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What is Microsoft Dynamics 365?

Elevate your business growth with Dynamics 365, an innovative collection of CRM and ERP tools designed to unify your data effortlessly. Harness powerful insights for predictive analytics and achieve outstanding results that drive your success. Make strategic decisions backed by reliable information while nurturing and strengthening essential relationships. Enhance your productivity and overall performance metrics with a holistic understanding of your customers. Discover and cultivate promising leads while creating seamless customer interactions. Stay updated on market dynamics to provide exceptional customer experiences more promptly. Optimize resources to boost technician productivity and reduce operational costs significantly. Revolutionize traditional financial management on a global scale by streamlining processes for greater efficiency. Shift from a reactive to a proactive operational model while modernizing your manufacturing and supply chain procedures. Extend the life of your assets by integrating both physical and digital sales channels effectively. Build brand loyalty through impactful engagement, consistently exceeding customer expectations and ensuring they feel appreciated and understood. By implementing these strategies, your business will not only thrive but also adapt to the ever-changing market landscape.

Pricing

Price Starts At:
$190 per user per month

Integrations

Offers API?:
Yes, Microsoft Dynamics 365 provides an API

Screenshots and Video

Company Facts

Company Name:
Microsoft
Date Founded:
1975
Company Location:
United States
Company Website:
dynamics.microsoft.com

Product Details

Deployment
SaaS
Windows
Mac
iPhone
iPad
Android
Training Options
Documentation Hub
Webinars
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
Bulgarian
Chinese (Mandarin)
Chinese (Simplified)
Croatian
Czech
Danish
Dutch
English
Estonian
Finnish
French
German
Greek
Hungarian
Icelandic
Italian
Japanese
Korean
Latvian
Lithuanian
Norwegian
Polish
Portuguese
Romanian
Russian
Serbian
Slovak
Slovenian
Spanish
Swedish
Turkish
Vietnamese
Cantonese
View All

Microsoft Dynamics 365 Categories and Features

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

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

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

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

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

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

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

More Microsoft Dynamics 365 Categories

  • Reviewer Name: A Verified Reviewer
    Position: Administrator
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
  • Reviewer Name: A Verified Reviewer
    Position: IT Support Specialist
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
  • Reviewer Name: Mileydi L.
    Position: Professional in Corporate
    Has used product for: 1-2 Years
    Uses the product: Weekly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
  • Reviewer Name: A Verified Reviewer
    Position: Credit Analyst
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
  • Reviewer Name: A Verified Reviewer
    Position: Computer specialist
    Has used product for: 1-2 Years
    Uses the product: Yearly
    Org Size (# of Employees): 500 - 999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

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

    Updated: 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...
  • Reviewer Name: A Verified Reviewer
    Position: Sales Representative
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
  • Reviewer Name: Angelina D.
    Position: Support Analyst
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
  • Reviewer Name: Kevin T.
    Position: Support Engineer
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 10,000 - 19,999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
  • Reviewer Name: A Verified Reviewer
    Position: Field Officer
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
  • Reviewer Name: Kaganjo R.
    Position: Credit Management Senior Analyst
    Has used product for: 1-2 Years
    Uses the product: Weekly
    Org Size (# of Employees): 1,000 - 4,999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
  • Reviewer Name: Bliss C.
    Position: Director of Sales
    Has used product for: 1-2 Years
    Uses the product: Weekly
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
  • Reviewer Name: Swapnan R.
    Position: Marketer
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
  • Reviewer Name: A Verified Reviewer
    Position: Budget Consultant
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
  • Reviewer Name: A Verified Reviewer
    Position: Procurement Officer
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Integrates all departments together using a single database source

    Date: Jul 06 2020
    Summary

    Great customer support and user friendly.

    Reliable with integrating all departments together using a single database source.

    Effective with financial and inventory management.

    Positive

    Great customer service.

    Integrates all departments together using a single database source.

    Cloud based access of information makes access simple.

    The best ERP which makes decision making easy

    Negative

    Great customer support but its might be expensive for small business.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Field officer
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
  • Reviewer Name: Jim H.
    Position: Senior CRM Developer
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
  • Reviewer Name: A Verified Reviewer
    Position: Accountant
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
  • Reviewer Name: A Verified Reviewer
    Position: Marketer
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
  • Reviewer Name: Kimberley B.
    Position: Business Analyst
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
  • Reviewer Name: A Verified Reviewer
    Position: Service Engineer
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 20,000 or More
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
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