About 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.

Pricing starting from:

US$50.00/month

  • Free Version
  • Free Trial
  • Subscription

Devices

Business size

S M L

Markets

Australia, Brazil, Canada, China, Germany, United Kingdom, India, Japan, Mexico, United States

Supported Languages

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

Pricing starting from:

US$50.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Dynamics 365 Software - Microsoft Dynamics 365 sales opportunity tracking
Dynamics 365 Software - Microsoft Dynamics 365 finance and operations reports
Dynamics 365 Software - Microsoft Dynamics 365 omnichannel customer service
Dynamics 365 Software - Microsoft Dynamics 365 dynamic marketing workflows
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Dynamics 365 video
Dynamics 365 Software - Microsoft Dynamics 365 sales opportunity tracking
Dynamics 365 Software - Microsoft Dynamics 365 finance and operations reports
Dynamics 365 Software - Microsoft Dynamics 365 omnichannel customer service
Dynamics 365 Software - Microsoft Dynamics 365 dynamic marketing workflows

Features

Total features of Dynamics 365: 112

  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Asset Lifecycle Management
  • Bank Reconciliation
  • Billing & Invoicing
  • Budgeting/Forecasting
  • CRM
  • Calendar Management
  • Calendar/Reminder System
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Cash Management
  • Chat/Messaging
  • Collaboration Tools
  • Compliance Management
  • Consolidation/Roll-Up
  • Contact Database
  • Contact Management
  • Content Management
  • Conversion Tracking
  • Core Accounting
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customisable Branding
  • Customisable Templates
  • Dashboard Creation
  • Data Connectors
  • Data Import/Export
  • Data Visualisation
  • Dispatch Management
  • Document Management
  • Document Storage
  • Email Management
  • Email Marketing
  • Email Templates
  • Employee Management
  • Expense Claims
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • Fixed Asset Management
  • For Small Businesses
  • For iPad Devices
  • Forecasting
  • General Ledger
  • HR Management
  • Income & Balance Sheet
  • Integrated Business Operations
  • Interaction Tracking
  • Internal Chat Integration
  • Inventory Management
  • Invoice Creation
  • Invoice Processing
  • KPI Monitoring
  • Knowledge Base Management
  • Knowledge Management
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Maintenance Scheduling
  • Marketing Automation
  • Mobile Access
  • Mobile App
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Currency
  • Multi-Department/Project
  • Online Invoicing
  • Payroll Management
  • Performance Metrics
  • Pipeline Management
  • Point of Sale (POS)
  • Profit/Loss Statement
  • Project Management
  • Prospecting Tools
  • Purchase Order Management
  • ROI Tracking
  • Reporting & Statistics
  • Reporting/Analytics
  • Requisition Management
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search/Filter
  • Self Service Portal
  • Single Page View
  • Spend Management
  • Status Tracking
  • Supplier Management
  • Supply Chain Management
  • Support Ticket Management
  • Task Management
  • Task Scheduling
  • Third Party Integrations
  • Time & Expense Tracking
  • Training Management
  • Trend Analysis
  • Visual Analytics
  • Warehouse Management
  • Work Order Management
  • Workflow Management

Alternatives

Salesforce Sales Cloud

4.4
#1 Alternative to Dynamics 365
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud...

SAP Business One

4.2
#2 Alternative to Dynamics 365
Enterprise resource planning software for SMEs. Manage every aspect of your small or midsize business with SAP Business...

HubSpot CRM

4.5
#3 Alternative to Dynamics 365
Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging...

Zoho CRM

4.3
#4 Alternative to Dynamics 365
Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close...

Reviews

Overall rating

4.3 /5
(4,311)
Value for Money
4.1/5
Features
4.3/5
Ease of Use
4.0/5
Customer Support
4.2/5

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Showing 5 reviews of 4,311
Jacqueline J.
Overall rating
  • Industry: Construction
  • Company size: 201-500 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Best software for purchasing I have used

Reviewed on 5/4/2022

Pros

Ease to use stands out to me. Been in the role for 3+ years and in the last year we moved to this software. Its definitely a big game step up. This has reduced the time per tasks drastically.

Per project we go through over 400 POs so imagine manual entry…..it was just the worse. Then we moved to dynamics. With a click you can load, update and change.

Cons

So far the only con I experienced had to do with migrated data. So we had POs that had been created in our previous system which we migrated over. Since they were not created on the system, editing / change ls to them was not as simple as a click.

James U.
Overall rating
  • Industry: Accounting
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Microsoft Dynamics 365 Review

Reviewed on 18/4/2022

What our organization's overall experience is that all marketing campaign leads are assigned to...

