# Page 14 | Dynamics 365 Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 14 - Is Dynamics 365 the right CRM solution for you? Explore 5809 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/157279/Dynamics-365/reviews --- Dynamics 365 4.4 (5809) [View alternatives](https://www.capterra.com/p/157279/Dynamics-365/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 15th, 2026 # Page 14 - Reviews of Dynamics 365 ## Showing most helpful reviews Showing 326-350 of 5809 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer IT Infrastructure analyst Oil & Energy Used the software for: 2+ years ### "CRM Management tool " February 16, 2023 4.0 Overall, Dynamics 365 CRM is a powerful tool that has helped us improve customer engagement, increase efficiency, and drive business growth. Pros mproved Customer Engagement: Dynamics 365 CRM provides a 360-degree view of customers, which helps organizations understand customer needs and preferences. This, in turn, allows them to create personalized interactions with customers that help to build long-term relationships.Increased Efficiency: Dynamics 365 CRM automates many of the manual processes that are part of customer relationship management. This results in improved efficiency and reduced costs for organizations.Better Collaboration: Dynamics 365 CRM provides a platform for collaboration between different teams within an organization. This helps to improve communication, reduce silos, and ensure that everyone is working towards the same goals.Enhanced Sales Performance: Dynamics 365 CRM provides powerful sales tools, such as sales forecasting, pipeline management, and lead scoring. These tools help sales teams to identify the right opportunities and close deals faster.Better Customer Service: Dynamics 365 CRM provides a range of customer service tools, including case management, knowledge management, and self-service portals. These tools help organizations to provide a better customer experience, resolve issues faster, and reduce customer churn. Cons Cost: Dynamics 365 CRM can be an expensive solution, particularly for small businesses or organizations with limited budgets. The cost can vary depending on the number of users, the level of customization, and the features needed.Complexity: Dynamics 365 CRM is a complex platform with many features and capabilities, which can make it difficult to use and manage. This can require significant training and technical expertise.Customization: While Dynamics 365 CRM offers a lot of customization options, this can also be a double-edged sword. Customizations can be expensive, time-consuming, and can create compatibility issues when upgrading to new versions of the software.Integration: Integrating Dynamics 365 CRM with other systems or third-party applications can be challenging, especially if there is no out-of-the-box integration available. This can require additional development work and testing to ensure compatibility.Reliance on Microsoft: Dynamics 365 CRM is a proprietary platform developed by Microsoft, which means that organizations using it are dependent on Microsoft for updates, support, and new features. This can create a lack of control over the platform's future development. Review Source SM Sosthène M. Développeur Logiciel Computer Software Used the software for: 6-12 months ### "Mon avis sur Dynamics 365" March 18, 2023 3.0 Pros Dynamics 365 offre une grande variété de fonctionnalités utiles pour les entreprises, notamment la gestion de projet, la facturation, la gestion des contacts, la gestion des ressources humaines, la gestion financière, etc. Les fonctionnalités de reporting et d'analyse sont également très robustes, ce qui permet aux entreprises de prendre des décisions éclairées basées sur les données. Cons Complexité de configuration : La configuration de Dynamics 365 peut être complexe et nécessiter une formation supplémentaire pour les utilisateurs. Mais aussi le coût élevé , Dynamics 365 peut être coûteux pour les petites entreprises, en particulier si elles ont besoin de fonctionnalités avancées. Review Source IA Ibukun A. business intelligence and performance management Banking Used the software for: 2+ years ### "Microsoft CRM use case and deployment" March 28, 2023 4.0 Microsoft Dynamics 365 has been a very useful and user-friendly application, as a Microsoft product, it can be easily integrated with a range of other Microsoft applications according to the specific business needs. From my personal experience, it has been helpful in making decisions regarding business administration and has significantly streamlined business processes, making them both faster and easier to manage. Additionally, the software allows for customization by users, which is useful in adapting to specific business and process requirements. Pros 1\. security2. ease of usage3. ease of integration with other platforms4. customer profiling5. automated workflow Cons 1\. The overall application is impressive however, for new users it can be a bit complicated.2. The mobile version can be better. Review Source PP Pawan P. Manager Admin & Facility Construction Used the software for: 6-12 months ### ""Must have product for