Microsoft Dynamics 365

Score7.5 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

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: 7.6
Custom fields
Users can create custom fields to store additional information on standard and custom objects.
Category average: 7.8

Compensation management
The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.
Category average: 8.5
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: 7.6

Pankaj Prashad View profile

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

Sasikumar Ravikumar View profile

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

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

Return on Investment

Automation
Business agility
Marketing

Usability

Alternatives Considered

Salesforce Data Cloud

Other Software Used

Salesforce Data Cloud

Verified User

Manager in Finance and Accounting (11-50 employees employees)

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.

Microsoft Dynamics 365

What is Microsoft Dynamics 365?

Categories & Use Cases

Key Features

Top Performing Features

Customizable reports

Reporting

Custom fields

Areas for Improvement

Compensation management

Role-based user permissions

Pipeline visualization

Reviews

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Alternatives Considered

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Use Cases and Deployment Scope

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Alternatives Considered

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