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Microsoft Dynamics 365 Description

Dynamics 365, the next generation CRM and ERP application, can accelerate your business growth. Unify your data. Get predictive insights. Achieve amazing results. Make smarter decisions. You can take actions that will drive your business. Build stronger relationships. Increase productivity and performance. A single view of all customers. Find and nurture the right leads. Connected customer experiences. Keep up-to-date with market trends. Deliver positive customer experiences--faster. Optimize your resources and make technicians more efficient. Reduce operational costs. Redefine your traditional global financial management. Automate processes to improve efficiency. Reduce operational costs and financial complexities. Transform from reactive to proactive operations. Automate and simplify manufacturing and supply chain management. Maximize the lifespan of your assets. Unify your digital and physical commerce. Personal engagement is a way to build brand loyalty. Exceed customer expectations.

Pricing

Pricing Starts At:
$190 per user per month

Integrations

API:
Yes, Microsoft Dynamics 365 has an API

Reviews - 22 Verified Reviews

Total
ease
features
design
support

Company Details

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

Platforms
SaaS
Windows
Mac
iPhone
iPad
Android
Type of Training
Documentation
Webinars
Customer Support
Phone Support
Online

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: 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...
  • Name: Anonymous (Verified)
    Job Title: Accountant
    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

    Great CRM with improving sales

    Date: Jul 18 2020

    Summary: Improved customer service.
    Reliable with content management and user friendly.
    Helps with improving business process.

    Positive: Helps and more effective with improving sales.
    Reliable with content management.
    Great customer service.

    Negative: Reliable with improving customer service and ease of use.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Data Clerk
    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

    It's dynamic and flexible with customization

    Date: Jul 16 2020

    Summary: Improved business process.

    It's extremely customizable software to use.

    Promotes the sales and it's very cost effective.

    Positive: It's flexible with customization with needs of our business.

    Great CRM with content management and cost effective.

    Impressive with improving our business process.

    Negative: Great CRM which is cost effective and ease of use.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Field officer
    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

    Great experience with financial accounting.

    Date: Jul 09 2020

    Summary: Love how it's easy with installation on the cloud and on the premises.
    Reliable with financial management and easy with great charts of accounts.
    User interface is good.

    Positive: Great with inventory control with ability to check the stock balance whenever i want.
    It's very easy to personalize and customize.
    Configuration is very simple.

    Negative: For now i got no challenges for it was effective with financial management.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Budget Consultant
    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

    Intergration with Outlook is reliable for promoting sales

    Date: Jul 08 2020

    Summary: Great with responsive customer support.
    Excellent with customization which makes it effective for business.
    Great with reliability with improving sales

    Positive: Easy to integrate with Outlook which helps to promote sales.
    More affordable to use.
    Effective with customization to suit our business

    Negative: Easily customizable software to suit our business.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Field Officer
    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

    Customizable interface and excellent sales and marketing module

    Date: Jul 07 2020

    Summary: User friendly customer support.
    Reliable with improving sales within the business.
    Extremely customizable modules to suit our business.

    Positive: Its affordable software and easy to customize.
    Effective for improving sales through tracking the leads and opportunities.
    Reliable customer support.
    Nice user interface.

    Negative: Its great software which is customizable to suit any business needs.

    Read More...