your Business- Dynamics 365"" January 12, 2023 5.0 My experience with Dynamics 365 has been extremely positive. The software has helped me to streamline my operations, improve efficiency, and make better decisions. I highly recommend Dynamics 365 to any business looking to improve their bottom line. Pros Dynamics 365 is a powerful tool that provides a wide range of advantages for businesses of all sizes. One of the main advantages of Dynamics 365 is its ability to integrate with other systems, such as Office 365 and LinkedIn, allowing businesses to streamline their operations and improve efficiency. Dynamics 365 also offers a variety of features that can help businesses automate processes, such as sales and marketing automation, customer service automation, and project management. Additionally, Dynamics 365 provides businesses with a comprehensive view of their data, allowing them to make better decisions and improve their bottom line.Another advantage of Dynamics 365 is its scalability. Whether a business is just starting out or is a large enterprise, Dynamics 365 can be tailored to meet its specific needs. This means that businesses can start small and grow as they need to, without having to invest in new systems or migrate data.Finally, Dynamics 365 provides businesses with a robust security system that ensures that their data is protected from unauthorised access. This includes multi-factor authentication and encryption, as well as compliance with industry standards such as SOC 2 and ISO 27001. Cons In all aspect its great but price is slightly higher on side. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ERPNext](https://www.capterra.com/p/164441/ERPNext/)[SAP Concur](https://www.capterra.com/p/380/Concur-Expense/)[ePROMIS ERP](https://www.capterra.com/p/146029/ePROMIS-ERP/) Reason for choosing Dynamics 365 First, Dynamics 365 offers a comprehensive suite of tools that can be tailored to meet the specific needs of a business. This means that businesses can start small and grow as they need to, without having to invest in new systems or migrate data.Second, Dynamics 365 offers a wide range of automation features that can help businesses streamline their operations and improve efficiency. This includes automation of sales and marketing, customer service, and project management.Third, Dynamics 365 offers a robust security system that ensures that business data is protected from unauthorised access. This includes multi-factor authentication and encryption, as well as compliance with industry standards such as SOC 2 and ISO 27001.Fourth, Dynamics 365 is integrated with other systems, such as Office 365 and LinkedIn, which allows businesses to streamline their workflow and improve efficiency.Finally, Dynamics 365 offers a comprehensive view of data, which allows businesses to make better decisions and improve their bottom line. Review Source AG Ansuya G. Project Manager Arts and Crafts Used the software for: 6-12 months ### "Review for Dynamics 365" January 22, 2023 5.0 As an individual user, my overall experience with Dynamics 365 has been positive. I have found the software to be powerful and flexible, allowing me to easily customize it to meet the specific needs of my business. The ability to integrate with other Microsoft products, such as Office 365 and Power BI, has been especially useful in streamlining and improving communication and efficiency across different departments. The unified view of customer interactions across different departments has also been a valuable feature, allowing me to gain a more complete understanding of my customers and make more informed decisions.One of the benefits I have realized by using Dynamics 365 is increased visibility and control over my business operations. The software has enabled me to automate many of my business processes, which has saved me time and resources. Additionally, the ability to access and analyze data in real-time has helped me to make more informed and strategic business decisions.The business problems that Dynamics 365 has helped me to solve include lack of communication and visibility across different departments, difficulties in tracking and managing customer interactions, and difficulties in making data-driven decisions. With Dynamics 365, I have been able to improve communication and collaboration across different departments, gain a more complete understanding of my customers, and make more informed decisions based on real-time data. Pros Dynamics 365 is widely regarded as a powerful and flexible software that can be easily customized to meet the specific needs of a wide range of businesses. I like the flexibility and customization options that Dynamics 365 provides. It allows businesses to tailor the software to their specific needs and processes. Additionally, I appreciate the ability to integrate with other Microsoft products such as Office 365 and Power BI, which can streamline and improve communication and efficiency across different departments. The ability to provide a unified view of customer interactions across different departments is also a valuable feature. It allows businesses to have a more complete understanding