About Dynamics 365

Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools. Dynamics 365 offers a range of tools for sales, customer service, field service management, talent acquisition, finance and operations, retail, project service automation, marketing, artificial intelligence, mixed reality, and more.

With Microsoft Dynamics 365 businesses can unify their operations, projects, workflows, and tasks in one centralized platform in order to aid decision making, build relationships with customers, and operate efficiently. The individual applications within Microsoft Dynamics 365 can be used as standalone products, combine with one another, or integrated with a wide range of external business systems in order to provide a completely customized solution. The platform integrates with third party applications such as Ameyo, Salesforce, DocuSign, PandaDoc, ADP, Gainsight, Tacton CPQ, and more. Dynamics 365’s artificial intelligence (AI) and mixed reality facilitate intelligent decision making and scenario planning in a modern way.

Pricing starting from:

US$50.00/month

  • Free Version
  • Free Trial
  • Subscription

Devices

Business size

S M L

Markets

Australia, Brazil, Canada, China, Germany, United Kingdom, India, Japan, Mexico, United States

Supported Languages

Arabic, Chinese, Czech, Danish, Dutch, English, Finnish, French, German, Hebrew, Hungarian, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Thai, Turkish, zh-hant

Pricing starting from:

US$50.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Dynamics 365 Software - Microsoft Dynamics 365 sales opportunity tracking
Dynamics 365 Software - Microsoft Dynamics 365 finance and operations reports
Dynamics 365 Software - Microsoft Dynamics 365 omnichannel customer service
Dynamics 365 Software - Microsoft Dynamics 365 dynamic marketing workflows
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Dynamics 365 Software - Microsoft Dynamics 365 sales opportunity tracking
Dynamics 365 Software - Microsoft Dynamics 365 finance and operations reports
Dynamics 365 Software - Microsoft Dynamics 365 omnichannel customer service
Dynamics 365 Software - Microsoft Dynamics 365 dynamic marketing workflows

Features

Total features of Dynamics 365: 112

  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Asset Lifecycle Management
  • Bank Reconciliation
  • Billing & Invoicing
  • Budgeting/Forecasting
  • CRM
  • Calendar Management
  • Calendar/Reminder System
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Cash Management
  • Chat/Messaging
  • Collaboration Tools
  • Compliance Management
  • Consolidation/Roll-Up
  • Contact Database
  • Contact Management
  • Content Management
  • Conversion Tracking
  • Core Accounting
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customisable Branding
  • Customisable Templates
  • Dashboard Creation
  • Data Connectors
  • Data Import/Export
  • Data Visualisation
  • Dispatch Management
  • Document Management
  • Document Storage
  • Email Management
  • Email Marketing
  • Email Templates
  • Employee Management
  • Expense Claims
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • Fixed Asset Management
  • For Small Businesses
  • For iPad Devices
  • Forecasting
  • General Ledger
  • HR Management
  • Income & Balance Sheet
  • Integrated Business Operations
  • Interaction Tracking
  • Internal Chat Integration
  • Inventory Management
  • Invoice Creation
  • Invoice Processing
  • KPI Monitoring
  • Knowledge Base Management
  • Knowledge Management
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Maintenance Scheduling
  • Marketing Automation
  • Mobile Access
  • Mobile App
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Currency
  • Multi-Department/Project
  • Online Invoicing
  • Payroll Management
  • Performance Metrics
  • Pipeline Management
  • Point of Sale (POS)
  • Profit/Loss Statement
  • Project Management
  • Prospecting Tools
  • Purchase Order Management
  • ROI Tracking
  • Reporting & Statistics
  • Reporting/Analytics
  • Requisition Management
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search/Filter
  • Self Service Portal
  • Single Page View
  • Spend Management
  • Status Tracking
  • Supplier Management
  • Supply Chain Management
  • Support Ticket Management
  • Task Management
  • Task Scheduling
  • Third Party Integrations
  • Time & Expense Tracking
  • Training Management
  • Trend Analysis
  • Visual Analytics
  • Warehouse Management
  • Work Order Management
  • Workflow Management

Alternatives

Salesforce Sales Cloud

4.4
#1 Alternative to Dynamics 365
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud...

SAP Business One

4.2
#2 Alternative to Dynamics 365
Enterprise resource planning software for SMEs. Manage every aspect of your small or midsize business with SAP Business...

HubSpot CRM

4.5
#3 Alternative to Dynamics 365
Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging...

Zoho CRM

4.3
#4 Alternative to Dynamics 365
Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close...

Reviews

Overall rating

4.3 /5
(4,295)
Value for Money
4.1/5
Features
4.3/5
Ease of Use
4.0/5
Customer Support
4.2/5

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Showing 5 reviews of 4,295
Mayre W.
Overall rating
  • Industry: Computer Software
  • Company size: 201-500 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

I give points to its ability to mold, due to its dynamism at any level of complexity.

Reviewed on 19/03/2022

We have made the most of this product by using it together with an ERP, and in general Dynamics has...

We have made the most of this product by using it together with an ERP, and in general Dynamics has been vital for tracking prospects and generating and organizing reports; maintaining order and productivity is not easy, but thanks to this type of tools there is always a solution.

Pros

I like the Fast Track team from Microsoft, the support they offer after sales has been very helpful. Plus it really listens to its customers, solving particular needs.
I like having order by being able to gather customers in one place, sending mass notifications, a complete overview, and a good perspective of projects in the portfolio makes taking more accurate and safe directions. This CRM product from Microsoft has definitely raised the potential and will surely be a tool included for the future planning of our goals. Among other benefits it saves me time and also headaches with so many spreadsheets every day, there is less confusion and information is not lost.

Cons

1 The internal dashboards take a long time to load, this is an aspect that bothers me sometimes.
2 I consider this a minor flaw, the user interface needs to be modernized.

