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Companies of all sizes

About Microsoft Dynamics 365

Accelerate your business growth with Dynamics 365, the next generation of CRM and ERP applications. Unify your data. Get predictive insights. Achieve amazing results. Make smarter decisions. Take actions that drive your business. Find and build stronger relationships. Improve productivity and performance. Get a single view of customers. Find and nurture the right leads. Create connected customer experiences. Stay on top of market trends. Deliver positive customer experiences—faster. Optimize resources and help technicians be more efficient. Reduce operational costs. Redefine your traditional global financial management. Automate processes to increase efficiency. Decrease operational expenses and financial complexities. Move from reactive to predictive operations. Automate and simplify your manufacturing and supply chain management. Maximize the life of your assets. Unify your physical and digital commerce. Build brand loyalty through personal engagement. Exceed customer expectations.

Pricing

Starting Price:
$190 per user per month

Integrations

API:
Yes, Microsoft Dynamics 365 offers API access

Ratings/Reviews - 21 User Reviews

Overall 4.8 / 5
ease 4.6 / 5
features 4.8 / 5
design 4.7 / 5
support 4.7 / 5

Company Information

Microsoft
Founded: 1975
United States
dynamics.microsoft.com

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Product Details

Platforms Supported
SaaS
Windows
Mac
iPhone
iPad
Android
Training
Documentation
Webinars
Support
Business Hours
Online

Microsoft Dynamics 365 Frequently Asked Questions

Q: What kinds of users and organization types does Microsoft Dynamics 365 work with?
Q: What languages does Microsoft Dynamics 365 support in their product?
Q: What kind of support options does Microsoft Dynamics 365 offer?
Q: What other applications or services does Microsoft Dynamics 365 integrate with?
Q: Does Microsoft Dynamics 365 have an API?
Q: Does Microsoft Dynamics 365 have a mobile app?
Q: What type of training does Microsoft Dynamics 365 provide?
Q: How much does Microsoft Dynamics 365 cost?

Microsoft Dynamics 365 Product Features

Billing and Invoicing

Billing Portal
Contact Database
Dunning Management
Payment Processing
Tax Calculator
Contingency Billing
Customer Portal
Customizable Invoices
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Project Billing
Recurring/Subscription Billing
Service Ticket Billing

Budgeting

Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
"What If" Scenarios
Multi-Company
Run Rate Tracking
Version Control

Business Intelligence

Data Analysis
Visual Analytics
Performance Metrics
Strategic Planning
Budgeting & Forecasting
Key Performance Indicators
Profitability Analysis
Dashboard
Ad Hoc Reports
Trend / Problem Indicators
Predictive Analytics
Benchmarking
Natural Language Generation (NLG)

Business Management

CRM
Inventory Management
Marketing Management
Scheduling
Time & Expense Tracking
Billing & Invoicing
Employee Management
Financial Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Training Management
Vendor Management

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Lead Generation

Lead Capture
Lead Database Integration
Prospecting Tools
Contact Discovery
Contact Import/Export
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Visitor Identification

Sales Force Automation

Call Management
Campaign Management
Commission Management
Contact Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
Channel Management
Contract Management

Microsoft Dynamics 365 Additional Categories

  • A Microsoft Dynamics 365 User
    IT Support Specialist
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "The best ERP with bank account reconciliation and Fixed Asset management."

    Posted 2021-03-03

    Pros: Reliable with Fixed Asset management and easy to run depreciation.
    Superb experience with bank account reconciliation.
    Journal entries helps alot with reversal.
    Customization of invoices.

    Cons: Great and best ERP with bank account management and inventory control.

    Overall: Easy to track all items in the company.
    Reliable to integrate all departments together.
    Efficient with running depreciation.
    Quite convenient with bank account reconciliation.

    Read More...
  • A Microsoft Dynamics 365 User
    Credit Analyst
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Very accuracy with financial reporting."

    Posted 2021-02-17

    Pros: Very accurate with reporting on finances of the industry.
    Most convenient with Purchasing and supply.
    Super supportive customer service.

    Cons: Most convenient and very reliable with financial control.

    Overall: Easy to get reports on finances thanks to charts of account.
    Super efficient with payroll management.
    Real-time helps with decision making.

    Read More...
  • Mileydi L.
    Professional in Corporate
    Used the software for: 1-2 Years
    Frequency of Use: Weekly
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Dynamics gives us a high level of service to our customers"

    Posted 2021-01-09

    Pros: Microsoft Dynamics 365 is currently used as the recommended consumer partnership monitoring program in my organization's workplaces where I work. We use it to seamlessly manage consumer information and keep an eye on customers and important sales metrics. This makes it very easy for the superiors in my organization to determine our sales pipelines and also the possible sales targets.

    Cons: Microsoft Dynamics 365 can be done with enhanced intuition for customers. For example, entering information is often a laborious experience for novice users. Its user interface style is not simplified enough for smooth browsing, specifically on web registration pages.