What our organization's overall experience is that all marketing campaign leads are assigned to salespeople who access Microsoft Dynamics CRM and then track and convert them into sales.
Also used for services, indices are active until closed by the server. From lead generation to lead acquisition, everything is managed in Microsoft Dynamics CRM.

Pros

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.

Cons

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.

Alternatives Considered

InfoFlo

Reasons for Switching to Dynamics 365

This software features exceptional performance more than other software programs we have tried. The software has been hierarchical. Since the beginning of the year, one of my employees was not reliable with InfoFlo, but with this software he has improved his proficiency 75%. My favorite thing is that it's easy to use it and gives more value to my money from other software programs. There are many features that other software programs do not address.
Thomas D.
Overall rating
  • Industry: Biotechnology
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Microsoft Dynamics 365

Reviewed on 28/4/2022

Great customer support during the entire integration and deployment process. Excellent training...

Great customer support during the entire integration and deployment process. Excellent training program for end users. Now that all users are on the same platform our internal support has progressed greatly.

Pros

We were looking for a new ERP system that offered mobility, as well as being able to integrate all of our offices into one platform. We had several locations using a number of ERP systems and standardizing on one system was a goal for deployment.

Cons

The deployment did have some hurdles in the way of transferring our older CRM into Microsoft Dynamics. We were working with several ERP and CRM systems.

Alternatives Considered

Salesforce Platform

Reasons for Choosing Dynamics 365

We were looking to upgrade our current ERP system that could be deployed in multiple locations throughout the US, Canada and the EU.

Reasons for Switching to Dynamics 365

This software offered what we feel was the best flexibility option to integrate all of our ERP systems into one. Globally this was a challenge for us in the past, Dynamics solved this issue for us.
Lauren S.
Overall rating
  • Industry: Financial Services
  • Company size: 201-500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 5.0 /10

Dynamics User - Financial Planning Company

Reviewed on 1/4/2022

Overall, I love using the tool, it helps me stay organized with clients and I love that task system...

Overall, I love using the tool, it helps me stay organized with clients and I love that task system for recurring monthly/quarterly/annual items.

Pros

I like that this software integrates with other Microsoft products - for example it allows us to save emails with the client of a button in Outlook. We were also able to have the software connect with an outside reporting tool so it has really added to consistency and productivity across the organization when it comes to managing clients, client meetings and overall tracking of activity and tasks.

Cons

I felt the that software has a bit of a learning curve and was not as easily adopting as other tools - we received training, I just feel that the interface is not as intuitive as others but once you get the hang of it, it works great.

Craig S.
Overall rating
  • Industry: Computer Software
  • Company size: 5,001-10,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Enterprise capable

Reviewed on 8/4/2022

Pros

We spent a year building and configuring our instance. Our team has been able to build a platform that helps our business serve thousands of customers daily and allows the MIE teams to pull meaningful data on each of these activities.

Cons

It would have to be the library of tools, not included in the license of dynamics. Other apps were needed in addition to the dynamics app. Share point, power bi ect..

Alternatives Considered

Salesforce Sales Cloud

Reasons for Switching to Dynamics 365

Our previous technology stack was based in an older version of dynamics, it was assumed that the migration would be less complex if stayed within the Microsoft ecosystem.
Showing 5 reviews of 4,311 Read all reviews

Dynamics 365 FAQs

Below are some frequently asked questions for Dynamics 365.

Dynamics 365 offers the following pricing plans:

  • Starting from: US$50.00/month
  • Pricing model: Subscription
  • Free Trial: Available

Customer Insights: From $1500 Per tenant/month Customer Voice: From $200 per tenant/month Sales Professional: $65 per user/month Sales Enterprise: $95 per user/month Sales Premium: $135 per user/month Microsoft Relationship Sales: $162 per user/month Please contact Microsoft for further pricing details.

Dynamics 365 has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+

Dynamics 365 supports the following languages:

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

Dynamics 365 supports the following devices:

Android (Mobile), iPhone (Mobile)

Dynamics 365 integrates with the following applications:

ADP Workforce Now, Adobe Sign, Ameyo, Apttus Contract Management, AskNicely, Campaign Monitor, DocuSign, Five9, Gainsight CS, InsideView, Lattice Engines, LinkedIn for Business, Microsoft Excel, Microsoft Outlook, Microsoft Project, Microsoft SharePoint, PROS Smart CPQ, PandaDoc, Salesforce Sales Cloud, Sana Commerce, Soft4RealEstate, Tacton CPQ, signNow

Dynamics 365 offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

Related categories

See all software categories found for Dynamics 365.