installation process is pretty heavy, but also not very subtle at times and requires good domain knowledge and expertise.

Pros

an easy to use interface that makes it simple for clients to explore and utilize its different highlights, without requiring broad specialized knowledge.Additionally, it coordinates with other Microsoft items, for example, Office 365 and Power BI, making it simple for organizations to work with the instruments they as of now us.Dynamics 365 is a cloud-based arrangement, and that implies that it very well may be gotten to from anyplace with a web association and doesn't expect organizations to keep up with their own servers

Cons

Dynamics 365 is a somewhat costly arrangement, especially for organizations that require different licenses or extra customizations. it can require some investment for clients to get comfortable with its elements and capabilitie.it may not be all the best fit for all organizations, especially those with restricted spending plans or extraordinary necessities that require broad customization or mix with non-Microsoft frameworks.