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Who Uses Dynamics 365?
Office 365's plans can accomodate for households, individuals, or even enterprises.
What Is Dynamics 365?
Microsoft Dynamics is a line of integrated, adaptable business management solutions that enable your people to make important business decisions with greater confidence. Microsoft Dynamics works like and with familiar Microsoft software-easing adoption and reducing the risks inherent with implementing a new solution. These solutions automate and streamline financial, customer relationship, and supply chain processes in a way that can help you drive business success.
Dynamics 365 Details
Microsoft
http://www.microsoft.com
Founded 1975
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Free Version
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Dynamics 365 deployment and support
Support
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Deployment
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- Android (Mobile)
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Training
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Dynamics 365 Features
Billing and Invoicing Software
- API
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Billing & Invoicing
- Billing Portal
- Client Portal
- Contact Database
- Contingency Billing
- Credit Card Processing
- Customizable Branding
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Document Management
- Document Storage
- Dunning Management
- Electronic Payments
- Email Management
- Estimating
- Expense Tracking
- Financial Management
- Hourly Billing
- Invoice Creation
- Invoice History
- Invoice Management
- Invoice Processing
- Mobile Payments
- Multi-Currency
- Online Invoicing
- Online Payments
- Payment Processing
- Project Billing
- Projections
- Purchase Order Management
- Purchasing & Receiving
- Quotes/Estimates
- Real Time Data
- Real Time Reporting
- Recurring/Subscription Billing
- Reminders
- Reporting & Statistics
- Sales Tax Management
- Tax Calculation
- Third Party Integrations
- Time & Expense Tracking
- Timesheet Management
- Workflow Management
Business Budgeting Software
- "What If" Scenarios
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Ad hoc Reporting
- Asset Management
- Billing & Invoicing
- Budget Control
- Budgeting/Forecasting
- Cash Flow Management
- Cash Management
- Chart of accounts
- Collaboration Tools
- Consolidation/Roll-Up
- Customizable Reports
- Dashboard Creation
- Data Import/Export
- Data Visualization
- Drag & Drop
- Expense Management
- Financial Analysis
- Financial Management
- Forecasting
- General Ledger
- Income & Balance Sheet
- Invoice Management
- Multi-Company
- Multi-Currency
- Multi-Department/Project
- Planning Tools
- Profit/Loss Statement
- Projections
- Purchase Order Management
- Real Time Analytics
- Real Time Data
- Real Time Reporting
- Real-time Updates
- Receipt Management
- Reporting & Statistics
- Reporting/Analytics
- Sales Forecasting
- Scenario Planning
- Self-Service Reporting
- Strategic Planning
- Third Party Integrations
- Version Control
- Visual Analytics
- Workflow Management
Business Management Software
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Billing & Invoicing
- CRM
- Calendar Management
- Client Management
- Client Portal
- Contact Management
- Customer Database
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Document Management
- Document Storage
- Drag & Drop
- Electronic Payments
- Email Management
- Employee Management
- Financial Management
- Inventory Management
- Inventory Tracking
- Invoice Management
- Marketing Automation
- Order Management
- Performance Metrics
- Point of Sale (POS)
- Project Management
- Project Time Tracking
- Projections
- Purchase Order Management
- Purchasing & Receiving
- Quotes/Estimates
- Real Time Data
- Real Time Reporting
- Reminders
- Reporting & Statistics
- Scheduling
- Task Management
- Task Scheduling
- Third Party Integrations
- Time & Expense Tracking
- Training Management
- Vendor Management
- Workflow Management
CRM Software
- API
- Activity Dashboard
- Activity Management
- Activity Tracking
- Alerts/Notifications
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Management
- Contact Database
- Contact Management
- Customer Database
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Forecasting
- Interaction Tracking
- Internal Chat Integration
- Lead Capture
- Lead Generation
- Lead Management
- Lead Qualification
- Marketing Automation
- Mobile Access
- Opportunity Management
- Pipeline Management
- Projections
- Quotes/Estimates
- Referral Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Segmentation
- Social Media Integration
- Task Management
- Territory Management
- Third Party Integrations
- Workflow Management
Contact Management Software
- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Batch Processing
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Management
- Collaboration Tools
- Contact Database
- Contact Management
- Customer Database
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Data Synchronization
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Interaction Tracking
- Lead Capture
- Lead Distribution
- Lead Management
- Lead Nurturing
- Opportunity Management
- Pipeline Management
- Pipeline Reports
- Prospecting Tools
- Reminders
- Reporting & Statistics
- Role-Based Permissions
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Search/Filter
- Segmentation
- Shared Contacts
- Social Media Integration
- Tagging
- Task Management
- Template Management
- Third Party Integrations
- Workflow Management
Customer Service Software
- API
- Activity Tracking
- Alerts / Escalation
- Appointment Management
- Auto-Responders
- Calendar Management
- Call Center Management
- Call Routing
- Communication Management
- Contact Database
- Contact Management
- Customer Database
- Customer History
- Customer Segmentation
- Customer Service Analytics
- Customizable Forms
- Customizable Templates
- Data Import/Export
- Drag & Drop
- Email Management
- Employee Management
- Engagement Tracking
- Event Triggered Actions
- Inbox Management
- Knowledge Base Management
- Live Chat
- Multi-Channel Communication
- Multiple User Accounts
- Performance Management
- Performance Metrics
- Queue Management
- Real Time Analytics
- Real Time Monitoring
- Real Time Notifications
- Real Time Reporting
- Real-time Updates
- Reporting & Statistics
- Rules-Based Workflow
- SMS Messaging
- Self Service Portal
- Single Sign On
- Social Media Integration
- Support Ticket Management
- Support Ticket Tracking
- Surveys & Feedback
- Template Management
- Third Party Integrations
- Virtual Assistant
- Voice Mail
- Workflow Management
Dashboard Software
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Ad hoc Analysis
- Ad hoc Query
- Ad hoc Reporting
- Alerts/Notifications
- Charting
- Collaboration Tools
- Customizable Branding
- Customizable Reports
- Customizable Templates
- Customization
- Dashboard Creation
- Data Connectors
- Data Import/Export
- Data Synchronization
- Data Visualization
- Drag & Drop
- Forecasting
- Functions/Calculations
- KPI Monitoring
- Mobile Dashboards
- Monitoring
- Multiple Data Sources
- Performance Metrics
- Predictive Analytics
- Private Dashboards
- Projections
- Public Dashboards
- Real Time Analytics
- Real Time Data
- Real Time Notifications
- Real Time Reporting
- Real-time Updates
- Reporting & Statistics
- Reporting/Analytics
- Sales Trend Analysis
- Scheduled / Automated Reports
- Scorecards
- Search/Filter
- Single Page View
- Single Sign On
- Third Party Integrations
- Trend Analysis
- Visual Analytics
- Website Analytics
- Widgets
- Workflow Management
ERP Systems
- API
- Accounting
- Accounting Integration
- Activity Dashboard
- Bank Reconciliation
- Barcode / Ticket Scanning
- Billing & Invoicing
- Bills of Material
- CRM
- Contract/License Management
- Customer Database
- Customizable Reports
- Distribution Management
- Document Management
- Enterprise Asset Management
- Expense Tracking
- Financial Analysis
- Financial Management
- Forecasting
- General Ledger
- HR Management
- Integrated Business Operations
- Inventory Management
- Inventory Tracking
- Invoice Management
- Invoice Processing
- Manufacturing Planning
- Multi-Currency
- Multi-Location
- Order Management
- Order Processing
- Payroll Management
- Project Management
- Projections
- Purchase Order Management
- Quotes/Estimates
- Real Time Data
- Real Time Reporting
- Reporting & Statistics
- Reporting/Analytics
- Sales Orders
- Shipping Management
- Stock Management
- Supplier Management
- Supply Chain Management
- Task Management
- Third Party Integrations
- Time & Expense Tracking
- Warehouse Management
- Workflow Management
Field Service Management Software
- API
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Billing & Invoicing
- CRM
- Calendar Management
- Contact Database
- Contract/License Management
- Customer Database
- Customer History
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dispatch Management
- Document Storage
- Drag & Drop
- Electronic Signature
- Estimating
- File Storage
- GPS
- Historical Reporting
- Inventory Management
- Inventory Tracking
- Invoice Management
- Job Management
- Job Scheduling
- Job Tracking
- Location Tracking
- Maintenance Scheduling
- Mobile Access
- Online Time Clock
- Payment Collection in the Field
- Quotes/Estimates
- Real Time Data
- Real Time Notifications
- Real Time Reporting
- Real-time Updates
- Reminders
- Reporting & Statistics
- Routing
- Scheduling
- Service History
- Status Tracking
- Task Scheduling
- Third Party Integrations
- Work Order Management
