Best For

Any company looking for effective management solution software

Product Details

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.

Contact Details

Microsoft

http://www.microsoft.com

Founded in 1975

Located in United States

Starting Price

  • $40.00/month/user

Platform

  • Installed - Mac
  • Cloud, SaaS, Web
  • Installed - Windows
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Support

  • 24/7 (Live Rep)
  • Online

Dynamics Features

Dynamics Reviews

Overall
4.5/5
Ease of Use
4/5
Customer Service
4/5

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Pasindu B.
Student
Education Management, 201-500 employees
Used the software for: 6-12 months
Overall Rating
4/5
Ease of Use
3/5
Customer Service
4/5
Features
4/5
Value for Money
3/5
Likelihood to Recommend
7/10
Reviewer Source 
Source: Capterra
August 5, 2019

“A pleasant and easy experience ”

OverallThe overall experience with this software os pleasant and as a whole i like this software and would probably recommend it to my colleagues. This software made my work easy, easily accessible, and hence e pleasurable
Pros The software was very effective to keep in touch with customers, who are not always available to us in person, and at the same time manage and implement the regular tasks at office and that really was helpful. Also the software has features enabling us to stay up to date with our reports and business records so that you can have updayed and latest information of your business noted at hand and i really found this feature handy because, i could be prepared for my appointments within a short time and switch from my usual office work to taking up an appointment without much exercise. I liked it very much because it makes the job easy. And of course, when using this particular software you can update notes offline as well as online and the offline synchronisation is really good because you can stay up to date even when your network connection has gone down, and so that avoid the risk of missing any important records. I liked that facility too. And we can review the progress with charts and graphic representations and i liked this very much because it makes the information easily accessible.
ConsI occasionally had some issues while opening the app but i found them fixed later. Also i miss the "pull down to refresh" option badly and it's absence was felt most of the times when using the software. Also the screen rotation is absent and that feature would have been very useful if it was present because the feature is frequently used depending on the occasion. I felt really taken back to know this feature is missing. And sometimes i have been through occasions when the application get stuck.
Reviewer Source 
Source: Capterra
August 5, 2019
Suthan C.
Senior Software Engineer
Computer Software, 201-500 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
4/5
Customer Service
4/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
May 17, 2019

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

OverallDynamics 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.
ProsSimple 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.
ConsIt 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.
Reviewer Source 
Source: Capterra
May 17, 2019
Nagish K.
IT Officer
Non-Profit Organization Management, 11-50 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
4/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
October 18, 2018

“Best in the Bests, CRM and ERP all together”

OverallMicrosoft 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.
ProsEverything 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.
ConsIt 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.
Reviewer Source 
Source: Capterra
October 18, 2018
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alfredo r.
ventas
51-200 employees
Used the software for: Unspecified
Overall Rating
4/5
Ease of Use
3/5
Customer Service
3/5
Features
3/5
Value for Money
3/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
March 13, 2018

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

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.
ConsA 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.
Reviewer Source 
Source: Capterra
March 13, 2018
Shahid S.
Business Developer- Sales Ops
Information Technology and Services, 501-1000 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
4/5
Customer Service
4/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: GetApp
August 20, 2019

“Dynamics CRM is the leading industry CRM”

OverallOur sales process has improve and the processing time has been reduced for all orders. Dynamics has empower our sales team to make right decisions, they feel equipped with all necessary information. We are able to create better visibility for everyone and work sales performance management.
ProsReporting is made very easy with Dynamics, there are so many inbuilt templates for report and dashboard which can serve most of the needs. Our Sales flow has improve with Dynamic in place with better lead management. Sales team is most benefited as they feel equipped with the necessary information and they achieve better results. Page layout is very user friendly for all records, like opportunity, quote, account. The support team is very prompt and helpful, with their help you can use Dynamics to the best of it capabilities.
ConsThe only thing that I come across is, inline edit capability is not available in the reports. Apart I am very happy and satisfied using Dynamics
Reviewer Source 
Source: GetApp
August 20, 2019
Verified Reviewer
Food Production, 501-1000 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
3/5
Features
3/5
Value for Money
3/5
Likelihood to Recommend
7/10
Reviewer Source 
Source: Capterra
January 10, 2019

