# Dynamics 365 Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Dynamics 365 Software - reviews, pricing plans, popular comparisons to other CRM products and more. Source: https://www.capterra.com/p/157279/Dynamics-365 --- # Dynamics 365 Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 15, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Dynamics 365 ## What is Dynamics 365? Microsoft Dynamics is a business management solution that enables users to make important business decisions. Microsoft Dynamics works with familiar Microsoft software-easing adoption and reducing the risks inherent with implementing a new solution. These solutions automate and streamline financial, customer relationship, and supply chain processes that helps drive business success. ## What is Dynamics 365 used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Business Management](https://www.capterra.com/business-management-software/)[Dashboard](https://www.capterra.com/dashboard-software/) Recognitions Shortlist Top alternative Featured Overall rating Based on 5,834 user reviews Reviews sentiment Positive 88% Neutral 10% Negative 2% Pros & cons Centralized employee management platform Integrated team collaboration tools Complex and high pricing structure Recurring bugs and technical glitches Starting price $50 Per User, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... - CRM / 2026 - Enterprise Resource Planning / 2026 - Purchasing / 2026 - Accounts Payable / 2025 - Billing and Invoicing / 2025 - Business Management / 2025 - Customer Service / 2025 - Financial Reporting / 2025 - General Ledger / 2025 - Lead Management / 2025 - Procurement / 2025 - Sales Tracking / 2025 - Supply Chain Management / 2025 Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Dynamics 365?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.microsoft.com&name=Dynamics 365) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Dynamics 365 4.4 (5,834) VS. [4.5 (823)](https://www.capterra.com/p/152769/eWay-CRM/reviews/) Starting Price $50 Per User, Per Month Starting Price $20 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.1 (5,781) Ease Of Use 4.4 (823) Value For Money 4.1 (4,804) Value For Money 4.4 (735) Customer Service 4.2 (4,833) Customer Service 4.6 (769) ## Dynamics 365 alternatives [4.2 (2,054)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.7 (463)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.2 (1,316)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars Highest Rated [4.7 (738)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/157279/Dynamics-365/alternatives/) ## FAQs about Dynamics 365 Overview ### What problems does Dynamics 365 solve? Dynamics 365 solves scattered customer data, disconnected departments, manual follow-ups, and poor visibility into sales pipelines, service cases, projects, and financial activity by centralizing records, automating workflows, and integrating with Microsoft tools. Sales teams, customer service agents, operations managers, HR staff, and executives benefit most from faster coordination and clearer decision-making. Answer based on 2331 reviews Overview ### Which roles and teams benefit most from Dynamics 365? Dynamics 365 benefits business owners, executives, and directors who need unified visibility into sales, finance, and operations. Project managers, office managers, and consultants use it to coordinate workflows and client delivery, while accountants, sales teams, and IT staff rely on it for reporting, customer management, automation, and system administration. Answer based on 5261 reviews Overview ### What company size and industries is Dynamics 365 built for? Dynamics 365 is built for organizations of all sizes, with strongest adoption among small businesses at 62%, followed by enterprises at 21% and midsize businesses at 18%. It serves many sectors, led by Computer Software at 10%, Information Technology and Services at 9%, and Accounting at 4%. Answer based on 5824 reviews Features and Usability ### What are the key features of Dynamics 365? Dynamics 365 includes core CRM features like contact management, lead management, opportunity tracking, and customer history, plus differentiators such as Microsoft 365 and Power BI integrations, customizable workflows, dashboards, and reporting. Reviewers also highlight employee management and sales and marketing modules for managing data across departments. Answer based on 1312 reviews Pricing ### How much does it cost and what fees or limitations are included? Dynamics 365 starts at $50/user/month for the Professional plan, with Enterprise at 105 and Premium at 195; a free trial is available. Reviewers call pricing fair for feature breadth, but many say costs rise with more users, modules, customization, implementation, and training, and the licensing options can be confusing. Answer based on 724 reviews Integrations ### Which third-party tools and platforms does Dynamics 365 integrate with? Dynamics 365 connects natively to Microsoft Outlook, Microsoft Excel, Microsoft 365, Microsoft SharePoint, Microsoft Power BI, Microsoft Teams, Gmail, and Microsoft Azure. It supports over 20 integrations overall, with additional catalog connections including Salesforce Sales Cloud, DocuSign, Zapier, and Microsoft Project for sales, document, and workflow use cases. Answer based on 1265 reviews Getting Started and Support ### How easy is it to onboard and train a team on Dynamics 365? Dynamics 365 is fairly quick for end users already familiar with Microsoft products, who often adapt with minimal training. Documentation is the main official option, and reviewers also mention online guides, videos, forums, and community resources. Admins, beginners, and teams handling setup or customization usually need more time, structured training, and technical support. Answer based on 629 