Sobre Dynamics 365

Solución de gestión empresarial integrada que automatiza los procesos financieros, de relaciones con los clientes y de la cadena de suministro.

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Puntos a favor:

I use this software and it’s so easy to use like Microsoft Word, Excel. Another advantage of Dynamics 365 is its flexibility and integration capability.

Contras:

Difficult to use at the start or being a beginner it's very hard and limited feature in mobile app.

Valoraciones de Dynamics 365

Evaluación media

Facilidad de uso
4.0
Atención al cliente
4.2
Funcionalidades
4.3
Relación calidad-precio
4.1

Probabilidad de recomendación

7.8/10

Dynamics 365 tiene una valoración global de 4.3 estrellas sobre 5 según las 4,302 opiniones de usuarios de Capterra.

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Filtrar opiniones (4,302)

Fernando M.
Lic. en México
Software informático, 11-50 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Gran herramienta

5 hace 2 años

Comentarios: Uso diario para mantener integrados a todos los involucrados en las oportunidades.
Es sencillo dar de alta las cuentas, los clientes y las oportunidades

Puntos a favor:

Permite llevar el seguimiento de las oportunidades con todos los involucrados

Contras:

Me gustaría mayor facilidad de integración de los contactos que ya se tienen en LinkedIn o en Outlook

Pablo M.
Gerente de Soluciones de Negocios en México
Software informático, 51-200 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Dynamics Sales

5 hace 3 meses

Comentarios: En nuestra organización nuestro proceso de ventas es muy particular, por lo que tuvimos que realizar una personalización a la herramienta muy grande para que se adaptara a nuestro proceso de ventas, esto nos permitió tener un mejor control de los Contactos, Cuentas y Oportunidades. A nivel dirección resulta muy fácil poder revisar los avances de ventas de cada uno de los agentes y el seguimiento de los agentes a la oportunidades es muy práctica y sencilla.

Puntos a favor:

Creación y seguimiento de Leads. Creación y Seguimiento de Oportunidades. La creación de los catálogos es muy fácil. La personalización del Software ayuda a que se puedan adaptar a tu proceso de ventas.

Contras:

La flexibilidad de la configuración de los Roles, no se me hizo tan flexible.

Usuario verificado
Marketing en España
Usuario de Linkedin verificado
Aprendizaje en línea, 51-200 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Es muy intuitivo pero tiene muchos fallos

4 hace 9 meses

Comentarios: No es el mejor. Hay otros muchos más potentes pero también necesitan más recursos.. creo que para un emprendedor o una empresa pequeña es suficiente, para una multinacional o una empresa con muchos empleados no.

Puntos a favor:

Es un software fácil de usar, es bastante intuitivo y no necesitas un equipo de desarrollo para su uso a largo plazo.

Contras:

Uno de los principales inconvenientes es que tiene características aún muy limitadas comparadas con otros CRM y además produce muchos fallos continuamente, sin causa alguna. Otro gran problema es que no tiene un servicio técnico directo tipo chat.

Yaremy S.
directora en Chile
Redacción y edición, Trabajador autónomo
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Gran herramienta de trabajo

4 hace 2 años

Comentarios: es muy simple de utilizar y me ha ayudado mucho a salir adelante con mi emprendimiento

Puntos a favor:

que es simple de utilizar y que es fácil editar

Contras:

no me gusta cuando empiezan a surgir errores de la nasa o se cierra sin ninguna razón

Jessica V.
Ing. en Ecuador
Hostelería, 51-200 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Muy buena opción

5 hace 2 años

Puntos a favor:

Permite la automatización de los procesos de TI y seguridad de los mismos

Contras:

Se debe mejorar en la Reportería, ayudará para que saber tiempos exactos de conectividad

Kamila A.
Kamila A.
Content mánager and Strategist en Ecuador
Usuario de Linkedin verificado
Marketing y publicidad, 11-50 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Observaciones

3 hace 2 años

Comentarios: Lo uso todos los días en mi laptop del trabajo y me va bien

Puntos a favor:

La facilidad de modificar mi sistema sin tantas restricciones

Contras:

Fragilidad del sistema contra los virus digitales.

Usuario verificado
Asesora en España
Usuario de Linkedin verificado
Edición, 5,001-10,000 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Aceptable

4 el año pasado

Comentarios: No he tenido una gran experiencia, lo uso porque en el trabajo lo piden, pero en otras ocasiones he utilizado otros mejores y más intuitivos.

Puntos a favor:

El programa es fácil de usar, no obstante prefiero otros.

Contras:

Desearía que incluyera una asistencia en línea u no la tiene, estilo chat

Usuario verificado
Encargado de pedidos en España
Usuario de Linkedin verificado
Producción de alimentos, 11-50 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

La importancia de Dynamics

4 hace 2 meses

Puntos a favor:

Lo utilizamos desde hace 3 meses y nos ha servido para organizarnos de cara a nuestros clientes.

Contras:

El principal problema es su complejidad de uso y su precio.