of their customers and make more informed decisions. Cons Additionally, the cost of Dynamics 365 can be high, particularly for businesses that require a large number of users or customizations. However, this complexity and cost can also be seen as an investment in the long-term benefit of having a fully functional and customized system that can provide significant improvement in the efficiency and effectiveness of the business process. It is worth mentioning that Dynamics 365 is a complex and feature-rich software, and some of these areas of improvement can be achieved via customization and integration with other systems, it depends on the use case and the specific requirements of the organization. Review Source Toni G. Head Dynamics Architect Insurance Used the software for: 6-12 months ### "A top top tier sales enablement software for enterprise level use" January 3, 2023 5.0 Every company I've administered Dynamics for has found a lot of value in the product. Struggles are usually around Dashboard analytics, and of course- Adoption. Dynamics is known for having a tough to administer system, but that has gotten leaps and bounds better over the last 5 years or so. Pros Dynamics is an incredibly robust program that supports enterprise level employees in their sales efforts. What it lacks in customizability, it makes up for in it's powerful search, and ability to connect to any number of Microsoft products seamlessly. The Outlook connection and Teams connections in particular make the product easy to use without even opening Dynamics. Cons Reporting and BI are way behind the competitors, because Microsoft insists on selling it separately as Power BI. They should have at least base level Power BI ability in Dynamics as part of the enterprise solution. Breaking them apart makes the software less powerful, and not as "pretty" for end users. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Review Source SLL Sabelo Lawrance L. Office management Computer & Network Security Used the software for: 2+ years ### "Dynamics 365 best way to create a document" July 5, 2022 5.0 Dynamic 365 is the best software for office use to create files document presentations and many more. With this software you can sort and create documents according to you office or personal computer. Pros Using dynamic 365 is more efficient more especially when it comes to audio typing and creating presentation through his PowerPoint. This software is recommended for everyone who is who is using the computer and wish to create a document. Cons There's nothing to say that have a negative impact when it comes to this software just that when it's not connected to an internet it won't be able to save the document on your cloud but it does have an alternative option to save them and your computer. Reason for choosing Dynamics 365 It seems too complicated for me and it did not have the option to save on Cloud. Review Source VR Verified Reviewer Software Engineer Intern Computer Software Used the software for: 1-2 years ### "Pros and Cons of Dynamics 365" March 22, 2022 5.0 This software helps me to manage the tasks between me and my team. Also, this helps in keeping the track of the project and also helps to see whether all had finished the tasks on time or not. Pros The best thing I like about this software is that it is centralized with tons of functions that best help in business management whether it's maintaining accounts or managing tasks or managing workflow. It's all in one at one software. Cons There's nothing least to be said helpful that I encountered about this software. Review Source Ravikumar K. Head It Financial Services Used the software for: 1-2 years ### "D365 Review" January 14, 2023 5.0 Its really good and the implementation went on very well. Now we are able to use all the features /Modules to its fullest Pros Its very intuitive and very easy to use. Very good for mid sized organisation, wants have thier processes automated Cons They should bring down their cost for licenses Alternatives considered [Oracle PeopleSoft](https://www.capterra.com/p/155958/Oracle-PeopleSoft/)[Ramco ERP](https://www.capterra.com/p/222161/Ramco-ERP/) Reason for choosing Dynamics 365 We have most of the products from Microsoft and its easy to manage and integrate with other microsoft products. Ofcourse cost is also one of the factor Review Source tjS tiffany joanne S. Financial Accounting Used the software for: 1-2 years ### "Dynamics 365: Business Efficiency Amplified! " December 30, 2023 5.0 Dynamics 365 significantly elevated our operations. While the initial setup required effort, the platform's powerful features and adaptability have been crucial for our business growth and efficiency. Pros Powerful integration, customisable workflows, real-time insights, seamless collaboration, and robust task management enhance overall productivity and operational efficiency. Cons Initial complexity in setup and customisable Review Source JU James U. Financial Advisor Accounting Used the software for: 6-12 months ### "Microsoft Dynamics 365 Review" April 18, 2022 4.0 What our organization's overall experience is that all marketing campaign leads are assigned