reviews Getting Started and Support ### What customer support options does Dynamics 365 offer, and how do users rate the experience? Dynamics 365 offers email/help desk, FAQ/forum, a knowledge base, phone support, 24/7 live representatives, and chat. Users often describe support as helpful, knowledgeable, and responsive, with strong self-service resources. Still, some report slow follow-up, difficulty reaching the right specialist, repeated information requests, and uneven issue resolution. Answer based on 370 reviews Security ### How does Dynamics 365 handle data security and access control? Dynamics 365 uses strong security features, robust user permissions, roles, field-level and object-level access controls, Azure Active Directory integration, single sign-on, MFA, Windows Authentication, backups, and audit trails. It also supports secure cloud, on-premise, and hybrid deployment. Some reviewers note permissions and security-role setup can be complex, time-consuming, and occasionally frustrating. Answer based on 197 reviews ## Who uses Dynamics 365? Based on Capterra reviews from the past year Talk to a software expert to get a free software list tailored to your business needs Company size Based on 106 reviews 100% 75% 50% 25% Smallbusiness Midsizebusinesses Enterprise Top job functions Based on 106 reviews Administrative 29% Administrative 29% IT & Software Development 19% Sales & Business Development 10% Health & Medical 7% Others 34% Top industries Based on 106 reviews Accounting 29% Computer Software 26% Information Technology and Services 17% Hospital & Health Care 14% Other 14% ## Pros and Cons Centralized employee management platform 91% positive reviews out of 549 Most reviewers indicate employee management streamlines HR, resource planning, and productivity through unified tools and automation. Ayla S. Manager, 51 - 200 employees. "Dynamics 365 significantly gows the business and income flow for the business, employees become more dutiful and alert, when they get all resources and tools of better workmenship, efficency level definitely improves, casualties get lesser and overall working environment up lifted significantly." Complex and high pricing structure 53% negative reviews out of 494 Some reviewers comment pricing is confusing and expensive, especially with add-ons, licensing, and scaling for growing businesses. Matt G. Director, 201 - 500 employees. "I find Dynamics licenses and cost of maintenance are still very expense for the value provided." Integrated team collaboration tools 93% positive reviews out of 313 Most reviewers find team collaboration seamless, with real-time sharing, organization, and communication across departments and locations. Hicham M. Freelance Character Designer, 1 employee. "Powerful and feature rich tool, especially with the fact that it integrates plenty of tools withing it that are pretty useful for team collaboration when needed." Recurring bugs and technical glitches 75% negative reviews out of 410 Most reviewers describe bugs and issues as disruptive, causing crashes, error messages, workflow interruptions, and unreliable integrations. Eva I. business process analyst, 51 - 200 employees. "Additionally, bugs are frequent, and seem to appear and disappear in sync with Microsoft updates." Comprehensive business activity tracking 97% positive reviews out of 183 Most reviewers describe tracking as robust, enabling easy monitoring of sales, inventory, customer interactions, and project progress. Andres M. Research, 1 employee. "Easy to use, really intuitive, helps a lot for sales tracking, and has high storage for their databases" Frequent performance and speed issues 77% negative reviews out of 367 Most reviewers report performance and speed problems, including slow load times, lag, and delays during data processing and multitasking. seriana M. Estimator, 201 - 500 employees. "There are long lag times and the processing times can take a while and sometimes there is a disconnect and the process has to be restarted" ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Billing & Invoicing 4.5 (483) 54.66% of 483 reviewers that rated this feature as important or highly important This aspect automates invoice creation, tracks billing cycles, and integrates with Word, Excel, and QuickBooks. Reviewers appreciate the time savings, accuracy, milestone invoicing, and customization, but note occasional issues with third-party integrations and the need for some custom setup. Sales Pipeline Management 4.4 (411) 53.28% of 411 reviewers that rated this feature as important or highly important It gives you a visual, customizable way to track opportunities from lead to invoice, integrating with modules like contact management and Power BI. Users think the dashboards, forecasting, and collaboration streamline sales processes, though setup and data accuracy are important for reliability. Lead Management 4.4 (404) 51.73% of 404 reviewers that rated this feature as important or highly important Dynamics 365 offers robust tools for capturing, scoring, and nurturing leads from multiple sources, with automation and integration with platforms like HubSpot and Microsoft apps. Reviewers appreciate efficient tracking, segmentation, collaboration, and the ability to qualify or disqualify leads easily. Contact Database 4.5 (368) 57.61% of 368 reviewers that rated this feature as important or highly important With this capability, you centralize and customize all customer data, making it easy to manage, analyze, and integrate with Microsoft tools like Outlook and Excel. Reviewers appreciate the thoroughness, duplicate detection, segmentation, and seamless collaboration it provides. Task Management 4.5 (320) 53.13% of 320 reviewers that rated this feature as important or highly important You benefit from streamlined task assignment, tracking, and