Microsoft Dynamics 365

Score7.4 out of 10

954 Reviews and Ratings

What is Microsoft Dynamics 365?

Microsoft Dynamics 365 is a CRM providing sales, marketing, and service functionality. It is offered as SaaS and on-premise. Dynamics 365 is part of the larger Dynamics suite of business intelligence and ERP products.

Categories & Use Cases

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Customizable reports
Users can create reports and dashboards unique to their needs.
Category average: 7.6
Reporting
Software provides a broad range of standard and the ability to build custom reports.
Category average: 7.4
Custom fields
Users can create custom fields to store additional information on standard and custom objects.
Category average: 7.7

Compensation management
The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.
Category average: 8.6
Role-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Category average: 8
Pipeline visualization
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
Category average: 7.5

Most Frequent Users

Top 3 industries using Microsoft Dynamics 365.

Based on HG Insights installation data

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#1 most frequent

Professional, Scientific, and Technical Services

17.1%

6,501 installations of 38,096

#2 most frequent

Manufacturing

14.7%

5,612 installations of 38,096

#3 most frequent

Information

5.7%

2,162 installations of 38,096

Verified User

Contributor in Sales (10,001+ employees)

Use Cases and Deployment Scope

Microsoft Dynamics 365 is our main CRM that we have been using for a long time, what I really like about this CRM is the fact that it gives a complete visibility of all the required information for example: Purchase History, Invoice History, Active Opportunities, Remaining Credit Limit and many more things. It gets integrated to our Citrix environment perfectly, providing a secure and hassle-free experience. It shows some of the finest details about the customer that is available. I enjoy working on Microsoft Dynamics 365 because most of my applications are window based so it provides an overall amazing productive environment. Overall, it's a good experince till now.

Pros

Amount of details we can put in it
It creates a profile for every customer that we have and creates a portfolio for each customer
Provides overall visiblity for each account without going into depth of it

Cons

The user interface is not friendly, it can be improved
Since the UI needs improvement, it can be tricky to learn it initially
Sometimes it crashes and freezes, although it gets fixed quickly

Return on Investment

Microsoft Dynamics 365 is being used in our organization from a long time, we have tried other CRM during the last couple of years but none proved to be as efficient as Microsoft Dynamics 365

Usability

Alternatives Considered

Zoho Books and QuickBooks Commerce

Other Software Used

Microsoft Teams, Microsoft 365, think-cell

Pankaj Prashad View profile

Assistant Manager F &A in Finance and Accounting at Sectigo Limited (501-1000 employees)

Use Cases and Deployment Scope

We use MS Dynamics 365 as accounting software for recording accounts payable bills, payment transactions, Payments made to customers, credit card expenses, other expenses, recording time, generating invoices to customers, etc. We use MS Dynamics 365 daily. It's one of the best accounting software to record daily expenses. It's easy to use and helps prepare monthly financials, etc.

Pros

Best to use for AP - like in our organization, there are plenty of AP bills, so with Dynamics, we can quickly enter the same into the Excel utility, which means CSV-based upload, and then we can easily upload the same to the software. It's a time saver.
Best for Bank reconciliation - MS Dynamics makes Bank reconciliation easy. Banks can easily sync with software and easily get reconciled.
Generating invoices to customers and directly sending them to their inbox is easy with this software.

Cons

Navigation to particular tasks is different. This means that it is a little tricky for new users to use.
There are few manuals or learning texts, and videos are available online. Dynamics needs to create learning videos and manual texts for users or some free certification for everyone to understand.
Sometimes, an error code occurred while doing essential tasks, and the software got stuck. Customer support doesn't have effective solutions for that.

Return on Investment

Positive Impacts - AP Management makes easy to us.
Negative Impact - Supports doesn't solve issues particularly. Hard to connect with them.
Positive impact- This software makes email campaigns and invoice issues easy for customers to use.

Usability

Alternatives Considered

Sage Intacct, NetSuite ERP and Xero

Other Software Used

Sage Intacct, Xero, NetSuite ERP

Steve Cochrane View profile

CIO in Information Technology at Kyocera SGS Precision Tools (201-500 employees)

Use Cases and Deployment Scope

We use Microsoft Dynamics 365 for 2 divisions. We use it for opportunities and also for customer complaints or cases. We have approximately 300 customers in each division. We import customer, product and RMA data into Microsoft Dynamics 365 from our ERP system (Oracle/PeopleSoft) on a nightly basis.

Pros

Reporting
Integration with O365
Security

Cons

Licensing costs
Complex to setup
Integration with older ERP system

Return on Investment

Positive impact on tracking sales opportunities
Ease of use to transition to new sales associates

Usability

Alternatives Considered

Oracle CRM On Demand and S4 for Salesforce

Other Software Used

Microsoft 365, Oracle PeopleSoft ERP, UKG Ready

Steve Morton View profile

Senior Lead Generation Specialist in Sales at Dupré Logistics, LLC (1001-5000 employees)

Use Cases and Deployment Scope

We use Microsoft Dynamics 365 to track our customers and maintain sales managers records regarding all activities and opportunities, related to each customer. These records allow our leadership to monitor our Sales Manager activities with our clients, along with our customers opportunities activities and ensuring we are addressing every opportunity we've been presented with along with meeting all of our customers needs.

Pros

Maintain customer records including all contacts and information related to each company.
Track all opportunities and activities related to each customer.
Maintain and track all sales managers activities related to their assigned accounts.

Cons

Slow performance, due to high volume of customers in the system.
Have had some data corruption
Some integration issues with our system from time to time.

Return on Investment

Quantifiable ROI has been upwards of 125%
Real-time insights have provided business outcomes and automated processes for our organization.
Improved Financial Performance overall

Usability

Alternatives Considered

Salesforce CMS

Other Software Used

Geotab, Sugar Connect

Ron Ballard View profile

Consultant and author in Professional Services at The Data Studio (1-10 employees)

Use Cases and Deployment Scope

For 5 years I have worked with UK charities that were implementing and using Microsoft Dynamics 365. Their systems were used to manage: donors, partner organisations, other contacts, beneficiaries, donations, events, other fundraising activities, mailshots (paper and electronic), and to report on the effectiveness of their various activities. These organisations were sold Microsoft Dynamics Customer Relationship Management, which was renamed to Customer Experience.

Pros

Increases Microsoft's revenues

Cons

The starting price indicated here on TrustRadius is $44 per month. The organisations I was working with paid between GB£1.6 million and GB£3.7 million (US$2.1 million to US$4.9 million) just to get the system up and running. The lower figure is for an organisation with 200 employees and a database of 50GB (in its old system).
When the 50GB database was migrated to Microsoft Dataverse (the data management tool used in Dynamics 365) it increased in size to 500GB. This would have taken 150 days to migrate. The ongoing storage cost would have been over £100,000 per year in Dataverse, and that's on top of fees for licences, usage, support and implementation. As a result, the organisation migrated only a fraction of its data, and had to maintain another system to manage the rest of the data. The old database cost less than £1,000 a year for the full 50GB.

Return on Investment

Implementation time and costs escalated throughout the project
Operating costs were much higher than expected, largely because of disk usage costs. The cost per GB per month was 20 times the cost of premium disk on an Azure server, and the space taken up by the data was 10 times the same data in the source systems.
Achieving accurate, consistent and credible reports was very difficult: for the implementation partner, independent consultants and internal staff (who had proven database reporting skills).

Microsoft Dynamics 365

What is Microsoft Dynamics 365?

Categories & Use Cases

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