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Microsoft Dynamics 365 Description

Boost the growth of your business with Dynamics 365, a cutting-edge suite of CRM and ERP solutions. Integrate your data seamlessly. Gain insightful predictions. Attain remarkable outcomes. Make informed choices. Implement strategies that propel your business forward. Cultivate and enhance valuable relationships. Elevate both productivity and performance metrics. Access a comprehensive view of your customers. Identify and develop promising leads. Craft cohesive customer interactions. Keep abreast of market shifts. Provide exceptional customer experiences more swiftly. Streamline resources and enhance technician efficiency. Lower operational expenditures. Transform your conventional global financial management practices. Streamline processes for heightened efficiency. Minimize operational costs and simplify financial complexities. Transition from reactive to proactive operations. Modernize and ease your manufacturing and supply chain processes. Extend the longevity of your assets. Integrate your physical and digital sales channels. Foster brand loyalty through meaningful engagement. Surpass customer expectations consistently, ensuring they feel valued and understood.

Pricing

Pricing Starts At:
$190 per user per month

Integrations

API:
Yes, Microsoft Dynamics 365 has an API

Reviews - 20 Verified Reviews

Total
ease
features
design
support

Company Details

Company:
Microsoft
Year Founded:
1975
Headquarters:
United States
Website:
dynamics.microsoft.com

Media

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Product Details

Platforms
Web-Based
Windows
Mac
iPhone App
iPad App
Android App
Types of Training
Training Docs
Webinars
Customer Support
Business Hours
Online Support

Microsoft Dynamics 365 Features and Options

ERP Software

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Sales Force Automation Software

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

CRM Software

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Budgeting Software

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Billing and Invoicing Software

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Business Management Software

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Lead Generation Software

Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification

Business Intelligence Software

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Microsoft Dynamics 365 Lists

  • Name: Mileydi L.
    Job Title: Professional in Corporate
    Length of product use: 1-2 Years
    Used How Often?: Weekly
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Dynamics gives us a high level of service to our customers

    Date: Jan 09 2021

    Summary: Microsoft Dynamics 365 mobile access is typical, at most. It is not the friendliest of mobile apps, and it also has a sorry state of offline configuration. I rely a lot on the support of the individual Dynamics area and I also feel that there was always a solution to all the challenges that I needed to navigate there.

    Positive: Microsoft Dynamics 365 is currently used as the recommended consumer partnership monitoring program in my organization's workplaces where I work. We use it to seamlessly manage consumer information and keep an eye on customers and important sales metrics. This makes it very easy for the superiors in my organization to determine our sales pipelines and also the possible sales targets.

    Negative: Microsoft Dynamics 365 can be done with enhanced intuition for customers. For example, entering information is often a laborious experience for novice users. Its user interface style is not simplified enough for smooth browsing, specifically on web registration pages.

    Read More...
  • Name: Kaganjo R.
    Job Title: Credit Management Senior Analyst
    Length of product use: 1-2 Years
    Used How Often?: Weekly
    Role: User
    Organization Size: 1,000 - 4,999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Microsoft Dynamics 365 Review

    Date: Nov 10 2020

    Summary: Overall, we have relished a lot since productivity has advanced as team are able to automate 90% of their daily chores.

    Positive: With Microsoft Dynamics 365 we have been able to automate workflows, sales among other vital business procedures.

    Negative: Initially, it was hectic to customize Microsoft Dynamics 365.

    Read More...
  • Name: Jim H.
    Job Title: Senior CRM Developer
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: Administrator, Deployment
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Great Software if Configured Properly

    Date: Oct 27 2020

    Summary: Having been a D365/Dynamics CRM consultant for almost 15 years, you're going to get what you pay for in regards to implementation. It's extraordinarily important to have competent people help gather requirements, design, and implement this in order to get good value and maximum user acceptance out of it. When it's implemented well, it's a huge efficiency driver and offers vast reporting capabilities to managers. When it's implemented poorly, it's a bloated, tedious mess that ends up being more of a burden than anything.

    Positive: Lots of functionality, ability to integrate with anything, very scalable, easy to use when it's configured properly, vastly improves efficiency, good reporting capability, easy to make changes to forms, views, etc.

    Negative: Need to have an experienced, expensive team to implement it. Buggy when they release updates.

    Read More...
  • Name: Kevin T.
    Job Title: Support Engineer
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: Administrator, Deployment
    Organization Size: 10,000 - 19,999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Review as Support Engineer

    Date: Oct 27 2020

    Summary: Positive, but can continue improving. Unified Interface now has uniform behavior between mobile and PC interface. Has many layers of customization if you are into it.

    Positive: Once you get used to where customizations are, there's a lot you can do with it. Integration with Outlook and Sharepoint is useful. Ability to spin up multiple testing environment for development is useful for QA.

    Negative: Solution dependencies can be a problem. Documentation can be not as useful at times. Licensing through third-party can be confusing and need to keep up to date with license model. Its complexity can sometimes mean getting the right support can be difficult at times. When using customizations, one must be careful when making infinite updates as that may cause a huge backlog that is difficult to remove excess automation jobs.

    Read More...
  • Name: Angelina D.
    Job Title: Support Analyst
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Real-time data access make decisions making easy

    Date: Jul 03 2020

    Summary: Reliable with real-time data access making decisions easy.
    It's extremely customizable for the user reports.
    More convenient with inventory control.

