Dynamics 365

Dynamics 365

ERP and CRM applications from Microsoft

4.3/5 (3669 reviews)

Dynamics 365 Overview

What is Dynamics 365?

Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools. Dynamics 365 offers a range of tools for sales, customer service, field service management, talent acquisition, finance and operations, retail, project service automation, marketing, artificial intelligence, mixed reality, and more.

With Microsoft Dynamics 365 businesses can unify their operations, projects, workflows, and tasks in one centralized platform in order to aid decision making, build relationships with customers, and operate efficiently. The individual applications within Microsoft Dynamics 365 can be used as standalone products, combine with one another, or integrated with a wide range of external business systems in order to provide a completely customized solution. The platform integrates with third party applications such as Ameyo, Salesforce, DocuSign, PandaDoc, ADP, Gainsight, Tacton CPQ, and more. Dynamics 365’s artificial intelligence (AI) and mixed reality facilitate intelligent decision making and scenario planning in a modern way.

Dynamics 365 Overview

Pricing

Starting from
US$115.00/month

Pricing options

Free Trial
Subscription
Value for money

Customer Engagement Plan: $115/user/month

Unified Operations Plan: $190/user/month

Dynamics 365 Plan: $210/user/month

Contact Microsoft Dynamics 365 sales for more information on pricing.


Dynamics 365 Features

Devices
Business size
S M L
Markets
Asia, Australia, Brazil, Canada, China and 5 others, Europe, Germany, India, Japan, Latin America
Supported Languages
Arabic, Chinese (Simplified), Chinese (Traditional), Czech, Danish and 18 others, Dutch, English, Finnish, French, German, Hebrew, Hungarian, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Thai, Turkish

Screenshots

Dynamics 365 screenshot: Microsoft Dynamics 365 sales opportunity tracking
Dynamics 365 screenshot: Microsoft Dynamics 365 sales opportunity tracking Dynamics 365 screenshot: Microsoft Dynamics 365 finance and operations reports Dynamics 365 screenshot: Microsoft Dynamics 365 omnichannel customer service Dynamics 365 screenshot: Microsoft Dynamics 365 dynamic marketing workflows

Dynamics 365 Reviews

Dynamics 365 Reviews

Overall rating
4.3
/
5
Excellent
1709

Very good
1426

Average
426

Poor
82

Terrible
26

Value for Money
4
Features
4.2
Ease of Use
4
Customer Support
4.1
85% recommended this app
Ty C.

Dynamics in a league of it's own

I have tried other CRM's in my career but none of them come close. The future of this product is incredibly bright and the cost to entry is so low that there is no reason not to give it a shot if you think it can help you. The Microsoft account management team will work with you to find the right fit for your needs and set you up for success.


Agnes M.

Good System for Savings and Credit Coopertaive Societies

I loved Dynamics, its ease of implementation and use.


Sarah O.

Great customizable software but a pain to learn/set up!

Overall this can be a fairly complicated software if you're used to more simple PM websites like Trello or Teamwork Projects. However, it is so customizable that it will basically work for any type of industry you're in. It helps us see all of our data, projects, production, and customer service in one spot instead of using different websites/softwares for each aspect of the business. I would highly recommend Dymanics, but go through their internal team to get it set up and take some training sessions first.


Julia T.

There's Potential

We are not using the application at all in the way we had envisioned and I am looking at other Microsoft partners that could help as well as altogether switching to other applications for contact management.


Timothy J.

Dynamics 365 Customer Engagement/Field Service are robust CRM and CMMS options

I have used CRM in D365 for a number of years, but have been recently through a reimplementation as the FieldOne Sky product was replaced with Field Service. This was a challenging project, but proved successful. We adopted the unified interface early on so had to deal with some bugs, but didn't want a lot of retraining right after implementation with the interface change.


Ty C.
Industry: Paper & Forest Products
Company size: 10,001+ Employees

Dynamics in a league of it's own

Used Daily for 2+ years
Reviewed on 15/11/2019
Review Source: Capterra

I have tried other CRM's in my career but none of them come close. The future of this product is incredibly bright and the cost to entry is so low that there is no reason not to give it a shot if you think it can help you. The Microsoft account management team will work with you to find the right fit for your needs and set you up for success.

