# Page 15 | Dynamics 365 Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 15 - 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

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Dynamics 365

4.4 (5809)

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

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Last updated March 15th, 2026

# Page 15 - Reviews of Dynamics 365

## Showing most helpful reviews

Showing 351-375 of 5809 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

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

Jacqueline J.  
Project Coordinator  
Construction  
Used the software for: 6-12 months

### "Best software for purchasing I have used"

April 5, 2022

5.0

Pros

Ease to use stands out to me. Been in the role for 3+ years and in the last year we moved to this software. Its definitely a big game step up. This has reduced the time per tasks drastically. Per project we go through over 400 POs so imagine manual entry…..it was just the worse. Then we moved to dynamics. With a click you can load, update and change.

Cons

So far the only con I experienced had to do with migrated data. So we had POs that had been created in our previous system which we migrated over. Since they were not created on the system, editing / change ls to them was not as simple as a click.

Review Source

JN

Julia N.  
Office Coordinator  
Food Production  
Used the software for: 2+ years

### "Nice software for food production industry"

April 15, 2023

4.0

I would recommend this software as thanks to this software, everything seems to be more organizable and it helps the company a lot over the years.

Pros

Dynamics 365 is very smart software and helpful for the company, especially in food prodcution. They help the company keep track of inventory and all the records needed. Data report and analysis are also generated from this software.

Cons

The thing I don't like about Dynamics 365 is that they are not friendly user. It is required users have a good skill of computer to be able to use them efficiently. Software also needs to be developed for users easily modified when they need.

Reason for choosing Dynamics 365

There are not too many alternative products over Dynamics 365 in software market.

Review Source

aA

antonella A.  
social media manager  
Medical Practice  
Used the software for: 6-12 months

### "Fai di più, con meno! "

March 14, 2023

5.0

Prima avevamo la difficoltà nella gestione clienti-problemi. Ora, che è possibile adottare correzioni per gli utenti giornaliere, abbiamo avuto dei feedback molto positivi. Per la nostra azienda conta moltissimo

Pros

Un mix completo di applicazioni aziendali intelligenti e facili, per darti una nuova spinta, più efficiente, in termini di operatività ed esperienza con il cliente, praticamente personalizzata.

Cons

Nessun inconveniente riscontrato, perche tutte le soluzioni sono personalizzabili

Reason for choosing Dynamics 365

leggendo recensioni e dialogando con colleghi di altre aziende, mi hanno consigliato questo ( ed hanno fatto bene )

Review Source

Donatien B.  
Full Stack Developer  
Computer & Network Security  
Used the software for: 1-2 years

### "Ideal and powerful tool to establish your clientele and build loyalty to increase the flow"

January 18, 2023

4.0

It's a powerful and secure tool to better manage customers and prospects by sending them personal emails and reminders about new product releases to build customer loyalty, really thanks to this tool, we had increased sales and we had many customers within our company.

Pros

Management of a mail reminder by customers and management of the contact database, creation of invoices and automatic inventory of our products in stock.

Cons

Other uncontrolled email reminders to customers, very long invoice creation time and somewhat untidy inventory.

Reason for choosing Dynamics 365

Because it is a recent solution that slaughters the latest management visions, by an affordable price, much secure and reliable.

Review Source

MDS

Meneplay D S.  
Customer sale representative  
Business Supplies and Equipment  
Used the software for: 1-2 years

### "Dynamic 365 is 100% guarantee and reliable."

February 24, 2022

5.0

Currently, I’m solving automating the marketing process. So far, I have realized that it turns prospect into business relationship.

Pros

Dynamic 365 is a product that is easy to use. It integration process with customers is highly secure and reliable. However, dynamics 365 enables an organization to manage clients relationship. Moreover, it gives a broad perspective of their customers responsibilities and preferences and as well create a better customer experience.

Cons

The features of this product are excellent and easy to used. I haven’t experienced any difficulties with integration process and the security features is great!! Indeed, this product is the best!!!!!!!

Review Source

jcN

john christian N.  
Sales Executive Representative  
Retail  
Used the software for: 2+ years

### "Worth it with 365 Wide range of features suited for your business needs."

April 11, 2023

5.0

Overall, Dynamics 365 has all the features and most important thing is that we can customized the system to fit to our desired structure for our business.

Pros

What I like most is that it enables us to customize the system to fit as per our specific business needs.