Evelyn G.
Abogada en México
Servicios para el consumidor, 11-50 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

Excelente servicio

4 hace 5 meses

Comentarios: Problemas de conexión, lento el software

Puntos a favor:

El suave manejo y la vista amigable de la información

Contras:

La rapidez del software, le falta ser más rapido

Jacqueline J.
Jacqueline J.
Project Coordinator en Canadá
Usuario de Linkedin verificado
Construcción, 201-500 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Best software for purchasing I have used

5 hace 2 meses Nuevo

Puntos a favor:

Ease to use stands out to me. Been in the role for 3+ years and in the last year we moved to this software. Its definitely a big game step up. This has reduced the time per tasks drastically. Per project we go through over 400 POs so imagine manual entry…..it was just the worse. Then we moved to dynamics. With a click you can load, update and change.

Contras:

So far the only con I experienced had to do with migrated data. So we had POs that had been created in our previous system which we migrated over. Since they were not created on the system, editing / change ls to them was not as simple as a click.

James U.
Financial Advisor en EE. UU.
Contabilidad, 11-50 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Alternativas consideradas:

Microsoft Dynamics 365 Review

4 el mes pasado Nuevo

Comentarios: What our organization's overall experience is that all marketing campaign leads are assigned to salespeople who access Microsoft Dynamics CRM and then track and convert them into sales.
Also used for services, indices are active until closed by the server. From lead generation to lead acquisition, everything is managed in Microsoft Dynamics CRM.

Puntos a favor:

The completely offline features are what we loved for our Field Service. RESCO's flagship product offers plenty of flexibility and advanced functionality. But in general, it's a good way to empower workers in this space to provide mobility and be able to view tasks, customer records, contact information, and so on completely offline.

Contras:

The product is not ready for release. The development suffers from system malfunctions and important features were removed from the release and roadmap without warning. I was also surprised to ignore non-US international regulatory requirements (currency exchange and management, existing ISO standards, VAT requirements). But what surprised me the most was Microsoft's general ignorance and lack of accountability. Despite many requests, I haven't spoken to anyone who can actually talk about product direction and roadmap. I was sandwiched between disconnected dev teams fixing a critical bug, but they don't seem to be talking to each other.

Thomas D.
QA Engineer en EE. UU.
Biotecnología, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Alternativas consideradas:

Microsoft Dynamics 365

3 hace 4 semanas Nuevo

Comentarios: Great customer support during the entire integration and deployment process. Excellent training program for end users. Now that all users are on the same platform our internal support has progressed greatly.

Puntos a favor:

We were looking for a new ERP system that offered mobility, as well as being able to integrate all of our offices into one platform. We had several locations using a number of ERP systems and standardizing on one system was a goal for deployment.

Contras:

The deployment did have some hurdles in the way of transferring our older CRM into Microsoft Dynamics. We were working with several ERP and CRM systems.

Lauren S.
Relationship Manager en EE. UU.
Servicios financieros, 201-500 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Dynamics User - Financial Planning Company

4 hace 2 meses Nuevo

Comentarios: Overall, I love using the tool, it helps me stay organized with clients and I love that task system for recurring monthly/quarterly/annual items.

Puntos a favor:

I like that this software integrates with other Microsoft products - for example it allows us to save emails with the client of a button in Outlook. We were also able to have the software connect with an outside reporting tool so it has really added to consistency and productivity across the organization when it comes to managing clients, client meetings and overall tracking of activity and tasks.

Contras:

I felt the that software has a bit of a learning curve and was not as easily adopting as other tools - we received training, I just feel that the interface is not as intuitive as others but once you get the hang of it, it works great.

Craig S.
Scrum Master en Sudáfrica
Software informático, 5,001-10,000 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Alternativas consideradas:

Enterprise capable

5 hace 2 meses Nuevo

Puntos a favor:

We spent a year building and configuring our instance. Our team has been able to build a platform that helps our business serve thousands of customers daily and allows the MIE teams to pull meaningful data on each of these activities.

Contras:

It would have to be the library of tools, not included in the license of dynamics. Other apps were needed in addition to the dynamics app. Share point, power bi ect..

Syed S.
Technical Recruiter en Bangladés
Empleo y contratación, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

The best way to office management!

5 hace 3 semanas Nuevo

Puntos a favor:

All the different software are in one place with one log in. Just click the necessary and get the things done.

Contras:

I don't find anything that I dislike about Dynamics 365.

Cameron W.
Project Manager en EE. UU.
Empleo y contratación, 51-200 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

98% customizable

5 la semana pasada Nuevo

Comentarios: Dynamics sets up the office to be more efficient, and better able to handle large amounts of data. Should be a big game changer

Puntos a favor:

Dynamics is 98% customizable, and can easily be the end-all-be-all for database management. It can handle and track emails and works well with large teams, who all need to use it for a different purpose.

Contras:

With so many customization options, it is hard to get up and running for everyone. Permissions are difficult to control, and in some cases you might just have one person or one small team able to actually change something so large. Sometimes you can’t accommodate everyone, and it gets complex very quickly. Lots of settings.

