# Compare AgencyBloc AMS+ vs Dynamics 365 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare AgencyBloc AMS+ and Dynamics 365 based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/105829-157279/AgencyBloc-for-Health-Life-Insurance-vs-Dynamics-365

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# AgencyBloc AMS+ vs Dynamics 365 Features and Cost Comparison

Last updated March 15th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

AgencyBloc AMS+Dynamics 3652/4 selected

[AgencyBloc AMS+](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/)[4.7 (129)](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/reviews/)

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.4 (5,823)](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

[## AgencyBloc AMS+](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/)[4.7 (129)](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/reviews/)

Starting Price

$109.00/month

Value-for-Money

4.6

Functionality

4.5

Ease of Use

4.7

Customer Service

4.9

Reviews Sentiment

LS

LS

JB

Based on [129 reviews](#user-reviews)

Positive

126

Neutral

1

Negative

2

[## Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.4 (5,823)](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

Starting Price

$50.00/month

Value-for-Money

4.1

Functionality

4.3

Ease of Use

4.1

Customer Service

4.2

Reviews Sentiment

Based on [5,823 reviews](#user-reviews)

Positive

5,138

Neutral

550

Negative

135

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## Summary

* * *

Key features rated by users

Features selected based on 17,579 reviews from crm software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

70%Fit

Missing features

Feature ratings

Data Security

NA

Contact Management

4.6

Lead Management

4.6

Sales Pipeline Management

3.8

Activity Dashboard

4.5

72%Fit

Missing features

Feature ratings

Data Security

NA

Contact Management

4.4

Lead Management

4.4

Sales Pipeline Management

4.4

Activity Dashboard

4.3

User satisfaction

User satisfaction

4.7

User reviews[129](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/reviews/)

Ease of use

4.7

Functionality

4.5

Value for money

4.6

Customer support

4.9

User satisfaction

4.4

User reviews[5,823](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

Ease of use

4.1

Functionality

4.3

Value for money

4.1

Customer support

4.2

Price starts from

Price starts from

$109Per User, Per Month

-   Free version
-   Free trial

Price starts from

$50Per User, Per Month

-   Free version
-   Free trial

Best for

Best for

Insurance agencies of all sizes who sell health, life, group benefits, and senior products.

Best for

Dynamics 365 is a software that acommodates households, individuals, and enterprises of all sizes.

## User reviews

Pros & cons

LAS

Lea-Ann S.

Office Administrator

> "I feel that AgencyBloc's highlights are: easy navigation, communication through the activities feature is a valuable feature with our..."

[See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___6158069)

MG

Michael G.

President

> "I was told it integrates with Employee Navigator but after I signed up, I found out that very little data carries over and you have to..."

[See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___7119428)

LAS

Lea-Ann S.

Office Administrator

> "The AgencyBloc Support Team is always available to assist with any questions or needs by phone or the online chat feature."

[See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___6158069)

MG

Michael G.

President

> "They made mistakes that delayed the implementation and only agreed to refund half of the month fee despite the delay being more than a..."

[See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___7119428)

JB

John B.

Manager / VP

> "We know who to contact for what issues and everyone has been quick to respond and help us resolve any issues we may have had."

[See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___4989017)

TB

Tom B.

President

> "The biggest hindrance to the program was the upfront labor and time to transfer my existing data to the program up front."

[See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___6208410)

JB

John B.

Manager / VP

> "This platform really makes our jobs, lives, and client interaction and support so much easier!"

[See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___4989017)

SB

Sydnie B.

Director of Marketing

> "There is no spellcheck, the features are limited, and you cannot send test emails."

[See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___4952748)

SB

Sydnie B.

Director of Marketing

> "The report system is easy to use and everyone in our office is able to run their own reports."

[See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___4952748)

PC

Patty C.

Contracting and Licensing

> "There is nothing really that i dislike about your portal or service."

[See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___6429088)

SB

Sydnie B.

Director of Marketing

> "The individual detail pages is easy to use and very organized"

[See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___4952748)

AM

Aimee M.

Administrative Assistant

> "I would like the custom fields for the note section to be bigger, sometimes we have so many notes on a client that scrolling through..."

[See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___4739428)

DS

Donita S.

Executive Assistant / Account Manager

> "The newest update that allows for keeping statement dates of the reports within the agent report dates was another bonus."

