Who Uses This Software?

Any company looking for effective management solution software


Average Ratings

3285 Reviews

  • 4.5 / 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!


This product settles on choices simpler in light of the fact that the incorporated information is ac

May 17, 2019
5/5
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: Simple to utilize, not costly, and easy to explore.

Reconciliation with Outlook accessible for messaging. Its layouts are exceptionally helpful for comunicate news or tips to a business group. Coordination with other Microsoft items is extraordinary as well.

Simple to redo, even a non-specialized individual can make new contacts, accounts,etc will be simple with Dynamics, no programming learning required.

Client support is great with the FAQ and choices that are truly required.

I can mass information to One Drive and access it synchronized with my work area.

On the off chance that you make passages in a spot with no web, all information will be synchronized once web association is built up.

It has a ton of additional items.

The portable application is valuable for checking reports or access information when visiting clients or not before a work station.

This CRM configuration permits compose all customers by classifications and access them quick and simple and recollect the customer history or significant things of the last contact or visit.

All capacities you need are effectively accessible with a tick or contact.

There are applications accessible for Android, iOS and Windows Phone.

Cons: It has issues when an update is discharged.

Isn't easy to use for new clients or learners.

Requires a long customization to begin running

Sign in portable application is excessively moderate. An excess of reaction time.

Unreasonable windows, tabs and screens can make it hard to first time clients. It needs a superior menu.

It just backings Internet Explorer based programs.

Somewhat moderate to information input if not tweaked, numerous fields not by any stretch of the imagination required.

Sessions break is a bulky issue. Despite the fact that it might be vital for security I don't care for it in light of the fact that multiple occasions a conversing with a client takes quite a while and it's, significant.

Poor and troublesome joining with Gmail might be an issue.

No visit effectively accessible.

It's moderate to spare information since it's cloud based. It relies upon web speed.

Overall: Dynamics enables firms to join the current advanced period, and this cultivates the procedure of basic leadership, and encourage development. With Dynamics, it is anything but difficult to foresee the customers needs, and this empowers firms to get ready satisfactorily on the most proficient method to manage their clients. Elements is a simple to utilize apparatus, which is ingenious and rich. I cherish Dynamics capacities and abilities.

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.

Dynamics 365 for Sales

Jan 10, 2019
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

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

Pros: - Its very intuitive specially after the unified interface introduced by Microsoft we have a seamless interface across all platforms including Web, Tablet, Mobile.

- Integration with any system including MS office, Outlook, Dynamics AX, NAV, GP is pretty straightforward after the advent of CDS platform.

- The power platform (Power BI, MS Flow, Power Apps) is a power pack of creating very handy utilities for your business.

- With power apps i have created multiple apps for my business users with zero programming skills.

-Power BI platform allows you to create comprehensive reports using OOB templates available for Sales, Service Management etc.

- The licensing is pretty straight forward and generous. With one Customer engagement license i was able to utilize almost everything under the Dynamics 365 umbrella including power apps, power BI and MS Flow etc.

Cons: - The mobile application is not very great. There are very frequent crashes and it just doesn't provide that experience which an end user expects out of such a great platform. However, MS had made up for it by introducing the power apps feature.

- Some features are just too hard to implement. It all looks good from the list of features that the platform has to offer but when you actually want to implement it, the data required to simulate that feature is a piece of work e.g. Sales AI, Relationship Assistant

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

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.

Capterra loader

Dynamics is the best proprietary management microsoft.

Jun 23, 2019
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: Dynamics has fully integrated Customer Relationship Management (CRM) modules. The one thing about this software is that it can better provide the opportunity to manage our business such as finance, sales and marketing with operations. Through this microsoft we create new services cases as well as we can also use this microsoft for the accounts and sales related features. Hence this microsoft is very versatile because it provide us the good customer data storage.

Cons: The one and most obvious thing about the Microsoft Dynamics is that it lacks the good customer relationships and services. The other problem that you faced while using the Microsoft is that it require a long customization to begin running the business. The other difficuty that you faced is that you cannot see the exact amount of data stored in your entities. But to conclude that Dynamics is the best proprietary management microsoft.

Overall: Dynamics Microsoft is very versatile because it helps us in business. I can easily manage my accounts and finance in a more efficient way with the help of this Microsoft. IT can also allow us to apply our knowledge and skills to the Microsoft Dynamics in a more efficient way. I would recommended this Microsoft to other peoples because it is very easy to use and quite handling.