    Positive: Real-time data access makes decision making easy.
    Reliable and more consistent with inventory control.
    It's easy to customize the interface and personalize the user dashboard.

    Negative: It's extremely customizable software with nice user interface.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Administrator
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    It's a gladiator of a ERP with cash management.

    Date: Oct 01 2023

    Summary: Nicely done to effective use different currencies with bank and cash management.
    Incredibeast with project planning and forecasting.
    Intuitive dashboard.

    Positive: It's incredible with efficiency to manage cash by using different currencies.
    Incredible for it's effectiveness with project budgeting and forecasting.

    Negative: Love it's reliability with project planning and budgeting.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: IT Support Specialist
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    The best ERP with bank account reconciliation and Fixed Asset management.

    Date: Mar 03 2021

    Summary: Easy to track all items in the company.
    Reliable to integrate all departments together.
    Efficient with running depreciation.
    Quite convenient with bank account reconciliation.

    Positive: Reliable with Fixed Asset management and easy to run depreciation.
    Superb experience with bank account reconciliation.
    Journal entries helps alot with reversal.
    Customization of invoices.

    Negative: Great and best ERP with bank account management and inventory control.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Credit Analyst
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Very accuracy with financial reporting.

    Date: Feb 17 2021

    Summary: Easy to get reports on finances thanks to charts of account.
    Super efficient with payroll management.
    Real-time helps with decision making.

    Positive: Very accurate with reporting on finances of the industry.
    Most convenient with Purchasing and supply.
    Super supportive customer service.

    Negative: Most convenient and very reliable with financial control.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Sales Representative
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Outstanding ERP with cash management

    Date: Nov 13 2020

    Summary: Best experience and effortless with marketing by integration with CRM.
    Great with financial reporting and cash management.
    Easy to do inventory control and helps to get stock reports.

    Positive: Efficiency to manage different bank accounts and petty cash in the organization.
    Reporting is perfect and more accurate.
    Reliable with inventory control.

    Negative: Great ERP and efficient with inventory control and its easy to customize.

    Read More...
  • Name: Kimberley B.
    Job Title: Business Analyst
    Length of product use: 6-12 Months
    Used How Often?: Weekly
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Microsoft Dynamics 365 in Apparel Industry

    Date: Nov 11 2020

    Summary: Overall, Microsoft Dynamics 365 has reduced administrative obligations since it fills lead data automatically.

    Positive: We have succeeded to connect and personalize all retail experiences in every channel with Microsoft Dynamics 365.

    Negative: Web API enhancements are a bit contradicting to use.

    Read More...
  • Name: Bliss C.
    Job Title: Director of Sales
    Length of product use: 1-2 Years
    Used How Often?: Weekly
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Microsoft Dynamics 365

    Date: Nov 11 2020

    Summary: Overall, Microsoft Dynamics 365 has allowed me to track and analyze conversations about the company brand, thus improving clients insights.

    Positive: With Microsoft Dynamics 365, i am able to store and access data in a centralized location.
    It has been easy to automate sales and marketing.

    Negative: It was overwhelming to customize features available on this program, but we partnered with a third-party consultant, which handled the implementation strategy.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Service Engineer
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 20,000 or More
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Excellent tool for ERP and CRM

    Date: Aug 24 2020

    Summary: Overall Dynamics 365 from Microsoft is a great ERP cum CRM tool which is cloud based and part of Office 365 providing a range of useful features and a flexible pricing model.

    Positive: Microsoft Dynamics 365 is a cloud based ERP tool that also doubles as a CRM - Customer relationship management tool. It features intelligent virtual agents which provide a great experience to customers via multiple channels. It provides integration with other Office products and Linked In as well.

    Negative: The mobile apps provided are pretty limited and needs major update to be useful.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Marketer
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    A highly cost effective CRM when compared to competition

    Date: Aug 15 2020

    Summary: If you're ever going to build a large business, you will definitely need a CRM to take care of a lot of things, the CRM apps industry is ripe with options but Microsoft Dynamics, with its entire Microsoft ecosystem is an excellent solution.

    Positive: - The ease of implementation is really great. You can get everything that Salesforce can give you at the fraction of the effort.
    - Highly customizable and flexible.
    - The entire Azure ecosystem makes it better than anything else in the competition.

    Negative: - No major cons except that a better support can be provided.

    Read More...
  • Name: Swapnan R.
    Job Title: Marketer
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    It is a cloud based business application platform which is effective with productivity and artificial intelligence.

    Date: Jul 21 2020

    Summary: It easily enriches user experience which will enable employees to complete task anytime anywhere.
    It allows team collaboration without without having to switch applications.
    It allows user to effectively manage sales orders.

    Positive: It is user friendly and easy to customize.
    It is very efficient in tracking of sales, billing and marketing.
    It is very effective in storing of customer data hence allows followup history.

    Negative: It help combines components of customer relationship management and enterprise planning and so far there is no any difficult while using it. Perfect.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Computer specialist
    Length of product use: 1-2 Years
    Used How Often?: Yearly
    Role: User
    Organization Size: 500 - 999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Microsoft Dynamics: The great CRM tool with a lot of potential.

    Edited: Jul 21 2020

    Summary: It has a great task management for appointments email tracking and notes hence doing a great job integrating with other applications.

    Positive: Great automation features.
    Easy to customize and integrate.
    Strong ecosystem of apps and support.
    Users friendly.

    Negative: It does not thread email conversation.
    Can be slow at times considered to how much data it may contain.

    Read More...
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