[See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___3291465)

CM

Catie M.

Project Manager

> "Sometimes the customization can be a little too much and can create confusion because we set something up the incorrect way which..."

[See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___3744354)

AM

Aimee M.

Administrative Assistant

> "I like the feature of activities on the individual lead page. "

[See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___4739428)

AM

Aimee M.

Administrative Assistant

> "One feature that I find slightly annoyed with is that the information doesn't automatically save, that we have to hit save for all the..."

[See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___4739428)

KD

Kevin D.

Owner / Broker

> "With only a few customizations that I was able to do myself, I was up and running quickly."

[See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___4781345)

JB

John B.

Manager / VP

> "Our previous CRM is no match to this level of customer service."

[See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___4989017)

DS

Donita S.

Executive Assistant / Account Manager

> "I had spent two years manually calculating for our office. When I called and spoke to the customer service team, they walked me..."

[See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___3291465)

CM

Chance M.

Employee

> "It prevents me to do my work."

[See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___2636113)

KD

Kevin D.

Owner / Broker

> "I knew my business would grow and that I needed to get started properly."

[See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___4781345)

CM

Chance M.

Employee

> "AgencyBloc pauses at the worst times."

[See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___2636113)

[View Reviews](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/reviews/)

Manish C.

Microsoft Admin

> "It offers strong customization, centralized administration, and scalable cloud capabilities, which make managing users, workflows, and data efficient."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7140945)

VR

Verified Reviewer

Analyst

> "Another limitation is the lack of functionality to clearly distinguish between a quick “hi/hello” phone call and a more meaningful business conversation - both tend to be..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7092667)

LB

Lucas B.

IT Service Desk Analyst

> "My overall experience with Dynamics 365 has been strong because it brings so many moving parts of a business into one connected platform, making it easier to see the full..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7108165)

Zakaria G.

AQA

> "The interface can feel slow and overly complex at times, and advanced customization often requires significant setup and technical knowledge"

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7151833)

LB

Lucas B.

IT Service Desk Analyst

> "One of the things I liked most about Dynamics 365 is how seamlessly it brings different business functions together—sales, service, finance, operations, and marketing all..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7108165)

MG

Matt G.

Director

> "The system is very cumbersome, users have a hard time self-servicing and need a lot of hand-holding for simple entry and analysis."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7130967)

RS

Radha S.

Legal Assistant

> "The tight integration with tools like Outlook, Teams, Excel, and Power BI made collaboration and data management more seamless, and the ability to customize workflows,..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7131752)

VR

Verified Reviewer

Analyst

> "The search function, in particular, doesn’t always work as expected, making it frustrating when you’re trying to quickly find contacts or information."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7092667)

VR

Verified Reviewer

Analyst

> "The campaign management features are very effective, especially for marketing events where it’s simple to track who subscribed, who attended, and understand the overall..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7092667)

VR

Verified Reviewer

CEO

> "Sometimes it becomes slow and there are random bugs with invoicing and bank sync."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7150930)

CT

Cameron T.

IT Service Desk Analyst

> "Dynamic's 365 is a very good customer relationship management tool that allows our business to be productive and organised, by allowing us to maintain essential contact with..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7102024)

MG

Matt G.

Director

> "Functionality and many of the issues still exist, which makes it difficult to use and navigate."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7130967)

LB

Lucas B.

IT Service Desk Analyst

> "The platform also feels incredibly adaptable; whether you’re automating workflows, customizing dashboards, or integrating with other Microsoft apps, it gives you the..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7108165)

MG

Matt G.

Director

> "I find Dynamics licenses and cost of maintenance are still very expense for the value provided."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7130967)

RS

Radha S.

Legal Assistant

> "I also appreciated its flexibility—being able to customize workflows, dashboards, and reporting allowed it to adapt well to different business needs."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7131752)

JS

Jack S.

Finance Director

> "It can feel heavy for teams that only need basic functionality."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7078372)

KA

Khyan A.

Manager

> "From an SDR point of view, the biggest strength is the depth across pipeline and campaign management. Once it’s properly set up, you’ve got clear visibility across the full..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7129564)

KA

Khyan A.

Manager

> "From a value perspective, it can feel expensive if you’re not fully utilising the features."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7129564)

LB

Lucas B.

