Who Uses This Software?

Any company looking for effective management solution software


Average Ratings

2681 Reviews

  • 4 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    $40.00/month/user
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Documentation
  • Support
    Online
    24/7 (Live Rep)

Vendor Details

  • Microsoft
  • www.microsoft.com
  • Founded 1975
  • United States

About Dynamics

Microsoft Dynamics is a line of integrated, adaptable business management solutions that enable your people to make important business decisions with greater confidence. Microsoft Dynamics works like and with familiar Microsoft software-easing adoption and reducing the risks inherent with implementing a new solution. These solutions automate and streamline financial, customer relationship, and supply chain processes in a way that can help you drive business success.



Dynamics Reviews Recently Reviewed!


Best in the Bests, CRM and ERP all together

Oct 18, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

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.

Overall: Microsoft Dynamics works the same the businesses works, if it comes to management it draws charts when needed, it provides accurate data to deeply analyses it and filters makes it easier to get the exact data which we want. Integration with Office 360, Sharepoint and Office Online which is the coolest part. The deployment was much easy as the cost of license and deployment was very low from any other competitor of Dynamics in the market. So it was a great experience to get familiar with Microsoft Dynamics and use it instead of using five to ten different apps to manage the same task. I will suggest everyone who is searching for the best CRM/ERP because nothing is better then Dynamics. I am very happy with the overall experience of Dynamics.

Capterra loader

The simplicity of the tool. It was easy to get used to.Adding SKU in bulk is also dynamic and useful

Mar 13, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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.

Capterra loader

Straightforward Implementation, and easy to get used to

Aug 29, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: What I like most about Microsoft Dynamics is that it is easy to install, set-up, and start using. I have used this software for more than a year at workstation to perform several business obligations. Microsoft Dynamics helps to make the most of the team's time and effort since it allows my agency to share communication, leads, and opportunities. I also like how it is simple to integrate this system with other essential business platforms. I appreciate the MS Outlook integration with Microsoft Dynamics, but plug-in was a bit overwhelming. I like how Microsoft Dynamics integrates with the full package of Microsoft services. Customization is easy to suit varying requirements of any business. Finally, I like how it is simple to import data using Excel templates generated by this platform.

Cons: I dislike the limits to the available customization on Microsoft Dynamics. I do not like how the user cannot see the amount of data stored in his or her entity. Mobile app is to slow, it takes too much response time. I do not like how this cloud-based solution fail to save data in case there is limited internet connection. Finally, I dislike the fact that Microsoft offer higher license cost per user.

Overall: I have been able to track all communications within sales module, with a click of a button. Microsoft Dynamics has helped us to make informed decisions since the integrated information is available with a touch.

Microsoft Dynamics 365 is great for CRM and PSA

Oct 26, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: There are a few things that I really love about Dynamics 365 (D365):

1. It has fully integrated Customer Relationship Management (CRM) and Professional Services Automation (PSA) modules. With many other CRM systems (e.g., Salesforce), the CRM and PSA modules are completely separate systems and you have to spend time and money integrating them.

2. It is fully integrated with Office 365. In other systems, connecting to Outlook or Excel can be a hassle and/or feel like you're going "ouside" the system. With D365, working in and out of Office 365 is just seamless.

3. The cost! D365 is extremely cost effective, especially when compared to Salesforce.

Cons: My two big dislikes for D365 are:

1. In order to fully administer the system, you need to be both a D365 admin and an Office 365 admin since some functions (like adding new users or exporting audit logs) require you to go into the admin screens of both systems to accomplish it.

2. The system can often be very "Microsoft," meaning that some things are both incredibly powerful and helpful, but also incredibly finicky and/or difficult to use... all at the same time.

Overall: We switched from Salesforce to D365 because we needed a more cost-effective system that would allow us to track our work from open opportunities to project completion (i.e., seamlessly go from CRM to PSA functionality). The D365 UI did take some getting used to after being on Salesforce for so long, but once we got used to it, the D365 UI is very easy to use and intuitive. Our transition was fairly smooth (it was just a 3-month project) and we have been very happy with the switch.

This software makes decisions easier because the integrated data is available with a touch

Apr 24, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
Likely
Extremely
Likely

Pros: Easy to use, not expensive, simply to navigate.

Integration with Outlook available for e-mailing. Its templates are very useful for comunicate news or tips to a sales team. Integration with other Microsoft products is great too.

Easy to customize, even a non-technical person can create new contacts, accounts,etc is going to be very easy with Dynamics, no programming knowledge needed.

Customer support is good with the FAQ and options that are really needed.

I can bulk data to One Drive and access it syncronized with my desktop.

If you make entries in a place with no internet, all data will be syncronized once internet connection is restablished.

It has a lot of add-ons.

The mobile app is useful for checking reports or access data when visiting customers or not in front of a desktop computer.

This CRM design allows organize all clients by categories and access them very fast and easy and remember the client history or important things of the last contact or visit.

All functions you need are easily available wth a click or touch.

There are apps available for Android, iOS and Windows Phone.

Cons: It has problems when an update is released.

Is not user-friendly for new users or beginners.

Requires a long customization to start running

Sign in mobile app is too slow. Too much response time.

Excesive windows, tabs and screens can make it difficult to first time users. It needs a better menu.

It only supports Internet Explorer based browsers.

A little bit slow to data input if not customized, many fields not relly needed.

Sessions time out is a cumbersome problem. Although it may be necessary for security I do not like it because many times a talking with a customer takes a long time and it's very, very important.

Poor and difficult integration with Gmail may be a problem.

No chat easily available.

It's slow to save data because it's cloud based. It depends on internet speed.

Overall: It's a CRM quite easy to use

Capterra loader

Dynamics, a Product that Makes the Process of Decision Making Easier and Effective.

Oct 11, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: It has come to my attention that Microsoft hardly disappoint. The vendor seem to have her customers at heart. Dynamics is one of the easiest product to use, considering the comprehensiveness it has. Its integration with other Microsoft tools is great, and this make its functioning perfect. Dynamics is easy to customize, where even a person who lacks significant computer skills can create accounts, contacts, and the rest; no programming skills that are required. It is accessible at every place, anytime. Furthermore, even when there is no internet connection, one can make entries, and when the connection is back, there will be a complete data synchronization.

Cons: Every time there is a release on new improvements (updates), there are system failures and sluggishness. Even through the product is easy to use, it is not very friendly for beginners. For it to start, Dynamics requires a lot of customization. Furthermore, Dynamics is significantly slow while used in mobile phone.

Overall: Dynamics allows firms to join the current digital era, and this fosters the process of decision making, and facilitate innovation. With Dynamics, it is easy to anticipate the clients needs, and this enables firms to prepare adequately on how to deal with their customers. Dynamics is an easy to use tool, which is very resourceful and rich. I love Dynamics abilities and capabilities.

Excellent, helps to manage specific business functions, such as financial, sales, marketing, etc.

Mar 09, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I like the service applications that help manage specific business functions, such as financial, sales, operations, marketing, or service automation. As well as, the power of Microsoft's cloud, the CRM and ERP capabilities for productivity applications that allow identifying and capturing new opportunities, since all the key parts of the business are connected. I also like that it is empowered to collaborate in different geographies, it gives you the ability to make decisions, take advantage of new trends, interrupt, and above all adapt. It is wonderful because the connected systems, allow in real time to obtain all aspects of sales and operations are easily optimized and controlled.

Cons: What I like least about this software is that it is more difficult for older staff to assimilate, and for small companies where there are perhaps few employees and finances are carried out manually, it is less useful, it is less useful, I think it is not designed for SMEs. In addition, I believe that the factors that do not make an economy stable are not taken into account, as in Venezuela, where almost every day of the bolivar varies with the dollar and many small businesses have chosen to offer their products and services in dollars for avoid losing their income and maintain the financial stability of the company, for them the application of decision making would be uncertain, however, following the example of Venezuela, for companies that make profits in bolivars is equally difficult to maintain a price that does not vary , and this software does not take into account this type of variation so close that an organization could be forced.

Overall: It allows you to transform your business for the digital era, giving you the ability to innovate quickly, move new products to the market, develop meaningful relationships and win new business virtually anytime and anywhere. With the power of Microsoft's cloud, CRM and ERP capabilities for productivity applications can identify and capture new opportunities.

With Microsoft Dynamics it is possible to anticipate the needs of the clients, execute decisions, give integral, innovative and audacious solutions that reinvent products and processes. This is a software that allows solutions to commercial management since a more complete solution is given to those available in the market, it also helps improve marketing, sales and contact with your customers to boost organizational efficiency.

Not the best solution for a small business

Aug 27, 2018
4/5
Overall

2 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 6.0/10 Not
Likely
Extremely
Likely

Pros: The integration with Outlook is nice because it is available as long as Outlook is running, which is all the time for most people. It also has a very comprehensive set of options, which can be configured for most businesses.

Cons: The fact that it is integrate with Outlook, means that any time you open a view into something, it will open a browser window to display that information. They have allowed you to select with Browser you would like to use in later versions of Dynamics. But what happens is that after you open a few windows, it starts to get confusing because once you click off the window, there may be 5 or 10 other Dynamics labeled pop-up windows to move through to find the one you were working in. It gets fairly cluttered.

Also, this is not a system that the "Advanced" user can configure for their Small Business. It is a VERY complicated system that requires quite a bit of coding to make operational. There seems to be very little "Out of the Box" functionality like some other CRM solutions have.

Overall: CRM software can be a real game changer for a business, but it is important to do a lot of research beforehand, because changing systems can be difficult and expensive to migrate all of the information.

Easy to configure and customize

Oct 19, 2016
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Flexibility (online or on-premise), ease of use, open platform for advanced customization's and configurations, lower licensing cost, and good support from Microsoft.

Cons: System performance can be a little slower if your CRM instance has several integrations or processes (workflows) running. Also, their marketing add-ons are not a robust as what other CRM systems offer.

Overall: I have been working with Microsoft Dynamics CRM for 8+ years now and have seen the evolution of the application. The most recent versions have many great features and functionality for users, as well as developers and administrators. The platform allows for fairly easy integrations to other applications, including Microsoft Outlook, which makes Dynamics CRM a much more powerful tool. The licensing cost is lower than most CRM systems, and the support from Microsoft is usually better too. This application is great not only for a sales perspective, but also a service and marketing aspect.