- Workflow Management
Fund Accounting Software
- API
- Accounting
- Accounts Payable
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Asset Management
- Audit Trail
- Bank Reconciliation
- Billing & Invoicing
- Budgeting/Forecasting
- CRM
- Cash Flow Management
- Cash Management
- Charting
- Check Printing
- Collaboration Tools
- Compliance Management
- Customizable Reports
- Customizable Templates
- Donation Tracking
- Donor Management
- Electronic Payments
- Expense Claims
- Expense Tracking
- Financial Analysis
- Financial Management
- Financial Reporting
- Fixed Asset Management
- General Ledger
- Income & Balance Sheet
- Inventory Management
- Inventory Tracking
- Invoice Management
- Invoice Processing
- Mobile Access
- Monitoring
- Multi-Currency
- Partnership Accounting
- Payroll Management
- Purchase Order Management
- Purchasing & Receiving
- Real Time Data
- Real Time Reporting
- Receipt Management
- Recurring/Subscription Billing
- Reporting & Statistics
- Third Party Integrations
- Time & Expense Tracking
Knowledge Base Software
- API
- Alerts/Notifications
- Cataloging/Categorization
- Chatbot
- Collaboration Tools
- Commenting/Notes
- Content Library
- Customizable Branding
- Customizable Templates
- Dashboard
- Document Storage
- Drag & Drop Editor
- Email Alerts
- Feedback Management
- Full Text Search
- Knowledge Management
- Live Chat
- Mobile Alerts
- Mobile Interface
- Multi-Language
- Online Forums
- Pre-built Templates
- Real Time Notifications
- Real Time Reporting
- Reporting & Statistics
- Reporting/Analytics
- Rich Text Editor
- SEO Management
- Self Service Portal
- Social Media Integration
- Templates
- Text Editing
- Third Party Integrations
- User Management
- WYSIWYG Editor
- Web Notifications
- Website Integration
- Widgets
- Wiki
Lead Generation Software
- AB Testing
- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Auto-Responders
- CRM
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Segmentation
- Chat/Messaging
- Contact Database
- Contact Management
- Conversion Rate Optimization
- Conversion Tracking
- Customer Segmentation
- Customizable Branding
- Customizable Templates
- Data Import/Export
- Drag & Drop
- Drip Campaigns
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Engagement Tracking
- Event Triggered Actions
- Forms Management
- Landing Pages/Web Forms
- Lead Capture
- Lead Database Integration
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Segmentation
- Lead Verification/Validation
- Multi-Campaign
- Multi-Channel Marketing
- Pipeline Management
- Prospecting Tools
- Real Time Notifications
- Reporting & Statistics
- Search/Filter
- Social Media Integration
- Template Management
- Third Party Integrations
- Visitor Tracking
- Web Forms
Lead Management Software
- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- CRM
- Calendar Management
- Campaign Analytics
- Campaign Management
- Contact Database
- Contact Management
- Customer Database
- Customer Segmentation
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Forecasting
- Interaction Tracking
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Segmentation
- Monitoring
- Opportunity Management
- Pipeline Management
- Pipeline Reports
- Prospecting Tools
- Real Time Data
- Real Time Notifications
- Reminders
- Reporting & Statistics
- Sales Forecasting
- Sales Reports
- Sales Trend Analysis
- Social Media Integration
- Source Tracking
- Task Management
- Template Management
- Third Party Integrations
- Web Forms
- Workflow Management
Procurement Software
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Audit Management
- Audit Trail
- Bid Management
- Billing & Invoicing
- Budget Control
- Budgeting/Forecasting
- Cataloging/Categorization
- Collaboration Tools
- Compliance Management
- Configurable Workflow
- Contract/License Management
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Document Storage
- ERP
- Fixed Asset Management
- Inventory Management
- Invoice Management
- Invoice Processing
- Multi-Currency
- Order Management
- Order Tracking
- Procurement Management
- Projections
- Purchase Order Management
- Purchasing & Receiving
- Quotes/Estimates
- Real Time Analytics
- Real Time Data
- Real Time Reporting
- Receiving/Putaway Management
- Reporting & Statistics
- Requisition Management
- Search/Filter
- Sourcing Management
- Spend Analysis
- Spend Control
- Spend Management
- Supplier Management
- Third Party Integrations
- Vendor Management
- Workflow Management
Purchasing Software
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Audit Management
- Audit Trail
- Budget Control
- Budgeting/Forecasting
- Cataloging/Categorization
- Compliance Management
- Contract/License Management
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Expense Tracking
- Inventory Management
- Inventory Tracking