Pros

I have used this software for over 7 years and over those years have seen it grow and improve at a remarkable rate. With the introduction of Flow/Power Automate and Canvas Apps the abilities of this business application stack are unmatched. You are truly only limited by your own imagination. Microsoft provides great account management resources that will help keep you on the cutting edge.

From a price perspective, Dynamics is very competitive. What you get out of the box cannot be touched by any competitor namely, Salesforce. You will spend a fortune to get the same utility from a Salesforce implementation.

Salesforce and competitors also do not have anything like Azure. Having all of your business application ecosystem under such an umbrella is incredibly powerful.

Cons

I have had less than ideal interactions with support. Mostly they are positive but often times they don't typically know enough about the product and will ask me for information that i already provided in detail upon initial case submission. That being said, this product is innovating and improving so much you can't possibly expect all the people supporting it to be 100% on top of their game. They SHOULD be but realistically you are going to run into people that are just intermediaries between you and someone that can actually help. This isn't really a Dynamics issue at all but you will need to rely on support if you go with an online installation.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Agnes M.
Industry: Banking
Company size: 51-200 Employees

Good System for Savings and Credit Coopertaive Societies

Used Daily for 2+ years
Reviewed on 2/3/2020
Review Source: Capterra

I loved Dynamics, its ease of implementation and use.

Pros

The system was easy to customize. We were able to add membership modules which captured all the biodata of the Sacco's membership which is roughly 20,000 members. This data could easily be retrieved at a click of a button without buffering or delays. We went ahead and captured passport photos and even digital signatures and ID photocopies of the members and the system did not crash.

The reporting module is easy and simple, there are sample reports and we were able to also create so many ad hoc reports without a challenge. The reports we could export to different formats for further analysis out of Dynamics.

The Asset management module also worked so well for us, we were able to have all the assets captured into the system and their depreciation done well and on time.

We customized the Financial/operations module which captured the Sacco loaning/lending to the members and how they were able to repay the loans on time taking into consideration the loan aging process.

Over all this is a good software but it needs some technical know how to customize and tweak areas of interest and you will be able to automate the whole business.

Cons

The software needs some improvement on the financial module. The new IFRS 9 Accounting Standard being implemented by savings and lending cooperative societies require that the data is captured accurately and the reporting is accurate. This is still a challenge.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Sarah O.
Industry: Retail
Company size: 2-10 Employees

Great customizable software but a pain to learn/set up!

Used Daily for 2+ years
Reviewed on 6/12/2019
Review Source: Capterra

Overall this can be a fairly complicated software if you're used to more simple PM websites like Trello or Teamwork Projects. However, it is so customizable that it will basically work for any type of industry you're in. It helps us see all of our data, projects, production, and customer service in one spot instead of using different websites/softwares for each aspect of the business. I would highly recommend Dymanics, but go through their internal team to get it set up and take some training sessions first.

Pros

This is by far the most customizable project management software I have ever used. It helps keep our entire team on track, from the customer service to product team. We are able to write all the necessary information into every single job and track where it is in our system. We love the ability to tailor this platform to our specific needs. You can pretty much make this software work for any type of company you're working in.

Cons

This can be extremely frustrating and take a long time to set up and learn. If you transfer information over from a previous PM software, be prepared for a ton of copying & pasting. Luckily the Dynamics internal team was able to set everything up for us with a little direction, and we were back a forth a lot to get the platform to where we wanted it to be. After that, it took many tutorials and training sessions to learn all the ins-and-outs of the website, but it was worth it in the end.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Julia T.
Industry: Law Practice
Company size: 201-500 Employees

There's Potential

Used Daily for 1+ year
Reviewed on 1/7/2019
Review Source: Capterra

We are not using the application at all in the way we had envisioned and I am looking at other Microsoft partners that could help as well as altogether switching to other applications for contact management.

Pros

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.