Cons

Complexity of the system can be a bit overwhelming and time-consuming that ends up recruiting additional team to our organization just to focus more on ERP side.

Alternatives considered

[Odoo](https://www.capterra.com/p/135618/Odoo/)

Reason for choosing Dynamics 365

I choose Dynamics 365 it's because of it's functionality and flexibility which is perfectly match to our business needs.

Review Source

Barry C.  
Senior Partner, Advisory  
Management Consulting  
Used the software for: 2+ years

### "D365 offers the best TCO and Functionality available today"

November 2, 2022

5.0

With over 20 years implementing and guiding various ERPs from the executive level, counting multi-company /multi-national implementations, I have steered over 100 Dynamics (D365 and AX) deployments across virtually all sectors. Very detailed discovery and risk mitigation planning are critical a successful Dynamics 365 implementation... but are too often short-cutted.

Pros

My real world experience has shown - For most entities, no alternative ERP existing offers the robust capabilities and customize-to-fit features of Dynamics 365.

Cons

Again my real world experience has shown the greatest con for Dynamics 365 is not the product, but the long-term consumer centric rather than business culture of Microsoft. This too often migrates to Microsoft's implementation partners. Over the past 10 years, I have often been engaged to fix very major and impacting issues created by an overly simplistic (lowest-cost) implementation.

Review Source

Faruk A.  
Head of Growth  
Internet  
Used the software for: 1-2 years

### "Gets the job done but a little rigid CRM"

December 1, 2020

4.0

We used Microsoft tools in our entire organization. The best part of getting Dynamics 365 was the easiness of integration. All softwares and online tools work very well altogether. We never had any compatibility issues or we never spent much time to integrate other systems to MS Dynamics 365. Moreover, majority of the other tools we used already had the integration option to it.  As a salesperson, I used CRM every single day. I like the contact management. Since I use Office, it was so easy to use email and Skype together on the CRM, and I was able to keep a track of every single action.  I was OK to use it but if they could improve the UI, it can be a great tool. They may offer some packages for smaller teams as well.

Pros

Easy integration with the other tools - even they are not from Microsoft CRM gets the job done Easy contract management with DocuSign and MS Drive CRM structure for the leads and potentials Customization options Reports are enough for a regular sales team but it is possible to get custom and advanced reporting Access management is better than many other CRMs

Cons

The user interface can be improved The whole system for CRM is too rigid and not that user friendly like a few other competitors It is a good solution for large companies but if you have a team less than 50 people, maybe there could be more budget options - of course with less features

Switched from

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)

Integration issues because we used Microsoft environment in the organization

Review Source

daV

daniel alberto V.  
Ingeniero mecanico  
Mechanical or Industrial Engineering  
Used the software for: 6-12 months

### "Organiza tus ventas con DYNAMICS 365"

January 2, 2023

5.0

por ahora he podido aumentar mis ventas en la empresa, seguimiento de clientes potenciales, creacion de base de datos , y muchas funciones mas

Pros

las funciones que tiene, poder organizar la base de datos de manera adecuada, su interfase no es tan complicada para manejarlo de forma básica, creación de procesos donde se gestiona notas de crédito, seguimiento de clientes, balances y perdidas entre mas funciones, realmente lo recomiendo

Cons

ES un poco costoso, no todos tienen acceso a este programa, tengo entendido que no tiene un tutorial de asistencia en linea , no es tan seguro el software a la hora de algún tipo de documentos con virus

Review Source

VR

Verified Reviewer  
Marketing Manager  
Computer Software  
Used the software for: 6-12 months

### "Great CRM system, intuitive for marketing but not as supported."

July 14, 2022

3.0

Pros

The main features that Dynamics was built for are really intuitive, easy to navigate and if you have awareness of CRM systems it doesn't require a whole lot of training. The marketing suite has some great automation tools too.

Cons

The cons for me definitely lie within the marketing functionality, it is brilliant but if any more than one person is logged in trying to use then it freezes constantly. The marketing function is quite unsupported by Microsoft so unless you hire an external Marketing consultant to work with you and the team then it is a bit of guess work as to how to use the email automation etc.