“Dynamics 365 for Sales”

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
Reviewer Source 
Source: Capterra
January 10, 2019
Aqsa Y.
Working person
Information Technology and Services, 11-50 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
4/5
Features
5/5
Value for Money
4/5
Likelihood to Recommend
2/10
Reviewer Source 
Source: Capterra
August 10, 2019

“Makes work more effective ”

OverallWhen it comes to management its all in one solution to me it helps me to represent my data in the form of charts and also deeply analyses my data that is the coolest part. While going theough difficult task and team projects it helps alot by making good communications, leads and opportunities to help me and my colleagues to manage the workload more easily and efficiently.
ProsPower platform helps to maintain all the issues regairding buisness work also to maintain everything in just one place is quite easier with this product. Field service and customer finance is an interesting feature which helps to balance the workflow in a very safe and sound way. Also interface of this product that is introduced by microsoft is also a good initiative hence encourages the users to get more familiar.
ConsFor me the only drawback that i found is its mobile application that is sometimes slow and has very much frequent crashes. Some features are just to hard to manage that makes it more complex instead of this its a must application for all my business worries.
Reviewer Source 
Source: Capterra
August 10, 2019
Verified Reviewer
Public Relations and Communications, 51-200 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
4/5
Customer Service
3/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
October 26, 2018

“Microsoft Dynamics 365 is great for CRM and PSA”

OverallWe 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.
ProsThere 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.
ConsMy 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.
Reviewer Source 
Source: Capterra
October 26, 2018
Verified Reviewer
Unspecified
Used the software for: Less than 6 months
Overall Rating
4/5
Ease of Use
4/5
Customer Service
4/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
6/10
Reviewer Source 
Source: Capterra
April 24, 2018

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

OverallIt's a CRM quite easy to use
ProsEasy 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.
ConsIt 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.
Reviewer Source 
Source: Capterra
April 24, 2018
Verified Reviewer
Unspecified
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
March 9, 2018

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

OverallIt 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.
ProsI 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.
ConsWhat 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.
Reviewer Source 
Source: Capterra
March 9, 2018
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Stefon J.
Unix System Administator
Information Technology and Services, 10,001+ employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
June 27, 2019

“Dynamics is always great for finance, sales and marketing.”

OverallDynamics Microsoft always allowed me to track the incomes, billing ,sales, taxes and marketing. I can easily store the data for the good customer services in a more efficient way. Hence it is the useful software for the good customer reporting.
ProsDynamics Microsoft has superb customization services and we can easily learned to use this Microsoft due to high intuitiveness. Dynamics is the best proprietary management software. That's why we use this software to manage our finance, sales and marketing in a more efficient and in quickly way. The another benefit that this software provide us that we can easily store the data for the best customer services. Through this software we can easily manage our business in a more efficient way.
ConsDynamics Microsoft is very easy to use and we can easily utilize. But one problem that you faced while using this software is that sometime we cannot easily create views and charts of our data.The another problem that you faced and it create a little bit problem for us that when we store large amount of data for the best customer services then we you open the documentation after sometime then some errors show on the screen without any reason. But otherwise this software is always best for finance, sales and marketing.
Reviewer Source 
Source: Capterra
June 27, 2019
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Susan A.
Sr. Manager-Business operations.
Information Technology and Services, 10,001+ employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
June 23, 2019

“Dynamics is the best proprietary management microsoft.”

