MS Dynamics.
March 17, 2025

MS Dynamics.

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

On-Premise

Overall Satisfaction with Microsoft Dynamics 365

In our organization, we provide consulting/ implement Microsoft Dynamics 365 to enhance customer relationship management and streamline operations. It addresses business problems such as data silos and inefficient processes by integrating various functions. Our use case includes the as-is analysis, design of tailored solutions, and benefit case development to ensure alignment with our strategic goals.

Pros

  • The platform aggregates customer data from various sources.
  • Dynamics 365 offers comprehensive financial management tools, including budgeting, forecasting, and real-time financial reporting.
  • Users can quickly log time and expenses associated with projects, providing transparency and facilitating accurate billing.

Cons

  • Complex Navigation.
  • Customization Complexity.
  • Third-Party Integrations.
  • N/A - as we are consultants.
  • Seen good savings on the clients where implemented.
The platform offers a comprehensive suite of features that cater to various business needs, but its complexity can be a barrier for new users. While the interface is visually appealing, navigation can be cumbersome, and some users may find it challenging to access certain functionalities without adequate training.

Do you think Microsoft Dynamics 365 delivers good value for the price?

Yes

Are you happy with Microsoft Dynamics 365's feature set?

Yes

Did Microsoft Dynamics 365 live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Microsoft Dynamics 365 go as expected?

I wasn't involved with the implementation phase

Would you buy Microsoft Dynamics 365 again?

Yes

Microsoft Dynamics 365 is well-suited for organizations needing integrated CRM and ERP solutions - a mid-sized manufacturing company managing sales, inventory, and customer relationships in one platform. It may be less appropriate for small businesses with limited budgets, as its pricing can be a barrier. Additionally, organizations seeking highly specialized industry solutions might find Dynamics 365 lacking specific functionalities compared to niche software tailored for those sectors. Overall, its versatility shines in larger, more complex environments.

Microsoft Dynamics 365 Feature Ratings

6.0
Customer data management / contact management
7
Workflow management
7
Integration with email client (e.g., Outlook or Gmail)
5
Contract management
6
Quote & order management
6
Interaction tracking
5
Channel / partner relationship management
6
5.0
Case management
5
4.0
Lead management
4
6.7
Task management
6
Billing and invoicing management
7
Reporting
7
6.3
Forecasting
6
Pipeline visualization
7
Customizable reports
6
4.8
Custom fields
4
Custom objects
4
Scripting environment
5
API for custom integration
6
7.0
Role-based user permissions
7
Single sign-on capability
7
7.0
Social data
7
Social engagement
7
3.5
Marketing automation
4
Compensation management
3
5.0
Mobile access
5

Comments

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