- Invoice Management
- Invoice Processing
- Multi-Currency
- Multi-Location
- Order Management
- Order Processing
- Order Tracking
- Procurement Management
- Purchase Order Management
- Purchasing & Receiving
- Purchasing Reports
- Quotes/Estimates
- Real Time Data
- Real Time Reporting
- Receipt Management
- Reporting & Statistics
- Requisition Management
- Search/Filter
- Shipping Management
- Sourcing Management
- Spend Analysis
- Spend Control
- Spend Management
- Supplier Management
- Third Party Integrations
- User Management
- Vendor Management
- Warehouse Management
- Workflow Management
Reporting Tools
- "What If" Scenarios
- API
- Access Controls/Permissions
- Account Reconciliation
- Accounting
- Accounting Integration
- Activity Dashboard
- Alerts/Notifications
- Approval Process Control
- Audit Management
- Audit Trail
- Bank Reconciliation
- Billing & Invoicing
- Budgeting/Forecasting
- Cash Flow Management
- Cash Management
- Compliance Management
- Consolidation/Roll-Up
- Customizable Reports
- Customizable Templates
- Dashboard Creation
- Data Import/Export
- Data Visualization
- ERP
- Electronic Payments
- Expense Tracking
- Financial Analysis
- Financial Management
- Forecasting
- General Ledger
- Income & Balance Sheet
- Invoice Management
- Invoice Processing
- Monitoring
- Multi-Company
- Multi-Currency
- Planning Tools
- Profit/Loss Statement
- Projections
- Purchase Order Management
- Real Time Analytics
- Real Time Data
- Real Time Reporting
- Receipt Management
- Reporting & Statistics
- Reporting/Analytics
- Scenario Planning
- Third Party Integrations
- Visual Analytics
- Workflow Management
Social Media Management Tools
- @mentions
- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Automated Publishing
- Automated Scheduling
- Brand Tracking
- Calendar Management
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Scheduling
- Collaboration Tools
- Commenting/Notes
- Content Management
- Customer Engagement
- Customizable Branding
- Customizable Reports
- Customizable Templates
- Data Visualization
- Drag & Drop
- Engagement Tracking
- Filtering
- Image Library
- Keyword Tracking
- Monitoring
- Multi-Account Management
- Multi-Campaign
- Multi-Channel Management
- Multi-Channel Marketing
- Post Scheduling
- Real Time Analytics
- Real Time Monitoring
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- Sentiment Analysis
- Social Advertising
- Social Media Integration
- Social Media Monitoring
- Social Performance Management
- Social Promotion
- Tagging
- Template Management
- Third Party Integrations
- Trend Analysis
- Visual Analytics
- Workflow Management
Social Media Marketing Tools
- AB Testing
- API
- Activity Dashboard
- Activity Tracking
- Automated Publishing
- Automated Scheduling
- Calendar Management
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Scheduling
- Campaign Segmentation
- Click Tracking
- Commenting/Notes
- Contact Management
- Content Library
- Content Management
- Conversion Tracking
- Customer Segmentation
- Customizable Branding
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Data Visualization
- Drag & Drop
- Email Marketing
- Engagement Tracking
- Image Library
- Keyword Filtering
- Monitoring
- Multi-Account Management
- Multi-Campaign
- Multi-Channel Management
- Multi-Channel Marketing
- Performance Metrics
- Post Scheduling
- Real Time Analytics
- Real Time Data
- Reporting & Statistics
- Reporting/Analytics
- Social Advertising
- Social Media Integration
- Social Media Monitoring
- Social Performance Management
- Social Promotion
- Tagging
- Third Party Integrations
- Trend Analysis
- Visual Analytics
- Workflow Management
Supply Chain Management Software
- API
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Audit Management
- Audit Trail
- Barcode / Ticket Scanning
- Bills of Material
- Compliance Management
- Customizable Reports
- Data Visualization
- Demand Forecasting
- Document Management
- EDI
- Forecasting
- Import/Export Management
- Inventory Management
- Inventory Optimization
- Inventory Replenishment
- Inventory Tracking
- Invoice Management
- Monitoring
- Multi-Channel Management
- Multi-Location
- Order Fulfillment
- Order Management
- Order Tracking
- Procurement Management
- Purchase Order Management
- Purchasing & Receiving
- Quotes/Estimates
- Real Time Analytics
- Real Time Data
- Real Time Monitoring
- Real Time Reporting
- Real-time Updates
- Reporting & Statistics
- Reporting/Analytics
- Returns Management
- Sales & Operations Planning
- Sales Orders
- Shipping Management
- Status Tracking
- Supplier Management
- Supply Chain Management
- Third Party Integrations
- Transportation Management
- Warehouse Management
- Workflow Management
Dynamics 365 Alternatives
More Dynamics 365 alternatives
Dynamics 365 Reviews
Read all reviewsOverall rating
Average score
Ty C.