OverallDynamics 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.
ProsDynamics 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.
ConsThe 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.
Reviewer Source 
Source: Capterra
June 23, 2019
Jason M.
Sales Engineer
Machinery, 11-50 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
2/5
Features
4/5
Likelihood to Recommend
6/10
Reviewer Source 
Source: Capterra
August 27, 2018

“Not the best solution for a small business”

OverallCRM 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.
ProsThe 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.
ConsThe 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.
Reviewer Source 
Source: Capterra
August 27, 2018
Mark S.
Director of CRM Applications
Financial Services, 201-500 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
4/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
9/10
Source: Capterra
October 19, 2016

“Easy to configure and customize”

OverallI 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.
ProsFlexibility (online or on-premise), ease of use, open platform for advanced customization's and configurations, lower licensing cost, and good support from Microsoft.
ConsSystem 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.
Recommendations to other buyersIf 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.
Source: Capterra
October 19, 2016
Joshua A.
System Administrator
Building Materials, Unspecified
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
4/5
Features
3/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
October 7, 2016

“A great product”

OverallI 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.
ProsCustomizations (workflows, views, etc..) are easy to create and manage.
ConsLike any Microsoft product, the errors can be vague and difficult to troubleshoot.
Recommendations to other buyersMy 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.
Source: Capterra
October 7, 2016
Verified Reviewer
Unspecified
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
3/5
Features
3/5
Value for Money
4/5
Likelihood to Recommend
7/10
Reviewer Source 
Source: Capterra
April 13, 2018

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

OverallEasy to use and the system has what it takes to manage a high level business.
ProsIt 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.
ConsThe 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.
Reviewer Source 
Source: Capterra
April 13, 2018
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Jonny C.
SEO Executive
Financial Services, 201-500 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
2/5
Features
3/5
Value for Money
3/5
Likelihood to Recommend
7/10
Reviewer Source 
Source: Capterra
March 26, 2019

“Functional if clunky enterprise database solution”

OverallThe 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.
ProsWhen 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.
ConsThe 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.
Reviewer Source 
Source: Capterra
March 26, 2019
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Mauricio Alexander R.
Desarrollador de software
Computer Software, 201-500 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
4/5
Features
5/5
Value for Money
4/5
Likelihood to Recommend
7/10
Reviewer Source 
Source: Capterra
August 13, 2018

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

OverallIn 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.
ProsOne 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.
ConsThe 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
Reviewer Source 
Source: Capterra
August 13, 2018
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Exson M.
Director de Linea de Procesos OBPP
Unspecified
Used the software for: Less than 6 months
Overall Rating
4/5
Ease of Use
5/5
Customer Service
4/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
May 1, 2018

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

OverallIs 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.
ProsI 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.
ConsDuring 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.
Reviewer Source 
Source: Capterra
May 1, 2018
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Jerome P.
Finance Officer
Accounting, 11-50 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
3/5
Customer Service
3/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
7/10
Reviewer Source 
Source: Capterra
June 24, 2019

“Top CRM Software -Great To Use”

OverallIt has enhanced graphics features and is the best CRM tool I have used so far.
ProsMicrosoft Dynamics does integrates with Outlook and even Microsoft Office so I am able to use Microsoft Dynamics or Outlook to correspond with clients and business partners. Its very user-friendly and new users can easily find accounts and account information on one screen with links to various contacts. As the dashboards are very easy to customize, it is also easy to install third-party managed solutions into Microsoft Dynamics CRM right from the marketplace where you can search for all other useful solutions. Last but not least feature of this App is that it has very brilliant reporting features in views where users can create and export them to Microsoft Excel for further processes.
Cons1. When it comes to metric calculations the tool is quite complex on that curve. It should be made to execute calculations with ease. 2. The tool could be very complex for novice users. Both interface and features. 3. Payment methods with Microsoft Dynamics AX like ACH and Wires are quite passé. The experience with these modes of payment can be a little clumpy. 4. The capability to export data is complex to develop and set up for various entities. Users must create their own query and manage rather than one saved query that can be accessed by various users.
Reviewer Source 
Source: Capterra
June 24, 2019
RANDY R.
Manager
Information Technology and Services, 11-50 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
4/5
Customer Service
4/5
Features
5/5
Value for Money
4/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
June 10, 2019

“Dynamics is great!”

