Wondering if Microsoft Dynamics 365 is the right CRM software for your business?
Then have a look at the user created reviews below, along with pricing and features.
Microsoft Dynamics 365 User Reviews
Microsoft Dynamics 365 Review Summary
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Microsoft Dynamics 365 Reviews
Source | Review Score | Number of Reviews |
---|---|---|
Trustpilot | 1.4 | 1,588 |
iPhone App | 4.3 | 892 |
Android App | 4 | 7,330 |
Microsoft Dynamics 365 Prices
Plan | Price |
---|---|
Free Plan | No |
Free Trial | Yes |
Free Trial Length | 30 day |
Cheapest Plan: Dynamics 365 Sales Professional | $65 / month |
Mid-Tier Plan: Dynamics 365 Sales Enterprise | $95 / month |
Top Plan: Dynamics 365 Sales Premium | $135 / month |
Microsoft Dynamics 365 Features
Dynamics 365 Sales Professional Features
- Lead and opportunity management
- Marketing lists and quick campaigns
- Products, price lists, and product bundles
- Quotes, orders, and invoices
- CPQ and data enrichment solution discovery
- Live org charts
- Mobile app
- Outlook
- Exchange
- Excel
- Teams3
- OneDrive / SharePoint
- OneNote
- Export to Excel
- Advanced analytics with separate Microsoft Power BI license
- Real-time sales reports and dashboards
Dynamics 365 Sales Enterprise Features
- Lead and opportunity management
- Marketing lists and quick campaigns
- Products, price lists, and product bundles
- Quotes, orders, and invoices
- CPQ and data enrichment solution discovery
- Live org charts
- Mobile app
- Forecasting
- Product relationships and hierarchies
- Cases (for Sales)
- Assistant (standard cards)
- Email intelligence (email engagement and auto-capture)
- Sales playbooks
- Competitors, sales goals, and territory management
- Partner relationship management
- Outlook
- Exchange
- Excel
- Teams3
- OneDrive / SharePoint
- OneNote
- Knowledge management
- Export to Excel
- Advanced analytics with separate Microsoft Power BI license
- Real-time sales reports and dashboards
- Application customizations
- Custom applications5 (Microsoft Power Apps)
- Workflow automation6 (Microsoft Power Automate)
- Contextual insights and recommendations with natural language
- Copilot full-screen view
- Copilot-generated lead and opportunity summaries
- Copilot-generated meeting preparation summaries
- Copilot-generated emails
- Conversation intelligence
- Create, edit, and read Dynamics 365 Sales records in Outlook
- Copilot-generated opportunity summaries in Outlook
- Copilot-generated emails in Outlook
- Copilot-generated email summaries in Outlook
- Conversation intelligence
- Collaborative deal rooms in Teams3
Dynamics 365 Sales Premium Features
- Lead and opportunity management
- Marketing lists and quick campaigns
- Products, price lists, and product bundles
- Quotes, orders, and invoices
- CPQ and data enrichment solution discovery
- Live org charts
- Mobile app
- Forecasting
- Product relationships and hierarchies
- Cases (for Sales)
- Assistant (standard cards)
- Email intelligence (email engagement and auto-capture)
- Sales playbooks
- Competitors, sales goals, and territory management
- Partner relationship management
- Outlook
- Exchange
- Excel
- Teams3
- OneDrive / SharePoint
- OneNote
- Knowledge management
- Export to Excel
- Advanced analytics with separate Microsoft Power BI license
- Real-time sales reports and dashboards
- Application customizations
- Custom applications5 (Microsoft Power Apps)
- Workflow automation6 (Microsoft Power Automate)
- Contextual insights and recommendations with natural language
- Copilot full-screen view
- Copilot-generated lead and opportunity summaries
- Copilot-generated meeting preparation summaries
- Copilot-generated emails
- Conversation intelligence
- Create, edit, and read Dynamics 365 Sales records in Outlook