Review Source

JRS

Jose Roberto S.  
Ingeniero en Sistemas  
Industrial Automation  
Used the software for: 1-2 years

### "Microsost Dynamics Nav "

September 27, 2022

5.0

Al principio de la implementación de esta aplicación me costo trabajo ya que eran muchísimos los departamentos que manejábamos y como Sistemas teníamos que aprendernos todos , no sabia que podíamos agregar mas botones de opciones a los perfiles , añadir campos para llenar la informacion o simplemente que pudiera cambiar de perfil, si era de sistemas podía cambiarme al perfil de contabilidad, en fin sobre la marcha vas aprendiendo cada departamento de la aplicación y cada nueva función que tienes en base a tu perfil que manejes

Pros

El software es muy amigable con el usuario siempre y cuando sepas el procedimiento correcto de cada área, la interfaz te ofrece acomodar los botones o las opciones depende el área que estés, esto con la facilidad de agregar atajos en tu pagina principal. Yo que manejo la parte de sistemas el editar y crear perfiles se me facilito muchísimo al tener editada mi pagina principal y saber que botones poner y que atajos agregar al inicio de mi perfil , asi como lo puedes hacer en cada perfil que elijas dentro de la aplicación

Cons

El software tiene un grado de complejidad para la gente que nunca a trabajado con el ya que son muchísimos los departamentos que se manejan en la plataforma , de igual forma al momento de hacer un procedimiento como ordenes de compra , aplicar anticipos o cerrar ordenes , si el procedimiento no es el indicado te marcara un error y hasta que no resuelvas o veas porque es el error no deja continuar con el procedimiento que deseas realizar y esto vas desde mandar imprimir una factura o dar de alta un usuario

Reason for choosing Dynamics 365

La marca de BMW lo solicitaba estrictamente debido a los candados de seguridad para los procedimientos a realizar en la agencia

Review Source

AS

Abhinav S.  
IT Professional  
Information Technology and Services  
Used the software for: 2+ years

### "A Comprehensive Business Management Solution for Modern Enterprises"

March 19, 2023

4.0

The platform offers a wide range of features and capabilities, including sales and marketing automation, financial management, inventory management, and customer service. Dynamics 365 is also a cloud-based platform, which provides greater flexibility and mobility for businesses with remote or distributed teams.

Pros

Dynamics 365 integrates seamlessly with other Microsoft products, such as Office 365 and Power BI. Dynamics 365 offers AI-powered features, such as predictive analytics and virtual agents, that can help businesses automate routine tasks, gain insights into their data, and improve customer engagement. Dynamics 365 offers a wide range of business applications that can be customized to fit the unique needs of different businesses.

Cons

Due to the wide range of features and capabilities offered by Dynamics 365, some users may find the platform complex and difficult to navigate. It may require some training and expertise to fully utilize all of the features and capabilities of the platform. Dynamics 365 is a premium product, and some businesses may find the cost of licensing and implementation to be higher than other business management solutions on the market

Review Source

Md Abu Sadek N.  
Executive Officer  
Executive Office  
Used the software for: 2+ years

### "Dynamic 365 Best For Business Management"

October 20, 2023

4.0

Pros

Security of data which I like most about dynamic 365. It helps my business so much to be developed.

Cons

High price which I like least about the software.

Review Source

Richard B.  
Sales Representative  
Health, Wellness and Fitness  
Used the software for: 2+ years

### "One of the best CRM systems I have ever used"

July 10, 2023

5.0

My experience has been amazing I am a sales man by profession an I manage my entire work on this app, from capturing leads to servicing clients my experience has just been amazing.

Pros

I love the fact that the system is integrated, from Teams to Outlook and other Microsoft applications. the fact that you can basically run an entire organization with this app, the CRM and ERP all in one, this is by far my favorite app.

Cons

To be honest I found no flaw on Dynamics, I just wish there could be an AI whereby you can tell it who to call or who to email being in sales I am always on the roads so at times its difficult to be on my phone will driving.

Alternatives considered

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Review Source

VR

Verified Reviewer  
Technical Support Specialist  
Information Technology and Services  
Used the software for: 2+ years

### "An excellent tool for the management of tickets, In a variety of applications."

December 20, 2022

5.0

Overall, I'd say it's a very. Capable tool for the management of tickets from clients and customers with many features available for the for analyzing and reporting on those tickets. The system seems very robust and over the time I've used it, which is several years. I have not noticed any significant downtime.

Pros

Well, like most about this software is the software integration with other Microsoft products such as Outlook and Excel.

