#1 most frequent
United States of America
37.7%9,478 installations of 25,132
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
Videos
Top Performing Features
Customizable reports
Users can create reports and dashboards unique to their needs.
Category average: 7.7
Reporting
Software provides a broad range of standard and the ability to build custom reports.
Category average: 7.5
Custom fields
Users can create custom fields to store additional information on standard and custom objects.
Category average: 7.8
Areas for Improvement
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
Who Buys & Uses Microsoft Dynamics 365
#2 most frequent
Germany
8.5%2,127 installations of 25,132
#3 most frequent
United Kingdom of Great Britain and Northern Ireland
7.7%1,944 installations of 25,132
Deep Dive in to Microsoft Dynamic 365.
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
Review of Microsoft Dynamics 365
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
Microsoft Dynamics 365 provides a better ROI!
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
Microsoft Dynamics 365: A Powerful but Complex Tool with Untapped Potential
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.
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
Return on Investment
- Automation
- Business agility
- Marketing
Usability
Alternatives Considered
Salesforce Data Cloud
Other Software Used
Salesforce Data Cloud
Microsoft Dynamics 365 a purchase worth considering.
Use Cases and Deployment Scope
MD 365 is perfect for any manufacturing and distribution business. It comes fully ready to handle both functions plus inventory management, accounting management, and even customized builds for work orders. We used it exclusively to satisfy our daily needs. One of the best features was that adding or modifying any of the modules was simple to make it compatible and completely customizable for our business.
Pros
- Inventory management.
- Tracking progress.
- Custom builds.
- Accounting management.
Cons
- Movement between modules.
- Easier way to customize reporting.
- Multiple emails for customer notifications.
Return on Investment
- Streamlined the time for order entry from around 15 minutes down to 5 minutes per order.
- Placing purchase orders under 2 minutes from 7 minutes or more.
Usability
Alternatives Considered
Microsoft Dynamics SL and Microsoft Dynamics GP
Other Software Used
Microsoft 365, RF-SMART Shipping
