Dynamics 365 Reviews

It is designed to help businesses of all sizes manage their financials, sales, service, operations, and marketing activities from a single platform, its flexibility, and scalability. The software can be customized to meet the unique needs of different industries and organizations, and it can quickly grow and adapt as a business evolves.

the complexity of the software, as well as challenges with implementation and customization.

The following are what I mostly like about Dynamics 365:1. Integration: Dynamics 365 integrates with other Microsoft applications, as well as third-party tools, making it easy to manage data across multiple systems.2. Customization: Dynamics 365 is highly customizable, enabling organizations to tailor the software to their specific needs and workflows.3. Scalability: Dynamics 365 is scalable, meaning it can grow with the needs of the organization.4. Cloud-based: Dynamics 365 is cloud-based, making it easy to access and use from anywhere, on any device.5. Business intelligence: Dynamics 365 includes powerful business intelligence tools that enable users to generate insights from data and make informed decisions.

Below are some of the limitations of dynamics 365:Cost: Dynamics 365 can be expensive, especially for smaller organizations.Complexity: Dynamics 365 can be complex and difficult to set up and customize, requiring significant technical expertise.Data security: As with any cloud-based software, there are concerns around data security and privacy.Training and support: Organizations may require additional training and support to fully utilize the features and capabilities of Dynamics 365.Limited offline access: Dynamics 365 requires an internet connection to access, so offline access may be limited or unavailable in some situations.

Integrations with outlook and hubspot, creating new entities was very helpful.

The on prem version is a nightmare but due to security we are unable to use the hosted version.

As a finance professional, I found Dynamics 365 to be an effective and comprehensive solution for managing complex financial transactions. It is user-friendly, with a wide range of customizable features that make it easy to set up and manage. The integration with other Microsoft products, such as Excel and Office, is seamless, making it an ideal solution for any organization.

Despite the many advantages of Dynamics 365, there are some downsides. The cost of the solution can be a bit steep, especially for smaller organizations. Additionally, the complexity of the system can be a bit overwhelming and the learning curve can be quite steep.

Customization: Dynamics 365 is highly customizable, allowing users to tailor the platform to fit their specific business needs.Integration: The platform integrates with other Microsoft products such as Office 365, Power BI, and LinkedIn, making it easier to collaborate and share data between different departments in an organization.Functionality: Dynamics 365 offers a wide range of functionalities, including financial management, supply chain management, sales automation, marketing automation, customer service management, and human resources management.Analytics: The platform offers strong analytics and reporting capabilities, providing users with real-time data and insights to make informed business decisions.Security: Dynamics 365 offers robust security features and compliance capabilities to ensure that sensitive data is protected.Cloud-based: As a cloud-based platform, Dynamics 365 offers the flexibility of accessing data and tools from anywhere with an internet connection, making it easier for remote teams to collaborate.Scalability: Dynamics 365 can scale with the needs of the business, making it a good fit for both small and large organizations.

Some of the cons of Microsoft Dynamics 365 include:Complexity: Dynamics 365 can be quite complex and may require some training and practice to use effectively. Some users may find the interface overwhelming or difficult to navigate at first.Cost: The platform can be expensive, especially for small businesses or startups that may not have the resources to invest in such a comprehensive solution.Dependence on Microsoft: As a Microsoft product, Dynamics 365 is dependent on the company's development roadmap and strategy. This can limit the ability of organizations to customize or develop the platform further.Limited third-party integrations: While Dynamics 365 integrates well with other Microsoft products, it may have limited integrations with third-party tools or services.Limited offline capabilities: As a cloud-based platform, Dynamics 365 requires an internet connection to access data and tools, which can be a disadvantage for organizations operating in areas with limited connectivity.

Easy to use even for your employees that have low technical skills without compromising any options or functions

All the customization can get very confusing and costly if you don’t have a clear plan

Dynamcis 365 is an impressive solution that combines multiple systems and platforms into one central source of information. This integration of functions like supply, inventory, sales, project, warehouse management, and inventory provides great value to decision-makers by ensuring that all factors are considered when making critical decisions.

Dynamics 365's price point is its only drawback. The Essentials version is adequate, but it lacks the service management and manufacturing modules. The Premium version offers a complete solution, but it may be more expensive and difficult for smaller companies abroad to obtain multiple licenses.

Since it is cloud based, it can be accessed from anywhere thats why the ERM and ERP managing becomes very highly efficient. There is also really great integration with other microsoft services that just makes it even more good. Also the field service management and the enterprise resource planning is great with dynamics 365.

Talking about the cons the first thing i find is the complexity of the system that slows down my pace of work. Also because of being cloud based, it also becomes con because having a really good connection always becomes a compulsion.