    Overall: Microsoft Dynamics 365 mobile access is typical, at most. It is not the friendliest of mobile apps, and it also has a sorry state of offline configuration. I rely a lot on the support of the individual Dynamics area and I also feel that there was always a solution to all the challenges that I needed to navigate there.

    Read More...
  • A Microsoft Dynamics 365 User
    Sales Representative
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Outstanding ERP with cash management "

    Posted 2020-11-13

    Pros: Efficiency to manage different bank accounts and petty cash in the organization.
    Reporting is perfect and more accurate.
    Reliable with inventory control.

    Cons: Great ERP and efficient with inventory control and its easy to customize.

    Overall: Best experience and effortless with marketing by integration with CRM.
    Great with financial reporting and cash management.
    Easy to do inventory control and helps to get stock reports.

    Read More...
  • Kimberley B.
    Business Analyst
    Used the software for: 6-12 Months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Microsoft Dynamics 365 in Apparel Industry"

    Posted 2020-11-11

    Pros: We have succeeded to connect and personalize all retail experiences in every channel with Microsoft Dynamics 365.

    Cons: Web API enhancements are a bit contradicting to use.

    Overall: Overall, Microsoft Dynamics 365 has reduced administrative obligations since it fills lead data automatically.

    Read More...
  • Bliss C.
    Director of Sales
    Used the software for: 1-2 Years
    Frequency of Use: Weekly
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Microsoft Dynamics 365"

    Posted 2020-11-11

    Pros: With Microsoft Dynamics 365, i am able to store and access data in a centralized location.
    It has been easy to automate sales and marketing.

    Cons: It was overwhelming to customize features available on this program, but we partnered with a third-party consultant, which handled the implementation strategy.

    Overall: Overall, Microsoft Dynamics 365 has allowed me to track and analyze conversations about the company brand, thus improving clients insights.

    Read More...
  • Kaganjo R.
    Credit Management Senior Analyst
    Used the software for: 1-2 Years
    Frequency of Use: Weekly
    User Role: User
    Company Size: 1,000 - 4,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Microsoft Dynamics 365 Review"

    Posted 2020-11-10

    Pros: With Microsoft Dynamics 365 we have been able to automate workflows, sales among other vital business procedures.

    Cons: Initially, it was hectic to customize Microsoft Dynamics 365.

    Overall: Overall, we have relished a lot since productivity has advanced as team are able to automate 90% of their daily chores.

    Read More...
  • Jim H.
    Senior CRM Developer
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: Administrator, Deployment
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Great Software if Configured Properly"

    Posted 2020-10-27

    Pros: Lots of functionality, ability to integrate with anything, very scalable, easy to use when it's configured properly, vastly improves efficiency, good reporting capability, easy to make changes to forms, views, etc.

    Cons: Need to have an experienced, expensive team to implement it. Buggy when they release updates.

    Overall: Having been a D365/Dynamics CRM consultant for almost 15 years, you're going to get what you pay for in regards to implementation. It's extraordinarily important to have competent people help gather requirements, design, and implement this in order to get good value and maximum user acceptance out of it. When it's implemented well, it's a huge efficiency driver and offers vast reporting capabilities to managers. When it's implemented poorly, it's a bloated, tedious mess that ends up being more of a burden than anything.

    Read More...
  • Kevin T.
    Support Engineer
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: Administrator, Deployment
    Company Size: 10,000 - 19,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Review as Support Engineer"

    Posted 2020-10-27

    Pros: Once you get used to where customizations are, there's a lot you can do with it. Integration with Outlook and Sharepoint is useful. Ability to spin up multiple testing environment for development is useful for QA.

    Cons: Solution dependencies can be a problem. Documentation can be not as useful at times. Licensing through third-party can be confusing and need to keep up to date with license model. Its complexity can sometimes mean getting the right support can be difficult at times. When using customizations, one must be careful when making infinite updates as that may cause a huge backlog that is difficult to remove excess automation jobs.

    Overall: Positive, but can continue improving. Unified Interface now has uniform behavior between mobile and PC interface. Has many layers of customization if you are into it.

    Read More...
  • A Microsoft Dynamics 365 User
    Service Engineer
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 20,000 or More
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Excellent tool for ERP and CRM"

    Posted 2020-08-24

    Pros: Microsoft Dynamics 365 is a cloud based ERP tool that also doubles as a CRM - Customer relationship management tool. It features intelligent virtual agents which provide a great experience to customers via multiple channels. It provides integration with other Office products and Linked In as well.

    Cons: The mobile apps provided are pretty limited and needs major update to be useful.

    Overall: Overall Dynamics 365 from Microsoft is a great ERP cum CRM tool which is cloud based and part of Office 365 providing a range of useful features and a flexible pricing model.

    Read More...
  • A Microsoft Dynamics 365 User
    Marketer
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "A highly cost effective CRM when compared to competition"

    Posted 2020-08-15

    Pros: - The ease of implementation is really great. You can get everything that Salesforce can give you at the fraction of the effort.
    - Highly customizable and flexible.
    - The entire Azure ecosystem makes it better than anything else in the competition.

