Microsoft Dynamics 365 ERP Reviews

“Easy and convenient CRM use

Pros

it is incredibly easy and convenient to use and I can store every sales opportunity directly inside the CRM.

Cons

For me, there really isn't any downside to using this software at all.

“user-friendly product tracking

Pros

I find the products excellent and they're really easy for me to use and to share with colleagues for online updates and tracking

Cons

Occasionally I notice it takes a while to update before I can execute tasks

“Complex customization and pricing

Pros

I've found the interface really easy to use, love the level of customization available and the AI/machine learning capabilities are a standout.

Cons

the customization can become unnecessarily complicated, I also feel the pricing is high and there's a steep learning curve to get fully comfortable.

“simple yet ecosystem-limited tool

Pros

Although I don't use it every single day, when I do use this tool I have found it incredibly useful on those occasions and I would recommend it to others, I genuinely like how easy and feasible it is to use overall.

Cons

I do feel the only real drawback is that the product seems to be geared primarily toward Microsoft's ecosystem which can be limiting for users of other platforms.

“Enhanced sales with Co-pilot

Pros

From my experience, Microsoft's sales tool not only manages the entire pipeline from lead generation through to invoicing but the addition of the new Co-Pilot features genuinely sets it apart, those tools make records much easier to access and even offer concise summaries along with a built-in meeting scheduler.

Cons

honestly don't have major complaints about the app, although I'd like Microsoft to continue strengthening the AI capabilities further.

“Really helpful for managing orders and POs

Pros

this tool has been really helpful for managing my orders and POs.

Cons

I do notice it can become slow at times but otherwise it works fine and performs well.

“simple sales automation dashboards

Pros

Sales automation feels simple and I can monitor team performance while viewing clear dashboard results that show overall progress.

Cons

it places too much reliance on the implementation partner.

“Confident business transformation

Pros

Long-term consulting experience gives me confidence in this platform and I believe it transforms how businesses operate and scale while I benefit from strong customization, automation and integrations that create endless possibilities.

Cons

This tool does come with a bit of a learning curve because the available toolsets are so broad and I wouldn't pretend otherwise. That said, the implementer has total control over the user experience which can soften that curve if set up thoughtfully. Some components are complex at first glance but from where I sit there's usually a great reason the designers built them that way, they're solving real, layered problems. Pricing is another sticking point I notice often, the cost can make it hard for some organizations to unlock the system's deeper power and embed it fully across their structure. Personally, I think the price could be roughly half and it would open doors for more teams to extend functionality where it matters. I also find the split of service, sales and marketing into separate offerings creates friction for companies that are tightly focused and could have been built using the native XRM customization tools, so a more unified packaging would help a lot.

“Organized task and activity management

Pros

Task and activity management stays organized and I handle orders and quotes efficiently while I enjoy simple integration with Microsoft tools like Outlook and Exchange.

Cons

It lags sometimes and responds slowly due to heavy data storage which I feel could be improved.

“Daily tracking made easier

Pros

Daily tracking becomes easier and I monitor emails, calls and conversations smoothly while I appreciate strong customization options.

Cons

I notice that when I make changes at the global level, it ends up causing a few issues for me.

“flexible client work management

Pros

Client work becomes more productive and I find the app efficient and flexible enough to adapt to different business requirements.

Cons

So far, I haven't found anything about this product that I dislike, it has met my expectations.

“offers real-time data for better decisions

Pros

Decision-making improves with real-time data access and I align pipelines effectively while I notice customization can sometimes feel complex.

Cons

it clearly demonstrates efficiency through real-time data access and I also find it to be cost effective overall.

“Smooth workflow approvals

Pros

Workflow approvals run smoothly and I observe reliable scalability while supporting great email marketing campaigns through the platform.

Cons

Personally, I've noticed it excels at approval process workflows.

“Improved sales workflows

Pros

Sales workflows improve significantly and I rely on strong campaign promotion features while I benefit from flexible customization and powerful analytics.

Cons

I find it exceptionally efficient for sales analytics.

“High system usability

Pros

System usability remains high and I connect it with multiple tools easily while I appreciate industry-specific solutions and convenient deployment.

Cons

In my experience, I've had occasional performance hiccups and issues on the browser side and I noticed the on-premise version had fewer features compared to the online edition.

“aligned workflow management

Pros

Workflow management feels aligned and I keep processes moving efficiently while I maintain better task coordination.

Cons

Regarding the UI/UX, I don't have major complaints but I do think the interface could be polished a bit more.

“Simple administrative integration

Pros

Administration stays simple and I integrate the platform with our phone system while benefiting from improved communication tracking.

Cons

I've found Microsoft's customer support to be insufficient across many of their products and that lack of help has been pretty frustrating.