When I was introduced to the website I loved the far that I could do all my work on one app such as scheduling, text authentication, billing, and invoice. It combined different features that no app has been able to achieve.

It is slow and not user-friendly, it takes time for each feature to load and it eats up my time I had to stop using the app for a while. I believe if all these things are worked on they will fetch more income.

Dynamics 365 is an outstanding platform that has completely transformed the way I manage my business operations. As a business owner, I need a system that can handle a wide range of functions, from sales and marketing to customer service and financial management, and Dynamics 365 does it all with ease.

The user interface is not upto the mark and customer service is also lacking

The completely offline features are what we loved for our Field Service. RESCO's flagship product offers plenty of flexibility and advanced functionality. But in general, it's a good way to empower workers in this space to provide mobility and be able to view tasks, customer records, contact information, and so on completely offline.

The product is not ready for release. The development suffers from system malfunctions and important features were removed from the release and roadmap without warning. I was also surprised to ignore non-US international regulatory requirements (currency exchange and management, existing ISO standards, VAT requirements). But what surprised me the most was Microsoft's general ignorance and lack of accountability. Despite many requests, I haven't spoken to anyone who can actually talk about product direction and roadmap. I was sandwiched between disconnected dev teams fixing a critical bug, but they don't seem to be talking to each other.

I chose Dynamics 365 because we are already using Microsoft products and wanted a seamless integration to our CRM. I was drawn to the simplicity of the application and ability to customize within the application from the demo.

When I started working with a Microsoft partner to customize the application, I quickly became frustrated due to the number of errors and roadblocks that came with the integration and implementation process. I had evaluated our situation very carefully to ensure we had the required technical specifications and would be a good fit for our company; however, I was thrown off by the requirements that we could not face.

Easy integration with the other tools - even they are not from Microsoft
CRM gets the job done
Easy contract management with DocuSign and MS Drive
CRM structure for the leads and potentials
Customization options
Reports are enough for a regular sales team but it is possible to get custom and advanced reporting
Access management is better than many other CRMs

The user interface can be improved
The whole system for CRM is too rigid and not that user friendly like a few other competitors
It is a good solution for large companies but if you have a team less than 50 people, maybe there could be more budget options - of course with less features

Dynamics 365 is a powerful tool that provides a wide range of advantages for businesses of all sizes. One of the main advantages of Dynamics 365 is its ability to integrate with other systems, such as Office 365 and LinkedIn, allowing businesses to streamline their operations and improve efficiency. Dynamics 365 also offers a variety of features that can help businesses automate processes, such as sales and marketing automation, customer service automation, and project management. Additionally, Dynamics 365 provides businesses with a comprehensive view of their data, allowing them to make better decisions and improve their bottom line.Another advantage of Dynamics 365 is its scalability. Whether a business is just starting out or is a large enterprise, Dynamics 365 can be tailored to meet its specific needs. This means that businesses can start small and grow as they need to, without having to invest in new systems or migrate data.Finally, Dynamics 365 provides businesses with a robust security system that ensures that their data is protected from unauthorised access. This includes multi-factor authentication and encryption, as well as compliance with industry standards such as SOC 2 and ISO 27001.

In all aspect its great but price is slightly higher on side.

Microsoft Dynamics 365 is an incredible apparatus for booking and making work processes viable. With Microsoft Dynamics 365, we can deal with our staff individuals in an expert way. The dependability of Microsoft Dynamics 365 is something worth being thankful for that I have been enjoying about the instrument. It has been not difficult to utilize and alter.

Disdaining Microsoft Dynamics 365 has not been a possibility for us. I'm intrigued by Microsoft Dynamics 365. It has been a splendid programming. I like its dependability. It is so noteworthy. I'm a glad customer.

Microsoft Dynamics 365 is incredible and solid. It makes field the executives of our staff individuals smooth and noteworthy. It likewise makes it basic for us to oversee client connections without any problem. It has been the best.Microsoft Dynamics 365 is a quality programming to utilize. It has quality highlights. We won't change things by any means. The ideal-ness of the merchant's reactions makes things astonishing.

I like the interface, it sits well in the 365 graphic user interface and everything is customisable to a granular level.

The service is hard to connect to on-premise tools like AD and requires a good level of understanding in how to get it to talk to online forms etc.'Security is good, but getting the MFA working took a long time.

1296/5000
Like any CRM software, Microsoft Dynamics 365 allows your company to share communications, leads and opportunities to make the most of your team's time and effort. I particularly appreciate the integration with MS Outlook, although the plug-in is still a bit hard and significantly slows down performance.