Lastly, Microsoft allows for both cloud-based and on-premise versions of Dynamics CRM. This allows for more flexibility and sense of ownership of the overall system. I would definitely recommend Microsoft Dynamics CRM to any business, big or small.

Recommendations to other buyers: If your company uses other Office 365 products, look at signing an Enterprise Agreement with Microsoft to lower the CRM licensing cost and to get more benefits from Microsoft.

A great product

Oct 07, 2016
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Customizations (workflows, views, etc..) are easy to create and manage.

Cons: Like any Microsoft product, the errors can be vague and difficult to troubleshoot.

Overall: I have managed 2011 On Prem and 2015 Hosted deployments and I have enjoyed both. When deployed within the MS stack it is easily managed and extended though custom development becomes a little trickier when bolting on to other resources outside of the MS stack. Overall usability is fantastic and I have always had an easy time gaining valuable buy in from end users, that level of engagement always makings development, testing, and training much easier.

Dynamics is a robust tool and is often under utilized when deployed, I am a big fan of the marketing tools.

Recommendations to other buyers: My advice is to utilize this with other Microsoft products - SharePoint, Office (Newer Version), PowerBI, Windows Tablets/SmartPhones, Dynamics AX, Dynamics GP - The experience is remarkable when you use the solutions together. A midsize business can operate, from an IT perspective, like a large multi-national. Sales pipeline management, customer data management, marketing campaigns and communications, pricing, product management, account services, dynamic reporting...all within one tool. The Online solution is very affordable and easily rolled in with other solutions, providing a fantastic and modern solution for sales, marketing, supply chain, manufacturing, operations, field services, IT, or whatever you need.

6 years working directly with the system, implementing modules and solving transactional issues.

Apr 13, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: It is very easy to use, new users adapt to the way of consulting or generate transactions in the system quickly. It is easy to extract and import information to the different tables. For audits, the system has a change log which shows in detail who affected the data and the values before and after. For pricing, the system handles in a simple way the various prices to customers, even within a client you can have several categories with different prices depending on the commercial negotiation with the client. Finally, the system allows you to access all historical and transactional data to generate reports and help as a reference for decision making.

Cons: The basic version of the system does not have a basic reporting module. all the analyzes were done in excel with the data extracted from the system. On the other hand, it does not have a robust module for managing fixed assets, measuring profitability, etc. The system is very transactional. At least it is my experience with the module purchased by the company at that time.

Overall: Easy to use and the system has what it takes to manage a high level business.

Capterra loader

One of the best ways to offer a first class service to your clients

Aug 13, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: One of the advantages of this CRM with respect to others, is that it combines all its Office applications with its own operation, making the learning curve shorter, seeing productive results much faster, it is cross-platform and accessible from anywhere, so you can always be aware of your customers, offer services and know if they have any questions or requests about the development you are doing for them, or the service you offer, their functionalities with respect to marketing are very complete and powerful, print graphics based on the impact of your campaigns, how many customers you got, all these data allow you to create and improve your marketing projecting your product more and more.

Cons: The price increases a lot as you are adding more users or require more features, you must keep in mind what you need and in advance to know or have a notion of how to use it to be worth the expense

Overall: In general it is a very complete CRM that allowed me to go a step further in terms of marketing and the projection of my service to my clients, naming the portfolio of potential clients, giving me more field of work.

Capterra loader

The best tool on the market for financial management solution of any business

Aug 15, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: First off, it is easy to set up and reset-up Dynamics 365. Therefore, this is an easy and quick to learn platform that suits sales and financial management solution. I like the fact that this system can be accessed on any web-enabled gadget give that there is a stable internet connection. Additionally, I like Dynamics 365 because it is straightforward to integrate with other Microsoft services like Excel, Publisher, and PowerPoint. Since Dynamics 365 is a cloud-based option, you can easily work with it from anywhere.

Cons: I dislike the fact that this platform has outdated templates. Due to that, Dynamics 365 is less competitive on the market. Additionally, to get a genuine Dynamics 365 version is extremely expensive. It would be much better if they would offer it at an affordable rate to ensure both small and mid-sized business enjoy such implementations.

Overall: With Dynamics 365, the customer support agents in our organization are better off to integrate with clients in one place. Also, we have conducive working environment since we went paperless after implementing Dynamics 365. Therefore, every aspect is now on cloud.

Capterra loader

Is a line of business resource planning software for the optimization of the organization.

May 01, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: I like it for the following reasons:

ability of the program to adapt to the operational requirements of the company based on standard and reliable industry technology.

It is easy to acquire and use by the organizations that start in the productive processes.

It has a model of extensible data and allocation tools that facilitate the creation of solutions that meet the expectations and needs of the business.

It offers personalized access to the information that organizations need.

Tool based on systematic and holistic approaches to productivity applications, which allows the development of actions that meet the expectations of organizations.

It allows the selection of an implementation model adapted to the needs of the organization and its information technology, with the flexibility to change the implementation model at any time, adjusting it to the company's objectives or preferences.

Cons: During the start-up of a model at Microsolf Dinamic for the evaluation of projects with viable purposes, a series of discomforts were presented in the implementation process because it was not adapted to the organization, for when a lot of time was spent looking for ways to adapt the models offered by the system and benefits to the demands of the company.

It is a structured, organized and defined program for a high level company, because, when using it for organizations that are starting, it is difficult to implement the tools. presenting the risk that said program is not the one indicated for the organization. It is recommended to define the characteristics, objectives, goals, processes, structures and functions of the organization before starting its use.

Overall: Is a program that offers a series of tools, complementary information, organization methods, and load templates of basic information that were used for the determination of processes of our organizations being a guide of great help.

Allowed to define the processes of the instances of support for the executive direction, the objectives of the substantive directorates, and the goals of the regional instances, through integrated actions in the short, medium and long range.

Robust CRM with extended features

Jul 02, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: It sustains our business. We have a multi-stage sales process and we've set up the CRM to support each step. The workflow flows nicely and we've created dashboards which incentivize our sales team. There are add-ons available which enrich functionality; for example we add leads and contacts to marketing lists which sync with Mailchimp.

Cons: The user interface could be better. It reminds me of UIs circa 2001. There's a feeling that it's been developed for techies by techies. If Microsoft took the time to improve the interface for the end user (allow users to customize their own forms using drag and drop, for example) it would be an outstanding product.

Another shortcoming is the amount of customization which requires writing code. Some things which should be straightforward to customize using workflows actually require a programmer.

Overall: MS Dynamics is indispensable for our management training company. I'd like to give a shout out to XRM which does a spectacular job of supporting the product.

Capterra loader

Take a step forward in the management of your company.

Apr 26, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: This program is very complete, allows you to jointly manage the planning of your business resources and customer relationship management, it is also very intuitive because it is handled in a similar way to the most popular Microsoft programs, so it will be very easy to implement in the company and the learning curve will be very short, with this program you will be able to automate and relate several financial processes with the time of development per project, which allows you to have a generalized vision of how much you will earn, so project your earnings and lost, in addition to having first-rate tools for the relationship with customers, sending requests and progress reports for each project, the features it offers are very useful and the benefits are enormous.

Cons: The cost is high, of course it is a widely complete service, but you must have the economic previcion to face the expense, in addition to training the staff that will use it to get the most out of it.

Overall: Have a complete tool for the management of the company, where they manage and control all the managerial aspects that drive the development of the company.

Capterra loader

It is a platform that allows responding to the needs of small, medium and large companies

May 09, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: It is a business resource planning platform capable of bringing together all the needs according to the specific characteristics of each company. It allows you to start with what is strictly necessary and move forward as business needs change. Each company (regardless of its size, sector or business model) can build its own Dynamics 365 with its different applications. With this tool you can use digital intelligence to be closer to customers and optimize operations. As well as reinventing products, services and business models. Through the management of this platform it is possible to obtain professional tools that help in the Optimization of your business operations

Cons: It is complex to work without knowledge without receiving an induction of the different phases of the program to understand and work on it, so a large percentage of users end up using the program a little, we can run the risk that it will not be effective and adaptable for our company as it could be for another.

Overall: Through the management of this platform it is possible to obtain professional tools that help in the Optimization of your business operations

Great organizational-level solution

Nov 14, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: I have used DynamicsCRM for two different organizations. What I like most about the product is the level of customization that has been made available for organizations to change the display/interface of the data to even individual team members in different roles across the organization. While the raw Dynamics CRM environment can be a bit of an 'overload' (especially for front office staff who may only need 1 or 2 bits of information), these customization options allow for organization/industry specific changes as well as a more user-friendly experience

Cons: While the customization options are great, there are a few key bits that are 'frozen' (for the lack of a better term), and cannot be changed/edited/removed. As the program is designed for a more sales-focus organization, these 'hold-overs' has caused a bit of an issue with my current non-profit organization which has customers, but not in such a sales-driven fashion.

Microsoft Dynamics - Customer Review

Oct 14, 2018
5/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: As usual Microsoft Products are user friendly, their UX is better than any other competitors. since most of the users are familiar with Microsoft product such as Word/Excel, they could not feel any difficulty to use the product at first time. feature wise its dynamics in all aspects we can add more functionalities and do customization. very adaptive approach with authentication. since we concern about security and audit there are many method to do that.

Cons: off course about the pricing, since we are using multiple Microsoft product, Microsoft really look in to the pricing. also need to consider mid scale companies 100-500 user category. we have budget limitation, i think this is the only reason MS loose lots of opportunity.

Overall: out of 10 i will give 8. functional and UX wise i have no comments. they know what we needed. pricing and overall optimization need to check, especially on premise model. ad dons are doing well security improvement are expecting upcoming versions.

CRM Software with wide capabilities

Nov 23, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
Likely
Extremely
Likely

Pros: This software was good for integrating details from sales as clients were prospects/leads to when they were clients in our support organization. Good for tracking project details, project tasks, timelines, costs estimates vs. actual costs. Tracks time billing for resources and allocates time to appropriate projects and/or cost centers. Allows for lots of integration for custom tools. Utilized in a global company with very unique differences by country and/or region.

Cons: Pretty heavy implementation process. We utilized our own customizations and that meant when Dynamics made changes we had to make development change. This produced some unexpected overhead.

Overall: We use this for project tracking integrated with MS Project. We also using this as our Support ticketing system. Both of these are positive experiences. They are many things that could be improved in the workflow to allow for less clicks and an overall more efficient process, but it has served us well.

Amazing business software

Jan 16, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Offline access. Tight integration with Microsoft products. Multiple dashboards. Built-in marketing and automation tools.It helps in sales, marketing, and customer service professionals track which customers they've spoken with, when they spoke, and the topic under discussion.Very graphic and visual interface; the homepage is a series of graphs that illustrate metrics related to customer opportunities. It also categorizes opportunities based on how far along they are in the sell cycle.

Cons: software nice but Expensive. Steep learning curve. Difficult-to-find trial.Integration of all the processes of the company in a single solution, applications that were independent for each area were eliminated.The layout looks like that of a amateur program. There is alot of white space, and it just feels lacking in features. Other than record customer data and display it back, it doesn't do much of anything.

Overall: I find that it combines everything I need to do with relative ease.

Excellent analytic's make this a winner for me. Allows me to track sales with ease and is bundled in a reasonable price.

Capterra loader

Dynamics CRM is the Best Custmer Relations Software

Nov 06, 2018
4/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: I like the ability of Dynamics CRM to track, and manage customers feelings and perception towards an organization. Dynamics CRM makes it possible for the team managers to solve all the customers' complain, and this improves the reputation of our firm. Again, Dynamics CRM eliminated the traditional manual workload, where an employee had to fill customers orders and keep on updating them manually. Currently, there is minimal paper work, and this improves the performance of our firm.

Cons: Dynamics CRM is hectic to execute, and use. A lot of documentation is required before installing Dynamics CRM, which takes significant time of a firm, at the same time, consume a lot of resource. the design of Dynamics CRM is not friendly, where the vendor should think of making it more enticing.

Overall: In general, Dynamics CRM aids firms in solving the customers' complains, and tracking their emotions concerning the firm. This application understands that consumers are the key players of the business success. Despite the hardship encountered during the implementation process, the support team is always responsive.

Customize: add columns, tables, modify forms, create workflows, etc.

Jul 16, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Easy to customize based on your needs - add new entities (tables), add/remove fields, change the form, hide fields.

You can create "javascript" rules with a simple way named 'business rules'.

The workflows help you to trigger emails, update, create other records and so on, based on the type of event.

Create like 'wizards' in order to guide the user in to the create or update of the record (named: 'business process flow' or you can use Dialogs).

If you need something more deep you can code a plugin or workflow, or code javascript if is something for the UI.

Cons: The internet explorer edge it doesn't work well, sometimes you have some issues. Is better use Internet Explorer, Chrome or Firefox (Opera is not good for Dynamics).

Careful with the javascript, sometimes could be tricky in Chrome and Firefox.

Overall: Very stable, customizable, very helpful for the users.

CRM for Fortune 500 or Large Enterprises

Dec 04, 2018
4/5
Overall

2 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
Likely
Extremely
Likely

Pros: As a marketing manager for the last 6 years, I've been part of the upgrade to Dynamics 365 and I'd say it's significantly improved over the past versions. I wish my company was on cloud, not on premise, but that's out of my control. The advanced find is the absolute best update they've done to the system thus far.

Cons: It can get complicated fast for users so my recommendation is, if you have the budget, customize the system to be the simplest sales funnel possible for your reps (otherwise they just won't use it). For example, we limited our lead form to only ONE required field (the lead source) to allow our reps to qualify them and move on to the next stage. It could be a psychological trick for them (because they eventually need to add more information as they go) but keeping it simple has allowed adaption to go way up among our sales team over the last 2 years.

Easy to use but missing some user friendly features

Jul 13, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Comments: Overall good system, easy to use, just wish the bugs were not there.

Pros: The system is easy to use with tagging emails and seeing all client info in one place. Overall made communication across our organization easy.

Cons: Must do steps in a specific sequence for the system to work properly (even if not necessary to create preliminary steps), lag in recognizing updates to errors that occur because of this. For instance: If a client just wants a quote an we know they will purchase the item you cannot simply make a quote. You would have to create a sales opportunity first and assign all of the values to the field before moving forward. In this instance there is no need to create an "opportunity" for the client - as they just want to buy an additional item and want to purchase immediately. This creates unnecessary steps and time. If you create a quote before an opportunity the system created an error that "broke" the system until fixed. Even after fixed the error message it would take a long time to move forward, which stopped the entire purchasing process.

Capterra loader

Implementation and development of the crm dynamics product

Apr 07, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: The product facilitates the administration of the clients of the company, and allows to know everything related to the client in the different modules that it has available, for example for the sales cycle, a user can quickly know all the opportunities, orders and invoices made for a client, as well as quickly locate the contacts of the same. Introducing the user all the necessary information efficiently. Presents different panels with graphic information of any information within the system

Cons: With the change of the versions of CRM Dynamics the javascripts that are used in the crm must be verified and updated. Crm update packages can not be allowed to be installed with automatic updates because if they are installed incorrectly they can compromise the system, they must be downloaded one by one and installed by the personnel of it one by one to avoid problems, this for the case of crm on premise

Overall: Better management of all the information of the clients, in the cases of the sales, services and marketing cycle, in the same order of ideas, as it has the possibility of extending itself by creating new modules to manage any type of information that is desired, provides some additional capabilities under the same platform, meeting user needs, without the need to acquire other software but extending the crm through the XRM libraries

Capterra loader

Dynamic 365-Both a blessing and a curse.

Dec 06, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

1 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: we use dynamic 365 across our entire organization. In my department we use it in management of project. That is, we use it in project scheduling, program meetings ,keeping track of the project and also make sure goals of the projects are well met. What we like i like most about the software is that it has a relatively easy interface to navigate. It is also customizable making it helpful to me as i use. However, Customization has been both a blessing and a curse, the more customizable it is the more clunky it gets.

Cons: The greatest con has been the customization feature . The more customizable it is the more it tend to lag. Their support team is also horrible and hard to get.

Overall: In the last four years i have use the product it has been a plus to me and both firms i have worked in. It well integrates with Microsoft 365 and also easy to use.It is a product i would highly recommend.

Great Contact Management, Marketing, and Sales Tracking System

Mar 03, 2015
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: I love the ease of use, rich functionality and simple customization process. Microsoft is a huge player in the market and therefore investd a lot into research and development, and have recently committed to a 6-month update rhythm, meaning you get more features, more quickly than ever. Plus, it sits inside MS Outlook, and allows you to track all your emails, appointments, calls, and more to individual clients with the click of a button.

Cons: The latest release that we have, CRM 2013, is a bit bland looking with lots of white space. It could be designed with a little more flair to be appealing and easy to read. They changed a lot in this version and not all of the changes are good. They eliminating one function on the sales side that I used all the time and I am not sure I like it. When converting a lead, you used to have the option of checking off boxes to create the Customer, Contact and Opportunity and you could also check "Open these records up conversion" so you all of them popped up in separate windows so you could finish adding details to each of them. Now, there is no window for that, and it just creates the Customer Record and Contact record in the background for you, but you have to go out and open it yourself. A lot of our salespeople forget to do this and just edit the Opportunity Form that opens with you convert the Lead. Microsoft does this sometimes, thinks that they are improving something but fail to actually ask those who use it. I wish they'd do more to include current customers in the design process.

Recommendations to other buyers: Think about what your dream system would do, and what information you want to be able to get out of it. Strongly consider the cloud option. And if you are looking at CRMOnline, save yourself a ton of time and get Office 365 if you don't already have it. They integrate and work really well together.

Choose your Microsoft partner wisely. Customizing is often key. Basics are fine.

Dec 06, 2016
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: Mobile version. Lots of integration options (given that there is a complexity!). Office integration. Cheaper than some competitive products.

Cons: No integration with other Dynamics products. They only share the name! We use GP and everything has to be custom integration. No multi-select (has to be custom programmed) so if that's a requirement like it is for us since customers may be interested in multiple products, that's a pain. Still getting new features that existing CRM already have.

Overall: We deployed CRM 2013 (and currently moving to CRM 2016). The system is getting better with time. Some stuff like Exchange sync is very sensitive and seems to always be having issues. Integration with Outlook (CRM for Outlook) is ok but also very sensitive!

We had many projects to integrate for other systems such as our ERP but our local partner was not able to deliver on their promise to do so. I believe for anything Dynamics (CRM, GP, ...), the partner is key. Choose wisely!

The mobile version works well and deploys easily! We run CRM on-premise.

Recommendations to other buyers: Find a good partner, plan time and money for customization unless you just want a basic CRM in which case this may work out of the box for you.

I have had a positive experience with Microsoft Dynamics Office 365.

Feb 20, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I am able to able to retrieve large volumes of documents from clients from the Share Point without

bogging down Outlook. I get a notification when an item has been sent to my Share Point and who it is from. I can set up multiple shared folders to receive documents from multiple clients and have different categories within each client folder. I like that I can also upload and name documents to my clients and they get a notification to go to Share Point to retrieve the documents. I also like that I can have a coworkers emails open to my computer to monitor so I don't have to run back and forth between offices.

Cons: There is not much I don't like about the software. I sometimes have a problem retrieving a document from the delete file.

Overall: I have a way to organize documents by client in a concise way without having to wade through emails to find them.

Capterra loader

Excellent Intro to CRM 2017 Book

Dec 19, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Excellent introduction book on Microsoft Dynamics CRM 2017. I believe the description says it but it is written pre-release so some of the information in it is not accurate anymore with the release of LEO (Spring) and coming soon VEGA (Fall) things are changing as programs do. Still, core concepts, best practices, and general functions have stayed the same.

The author did a good job of explaining the differences from 2011 to 2013. I would have liked the author to have also spent some time explaining the modules in CRM Microsoft is not improving on and trying to get away from such as Reporting, Marketing (Dynamics Marketing coming online), etc. I think it may have been helpful to talk about how to do integrations into CRM with SSIS or Scribe possibly but that is a niche. Also more could have been covered about the Outlook Client which may have been covered better in a previous version. Notice I am being pretty picky, it is hard to offer improvements on this book.

This book has helped me a lot and

Cons: I'm a little disappointed that this doesn't provide enough details in some subject areas (short paragraphs on the subject doesn't cut it) and hasn't really been all that helpful to me as a new administrator of Dynamics CRM 2017. I have found more helpful information specific to what I was looking for, on the web. Perhaps I was looking for something that this book is not. In any event, it hasn't been helpful enough to justify the cost. Just my opinion.

Overall: Advanced Knowledge of my personal/professional lifestyle

Capterra loader

Packed full of great features, professional and stunning interface and fully customizable

May 26, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Microsoft has set the bar with Dynamics for Office and I am at a loss for words in the capabilities of what it can do out of the box, let alone how it can be customized to suit nearly every business type. As an enterprise customer, I have found Microsoft Dynamics more than adequate for my company and to put into perspective just how much it has to offer, we currently only utilize about 55% of the features. The user interface is very clean and put together well that has a strong, professional appeal to it and the trust level Microsoft has gained, gives us the confidence of knowing we are also in the best possible hands when it comes to our companies private proprietary data.

Cons: There is a lot to take in when first starting off and a great deal of setting up to shape it to work for your particular business application, so the only con would be it's a little overwhelming when first starting out but we are impressed nonetheless.

Overall: Tons of apps to add and configure that makes the possibilities endless for what does and can do to help our business grow and grow our business in the right direction with its stunning visual charts and widgets and data management.

I support the application to the administrative area of the company.

Jan 16, 2018
5/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: It is a complete REP, it covers many modules where you can control all the administrative operations of the entire company, it is multi-user and you can generate financial and management reports with information on the day of operations.

Cons: It is a bit complex to configure, it has not been user friendly for simple configurations such as changes in tax values that affect invoices and payments. The support has not been very good when you want to have additional reports or there have been problems with updating equipment, for example, the printing of checks stopped working due to an operating system update of the computers where the prints are made, We spent a couple of days trying to identify the problem and the support did not support us in the solution.

Overall: It automates the processes of the company, it has availability of the administrative information of the company in the same platform, Saving time and costs, has a simple user interface, similar to that of the other Microsoft tools, such as the Office that helps that is easy to use for the user.

Gets Better And Better!

Nov 19, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The intuitive capacilities, and the easy to learn customization process.

Cons: Maybe the licensing stuffs, Microsoft develop a solution for mid - big size companies, but if the small size companies can purchase a full access for Dynamics CRM - Dynamics 365 they will get a big node of new customers.

Overall: Microsoft was improved the quality of this product, not just for Cloud, also for Dynamics CRM onpremise version... so if you compare with other CRM Solutions, Like Salesforce... you're acquiring all software for all process of your company, not just a module... even if you don't want all the dynamics, you can purchase a low cost license for your assistances or colaborators... it's very intuitive to get involve in his capabilities and the Microsoft Forums help you a lot to learn and get clearence on the use and customization... for me, this is the best solution now with the Microsoft Dynamics Suite for Marketing, and field service that integrates with Dynamics CRM. Highly, Strongly Recommended from Colombia!

Capterra loader

Dynamics 365 CRM is a beautiful remake of the 2016 CRM, with an updated UI and streamlined process

Apr 09, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

2 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Dynamics 3665 makes a giant leap from its former versions of 2016, 2015 etc.

This includes a suite of new color pallets while maintaining the old system work flows, tables, and structure. Not much has changed in terms of functionality, still the same great power of a robust CRM that is a direct part of the Microsoft ecosystem. The ability to customize work flows, rules, and views, without knowing socialized code is a big plus.

Cons: Microsoft has some of the most disfunctional support teams known to man. Without paying loads of money for dedicated 'Gold' support. We are even partners with Microsoft however this is still an issue we face.

Overall: The ability to quickly and easily manage all aspects of a business, from leads, to quotes, to opportunity management. Including customized dashboards with drillable information.

Capterra loader

Perfect Customer Management Tool.

Nov 19, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Dynamics CRM has the ability to track all the customers complaints, desires, and insights. As a result, the management team is able to respond to them successfully, and this improves their satisfaction. Again, even though the implementation process is hectic, the support team of Dynamics CRM is there too offer the required guidance. Lastly, Dynamics CRM eliminates the traditional paperwork, which affected the performance of a firm and the customer relations with the organization.

Cons: However, the process of implementing Dynamics CRM in an organization is tiresome, as it requires a lot of paper work, and huge finances. I wish the vendor could make it more simple and favorable to all the users.

Overall: My overall encounter with Dynamics CRM is encouraging, as since its implementation, I have seen a remarkable improvements in terms of customers' satisfaction and relations. The management team has been able to wholly respond to the raised concerns.

Dynamics review by an old integrator

Sep 17, 2018
4/5
Overall

3 / 5
Ease of Use

2 / 5
Features & Functionality
Likelihood to Recommend: 6.0/10 Not
Likely
Extremely
Likely

Pros:

I worked a few years with this tool at an integrator pure player as a commercial. The tool benefits from the publisher's willingness to attack the CRM segment. It is also very powerful when the environment is Microsoft (outlook, exange ...). This is a strength when you know that the majority of computers are equipped. We also find the features of nu crm classic (customer profile, companies, opportunities)

Cons:

There are two points to improve in this tool. First of all it is less easily amenable to its competitors and there is a great need to live the tool to your business (working with an integrator). moreover, the will of Microsoft to attack the cloud segment is felt on the price of licenses on premise (ie local) which is high.

Overall: The tool will accompany you in your sales and customer service. Today working in these sectors without CRM is very complicated for the sustainability of the company. It allows him to keep a traceability of trade.

Microsoft Dynamics 365 is the first cloud for accounting. Comes with a great bundle package in CRM.

Apr 24, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I like this software because it comes with a data model, which allows me to use CRM, create forms using the platform models, and download apps. I like this software the most because it can easily be downloaded using a desktop, tablet, phones, and multiple-platform support. For business owners, the it is important to use a software where you can create invoices. The Microsoft Dynamics 365 gives business owners the ability to create invoices, and request payments online which transparency is important in here. I can create a balance sheet, track expenses, and set prices.

Cons: The Microsoft video presentation is a mess, I find it easier to practice and customize to my ability where I can keep track of my expenses, track prices, and create invoices. Wish I could use the balance sheet with visual reports, rather than numbers.

Overall: It has a cloud data developed, which I can download the app using my phone, tablet, and desktop. It's all about managing and navigating through the system and different ways I can assess the system using home, office, or anyplace to track expenses and view the balance sheet.

Capterra loader

I have worked with Microsoft dynamics Nav for 3 years and i can say its the best ERP so far.

Jun 12, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Microsoft dynamic nav help in timely information in the company which is effective in making critical decision making within the company.The services delivery within the company have improved due to the system.It is effecient in that the user can access the information whenever he/she wants.

Cons: microsoft dynamics Navision being realtime the users should be keen while entering information in the system.This is to avoid the users from using the wrong information in the decision making process.

Overall: The enables the users to get timely information.The users have different logins where the user access only the information that is supposed to access hence it ensure security of the information.The Reports are awesome and very user friendly to the customer.

The service delivery have improved in the company.

CRM For Everyday

Dec 05, 2016
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Customizable, flexible, and able to easily learn

Cons: Duplicate detection seems to only pick up on duplicate emails.

Overall: Microsoft Dynamics CRM is a software that makes communications between sales and marketing a seamless interaction. There are many features needed to keep track of a leads progression through the sales process. The ease of customization is a benefit my company uses on the daily. I was able to completely teach myself the ins and out of this software in a matter of a few weeks. I have been able to teach new employees to navigate and function within this software in a matter of a day. There is a lot of information provided by Microsoft that make the transition from other CRMs to this CRM an easy choice. Dynamics allows an array of users to benefit from this product. My sales team use the simplistic aspects of the software, where I find myself getting into the fine details. It fits all the needs of my company in one product.

Excellent tool for managing Sales, Marketing, and Customer Service

Aug 08, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I really like being able to start quickly with a CRM in the cloud. Additionally, the workflows functionality works excellent, the integration with Exchange Online works perfectly so we can send emails from CRM. It is easy to customize which I love. Additionally, the standard lead to opportunity flow works good enough for us without any customization. It is also easy for developers to create JavaScript to control aspects of the user interface.

Overall, Dynamics 365 (previously called Dynamics CRM) feels like a really well built software.

Cons: The Project Service Automation module was not as good out of the box as I would like it to be. We will need to customize it before using it. Additionally, there are sometimes errors and I am not yet quite sure the reason for the errors (but on the bright side the errors do not seem to affect the efficacy of the software).

Overall: Tracking our pipeline, getting notifications, integration with Office 365 email and tasks, tracking due dates of our customers maintenance plans and support plan, tracking all of our contacts and accounts in one database.

The latest version of CRM 365 is lovely. Easy to access all my required forms from anywhere.

Feb 08, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: The Dynamics 365 version has better navigational menus. I can find the sections i need faster and with fewer clicks. The menu drop downs are logically arranged and visually easy to follow. I love the Advanced Find feature which allows me to create customised views of my data, and the fact that i have all my customer data/ interactions in once place is really advantageous.

Cons: Customised forms can become tedious in terms of how they load and close. Closing a form can sometimes take time. Also forms opening in a new tab tend to move navigation away form the focal screen. The synchronizing of CRM with Outlook can take a long time at start up of Outlook.

Overall: Centralized customer data, tracking of communication over the course of a business relationship.

Dynamics for Sales can be customized to do pretty much anything to fit your companies needs.

Oct 06, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Integration with Microsoft suite of products. Superior level of customization and integration into 3rd party software and apps. The large number of line of business modules is allowing it to be utilized by far more departments. The LinkedIn integration has made gathering Sales Analytics simpler and faster : now I can find referrals and introductions for new business. The Outlook integration is also simple and easy to use and allows for all communication tracking within the Sales module with a click of a button.

Cons: The UI could definitely needs some improvement. HubSpot is a good example of great UI/UX integration. The price is a little high when compared to smaller CRM solutions. It's not easy to start using this product out-of-the-box.

Overall: I can see all previous contact, both by myself or others. It's one place for all documents, able to keep track of completed tasks, history of the customer, etc.