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Overall Rating
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Ease of Use
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Features & Functionality
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Customer Support
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Value for Money
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Likelihood to Recommend
Alternatives Considered:
- Reviewer Source
- Reviewed on 2019/11/15
"Dynamics in a league of it's own"
Comments: I have tried other CRM's in my career but none of them come close. The future of this product is incredibly bright and the cost to entry is so low that there is no reason not to give it a shot if you think it can help you. The Microsoft account management team will work with you to find the right fit for your needs and set you up for success.
Pros: I have used this software for over 7 years and over those years have seen it grow and improve at a remarkable rate. With the introduction of Flow/Power Automate and Canvas Apps the abilities of this business application stack are unmatched. You are truly only limited by your own imagination. Microsoft provides great account management resources that will help keep you on the cutting edge. From a price perspective, Dynamics is very competitive. What you get out of the box cannot be touched by any competitor namely, Salesforce. You will spend a fortune to get the same utility from a Salesforce implementation. Salesforce and competitors also do not have anything like Azure. Having all of your business application ecosystem under such an umbrella is incredibly powerful.
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.
- Reviewer Source
- Reviewed on 2019/11/15
Faruk A.
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Overall Rating
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Ease of Use
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Features & Functionality
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Customer Support
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Value for Money
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Likelihood to Recommend
- Reviewer Source
- Reviewed on 2020/12/01
"Gets the job done but a little rigid CRM"
Comments: We used Microsoft tools in our entire organization. The best part of getting Dynamics 365 was the easiness of integration. All softwares and online tools work very well altogether. We never had any compatibility issues or we never spent much time to integrate other systems to MS Dynamics 365. Moreover, majority of the other tools we used already had the integration option to it. As a salesperson, I used CRM every single day. I like the contact management. Since I use Office, it was so easy to use email and Skype together on the CRM, and I was able to keep a track of every single action. I was OK to use it but if they could improve the UI, it can be a great tool. They may offer some packages for smaller teams as well.
Pros:
Easy integration with the other tools - even they are not from Microsoft
CRM gets the job done
Easy contract management with DocuSign and MS Drive
CRM structure for the leads and potentials
Customization options
Reports are enough for a regular sales team but it is possible to get custom and advanced reporting
Access management is better than many other CRMs
Cons:
The user interface can be improved
The whole system for CRM is too rigid and not that user friendly like a few other competitors
It is a good solution for large companies but if you have a team less than 50 people, maybe there could be more budget options - of course with less features
- Reviewer Source
- Reviewed on 2020/12/01
Verified Reviewer
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Overall Rating
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Ease of Use
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Features & Functionality
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Customer Support
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Value for Money
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Likelihood to Recommend
- Reviewer Source
- Reviewed on 2021/08/13
"Es muy intuitivo pero tiene muchos fallos"
Comments: No es el mejor. Hay otros muchos más potentes pero también necesitan más recursos.. creo que para un emprendedor o una empresa pequeña es suficiente, para una multinacional o una empresa con muchos empleados no.
Pros: Es un software fácil de usar, es bastante intuitivo y no necesitas un equipo de desarrollo para su uso a largo plazo.