to salespeople who access Microsoft Dynamics CRM and then track and convert them into sales. Also used for services, indices are active until closed by the server. From lead generation to lead acquisition, everything is managed in Microsoft Dynamics CRM. Pros The completely offline features are what we loved for our Field Service. RESCO's flagship product offers plenty of flexibility and advanced functionality. But in general, it's a good way to empower workers in this space to provide mobility and be able to view tasks, customer records, contact information, and so on completely offline. Cons The product is not ready for release. The development suffers from system malfunctions and important features were removed from the release and roadmap without warning. I was also surprised to ignore non-US international regulatory requirements (currency exchange and management, existing ISO standards, VAT requirements). But what surprised me the most was Microsoft's general ignorance and lack of accountability. Despite many requests, I haven't spoken to anyone who can actually talk about product direction and roadmap. I was sandwiched between disconnected dev teams fixing a critical bug, but they don't seem to be talking to each other. Alternatives considered [InfoFlo](https://www.capterra.com/p/96628/InfoFlo/) Reason for choosing Dynamics 365 This software features exceptional performance more than other software programs we have tried. The software has been hierarchical. Since the beginning of the year, one of my employees was not reliable with InfoFlo, but with this software he has improved his proficiency 75%. My favorite thing is that it's easy to use it and gives more value to my money from other software programs. There are many features that other software programs do not address. Review Source SG Selby G. M&A Execution Assistant Investment Banking Used the software for: 2+ years ### "Better than Salesforce " April 6, 2023 4.0 Now that I work a new firm that uses Salesforce, I appreciate the user-friendliness of Microsoft's CRM. Microsoft's has a much better user interface. Salesforce feels like it was built in the 90's along with Craigslist and was never updated. Pros Microsoft Dynamics 365 is user friendly and maintains large amount of data for our mid-size investment banking firm. It's easy to manage leads by industry group and show reports on deal sizes. Cons We had a very active Solutions Architect team that would handle all the glitches the came with the CRM. Sometimes you would submit an activity and it would spout out something different in the feed. There are also limited features for international deals (currency conversion, currency symbols, etc.). Review Source Angela S. SharePoint Developer Information Technology and Services Used the software for: 1-2 years ### "Are you a business user that loves data? Get Dynamics CRM!" August 8, 2022 5.0 At my previous organisation we used Dynamics 365 to create customer service tickets, capture leads and sales to create sales pipeline visuals, capture our suppliers and vendors with automated reminders. We used so many features, including using groups to control who see which section of CRM! So we could keep everyone on the same platform without giving them different URLs or different software! Pros The development process is easy to control and roll back whenever you want to. Moving new features from development to QA to PROD is a breeze with the wizard processes. Being able to develop each section on its own means you can make speedy differences for your teams quickly and effectively. Cons I was lucky enough to have SharePoint experience before I started using Dynamics CRM but the learning curve with the terminology specifically for Dynamics meant a lot of repetitive googling to ensure I wasn't about to break things during development. Review Source Ty C. Lead Business System Analyst Paper & Forest Products Used the software for: 2+ years ### "Dynamics in a league of it's own" November 15, 2019 5.0 I have tried other CRM's in my career but none of them come close. The future of this product is incredibly bright and the cost to entry is so low that there is no reason not to give it a shot if you think it can help you. The Microsoft account management team will work with you to find the right fit for your needs and set you up for success. Pros I have used this software for over 7 years and over those years have seen it grow and improve at a remarkable rate. With the introduction of Flow/Power Automate and Canvas Apps the abilities of this business application stack are unmatched. You are truly only limited by your own imagination. Microsoft provides great account management resources that will help keep you on the cutting edge. From a price perspective, Dynamics is very competitive. What you get out of the box cannot be touched by any competitor namely, Salesforce. You will spend a fortune to get the same utility from a Salesforce implementation. Salesforce and competitors also do not have anything like Azure. Having all of your business application ecosystem under such an umbrella is incredibly powerful. Cons I have had less than ideal interactions with support. Mostly they are positive but often times they don't typically know enough about the product and will ask me for information that i already provided in detail upon initial case submission. That being said, this product is innovating and improving so much you can't possibly expect all the people supporting it to be 100% on top of their game. They SHOULD be but realistically you are going to run into people that are just intermediaries between you and someone that can actually help. This isn't really a Dynamics issue at all but you will need to rely on support if you go with an online installation. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Dynamics 365 Cost is incredibly good, Azure, vibrant community of support. Microsoft is heading in a direction I am trying to go. Review Source Lautaro D. HelpDesk N1 Computer & Network Security Used the software for: 2+ years ### "Revolutionizing Business Operations: Exploring the Pros and Cons of Dynamics 365" May 6, 2023 4.0 Overall, Dynamics 365 is an excellent business application suite that offers a wide range of services to help organizations manage their operations efficiently. While there are some drawbacks, the benefits of Dynamics 365 outweigh the negatives. If your organization is looking for a cloud-based solution that offers scalability, flexibility, and integration with other Microsoft products, Dynamics 365 is definitely worth considering. Pros Dynamics 365 is an exceptional business application suite that offers a plethora of services to help organizations manage their day-to-day operations efficiently. The suite offers a wide range of services such as Sales, Marketing, Customer Service, Field Service, Finance, Operations, and Human Resources. The cloud-based solution provides a flexible and scalable infrastructure that can be customized to meet the specific needs of each organization.One of the biggest advantages of Dynamics 365 is that it is a cloud-based solution, which means that businesses can access it from anywhere, at any time. This makes it ideal for companies with remote workers or multiple locations. Additionally, Dynamics 365 offers seamless integration with other Microsoft products, such as Office 365, Power BI, and Power Apps, which can enhance productivity and streamline business processes.Another advantage of Dynamics 365 is its intuitive user interface, which makes it easy for users to navigate and access the various features and services. The suite offers a variety of built-in reports and dashboards that provide real-time insights into business performance, which can help organizations make data-driven decisions. Cons However, there are also some disadvantages to Dynamics 365. One potential drawback is the cost. While the suite offers a lot of services and features, it can be expensive for small businesses. Additionally, the customization process can be complex and time-consuming, which may require hiring outside consultants. Review Source RM Rosalina M. Executive Assistant Insurance Used the software for: 1-2 years ### "Microsoft Dynamics 365 Review: An in-depth examination of the benefits and drawbacks of the cloud-ba" February 18, 2023 4.0 Generally speaking, Microsoft Elements 365 is a strong stage that offers many highlights and capacities. While it may not be the best fit for each business, it tends to be an extraordinary answer for organizations hoping to combine their business processes, further develop efficiency, and scale their tasks. Nonetheless, organizations ought to know about the possible downsides, like the intricacy of the stage, cost, and restricted outsider mixes, prior to settling on a choice. Pros Dynamics 365 contains a comprehensive portfolio of applications, ranging from finance and operations to sales and customer care. This makes it an excellent choice for businesses trying to streamline their operations and boost their overall productivity.Dynamics 365 is extremely adaptable, allowing customers to customise the platform to their own company needs. This facilitates the creation of workflows, the automation of procedures, and the streamlining of operations.Integrates smoothly with other Microsoft products such as Office 365, SharePoint, and Power BI, making it simple to exchange data across platforms and gain a more comprehensive perspective of your organization.Dynamics 365 is a cloud-based solution, which means users may use the platform from any location with an internet connection. Cons All intricacy: Elements 365 is a mind boggling stage, and it can require investment to figure out how to utilize its highlights and capacities. This can be a hindrance for private companies or those with restricted IT assets.Cost: Elements 365 can be costly, particularly for organizations that require countless clients or customizations. This can make it a less alluring choice for private ventures or new businesses.Restricted outsider combinations: While Elements 365 coordinates well with other Microsoft applications, it tends to be more difficult to incorporate with outsider programming. This can restrict the stage's handiness for organizations that depend vigorously on different devices.Execution: A few