Dynamics 365 Sales Reviews

Amy D.Commercial Integration Manager

4.5

The upside of using D365 is that you can capture your sales forecast, add notes and attach documents all in one place. Review collected by and hosted on G2.com.

Siddharth N.Technical Reviewer

3.5

-Intergration with other apps also work decently. Review collected by and hosted on G2.com.

Em S.Mid-Market(51-1000 emp.)

2.5

I like that I can navigate to the entire customer profile and see a snap shot of all activity/ account details Review collected by and hosted on G2.com.

Verified User in Marketing and AdvertisingSmall-Business(50 or fewer emp.)

0.0

Everything. It is not a good CRM, I have used over 10 CRMs and this one is the worst. So many fields to fill out, so many tabs to click on. I just want to sell. Review collected by and hosted on G2.com.

Verified User in Government AdministrationSmall-Business(50 or fewer emp.)

0.0

One of the worst user experiences out there, not intuitive at all. It's one of the most clunky and unnecessarily complicated pieces of software out there. Review collected by and hosted on G2.com.

Lisa S.Account Manager

0.0

It really is poor. Losing customer information all the time when leads dont transfer across. Its always being updated and theres always a ticket logged with IT for some other issue. Review collected by and hosted on G2.com.

Anonymous ReviewerAutomotive

5.0

No Comments

kumar s.Computer Software

5.0

No Comments

Alioune D.Financial Services

5.0

I haven't found anything that I have a problem with yet

Anonymous ReviewerComputer Software

1.0

No Comments

Jeff S.Staffing and Recruiting

1.0

Overall not great, but what was most disturbing was discovering that when we made our decision to move to another ATS, we were not given our data in a free back-up file like every other ATS provider does. It was made clear that We Owned the Data, but we had to extract if ourselves. Not having the IT expertise to do so, we needed to contract with Microsoft Partners to get that data for us. The first partner was unsuccessful in getting our data. Ultimately the second partner was successful, but it cost us close to $10,000 to get what should have been provided to us free of charge. We were also required to subscribe for another year to their service so we would have time to have someone get our data, which took close to two months. As a result we were forced to use an ATS system for an additional year beyond what we had hoped. We were also not allowed to escalate our concerns about this process.

steve k.Accounting

1.0

No Comments

Jennifer ManteufelApplication Systems Administrator III

10.0

CRM is used across 75% of our organization to manage and track interactions with our clients. CRM is our source of truth for client communications and interactions allowing all users to know what is happening in the care and maintenance of our clients needs. We track leads all the way through sales into clients and subsequent sales to existing clients with processes througout the system. Utilizing the many features built into CRM as well as custominzing the system to meet the needs or our company.
Workflows for automating processes that were once manual. Giving a full and comprehensive view of where the client is at any particular time. Allowing our users to collaborate on clients giving the best service possible. Highly customizable to meet the needs of our specific industry and company.

Moshe RaabDirector of Software Development

10.0

We are using Microsoft Dynamics CRM to manage leads, opportunities and accounts.

Verified UserProject Manager

10.0

Dynamics 365 is being used to manage our direct customer base as well as that of our wholesalers and resellers globally. It is what drives sales, service, support, invoicing, and reporting, as well as wholesale/resale web portals and customer web portals. Dynamics 365 is at the center of our business and drives the delivery, management, and support of our product to our customers.
Works out of the box. Supports a wide variety of customization to support any business. Easy to customize and integrate. Reliable performance that does not require a lot of IT resources even with an on-premise deployment. On-premise versus online deployment options. Internet-facing deployment is available. Strong ecosystem of apps and support.

Verified UserProfessional

1.0

The PM group made the decision to go with Dynamics for timekeeping and didn't do user testing. There was a mild revolt. Dynamics seems to be very robust, but it's not designed as a timekeeping tool, so the one purpose it had for us it failed spectacularly. Not sure if it was a slick sales job or what, but it was a terrible move for us.
For us, a spreadsheet was preferable to enter time over Dynamics. To start, post login it took about 7 clicks to get to the time entry area, and once there it was configured badly for the average user. It doesn't default to grid view (like Outlook calendars) so you have to AGAIN click to get into a usable format. It has a horrible use of real estate on the screen. Taking up the whole screen but 2/3 is white space.

Jeff SmithOwner

1.0

We used Microsoft Dynamics 365 as our Applicant Tracking/Employment Management System. We add candidates and clients to the database and track activities relative to candidates in the pipeline for a job being recruited for, client information about their company, and jobs they need us to fill.

Verified UserEmployee

1.0

It is being using to manage our customers.
Microsoft Dynamics is littered with critical technical issues. We have been having continuous issues with data deleting itself without our consent or any forewarning. This has cost our company considerable time and money and loss of data. Their support is horrible. They are difficult to get hold off and you get thrown around many Microsoft departments and no one knows anything about Microsoft Dynamics specifically. From my experience I believe there are only 2-3 actual technical support operators in the Asia Pacific region and this is for Microsoft's flagship CRM product. There's also very little compatibility with other modern cloud platforms like Zendesk and MailChimp. The software is slow and it feels like it is normal operating system software working through a cloud connector rather than software written for the cloud.

Thomas K.Quality Assurance

4.0

Overall: It is a powerful tool that offers a valuable solution for managing various business process, despite some challenges related to implementation and cost. Due to its friendly user interface and training the learning curve makes users get up speed on how to make use of it.

Ajay S.Verified LinkedIn UserRecruitment Manager

4.0

Overall: My overall experience with Dynamics 365 has been positive due to its robust integration with Microsoft tools, flexibility in customization, and powerful automation capabilities, though it's sometimes hindered by a steep learning curve and complex configurations.

Sebastian P.Verified LinkedIn UserChief Marketing and Customer Experience Officer

5.0

Overall: In my experience, Dynamics 365 has provided a comprehensive solution for all my specific business management tasks, including sales, customer service, marketing, and maintenance. It has optimized and improved the efficiency of all processes within each area.

Christina P.Coordinator

4.0

Overall: Overall I am very satisfied with the Dynamics 365 products, they make work life easier, no doubt they are used by many organisations.

Linus D.Marketing Director

5.0

Overall: Dynamics 365 has captured multiple operational needs for companies, and this improves the sales and revenue

David M.Owner

3.0

Overall: It was an overall positive experience but lacking a bit