Integration with the complete package of Microsoft products. Level of customization and integration in third-party applications. The variety of different business line modules allows you to be used by many more people / departments than ever before. The integration of LinkedIn has made the collection of Sales Analysis much easier and has accelerated my ability to find references and presentations for new businesses. The integration of Outlook is also simple and easy to use and allows the tracking of all communications within the Sales module with a click of a button.
What I like most is that I can track so many things in one place for my clients. I can see all the previous contacts, both by myself and by others. It is a place for all the documents, able to keep track of the completed tasks, the history of the client, etc.

Out of the box, the system is ready to go, so if you have never used a CRM before, you can start using it directly. It is very easy to import data using Excel templates generated by Dynamics so that it does not start completely from the beginning.

The system is also very easy to customize without the need of any programming knowledge.

A single contact record can not be associated with more than one company.
Many of our clients manage multiple sites, so we have many duplicate contacts.

Users often find the system frustrating when it does not work, it can be slow, there are problems with it working on Edge, and there are limits to the available customizations.

The connector of Outlook is difficult to use, we have downloaded it with mixed success, sometimes decreasing the perspective at unusable speeds and others that are not reliable to use.

Although personalization has come a long way since the first versions, there are still some things that could be useful, such as the possibility of accumulating opportunities from secondary accounts in the main account registry.

Opportunity totals can be easily accumulated, but not the actual opportunity list.

Licenses are limited to full access or read only, something in between would be useful too.

You can not see the exact amount of data stored in your entities.

This is a big problem if Dynamics 365 only offers a limited amount of storage in the cloud by CRM. For example, I believe that the first limit of memory beings in the cloud is 10 GB for entry-level CRM users.

Like us, we have a lot of integration data and add-ons, which would be very nice to understand the amount of data that.

It is not customizable for our commercial use. It is not a product as effective as something built for our commercial needs, like the Megaphone.

One of the things that I appreciate most about Dynamics 365 is its versatility. With its numerous modules and capabilities, it can be tailored to meet the specific needs of a wide range of organizations, making it a valuable tool for businesses in many industries.Another great feature of Dynamics 365 is its ease of use. The user-friendly interface and intuitive controls make it simple for users to access the information and features they need, and the ability to access the software from anywhere with an internet connection provides users with the flexibility they need to get their work done.Additionally, Dynamics 365 integrates with other Microsoft products, such as Office 365 and Power Platform, which provides users with a seamless and unified experience across all of their tools. This makes it easy for teams to work together and collaborate on projects, and helps to streamline processes and reduce the amount of time spent on manual tasks.Overall, Dynamics 365 is a highly-regarded software solution for its versatility, ease of use, and ability to integrate with other Microsoft products. Whether you are looking for a comprehensive solution for managing your operations or simply want to streamline your business processes, Dynamics 365 is definitely worth considering.

the cost of Dynamics 365 can be a barrier for smaller organizations or individuals who may not have the budget to invest in a comprehensive software solution. Additionally, the complexity of the software and the number of features and capabilities it offers can make it difficult for some users to navigate and get the most out of it, particularly if they are new to using similar tools.Another challenge is the learning curve associated with Dynamics 365, particularly for those who are new to using similar software solutions. This can make it difficult for users to effectively utilize all of the features and capabilities of the software, which can be frustrating.Lastly, the integration with other Microsoft products, while a strength of Dynamics 365, can also present challenges, particularly for those who are not already using other Microsoft tools. This can make it difficult for some organizations to fully realize the benefits of the integration and make the most of their investment in Dynamics 365.

There are many great things about Dynamics 365, but one of the best features is the ability to customize it to fit your business needs. You can configure Dynamics 365 to work the way you want it to, which makes it a very powerful tool. Additionally, because Dynamics 365 is cloud-based, you can access it from anywhere at any time. This makes it a convenient option for business owners who need to stay connected while on the go.

The Dynamics 365 interface can be overwhelming at first. It's not always clear what each icon means or how to access certain functions. Additionally, some of the language can be difficult to understand for people who are not familiar with business software.

I also didn't like the way that some of the reports were formatted. It was difficult to find the information that I needed and to export it into a usable format.

Dynamics 365 is a comprehensive suite of business applications that help organizations manage their operations, customer relationships, and products. It provides a comprehensive platform for organizations to manage their entire business lifecycle, from customer engagement to financials and operations. Dynamics 365’s integrated suite of applications helps organizations to effectively and efficiently manage their customer relationships, financials, operations, people, and more. With Dynamics 365, organizations have the tools they need to create a connected customer experience, increase operational efficiency, and drive business transformation.

It can be difficult to learn and understand all the features and functions of Dynamics 365. Other than that, there are no downsides.