- Copilot-generated opportunity summaries in Outlook
- Copilot-generated emails in Outlook
- Copilot-generated email summaries in Outlook
- Conversation intelligence
- Collaborative deal rooms in Teams3
List of Microsoft Dynamics 365 Integrations
- DocuSign
- Salesforce
- Microsoft Teams
- ADP Workforce Now
- Emburse Certify Expense
- Adobe Acrobat Sign
- Zoho Expense
- PandaDoc
- Nextiva
Other Features
Feature | Is It Included |
---|---|
API | No |
Outlook Integration | Yes |
Gmail Integration | No |
QuickBooks Integration | No |
Shopify Integration | No |
WordPress Integration | No |
Mailchimp Integration | No |
WhatsApp integration | No |
Facebook Integration | No |
LinkedIn Integration | Yes |
Twitter/X Integration | No |
Google Calendar Integration | No |
Excel Integration | Yes |
Office 365 Integration | Yes |
Google Sheets Integration | No |
Xero Integration | No |
Notion Integration | No |
Asana Integration | No |
Trello Integration | No |
Zapier Integration | No |
Invoicing | Yes |
Marketing Automation | Yes |
Email Marketing | Yes |
SMS & Text Messaging | No |
Project Management | Yes |
AI | Yes |
Voip & Telephony Integration | No |
Dialer | Yes |
Contract Management | No |
Inventory Management | Yes |
Quoting | Yes |
Drip Marketing | No |
Customer Portal | Yes |
Appointment Scheduling | No |
Workflow Automation & Management | Yes |
ERP | No |
Order Management | Yes |
Ticketing System | Yes |
Call Recording | Yes |
Call Tracking | No |
Task Management | Yes |
Paypal & Payment Processing | Yes |
Document Management | Yes |
Shared Inbox | No |
Create Landing Pages | No |
Chat Function | Yes |
Website Builder | No |
Help Desk | Yes |
GPS Tracking | No |
Loyalty Program | No |
Cloud Storage | Yes |
Document Storage | Yes |
Mapping | No |
Industry Specific CRM Solution
- Accountants & Accounting Firms: No
- Architects & Architecture Firms: No
- Automotive Industry: No
- Banks & Banking: Yes
- Call Centers: No
- Car & Auto Dealerships: No
- Charity & Non-profit: Yes
- Churches: No
- Cleaners & Cleaning Businesses: No
- Coaches: No
- Consultants & Consulting Firms: No
- Construction: No
- Contractors: No
- Co-working: No
- Credit Unions: No
- Customer Service: Yes
- Dentists: No
- Doctors: No
- Ecommerce: Yes
- Email Marketing: No
- Electricians & Electrical Contractors: No
- Engineers & Engineering Firms: Yes
- Event Management: No
- Field Service: Yes
- Financial Advisors & Services: Yes
- Freight Brokers & Forwarders: No
- Government & Public Sector: No
- Graphic Designers & Creatives: No
- Gyms: No
- Healthcare Providers: Doesn’t mention CRM for healthcare
- Hotels & Hospitality: No
- HVAC: No
- Insurance Agents: No
- Investment Banking: No
- Landscapers: No
- Lawyers & Law Firms: No
- Logistics: No
- Manufacturing: Yes
- Marketing: No
- Mortgage Brokers & Loan Offices: No
- Movers & Moving Companies: No
- Museums: No
- Personal Trainers: No
- Photographers: No
- Plumbers: No
- Political Campaigns: Yes
- Private Equity: No
- Professional Services: No
- Property Management: No
- Real Estate: No
- Recruiting & Recruitment Agencies: No
- Restaurants: No
- Retail: Not a CRM solution
- Roofers & Roofing: No
- SaaS: No
- Schools: No
- Senior Living: No
- Solar Businesses: No
- Sports Teams: Yes
- Staffing Agencies: No
- Telemarketing: No
- Therapists: No
- Tour Operators: No
- Travel Agents: No
- Universities, College & Higher Education: No
- Web Designers: No
- Wholesalers & Distributors: No
Microsoft Dynamics 365 Pros & Cons
Pros
- Cloud service and on-premises solution
- Wide range of features
- Free 30-day trial
Cons
- Integration available as an add-on
- Difficulty with the user interface
- Customer service not that effective
Website: Microsoft Dynamics 365 website
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