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 4.0/10

Timothy J.
Industry: Hospital & Health Care
Company size: 201-500 Employees

Dynamics 365 Customer Engagement/Field Service are robust CRM and CMMS options

Used Daily for 2+ years
Reviewed on 1/2/2020
Review Source: Capterra

I have used CRM in D365 for a number of years, but have been recently through a reimplementation as the FieldOne Sky product was replaced with Field Service. This was a challenging project, but proved successful. We adopted the unified interface early on so had to deal with some bugs, but didn't want a lot of retraining right after implementation with the interface change.

Pros

The breadth of features across Field Service and typical CRM are impressive overall. The scheduling capabilities in Field Service (and now available for other scheduling items) are second to none (at least in other items compared to).

Cons

With the online version, we have run into few problems, but we do occasionally run into slow performance. This is not often, but when it does occur (slow page refreshes, especially in the scheduling tool) it can be painful for our users.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

User recommendation
7.9/10
Based on 3,669 user ratings
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Dynamics 365 Pricing

Dynamics 365 Pricing

Starting from
US$115.00/month
Free Trial
Subscription
Value for money

Customer Engagement Plan: $115/user/month

Unified Operations Plan: $190/user/month

Dynamics 365 Plan: $210/user/month

Contact Microsoft Dynamics 365 sales for more information on pricing.

Customer Engagement Plan: $115/user/month

Unified Operations Plan: $190/user/month

Dynamics 365 Plan: $210/user/month

Contact Microsoft Dynamics 365 sales for more information on pricing.

Value for Money
4/5
Based on 3,669 user ratings
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Dynamics 365 Features

Dynamics 365 Features

API
Activity Dashboard
Activity Tracking
Audit Trail
Auditing
Automatic Notifications
Billing & Invoicing
Compliance Management
Customisable Reporting
Data Import/Export
Document Management
Document Storage
Inventory Management
Inventory Tracking
Monitoring
Real Time Data
Real Time Reporting
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4.2/5
Based on 3,669 user ratings
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Categories

Video Tutorials

Video Tutorials

Additional information for Dynamics 365

Additional information for Dynamics 365

Key features of Dynamics 365

  • Business Intelligence and Reporting
  • Financial Management
  • Human Capital Management
  • Manufacturing
  • Procurement and Sourcing
  • Project Management and Accounting

Dynamics 365 FAQs

Dynamics 365 FAQs

Below are some frequently asked questions for Dynamics 365.

Q. What type of pricing plans does Dynamics 365 offer?

Dynamics 365 offers the following pricing plans:

Starting from: US$115.00/month

Pricing model: Subscription

Free Trial: Not Available

Customer Engagement Plan: $115/user/month Unified Operations Plan: $190/user/month Dynamics 365 Plan: $210/user/month Contact Microsoft Dynamics 365 sales for more information on pricing.

Q. What are the main features of Dynamics 365?

Dynamics 365 offers the following features:

  • Business Intelligence and Reporting
  • Financial Management
  • Human Capital Management
  • Manufacturing
  • Procurement and Sourcing
  • Project Management and Accounting

Q. Who are the typical users of Dynamics 365?

Dynamics 365 has the following typical customers:

Large Enterprises, Mid Size Business, Non Profit, Small Business

Q. What languages does Dynamics 365 support?

Dynamics 365 supports the following languages:

Arabic, Chinese (Simplified), Chinese (Traditional), Czech, Danish, Dutch, English, Finnish, French, German, Hebrew, Hungarian, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Thai, Turkish

Q. What type of pricing plans does Dynamics 365 offer?

Dynamics 365 has the following pricing plans:

Subscription

Q. Does Dynamics 365 support mobile devices?

Dynamics 365 supports the following devices:

Android, iPhone

Q. What other apps does Dynamics 365 integrate with?

Dynamics 365 integrates with the following applications:

Astea Alliance, Cincom CPQ, Coresystems, Gatekeeper, KeyedIn Projects, Nexus, Odyssee Service, QCommission, SyncForce, WorkBook

Q. What level of support does Dynamics 365 offer?

Dynamics 365 offers the following support options:

Forum, Knowledge Base, Online Support, Phone Support