IT Service Desk Analyst

> "That unified approach means data flows naturally between teams, giving everyone a clearer picture of customers and processes without jumping between disconnected tools."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7108165)

MS

Martina S.

VP

> "It often feels like a system built for administrators rather than everyday users."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7151264)

RS

Radha S.

Legal Assistant

> "The seamless connection with Outlook, Teams, Excel, and SharePoint made it easy to manage data, communicate, and collaborate without constantly switching between systems."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7131752)

MM

Musa M.

Software Developer

> "Additionally, the initial implementation and ongoing maintenance of Dynamics 365 can be expensive, especially for small and medium-sized enterprises with limited budgets."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6333176)

VR

Verified Reviewer

Owner

> "Comprehensive CRM/ERP integration, powerful analytics, seamless Microsoft ecosystem connectivity, and customizable workflows boost efficiency."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6822383)

EI

Eva I.

business process analyst

> "High customizability regrettably also means that design, development, implementation and testing take a huge amount of time."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6510120)

EW

Emma W.

Assistant Manager

> "The platform includes built-in analytics, AI-driven insights, predictive features (e.g., lead scoring, demand forecasting), and workflow/automation via the Power Platform."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7044966)

EL

Evan L.

Regional Business Manager

> "The flow wasn't ideal, and you had to use Dynamics 365 Business Central to create quotes or invoices."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6400077)

KA

Khyan A.

Manager

> "Campaign tracking is solid as well, especially when it’s tied properly into reporting, so you can actually see what’s generating pipeline rather than guessing."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7129564)

MJ

Monica J.

Financial Analyst

> "The application freezes many time. if you want to reverse entry you have to duplicate to zero out the entry"

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6417452)

Eric N.

CRM Consultant

> "Cheap CRM that is handy and integrates with the full suite of microsoft solutions which makes it pretty solid for small start-ups."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7109275)

Junaid E.

National IT Manager

> "performance can sometimes lags if not optimized correctly."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7007687)

KA

Khyan A.

Manager

> "Early on, it can feel a bit clunky and heavy, especially coming from simpler tools. But once it’s configured properly and the team is aligned on how to use it, it becomes a..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7129564)

RAL

ROSA ARLEIA L.

GERENTE

> "For smaller companies or those without previous experience with CRM/ERP platforms, the initial complexity of implementation and configuration can be challenging."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6373007)

Matt S.

Activation Manager

> "I love that Dynamics 365 allows our team to utilize every single Microsoft tool we could ever need."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7067831)

JK

Josie K.

Realtor

> "Had some security glitches and I was not able to easily retrieve my lost password and get into my account"

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6512807)

AS

Ajay S.

Recruitment Manager

> "What I like most about Dynamics 365 is its seamless integration with other Microsoft products, powerful customization options, and ability to scale and adapt to a variety of..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6509656)

FARES H.

Accoutant

> "some features are hard to tinker with and It needs some customization for our need and sometime it gives us errors"

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6446830)

DT

Dolores T.

Teacher

> "Its integration with the Microsoft suite, customization options, and focus on practical application make it a powerful tool for teaching various business concepts."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6340974)

ZB

Zakaria B.

Sales rep

> "The interface can be unintuitive at times, requiring extra effort to navigate and customize."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6608807)

EM

Ezekiel M.

Systems Engineer

> "The ability to access and manage customer relationships, financials, and operations and human resources all within a single system greatly streamlined workflows and improved..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6380953)

VR

Verified Reviewer

Marketing Manager CRM

> "It can be hard to finetune to specific needs and existing things require rework to business special needs."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6328571)

VR

Verified Reviewer

Power platform developer

> "Dynamics 365 include its seamless integration with other Microsoft products, such as Office 365, PowerApps, Power BI, which enhances overall productivity and collaboration..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6366209)

EI

Eva I.

business process analyst

> "Additionally, bugs are frequent, and seem to appear and disappear in sync with Microsoft updates."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6510120)

SK

Shamsher K.

Vertical Head

> "Dynamics 365 has many outstanding features such as managing the entire sales cycle, from prospecting to closing deals, offering tools to provide excellent service and..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6537206)

CD

Christian D.

Manager

> "Our experience has been mixed, mostly due to poor implementation partners. While I believe in the power of the software and its capabilities, it does not seem like it is an..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6797528)

MW

Mateja W.

