--- title: "Dynamics 365 Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Dynamics 365 the right AI Legal Assistant solution for you? Explore 5863 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/157279/Dynamics-365/reviews/" page_type: "reviews" language: "en" publication_date: "2026-10-19" --- Dynamics 365 4.4 (5863) [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 October 19th, 2026 # Reviews of Dynamics 365 Ease of use 4.1 Customer Service 4.2 ## Pros and Cons in Reviews Manish C Microsoft AdminAccounting, 201 - 500 employeesUsed the software for: 6-12 months. “It offers strong customization, centralized administration, and scalable cloud capabilities, which make managing users, workflows, and data efficient.“ April 29, 2026 Vaibhav C AnalystFinancial Services, 51 - 200 employeesUsed the software for: More than 2 years. “Another limitation is the lack of functionality to clearly distinguish between a quick “hi/hello” phone call and a more meaningful business conversation - both tend to be logged in the same way, which can be misleading when reviewing client engagement.“ February 9, 2026 Andrea L Innovation ManagerTranslation and Localization, 2 - 10 employeesUsed the software for: 1-2 years. “It provides a centralized view of customers, invoices, transactions, and business data, making it easier to manage day-to-day operations efficiently.“ July 20, 2026 Zakaria G AQAInformation Technology and Services, 201 - 500 employeesUsed the software for: Less than 6 months. “The interface can feel slow and overly complex at times, and advanced customization often requires significant setup and technical knowledge“ May 16, 2026 Blake A IT TechnicianRetail, 201 - 500 employeesUsed the software for: 6-12 months. “The integration with our existing Microsoft 365 environment is the biggest plus. Since we're already deep in that ecosystem, having Dynamics 365 pull data from tools our team already uses day to day cuts down on duplicate entry and keeps things a little more connected.“ June 30, 2026 Christopher V Human RelationsNon-Profit Organization Management, 2 - 10 employeesUsed the software for: 1-2 years. “No system is perfect, and if anyone tells you Dynamics 365 doesn't have a dark side, they're either selling it to you or they haven't actually had to manage it. If you want to know what I like least, what truly frustrates me about the platform, it comes down to three specific liabilities:“ July 19, 2026 Christopher V Human RelationsNon-Profit Organization Management, 2 - 10 employeesUsed the software for: 1-2 years. “With Dynamics, they can track a high-value lead, update a pipeline forecasting model, and review financial compliance metrics without ever truly leaving their workflow.“ July 19, 2026 Blake A IT TechnicianRetail, 201 - 500 employeesUsed the software for: 6-12 months. “This is not a platform you just hand to staff and expect them to figure out, the learning curve is significant and it often feels like you need a dedicated person just to manage and configure it properly.“ June 30, 2026 ## Showing most helpful reviews Showing 1-25 of 5863 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Junaid E. National IT Manager Hospitality Used the software for: 6-12 months ### "Powerfull All in one platform " September 13, 2025 4.0 Overall, Dynamics 365 is a powerful solution for business that need an all in one platform for managing operations and customer services. Pros Integration with Microsoft own products like Outlook, Teams and Power BI is seamless and boosts productivity. Cons The platform can be overwhelming to setup and configure due to its complexity. Licensing costs add up quickly, especially if you need multiple modules. performance can sometimes lags if not optimized correctly. Alternatives considered [NetSuite](https://www.capterra.com/p/135757/NetSuite/) Reason for choosing Dynamics 365 Our main reason was integration with existing Microsoft tools and customization options. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) We switched from Salesforce because Dynamics 365 provided great integration with Microsoft tools we already used, such as Office 365, Teams and Power BI. Review Source VR Verified Reviewer CEO Information Technology and Services Used the software for: 6-12 months ### "Dynamics 365 is powerful but too complicated for small teams" May 15, 2026 4.0 We started using Dynamics 365 last year for our sales and finance management. Its really strong software but feels like its made for big companies. For daily work its okay after training but many times we waste time fighting with the system. Good for medium to large businesses but if you're small maybe look for simpler options. Still using it because data is safe and integrated but not fully satisfiied with the pricee Pros The best part is everything is in one place - sales, invoicing, customer tracking, banking transactions all connected. Reports are very detailed and the automation saves time once you set it up. Microsoft support was helpful when we had big issues.i guess it's value for money overall and easy to use . Cons Its way too expensive for small business like us. The learning curve is very steep, took almost 2 months for my team to get comfortable. Sometimes it becomes slow and there are random bugs with invoicing and bank sync. Customization is powerful but needs developer help which costs extra... Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) We looked at Zoho CRM, Salesforce, and Freshsales before choosing. It had more features that's why we choosed this .. Review Source VR Verified Reviewer Data Scientist Education Management Used the software for: 1-2 years ### "Powerful CRM Platform with Strong Microsoft Integration" September 16, 2026 5.0 My overall experience with Dynamics 365 has been positive. It provides a centralized place to manage customer information, sales activities, reporting, and business processes. The customization options are useful for different business requirements, while integration with Microsoft tools adds convenience. The main learning curve is getting familiar with the many features and configuration options. Pros I like how Dynamics 365 brings CRM, sales, customer information, and business processes into one platform. The dashboards and reporting tools make it easier to track sales activities and customer data. It also integrates well with other Microsoft products, which is useful for managing data and workflows across teams. Cons The platform can feel complex for new users, especially when setting up workflows, permissions, and customizations. Some features require additional configuration or training, and the overall cost can increase depending on the modules and number of users. Review Source EL Evan L. Director of Inside Sales Medical Devices Used the software for: 1-2 years ### "Stick with Salesforce or Hubspot" June 9, 2026 2.0 It was terrible. With Salesforce you can quickly set pricing, create Proposals, get them signed, submit them, and have the product drop shipped and invoice sent out. Dynamics 365? Yikes - switch between multiple windows from Business Central to Dynamics 365 and back. Pros I liked that it brought a CRM into the whole M365 Platform. The sales funnel was decent as well, but not great. Cons Where do I begin? As someone who used Salesforce for 10+ years, I had no idea how badly an awkward CRM can mess up your entire sales cycle. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Our company was bought out by a company with PE money behind it and made decisions without consulting us. Review Source Breanna G. Onboarding Coordinator Health, Wellness and Fitness Used the software for: 6-12 months ### "Technically a CRM" June 24, 2026 4.0 It is not user friendly. It does not have any visual cues options so it can make it easy for some errors to occur in billing and other transactions. If you don’t need that then go for it. Training new staff on it is difficult. You can’t customize your own roles view easily. If you’re purely a back end automation user it’s pretty alright. It’s not really customer facing. Pros We use Dynamics for our CRM because it’s customizable. Dynamics is cost efficient for a larger company 20 employees or more. It supports sales tracking and member communications as well as classroom roster features. In that sense it does support communication between customers and staff and allows the team to effectively support customers. Cons It can be sometimes having a lot of bugs and we have a tech guy full time dedicated to looking after it. Switched from [ClickUp](https://www.capterra.com/p/158833/ClickUp/) It offered more features that matched structure of our group programs. Review Source AF Angelica F. Student Education Management Used the software for: 6-12 months ### "Helpful and organized platform" September 18, 2026 5.0 My overall experience with Dynamics 365 has been positive. It is helpful for staying organized and managing information, and it becomes easier to use once you get familiar with it. Pros I like that Dynamics 365 keeps information organized and makes it easier to manage different tasks in one place. Cons Some of the features can be confusing at first, and it takes some time to learn where everything is. Review Source DL Denis L. Customer service rep Transportation/Trucking/Railroad Used the software for: 6-12 months ### "Dynamics365den" September 19, 2026 4.0 Extensive capabilities, Microsoft integrations, customization options, and enterprise-scale functionality. Setup, training, and ongoing administration can be challenging compared to more straightforward CRM platforms. Pros Deep integration with the Microsoft ecosystem, including Outlook, Teams, Excel, and Power BI. Highly customizable workflows, dashboards, and business processes. Cons Can be complex to implement and maintain. Advanced customization often requires technical expertise or partner support. Review Source JS Jack S. A and R Coordinator at Pulse Music Group Music Used the software for: 2+ years ### "My central platform for keeping things organized" September 1, 2026 4.0 Pros I use Dynamics 365 when I need to keep track of contacts, activities, and information related to different music projects. Having important data centralized makes my administrative work easier, especially when I need to follow several relationships or activities at the same time. Cons The platform can feel complicated at first. I needed time to understand the different modules and find the functions that were actually useful for my work. Review Source ZS Zoe S. Operations Specialist Electrical/Electronic Manufacturing Used the software for: 1-2 years ### "Love Dynamic 365" September 19, 2026 5.0 it’s pretty helpful. We use it to be able to talk about anniversaries birthdays anything going on with us. Pros It helps everyone come together and communicate by having all the announcements in one area on Dynamics 365. Cons There are no cons I have for them at all that I have noticed and I