Cons

The presentation of the additional features within the product is. Somewhat confusing for a new user and it has a rather steep learning curve to master.

Review Source

SB

Solomon B.  
Manager  
Marketing and Advertising  
Used the software for: 6-12 months

### "Dynamics 365 is an immense elucidation for managing CRM (Customer Relationship Management) "

March 30, 2023

5.0

Unified, user-friendly interface asset for with your organization providing one window solution for all internal external customers

Pros

Sales, service, marketing, accounts, contacts, leads, opportunities, customer voice, customer and field services, third party interaction and easy to access for new platforms.Along with Internal use in an organization finance, accounts, cost accounting, supply chain and ecommerce Simple a one stop application for CRM, User Friendly and ease to access

Cons

Products related no such cons, in terms as a advice for the smaller enterprises the availability of the software in terms of steep in price.

Review Source

SM

Shelmith M.  
Admin Virtual Assistant  
E-Learning  
Used the software for: 6-12 months

### "Dynamics 365, the Best Cloud Suite for Business Owners."

January 6, 2024

5.0

My overall experience is just wonderful. I love the idea of having everything on one interface. I highly recommend Dynamics 365 to all business owners.

Pros

The integration applications that comes with the tool is just awesome.

Cons

Everything has been good so far, no complaints.

Review Source

VR

Verified Reviewer  
Wellness coach/ nutritionist  
Health, Wellness and Fitness  
Used the software for: 2+ years

### " Dynamics 365 supports a company or project to acquire efficiency. "

March 16, 2023

5.0

I like that it now 2016 incorporates CRM & ERP. So by purchasing this I had it all in one product. The flow and usability allow the whole organization to be in sync The marketing aspect and sales are the greatest highlights for our organization and this platform has given more

Pros

It allows enhanced effectiveness and efficiency, shrinks c exorbitant costs, also generates a vibrant and connected business. Data, processes, and the workforce are easily connected on the platform within the organization.

Cons

As much as it becomes used a friendly eventually. The learning of the platform does take some time but again when mastered its a breeze

Reason for choosing Dynamics 365

Its cost-effectiveness was the drawing card for us especially because of the features on the platform, use a friendly for everyone

Review Source

AL

April L.  
Counselor/Assistant Project Director  
Hospital & Health Care  
Used the software for: 1-2 years

### "Multifunctional Top of The Line Software."

February 4, 2021

5.0

Microsoft Dynamics 365 is an extraordinary programming to utilize. I prescribe Microsoft Dynamics 365 to all the forthcoming clients. It has extraordinary and splendid highlights. It is an efficient programming and its abilities are incredible. This software has given us numerous new capacities, for example, Upgrade dynamic Improve business measure results Drive advancement Improve business measure readiness Improve client relations/administration Drive income development Cost the board Improve provider or accomplice connections Make inward/operational efficiencies Lessen time to advertise

Pros

Microsoft Dynamics 365 is an incredible apparatus for booking and making work processes viable. With Microsoft Dynamics 365, we can deal with our staff individuals in an expert way. The dependability of Microsoft Dynamics 365 is something worth being thankful for that I have been enjoying about the instrument. It has been not difficult to utilize and alter.

Cons

Disdaining Microsoft Dynamics 365 has not been a possibility for us. I'm intrigued by Microsoft Dynamics 365. It has been a splendid programming. I like its dependability. It is so noteworthy. I'm a glad customer. Microsoft Dynamics 365 is incredible and solid. It makes field the executives of our staff individuals smooth and noteworthy. It likewise makes it basic for us to oversee client connections without any problem. It has been the best.Microsoft Dynamics 365 is a quality programming to utilize. It has quality highlights. We won't change things by any means. The ideal-ness of the merchant's reactions makes things astonishing.

Switched from

[ServiceMax](https://www.capterra.com/p/107954/ServiceMax/)

We made the switch to this software as it had broader options in terms of, Strong consulting partnership Strong services expertise Overall cost Financial/organizational viability Product roadmap and future vision Product functionality and performance Breadth of services Strong customer focus Strong user community After utilizing this Software,I know this is the best fir for us, and will not switch to anything different.

Review Source

Lewis K.  
Technical Writer  
Writing and Editing  
Used the software for: 2+ years

### "Streamlining Operations with Dynamics 365"

February 11, 2023

5.0

As a Technical Writer, I would say that overall, my experience with Dynamics 365 has been very positive. The software provides a comprehensive solution for contact management and KPI monitoring, which has helped our organization to better understand our customers, automate our marketing and sales processes, and drive growth.

