Microsoft Dynamics 365

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Dynamics 365 is a cloud-based enterprise resource planning (ERP) software. The system is designed for collaboration where users can interact in Yammer and can quickly add colleagues to projects and meetings.

Vendor Details:

  • Microsoft
  • dynamics.microsoft.com
  • 2016
  • United States

Key Metrics of Dynamics 365

Cloud-based customer relations management solution Microsoft dynamics is essentially a repackaged version of the former Dynamics CRM Online tool, which was broken down into individual applications. What’s new is that Microsoft Dynamics is highly-customizable, with the product sporting two applications–PowerApps and Flow. With PowerApps, you can create mobile applications while workflow engine Flow can run with third-party applications.

Vast Number of Tools

Microsoft Dynamics 365 is composed of integrated tools that allow businesses to do tasks that include lead tracking, field service automation, increase sales, and improve mobile device operations and cloud-based business apps. The product has a plethora of features that can help improve your sales, financial management, customer service and overall operations. These tools can be deployed individually or as a total suite, working together or as part of a total solution.

The product has a wide variety of applications that support iOS, Android and Windows Phone devices. These can be availed of online so that you can go on with your work even in the absence of an Internet connection, however, data are automatically synced once connection has been reestablished.

Great Mobile App

Microsoft Dynamics 365’s mobile app has been greatly enhanced, providing a more personalized workspace, to help you to quickly complete tasks. It also provides a priority list that helps you understand the urgency of any task. The UI of the dashboard is inituitive and requires minimal scrolling from the users end. Users can also take notes while viewing details using the software in-line forms. You may also integrate your device with the app, which will give it access to your device’s camera and other features.



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Pricing

Dynamics 365 Plan

From $210/user per month

  • Finance and Operations
  • Retail
  • Talent
  • Sales
  • Customer Service
  • Project Service Automation
  • Field Service
  • Microsoft Social Engagement
  • PowerApps

Additional users:

  • Team Members – $8/user per month
  • Operations Activity – From $50/user per month
  • Operations Devices – From $75/device per month

Unified Operations Plan

From $190/user per month

  • Finance and Operations
  • Retail
  • Talent
  • PowerApps

Additional users:

  • Team Members – $8/user per month
  • Operations Activity – From $50/user per month
  • Operations Devices – From $75/device per month

Customer Engagement Plan

$115/user per month

  • Sales
  • Customer Service
  • Project Service Automation
  • Field Service
  • Microsoft Social Engagement
  • PowerApps

Additional users:

  • Team Members – $8/user per month

Applications and Offers

From $40 to $170/user per month

  • Retail
  • Talent
  • Sales
  • Customer Service
  • Project Service Automation
  • Field Service
  • Microsoft Relationship Sales
  • PowerApps

Additional users:

  • Team Members – $8/user per month

All Plans include:

  • Data security
  • 99.5% uptime SLA
  • Office 365 and LinkedIn integration
  • Phone and web support

For more detailed pricing information, or to select a customized plan that matches your business requirement, click here.



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Features:

Sales

Microsoft Dynamics Sales helps agents gain better insights that allow them to close deals with customers faster and more efficiently.

With the help of real-time data and predicitve analysis on a customer’s historical data are best ways to understand how best to help them. Moreover, after logging in to the system, the salesman will be able to still view the Sales Dashboard, which will provide any vital information like the total year-to-date revenue of a business. The application’s team-oriented approach allows all the sales agents at a business to track their progress and measure it against others.

Project Service

The Project Service module helps businesses manage project-based services provided to their clients. From within this Dynamics service, agents can track a project from initial sale to final invoice. The major steps in the process include opportunity management, project planning, resource management, team collaboration, and customer billing. The workflow process lets the entire team follow a project from a quote to an open to delivery, followed by completion and closure. To build a quote, project managers can use a drag-and-drop function to customize templates that segment a project’s billable hours by task name, role, start/end date, duration, and resources. The right resources can be quickly found by searching a database by skills and availability.

Field Service

The Microsoft Dynamics Field Service module helps companies manage their on-site service business through optimized scheduling. The goal is to streamline the process, giving agents the data they need when they need it in order to address issues before they occur and ultimately cut down on operational costs.

An automated scheduling and dispatch service uses historical data to pair the right resource with the right demand: Called Resource Scheduling Optimization, the process uses factors including skills, location, duration and travel time, priorities, and prefered resources. Then, once in the field, technicians can quickly pull up all relevant customer information from within Field Service, even on mobile. Lists of accounts, contacts, bookings, work orders, customer assets, activities, and even time off requests can be easily accessed from a lefthand menu bar on the agent’s dashboard alongside a map of the agent’s location.



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Pros and cons


PROS:
  • Easy to use, not expensive, simply to navigate. 
  • Integration with Outlook available for e-mailing. Its templates are very useful for communicate news or tips to a sales team. Integration with other Microsoft products is great too. 
  • Dynamics is easy to customize, where even a person who lacks significant computer skills can create accounts, contacts, and the rest; no programming skills that are required.
  • Customer support is good with the FAQ and options that are really needed. 
  • Users can bulk data to One Drive and access it synchronized with my desktop. 
  • Users can make entries in a place with no internet, and all data will be synchronized once internet connection is established. 
  • This CRM design allows organize all clients by categories and access them very fast and easy and remember the client history or important things of the last contact or visit. 

