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.
Who Uses Dynamics 365?
Office 365's plans can accomodate for households, individuals, or even enterprises.
Where can Dynamics 365 be deployed?
Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Windows (On-Premise), Linux (On-Premise), Android (Mobile), iPhone (Mobile)
About the vendor
- by Microsoft
- Located in Middletown, US
- Founded in 1975
- Phone Support
- 24/7 (Live rep)
- Chat
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About the vendor
- by Microsoft
- Located in Middletown, US
- Founded in 1975
- Phone Support
- 24/7 (Live rep)
- Chat
Dynamics 365 videos and images
Compare Dynamics 365 with similar products
Starting price
US$50,00/month
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US$50,00/month
Free Version
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Free Trial
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Dynamics 365 Features
Billing and Invoicing
- 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
Budgeting
- "What If" Scenarios
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Ad hoc Reporting
- Asset Lifecycle 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
- 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
- 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
- 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
- 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
- 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
Enterprise Resource Planning
- 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
- 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
Financial Reporting
- "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
Fund Accounting
- API
- Accounts Payable
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Audit Trail
- Bank Reconciliation
- Billing & Invoicing
- Budgeting/Forecasting
- CRM
- Cash Management
- Chart of accounts
- Check Printing
- Collaboration Tools
- Compliance Management
- Customizable Reports
- Customizable Templates
- Donation Tracking
- Donor Management
- Electronic Payments
- Expense Tracking
- Financial Analysis
- Financial Management
- Financial Reporting
- Fixed Asset Management
- Fund Management
- General Ledger
- Grant Management
- Income & Balance Sheet
- Inventory Tracking
- Invoice Management
- Mobile Access
- Multi-Currency
- Partnership Accounting
- Payroll Management
- Purchasing & Receiving
- Real Time Data
- Real Time Reporting
- Receipt Management
- Recurring Giving
- Reporting & Statistics
- Revenue Recognition
- Tax Management
- Third Party Integrations
- Workflow Management
Knowledge Base
- 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
- 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
- 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
- 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
- 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
Real Estate Accounting
- API
- Accounting
- Accounts Payable
- Accounts Receivable
- Alerts/Notifications
- Billing & Invoicing
- Budgeting/Forecasting
- Cash Flow Analysis
- Commission Management
- Commission Statements
- Contract/License Management
- Dashboard
- Deal Management
- Expense Management
- File Sharing
- Financial Analysis
- Financial Reporting
- For Commercial Real Estate
- For Real Estate
- General Ledger
- Mobile Access
- Multi-Property
- Payroll Management
- Property Management
- Reporting/Analytics
- Tax Management
- Third-Party Integration
- Transaction History
- Transaction Management
- Workflow Management
Sales Tracking
- Access Controls/Permissions
- Activity Dashboard
- Activity/News Feed
- Alerts/Notifications
- Appointment Scheduling
- Assignment Management
- Calendar Management
- Call Logging
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Customizable Branding
- Customizable Reports
- Data Import/Export
- Document Management
- Electronic Signature
- Email Management
- Email Templates
- Event Triggered Actions
- File Sharing
- Goal Setting / Tracking
- Interaction Tracking
- Kanban Board
- Lead Management
- Lead Scoring
- Leaderboards
- Live Chat
- Mobile Access
- Mobile App
- Process/Workflow Automation
- Product Catalog
- Prospecting Tools
- Reminders
- Reporting/Analytics
- Revenue Management
- Sales Pipeline Management
- Search/Filter
- Task Management
- Territory Management
- Third Party Integrations
- Transfers/Routing
Social Media Management
- @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
- 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
- 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
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Ty C.
Lead Business System Analyst in US
Verified LinkedIn User
Paper & Forest Products, 10 000+ Employees
Used the Software for: 2+ years
Reviewer Source
Alternatives Considered:
Dynamics in a league of it's own
5
2 years ago
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.
Verified Reviewer
IT Analyst in US
Verified LinkedIn User
Printing, 51-200 Employees
Used the Software for: 1-5 months
Reviewer Source
Alternatives Considered:
Dynamics 365 for Business
4
4 weeks ago
New
Comments: Overall, Dynamics has left a positive mark on our business. We saw gains in efficiency, sales, profits, and more.
Pros:
This software allowed our company to manage a large variety of customers easily and effectively. This was a great solution that boosted revenue and sales dramatically once we optimized it to fit our business needs.
Cons:
Dynamics 365 integrates strongly with only other Microsoft products. It would be nice to gain some outside functionality that is not natively supported in Dynamics.
Sandra S.
Billing Coordinator in US
Mining & Metals, 11-50 Employees
Used the Software for: Free Trial
Reviewer Source
Difficult to use
3
last month
New
Comments: If there was an option I would stick with Vision.
Pros:
The only thing I like about this software is the expense report management. You can upload your receipts and it will read it automatically.
Cons:
This software is not user friendly. At the beginning I got lost setting up a client then setting up a project and there are way too many steps after that, you are jumping all over the place instead of it being all together. too much time is wasted in setting up the client and the project.
José raúl P.
Business Development Director in Colombia
Verified LinkedIn User
Real Estate, 51-200 Employees
Used the Software for: 2+ years
Reviewer Source
Alternatives Considered:
Great CRM for B2B Businesses
5
3 months ago
Comments: Great CRM software for B2B enterprises
Pros:
customer support, document management capacity, dashboards, and ad-hoc report builder from the setup phase
Cons:
missing integration with other Microsoft products such as Linkedin
Verified Reviewer
IT Manager in Poland
Verified LinkedIn User
Mining & Metals, 201-500 Employees
Used the Software for: 1+ year
Reviewer Source
One software to rule them all.
4
2 months ago
New
Comments: Dynamics 365 is used to manage every aspect of the enterprise. Many users are satisfied with legal requirements, fiscal reporting and ensuring the consistency of processes. The learning curve of the system is quite short, and you can integrate a new employee quite quickly.
Pros:
I really like how it can be extended with additional applications, modifications and integration with other products.
Cons:
Reporting could be more dynamic and user-changeable. Creating or changing reports is least to say inconvenient.