Pros

When it comes to lead generation in Dynamics 365, these are the most likeable features:1. Comprehensive Contact Management2. Automated Marketing Processes through integration with other systems3. Robust Lead Tracking and Analysis tools4. Customizable Dashboards for real-time insights5. Seamless Integration with Microsoft Technologies for improved collaboration and information sharing.These features make it possible for organizations to manage their customer interactions, automate lead generation processes, track and analyze marketing campaigns, monitor lead generation efforts, and collaborate more effectively, ultimately driving growth and achieving their goals.

Cons

One such area is the user interface, which some users may find to be less intuitive or harder to navigate compared to other solutions. This could result in a longer learning curve for new users or a less efficient experience for those who are used to a different interface.Another area of concern is the level of customization available in Dynamics 365. While the software provides a lot of flexibility in terms of configuring workflows and customizing fields, some users may find that certain aspects of the platform are not customizable enough to meet their specific needs.Finally, the cost of Dynamics 365 may also be a barrier for some organizations, as the software can be more expensive than other solutions with similar capabilities. This may be especially challenging for smaller organizations with limited budgets.

Review Source

MR

Matthew R.  
Loss Adjuster  
Oil & Energy  
Used the software for: 1-2 years

### "Unresponsive, unintuitive, bug-riddled"

March 9, 2018

2.0

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

Pros

It promises to deliver a comprehensive client management system, databases information for perusal by its users, and has a lot of potential.

Cons

The user interface is atrocious. Pages which should be full windows are contained in scroll bars in my browser window Tables within these windows are not scaleable and are improperly scaled. This cuts off row lables, column headers, and information which I would like to read but cannot Drop-down menus are not generated automatically Timesheets are sliding-windows nested within sliding-windows nested within sliding windows, all of which are compressed to less than half the height of my screen by an incompressible block of data. Timesheets wipe information without warning. New lines added to timesheets occasionally do not register, do not save, prevent submissions for review, and are undetectable until I close the timesheet, the information I entered is wiped, and I spend an hour trying to discern which portions of my billable (BILLABLE! I work by the hour, time spent on this costs my company money, costs me money by way of lost income earned in performance reviews, blatantly ruins my day, and ruins the fidelity of my timesheets by forcing me to try and back out my work for the day) The TIMER feature in timesheets, a STOPWATCH feature that should be a simple start/stop, cannot properly roll over between hours. If you restart the timer on a line, because (god-forbid) you start a task and the timer, stop the task and a timer, start a new task and a new timer, stop a new task and a timer, and restart the original task and its timer, the thing cannot simply add more time to the original line. No, when it reaches the next hour (1.4 -> 1.9 -> 2.0 -> 2.1 is expected and correct behavior) it just fails entirely, and continues to neglect full hours going forward. (1.4 -> 1.9 -> 0.0 -> 0.9 -> 0.0 -> 0.9 -> 0.0 -> 0.9). This is a baseline thing which i would consider only a slight step up in difficulty from not deleting my activity description (which CRM does frequently) But why am I having to rank timesheet features by difficulty? My company has paid for Dynamics 365 services, and it is functional to the minimum degree. Contact entries cannot be related to more than 3 cases? The "Recent Cases" table on the right is not one table - it's FIVE IDENTICAL TABLES arranged vertically along the right side of the screen. Of these, the top and the bottom entries CANNOT be used, and attempting to associate the Contact to a Case returns an error. The MIDDLE THREE tables only accept ONE ENTRY each - my contact is associated with DOZENS of case files, and I am limited to THREE? This list goes on. This product is awful. This is absolutely awful. DO NOT purchase this product. I am a baseline wage-earner in my company, and am not whatever customer-relations / customization employees Microsoft use to field customer complaints / cater this service, but whatever they are doing is doing done poorly.

Review Source

Sarah O.  
Marketing Coordinator  
Retail  
Used the software for: 2+ years

### "Great customizable software but a pain to learn/set up!"

December 6, 2019

5.0

Overall this can be a fairly complicated software if you're used to more simple PM websites like Trello or Teamwork Projects. However, it is so customizable that it will basically work for any type of industry you're in. It helps us see all of our data, projects, production, and customer service in one spot instead of using different websites/softwares for each aspect of the business. I would highly recommend Dymanics, but go through their internal team to get it set up and take some training sessions first.

