Microsoft Dynamics 365 is a CRM software solution that works best for businesses using Microsoft Office Suite. Its Customer Engagement plan provides users with essential functionalities to streamline their CRM needs such as sales and marketing automation, customer service, and support. We compiled Microsoft Dynamics 365 user reviews from our website and from around the web and determined that it has generally positive ratings. We also shared its available pricing options.
Want to know the top CRM software for small business? Read our Microsoft Dynamics 365 alternatives guide.
Summary of Microsoft Dynamics 365 User Reviews
What Microsoft Dynamics 365 Does Well
Users who gave Microsoft Dynamics 365 a positive review like its seamless integration with Microsoft’s programs. They also mentioned that features such as team collaboration, lead and opportunity tracking, as well as task management are quite efficient and useful.
What Microsoft Dynamics 365 Does Not Do Well
Users who gave Microsoft Dynamics 365 a negative review said that new users can expect a learning curve during their initial use. They also recommend improvements on the app’s integrations, customizability, reports, search function, and mobile app.
Most Helpful Positive User Review
“Microsoft Dynamics 365 (CRM) is very user-friendly. This software has given their users the ability to keep their contacts updated in an organized system, as well as track communication efforts with both present and potential customers/vendors. When adding multiple customer accounts, Microsoft makes it possible to hold different information in the system that is easy to access, edit,, and update.”
– Jyssica G
Most Helpful Negative User Review
“While I appreciate the layers, I wish the search feature was a bit more intuitive. It takes quite a while to click through the layers in order to reach the relevant information under an account.”
– Heather Todd
Microsoft Dynamics 365 Pricing
Microsoft Dynamics 365’s CRM plan, called Customer Engagement, costs $115 per month. The base plan includes an allocation for a single user, and every additional user costs $8 per month. The plan includes sales, customer service, project service automation, and field service functions.
Microsoft Dynamics 365 Features
Check out the list below for some of Microsoft Dynamics 365’s features.
- Lead and Pipeline Management: enables users to keep track of the various stages of their interaction and level of transaction with their potential clients and customers.
- Contact Management: lets users organize a directory of all their business contacts including their profile and contact information.
- Customizable Sales Processes: enables businesses to customize the program based on their sales workflow.
- Task Management: allows users to track the progress of their various tasks and projects.
- Sales Forecasting: lets users predict their sales growth within an identified timeframe based on their average business performance.
- Marketing Automation: allows users to perform and automate repetitive tasks related to marketing such as sending email newsletters and managing social media.
- Third-Party Integrations: lets users seamlessly integrate other apps they use such as marketing automation, file management, social media, appointment scheduling, among others.
Helpful CRM Software Resources
What is a CRM Software? An Introduction For Small Businesses — In this guide, we answer questions surrounding CRM software such as what it does, who needs it, how a CRM works, and how/if it can help your small business.
Best Small Business CRM Software — Read our buyer’s guide for a comparison of the top three CRM for small businesses. We compare Insightly vs. Zoho vs. Salesforce to give you an idea of which CRM will work best for your business needs.
Best Free CRM Software — Want to use a CRM, but not willing to invest any resources? Read our guide on the best free CRM for businesses, plus analysis on what features you’ll get with each.
Microsoft Dynamics 365 FAQ
Does Microsoft Dynamics 365 offer a free trial?
Yes. Interested users can sign up for a free trial here.
Does Microsoft Dynamics 365 have an industry-specific solution?
Yes. Microsoft Dynamics 365 offers a CRM solution specifically made for retail businesses. More information about it can be found here.
Is Microsoft 365 fully compatible with Microsoft Dynamics 365?
Yes. Microsoft Dynamics is compatible with the whole Microsoft 365 suite.
Microsoft Dynamics 365 Overview Video
This video provides an overall background on what Microsoft Dynamics 365 can do to help sales teams build better relationships with their customers.
When choosing a CRM software, it’s important that the software integrates with other applications your business is currently using. Here is a list of some of Microsoft Dynamics 365’s popular integrations: