Microsoft Dynamics 365 Professional, Scientific, and Technical Services Reviews & Insights

Score7.4 out of 10

954 Reviews and Ratings

Community insights

TrustRadius Insights for Microsoft Dynamics 365 are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Lead Generation Capabilities: Users have appreciated the software's easy lead generation functionalities, enabling them to generate leads via emails, phones, and campaigns while automating the process.

Intuitive: Reviewers find the user interface intuitive, suitable for both new and experienced users without requiring extensive training.

Customization: Customers have highlighted the software's robust customizability features, allowing them to tailor Dynamics to their specific business needs with ease.

Customer Service: Some users noted that the software effectively guides sales representatives through the sales process and facilitates quick quoting, enhancing interactions with customers.

Integration: The integration with Microsoft Outlook was found to enhance the overall user experience by some reviewers.

Microsoft Dynamics 365 Reviews

33 Reviews

Professional, Scientific, and Technical ServicesAccounting3Information Technology & Services22Marketing & Advertising4Market Research1Research2Human Resources1

Microsoft Dynamics 365 - One CRM for everything important

Rating: 8 out of 10

Incentivized

April 22, 2025

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

Likelihood to Recommend

I am working as an Account Manager, for me it is really important to check the account health and other necessary details before prospecting a customer for a new opportunity. Microsoft Dynamics 365 provides me a good visibility of a customer's account, saving me alot of time. I can rely on Microsoft Dynamics 365 to manage my sales pipeline and since my manager have the visiblity of my funnel. I don't have to update him every week for the update, Microsoft Dynamics 365 does that for me.

Verified User

Contributor in Sales (Information Technology & Services company, 10,001+ employees)

Vetted Review

Reseller

5 years of experience

MS Dynamics.

Rating: 7 out of 10

Incentivized

March 17, 2025

Use Cases and Deployment Scope

In our organization, we provide consulting/ implement Microsoft Dynamics 365 to enhance customer relationship management and streamline operations. It addresses business problems such as data silos and inefficient processes by integrating various functions. Our use case includes the as-is analysis, design of tailored solutions, and benefit case development to ensure alignment with our strategic goals.

Pros

The platform aggregates customer data from various sources.
Dynamics 365 offers comprehensive financial management tools, including budgeting, forecasting, and real-time financial reporting.
Users can quickly log time and expenses associated with projects, providing transparency and facilitating accurate billing.

Cons

Complex Navigation.
Customization Complexity.
Third-Party Integrations.

Likelihood to Recommend

Microsoft Dynamics 365 is well-suited for organizations needing integrated CRM and ERP solutions - a mid-sized manufacturing company managing sales, inventory, and customer relationships in one platform. It may be less appropriate for small businesses with limited budgets, as its pricing can be a barrier. Additionally, organizations seeking highly specialized industry solutions might find Dynamics 365 lacking specific functionalities compared to niche software tailored for those sectors. Overall, its versatility shines in larger, more complex environments.

Verified User

Consultant in Professional Services (Accounting company, 10,001+ employees)

Vetted Review

3 years of experience

Microsoft Dynamics 365 Review

Rating: 8 out of 10

Incentivized

March 17, 2025

Use Cases and Deployment Scope

We use Microsoft Dynamics 365 for automating certain processes such as creating files in Microsoft Teams. We also use Power automate for requesting leave within the company. Its also used on a wider scale to support application processing including the front end and backend view. So in my organisation it is used for a variety of purposed both internally and externally.

Pros

Easy to pick up
Automation
Adaptable to different processes

Cons

The Help Guides could be improved as to how to create Power automate apps
The Micrsoft learning is also a little dry
Even though it is low code i think it should still be marketed for developers

Likelihood to Recommend

Its suited for automating certain processes internally and externally (client site). There's also a range of applications that can be created using Microsoft Dynamics 365 so that's something thats good. There are a lot of additional functions and features that can be used within Microsoft Dynamics 365 also so thats something beneficial when looking future forward.

Verified User

Professional in Professional Services (Information Technology & Services company, 10,001+ employees)

Vetted Review

3 years of experience

Microsoft Dynamics 365 my take

Rating: 8 out of 10

Incentivized

March 11, 2025

Use Cases and Deployment Scope

Based on my role use it for Data Management new account creation and funnel & quotation management.