Pros

This is by far the most customizable project management software I have ever used. It helps keep our entire team on track, from the customer service to product team. We are able to write all the necessary information into every single job and track where it is in our system. We love the ability to tailor this platform to our specific needs. You can pretty much make this software work for any type of company you're working in.

Cons

This can be extremely frustrating and take a long time to set up and learn. If you transfer information over from a previous PM software, be prepared for a ton of copying & pasting. Luckily the Dynamics internal team was able to set everything up for us with a little direction, and we were back a forth a lot to get the platform to where we wanted it to be. After that, it took many tutorials and training sessions to learn all the ins-and-outs of the website, but it was worth it in the end.

Alternatives considered

[Teamwork.com](https://www.capterra.com/p/120390/Teamwork-Projects/)[Teamwork CRM](https://www.capterra.com/p/195320/Teamwork-CRM/)

Review Source

Felix G.  
Help Desk & Network Monitor  
Information Technology and Services  
Used the software for: 6-12 months

### "Herramienta Impresindible para Marketing"

February 17, 2023

5.0

En lo personal, aunque lo utilizo ocasionalmente, se me ha hecho bastante sencillo su uso junto al departamento de marketing al cual le presto soporte y mantenimiento en este y otros software.

Pros

Inicialmente su sencillez y similitud con el resto de los programas de Microsoft, lo que hace sentir cierta confiablidad mas. Las licencias se pagan de acuerdo al uso y se pueden adaptar las aplicaciones mediante haya se necesiten las mismas. So costo es menor al de otros CRM y en general es un entorno bastante intuitivo de usar.

Cons

La compatibilidad es una de las cosas que lamentablemente no ha sabido conectar. El hecho de que solo este optimizado con los productos de Microsoft no me parece algo positivo, pero tampoco negativo. Espero tener mas tiempo para poder entenderlo. Podría tener muchas características adicionales que al usuario podrían servirle , pero deduzco que el desarrollo continua poco a poco.

Review Source

alfredo R.  
ventas  
  
Used the software for:

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

March 13, 2018

4.0

Pros

1296/5000 Like any CRM software, Microsoft Dynamics 365 allows your company to share communications, leads and opportunities to make the most of your team's time and effort. I particularly appreciate the integration with MS Outlook, although the plug-in is still a bit hard and significantly slows down performance. Integration with the complete package of Microsoft products. Level of customization and integration in third-party applications. The variety of different business line modules allows you to be used by many more people / departments than ever before. The integration of LinkedIn has made the collection of Sales Analysis much easier and has accelerated my ability to find references and presentations for new businesses. The integration of Outlook is also simple and easy to use and allows the tracking of all communications within the Sales module with a click of a button. What I like most is that I can track so many things in one place for my clients. I can see all the previous contacts, both by myself and by others. It is a place for all the documents, able to keep track of the completed tasks, the history of the client, etc. Out of the box, the system is ready to go, so if you have never used a CRM before, you can start using it directly. It is very easy to import data using Excel templates generated by Dynamics so that it does not start completely from the beginning. The system is also very easy to customize without the need of any programming knowledge.

Cons

A single contact record can not be associated with more than one company. Many of our clients manage multiple sites, so we have many duplicate contacts. Users often find the system frustrating when it does not work, it can be slow, there are problems with it working on Edge, and there are limits to the available customizations. The connector of Outlook is difficult to use, we have downloaded it with mixed success, sometimes decreasing the perspective at unusable speeds and others that are not reliable to use. Although personalization has come a long way since the first versions, there are still some things that could be useful, such as the possibility of accumulating opportunities from secondary accounts in the main account registry. Opportunity totals can be easily accumulated, but not the actual opportunity list. Licenses are limited to full access or read only, something in between would be useful too. You can not see the exact amount of data stored in your entities. This is a big problem if Dynamics 365 only offers a limited amount of storage in the cloud by CRM. For example, I believe that the first limit of memory beings in the cloud is 10 GB for entry-level CRM users. Like us, we have a lot of integration data and add-ons, which would be very nice to understand the amount of data that. It is not customizable for our commercial use. It is not a product as effective as something built for our commercial needs, like the Megaphone.

Review Source

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