clients dislike slow execution or framework crashes, especially while involving the stage for complex errands. This can be disappointing and problematic for organizations that depend on the stage for their everyday activities.Support: While Microsoft offers help for Elements 365, a few clients disapprove of slow reaction times or pointless care staff. This can make it challenging to get the assist you with requiring when you run into issues with the stage. Switched from [ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/) There are several inspirations driving why a business ought to genuinely consider changing from Microsoft Components to ActiveCampaign:Cost: Dependent upon the size and needs of your business, Microsoft Components can be an excessive plan, especially when stood out from ActiveCampaign. ActiveCampaign offers an extent of assessing plans that are more sensible for privately owned businesses or those on a cautious spending plan.Convenience: Microsoft Components can be a mind boggling stage that requires a venture to learn and rule, which can be very hard for associations with confined IT resources. ActiveCampaign, on the other hand, is known for its not difficult to utilize purpose in communication and ease of use, pursuing it a more accessible decision for associations, things being what they are.Revolve around displaying motorization: While Microsoft Components offers an extent of usages, it is essentially known for its ERP and CRM limits. ActiveCampaign, of course, is a principal displaying computerization stage that is planned to help associations with driving turn of events and responsibility through assigned campaigns and robotized work processes.Mix with various instruments: ActiveCampaign is known for its reliable blend in with various gadgets and stages, as Shopify, Salesforce, and Zapier. This makes it more direct to relate all of your business applications and smooth out your work processes.Personalization and division: ActiveCampaign offers advanced persona Review Source AC Alessio C. IT Analyst Computer & Network Security Used the software for: 1-2 years ### "Applicativo ERP e CRM di facile installazione " June 16, 2023 4.0 Insieme al team IT mi sono occupato del processo di installazione ed integrazione con i sistemi aziendali di Dynamics 365. Il processo di installaIone è stato semplice e snello, considerando che Dynamics 365 è basato sul cloud, più complesso, ma non critico, è stato il processo di integrazione con le infrastrutture IT esistenti. Le linee guide fornite da Microsoft per la configurazione si sono rilevare sufficientemente chiare. Post installazione mi sono trovato ad utilizzare il software per gestire il database clienti e pianificare l’uso delle risorse aziendali all’interno dei progetti a cui ho preso parte. Pros Dynamics 365 è una applicativo ERP e CRM basato sul cloud. Il software si compone di differenti moduli che consentono di soddisfare a tutto tondo le esigenze delle azienda. Degni di nota sono il modello Supply Chain Management che consente una gestione dettagliata dell’inventario, e permette di avere una visione completa del movimento delle merci ed il modulo Finance and Operations che permette la pianificazione finanziaria e risulta un supporto anche alla stesura del bilancio. Da menzionare, inoltre, la possibilità di avere un database contatti molto dettagliato che mette in relazione i vari soggetti e la possibilità di creare report personalizzabili per comprendere al meglio l’andamento dell’azienda. Cons Configurare il prodotto richiede un elevato grado di esperienza, in particolare la configurazione degli accessi è stato un processo particolarmente lungo, che ha richiesto il supporto del team Microsoft. Questo aspetto potrebbe essere reso più semplice. Review Source CN Crystal N. Controller Information Technology and Services Used the software for: 2+ years ### "Strong CRM with wide variety of tools" February 15, 2022 4.0 Pros Dynamics is very user friendly. It doesn't take long to catch on to the tools embedded into the system, and it's incredibly easy to train our team to use it. Also, it's lead and pipeline tracking system is extremely helpful when managing a large team. Also, Dynamics CRM is a flexible solution meaning it can be adjusted to your business by using different fields within their systems. Cons Dynamics could have better dashboards that are easily accessible within the tool. The tool stores all of the data you have, however, it would be great if you could easily export a dashboard or summary by client, or even by rep! Review Source SJ Siddhartha J. Senior Manager and Analyst Information Technology and Services Used the software for: 1-2 years ### "Dynamics is not truly dynamics " February 3, 2022 4.0 Overall a good software marching towards being GREAT, we are able to solve lot of operational issues faced by sales team , we are reducing manual task as AI and automation is making it viable this is giving back time to sales team to meet their KPIs rather than getting bogged down with operations Pros AI , automations and integration with MS Teams and Outlook is something which is most loved. Integration is allowing us to get