OverallWe are impressed with the customization on the Cases features, and how we can create required and no required fields. Also how the accounts are located, and fill in the case details by default. Overall we are very happy with the product and recommend it to anyone who is needed a CRM for case and sales tracking.
ProsWe use dynamics to track incoming cases for one of our larger customers. We create new services cases, as well as use the Accounts, and Sales related features.
ConsThe Save Icons are sometimes too small and hard to find.
Reviewer Source 
Source: Capterra
June 10, 2019
Verified Reviewer
Human Resources, 11-50 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
4/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
April 17, 2019

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

OverallIt'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.
ProsEvery 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.
ConsAffordability is an issue for small companies.
Reviewer Source 
Source: Capterra
April 17, 2019
Verified Reviewer
11-50 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
3/5
Customer Service
5/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
July 2, 2018

“Robust CRM with extended features”

OverallMS 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.
ProsIt 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.
ConsThe 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.
Reviewer Source 
Source: Capterra
July 2, 2018
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Carlos Alberto M.
Gerente de Finanzas Tributarias de FOPNPROCINE
51-200 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
3/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
May 9, 2018

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

OverallThrough the management of this platform it is possible to obtain professional tools that help in the Optimization of your business operations
ProsIt 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
ConsIt 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.
Reviewer Source 
Source: Capterra
May 9, 2018
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Luis C.
Software Developer
201-500 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
4/5
Features
5/5
Value for Money
2/5
Likelihood to Recommend
7/10
Reviewer Source 
Source: Capterra
April 26, 2018

“Take a step forward in the management of your company.”

OverallHave 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.
ProsThis 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.
ConsThe 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.
Reviewer Source 
Source: Capterra
April 26, 2018
Verified Reviewer
Renewables & Environment, 51-200 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
4/5
Customer Service
4/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
7/10
Reviewer Source 
Source: Capterra
December 16, 2018

“The ERP and CRM system for top class organisations”

OverallIf 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
Pros1. 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
Cons1. 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
Reviewer Source 
Source: Capterra
December 16, 2018
Verified Reviewer
Higher Education, 1001-5000 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Features
4/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
November 14, 2018

“Great organizational-level solution”

ProsI 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
ConsWhile 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.
Reviewer Source 
Source: Capterra
November 14, 2018
Verified Reviewer
Hospital & Health Care, 51-200 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
4/5
Customer Service
4/5
Features
3/5
Value for Money
4/5
Likelihood to Recommend
7/10
Reviewer Source 
Source: Capterra
October 14, 2018

“Microsoft Dynamics - Customer Review”

Overallout 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.
ProsAs 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.
Consoff 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.
Reviewer Source 
Source: Capterra
October 14, 2018
Chris C.
Quality Control
Construction, 51-200 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
2/5
Customer Service
2/5
Features
4/5
Value for Money
3/5
Likelihood to Recommend
6/10
Reviewer Source 
Source: Capterra
May 15, 2019

“Lots of Features, Difficult To Customize”

OverallWe 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.
ProsDynamics 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.
ConsThis 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.
Reviewer Source 
Source: Capterra
May 15, 2019
Toby D.
Director of Client Services
Computer Software, 201-500 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
4/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
5/10
Reviewer Source 
Source: Capterra
November 23, 2018

“CRM Software with wide capabilities”

OverallWe 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.
ProsThis 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.
ConsPretty 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.
Reviewer Source 
Source: Capterra
November 23, 2018
yogendra kumar s.
network engineer
Information Technology and Services, 501-1000 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
5/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
January 16, 2018

“Amazing business software”

OverallI 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.
ProsOffline 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.
Conssoftware 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.
Reviewer Source 
Source: Capterra
January 16, 2018
Wesley A.
Senior Developer
Information Services, 11-50 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
3/5
Customer Service
5/5
Features
5/5
Value for Money
3/5
Likelihood to Recommend
7/10
Reviewer Source 
Source: Capterra
August 15, 2019