    Cons: - No major cons except that a better support can be provided.

    Overall: If you're ever going to build a large business, you will definitely need a CRM to take care of a lot of things, the CRM apps industry is ripe with options but Microsoft Dynamics, with its entire Microsoft ecosystem is an excellent solution.

    Read More...
  • Swapnan R.
    Marketer
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "It is a cloud based business application platform which is effective with productivity and artificial intelligence. "

    Posted 2020-07-21

    Pros: It is user friendly and easy to customize.
    It is very efficient in tracking of sales, billing and marketing.
    It is very effective in storing of customer data hence allows followup history.

    Cons: It help combines components of customer relationship management and enterprise planning and so far there is no any difficult while using it. Perfect.

    Overall: It easily enriches user experience which will enable employees to complete task anytime anywhere.
    It allows team collaboration without without having to switch applications.
    It allows user to effectively manage sales orders.

    Read More...
  • A Microsoft Dynamics 365 User
    Computer specialist
    Used the software for: 1-2 Years
    Frequency of Use: Yearly
    User Role: User
    Company Size: 500 - 999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Microsoft Dynamics: The great CRM tool with a lot of potential."

    Edited 2020-07-21

    Pros: Great automation features.
    Easy to customize and integrate.
    Strong ecosystem of apps and support.
    Users friendly.

    Cons: It does not thread email conversation.
    Can be slow at times considered to how much data it may contain.

    Overall: It has a great task management for appointments email tracking and notes hence doing a great job integrating with other applications.

    Read More...
  • A Microsoft Dynamics 365 User
    Accountant
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Great CRM with improving sales"

    Posted 2020-07-18

    Pros: Helps and more effective with improving sales.
    Reliable with content management.
    Great customer service.

    Cons: Reliable with improving customer service and ease of use.

    Overall: Improved customer service.
    Reliable with content management and user friendly.
    Helps with improving business process.

    Read More...
  • A Microsoft Dynamics 365 User
    Data Clerk
    Used the software for: 1-2 Years
    Frequency of Use: Weekly
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "It's dynamic and flexible with customization"

    Posted 2020-07-16

    Pros: It's flexible with customization with needs of our business.

    Great CRM with content management and cost effective.

    Impressive with improving our business process.

    Cons: Great CRM which is cost effective and ease of use.

    Overall: Improved business process.

    It's extremely customizable software to use.

    Promotes the sales and it's very cost effective.

    Read More...
  • A Microsoft Dynamics 365 User
    field officer
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Great experience with financial accounting."

    Posted 2020-07-09

    Pros: Great with inventory control with ability to check the stock balance whenever i want.
    It's very easy to personalize and customize.
    Configuration is very simple.

    Cons: For now i got no challenges for it was effective with financial management.

    Overall: Love how it's easy with installation on the cloud and on the premises.
    Reliable with financial management and easy with great charts of accounts.
    User interface is good.

    Read More...
  • A Microsoft Dynamics 365 User
    Budget Consultant
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Intergration with Outlook is reliable for promoting sales"

    Posted 2020-07-08

    Pros: Easy to integrate with Outlook which helps to promote sales.
    More affordable to use.
    Effective with customization to suit our business

    Cons: Easily customizable software to suit our business.

    Overall: Great with responsive customer support.
    Excellent with customization which makes it effective for business.
    Great with reliability with improving sales

    Read More...
  • A Microsoft Dynamics 365 User
    Field Officer
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Customizable interface and excellent sales and marketing module"

    Posted 2020-07-07

    Pros: Its affordable software and easy to customize.
    Effective for improving sales through tracking the leads and opportunities.
    Reliable customer support.
    Nice user interface.

    Cons: Its great software which is customizable to suit any business needs.

    Overall: User friendly customer support.
    Reliable with improving sales within the business.
    Extremely customizable modules to suit our business.

    Read More...
  • A Microsoft Dynamics 365 User
    Customer support
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "The best with inventory control and financial management"

    Posted 2020-07-07

    Pros: It's extremely customizable ERP to use.
    Reliable with inventory control.
    Effective with receivable and payables accounts.

    Cons: Great ERP although might be expensive for small business

    Overall: It's helps with intergrating all departments of a company together making decisions making easy.
    Perfect with inventory control and easy track all items.
    Reliable software with invoicing

    Read More...
  • A Microsoft Dynamics 365 User
    Procurement Officer
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Integrates all departments together using a single database source"

    Posted 2020-07-06

    Pros: Great customer service.

    Integrates all departments together using a single database source.

    Cloud based access of information makes access simple.

    The best ERP which makes decision making easy

    Cons: Great customer support but its might be expensive for small business.

    Overall: Great customer support and user friendly.

    Reliable with integrating all departments together using a single database source.

    Effective with financial and inventory management.

    Read More...