have been using them for at year or 2. Review Source LL Léo L. Lead Management Civil Engineering Used the software for: Less than 6 months ### "Powerful Business Tool with Useful Features and Integrations" September 18, 2026 4.0 My overall experience was positive. It helped me keep information organized and manage my work more efficiently, although some features took time to get used to. Pros Dynamics 365 keeps customer and business information organized in one place, making it easier to manage tasks and track customer interactions. Cons Can sometimes feel a bit complicated to navigate, especially when trying to find specific information or complete certain tasks. Review Source RP Robert P. Account Executive Marketing and Advertising Used the software for: 1-2 years ### "Dynamics 365 - Simple, user friendly, and get's the job done" June 10, 2025 5.0 Overall, my experience with Dynamics 365 has been positive but it doesn’t have the WOW factor that other CRMs offer. While it gets the job done efficiently and provides solid functionality, the interface and features lack that extra level of innovation and polish seen in other platforms. It's reliable! Pros Dynamics 365 is an excellent tool due to its simplicity and user-friendliness. The intuitive interface makes navigation easy, and the seamless integration of features enhances productivity. It’s perfect for businesses looking for an efficient, streamlined solution without a steep learning curve. Cons The dashboard could use an upgrade for better user experience. The current layout makes it difficult to quickly access and display key metrics. Customization options are limited compared to competitors and it takes extra steps to view and analyze data, which can be frustrating for users who need to make quick, data-driven decisions. Switched from [Nutshell](https://www.capterra.com/p/144340/Nutshell/) Company liked the dashboard, metrics, and customization. Review Source CD Christian D. Manager Medical Devices Used the software for: 2+ years ### "Room to Grow" May 1, 2025 3.0 Our experience has been mixed, mostly due to poor implementation partners. While I believe in the power of the software and its capabilities, it does not seem like it is an industry-leading CRM at this point. However, I'm hopeful that it will get to that point with further investment from Microsoft. Pros The platform is very robust with different modules and infinite capabilities, from sales to service management to marketing, to HR. I appreciate Microsoft's commitment to improvement in technology by integrating things like Teams and Copilot into our CRM workflow. Cons Microsoft makes you work with costly implementation partners to set up your system. The system also does not integrate naturally with Business Central on the accounting side. Make updates to the system can also take some time to learn through the advanced settings. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) We had disparate systems across sales, field service, and accounting. Review Source Andrea L. Innovation Manager Translation and Localization Used the software for: 1-2 years ### "A Robust Microsoft Platform for Business Management" July 20, 2026 5.0 Overall, our experience with Dynamics 365 has been very positive. It has helped us centralize key business processes, including sales management, invoicing, and financial operations, making it easier to manage information and improve collaboration across teams. The platform is reliable, highly customizable, and integrates seamlessly with other Microsoft products, allowing us to streamline workflows and reduce manual work. While it requires some time to learn and configure, the investment is worthwhile given the breadth of functionality it offers. Overall, Dynamics 365 has become an important part of our daily operations, helping us improve efficiency, visibility, and decision-making across the business. Pros What I like most about Dynamics 365 is its ability to bring together financial management, sales, and business operations within a single platform. It provides a centralized view of customers, invoices, transactions, and business data, making it easier to manage day-to-day operations efficiently. The platform offers powerful sales management and invoicing capabilities, along with strong integration with the Microsoft ecosystem, which helps streamline workflows and improve productivity. Despite its broad functionality, the interface is well organized, and once users become familiar with it, everyday tasks are straightforward to perform. We have also had a positive experience with customer support whenever assistance was needed. Overall, Dynamics 365 offers excellent value for money for organizations looking for a comprehensive business management solution that can scale as their needs grow. Cons While Dynamics 365 is a powerful platform, it has a steeper learning curve than many other business applications due to its extensive functionality and customization options. Initial setup and configuration can take time, and users may require training to make the most of its capabilities. We have also experienced occasional performance issues, particularly when working with large datasets or complex reports. In addition, some advanced features and integrations may require additional licensing, which can increase the overall cost as business needs grow. That said, these drawbacks are outweighed by the platform's flexibility, comprehensive feature set, and the efficiency it