Cons: Uno de los principales inconvenientes es que tiene características aún muy limitadas comparadas con otros CRM y además produce muchos fallos continuamente, sin causa alguna. Otro gran problema es que no tiene un servicio técnico directo tipo chat.
- Reviewer Source
- Reviewed on 2021/08/13
Matthew R.
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Overall Rating
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Value for Money
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Likelihood to Recommend
- Reviewer Source
- Source: SoftwareAdvice
- Reviewed on 2018/03/09
"Unresponsive, unintuitive, bug-riddled"
Comments: I DO NOT recommend this product to ANYONE. The features which work only do so after weeks spent learning the software's bugs and avoiding them. This is not a finished product, and in the two years I have used it not a single issue has been resolved. Have the developers even attempted to use this? I am so far beyond being understanding of this thing's shortfalls, and I hope this is apparent in my review. Give my company a refund so that the money which Microsoft has NOT earned can be distributed to the employees who have spent hours of unproductive time compensating for Microsoft/D365/CRM's shortcomings.
Pros: It promises to deliver a comprehensive client management system, databases information for perusal by its users, and has a lot of potential.
Cons: The user interface is atrocious. Pages which should be full windows are contained in scroll bars in my browser window Tables within these windows are not scaleable and are improperly scaled. This cuts off row lables, column headers, and information which I would like to read but cannot Drop-down menus are not generated automatically Timesheets are sliding-windows nested within sliding-windows nested within sliding windows, all of which are compressed to less than half the height of my screen by an incompressible block of data. Timesheets wipe information without warning. New lines added to timesheets occasionally do not register, do not save, prevent submissions for review, and are undetectable until I close the timesheet, the information I entered is wiped, and I spend an hour trying to discern which portions of my billable (BILLABLE! I work by the hour, time spent on this costs my company money, costs me money by way of lost income earned in performance reviews, blatantly ruins my day, and ruins the fidelity of my timesheets by forcing me to try and back out my work for the day) The TIMER feature in timesheets, a STOPWATCH feature that should be a simple start/stop, cannot properly roll over between hours. If you restart the timer on a line, because (god-forbid) you start a task and the timer, stop the task and a timer, start a new task and a new timer, stop a new task and a timer, and restart the original task and its timer, the thing cannot simply add more time to the original line. No, when it reaches the next hour (1.4 -> 1.9 -> 2.0 -> 2.1 is expected and correct behavior) it just fails entirely, and continues to neglect full hours going forward. (1.4 -> 1.9 -> 0.0 -> 0.9 -> 0.0 -> 0.9 -> 0.0 -> 0.9). This is a baseline thing which i would consider only a slight step up in difficulty from not deleting my activity description (which CRM does frequently) But why am I having to rank timesheet features by difficulty? My company has paid for Dynamics 365 services, and it is functional to the minimum degree. Contact entries cannot be related to more than 3 cases? The "Recent Cases" table on the right is not one table - it's FIVE IDENTICAL TABLES arranged vertically along the right side of the screen. Of these, the top and the bottom entries CANNOT be used, and attempting to associate the Contact to a Case returns an error. The MIDDLE THREE tables only accept ONE ENTRY each - my contact is associated with DOZENS of case files, and I am limited to THREE? This list goes on. This product is awful. This is absolutely awful. DO NOT purchase this product. I am a baseline wage-earner in my company, and am not whatever customer-relations / customization employees Microsoft use to field customer complaints / cater this service, but whatever they are doing is doing done poorly.
- Reviewer Source
- Source: SoftwareAdvice
- Reviewed on 2018/03/09
Lauren S.
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Overall Rating
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Ease of Use
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Features & Functionality
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Customer Support
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Value for MoneyUnrated
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Likelihood to Recommend
- Reviewer Source
- Reviewed on 2021/06/06
"Dynamics was a gamechanger in our organization"
Comments: I am a huge fan of this product, we use BlackDiamond reporting software and it intergrates with Dynamics which has been so helpful.
Pros: This software is perfect for our business - we can easily house client information and track our interactions (phone calls/meeting/emails). We also use the task system for assigning and tracking team workload.
Cons: It can be a little clunky at first - there are a lot of layers when setting up a new client/profile but once you get used to it, it works well. We definitely had some members of the team who struggled at first.
- Reviewer Source
- Reviewed on 2021/06/06