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

Functional if clunky enterprise database solution

Mar 26, 2019
4/5
Overall

2 / 5
Ease of Use

3 / 5
Features & Functionality

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

Pros: When it comes to information storage and retrieval, Dynamics works well. The available data fields for customer data are extensive which make sorting vast amounts of data easy. The different functions available to marketers is very good as it allows us to segment pretty much any type of data as and when it is received. The integration of Dynamics with various APIs has also been easy for us, whether it's our front-end website or a 3rd party API like Trustpilot.

Cons: The interface is very dated. If you don't know quite how to do something you are going to struggle as it is very much busy menu after busy menu. The logic behind the user journeys doesn't seem quite right and there is a real lack of thought gone into making the software work well in the modern IT age. It can also be very expensive depending on what you need out of the product.

Overall: The functions of Dynamics CRM are what sets this product out as one of the best out there. However, that doesn't mean it is at all easy to use for a novice or intermediate user.

However, from a business stand point it is reliable and has served us well over many years.

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.

Dynamics CRM helps in achieving 'overall objectives of a business'

Apr 17, 2019
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: Every business wishes to cherish her customers. Therefore CRM has become a professionals responsibility for which many CRM products have evolved in the business world. Microsoft Dynamics 365 CRM has undoubtedly become the professionals choice for obvious reasons. As Dynamics CRM smoothly integrates with other Microsoft products it's a preferred choice of many. It off-loads a professionals weight and utilizes time and efforts for strategic responsibilities.

The enormous knowledge base of Microsoft has been incorporated into Dynamics CRM to maintain the existing relationships with customers, use that relationship to retain those customers, generate profitable leads using those relationships in order to reach corporate objectives. Additionally features such as accessing professional social media such as LinkedIn brings extra benefits in expanding connections and finally generate sales leads. For larger organizations, Dynamics offers additional business lead packages with extra costs.

For IT savvy users, the wide range of features would not be a concern as familiarization with the system patiently would offer many benefits in managing work schedules. Moreover being systematic and up-to-date with customers' matters will bring prestige to an organization in addition to extra sales.

I feel it is worth investing in Dynamics CRM in comparison to benefits.

Cons: Affordability is an issue for small companies.

Overall: It's not limited to a CRM, but an integrated package connected to a wide range of Microsoft resources. The back up by Microsoft professionals will definitely help for customization and gain the full potential of the system.

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.

The ERP and CRM system for top class organisations

Dec 16, 2018
5/5
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: 1. The interface is so easy as it's built on the very familiar Ms Office line

2. The cloud support and user-specific sharepoints that can be sent to multiple collaborators makes Dynamics a must have for any serious organization with any sort of horizontal organogram

3. Rather than build a new GUI, Microsoft did well to just integrate current Office products but allow integration with other third party apps like SAP and Quickbooks

Cons: 1. Its is built for Edge and native Internet explorer, very slow browsers by Chrome standards. This means that some compatibility issue when using other Non-Microsoft browsers will cause a few sighs of frustration in the course of the product use

2. At this time and age, Microsoft can do more than only allow 10 GB cloud storage for entry package when the competition starts off at around 40-80 GB cloud space

3. Customization is a pain, which is expected as Microsoft are not known for allowing open source inclusivity

Overall: If you are in search of a stable ERP and CRM software but are not driven by a need for a custom built platformm, don't hesitate, buy Dynamics by Microsoft

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.

Lots of Features, Difficult To Customize

May 15, 2019
4/5
Overall

2 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
Likely
Extremely
Likely

Pros: Dynamics is a blank sheet for a database program. There is so many functions available with this software, that you can get overwhelmed very easily. With what we do use, it has helped control our inventory, sales orders and accounting within a single software. We've even started using it for production scheduling.

Cons: This software is very generic out of the box and requires a knowledgeble person to maintain/format it for proper use. With the team that we have, we've been able to do such that. However, without that team, this software wouldn't have helped us at all.

Overall: We currently use Dynamics for all aspects of our business from order entry to inventory to accounting. As noted, we even started using it for our production scheduling. In order to have all these aspects be controlled by Dynamics, we've spent a lot of time and money developing this software and customizing it to our needs. It isn't perfect, but it does the job and we're happy with the functionality.