CONS:
  • In order to fully administer the system, you need to be both a D365 admin and an Office 365 admin since some functions (like adding new users or exporting audit logs) require you to go into the admin screens of both systems to accomplish it. 
  • Requires a long customization to start running 
  • Sign in mobile app is too slow. Too much response time. 
  • Excessive windows, tabs and screens can make it difficult to first time users. It needs a better menu. 
  • It only supports Internet Explorer based browsers. 
  • A little bit slow to data input if not customized, many fields not relly needed. 
  • Poor and difficult integration with Gmail may be a problem. 
  • It’s slow to save data because its cloud based. It depends on internet speed.
  • Every time there is a release on new improvements (updates), there are system failures and sluggishness. 
  • Not friendly or easy to use for beginners
  • Their marketing add-ons are not a robust as what other CRM systems offer
  • The price increases a lot as you are adding more users or require more features, you must keep in mind what you need and in advance to know or have a notion of how to use it to be worth the expense



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Integration

Being part of the vast Microsoft family, using Dynamics 365 comes with the benefits of being integrated with applications like OutLook, Lync, SharePoint, OneNote, Word and other Microsoft application. This helps users minimize double entry and save time.

Besides the apps mentioned above, users can integrate Microsoft Dynamics with the following tools:

  • Yammer
  • Power BI
  • Dynamics AX
  • Dynamics GP
  • Dynamics NAV
  • ESB Integration



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Specification

As cloud-based software, QuickBooks Online operates with nearly all internet browsers so long as you have internet access. Supported browsers include:

Devices Supported

  • Windows
  • Android
  • Mac
  • Web-based

Language Support

  • English
  • Dutch
  • Polish
  • Turkish
  • Swedish

Pricing Model

  • Monthly payment
  • Quote-Based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business
  • Freelancers

Deployment

  • Cloud Hosted
  • On Premise



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Support

Microsoft Dynamics has a free CRM-specific online help center. In addition, 24/7 live support is available to paying customers both online and by phone. To connect with a Microsoft agent online, users will need to log into their Customer Source portal.

Through this portal, those with a service plan can also take e-learning courses by accessing the Imagine Academy site. Microsoft Virtual Academy also offers Microsoft Dynamics training courses.

However, depending on the version of Dynamics CRM you’re running, and whether you use the online or on premise version of the product, your support options may vary. Consult the table present on the company’s website for the support path that matches your solution.

  • Phone: You can contact customer support at the following numbers depending on your country:
    1. North America: 1-800-865-9408
    2. Australia: 1 800 197 503
    3. United Kingdom: 0800 032 6417

For contact information of other countries, you can visit their website.

  • Chat Service: You can easily contact a support staff through the chat feature on their website, where all your doubts and queries are answered.
  • Blog: Dynamics 365 also has a great blog section, with informative and interactive articles that help users make use of the software optimally. This section also provides updates about latest events like seminars, etc.  

Free Trial
Supported Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Deployment
Cloud Hosted
Cloud, SaaS, Web
Mobile – Android Native
Mobile – iOS Native
On Premise
Open API
Language Support
English
Hindi
Spanish
French
Russian
Italian
Dutch
Danish
Polish
Turkish
Swedish
Pricing Model
Monthly payment
Annual Subscription
Quote-based
Training
Documentation
Webinars
In Person
Live Online
Customer Types
Small Business
Medium Enterprises
Large Corporations
Freelancers
Support
Online
Business Hours
24/7 (Live Rep)
Features
Email Marketing
Landing Pages
Marketing Automation
Webinars
CRM
Autoresponders
Integration
Integration: Sharepoint, Outlook, Exchange, Yammer, One Note, Power BI, Office 365, Dynamics AX, Dynamics GP, Dynamics NAV, ESB Integration.
9 Total Score
1 reviews
Straightforward Implementation, and easy to get used to

I have been able to track all communications within sales module, with a click of a button. Microsoft Dynamics has helped us to make informed decisions since the integrated information is available with a touch.

9Editor's score
Design
9
Usability
10
Support
9.5
Price
8.5
8.7User's score
Design
8
Usability
9
Support
9
Price
9
PROS
  • What I like most about Microsoft Dynamics is that it is easy to install, set-up, and start using. I have used this software for more than a year at workstation to perform several business obligations. Microsoft Dynamics helps to make the most of the team's time and effort since it allows my agency to share communication, leads, and opportunities. I also like how it is simple to integrate this system with other essential business platforms. I appreciate the MS Outlook integration with Microsoft Dynamics, but plug-in was a bit overwhelming. I like how Microsoft Dynamics integrates with the full package of Microsoft services. Customization is easy to suit varying requirements of any business. Finally, I like how it is simple to import data using Excel templates generated by this platform.The only caveat here is that you have to be ready to use it. That means more than just having people trained in how to use the interface, but making sure everyone is on board for how this kind of data can and SHOULD inform and change how you interact with your clientele. If you're used to getting back to people within 24 hours, you need to be ready to shift that to 20 minutes. If you're used to treating everyone the same, you'd better be ready to create drip/nurture programs based on behavior.
CONS
  • I dislike the limits to the available customization on Microsoft Dynamics. I do not like how the user cannot see the amount of data stored in his or her entity. Mobile app is to slow, it takes too much response time. I do not like how this cloud-based solution fail to save data in case there is limited internet connection. Finally, I dislike the fact that Microsoft offer higher license cost per user.
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