Pros

Robust
Varied Options
Self Sufficient

Cons

Cumbersome to use
Need to simplify the interface

Likelihood to Recommend

Overall it is good, but need a fresh set of eyes to design the product in terms of user interface.

Verified User

Administrator (Information Technology & Services company, 5001-10,000 employees)

Vetted Review

3 years of experience

Deep Dive in to Microsoft Dynamic 365.

Rating: 8 out of 10

Incentivized

March 6, 2025

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.

Likelihood to Recommend

Based on user experience, I would like to recommend this software to my friends or colleagues on the AP Handling. I like AP recording the most because it makes my work easy. I have been using this for the past 2 years, and it's one of the best for this task. Easy to use and user-friendly.

Pankaj Prashad

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

Vetted Review

4 years of experience

Verified on LinkedIn

Microsoft Dynamics 365 = Good, you could do worse.

Rating: 8 out of 10

Incentivized

March 5, 2025

Use Cases and Deployment Scope

Microsoft Dynamics 365 is the CRM we use for our sales team. It allows us to have client information available to our associates, and for them to track messaging through calls, and emails. It is also used to determine associate of record for those looking to add clients. Management uses the tool to monitor associate metrics and communicate with clients.

Pros

Plenty of good client information to fill out
Allow third party apps to help populate client info
shows some reporting that is useful to sales associates and management

Cons

Reporting is basic and could be better
There could be training, especially on report creation, in the application
There could be better ways to manage large amounts of text data for client and opportunity information

Likelihood to Recommend

If you are a Microsoft house Microsoft Dynamics 365 does a great job of integrating into the other areas of your business and provides a smooth seamless transition of data. However, if you are using Google Docs, or a third-party application for different aspects of your business, you may find it more difficult to integrate.

Verified User

Director in Sales (Information Technology & Services company, 201-500 employees)

Vetted Review

4 years of experience

Microsoft Dynamics 365: A Powerful but Complex Tool with Untapped Potential

Rating: 8 out of 10

Incentivized

February 13, 2025

Use Cases and Deployment Scope

It is the essential product which does its job in B2B marketing. Really helps in improving business and our products in the market. There are lot of support from vendor to ensure the customers satisification.

But I think still needs some improvements in development and cost wise to make perfect.

Pros

Advanced analytics and reporting
Customer engagement and satisification
Integration and deployment

Cons

Product cost
Restrictions in integration of external applications and tools
Lack of performance sometimes

Likelihood to Recommend

Good in project management, Data driven approach in decision making, Sales and marketing

I think needs improvements in performance, fixing bugs, make it stable, reducing the cost for smaller organisations or provide necessary services with low cost.

Sasikumar Ravikumar

Senior Software Engineer in Information Technology at Bosch global software technologies (Information Technology & Services, 10,001+ employees)

Vetted Review

2 years of experience

View profile

Microsoft Dynamics 365 Is Feature-Rich And Intuitive.

Rating: 9 out of 10

Incentivized

November 12, 2021

Use Cases and Deployment Scope

We use Microsoft Dynamics 365 to keep track of our clients, systems, and data across the company. My superiors appreciate how easy it is to maintain tabs on our selling pipelines and set selling goals. It serves us to integrate all the data and processes from our employer’s portal into a unique system. We sell online solutions that update both CRM and the doorway simultaneously. For me, task tracking is my favorite feature because it’s tailored to each client’s specific needs. To this day, I’ll never forget the conversation I had with my client because of the project. Also helps our salespeople keep a step on potential clients and manage their past interactions to re-engage them. Microsoft Dynamics 365 works with customer relationship management programs for our company’s operations and selling employees. Use it to manage track of clients and other important sales metrics with ease.

Pros

One of the best features of this software is that it's easy to use and intuitive to understand.
Customization is easy, and no training is required; all you need to know about B2B leads, corporate leads, and clients are to be aware of those leads.
Through shared application data and marketing automation, it helps us align our sales and marketing processes.
The support team is knowledgeable and helpful, and they quickly engage the right customers using Microsoft's artificial intelligence-backed features.

Cons

There is room for improvement in terms of user-friendliness. New users often find it difficult to enter information into a database.
Making things a little easier on the interface and its user interface design isn't simple enough for smooth navigation, particularly on the report pages.
I'd like to see some improvement in terms of the navigation layout, though. There is always a concern about cost and performance.

