Dynamics 365 Reviews (2024)

Ty

Pros

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.

Oussama

Pros

during the lifestyle of business , i have never faced so many different tasks that wasn't easy going but using the dynamic 365 from microsoft , which i have curious about its fast developement and improvement during the last 1 years by it didnt suprised my knowledgeable first sight on microsoft software during years of my work ,since the dynamic helping me to most simplified the business tasks for me while learning others future skills allowing me to go through minimizing the time of spending on other busines tasks , especially with standpoint which helped business to grow faster by includingall the organization with most fixed sales teams tasks

Cons

one the most strenghts of the dynamics 365 if your business during the last 10 years familiar with other microsoft product like microsoft office 365 ..., you will find that is most of all similar to the simplified menu of microsoft product since that microsoft didnt lost its flavors of maintain the same aroma while you will taste navigating throughout ths dynamic 365

Pros

1) Easy to use(At a user level Dynamics is very intuitive and fairy easy)
2)Management Console (Admin wise is not far from the user experience the flow is smooth and the UI is intuitive)
3)Tools in the suite cover everything a company/individual needs
4)You can find and administer everything from one single place
5)Devices/Users/logs are at a one clicks reach

Cons

1) Cost is fairly high even with the % reduction you can get from resellers (afraid licensing cost is a bit high especially during the 2022 and 2023)

Pros

The seamless integration with Office 365 and intuitive interface make it a breeze to use. It's simplified my workflow and boosted productivity.

Cons

However, the pricing can be a bit steep for smaller businesses, and the initial learning curve was a bit challenging.

Pros

The dynamics 365 is easy to use not hard .It is the most model I love.

Cons

There are no features that are difficult to use, the only problem is that the price is a little high

Verified Reviewer

Pros

It’s easy to personalise and to create specific fields

Cons

The support is terrible and it’s urgent that they improve ir

Pros

Quite easy to use and self-explanatory, appreciate the freedom that the users have in order to shape the financial administration to the client's requests

Cons

This version, at least the one used by us, is lacking the following: 1. ability to integrate with other software 2. additional and helpful reports such as: Balance Sheet, Profit & Loss statement, Cash flow , to name just a few, have not been created 3. help with entries: previous version was able to recall descriptions of the entries processed on a daily basis and use those as "pop-ups" in the same field, Dynamics 365 is not able to "memorize" descriptions so we have to type each time every single description

Pros

what i like about Dynamics 365 is that integrates seamlessly with other Microsoft products such as Office 365 and Power BI. This ensures a cohesive and familiar user experience for businesses using Microsoft services.

Cons

Implementing and customizing Dynamics 365 may require a learning curve, and training may be necessary for users to take full advantage of the system's capabilities.

Verified Reviewer

Pros

Excellent way to store all necessary customer info.

Cons

No complaints about using Dynamics 365 yet as well.

Verified Reviewer

Pros

The product is robust and everything you can expect from a CRM product. The Copilot integration makes this product even more intuitive.

Cons

It can be overwhelming if you are using CRM and business insights for your company for the first time

Pros

I chose Dynamics 365 because we are already using Microsoft products and wanted a seamless integration to our CRM. I was drawn to the simplicity of the application and ability to customize within the application from the demo.

Cons

When I started working with a Microsoft partner to customize the application, I quickly became frustrated due to the number of errors and roadblocks that came with the integration and implementation process. I had evaluated our situation very carefully to ensure we had the required technical specifications and would be a good fit for our company; however, I was thrown off by the requirements that we could not face.

Alternatives Considered

Act-On, Mailchimp and HubSpot CRM

Reasons for Choosing Dynamics 365

Marketo has poorly created templates that are difficult to customize and limited, and they have poor customer service to back up the products they provide.

Switched From

Marketo Engage

Reasons for Switching to Dynamics 365

Highly customizable Microsoft product for easy integration purposes

Pros

Dynamics 365 is a powerful and comprehensive business management solution that has helped streamline our operations and improve efficiency. The user interface is intuitive and easy to navigate, and the system offers a wide range of features and tools that can be customized to fit our specific needs. The integration with Office 365 is seamless and has greatly improved collaboration and communication within our team.