Consultant

> "The seamless compatibility of Dynamics 365 with other Microsoft products, including Power BI, Azure, and Office 365 has benefits for real-time business information flow..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6709934)

AB

Andrew B.

Used Parts Assistant Manager

> "Cost: For smaller businesses, the pricing may seem a bit high, especially when considering the full range of modules."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6492641)

MM

Musa M.

Software Developer

> "The integration of ERP and CRM capabilities allows managing sales, customer service, finance, and operations from a single, unified platform."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6333176)

MG

Matt G.

Director

> "I also find the reporting is atrocious."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7130967)

KM

Karl M.

CISO

> "The best part of MS Dynamics was its native integration with many other MS products such as DB Warehouse, Copilot, Azure products, etc."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6660356)

DF

Denika F.

Customer service

> "The synching sometimes was off and made it different to find my saved stuff."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6589770)

DR

David R.

Innovation director

> "What I liked most about Dynamics 365 is its seamless integration with other Microsoft tools, especially Office 365 and Azure, which makes data sharing and automation across..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6557060)

PG

Phani G.

accounts manager

> "not user friendly every time-account name sort inputs to be precisely given and cannot be accessed at single place"

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6458223)

RR

Rachid R.

business development manager

> "It seamlessly connects with other Microsoft products like Office 365, Azure, and Power BI, which makes it a powerful tool for enhancing productivity and collaboration."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6592898)

TY

Teresa Y.

Project Manager

> "Dynamics 365 is not a choice I would start with as they are outdated compared to other modern ERP softwares."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6572195)

SS

Sophie S.

Operations Manager

> "Great CRM, especially for larger or more complicated businesses, with the capacity to create highly complex custom workflows and data storage and analytics."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6533988)

KA

Kalli A.

Instructor

> "Could be a little time consuming first couple of times you use."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6827742)

IS

Intiaj S.

Owner

> "What I liked most about Dynamics 365 is its seamless integration with other Microsoft products, robust customization options, and powerful analytics tools, which together..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6375800)

VR

Verified Reviewer

designer

> "Solution costs can be somewhat steep, especially for small organizations."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6499667)

MT

Mary T.

President

> "What I like most about Dynamics 365 is its seamless integration of ERP and CRM features, allowing for better coordination across business processes."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6620212)

SA

Steven A.

Multimedia Specialist

> "For a Real Estate business framework, I found that Agents had a steep learning curve and Dynamics365 did need a couple of meetings and troubleshooting to get agents used to..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___4970518)

SS

Sergio S.

Ports Operations Manager

> "Dynamics 365 enables the efficient processing and management of often highly customized B2B procurement processes."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6855752)

JrmC

Jérôme C.

Data analyst

> "The solution is light and not customizable enough"

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6573499)

Sebastian P.

Chief Marketing and Customer Experience

> "Dynamics 365 has many outstanding features such as managing the entire sales cycle, from prospecting to closing deals, offering tools to provide excellent service and..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6511818)

JA

Jaime A.

Owner

> "I am a very small oen employee business and the cost is too much for me at the moment"

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6370630)

AS

Ajay S.

Recruitment Manager

> "My overall experience with Dynamics 365 has been positive due to its robust integration with Microsoft tools, flexibility in customization, and powerful automation..."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6509656)

RA

Rizwan A.

Development Manager

> "Dynamics 365 can be complex to navigate and configure, it may have high costs, and there are limitations to customization options"

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___4834212)

Hicham M.

Freelance Character Designer

> "Powerful and feature rich tool, especially with the fact that it integrates plenty of tools withing it that are pretty useful for team collaboration when needed."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6870765)

MW

Mateja W.

Consultant

> "This application does not become easy to use immediately after it is installed, and can be somewhat difficult to learn for those using it."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6709934)

BJC

Barbara Jessica C.

Marketer

> "I manage most of my business schedules, planning of events, calendars, emailing and so much more with this tool."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6359524)

AB

Aaron B.

Manufacturing Engineer

> "I have not migrate into new outlook because of this."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6829594)

AV

Alexandra V.

People Business Partner

> "There are great training resources available for new hires that are learning the system, and the cost has been worth the success of the software."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7125381)

KC

Kajo C.

