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

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premise

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, Traditional Chinese, Turkish

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: 113

  • Activity Dashboard
  • 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
  • Commission Management
  • Compliance Management
  • Consolidation/Roll-Up
  • Contact Database
  • Contact Management
  • Content Management
  • Conversion Tracking
  • Core Accounting
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customizable Branding
  • Customizable Templates
  • Dashboard Creation
  • Data Connectors
  • Data Import/Export
  • Data Visualization
  • 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 Insurance Industry
  • For Small Businesses
  • For iPad Devices
  • Forecasting
  • Fund Management
  • 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
  • Remote Access/Control
  • 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

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UpKeep

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Reviews

Overall rating

4.3 /5
(4,716)
Value for Money
4.1/5
Features
4.3/5
Ease of Use
4.1/5
Customer Support
4.2/5

Already have Dynamics 365?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 4,716
Florwin
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 10.0 /10

D365 Crm

Reviewed on 14/12/2022

Pros

I have been using this product for real estate projects and this is highly recommended especially on tracking sales and house units.

Cons

There is none. I can say that this software is good.

Farhan
Overall rating
  • Industry: Information Technology & Services
  • 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 9.0 /10

D365 review

Reviewed on 09/01/2023

Overall i am satisfied with the product and allows for easy integration

Overall i am satisfied with the product and allows for easy integration

Pros

D365 is easy to use and customize. More importantly it is extremely easy to integrate it with rest of the MIcrosoft suite

Cons

The access to the API object is not as straight forward as with SFDC

Fabio
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 51-200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 6.0 /10

Not the best CRM on the market

Reviewed on 13/01/2023

Pros

Robust and complete, but very difficult to operationalize.

Cons

Extremely plastered. Customizations are very difficult to do. There is no way to distribute leads automatically by a pre-established rule.

Gustaf
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Best integrated CRM system

Reviewed on 07/11/2022

Easy to use, easy to use where you are, if it is in Outlook or on a mobile device. Also enables...

Easy to use, easy to use where you are, if it is in Outlook or on a mobile device. Also enables integrations on both no-/low-code perspectives as with complex code-based integrations and customizations. There are only a few things this system cannot really do, and in those cases, it probably shouldn't anyway.

Pros

As no systems are islands anymore, selecting a system that is in the heart of Microsoft's strategy enables integrations to many common systems like Office 365, datalakes, Power BI, e-signature solutions etc. with small effort. The power of the underlaying Power Platform and also the rest of the Microsoft stack makes it incredibly powerful.

Cons

Licensing is a bit complex and hard to understand.

Reasons for Switching to Dynamics 365

It is so much easier to adapt to the business and enable digitilization with the underlying Power Platform to a level that none of the above can do.
Dheeraj
Overall rating
  • Industry: Staffing & Recruiting
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

An efficient tool for handling sales data with only one click for all salespeople

Reviewed on 02/01/2023

As a CRM, it has greatly aided us in controlling our sales pipelines and in maintaining the...

As a CRM, it has greatly aided us in controlling our sales pipelines and in maintaining the accuracy of our previous data. With Dynamics, we can properly arrange and categorize our leads according to the greatest importance. provides a platform for all CSRs to work on, making the whole process streamlined, transparent, and effective. Additionally, I can complete call reports or opportunities right away following customer visits, which saves me a tonne of time.

Pros

The range of customization Dynamics offers really impresses me. Because of this, businesses may reproduce intricate and specialized business processes in the system due to its high degree of customizability. You don't need need to be linked to the server via the workplace network, making it highly accessible from anywhere and quite easy to explore. It is always looking for developers to spend their time and money creating features that are already included in other platforms. streamlines the pipeline, enables me to keep track of the information and activities of my teams, and enables me to create reports on my own.

Cons

When compared to other CRMs like Zoho and Hubspot, it is quite pricey and first very difficult to set up. The existing method of solution deployment is far too intricate and prone to mistakes. The least useful aspect is how challenging it may be to use, especially the first few times, while pulling enormous reports. Looking forward to it becoming faster

Showing 5 reviews of 4,716 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, 1,001-5,000

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, Traditional Chinese, Turkish

Dynamics 365 supports the following devices:

Android (Mobile), iPhone (Mobile)

Dynamics 365 integrates with the following applications:

ADP Workforce Now, Adobe Acrobat 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, SOFT4RealEstate, Salesforce Sales Cloud, Sana Commerce, 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.