Excellent CRM, Integrates with Office Suite

Mar 19, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: This is a great tool to use for a company to use to keep organized and allow multiple users to access information in one simple platform. Customizable to each customer. Integrates with Microsoft office which is great for our business as we use Outlook and Excel on a daily basis.

Cons: Pricey compared to other CRM modules. Difficult to use initially - this product is not ready "out of the box", in fact, it takes quite a bit of time to set up and a significant amount of manpower. Might be a good idea to get a contractor to set this up, or at a minimum someone who is IT savvy. Not very user intuitive either, there is a large margin for error (duplicate entries, dirty data, etc) if not maintained properly on a regular basis.

Overall: Dynamics 365 for Sales is providing us with a good CRM solution to use across my company. We use it to record leads, potential business, quotes, orders and invoices for all of our accounts.

My opinion of Microsoft Dynamics software

Mar 22, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: This software is customizable, flexible, and able to easily learn the customization's are easy to create and manage The intuitive capabilities, and the easy to learn customization process make it very cool to use . It helps me to helps to manage specific business functions, such as financial, sales, marketing, financials.

Cons: It could be difficult to trouble shoot issues some times but I have found that is a common factor of Microsoft programs anyways. Support documentation and resources are scattered and not always relevant to your issue, customer support is hard to reach and not very helpful,

Overall: This CRM application operates within an Outlook client, permitting users to perform their CRM related tasks and activities without having to open another window or screen, or navigate among multiple applications. This software also includes a contextual ribbon bar, role-tailored design and simple user personalization of workspaces and views.

User friendly and flexible enough to support our business

Jun 09, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Very good integration with other Microsoft products we use at our organization. The architecture of the product makes it flexible to support specific business needs and scenarios that our organization requires. Very good licensing conditions for educational organizations.

Cons: At least in the release we have (Microsoft Dynamics CRM 2011) the integrated emailing functionality is not very good. The software does not provide good tools for the designing of emails. You can do it if the email you are sending is a basic one, for better designed ones you definitely need to create them in another tool and then send them using MS Dynamics CRM.

Overall: Very good adoption by the users, as it is user friendly and very similar to other Microsoft products we use.

My opinion on using microsoft dynamics

Apr 21, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: This software allows you to track leads, automate field service, drive sales, and manage operations using enterprise-ready business apps from the cloud. I can work without data connectivity and data will sync automatically once a connection is reestablished. It has worked great with every other app I have used it with

Cons: The duplicate detection seems to only pick up on duplicate emails, not files. Like any Microsoft product, the errors can be vague and difficult to troubleshoot sometimes. I sometimes have a problem retrieving a document from the delete file.I dont think the marketing add on's are as good as their supposed to be.

Overall: One of the benefits of Dynamics is that it boasts one of the most user-friendly interfaces available, with it being incredibly fast, never overwhelmingly cluttered and very reliable.

You could also train up your staff to use and would not take long at all. I recommend to everyone

I used Microsoft Dynamics while working directly with clients and as a manager to pull reports.

Apr 05, 2018
4/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: What I enjoyed most about dynamics was to create scheduled reports. This way, I got the newest changes in data automatically. When I became a manager, I was tasked with ongoing utilization reports. Manually pulling the data was prone to error and time consuming. Once I created the reports I needed, I knew the data was accurate and I saved countless hours over the 2 years I had to be in that position and provide the reports.

Cons: Trying to filter the data. In some cases my queries would produce 0 results for no apparent reason. I knew the attributes were in the data, but the query would return zero. This would be nerve wracking when I was under pressure to provide a custom report quickly.

Soley a Microsoft Shop

Sep 05, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Since it's a Microsoft product it integrates quite well with all of the Microsoft suites. However you're not tied down to that, there's such a vast variety of 3rd party software that can integrates with Dyanmics and I highly recommend looking at those as well for your business case. We like the fact that it's database is on SQL, the possibilities are endless.

Cons: What I like least would be the maintenance part. Having users to be comletely out of their sessions do perform a routine maintenance can be improved.

Overall: Dynamics has quite a few versions tailored for each business case and the one we chose were Dynamics GP. We've been a Microsoft shop for over 30 years and this was the obvious choice for a Manufacturing companyh like ours.

Capterra loader

Systematic, Visualize, Integrate data/management but high investment for setup, optimize, training

Nov 27, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Microsoft Dynamics is a great choice for the company to visualize all data and communication.

- The workflow is quite simple and easy to create and manage the process based on a common concept.

- Visualize all insight data, which helps us to make a decision quickly and see more opportunities and gaps as well.

- The user interface, integration with Outlook, Excel, etc.. is similar to others Microsoft software that most companies are using.

- Easy to track, view and follow-up from Customer data

Cons: - It takes time to set up and optimize from the beginning, especially for the non-IT functions.

- It seems a challenge to work offline and it seems a bug when syncing data when we back online.

- If anything with data or system, it will be not easy to get support and resolve on-time

- The report/data need more templates and optimization, which can adapt with particular firm/organization's expectiation

Overall: We have been using its package for Financing and Manufacturing firms. It is great in overall, but it still needs a lot of works and effort to optimize from the beginning. It can save a lot of time and effort after learning curve and system becomes stable. However, it still quite complex and requires more works if your company needs to change something.

This is my favorite CRM

Oct 24, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: We implemented this with CRM in our work more than 3 years ago when the version was 3.0. Most of all, I like the fact that developers are constantly trying to improve the system. For example, if before, it works only with Internet Explorer, then I now use it freely with Google Chrome and Opera. Like the high speed of work: it does not sink even despite the huge flow of customers (more than 50 thousand people who use our services daily).

Cons: Few useful functions that simplify work. For example, Dynamics CRM does not have enough templates to quickly create projects and there is no editable grid. But I wrote to the support service, they promised to think about adding them.

Capterra loader

A simple but useful software.

Aug 13, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: This software is easy to use as everyone has used Microsoft software at least once. The price of this software is also very reasonable. Accessing of tools in the software is also very effective and easy. The link of the software with outlook is also a fantastic feature. As you can send emails directly and have pre designed templates. You can also synchronize all the data to OneDrive and access it from another device.

Cons: It has some bugs when new updates are released. For some of the new users its difficult in the beginning to understand the software and when you setup the software it requires initial customization which is difficult for the beginners. I have faced the problem that signing in to their mobile app is very slow and takes a lot of response time. It is not friendly with Gmail which is very irritating for the new users.

Capterra loader

The most effective and powerful software with outstanding outlook services as well.

Nov 27, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The best part of Dynamics 365 is that it provides multiple things under one roof that may be belonging to sales, field service or customer service and many many more. It is extremely easy to use and provides quick solutions to our problems. It provides easy ways of communications and tracking various things immediately. Another worth mentioning feature of this software is its ability of integrating Customer Relationship management perfectly as well as Professional services automation. If one is looking for cost effective system then surely D365 is highly recommended so in this way making it more popular day by day.

Cons: Dynamics is going perfect. According to my experience of using Dynamics there is nothing much for cons. It does not create problems. One issue that I have to come across with, is the singing in on mobile. It takes sometimes long time. I will be after getting rid of facing this issue. Otherwise I am a frequent user of this application and it works outstandingly.

Overall: It is used to perform several business obligations quickly and easily. This is no doubt the superb software that keeps other business platforms connected with its unique ability of integrating the system. There is availability of multiple functions with the single.

My experience using Microsoft Dynamics

Feb 19, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: This awesome software allows businesses to track leads, automate field service, drive sales, and manage operations using enterprise-ready business apps from the cloud. You can also integrate it with Outlook, Lync, SharePoint, OneNote, Word, and other Microsoft applications

Cons: I believe it can be a little more user friendly, sometimes this software has very weird error messages that make absolutely no sense and become very frustrating at times. I believe the ribbon on the top of the menu could be customized better. Other than that it is a cool program

Overall: Microsoft dynamics is a great core product and if you have the right partner in place that has a proven track record to deliver you will be in a good position to have a successful implementation and ongoing use. It has lots of customization opportunities, and you can build many reports. A great tool only if you have an awesome consultant.

Capterra loader

is a line of ERP and CRM software owned and developed by Microsoft

Mar 29, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Regardless of how you access and use the systems, Microsoft business solutions are designed to start using them quickly and to help grow effectively as needs change. Mobile and cloud solutions are becoming a means to transform business processes and offer new ways of working

Cons: The reliability of the services depends on the technological and financial capacity of the providers. The centralization of the applications and the storage of the data originates an interdependence of the service providers.

Overall: it is an integral solution, it gathers all the processes referred to the areas of finance, supply chain management, sales and marketing, project management or human resources to have all the factors controlled. In this way, all the information is accessible and can be related and coordinated for a more complete management. It improves the accomplishment and assignment of tasks, thanks to a total administration of the same ones. Each employee will have access to the information, documents and all the other elements that he requires in an intuitive and personalized way according to his needs, which will cause a consequent improvement of the performance

Microsoft Dynamics is a powerful tool providing easy customer documentation and implementation.

Jul 30, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: Dynamics allows the ability to use the CRM tool to keep track of customer issues and document the progress towards the solution during the entire time of the ticket. It allows for phone calls and emails to be attached to each individual case to allow for easy communication and tracking of critical details, while being simple to use. The ability to keep track of each support ticket is powerful and keeps everything in an organized fashion.

Cons: The outlook email add on could use some serious work. The application tends to crash outlook quiet often as well as stop working all together. When the application is working it does work great, however it does seem to crash once or twice per day, which can be quiet frustrating. Other than the stability of the application I see no other cons of the software.

We use both GP & CRM within our organization.

May 17, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: We have been able to successfully integrate many in house applications into both platforms. Both are on premise due to the amount of enhancements and modifications required to meet the organizational needs. They are both offered in hosted cloud alternatives as well but are not quite as robust as of yet.

Cons: On the CRM side, obtaining adequate, skilled resources is somewhat of a challenge. On the GP side, as our organization has grown and become more International, many challenges have come forward requiring us to seek solutions outside the GP environment.

Overall: Both GP and CRM have a somewhat lower total cost of ownership and have allowed us to scale the solution throughout the organization.

