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.