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.

10+ Year of Experience

Jan 24, 2019
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality
Likelihood to Recommend: 5.0/10 Not
Likely
Extremely
Likely

Pros: Once set up and configured, very easy to use and navigate. Includes all the features and functions need to have a basic CRM in place, but it requires a lot of customization. If customization isn't required and you are okay with the 'out of the box' approach, I think this CRM gives any basic organization more than they need.

Cons: Our company required, and still requires, some heavy customization of this software. We are still continuing to make improvements as technology changes. The price is hefty. While the price wouldn't be so bad if there was more support on customizations and updates, you still need to hire outside help for improvements. Which, in turn, costs more money.

Overall: The basic purpose of this CRM is for customer management. This is something huge in our company to control and evaluate leads vs. sales. This software helps to solve this for us. While it is effective, the price and customization have been negatives for us.

Microsoft Dynamics CRM Reveiw

May 09, 2019
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: - Integration with Outlook and Office 365

- Ability to create Dashboards and Ad-Hoc reports very easily

- Integration with other business tools such as InsideSales.com

Cons: - Send Marketing emails from the CRM using a template is limited and hard to do

- Ability to create multiple accounts for the same company/account

- No integration between Dynamics CRM and business tool Yesware. If email from Outlook, using Yesware, needs to get logged into Dynamics, this can not be done. Microsoft Dynamics does not offer this feature for Dynamics CRM Office 365 yet

Overall: When a sales rep thinks about a CRM, they always think of Salesforce.com first, since this is the most common CRM most sales rep use. When a sales rep makes the move to Microsoft Dynamics CRM, there is some ramp time needed, with the new view and processes that Salesforce.com offers, that Microsoft Dynamics does not. But, with continued usage and get the "day in the life" using Microsoft Dynamics, the sales rep will become comfortable with the tool. They will like the feature of their CRM can now integrate with other Microsoft products, the ability to create dashboards and integration with other key business tools.

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.

Capterra loader

Dynamics is a great tool for keep everything focused and maintained.

Jan 15, 2019
5/5
Overall

4 / 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: The overview and dashboard of this tool is quite modern and sleek. It helps me to focus on my work with more efficiency and keeps track of the things in order to put in more improvement in it. We can track the mails, client history , orders , sales and finance matters. Thus , it helps in get rid of all other spreadsheets and spare tools. Every task can easily be performed with it and also can be monitored easily as well.

Cons: Dynamics got great set of tools of which some are quite complicated to use and implement .So it requires a bit of training to get hold on the things and the tools. And for some operations , Microsoft dynamics lacks some functions and tools for which we have to consult some other software.

Overall: Microsoft Dynamics have eased up our work when it comes to track daily progress and monitor sales , mails and other spreadsheets. It's like a whole package with everything intact and bound.

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

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

Cost Effective Solution, Suitable for Developers

Dec 12, 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: 6.0/10 Not
Likely
Extremely
Likely

Pros: While not as customizable as salesforce, in my opinion, Dynamics CRM is more than enough for our small organization. While I do feel a lot of the times a CRM developer would be nice, I have managed to google most of what has been needed in customizing the system, utilizing process workflows, and more.

Cons: Releases are pushed separate of the voice of the customer (survey) entity. As a result, when a general release is pushed, it has at times broken the VoC product and then required a secondary update to make it functional again.

Overall: As a Director of Human resource,s managing a CRM platform is not typically within my scope of work. However, while it can be complex, there are enough forums online that have equipped me with the tools to effective manage and troubleshoot Dynamics CRM, when needed.

I have worked both with Dynamics and Salesforce. I find that for the price point, Dynamics offers what we need.

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.

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!

Dynamics seems to be in a free fall for quality

Apr 25, 2019
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

2 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
Likely
Extremely
Likely

Pros: It allowed our company to customize modules for atypical data, create a simplified dashboard, and run task management well.

Cons: The calendar functionality is 20+ years out of date; ease of use, functionality, no reminder times, poor interface for date and time selection. They have made wholesale changes to the social pane (Notes in particular) that require multiple clicks to open chronological progress of data from notes. This is not reversible at the user level, and is terrible for work flow. Dynamics is unbelievably unresponsive to the small user, and seems to create a layer of irresponsibility for addressing problems, by hiring a 3rd party vendor to supply tech support who lead with " this is something we can't fix at our level"

Overall: All their executive developers seem to have moved to SalesForce. I assume I will, too.