Takes a long time to learn the ins and outs of Microsoft Dynamics 365.

Jul 11, 2017
4/5
Overall

2 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
Likely
Extremely
Likely

Pros: This system is a 'one-stop-shop' for our company. Our finance, service, shipping, failure analysis and warehouse management is all managed through Microsoft Dynamics 365. It is nice having anywhere access and it looks like we'll be looking into adding the field services module in the future to add to our subscriptions under Microsoft Dynamics 365.

Cons: There is a ton of training needed for Microsoft Dynamics 365. When our company finally upgraded, it took us months to train different departments. The system is very complex and navigating through different reporting elements is a bit overwhelming. Also, the ability to create custom reports is not intuitive.

We've been on Dynamics for 10 years now and it has kept pace with our growth.

Jul 18, 2017
4/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Dynamics does everything we need and more. What I really like is the consistent updates and upgrades from Microsoft. The Report Manager is very flexible and useful. Excellent support from our local representative/trainer, who always seems to be up to speed on the new features.

Cons: Probably the only thing I would note is that for a mid size business Dynamics is very much like shooting a fly with a cannon. There is so much power and features that we do not use, but also seem to clutter the screens.

Overall: as I wrote in the review - a very powerful financial solution. We only utilize maybe 60% of what it can do, but that's on us as an organization. Larger companies would definitely be happy with Dynamics.

Capterra loader

It's like Salesforce, except that many third party programs don't integrate with it.

Jul 19, 2018
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
Likely
Extremely
Likely

Pros: It's fairly easy to navigate and find what you are looking for. It's the CRM we already had and we've built a number of internal integrations with it.

Cons: There are a few really bizarre things about the user interface. 1. The "save" button is at the very bottom, right-hand corner of the screen, where there are literally zero other buttons. It feels like the least intuitive place for something as important as a save button. When I first started using the CRM, it took me almost a week to realize you could actually save something. 2. The sign in process is as clunky as it gets. Every 24 hours, Dynamics signs you out automatically (not a big deal, Salesforce does this too). However, once you are signed out, instead of taking you to a page where you can sign back in, or do anything, it just takes you to a dead page that tells you that you've been signed out and suggests you close all your browser windows to then sign back in. The process is madness, and it hasn't changed. 3. When you are loading the home page, you typically want to search a record, so you start typing something in the search field. Just as the page is about to finish loading, it moves your cursor down to the "What's New" section to post something. The result is that I have a few posts that contain nothing more than partial account names that I was trying to search. The last major hang up is that very few workflow automation tools like Toutapp, Yesware, ect will integrate with Dynamics (mostly because so few of their customers actually use Dynamics). This has prevented us from buying the programs we want to use for our sales team.

Unresponsive, unintuitive, bug-riddled

Mar 09, 2018
2/5
Overall

1 / 5
Ease of Use

2 / 5
Features & Functionality

1 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
Likely
Extremely
Likely

Comments: I DO NOT recommend this product to ANYONE. The features which work only do so after weeks spent learning the software's bugs and avoiding them. This is not a finished product, and in the two years I have used it not a single issue has been resolved. Have the developers even attempted to use this? I am so far beyond being understanding of this thing's shortfalls, and I hope this is apparent in my review. Give my company a refund so that the money which Microsoft has NOT earned can be distributed to the employees who have spent hours of unproductive time compensating for Microsoft/D365/CRM's shortcomings.

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.

Capterra loader

It is positive and negative ... with satisfactory results.

Dec 08, 2018
5/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: It has an excellent integration with other Microsoft products, which gives us a positive ROI. In addition, Dynamics 365 is very useful for remote users. We managed to track our projects thanks to the programmed emails and sales campaigns (We can schedule projects and meetings). We increase efficiency with automated tasks and workflows. Without a doubt it is a powerful and very efficient software.

Cons: Dynamics 365 is an excellent software, but it is necessary to have an expert staff due to the complexity of its functions (complex learning curve). When we implemented Dynamics 365 we lost a lot of time thanks to complexity.

You have to have IT experts.

Overall: We have several users who are remotely working with Microsoft Dynamics 365. We had a negative and positive impact. At the time of implementation we had many delays because we did not have a very experienced staff. But when Dynamics 365 was working perfectly we had a considerably high ROI. I think it took us a long time to implement it but in the end we managed to obtain the positive results that we were looking for.

Capterra loader

Distinct CRM tool .

Jan 10, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: I like the fact its features are very distinct from every other CRM I have touched in the industry so far. It enable us import and export data, and create automated work flows which only makes our work better and much more efficient.

Integrates well too with Outlook and that's icing on the cake for the sales team.

Cons: Dynamics pricing seems to have taken on a steep course for the past few years, maybe the product value is worth the price though. However ,Dynamic also has a lengthy learning curve ; new sales colleagues at work have had to undergo an in-house training course lasting over a month ,to even get started with this program.

Review of Microsoft Dynamics Navision 2016

Apr 20, 2017
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Ease of use

Very good UI

Cons: Price

Overall: We have been using for almost a year Microsoft Dynamics Navision, version 2016 in one of our companies. The project implementation is done by Sure step methodology and in general NAV is a good ERP for SMB companies. However, you highly depend on the local Microsoft Partner that will do the localization add-ons that you need. This could be a costly process as then you have 2 support fees. One is an enhancement plan to MS and another one is (if you want it) the support plan that includes localization changes. In the long term this is a good ERP however you have to plan you project well not to have additional costs.

ERP is stable, it just works and has a well known user interface that is the same as it is by other Microsoft products.

You however cant expect a lot of in house modifications to the ERP as you have to be certified in Navision add-on programing. This is nevertheless a good thing as then you know that each upgrade will be done with ease.

The biggest challenge in any Sure Step project is the FIT-GAP analysis and there one has to be careful not to have a lot of additional requests that do not have actually have any additional value but could raise the costs of your project.

Best in class CRM for small/medium sized businesses

May 31, 2016
5/5
Overall

4 / 5
Ease of Use

5 / 5
Customer Support

4 / 5
Value for Money

Comments: This CRM might not be the prettiest CRM out there but it has great functionality. It's intuitive, powerful and allows access to your leads and contacts through views you can quickly create yourself that keep 1000s of records manageable. Task lists and appointments that show up on your Outlook calendar allow for a lengthy sales process with hundreds of prospects without dropping any balls.

Pros: Best features - integration with Outlook so emails you write to prospects appear on their walls. Integration with Mailchimp via PowerPack (cheap add-on) allows maintenance of mailing lists in one place. Flexibility - I'm not a programmer but I can create dashboards and views that give us insight into our opportunity pipeline, and customize screens so we can capture only the data that's important to us. Workflows which automate processes. I could go on... Our CRM is hosted with XRM and they provide OUTSTANDING support at no extra cost. The five star support rating is for them. Better than trying to get support through Microsoft directly.

Cons: As I mentioned, not the prettiest CRM. Occasional frustrations when trying to implement something new - but there's a big community of users who post solutions online. Microsoft KB articles aren't particularly useful in general.

Integration is the name of the game

Oct 09, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: MS Dynamics is one of those few softwares that does integration so well. Integrating email, notes, crm almost everything in one screen is a god send for sales people. I don't need need to flip several to windows to go to my to do list, email etc everything is in one screen and just a few tabs away. It also presents data in the most accurate way possible and visually appealing manner. What makes MS Dynamics exceptional is the way everything is presented , concise and well integrated.

Cons: I do wish they have a more visually appealing and more livelier ui, staring at the screen for too long bores you to a degree.

Enterprise Product that requires a bit of setup!

May 03, 2018
4/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: Very comprehensive feature set with unlimited possibilities, plugins, add-ons and integrations. Plenty of freelance developers who can assist with projects. Support is brilliant, cannot fault them at all.

Cons: It takes a lot of time, money and effort to get the system working how you want with conversions and data sets etc. Seems to suffer from a few outages every now and then. Training can take a while for staff due to all the features etc. Abit expensive and the built-in storage is poor so you can quickly find you require to buy extra storage for uploading/attaching files etc.

Overall: Enterprise Technical Support Helpdesk software with tonnes of integrations.

Capterra loader

is a solution, dedicated management of customer relations (CRM), sales, marketing and service.

Mar 29, 2018
5/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros:

Review data in any format with a single click, Create new rules for any specific opportunity so that they can be easily consulted, sorted or filtered and have control over frequently used fields by setting your personal preferences to track what is most applicable to the user without the participation of technicians or administrators.

Cons: os CRM-Disruption during the implementation process-New information management for both clients and workers of companies-The risk that is not effective and adaptable to our company as it could be for another.-The risk that is assumes that all data is in the cloud instead of a server

Overall:

It's about being able to show in a simple and direct way, some answers about which business processes, we can cover with Dynamics CRM. So that we quickly identify the benefits of CRM for our organization.

Capterra loader

I consider it satisfactory, it has allowed me to work better in a faster and smarter way

Jun 21, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money

Pros: What I like the most is that it allows me to improve the efficiency in the use of Outlook, I can see more information about the recipients, I have been able to schedule the delivery of emails when I consider it more appropriate, I can review past activities, the system reminds me of a way closer to the activities or phone calls or meetings in my agenda, also improves the search for records in documents associated with the mail, in appointments. It allows me to sort data based on the multiple columns that the system presents

It allows me to work without connection in terms of mobile data synchronization, in addition to better design and color.

In addition, these applications allow me to navigate in a more simplified way

Cons: I think that it should simplify the navigation even more and provide better working tools in Outlook, in a way that facilitates the work and allows us greater productivity.

Dynamics has made my office work easy because of its integration with other office products.

Oct 09, 2017
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: There are many features present in the software like it can be integrated with onenote, onedrive , sharepoint, Nav, Dynamic AX, etcetra.

It is extremely customisable and can be modified according to a user's requirement.

Even Azure is providing connectors to CRM, so that data can be exported automatically from CRM to Excel and Onedrive. Apart from this it is really easy to learn the functionalities of Dynamics software.

Cons: It is a little costly in comparison and user interface is not so good and can be improved and sometimes minor glitches are encountered which ruins the user experience.

Overall: It helped me to maintain customer's relationship with company and helped in marketing our company's products and providing customers help desk soltuion.