“Used for Database Backend”

OverallWe were able to implement an application very quickly and the user was able to be involved in the design process.
ProsThe objects were easy to create and design object relationships.
ConsThere is a bit of a learning curve just to get going with MS Dynamics.
Reviewer Source 
Source: Capterra
August 15, 2019
Mario Eduardo M.
Project Manager
Information Technology and Services, 51-200 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
3/5
Features
5/5
Value for Money
4/5
Likelihood to Recommend
7/10
Reviewer Source 
Source: Capterra
August 4, 2019

“Dynamics must be Dynamic in the Dynamic World”

OverallWe have been using, implementing, administering and supporting the product for almost 20 years, now. Generally, it has provided returns on investment to almost all our clients for a span of 1 to 3 years. Its value as an ERP is still in. Product-wise, they have kept up in the fast-changing market of business technology. They are here to stay.
ProsIt is really full in functionalities, and the product is scalable to the needs of a diverse market of clients, from small to big, and from one business model to another business model.
ConsThe local support is absent here. There has been virtually no one from the principal side to approach for support. Support tickets are costly especially on simple inquiries that chats can resolve. There are other solutions with this avenue of customer service for year already. What we do get is support from other users in the net, which has been mostly satisfactory so far, but not something as direct as we need it to be.
Reviewer Source 
Source: Capterra
August 4, 2019
Verified Reviewer
Information Technology and Services, 11-50 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
July 24, 2019

“One of the best ERP softwares in the market....”

ProsMS Dynamics Axapta is the ERP tool I've used for more than 2 years now, and is really worth the investment for your company. Report generation, forms customization, ledger/voucher creation /posting is all a piece of cake for this tool.
ConsThe installation process is pretty heavy, but also not very subtle at times and requires good domain knowledge and expertise.
Reviewer Source 
Source: Capterra
July 24, 2019
Verified Reviewer
E-Learning, 51-200 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
4/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
May 9, 2019

“Microsoft Dynamics CRM Reveiw”

OverallWhen 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.
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
Reviewer Source 
Source: Capterra
May 9, 2019
Jessica L.
VP
Alternative Medicine, 1-10 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
3/5
Features
3/5
Likelihood to Recommend
5/10
Reviewer Source 
Source: Capterra
January 24, 2019

“10+ Year of Experience”

OverallThe 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.
ProsOnce 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.
ConsOur 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.
Reviewer Source 
Source: Capterra
January 24, 2019
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Robert S.
Senior Corporate Account Manager
Retail, 10,001+ employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
4/5
Customer Service
5/5
Features
5/5
Value for Money
4/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
January 15, 2019

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

OverallMicrosoft 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.
ProsThe 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.
ConsDynamics 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.
Reviewer Source 
Source: Capterra
January 15, 2019
Jenna B.
Manager - Marketing Communications
Package/Freight Delivery, 1001-5000 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
2/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
6/10
Reviewer Source 
Source: GetApp
December 4, 2018

“CRM for Fortune 500 or Large Enterprises”

ProsAs 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.
ConsIt 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.
Reviewer Source 
Source: GetApp
December 4, 2018
Verified Reviewer
Unspecified
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
July 16, 2018

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

OverallVery stable, customizable, very helpful for the users.
ProsEasy 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.
ConsThe 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.
Reviewer Source 
Source: Capterra
July 16, 2018
Shannon S.
COO
1-10 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
5/5
Features
4/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: SoftwareAdvice
July 13, 2018

“Easy to use but missing some user friendly features”

OverallOverall good system, easy to use, just wish the bugs were not there.
ProsThe system is easy to use with tagging emails and seeing all client info in one place. Overall made communication across our organization easy.
ConsMust 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.
Reviewer Source 
Source: SoftwareAdvice
July 13, 2018
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Shae J.
Human Resources Director
Computer Software, 51-200 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
3/5
Customer Service
4/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
6/10
Reviewer Source 
Source: Capterra
December 12, 2018