“reliable integation but UI/UX limited

Pros

Business operations become easier to manage and I customize most features to match workflows while I experience reliable integrations with other applications.

Cons

My experience with the UX/UI is that it can be pretty tough to use at times and fiddly to navigate. It also tends to be slow on occasion and I've noticed the learning curve can feel quite steep, meaning it can take newcomers longer than expected to get comfortable and productive.

“Scalable growth support

Pros

Growth support remains strong and I value how the platform scales with evolving needs while I maintain consistent performance.

Cons

In my experience, it doesn't perform as well as those simpler "lesser" alternatives when I'm managing under 5,000 contacts.

“Mobile-friendly CRM experience

Pros

One of the best things I love about this sales tool is how easily I can access it from my mobile. I've noticed many improvements and frequent updates and the CRM plus stronger security measures are the features I value most in this software.

Cons

The amount of database available for each user feels quite limited and I struggle to store all necessary information.

“Centralized sales record keeping

Pros

One thing I really appreciate about this tool is that it lets me record my sales forecast, jot down notes and attach documents, keeping everything congreatated in a single place.

Cons

Navigation across the interface can feel clunky due to multiple links and steps which makes it harder for me to reach what I need quickly.

“signing in is slow and it lacks direct scheduling

Pros

What I like is that I can navigate to the complete customer profile and get a quick snapshot of every activity and account detail

Cons

Signing in is sometimes slow and I wish I could schedule directly since I need integration with ServiceMax.

“Ideal for emerging mid-sized companies

Pros

this product suits emerging and mid-sized companies that I know don't need the heavy complexity of SFDC.

Cons

Attempts to compete with larger CRMs make the product more complicated and I find this challenging as a mid-size user.

“Comprehensive content and organization

Pros

I consider this tool a comprehensive and powerful content package and I rely on it to keep my organization structured and aligned with goals.

Cons

No major drawbacks come to mind because I feel every included tool and package is genuinely useful.

“Smooth and responsive performance

Pros

Performance remains smooth and responsive and I find the platform quick to access while experiencing no lag during daily use.

Cons

After the switch to Unifinance for interface improvements, I still notice data filtering issues and locked features that limit flexibility.

“Frustrating slow or inaccurate results

Pros

User-friendliness stands out strongly and I benefit from an engaging workspace layout while I manage sales tasks efficiently throughout the day.

Cons

Performance can be slow at times and I get frustrated when it fails to capture information properly or provide clear results.

“great architecture and advanced setup

Pros

Architecture feels great and reliable and I appreciate the model-driven application setup while I explore its advanced capabilities.

Cons

Integration limitations are frustrating because I cannot connect dataverses beyond the default Dataverse.

“easy configuration and process management

Pros

Configuration stays convenient and I manage business processes easily while benefiting from built-in controls that maintain consistency.

Cons

The implementation consultants have not met expectations and I feel their support falls short of requirements.

“Clean interface with integration gaps

Pros

Interface design appears clean and feasible and I navigate effortlessly while I utilize the 360-degree funnel view to track progress.

Cons

Enterprise software connectivity is missing and I need stronger integration capabilities for smoother workflows.

“Organized sales management

Pros

Sales management becomes more organized and I track leads, opportunities and customer relationships in one centralized space while I benefit from Microsoft ecosystem integrations that align communication and data access.

Cons

Despite rich features, a steep learning curve exists and I needed time, training and sometimes developer help to handle customization and integrations with non-Microsoft apps.

“Improved task continuity

Pros

Task continuity improves significantly and I record notes, monitor progress and simplify handoffs while I maintain workflow transparency.

Cons

Dashboard training could be improved since I want clearer guidance to build them with more confidence.

“Efficient workflows and team analytics

Pros

Workflow efficiency increases across teams and I build stronger customer relationships while leveraging analytics, mobile access and scalable CRM capabilities.

Cons

Several improvement areas stand out, including a clunky UI, limited reporting, complex integrations and unclear pricing, though I still recognize the platform's usefulness.

“Flexible customization with AI support

Pros

Customization flexibility feels extensive and I tailor features to customer needs while benefiting from feasible AI-driven assistance that shortens the learning curve.

Cons

At times I find it overwhelming to decide which features I should be using, because there are so many options and it's not always obvious which ones are best for a particular task.

“Aligned processes and simple collaboration

Pros

Process alignment improves across departments and I adapt sales cycles to industry requirements while enjoying simple collaboration through Microsoft Teams and Outlook integrations.

Cons

If I'm being nitpicky, the built-in formatting tool for the Timeline on contact records can be awkward to use while I'm typing. I find it a little clunky and it sometimes interrupts the flow when I'm trying to add notes or updates. It would be great if the timeline editor were more feasible so I could enter information faster without having to fiddle with the formatting options.