James U.
Overall rating
  • Industry: Accounting
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Microsoft Dynamics 365 Review

Reviewed on 18/04/2022

What our organization's overall experience is that all marketing campaign leads are assigned to...

What our organization's overall experience is that all marketing campaign leads are assigned to salespeople who access Microsoft Dynamics CRM and then track and convert them into sales.
Also used for services, indices are active until closed by the server. From lead generation to lead acquisition, everything is managed in Microsoft Dynamics CRM.

Pros

The completely offline features are what we loved for our Field Service. RESCO's flagship product offers plenty of flexibility and advanced functionality. But in general, it's a good way to empower workers in this space to provide mobility and be able to view tasks, customer records, contact information, and so on completely offline.

Cons

The product is not ready for release. The development suffers from system malfunctions and important features were removed from the release and roadmap without warning. I was also surprised to ignore non-US international regulatory requirements (currency exchange and management, existing ISO standards, VAT requirements). But what surprised me the most was Microsoft's general ignorance and lack of accountability. Despite many requests, I haven't spoken to anyone who can actually talk about product direction and roadmap. I was sandwiched between disconnected dev teams fixing a critical bug, but they don't seem to be talking to each other.

Alternatives Considered

InfoFlo

Reasons for Switching to Dynamics 365

This software features exceptional performance more than other software programs we have tried. The software has been hierarchical. Since the beginning of the year, one of my employees was not reliable with InfoFlo, but with this software he has improved his proficiency 75%. My favorite thing is that it's easy to use it and gives more value to my money from other software programs. There are many features that other software programs do not address.
Shaibu P.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

A Comprehensive Review of Dynamics 365: What You Need to Know.

Reviewed on 19/03/2022

I have been using Dynamics 365 for a while now and it has been a great experience. I love the fact...

I have been using Dynamics 365 for a while now and it has been a great experience. I love the fact that I can access my data from anywhere and that the system is so user-friendly. The support team is also very helpful and always available to help with any queries that I may have. Overall, I would highly recommend Dynamics 365 to anyone looking for a great CRM system.

Pros

There are many great things about Dynamics 365, but one of the best features is the ability to customize it to fit your business needs. You can configure Dynamics 365 to work the way you want it to, which makes it a very powerful tool. Additionally, because Dynamics 365 is cloud-based, you can access it from anywhere at any time. This makes it a convenient option for business owners who need to stay connected while on the go.

Cons

The Dynamics 365 interface can be overwhelming at first. It's not always clear what each icon means or how to access certain functions. Additionally, some of the language can be difficult to understand for people who are not familiar with business software.

I also didn't like the way that some of the reports were formatted. It was difficult to find the information that I needed and to export it into a usable format.

Lauren S.
Overall rating
  • Industry: Financial Services
  • Company size: 201-500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 5.0 /10

Dynamics User - Financial Planning Company

Reviewed on 01/04/2022

Overall, I love using the tool, it helps me stay organized with clients and I love that task system...

Overall, I love using the tool, it helps me stay organized with clients and I love that task system for recurring monthly/quarterly/annual items.

Pros

I like that this software integrates with other Microsoft products - for example it allows us to save emails with the client of a button in Outlook. We were also able to have the software connect with an outside reporting tool so it has really added to consistency and productivity across the organization when it comes to managing clients, client meetings and overall tracking of activity and tasks.

Cons

I felt the that software has a bit of a learning curve and was not as easily adopting as other tools - we received training, I just feel that the interface is not as intuitive as others but once you get the hang of it, it works great.

Craig S.
Overall rating
  • Industry: Computer Software
  • Company size: 5,001-10,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Enterprise capable

Reviewed on 08/04/2022

Pros

We spent a year building and configuring our instance. Our team has been able to build a platform that helps our business serve thousands of customers daily and allows the MIE teams to pull meaningful data on each of these activities.

Cons

It would have to be the library of tools, not included in the license of dynamics. Other apps were needed in addition to the dynamics app. Share point, power bi ect..

Alternatives Considered

Salesforce Sales Cloud

Reasons for Switching to Dynamics 365

Our previous technology stack was based in an older version of dynamics, it was assumed that the migration would be less complex if stayed within the Microsoft ecosystem.
Showing 5 reviews of 4,295 Read all reviews

Dynamics 365 FAQs

Below are some frequently asked questions for Dynamics 365.

Dynamics 365 offers the following pricing plans:

  • Starting from: US$50.00/month
  • Pricing model: Subscription
  • Free Trial: Available

Customer Insights: From $1500 Per tenant/month Customer Voice: From $200 per tenant/month Sales Professional: $65 per user/month Sales Enterprise: $95 per user/month Sales Premium: $135 per user/month Microsoft Relationship Sales: $162 per user/month Please contact Microsoft for further pricing details.

Dynamics 365 has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+

Dynamics 365 supports the following languages:

Arabic, Chinese, Czech, Danish, Dutch, English, Finnish, French, German, Hebrew, Hungarian, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Thai, Turkish, zh-hant

Dynamics 365 supports the following devices:

Android (Mobile), iPhone (Mobile)

Dynamics 365 integrates with the following applications:

ADP Workforce Now, Adobe Sign, Ameyo, Apttus Contract Management, AskNicely, Campaign Monitor, DocuSign, Five9, Gainsight CS, InsideView, Lattice Engines, LinkedIn for Business, Microsoft Excel, Microsoft Outlook, Microsoft Project, Microsoft SharePoint, PROS Smart CPQ, PandaDoc, Salesforce Sales Cloud, Sana Commerce, Soft4RealEstate, Tacton CPQ, signNow

Dynamics 365 offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

Related categories

See all software categories found for Dynamics 365.