“Cost Effective Solution, Suitable for Developers”

OverallAs 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.
ProsWhile 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.
ConsReleases 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.
Reviewer Source 
Source: Capterra
December 12, 2018
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Juan F.
Especialista de Sistemas SharePoint
1001-5000 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
4/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
April 7, 2018

“Implementation and development of the crm dynamics product”

OverallBetter 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
ProsThe 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
ConsWith 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
Reviewer Source 
Source: Capterra
April 7, 2018
Linda H.
HR Compliance Specialist
Human Resources, 11-50 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
4/5
Features
5/5
Value for Money
4/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
February 20, 2018

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

OverallI have a way to organize documents by client in a concise way without having to wade through emails to find them.
ProsI 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.
ConsThere is not much I don't like about the software. I sometimes have a problem retrieving a document from the delete file.
Reviewer Source 
Source: Capterra
February 20, 2018
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Andrea C.
Independant Contractor
Unspecified
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
December 19, 2017

“Excellent Intro to CRM 2017 Book”

OverallAdvanced Knowledge of my personal/professional lifestyle
ProsExcellent 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
ConsI'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.
Reviewer Source 
Source: Capterra
December 19, 2017
Serge S.
IT Manager
51-200 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
3/5
Features
3/5
Value for Money
4/5
Likelihood to Recommend
7/10
Source: Capterra
December 6, 2016

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

OverallWe 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.
ProsMobile version. Lots of integration options (given that there is a complexity!). Office integration. Cheaper than some competitive products.
ConsNo 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.
Recommendations to other buyersFind 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.
Source: Capterra
December 6, 2016
Donna K.
Management Consulting, Unspecified
Used the software for: Unspecified
Overall Rating
4/5
Ease of Use
4/5
Features
4/5
Likelihood to Recommend
9/10
Source: SoftwareAdvice
March 3, 2015

“Great Contact Management, Marketing, and Sales Tracking System”

ProsI 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.
ConsThe 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 buyersThink 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.
Source: SoftwareAdvice
March 3, 2015
Abdulrahman F.
Systems Analyst
Non-Profit Organization Management, 51-200 employees
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
August 4, 2019

“Awesome”

OverallWe are using most of the modules, Finance module (GL, JV, etc...), CRM, customized payroll, power apps.
ProsThe menu is very easy to use, and navigate all the modules and forms. Search for all data, forms, modules. The look and feel of the dynamics is great. Easy to customize, create form, and workflows.
ConsLoading may take time, and needs stable and fast internet connection
Reviewer Source 
Source: Capterra
August 4, 2019
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Funashi M.
IT Administrator
Mining & Metals, 51-200 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
4/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
June 24, 2019

“Microsoft Dynamics Is Very Good”

OverallSmooth operation with quick pull up of Sales and Inventory reports. It helped my organization project sales and see the monetary realization.
ProsLike the name says Dynamics is really dynamic and helps thousands of companies achieve smooth business operations. This ERP system can work virtually in any industry due to its highly customizable features. From Finance & Operations to Inventory & Warehouse management through Sales and Purchases modules the business insights are brought to the fingertip through management reporting. The database is stable and easily backup for any recovery options
ConsThe learning curve. Dynamics is intimidating with a lot of navigation. Though once you learn it the use and operation are smooth. But before that, you might be intimidated and drawn back. Requires keen interest in Microsoft products to manage the system.
Reviewer Source 
Source: Capterra
June 24, 2019
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Shane D.
Owner
Unspecified
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
May 26, 2018

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

OverallTons 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.
ProsMicrosoft 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.
ConsThere 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.
Reviewer Source 
Source: Capterra
May 26, 2018
Vile R.
Vile Rantala
Information Technology and Services, Self-employed
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
November 19, 2016

“Gets Better And Better!”

OverallMicrosoft 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!
ProsThe intuitive capacilities, and the easy to learn customization process.
ConsMaybe 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.
Source: Capterra
November 19, 2016