the benefit of two application in one with no screen switch and no additional log ins Cons Option to create meetings directly from Dynamics is still missing. User still need to go to outlook to create the meetings Reason for choosing Dynamics 365 Functionality and easy of use Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Management decision Review Source Dheeraj U. Business Development Manager Staffing and Recruiting Used the software for: 2+ years ### "An efficient tool for handling sales data with only one click for all salespeople" January 2, 2023 5.0 As a CRM, it has greatly aided us in controlling our sales pipelines and in maintaining the accuracy of our previous data. With Dynamics, we can properly arrange and categorize our leads according to the greatest importance. provides a platform for all CSRs to work on, making the whole process streamlined, transparent, and effective. Additionally, I can complete call reports or opportunities right away following customer visits, which saves me a tonne of time. Pros The range of customization Dynamics offers really impresses me. Because of this, businesses may reproduce intricate and specialized business processes in the system due to its high degree of customizability. You don't need need to be linked to the server via the workplace network, making it highly accessible from anywhere and quite easy to explore. It is always looking for developers to spend their time and money creating features that are already included in other platforms. streamlines the pipeline, enables me to keep track of the information and activities of my teams, and enables me to create reports on my own. Cons When compared to other CRMs like Zoho and Hubspot, it is quite pricey and first very difficult to set up. The existing method of solution deployment is far too intricate and prone to mistakes. The least useful aspect is how challenging it may be to use, especially the first few times, while pulling enormous reports. Looking forward to it becoming faster Review Source Frankline W. Banker Financial Services Used the software for: 2+ years ### "CRM'S Game changer with infinite potential." October 23, 2020 5.0 Dynamic 365 on a large scape is indeed a very great software. Since inception, we have recorded remarkable sales while greatly saving on costs. With such competitive prices, no enterprenuer could afford not to embrace such a software. We have uncovered infinite potential with 365 and will not fortfeit the services, not now and definitely not in the near future. Pros Dynamic 365 ability to intergrate over a dozen features that address several of our CRM and ERP needs could only be termed as a game changer. It offers multiple crucial features ranging from market automation intergration to social media intergration. We have used the array of tools to make communication to our clients, adress our target audience appropriately and for the record, the results have been consitently impeccable. Cons with the variety of functionality, new users have quite a hard time and this may trigger your organisation to invest more in training its team. It is also worth noting that with a slow internet connection, you will waste time navigating the software especially refreshing the pages. Review Source Jeremiah S. Director of Technology Computer Software Used the software for: 2+ years ### "Dynamics is a full featured tool" February 3, 2022 5.0 We have enjoyed working on the Dynamics CRM and it has greatly assisted us in customer and lead management across departments and the companyu. Pros Dynamics has assisted us in establishing streamline sales process and opportunity tracking that is done consistently across all sales reps and the department. Dynamics also allows easy gathering of the touch points done with each client and how they were executed. Cons Setting up custom features, security , and limited access is all available but does require some in-depth knowledge and fine turning to get it just right. Review Source MS Manmohan S. Manager Graphic Design Used the software for: 1-2 years ### "The Ultimate Business Solution" February 19, 2023 5.0 Dynamics 365 is an exceptional cloud-based business management software that provides comprehensive solutions for all aspects of business operations. Its modular structure makes it an ideal choice for organizations of all sizes and complexities. The software offers a wide range of features including sales automation, marketing automation, financial management, project management, supply chain management, and customer service management. The software is highly customizable and allows businesses to tailor it to their unique needs. It offers real-time insights and analytics that help businesses to make informed decisions. The software's integration with other Microsoft products, such as Office 365, is seamless, which makes it easy to manage all aspects of the business from a single platform. Dynamics 365 is a reliable, efficient, and scalable solution that offers exceptional value for businesses looking to streamline their operations and increase productivity. Pros 1\. Comprehensive functionality: Dynamics 365 offers a wide range of features that