Cons

The initial setup and implementation of Dynamics 365 can be a bit complex and time-consuming, and there is a bit of a learning curve for new users. The cost of the system can also be a bit on the high side, especially for smaller businesses

Pros

I have utilized this product for more than a half year now and over those months I have seen it develop and improve at an astounding rate. With the presentation of Flow/Power Automate and Canvas Apps the capacities of this business application stack are unrivaled. You are genuinely just restricted by your own creative mind. Microsoft gives extraordinary record the board assets that will help keep you on the bleeding edge. From a value point of view, Dynamics is serious. What you escape the case can't be moved by any contender to be specific, Salesforce. You will spend a fortune to get a similar utility from a Salesforce execution. Salesforce and contenders likewise don't have anything like Azure. Having the entirety of your business application biological system under such an umbrella is staggeringly amazing.

Cons

With the online adaptation, we have run into hardly any issues, however we do sporadically run into moderate execution. This isn't frequently, however when it happens (slow page revives, particularly in the planning instrument) it very well may be agonizing for our clients. Working out the usefulness can be fairly convoluted when planning custom highlights and furthermore following security and jobs adopts a deliberate strategy to check security of information and protection.

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

Pros

Cons

The software needs some improvement on the financial module. The new IFRS 9 Accounting Standard being implemented by savings and lending cooperative societies require that the data is captured accurately and the reporting is accurate. This is still a challenge.

Alternatives Considered

Temenos Transact

Reasons for Choosing Dynamics 365

Ability to generate Reports, capture loads of member biodata and ability to use the financial and operation modules with ease.

Reasons for Switching to Dynamics 365

Dynamics was affordable and within out budget.

Pros

So far this is the easier software I had been used in the past. The latest version is more enhance than the previous version. Further, compare with other ERP product there is no specific code list or criteria you need to remember prior you navigate certain report. It is user friendly and easy to navigate. I had been used for many year to work on analysis for business decision making. Beside, it is easy to customise the report to suit the current change in business environment.

Cons

The cost of implementing is pricey, not suitable for small scall business. The last I check with IT personnel, the minimum requirement is 5 license. But it is good to used if you are medium to big company and it work well for long run as it is easy to used.

Alternatives Considered

Oracle Database

Reasons for Switching to Dynamics 365

The decision is make by IT department based on the budget and functionality of the product

Audrey

Pros

Dynamics 365 has been a game-changer for me in my role as a manager of social media and internal communications. It has given me the confidence to make data-driven decisions, improve customer connections, and optimize corporate operations.

Cons

So far, I haven't had any issues with the Dynamics 365 software, and I have no reason to expect any, as my employer guarantees regular updates to keep the software running well and prevent shipping delays.

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.

Sanjay

Pros

One of Dynamics 365's most praised characteristics is its broad utility and adaptability. It offers a wide range of features and tools that can be customized to suit the particular needs of various business sizes and sectors. The scalability and simplicity of use of the cloud-based platform make it a popular choice for businesses looking to streamline their operations and increase output.

Cons

The intricacy and steep learning curve of Dynamics 365 are among the most frequently voiced criticisms. Some users have complained that the platform is intimidating and challenging to use, particularly for those who have never used ERP or CRM software before. The pricing structure can also be perplexing due to the numerous lisencing choices and add-ons that can result in a sizeable expense. To handle these problems, Microsoft has been trying to enhance the user experience and streamline the pricing scheme.

Pros

Cons

Lydiah

Pros

Sales and Marketing has been on the rise like in the last 3years and many people are opting for it because of the freedom on your time and even you deciding what you will earn at the end of the day as well as leverage over your time. And this is where Dynamics 365 comes in to make your business operations soo seamless as well as maximizing on earnings. It is an absolute answer to businesses. First of all it's user friendly and Incase of any issues in implementation and use,then the customer support team is alert 24/7. Also it's total cost of adoption into your enterprise processes is quite reasonable. It's capabilities are on another level and can be used across all the departments. From finance to make informed decision and accelerate reconciled financial reportings as well as give a clear forecast on the financial trajectory of any business beacause on can view everything from payables,receivables, transaction dimensions,defferals,manage multiple currencies,bank account and assigning automatically audit trails.It is also an efficient CRM tool when integrated with the sales options and is useful to maintain an overview of contacts and their needs ,keep track of sales opportunities which will result to a boost in productivity. I believe if you can get hold of and just efficiently manage the above two department of your enterprise then we can consider it a successful one. But also tomention Dynamics 365 is useful to procurement ,HR,Project Management making it the best fit.