Ecom Exec

> "The learning curve is steep, especially if you aren't used to MS way of doing things."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6463828)

VR

Verified Reviewer

Analyst

> "It streamlines processes, saves time, and helps everyone stay organised without feeling overly complicated."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7092667)

JP

Jose P.

Senior Editos

> "There appears to be a disruption in the connection to our primary database, leading to inaccuracies in the data that have not been updated."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6050695)

KA

Khyan A.

Manager

> "From an SDR lens, the biggest win is visibility and structure in the sales pipeline."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7129564)

VR

Verified Reviewer

Principal

> "Understanding all the finer points of this software is tough—it gets difficult soon after you start using it."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6406125)

RK

Ritesh K.

freelancer

> "Microsoft software works natively with other applications, making integrations with externals in the same environment easy, such as calendar management."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6424779)

VR

Verified Reviewer

Health care administrator

> "Implementation could be complex without proper training and learning."

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6418952)

Eric T.

Manager, Project Management Office

> "In the most recent iteration of D365, the integration of MS Teams to Project Operations is fantastic. "

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___7059353)

SE

Santiago E.

Coordinador de bodega

> "I consider the cost of one professional license is a bit expensive"

[See full review](https://www.capterra.com/p/157279/Dynamics-365/#Capterra___6444023)

[View Reviews](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

## User interface

4.73 (129)

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)

4.37 (5,823)

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

\--% Fit

vs

\--% Fit

Activity Dashboard

207

Important

AI Copilot

150

Important

Alerts/Notifications

120

Important

AgencyBloc AMS+

11/40

-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Calendar Management
-   Campaign Management
-   Contact Management
-   Customer Journey Mapping
-   Customizable Fields
-   Customizable Reports
-   Data Import/Export
-   Data Security
-   Document Storage
-   Drag & Drop
-   Email Management
-   Email Marketing
-   Email Templates
-   Forecasting
-   Generative AI
-   Interaction Tracking
-   Lead Capture
-   Lead Generation
-   Lead Management
-   Lead Qualification
-   Lead Scoring
-   Marketing Automation
-   Mobile Access
-   Multi-Channel Communication
-   Predictive Analytics
-   Quotes/Estimates
-   Referral Tracking
-   Reminders
-   Reporting/Analytics
-   Sales Pipeline Management
-   Sales Reports
-   Segmentation
-   Task Management
-   Territory Management
-   Third-Party Integrations
-   Workflow Management

[See all features](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#features)

Dynamics 365

Top features

27/40

-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Calendar Management
-   Campaign Management
-   Contact Management
-   Customer Journey Mapping
-   Customizable Fields
-   Customizable Reports
-   Data Import/Export
-   Data Security
-   Document Storage
-   Drag & Drop
-   Email Management
-   Email Marketing
-   Email Templates
-   Forecasting
-   Generative AI
-   Interaction Tracking
-   Lead Capture
-   Lead Generation
-   Lead Management
-   Lead Qualification
-   Lead Scoring
-   Marketing Automation
-   Mobile Access
-   Multi-Channel Communication
-   Predictive Analytics
-   Quotes/Estimates
-   Referral Tracking
-   Reminders
-   Reporting/Analytics
-   Sales Pipeline Management
-   Sales Reports
-   Segmentation
-   Task Management
-   Territory Management
-   Third-Party Integrations
-   Workflow Management

[See all features](https://www.capterra.com/p/157279/Dynamics-365/#features)

### Recognition

No recognitions have been awarded to AgencyBloc AMS+

Dynamics 365 is recognized as a top-rated tool in 5 Capterra Shortlist reports

### Deployment & support

AgencyBloc AMS+

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Dynamics 365

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

AgencyBloc AMS+

-   By AgencyBloc
-   Located in United States
-   Founded in 2005

Dynamics 365

-   By Microsoft
-   Located in United States
-   Founded in 1975

## Popular Comparisons

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[AgencyBloc AMS+](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/)[4.73 (129)](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/reviews/)

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Features

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Ease of Use

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[View full comparison](https://www.capterra.com/compare/105829-147657/AgencyBloc-for-Health-Life-Insurance-vs-monday-com)

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,823)](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

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[AgencyBloc AMS+](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/)[4.73 (129)](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/reviews/)

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Price

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4.5

Features

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Ease of Use

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[AgencyBloc AMS+](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/)[4.73 (129)](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/reviews/)

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4.5

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