It also helped me to track the sales of the product for which I'm working.

Capterra loader

AppDynamics review

Jul 27, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Easy to use and very intuitive, i use this application on a daily basis and so far so good, the dashboard is very easy to configure but the most useful feature is the node map, this allows me to overview the flow and where the might be an event, very useful for monitoring and taking preventives actions.

Cons: when you are on a read-only version of the dashboard, no only you are not allowed to create your own dashboard but no are not able to see de descriptions on the event list, it just tells you there was an event but it does not specify what was the event about.

Overall: full access to all servers in different environments

Capterra loader

Great experience with this data driven CRM

Apr 26, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: Love the amount of data available following each interaction, this allows me to keep track of what is going on not just with my interactions but for the whole team. Supports a wide array of different channels, so you can speak to your customers in a place that suits them. A particular feature that really stands out is the virtual agents, I am not AI expert but these things are game changer and you should take a lot.

Cons: Microsoft applications tend to be slow and clunky and this one is no exception. The vast array of features come at the expense of speed.

Overall: Valuable data to improve customer service!

Great, flexible and self explanatory

Apr 12, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Flexibility and self explanatory

Cons: None I have encountered

Overall: I have worked on this software in different organisation particularly for accounting. Great ERP software. Easy to use, can be tailored as per your requirements. Full reporting function. You can set macro in excel and run by linking to this, add unique project ids, set columns. Yes, Quite flexible. I would say once implemented in your organisation you will just love it. Self explanatory which would cost less in training and easy for training new employee. Above all, best customer service with dedicated service team. Talking to one person who knows about it from implementation to end process makes day to day process a breeze.

Recommendations to other buyers: Yes forgot to mention that it can be linked to your intranet or Internet for updates.

Simple to use, easy to customize

Jul 21, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: I like how we can change a lot of it in-house to match our business' needs. There are occasions when we have to outsource, but it's fairly simple to go in and customize the system to what we need when we need it.

Cons: For all its customization strengths, randomly there are things that are locked and you can't change. That is frustrating when we run across that. Our most recent was photos. You can add a photo to a record, but only a certain size. No option that we can see to change the size or make a new field without outsourcing. Not a huge deal, but it would have been nice.

Overall: Quick solutions to business problems.

Dynamics 365 Sales Review

Aug 28, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Microsoft has a fairly grand plan for Dynamics. It has grown a lot in just the few years that i have used it. From the user side Dynamics is easy to use, if your instance is setup cleanly. From the Admin point of view, Dynamics is a bit of a learning curve but has a lot of customization.

Cons: Software could use more updates, with focus to user feedback. Microsoft Dynamics sometimes gets to caught up in the big feature updates, vs just focusing on some of the user feedback and improving some existing features. Dynamics tends to start a lot of good ideas but then never really improve on.

Capterra loader

If you want to promote your company and make it known, Dynamics is your answer.

Mar 13, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: It is excellent how fast to implement and easy to use to help development and projection, it played a fundamental role in the growth of our company as it helped to reach more customers and keep those we already had happy, allows us to handle the application of different devices, its productivity is very good helping employees to work in a more intelligent way, automating the most tedious tasks and the use of customer data when it comes to knowing what product to offer and how to do it, is excellent.

Cons: Although it is an excellent application, its cost is high, so it guarantees that you have the economic support to match the expense and the learning curve of your employees can affect the time in which you will begin to see the benefits.

Overall: the company acquired the necessary projection that it needed to go further, to increase the client portfolio and thus grow, it is excellent when your company wants to take the next step.

Microsoft Dynamics

Oct 05, 2018
4/5
Overall

2 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: I currently use Microsoft Dynamics GP and like how the accounting modules link to inventory, purchasing and sales modules.

Cons: Sometimes the linking of one transaction to another can cause a ripple affect of confusion if one aspect of the transaction is done incorrectly. This makes it had to fix on our own. Also sometime the systems get's caught up in processing a transaction (or linking transactions). Most times we have to contact a consultant to fix internal issues.

Overall: Overall I really like the software. As a member of the accounting team, it make my job easier because of the interconnections of the modules.

Dynamics 365 is the perfect solution for sales, marketing, and customer service

Nov 16, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Dynamics 365 easily integrates to other Microsoft applications. It has so many more advanced features and functionality than a standard CRM or ERP application. It is a all-encompassing solution that does almost anything.

Cons: If there are a lot of customizations, custom code, or plugins, system performance can be impacted negatively. Although it is improving with every update, the user interface can be a little difficult to navigate through.

Overall: Dynamics 365 allows for sales forecasting, business intelligence, marketing automation, and an efficient customer service process. It automates our sales process from start to finish.

Great tool for working with sales

Nov 05, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: We implemented Dynamics CRM 3 years ago. We were not sure that this is exactly what we need, but the excitement was in vain. This CRM has a very easy interface and setup, so it took us only 7 days to implement. It is convenient to work with this CRM, and it also has one very important quality - the ability to integrate with Microsoft products. This is exactly what we were looking for!

Cons: Updates make the service not better, but worse. After the last update, the mobile application has become slower than before. This problem is observed in all of our employees.

I used the product when working as the business manager. Very easy to use.

Dec 27, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Value for Money

Pros: As the HR representative, I had a lot of different hats that I had to wear, this product provided support in this area with its ease of use in the area of financials. I also used it to assist in managing staff/employee information. Very useful for keeping information organized and streamlined. You can also use it with other Microsoft products which is a benefit as well.

Cons: If you are a user who uses s different format, such as google docs, this would be a difficult product to use, as it will not interface with your product as well as it does with Microsoft products.

This is an INTENSE piece of software that will literally run your business for you. Keeping track!!

Apr 20, 2018
5/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: What features doesn't this product have... You could literally have your team all over the world and they can see exactly what you see and you will both be on the same page. Every aspect of you business can be tracked and implemented into the system. There is so much to this software and it is truly invaluable to our business. Everything from marketing, inventory, to everything is track able here and there are also great messaging capabilities.

Cons: There might be too much? Is that possible? There are so many features that if you are new to programming software it can be a lot to take in. Mind you, this will likely not be an issue with most people and once you get it all in there, you will wish it had been there forever. ALSO if you are stuck in anything the support team is amazing...

Overall: You could literally save thousands of man hours by using this product. It's truly and amazing piece of software.

A TON of potential, and works well for the most part

Jan 23, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: It has the ability and potential to maintain/organize a lot of data. Also they Dynamics report option is AMAZING! It's great to be able to specify exactly what you want it to find and get it almost every time.

Cons: There are certain things in it that just don't make sense or could be streamlined a little more. For example, when filling out a ticket, rather than being able to tab all the way through, you have to skip around and fill in some fields and then go back up and fill in the rest. Also, Notes should be easier to add. That is the most commonly used feature so why it's hidden in a "..." under another list is just not as efficient as it could be.

Overall: It has streamlined our workflows tremendously and improved our ability to track issues from beginning to end.

A great solution for achieving business successes

Nov 27, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: This solution has many advantages.

This product has many helpful functions.

The function of importing and exporting data is useful.

Work is more efficient.

The option of creating reports is cool. I save a lot of time. In the past, creating reports was time-consuming for me.

Cons: There are many employees in my company. They are of different ages. The older ones have problems with this product. Using this solution is not easy for them. I use this software well, but I still consider it a minus of this product.

Overall: This product is adapted to companies in every industry. This feature influenced the decision to implement this solution. Also important is that this software is very functional. After implementation and use I know that this product is very useful in my company.

Capterra loader

Dynamic CRM Review

Nov 28, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The fact that Dynamic CRM is a product of Microsoft makes me like it because Microsoft is a reliable and responsive company to their clients. Moreover, Dynamic CRM is easy to use and customize according to our company's needs. It helps us in saving or storing our clients' data securely in one place. It is among the most reliable customer relationship management software ever.

Cons: Dynamic CRM is always slow when I use it on my mobile phone. Moreover, it can be tough for beginners to customize the tool but once they understand it, it is reliable

Overall: I like using Dynamic CRM because it is a great and easy to use software. It helps us in maintaining a close and strong relationship with our customers and prospects. I like also using it for advertising.

Capterra loader

No CRM/ERP can be this easy!

Dec 05, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Cloud based (365). Integrates with all of your current MS licenses and fairly easy to read reports! CRM is extremely intuitive and the ERP module, though it takes time to set-up depending on what you want to keep a "pulse" on but after set-up.......you'll ask yourself how you've survived this long without it!

Cons: It's a "bear" or "time consuming" to configure "out of the box" and Customer Service is well.......typical customer service.

Overall: Seamlessly integrates to the rest of your Microsoft licensed products. Intuitive for not only the in-house user but robust enough for the mobile folks as well!

I've used Dynamics to manage customer leads and track customers throughout the sales process

Jul 12, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: Dynamics is a very powerful Customer Retention Management application which allows users to track customers from the initial contact/lead throughout the entire sales process in a single, easy-to-use interface. It was very easy for us to get up and running with Dynamics and specialized training wasn't required to get started. Applications and data were easy to access, even without an internet connection, and data/reports can be exported effortlessly. User interfaces are very clean and intuitive for the most part.

Cons: Dynamics is quite expensive for smaller organizations, so pricing may be prohibitive. Because the features and integrations are so robust, things can quickly become unmanageable if they're not setup and managed correctly. More complex operations would most likely require hiring a consultant who is very experienced with Dynamics.

Overall: Dynamics is a robust CRM solution that allows users to manage their customers and contacts in a single application. Basic implementations are fairly easy to setup, and specialized training is not required, except for more advanced integrations/implementations.

Capterra loader

Great CRM that can fit well in your existing environment

Nov 06, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: At the time of using Dynamics CRM, what made the software such a success is that it felt familiar to those using it because of how similar it felt to Outlook and other Office apps. The seamless integration with Outlook was a huge positive as well for our users.

Cons: At the time of use, there wasn't much to like. What was most difficult was coming up with custom solutions and working with third party vendors to adapt to the business needs.

Overall: Overall, it was a robust solution that integrated nicely with an existing suite of products (MS Office) that made it familiar to our team.