Cons

To be honest i have used Dynamics 365 for over 2years now and I have not experienced any downside at all. It even amazes me on it comprehensive capabilities and the fact that it can be used across multi-department is just soo fulfilling

Pros

The best features about Dynamic 365 are:- The ability to be a one shop stop for all the relevant data.- Ability to lock fields to prevent access levels and incorrect data entries.- It serves as the primary document of reference for us.- Ability to have multiple columns and hold high amount of data.- Since is it linked to one drive, the chances of loosing data are minimal.- The option to add notes in lot cards to highlight some important details.- Item linking and item tracing helps to look back at the input lots and is very easy.- Assigning item numbers to each lot to provide specificity and prevent duplication.- Ease to add more toggles if needed.- The access to financial reports thereby improving transparency.- To have access to electronic work orders and production releases.- It helps in maintaining traceability on the processes and material that is received and used.

Cons

- having that much information at one site also increases the risk of mix up and chances of data loss.- The maintenance of the system can be longer thereby putting a complete pause on the ability to work.- Having multiple linkage to the material is sometimes represented in a cluster which cause confusion.- The app runs slow at times - Ease of use is not the best as the system is bit complicated to navigate.

Layne

Pros

It's fairly easy to navigate and find what you are looking for. It's the CRM we already had and we've built a number of internal integrations with it.

Cons

There are a few really bizarre things about the user interface. 1. The "save" button is at the very bottom, right-hand corner of the screen, where there are literally zero other buttons. It feels like the least intuitive place for something as important as a save button. When I first started using the CRM, it took me almost a week to realize you could actually save something. 2. The sign in process is as clunky as it gets. Every 24 hours, Dynamics signs you out automatically (not a big deal, Salesforce does this too). However, once you are signed out, instead of taking you to a page where you can sign back in, or do anything, it just takes you to a dead page that tells you that you've been signed out and suggests you close all your browser windows to then sign back in. The process is madness, and it hasn't changed. 3. When you are loading the home page, you typically want to search a record, so you start typing something in the search field. Just as the page is about to finish loading, it moves your cursor down to the "What's New" section to post something. The result is that I have a few posts that contain nothing more than partial account names that I was trying to search. The last major hang up is that very few workflow automation tools like Toutapp, Yesware, ect will integrate with Dynamics (mostly because so few of their customers actually use Dynamics). This has prevented us from buying the programs we want to use for our sales team.

Pros

Everything in one place such as Sales, Marketing, Finance, Field service, Customer Service, Operations and the automation which is not available in other products that are in the market right now. Most likable thing is customer support of Dynamics which I didn't see any other ERP or CRM team provide. It enables me in a real sense to be productive, intelligent in decisions and it was very very easy to adopt. Accessing and managing from PC, Mobile or a Web Browser makes it more accessible and more powerful. The look and feel (Controls/features/UI) for a different kind of user is another best thing which makes it standout. Both Enterprise and Business edition are fantastic when it comes to their design and functionalities, and the integrations with office 365 and other social apps give a lot more control and features and security which no any other CRM or ERP can, that's why I love it.

Cons

It looks and feels kinda mashup of Microsoft Word, Outlook, Excel, etc then it's a bit difficult to use it with ease at the start, so the knowledge curve for the first time Microsoft product user is a little slower and challenging for the first time for the user who is not familiar with other microsoft products.

Pros

Dynamics 365 is a comprehensive suite of business applications that help organizations manage their operations, customer relationships, and products. It provides a comprehensive platform for organizations to manage their entire business lifecycle, from customer engagement to financials and operations. Dynamics 365’s integrated suite of applications helps organizations to effectively and efficiently manage their customer relationships, financials, operations, people, and more. With Dynamics 365, organizations have the tools they need to create a connected customer experience, increase operational efficiency, and drive business transformation.

Cons

It can be difficult to learn and understand all the features and functions of Dynamics 365. Other than that, there are no downsides.