Everything that you'd need in a sales field is here, to put in simple terms putting sales, marketing, finance and customer service options. It is not anything unknown and someone that uses CRM softwares will feel right at home with this software. I like that I can track anything i want to know about all of my clients and its ease of use is immaculate if you are someone who has used these kind of programs before this is a very good product to use. You don't need any programming knowledge or any kind of other external knowledge to customize the system to your liking. It's integration aswell with it's other microsoft parties is excellent this is something that most third party CRM softwares don't have hence making this CRM software the best one to pick if you want to manage your business.

The customization options while available aren't numerous and there is a limit to the number of customization options I have. Furthermore while the app runs well with it's other Microsoft services it doesn't run very efficiently especially in the phone. A way to deal with duplicate contacts as many people use the interface and this leads to duplicate contacts. Difficult to use at start, gets easier later on but is difficult to use at start. It also supports internet explorer based browsers. It's also a bit slow to save data because it is cloud based, this may vary due to internet speed but in my testing it was a bit slow.

The range of customization Dynamics offers really impresses me. Because of this, businesses may reproduce intricate and specialized business processes in the system due to its high degree of customizability. You don't need need to be linked to the server via the workplace network, making it highly accessible from anywhere and quite easy to explore. It is always looking for developers to spend their time and money creating features that are already included in other platforms. streamlines the pipeline, enables me to keep track of the information and activities of my teams, and enables me to create reports on my own.

When compared to other CRMs like Zoho and Hubspot, it is quite pricey and first very difficult to set up. The existing method of solution deployment is far too intricate and prone to mistakes. The least useful aspect is how challenging it may be to use, especially the first few times, while pulling enormous reports. Looking forward to it becoming faster

Dynamics 365 is a comprehensive business management solution that I have used extensively for several projects. I must say that it is one of the best solutions available in the market for managing business operations and processes.What I liked most about using Dynamics 365 is its scalability and flexibility. Dynamics 365 offers a wide range of features and modules, including finance and operations, sales, marketing, customer service, and human resources, to name a few. These features are highly customizable and can be tailored to meet the specific needs of businesses of all sizes and industries.Another great feature of Dynamics 365 is its integration capabilities. Dynamics 365 integrates seamlessly with other Microsoft products, including Office 365, Power BI, and Azure, to name a few. This makes it easy for businesses to leverage the power of these tools and create a seamless and integrated business management environment.

What I liked least about using Dynamics 365 is that it can be expensive for small businesses. The platform has many advanced features, which may not be necessary for small businesses. However, Dynamics 365 offers a range of pricing options and packages, making it possible for businesses to choose the solutions that best fit their needs and budget.

Dynamics 365 integrates seamlessly with other Microsoft products, such as Office 365 and Power BI. Dynamics 365 offers AI-powered features, such as predictive analytics and virtual agents, that can help businesses automate routine tasks, gain insights into their data, and improve customer engagement. Dynamics 365 offers a wide range of business applications that can be customized to fit the unique needs of different businesses.

Due to the wide range of features and capabilities offered by Dynamics 365, some users may find the platform complex and difficult to navigate. It may require some training and expertise to fully utilize all of the features and capabilities of the platform. Dynamics 365 is a premium product, and some businesses may find the cost of licensing and implementation to be higher than other business management solutions on the market

Easy to use, not expensive, simply to navigate.
Integration with Outlook available for e-mailing. Its templates are very useful for comunicate news or tips to a sales team. Integration with other Microsoft products is great too.
Easy to customize, even a non-technical person can create new contacts, accounts,etc is going to be very easy with Dynamics, no programming knowledge needed.
Customer support is good with the FAQ and options that are really needed.
I can bulk data to One Drive and access it syncronized with my desktop.
If you make entries in a place with no internet, all data will be syncronized once internet connection is restablished.
It has a lot of add-ons.
The mobile app is useful for checking reports or access data when visiting customers or not in front of a desktop computer.
This CRM design allows organize all clients by categories and access them very fast and easy and remember the client history or important things of the last contact or visit.
All functions you need are easily available wth a click or touch.
There are apps available for Android, iOS and Windows Phone.

It has problems when an update is released.
Is not user-friendly for new users or beginners.
Requires a long customization to start running
Sign in mobile app is too slow. Too much response time.
Excesive windows, tabs and screens can make it difficult to first time users. It needs a better menu.
It only supports Internet Explorer based browsers.
A little bit slow to data input if not customized, many fields not relly needed.
Sessions time out is a cumbersome problem. Although it may be necessary for security I do not like it because many times a talking with a customer takes a long time and it's very, very important.
Poor and difficult integration with Gmail may be a problem.
No chat easily available.
It's slow to save data because it's cloud based. It depends on internet speed.