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

Microsoft Dynamics 365

Jan 10, 2019
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: Microsoft Dynamics 365 is being used in multiple department of the company but not all . We use it in tracking the incoming client request, that is from the support to implementation. It also allows those members who are client-facing to be on the same application and work together in a more efficient manner. The software being a cloud solution helps some of the workers to even work remotely.In addition to that, the software is easy to use and easy to teach new users.

Cons: The customization feature is both a blessing and a curse . The more you customize it the it tend to lag. The software is also cumbersome to implement

Overall: Dynamics 365 is an easy to use software, which has improved operation management such as organization staffing. It is also product with a friendly end user interface.

Why be different?

Mar 08, 2019
5/5
Overall

4 / 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: Dynamics offers almost incomparable levels of integration and compatibility with just about every other piece of software we use. Its origins within the Microsoft ecosystem mean that we simply don't need to think about if and how it will interact with our other packages, we can simply focus on developing solutions with it.

Cons: Dynamics still has quite a "techie" feel to it, and sometimes it is hard to get non-user s(particularly in Senior Management) to really understand what it is doing and how it can solve our problems.

Overall: Why be different? we're not salmon, we don't have to swim upstream. Here is an industry leading product that is so widely deployed and so well supported that almost every problem we encounter with it has already been solved somewhere else by some one else. The excellent local online user group keeps us in touch with other users, and if we ever have a problem with our current Microsoft Gold partner, there are several others in the city just waiting to take their place - so support levels are excellent.

CRM Tool That Gets The Job Done

Apr 18, 2019
5/5
Overall

4 / 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: One positive from using this software is the fact that it was a fully integrated system that can be across multiple platforms, including, web and mobile, which are basically important for the day-to-day running of any CRM team.

Still talking about integration, it offers seamless integration for other MS tools/software, such as Dynamics, Outlook, and the almighty MS Office.

Onboarding is pretty wholesome as their technology/sales teams make it easy to understand the product end-to-end or at least give you and your team a proper head start into getting the best out of the software.

Cons: The biggest issue with Microsoft Dynamics CRM is the difficulty in implementation. This is probably down to the ample number of features you get from adopting the software.

Overall: It's great for getting the job done. If the team can get past the implementation bit, you have a really functional CRM tool, probably one of the best out there.

Dynamics for Small/Medium Enterprises

Jan 10, 2019
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: The software is very flexible and has an unlimited level of configuration. It is fully customizable. It has an advantage of full integration and extendibility if you already using MS Office.

Cons: The high flexibility is a risk at the same time because the software doesn't come with a predefined rules and standard but it is based on the customer needs and the consultants knowledge.

Overall: Dynamics is a good ERP for small and medium but I don't think it is very easy to implement for big enterprises. We had multiple implementations of Dynamics in our company but we faced problems with consultants in many of them. The consultant ranking moved from number one on Microsoft website to be disqualified. So the recommendation is to be very selective in choosing your consultant with related experience and try to execute the implementation in the shortest possible duration.

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.

A little overwhelming

May 31, 2019
5/5
Overall

2 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support

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

Pros: I liked the ability to customize information on my dashboard. You can create views and charts for almost any piece of data you capture. You can even create custom entities to capture information about the KPIs important to your business.

Cons: The software is so robust that the implementation was lengthy and required consultants to help. It also took some time for new users to learn how to use it effectively.

Overall: We originally used Dynamics CRM as a business development tool and adapted it to become a customer service tool. I found the implementation and administration a bit overwhelming. It is a robust solution with tons of options for integrations and customization. Our small business favors solutions with easier to use out of the box functionality, even it means we have to use multiple solutions across the organization.

Capterra loader

All Information About Clients in One Place.

Dec 14, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

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

Pros: We use Dynamics CRM across the entire Organization, the difference is some of the department frequently use it more than others.The software allows all the employees in the different departments to share account information about our present and prospective clients. There is no need to call or email other department to inquire about clients since all the information is provided in one place,where every employee can access.I like the user friendliness of the software and easy it is to customize the account.

Cons: We always have issue with duplicated files and tracking them is time consuming.

Overall: It is an easy to use tool with a friendly user interface that helps us to know what is needed of our clients . It is a tool that i would highly recommend.

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.