brings to managing business operations. Review Source Marquita V. SALES MANAGER Computer & Network Security Used the software for: 1-2 years ### "A powerful enterprise tool held back by complexity and difficult licensing" August 4, 2026 5.0 My experience with Dynamics 365 has been a mix of appreciating its powerful capabilities while struggling with its inherent complexity. It is an incredibly feature-rich tool, but the combination of an unintuitive interface and an opaque pricing model makes it a challenging solution for teams that need quick adoption and straightforward administration. Pros Microsoft Dynamics 365 is an exceptionally powerful, unified business cloud platform. I particularly value its seamless integration with the broader Microsoft ecosystem, which streamlines workflows significantly. The platform’s deep modular customization and robust scaling options make it highly adaptable to evolving business needs, allowing me to build a tailored solution that grows alongside our operations. Cons The platform presents a steep learning curve that requires significant time and training to master. The licensing structure is often confusing and difficult to navigate for me, making it hard to predict long-term costs. Additionally, the user interface can feel cumbersome and cluttered, frequently requiring too many clicks to complete simple tasks, which hinders overall productivity. Review Source VR Verified Reviewer Analyst Financial Services Used the software for: 2+ years ### "Strong Capabilities, but Reliability Needs Improvement" February 9, 2026 4.0 Pros What I liked most about Dynamics 365 is how easy and natural it feels to use in day-to-day work. The campaign management features are very effective, especially for marketing events where it’s simple to track who subscribed, who attended, and understand the overall turnaround, giving teams clear visibility without extra effort. For salespeople, it removes a lot of the usual admin - meetings are quick to log, and the Microsoft 365 integration makes a real difference, allowing calls to be made directly from the platform while automatically capturing and recording meetings. It streamlines processes, saves time, and helps everyone stay organised without feeling overly complicated. Cons it can sometimes feel unreliable due to frequent bugs, which can interrupt workflows and slow things down. The search function, in particular, doesn’t always work as expected, making it frustrating when you’re trying to quickly find contacts or information. Another limitation is the lack of functionality to clearly distinguish between a quick “hi/hello” phone call and a more meaningful business conversation - both tend to be logged in the same way, which can be misleading when reviewing client engagement. Review Source VR Verified Reviewer Technical Program Manager Automotive Used the software for: 2+ years ### "Useful Platform, but Takes Time to Learn" August 16, 2026 4.0 Pros A strong point is having customer information, sales activity, and business processes connected in one system. It’s useful when you need to look back at previous interactions or see where something stands without checking several different places. The Microsoft integration is also convenient if your team already works with their other tools. Cons There’s definitely a learning curve. Some screens have a lot of fields and options, and simple things can occasionally take more clicks than expected. Getting reports or workflows exactly how you want them can also take some setup. Review Source AV Alexandra V. People Business Partner Wholesale Used the software for: 2+ years ### "Dynamics 365 Scalablity " April 5, 2026 5.0 Dynamics 365 is the bedrock of our company and is used constantly. Outside the lag from being overly customized, the refreshed system now works more efficiently and seamlessly. There are great training resources available for new hires that are learning the system, and the cost has been worth the success of the software. Pros Dynamics 365 (D365) is our ERP that we use across our company. This software is the foundation of our sales and is a significant part of our business operations. The ability to scale based on our needs as our company has grown has been a true asset, and the cost was supportive of our company's budget. Our employees that interact with the platform report ease of use with the system and managers appreciate the reporting features. We have been able to customize the platform to meet our needs and the products we sell. Cons While the system is highly customizable, we have found that the more customization, the slower the platform, to the point where we went back to default. It does offer customer service, however the issues we had based on the over customization was a costly update. Review Source BS Brian S. Business Development Manager Nanotechnology Used the software for: 1-2 years ### "A Decent CRM Option for Small Teams" July 19, 2026 5.0 Overall, my experience with Dynamics 365 has been very positive, with the system proving to be a valuable asset for our team's daily operations. I appreciate the intuitive interface and the ability to customize it to suit our specific needs, which has greatly improved our workflow efficiency. Pros I've been using Dynamics 365 for about two years now, and it's been a pretty solid choice for our business. The customer service module works well enough, and I appreciate the flexibility it offers. Our team has found it easy to use and