“Unified solution with strong security

Pros

Functionality appears comprehensive and I use the platform as a unified solution combining Office, ERP and CRM tools while appreciating strong cybersecurity and flexible billing.

Cons

I don't like how the licensing works. You basically need to run it on a properly licensed system, usually Microsoft or similar platforms, which limits flexibility. I would prefer if they offered better integration with open-source systems. The cost is a bit steep too, so many people opt for free open-source alternatives when they have a tight budget.

“Integrated operational efficiency

Pros

Operational efficiency improves noticeably and I connect multiple software systems while ensuring workflows remain integrated and aligned.

Cons

The rollout of the software felt a bit awkward at first and the setup was somewhat clunky but we're actively working through the remaining glitches.

“Ease of use with effortless syncing

Pros

Ease of use remains impressive even without technical expertise and I synchronize calendars, contacts and emails while linking professional networks effortlessly.

Cons

I've noticed occasional performance hiccups and the price is a real concern, I had to undergo training to move quickly through all features and many customizations, plus the platform itself, feel pricey.

“Measurable business performance

Pros

Business performance becomes more measurable and I leverage CRM features, automation and reporting while relying on customizable dashboards and accurate database insights to improve decision-making.

Cons

Working remotely a lot, I find it really frustrating that Microsoft Sales doesn't let me access Outlook easily from a distance. Trying to use it on a phone is clunky and eats up time, especially with the extra security hoops that force additional logins on both devices. Because I'm frequently juggling calls and other tools, I need fast, simple access without that extra friction, right now the app adds too many steps and doesn't support the smooth multitasking I rely on during conference calls or when switching between productivity apps.

“Powerful customization and connectivity

Pros

Customization feels very powerful and I appreciate deep configuration options while I easily connect it with leading marketing and sales apps and browse the marketplace without hassle.

Cons

At the beginning I found setup really complicated and from a pricing perspective it felt pricier compared to other CRMs such as Zoho and HubSpot. I also noticed that Microsoft's solution enforces limits on data storage which was frustrating for us.

“Reliable CRM across projects

Pros

The CRM works reliably across projects and I used it with multiple clients while I experienced smooth integrations with other applications that simplified workflows.

Cons

To me, it's a bit pricey and I did need some training to get the most out of it.

“Clear sales tracking

Pros

Sales tracking becomes clearer with the structured layout and I monitor every opportunity closely while I manage pipeline stages effectively.

Cons

As a team, we can't connect SAP to our CRM because of IT problems and that integration is crucial.

“Flexible daily operational management

Pros

Flexibility stands out strongly in daily use and I recreate complex operational processes inside the system while I configure features according to business needs.

Cons

the current approach to solution deployment is overly complicated and prone to errors. I understand Microsoft is actively working on stabilizing and improving the system but right now this remains a major shortcoming for me.

“Mobile app performance issues

Pros

Insight capabilities remain valuable and I rely on NBA/NBO features and customer 360 views while I gain deeper sales intelligence for better decisions.

Cons

I find the mobile app is still not up to par and it takes too long to load.

“Adaptable workflow but tough interface

Pros

Workflow creation feels highly adaptable and I design customer journeys easily while I benefit from strong system flexibility.

Cons

Honestly, the interface isn't feasible and I feel it needs a lot more work.

“Slow report generation

Pros

Accessibility improves productivity noticeably and I navigate the platform smoothly while I access it remotely without needing office LAN connectivity.

Cons

I find the weakest aspect is how tough it becomes when I try to pull large reports, particularly during those initial attempts, I'm really hoping the process will be sped up because it currently feels too slow.

“outdated interface and high costs

Pros

Familiarity with Windows environments helps onboarding and I handle navigation comfortably while I still notice outdated elements that require developer support for advanced features.

Cons

There are plenty of problems, I wouldn't recommend it as a usable system, its interface feels dated and clunky and attempting to automate processes quickly becomes expensive because of the high costs involved in making it work.

“Organized pipeline management

Pros

Pipeline management becomes more organized and I track team activities efficiently while I generate reports independently without external assistance.

Cons

For my part, it would be nicer if tracking activities that happen outside the app were a bit simpler and more aligned.

“Ease of use and simplicity

Pros

Ease of use stands out immediately and I explore information quickly while I benefit from a simple and convenient interface.

Cons

Occasionally I find that I don't receive every detail I would like to see.

“convenient order management

Pros

I appreciate how convenient the program is to pick up and use and it gives us the visibility we need to handle and fulfill orders for our customers efficiently.

Cons

We often run into various glitches or errors in the system that require help from our IT team and when that happens it can occasionally bring our workflow to a halt and slow productivity during the day.