Likelihood to Recommend

We like Microsoft Dynamics 365 because it is easy to customize. It is simple to automate the process as a result of this integration. Through existing clients and products, we can sell our product. To promote and connect with our products, we can target specific customers. Using the Dynamic 365 tool, we can create new features based on the needs of our customers. It's of great quality, but it can't handle large data sets or perform well. That's something to keep in mind for large corporations. There are many advantages to using Microsoft Dynamics 365, but it falls short of other tools in nearly every area.

Mst Rahima Khatun

Marketing Product Management in Information Technology at Clopsmith (Information Technology & Services, 11-50 employees)

Vetted Review

2 years of experience

View profile

"MICROSOFT Dynamics CRM Review"

Rating: 9 out of 10

Incentivized

August 12, 2021

Use Cases and Deployment Scope

All the leads Coming from the Marketing Campaigns Comes into the Microsoft Dynamics CRM and after that, it is allocated to the Salesperson who takes Follow up and Converts that into Sales.
This is Also Used for Service, lead is active until and unless it the Closed by the Service guy. Right from Generating prospects to Closing the leads, it is all managed in Microsoft Dynamics CRM.

Pros

User Interface is quite Intuitive does matter whether you are a new user you will find it easy and interesting.
No Training is required all you need is just be aware of B2B leads, Corporate and Customer leads
Support team is highly knowledgeable and helpful

Cons

Fast internet Connection is required otherwise it can lag.
If you are creating a new lead, you Will have to put its Source and many more details which is quite irritating and time-Consuming

Likelihood to Recommend

Its is well suited when you will Use it with some Dialer, it works really well for all the BPO and service Companies. Doesnt matter whether your Organization is small,medium or large you can go Microsoft dynamics CRM

FARHAAN SHAIKH

Management Trainee in Marketing at Kent RO Systems Ltd. (Marketing & Advertising, 501-1000 employees)

Vetted Review

1 year of experience

View profile

It is actually very "dynamic"!

Rating: 9 out of 10

Incentivized

July 5, 2021

Use Cases and Deployment Scope

We all use it. We use it on our end to manage our client accounts but we also have our own ISV inside Dynamics that we sell, so us in the Support team also have to help customers with issues that arise in Dynamics CRM along with ClickDimensions. Dynamics helps us manage our database of accounts neatly and, since it is customizable, we have been able to do so much more for our clients.

Pros

Customizable - you can customize Dynamics to your business needs with the help of a CRM Admin or Partner
Can import own or third party solutions to add features that Dynamics may be missing. Example, ClickDimensions
Easy to manage Leads!

Cons

User Friendly -- Dynamics and their terms can be a bit confusing
UI -- The new Unified Interface is not that well designed. Older UIs were easier to navigate
If you are not a CRM expert, customizing CRM can be complex and you can even ruin your environment.

Likelihood to Recommend

If you are in the Marketing or Sales department, Dynamics CRM can let you manage your leads pretty easily. More suited for larger companies. Small companies that only want to send emails would probably benefit from other software such as Mailchimp. Their competitor is Salesforce, but they are not that similar.

Verified User

Professional in Information Technology (Information Technology & Services company, 201-500 employees)

Vetted Review

Reseller

6 years of experience

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Microsoft Dynamics 365 Is Feature-Rich And Intuitive.

Rating: 9 out of 10

Incentivized

November 12, 2021

Use Cases and Deployment Scope

Pros

One of the best features of this software is that it's easy to use and intuitive to understand.
Customization is easy, and no training is required; all you need to know about B2B leads, corporate leads, and clients are to be aware of those leads.
Through shared application data and marketing automation, it helps us align our sales and marketing processes.
The support team is knowledgeable and helpful, and they quickly engage the right customers using Microsoft's artificial intelligence-backed features.

Cons

There is room for improvement in terms of user-friendliness. New users often find it difficult to enter information into a database.
Making things a little easier on the interface and its user interface design isn't simple enough for smooth navigation, particularly on the report pages.
I'd like to see some improvement in terms of the navigation layout, though. There is always a concern about cost and performance.

Likelihood to Recommend

Mst Rahima Khatun

Marketing Product Management in Information Technology at Clopsmith (Information Technology & Services, 11-50 employees)

Vetted Review

2 years of experience

View profile