navigate, which is a big plus. Cons One thing that took a bit to figure out was the reporting feature – it's not a huge deal, but it would be nice if it were more intuitive. We've also experienced some minor issues with data import, but the support team has been responsive and helpful. Review Source RS Radha S. Legal Assistant Legal Services Used the software for: 6-12 months ### "Powerful and Flexible, with a Steep Learning Curve" April 15, 2026 5.0 My overall experience with Dynamics 365 has been largely positive. It’s a powerful and flexible platform that works especially well for organizations already embedded in the Microsoft ecosystem. The tight integration with tools like Outlook, Teams, Excel, and Power BI made collaboration and data management more seamless, and the ability to customize workflows, dashboards, and reporting allowed it to support complex business processes. That said, it does come with a steep learning curve and can be resource‑intensive to implement and maintain. With proper training and support, however, Dynamics 365 becomes a robust, scalable solution for managing operations and customer relationships. Pros What I liked most about Dynamics 365 was how well it integrates with the broader Microsoft ecosystem. The seamless connection with Outlook, Teams, Excel, and SharePoint made it easy to manage data, communicate, and collaborate without constantly switching between systems. I also appreciated its flexibility—being able to customize workflows, dashboards, and reporting allowed it to adapt well to different business needs. Overall, it felt like a powerful, centralized platform for managing information and processes efficiently. Cons What I liked least about Dynamics 365 was its complexity and learning curve, especially during initial setup and customization. While the platform is very powerful, it can feel overwhelming to configure without dedicated technical support or training. Performance can also be an issue at times, particularly with large datasets or heavily customized environments, and licensing costs can add up quickly depending on the modules and users required. Overall, it can feel resource‑intensive compared to simpler CRM or ERP solutions. Review Source Matt S. Activation Manager Entertainment Used the software for: 2+ years ### "The Only Way to Do Business" December 22, 2025 5.0 I love it. I literally could not do my job without it. The integration from platform to platform is unmatched. There is no product like this on the market. Pros I love that Dynamics 365 allows our team to utilize every single Microsoft tool we could ever need. From powerpoint, to work, to excel, and even Copilot, this software keeps out business running. I dont know what we would do without it. Cons I actually am not sure I have a dislike. It literally has every feature we need. My only complaint would be minuscule and would be how Outlook has changed over the years but that is nitpicking. Review Source KC Krystal C. Administrative health Hospital & Health Care Used the software for: 1-2 years ### "Microsoft dynamics review" January 27, 2026 5.0 great software do not have any bugs and issues.very great campaign management for my workplace. And never had a issue with the use of Microsoft dynamics. Pros What i like about Microsoft dynamics is they software is a good product for my money because i can store all my docs in one place.And very easy to use and great invoicing and great features to use Cons Noting everything about Dynamics is a great software to use Because they have great customer support when i have a problem. Review Source SR Shilpa R. QA lead Utilities Used the software for: 2+ years ### "Great tool for salesforce CRM projects " October 29, 2025 4.0 Pros D365 with SAP CRM is a great tool as a sales platform to improve sales performance productivity with increased efficiency using copilot Cons It is a great tool for sales force platform integration with SAP but also look forward improving in access management when involved in lot of integrations Review Source AV Arne V. Controller Wholesale Used the software for: 1-2 years ### "Solid system" June 17, 2026 5.0 Pros Professional system that allows for big data, good flows and lots of opportunities to continue to optimize workflows. Many important add-ons that need to be configured Cons Often times there is another add-on, that it is easy to forget about needing configuration, because the native solution does not support certain function. Review Source Ahmed S. Microsoft sales advocate Commercial Real Estate Used the software for: 6-12 months ### "Microsoft sales advocate " December 16, 2025 5.0 It is great on documentation and easy to use with the tib as it always requires help from the support ataff Pros Easy to use and secures also helps us and prospects with a Microsoft eco friendly system and makes migration and documents very easy Cons The phone connector is always glitches and have. A lot of issues and I had some time with it not working Review Source NR Nilisha R. Compensation specialist Individual & Family Services Used the software for: 1-2 years ### "Compensation Specialist " February 23, 2026 5.0 Pros Very easy to use. More functionality. Dynamics 365 put everything together under same umbrella and very much customizable and manageable. Cons Comparing it with other software, Microsoft is pretty good. However the cost is pretty high resulting to low adaptation among all staff. 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