Dynamics - proves you can be good at multiple things

Sep 06, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: As enterprise software go Dynamics is very versatile and powerful product that can manage the complexities of businesses small and large. It is well thought out and designed product

Cons: This is a complex piece of software. To realize the value/ return on it you need to invest time and resources in learning its capabilities and setting it up right for your business processes

Overall: We ran an entire business on it - Finance, HR, Sales, Project Management, Inventory Management and Logistics. The integrated nature of the product meant data was current and discrepancies across module were rare and easily identified.

For me it is the best line of ERP and CRM software owned and developed by Microsoft

Apr 05, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money

Pros: Once synchronized, you can see Outlook emails, contacts, appointments, and all your client's CRM information in one place.

 

Convert an Outlook email into a sales opportunity that records all conversations and data in a single system. In this way it is not necessary to "copy / paste" the notes from Outlook to CRM.

 

To help minor sales or complex sales processes, you can access contextual help that guides the user through the sales process.

 

Review the data in any format with a single click.

 

Point out tasks within CRM that align with Outlook tasks, days, weeks and even months before.

 

Create new rules for any specific opportunity so that they can be easily consulted, sorted or filtered.

 

Have control over frequently used fields by configuring your personal preferences to track what is most applicable to the user without the participation of technicians or administrators.

Cons: The information in the cloud poses a risk to the company.

The cost of the software, its implementation, installation of hardware in the company results in a high cost

The high complexity of the functionalities is a limitation for the implementation and adaptability of end users

Best CRM software there is

Nov 18, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Comments: I have used a few different CRMs in my career and home business, ranging in occupations from Insurance, to Call Center Services, to Real Estate and Property management as well as Legal Services and Home Consultation - I have found Microsoft Dynamics CRM to not only be the most flexible with all these different occupations needs, but so easy to use, a download that is accessible to all who need access, within my budget to the point I have more to spend on other applications partnering with this like Timesheets and Project Manager. I would highly rate this because the alternative options are extremely expensive, promising you better applications and ease of access when you get the same thing for basically free to start.

Pros: Easy to Use, Accessible, Simple to Navigate, Not Expensive, Flexible with Who it's meant to attract/Many different reasons for use.

Cons: Really nothing except it's minor limitations on editing/creating forms and personalization.. For the most part, easy to personalize, but then there's the details of some areas in the system you are limited to edit and create for even more accessibility.

Recommendations to other buyers: If I could recommend this product to someone, I would make sure it wasn't to any person or business who intends to use a CRM software for Large Companies, or a large clientele base (Over 100,000) because the content can make it run slower, as it is intended for slower businesses or home offices for organization, not so much multi-employee/staff use like Applied Epic is.

Capterra loader

Software very easy to use for the management of the relationship with customers that provides help.

Feb 22, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Its main (pros) advantage lies in the implementation costs, much more adjusted than in the case of SAP or other software that require advanced SAP courses, as well as its ability to be expanded according to the needs of the company so require. Microsoft Dynamics is an easy software of business resource planning products aimed at medium and small businesses as well as affiliates and divisions of large organizations.

Cons: Cost. Discomfort during the implementation process Risk that is not effective and adaptable for our company as it could be for another.

Overall: As the business evolves, Microsoft Dynamics provides a reliable growth platform helping its employees to be more effective and their company to be competitive. Simple software to customize and quick to adapt to the scope of your business. Regardless of the degree of specialization of your company or where you are in the world, Microsoft Dynamics can meet the needs of your organization.

Great GL/AP/AR Software

Aug 13, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: Dynamics GP has done a fantastic job at bringing enterprise-level back office solutions together. The billing/AR, accounts payable, and financial modules are very powerful and allow us to truly customize our experience to fit our multiple location, EIN business module.

Cons: Dynamics Payroll leaves a lot to be desired, especially as a customer in the staffing industry. It does not allow for the flexibility of an employee basis that changes week-to-week.

Overall: It's a very powerful back office tool that is great for any company in the manufacturing or retail business, especially.

Great, practical and very dynamic, very useful for students and entrepreneurs.

Jun 16, 2018
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The ease of management that it has in the student field, shows a great variety of designs and ideas that develops the ingenuity and creativity of those who use it. Microsoft is the software that should be in every home; for its practicality and variety.

Cons: The cost of its acquisition compared to the competition and it is not a multiplatform program, so it has restricted its use to certain users.

Overall: It helps me a lot in the realization of works and projects, both academic and personal. Its benefits are many compared to its disadvantages, I recommend it blindly as a good and valuable option.

Excelent but don't take it as a ready to use solution

Feb 06, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
Likely
Extremely
Likely

Pros: It is very versatile. It gives you the tools to create a big data processing and management system. We use Nav in daily basis and gives us the confidence of security, integrity and even the very useful Web services. All the dynamics system is like Access on steroids.

Cons: Price. Licensing is too expensive. It needs constant development and even for that a license is needed.

In order to have reports, we built our own but most of the people buy a 3rd party solution for that. More costs. If money is not a problem, this is for you.

Overall: Security and data integrity.

Frustrating at times, but has potential.

Dec 13, 2016
4/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
Likely
Extremely
Likely

Pros: - I like tracking my Opportunities in one place. CRM makes that easy.

- I like having access from the web. I can go anywhere and still access my clients.

- I like that it integrates with my Desktop Outlook software.

Cons: - Dynamics CRM needs to work better with Outlook desktop and SharePoint. I keep getting script errors, timing out, and not connecting the CRM to Outlook.

- Not clear or intuitive where to go next when you open a contact, account, or opportunity screen. Clunky!

- I wish it were easier for a common user to customize it. We have people to do that, but it seems the changes are made for everyone. I wish I could change what appears on the Opportunity screen (like a phone number and/or email address of the primary contact) without the hassle of having to use someone's time to change it for everyone.

Overall: Microsoft Dynamics CRM Pros:

- I like tracking my Opportunities in one place. CRM makes that easy.

- I like having access from the web. I can go anywhere and still access my clients.

- I like that it integrates with my Desktop Outlook software.

Microsoft Dynamics CRM Cons:

- Dynamics CRM needs to work better with Outlook desktop and SharePoint. I keep getting script errors, timing out, and not connecting the CRM to Outlook.

- Not clear or intuitive where to go next when you open a contact, account, or opportunity screen. Clunky!

- I wish it were easier for a common user to customize it. We have people to do that, but it seems the changes are made for everyone. I wish I could change what appears on the Opportunity screen (like a phone number and/or email address of the primary contact) without the hassle of having to use someone's time to change it for everyone.

Recommendations to other buyers: The system is very slow, especially on the back end when it comes to making customisations. Should fix this.

All about Dynamics

Dec 10, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: This software is very easy to manage and is very useful. The software allows you to manage your customer database and partners on a daily base. It also helps with creating detailed reports, tasks, and schedules. This software allows you to stay in contact with all your co-workers. I really love this software and I would recommend other companies to try this software out if they are looking for an easy way to manage their customer database.

Cons: It was a learning curve to understand the charts and graphs at first, but it was easy to understand for me after the 3rd day of playing with the system. One problem I did experience was the system was going slow when emails were full. So I had to make sure the emails didn't get full.

Overall: I love Dynamics now despite the learning curve I had. This software is amazing and I do recommend using this product or at least try it out.

Capterra loader

efficient, effective, integrative and user-friendly

Jul 10, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I find the software is quick and user-friendly. Everything works well together and was very easy to explain to more elderly folk, which is important. This software is critical for my job so I would honestly be lost without it. Specifically, SharePoint has revolutionized the game and has greatly assisted my team in sharing information and integrating everything as one!

Cons: Nothing negative to say about it. Maybe, consider looking into updating the user interface but nothing major.

Overall: - SharePoint

- Outlook

- Microsoft 365

- Azure

- Yammer

Good CRM system, but sometimes hard to customize

Jul 06, 2015
4/5
Overall

3.5 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: The ability to integrate it with other Microsoft products and with most Marketing Automation platforms. Easy to navigate between Leads, Contacts, Accounts and Opportunities. The dashboard takes some practice to customize, but it allows visibility into many areas. The ability to qualify a lead by completing a set of steps.

Cons: Workflows and forms are not as intuitive as I would've preferred. Even though the CRM syncs natively with our Marketing Automation platform (Salesfusion), we found that a lot of customizations were still necessary, one of which being that the country field from our landing page forms did not communicate correctly with the country field inside Dynamics CRM because it was a drop down. The country field inside the CRM is a text field. As a result we had to create custom fields and map each country from the drop down to a unique ID from within the CRM...it ended up being a very time consuming task. Filters are not very intuitive, and the advanced find seems hard for our sales reps to get a good grasp of and feel comfortable using. Some settings only work in Internet Explorer, and it's not very efficient considering that Chrome is the mostly used browser.

Recommendations to other buyers: View demos of other comparable solutions such as Salesforce, Saleslogix, SugarCRM, etc. and pick the one that best fits your business needs. Make sure you have a clear idea of what your needs are, how you want to segment your data (leads. contacts, etc.) and identify some pain points to discuss before picking a solution.

Excellent CRM Solution

Aug 08, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Easy to use, great functionality for sales, customer service and marketing, integration with the Microsoft stack (Office 365, Exchange server, etc.), easy to customize, feels like a really well designed software, very good security, flexible solution, easy to create validation rules, workflows, nice to be able to create new solutions separate from default solution, can send email notifications, show or hide fields based on conditions, a lot of out of the box dashboards and reports, the lead to opportunity flow works well, intuitive user interface.

Cons: They rebranded it to Dynamics 365 and also increased the cost of the on premise version. Also, it occasionally gets errors but they do not seem to cause any real problems.

Overall: Manage pipeline, keep track of all contact and account information, create notifications and reminders, help to structure our companies sales processes.

It Has Everything

Aug 10, 2018
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Dynamics has everything a company needs to run smoothly from order taking, production management, scheduling, CRM and accounting.

Cons: Every now and then when I try to export a document from Dynamics it freezes. But this does not happen that often.

Overall: Dynamics made it easier for my company to go paperless because every aspect in the module can be tied back to 1 customer, 1 vendor, 1 purchase order, 1 sales order or even to 1 contact. We no longer have to have job files, customer files or vendor files. Everything is stored in Dynamics, you can even scan things and attach them to whatever it is you are working on.