cover all aspects of business operations, making it a one-stop shop for business management needs. From sales to marketing, financial management, project management, and customer service management, Dynamics 365 has got you covered.2. Scalability: The modular structure of Dynamics 365 allows businesses to choose only the modules they need, which makes it highly scalable. It can grow with the business and adapt to changing needs without the need for a complete overhaul.3. Integration with other Microsoft products: Dynamics 365 integrates seamlessly with other Microsoft products, such as Office 365, making it easy to manage all aspects of the business from a single platform. This helps to streamline operations and increase productivity. Cons 1\. Cost: Dynamics 365 can be expensive for some small to medium-sized businesses. The software has a subscription-based model, and the cost can quickly add up as users increase. Additionally, the software may require additional licensing fees for some of its advanced features.2. Complexity: Dynamics 365 can be overwhelming for some users who are not familiar with its structure and features. The software has a steep learning curve, and it may take some time for users to fully understand its capabilities and how to use them effectively.3. Customization: Although Dynamics 365 offers a high level of customization, some users may find it challenging to configure and maintain. The software requires some technical expertise to set up and integrate with other systems, which may not be feasible for some businesses. Review Source ZI Zubairu I. Administrator Business Supplies and Equipment Used the software for: 2+ years ### "Dynamics 365: My Honest Reviews " February 23, 2023 4.0 However, some of the most common features and capabilities that I like about Dynamics 365 includes:Sales management: Dynamics 365 includes features for lead and opportunity management, sales forecasting, and sales pipeline management.Customer service management: Dynamics 365 includes features for case management, service level agreements, and customer self-service portals.Marketing automation: Dynamics 365 includes features for email marketing, lead scoring, and campaign management.Financial management: Dynamics 365 includes features for accounts receivable and payable, general ledger, and financial reporting.Project management: Dynamics 365 includes features for project planning, resource management, and project accounting.Human resources management: Dynamics 365 includes features for employee management, performance tracking, and payroll.Supply chain management: Dynamics 365 includes features for inventory management, procurement, and warehouse management.Overall, the most likely part of Dynamics 365 will depend on the specific needs and goals of the organization implementing the software. Pros The following are what I mostly like about Dynamics 365:1. Integration: Dynamics 365 integrates with other Microsoft applications, as well as third-party tools, making it easy to manage data across multiple systems.2. Customization: Dynamics 365 is highly customizable, enabling organizations to tailor the software to their specific needs and workflows.3. Scalability: Dynamics 365 is scalable, meaning it can grow with the needs of the organization.4. Cloud-based: Dynamics 365 is cloud-based, making it easy to access and use from anywhere, on any device.5. Business intelligence: Dynamics 365 includes powerful business intelligence tools that enable users to generate insights from data and make informed decisions. Cons Below are some of the limitations of dynamics 365:Cost: Dynamics 365 can be expensive, especially for smaller organizations.Complexity: Dynamics 365 can be complex and difficult to set up and customize, requiring significant technical expertise.Data security: As with any cloud-based software, there are concerns around data security and privacy.Training and support: Organizations may require additional training and support to fully utilize the features and capabilities of Dynamics 365.Limited offline access: Dynamics 365 requires an internet connection to access, so offline access may be limited or unavailable in some situations. Review Source Sharem S. Virtual Assistant Writing and Editing Used the software for: I used a free trial ### "Fast and easy app" February 14, 2023 5.0 As a Virtual Assistant I have problems in calculating my finances of my clients but with the help of Dynamics 365 I was able to save a lot of time because it has an automated invoice creation. You can access it online and make payment with flexible payment methods. Pros What I like about this software is the online invoicing. You can easy access it anywhere. You can organize and pay online with a variety of remittance type. Because of this feature it will save you more time and work other tasks. It is convenient to use where you can see your previous and upcoming payments. Cons I am a huge fan of Dynamics 635. The software is comprehensive but it can be intimidating at first. Thankfully team Dynamics 365 provides customer service that makes it easy to onboard and how to use the tool. Review Source Similar Products Featured