Dynamics 365 reviews

Used this for many years as a basic sales CRM on a very small team. LinkedIn integration recommended

Customizability is certainly doable but more challenging than a product like Pipedrive (Although Dynamix is more powerful if the power is needed)

This is a new system to us. We were searching for a more modern ERP/CRM system to our current and found Dynamics 365 which impressed a number of colleagues within the selection process. The system is for full inventory end to end sales and stock processing. The training and delivery of the system is simple. The activity management good which is great for traceability and audit trails.

To deliver and set up the system you ideally need an internal expert or you will be looking at a consultant to do this at extra cost to the purchase of the system.

Yas I am going through my work schedule with it

It's vary depending and gives great flexibility

This software is easy to use, especially the various integration mechanisms.

The setup for approvals from seniors could be improved upon.

I use dynamics for CRM tracking and it is fabulous! It is very easy to track actual emails, but takes some time to understand/navigate the site itself.

The actual site is not always intuitive. Once I find where I need to be, the set up and tracking of the pages are useful and informative, but sometimes it takes me a moment to navigate to the page I'm trying to review/look at.

I like its ability to compile consumer data very fast and does nor create a lot of problems where external vendor support is needed.

I dislike the fact that sometimes it glitches a lot in OS environment more than it does in windows environments.

One thing I like about dynamics 365 under Microsoft's everything you need is covered and am wishing it will continue

One thing about dynamics 365 is knowing and understanding the right path of your website especially.

Ability to bring in data from multiple sources is nice. Creating scoring models and custom audiences is also very nice.

Data ingestion is frustratingly slow. Any medium scale data ingestion effort takes forever. Integration with other products seems much more difficult than I'd prefer. It's designed to keep you in the Microsoft sphere, but that's not always possible, and external integrations are clunky.

I like the interface, it sits well in the 365 graphic user interface and everything is customisable to a granular level.

The service is hard to connect to on-premise tools like AD and requires a good level of understanding in how to get it to talk to online forms etc.'Security is good, but getting the MFA working took a long time.

This is a full feature solution that can integrate in a ERP system with lost of options

It looks lime it was developed years ago and has not changed much. The mobile application is not great and the customization is difficult, long and expensive

Microsoft Dynamics 365 is a popular customer relationship management (CRM) and enterprise resource planning (ERP) software that helps businesses manage their operations and customer interactions. Here are some of the most liked things about Dynamics 365:Integration: Dynamics 365 integrates seamlessly with other Microsoft products, such as Office 365, SharePoint, and Power BI, making it easy for businesses to work across multiple platforms.Customization: The software is highly customizable, allowing businesses to tailor the system to their specific needs and workflows. Customizations can be made with minimal coding, making it accessible to users of all skill levels.User-friendly interface: Dynamics 365 has a clean and intuitive interface that is easy for users to navigate and find what they need quickly.AI-powered insights: The software includes artificial intelligence (AI) capabilities that provide valuable insights into customer behavior and help businesses make data-driven decisions.Mobile app: Dynamics 365 has a mobile app that enables users to access their data from anywhere, at any time, and stay connected with their team.Customer support: Microsoft provides extensive documentation, tutorials, and training resources to help users get the most out of the software. The company also offers excellent customer support to assist with any issues or questions that may arise.Overall, Dynamics 365 is a comprehensive and user-friendly software solution that can help b

While Microsoft Dynamics 365 is a highly rated CRM and ERP software, there are some aspects that users may find frustrating or dislike. Here are some of the most commonly reported complaints:Complexity: Dynamics 365 can be complex, particularly for users who are new to CRM or have limited technical expertise. The learning curve can be steep, and some users may require additional training or support to get the most out of the software.Cost: Dynamics 365 can be expensive, particularly for small businesses or startups. Some users also feel that they are paying for features they don't need or use.Performance issues: Some users have reported performance issues, such as slow load times and system crashes. This can be frustrating for users who rely on the software for their business operations.Limited mobile app functionality: While the mobile app is a useful feature, some users have reported that it has limited functionality compared to the desktop version.Integration limitations: While Dynamics 365 integrates well with other Microsoft products, some users have reported limitations in integrating with third-party software, which can be a concern for businesses that rely on multiple tools.Overall, while these issues may be a concern for some users, they are not necessarily deal-breakers, and many businesses continue to use Dynamics 365 as their primary CRM and ERP software.

1296/5000
Like any CRM software, Microsoft Dynamics 365 allows your company to share communications, leads and opportunities to make the most of your team's time and effort. I particularly appreciate the integration with MS Outlook, although the plug-in is still a bit hard and significantly slows down performance.

Integration with the complete package of Microsoft products. Level of customization and integration in third-party applications. The variety of different business line modules allows you to be used by many more people / departments than ever before. The integration of LinkedIn has made the collection of Sales Analysis much easier and has accelerated my ability to find references and presentations for new businesses. The integration of Outlook is also simple and easy to use and allows the tracking of all communications within the Sales module with a click of a button.
What I like most is that I can track so many things in one place for my clients. I can see all the previous contacts, both by myself and by others. It is a place for all the documents, able to keep track of the completed tasks, the history of the client, etc.

Out of the box, the system is ready to go, so if you have never used a CRM before, you can start using it directly. It is very easy to import data using Excel templates generated by Dynamics so that it does not start completely from the beginning.

The system is also very easy to customize without the need of any programming knowledge.

A single contact record can not be associated with more than one company.
Many of our clients manage multiple sites, so we have many duplicate contacts.

Users often find the system frustrating when it does not work, it can be slow, there are problems with it working on Edge, and there are limits to the available customizations.

The connector of Outlook is difficult to use, we have downloaded it with mixed success, sometimes decreasing the perspective at unusable speeds and others that are not reliable to use.

Although personalization has come a long way since the first versions, there are still some things that could be useful, such as the possibility of accumulating opportunities from secondary accounts in the main account registry.

Opportunity totals can be easily accumulated, but not the actual opportunity list.

Licenses are limited to full access or read only, something in between would be useful too.

You can not see the exact amount of data stored in your entities.

This is a big problem if Dynamics 365 only offers a limited amount of storage in the cloud by CRM. For example, I believe that the first limit of memory beings in the cloud is 10 GB for entry-level CRM users.

Like us, we have a lot of integration data and add-ons, which would be very nice to understand the amount of data that.

It is not customizable for our commercial use. It is not a product as effective as something built for our commercial needs, like the Megaphone.

mproved Customer Engagement: Dynamics 365 CRM provides a 360-degree view of customers, which helps organizations understand customer needs and preferences. This, in turn, allows them to create personalized interactions with customers that help to build long-term relationships.Increased Efficiency: Dynamics 365 CRM automates many of the manual processes that are part of customer relationship management. This results in improved efficiency and reduced costs for organizations.Better Collaboration: Dynamics 365 CRM provides a platform for collaboration between different teams within an organization. This helps to improve communication, reduce silos, and ensure that everyone is working towards the same goals.Enhanced Sales Performance: Dynamics 365 CRM provides powerful sales tools, such as sales forecasting, pipeline management, and lead scoring. These tools help sales teams to identify the right opportunities and close deals faster.Better Customer Service: Dynamics 365 CRM provides a range of customer service tools, including case management, knowledge management, and self-service portals. These tools help organizations to provide a better customer experience, resolve issues faster, and reduce customer churn.

Cost: Dynamics 365 CRM can be an expensive solution, particularly for small businesses or organizations with limited budgets. The cost can vary depending on the number of users, the level of customization, and the features needed.Complexity: Dynamics 365 CRM is a complex platform with many features and capabilities, which can make it difficult to use and manage. This can require significant training and technical expertise.Customization: While Dynamics 365 CRM offers a lot of customization options, this can also be a double-edged sword. Customizations can be expensive, time-consuming, and can create compatibility issues when upgrading to new versions of the software.Integration: Integrating Dynamics 365 CRM with other systems or third-party applications can be challenging, especially if there is no out-of-the-box integration available. This can require additional development work and testing to ensure compatibility.Reliance on Microsoft: Dynamics 365 CRM is a proprietary platform developed by Microsoft, which means that organizations using it are dependent on Microsoft for updates, support, and new features. This can create a lack of control over the platform's future development.

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.

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.