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, Turkish, zh-hant

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 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: 102

  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Analytics/ROI 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 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
  • Knowledge Base Management
  • Knowledge Management
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Maintenance Scheduling
  • Marketing Automation
  • Mobile Access
  • Mobile App
  • Multi-Channel Marketing
  • Multi-Currency
  • Multi-Department/Project
  • Payroll Management
  • Performance Metrics
  • Pipeline Management
  • Point of Sale (POS)
  • Post Scheduling
  • Profit/Loss Statement
  • Project Management
  • Prospecting Tools
  • Purchase Order Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Requisition Management
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Self Service Portal
  • 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

4.2
#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
(4,165)
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 4,165
Ty C. Ty C.
Overall rating
  • Industry: Paper & Forest Products
  • Company size: 10,000+ Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

Dynamics in a league of it's own

Reviewed on 15/11/2019

I have tried other CRM's in my career but none of them come close. The future of this product is...

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.

Alternatives Considered

Salesforce Sales Cloud

Reasons for Switching to Dynamics 365

Cost is incredibly good, Azure, vibrant community of support. Microsoft is heading in a direction I am trying to go.
April L. April L.
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 5,001-10,000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

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

Multifunctional Top of The Line Software.

Reviewed on 4/2/2021

Microsoft Dynamics 365 is an extraordinary programming to utilize. I prescribe Microsoft Dynamics...

Microsoft Dynamics 365 is an extraordinary programming to utilize. I prescribe Microsoft Dynamics 365 to all the forthcoming clients. It has extraordinary and splendid highlights. It is an efficient programming and its abilities are incredible. This software has given us numerous new capacities, for example,

Upgrade dynamic

Improve business measure results

Drive advancement

Improve business measure readiness

Improve client relations/administration

Drive income development

Cost the board

Improve provider or accomplice connections

Make inward/operational efficiencies

Lessen time to advertise

Pros

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.

Cons

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.

José raúl P. José raúl P.
Overall rating
  • Industry: Real Estate
  • Company size: 51-200 Employees
  • Used Monthly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Great CRM for B2B Businesses

Reviewed on 9/11/2021

Great CRM software for B2B enterprises

Great CRM software for B2B enterprises

Pros

customer support, document management capacity, dashboards, and ad-hoc report builder from the setup phase

Cons

missing integration with other Microsoft products such as Linkedin

Alternatives Considered

NetSuite CRM, Zoho CRM and HubSpot CRM

Reasons for Switching to Dynamics 365

customer support, Microsoft current relationship (Ms Suite)
Matthew R. Matthew R.
Overall rating
  • Industry: Oil & Energy
  • Company size: 201-500 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 2.0 /10

Unresponsive, unintuitive, bug-riddled

Reviewed on 9/3/2018

I DO NOT recommend this product to ANYONE. The features which work only do so after weeks spent...

I DO NOT recommend this product to ANYONE. The features which work only do so after weeks spent learning the software's bugs and avoiding them. This is not a finished product, and in the two years I have used it not a single issue has been resolved.

Have the developers even attempted to use this? I am so far beyond being understanding of this thing's shortfalls, and I hope this is apparent in my review. Give my company a refund so that the money which Microsoft has NOT earned can be distributed to the employees who have spent hours of unproductive time compensating for Microsoft/D365/CRM's shortcomings.

Pros

It promises to deliver a comprehensive client management system, databases information for perusal by its users, and has a lot of potential.

Cons

The user interface is atrocious. Pages which should be full windows are contained in scroll bars in my browser window

Tables within these windows are not scaleable and are improperly scaled. This cuts off row lables, column headers, and information which I would like to read but cannot

Drop-down menus are not generated automatically

Timesheets are sliding-windows nested within sliding-windows nested within sliding windows, all of which are compressed to less than half the height of my screen by an incompressible block of data.

Timesheets wipe information without warning. New lines added to timesheets occasionally do not register, do not save, prevent submissions for review, and are undetectable until I close the timesheet, the information I entered is wiped, and I spend an hour trying to discern which portions of my billable (BILLABLE! I work by the hour, time spent on this costs my company money, costs me money by way of lost income earned in performance reviews, blatantly ruins my day, and ruins the fidelity of my timesheets by forcing me to try and back out my work for the day)

The TIMER feature in timesheets, a STOPWATCH feature that should be a simple start/stop, cannot properly roll over between hours. If you restart the timer on a line, because (god-forbid) you start a task and the timer, stop the task and a timer, start a new task and a new timer, stop a new task and a timer, and restart the original task and its timer, the thing cannot simply add more time to the original line. No, when it reaches the next hour (1.4 -> 1.9 -> 2.0 -> 2.1 is expected and correct behavior) it just fails entirely, and continues to neglect full hours going forward. (1.4 -> 1.9 -> 0.0 -> 0.9 -> 0.0 -> 0.9 -> 0.0 -> 0.9). This is a baseline thing which i would consider only a slight step up in difficulty from not deleting my activity description (which CRM does frequently)

But why am I having to rank timesheet features by difficulty? My company has paid for Dynamics 365 services, and it is functional to the minimum degree.

Contact entries cannot be related to more than 3 cases? The "Recent Cases" table on the right is not one table - it's FIVE IDENTICAL TABLES arranged vertically along the right side of the screen. Of these, the top and the bottom entries CANNOT be used, and attempting to associate the Contact to a Case returns an error. The MIDDLE THREE tables only accept ONE ENTRY each - my contact is associated with DOZENS of case files, and I am limited to THREE?

This list goes on. This product is awful. This is absolutely awful. DO NOT purchase this product. I am a baseline wage-earner in my company, and am not whatever customer-relations / customization employees Microsoft use to field customer complaints / cater this service, but whatever they are doing is doing done poorly.

Chris C. Chris C.
Overall rating
  • Industry: Construction
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 6.0 /10

Limited Functionality For ERP

Reviewed on 5/10/2021

Pros

We've used Dynamics for over 8 years as our main ERP. The reports and tracking it provides from an financial point of view is great and allows our leadership team to closely follow the company's business. We also use it on the production floor to maintain a workflow on customer's orders, inventory and shipping.

Cons

While we've adapted Dynamics to work for us on the floor, it has limited functionality to maintain and track inventory and production workflow. Microsoft has provided limited updates/help in adapting this software and we are now working on transitioning to another ERP software.

Showing 5 reviews of 4,165 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, Turkish, zh-hant

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.