collaboration, with integration to Outlook and Planner. Reviewers appreciate improved organization, productivity, and customization, though some mention occasional clunkiness and a preference for the previous Project-based integration. Contact Management 4.4 (606) 55.78% of 606 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Dynamics 365 134 features Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Track money owed to a company's creditors/suppliers Track outstanding invoices and the money owed from clients Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Application programming interface that allows for integration with other systems/databases Manage assets throughout their lifecycle to optimize profit Compare and match accounting/financial records with corresponding bank statements This aspect automates invoice creation, tracks billing cycles, and integrates with Word, Excel, and QuickBooks. Reviewers appreciate the time savings, accuracy, milestone invoicing, and customization, but note occasional issues with third-party integrations and the need for some custom setup. Create budgets based on historical data and future projections Technological processes and strategies used for collecting, managing, and analyzing organizational data Track and manage schedules and meetings via an integrated calendar Notifications/alerts for upcoming events or tasks Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Plan and strategize marketing campaigns Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Communicate using direct chat or messages within the system Provides a channel for team members to share AI models, media files, communicate, and work together Tracking, calculating, and paying commissions and earnings to employees Track and manage adherence to policies for any service, product, process, or supplier Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting With this capability, you centralize and customize all customer data, making it easy to manage, analyze, and integrate with Microsoft tools like Outlook and Excel. Reviewers appreciate the thoroughness, duplicate detection, segmentation, and seamless collaboration it provides. Manage, organize, and store contact information Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Initiate interactions with customers by proactively starting conversations or providing informational content Access previous interactions or concerns to maintain customer relationships Process of dividing customers into groups based on common characteristics Add customized logos and colors to align with company branding Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics Creation and customization of dashboards Connect to big data sources Import and export data to and from software applications Combining data from different sources and providing a unified view Graphical representation of data Manage sending personnel and resources to a site as needed Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Transfer of data from one computer system to another Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Track employee schedules, availability, and performance across projects and tasks Assign working shifts or tasks to employees based on their availability Monitor and record expenses such as purchases or charges incurred Find & retrieve relevant data or documents Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Plan, manage, and track the financial activities of an individual or organization Generate reports to assess the financial performance of an organization Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history Designed for call centers Intended to be used by insurers Operate/access software on iPad Devices Intended for medical use such as diagnosis, treatment, and consultation For realtors, real estate investors, property managers, and other real estate professionals. Primarily serving startup companies Form predictions based on past and present data/trends Manage allocation and performance of financial assets Centralized accounting record which tracks all financial transactions Automates core HR functions such as talent management, employee evaluation and learning management A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Integrated suite of industry-specific operations management applications (Supply Chain, HR, Project Management, Manufacturing, etc.) Track interaction history by documenting conversations for contacts Incorporation of a chat or messaging system within an organization's internal communication infrastructure Track and manage inventory levels to maintain proper supply Create invoices from scratch or have recurring invoices Captures invoice data and maintains comprehensive records for auditing and reporting purposes Creation, processing, verification, and execution of invoices till the payment is made Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills Tracking the status of previously identified performance measurements Predict labor requirements based on past and present data/trends Automatically identify and save contact information of potential customers Manage the process of attracting and converting business prospects into leads Dynamics 365 offers robust tools for capturing, scoring, and nurturing leads from multiple sources, with automation and integration with platforms like HubSpot and Microsoft apps. Reviewers appreciate efficient tracking, segmentation, collaboration, and the ability to qualify or disqualify leads easily. Engage with a lead throughout the sales process by actively providing information Score a lead on their quality or likelihood to buy based on certain behaviors Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Divide leads into buckets based on predefined criteria and routing rules Schedule predetermined or ad hoc maintenance services and labor requests Automate workflows and trigger campaigns based on customer actions Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding Access software remotely via mobile devices Access the system via a mobile application Observe and track the demand, usage, progress or quality of a system, product, or user Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Manage and handle various international currencies Create, send, and view electronic invoices Track all opportunities for potential sales and convert them into recurring revenue Manage employee salary processes, data, taxes, and records administration efficiently A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Accept and process customer payments for products or services using hardware and software A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time Plan and coordinate all the resources, costs and time needed to execute assignments Tools designed to streamline the process of lead generation and management for sales teams Create, send, and track purchase orders and their statuses Receive data and information in real time Manage all receiving processes within a warehouse Timed notification for any upcoming task, deadline, appointment, or activity Access work applications remotely, for when working away from the office and/or traveling Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Review, approve and cancel requests for goods/services to be purchased Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. It gives you a visual, customizable way to track opportunities from lead to invoice, integrating with modules like contact management and Power BI. Users think the dashboards, forecasting, and collaboration streamline sales processes, though setup and data accuracy are important for reliability. Reports specific to sales analysis for trends and strategies Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Plan availability and assign specific time slots for tasks and resources Search and/or filter for items using names, keywords, descriptions, tags, metadata, etc. Search and filter data across systems to locate required information by entering keywords or certain criteria Online portal through which end users can access the system, manage tasks, or obtain information Display aggregated data points on one page for a bird's eye view assessment Track the amount of money spent on a certain product or with a certain supplier Track the status over time for a request, process, asset, or transaction Manage all supplier data and operations Manage the planning and execution of supply chain activities Allow customers/users to submit support queries and service requests You benefit from streamlined task assignment, tracking, and collaboration, with integration to Outlook and Planner. Reviewers appreciate improved organization, productivity, and customization, though some mention occasional clunkiness and a preference for the previous Project-based integration. Track and manage the scheduling of tasks Sample files or documents that could be customized as needed or used as is Set up connections to third-party platforms to improve business processes Log and record hours worked and costs spent to assist in billing and invoicing Track employee/learner's progression through training programs Manage, record and track all business exchanges in form of money and its related interactions in the system Review data from past periods to reveal recurring tendencies and predict future performance Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Interact with data visualization elements, such as charts and graphs, to drill down into data Manage and track operations and inventory within warehouses Creating, assign, and track jobs and/or tasks for work orders Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.3 (5,770) 4.3 Based on 5,770 reviews ## Pricing Value for money 4.1 (4804) Free Trial [View pricing plan details](https://www.capterra.com/p/157279/Dynamics-365/pricing/) Professional $50.00 Per User,Per Month It includes: - Case management - Knowledge management (including knowledge authoring) - Microsoft 365 interoperation - Unlimited named users - Leads (creation only) - Microsoft Power BI Enterprise $105.00 Per User,Per Month It includes: - Microsoft Teams integration - Copilot in Dynamics 365 Customer Service - Embedded intelligence - Multisession support - Unified routing - Analytics and KPI reporting - Forecasting and scheduling - Portals - Custom applications (Microsoft Power Apps) - Workflow automation (Microsoft Power Automate) Premium $195.00 Per User,Per Month It includes: - Self-service chatbots and IVR - Live and persistent chat on messaging and social channels - Voice channel with inbound routing, conversation summarization and outbound calling Value for money 4.1 (4,804) 4.1 Based on 4,804 reviews ## Integrations [ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ ADP Workforce Now](https://www.capterra.com/p/155895/WorkforceNow/)[ Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.2 (4833) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.2 (4,833) 4.2 Based on 4,833 reviews ## User reviews Overall rating 4.4 Based on 5,834 reviews Filter by rating 5(3039) 4(2086) 3(573) 2(99) 1(37) Mentioned topic Sorted by most recent VT Vianney T. Staff Engineer Computer Software ### "Well structured platform that keeps everything clear" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 8, 2026 Pros I found that the whole thing was well structured and that it made it possible to have an overall view of important information without having to multiply tools. Cons I particularly appreciate the customization possibilities and the way the different modules work together. You can feel that the platform is designed to support a variety of professional needs. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User Full Stack Developer Computer Software ### "Microsoft Dynamics review" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 7/10 July 5, 2026 Pros A great ERP to manage all the invoice related operations and data for large scale entities such as dental clinics. Cons Sometimes when you sync data from your app to microsoft dynamics, the data gets manipulated or saves as empty fields. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MV Mitesh V. SSE Computer Software ### "Much improved with automation and copilot" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 July 2, 2026 Overall, Dynamics 365 has been a reliable solution for managing customer data and business processes. The newer AI capabilities, better integrations, and automation features have improved productivity, although there's still room to simplify some of the more advanced configurations. Pros Dynamics 365 has evolved into a much more complete business platform. I like how well it integrates with Microsoft 365 and Power Platform, and features like Copilot help speed up routine tasks. The reporting and workflow automation capabilities have also improved significantly. Cons The platform is feature-rich, but that also means there's a learning curve for new users. Some advanced customizations and integrations still require experienced developers to implement and maintain effectively. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MB Matt B. Senior Software Engineer at JEOL USA Industrial Automation ### "Dynamics 365" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 2, 2026 I can easily manage several parts of my business at the same time, whether it’s customer relationships or some internal tasks, and it lets me have an overall view without getting too lost between different tools. Pros The tool is pretty complete and when you use it, you can tell it was designed for businesses that want to better organise how they work after using Salesforce Sales Cloud. Cons It’s not always easy to get the hang of, especially at the start. There are a lot of features and you can quickly feel a bit lost. Setting it up also takes time and sometimes you need a bit of help. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Blake A. IT Technician Retail ### "Powerful but hard to fully utilize without dedicated resources" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 2.0 2.0 Likelihood to Recommend 6/10 June 30, 2026 ai insights icon chrome icon google docs icon Dynamics 365 is a powerful platform that we're honestly probably only scratching the surface of given our resources and team size. It works for what we're using it for across our retail operations and donor tracking, but it's the kind of tool that rewards organizations who have the bandwidth to really invest in it. Which isn't always easy for a nonprofit. We make it work, but there's a gap between what it can do and what we're actually getting out of it. Pros 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. For tracking donor relationships and managing contacts across our retail locations it's capable enough, and the reporting dashboards give leadership a decent view of operational activity without having to pull from multiple sources. When it's configured right it can handle a lot. Cons The complexity is the real barrier. 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. For a nonprofit our size it can feel like a lot of overhead for what we actually need it to do day to day. Customizing it to fit our specific workflows has also taken more time and outside help than we anticipated going in. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Breanna G. Onboarding Coordinator Health, Wellness and Fitness ### "Technically a CRM" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 5/10 June 24, 2026 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. PO Paul O. Software Engineer Computer Software ### "the best 365" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 22, 2026 The cost is high, especially for small businesses. The implementation requires expert swell-placed . Pros It’s a very powerful solution but clearly more suited for large companies or a growing organization. than for others. Cons Dynamics 365 is very complete because it brings together CRM and ERP in one solution. it is integrated with Microsoft (Teams, Excel, Outlook). so that connection is a huge strong point. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AD Allan Del Cris T. Onboarding specialist Outsourcing/Offshoring ### "Dynamics 365! " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 18, 2026 All goods so far! Been with company who's using the software for over 4 years and still meeting our expectation. Pros Still reliable, easy to be customized, able to create the view the way the dashboard we wanted to see. Cons I think some major update with feature take a little more time compare to the other we have used such as Monday.com but still better than the other platforms Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AV Arne V. Controller Wholesale ### "Solid system" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 10/10 June 17, 2026 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. HW Hsiang-Hua W. therapist Hospital & Health Care ### "Getting better" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 June 16, 2026 I really enjoy using this service and I was able to get work done effectively with it. I honestly have a good time using them this past year. Pros I have been having a better experience with this app at work and was able to use it daily with no issues. Cons I personally don't have any issues with them this year and did not need to call the tech support for any issues. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. 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