Usuario verificado
Legal Negotiator / Tester en Argentina
Usuario de Linkedin verificado
Servicios jurídicos, 51-200 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

Great Experience

4 hace 2 meses Nuevo

Comentarios: We use it as a replacement of ZOHO CRM, it works well but is hard to set up and not newbie friendly.

Puntos a favor:

Great CRM tool with offline features and mobile capabilities. Synchronizes well 365 package.

Contras:

Hard to set up, and has a somewhat steep learning curve.

Esther T.
Esther T.
Sales Administrative Assistant en EE. UU.
Usuario de Linkedin verificado
Suministros y equipo para empresas, 1,001-5,000 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Robust CRM with a variety of functions.

4 hace 2 meses Nuevo

Comentarios: I would say it has been a favorable experience; it has more pros than cons, one of them being the integration with contact center providers like Collab OneAgent, which avoids cross-platform switching and streamlines the work. Dynamics 365 simplifies the process of organizing and consolidating a customer list, instantly deducing the main sources of revenue.

Puntos a favor:

We can make sure that every contact receives the news report thanks to the distribution list in the CRM. On top of all this, it's an accountability boost for sales with potential closes and deals. Account management is a resource that keeps us up to date, helping us with accurate planning and financial order for the improvement of successful sales processes. I like the overview and the project portfolio perspective feature. Taking won or lost opportunities with Dynamics 356 is easier, as is keeping track of conversations with potential customers through Outlook thanks to the link with this tool.

Contras:

It is a solid system with good CRM resources, but the uploading of documents is sometimes burdensome. When some users require privileges and security roles the configuration takes a long time. But I feel it is worth it after all.

Vanessa W.
Vanessa W.
Operational Finance en EE. UU.
Usuario de Linkedin verificado
Construcción, 1,001-5,000 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Ease and simplicity

4 hace 2 meses Nuevo

Comentarios: Microsoft Dynamics 365 acts as a family software from Microsoft, easy acceptance, little risk in its execution, automation and simplification of financial processes to help promote commercial success. You can easily have your accounting and results, your data and contacts from your client, looking for future potential customers, perform your financial analyzes, bank reconciliations, sales automation. In the direction of a company, it has the ease of reviewing the sales of the agents. And you can also have it through your mobile.

Puntos a favor:

I like Dynamics 365 is an easy-to-use software that grants a solution to business administration, providing the opportunity to make commercial decisions when providing confidence, can adapt to people, people or companies. In an easy way, you can review the progress of sales and contact control, accounts and opportunities, may include catalogs for sales.

Contras:

I do not like Dynamics 365 Because your role configuration can not be flexible, it presents faults and is limited compared to others and does not provide technical service in the chat.

April L.
Counselor/Assistant Project Director en EE. UU.
Hospital y atención sanitaria, 5,001-10,000 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Multifunctional Top of The Line Software.

5 el año pasado

Comentarios: Microsoft Dynamics 365 is an extraordinary programming to utilize. I prescribe Microsoft Dynamics 365 to all the forthcoming clients. It has extraordinary and splendid highlights. It is an efficient programming and its abilities are incredible. This software has given us numerous new capacities, for example, Upgrade dynamic Improve business measure results Drive advancement Improve business measure readiness Improve client relations/administration Drive income development Cost the board Improve provider or accomplice connections Make inward/operational efficiencies Lessen time to advertise

Puntos a favor:

Microsoft Dynamics 365 is an incredible apparatus for booking and making work processes viable. With Microsoft Dynamics 365, we can deal with our staff individuals in an expert way. The dependability of Microsoft Dynamics 365 is something worth being thankful for that I have been enjoying about the instrument. It has been not difficult to utilize and alter.

Contras:

Disdaining Microsoft Dynamics 365 has not been a possibility for us. I'm intrigued by Microsoft Dynamics 365. It has been a splendid programming. I like its dependability. It is so noteworthy. I'm a glad customer. Microsoft Dynamics 365 is incredible and solid. It makes field the executives of our staff individuals smooth and noteworthy. It likewise makes it basic for us to oversee client connections without any problem. It has been the best.Microsoft Dynamics 365 is a quality programming to utilize. It has quality highlights. We won't change things by any means. The ideal-ness of the merchant's reactions makes things astonishing.

Faruk A.
Faruk A.
Head of Growth en Polonia
Usuario de Linkedin verificado
Internet, 51-200 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Gets the job done but a little rigid CRM

4 el año pasado

Comentarios: We used Microsoft tools in our entire organization. The best part of getting Dynamics 365 was the easiness of integration. All softwares and online tools work very well altogether. We never had any compatibility issues or we never spent much time to integrate other systems to MS Dynamics 365. Moreover, majority of the other tools we used already had the integration option to it. As a salesperson, I used CRM every single day. I like the contact management. Since I use Office, it was so easy to use email and Skype together on the CRM, and I was able to keep a track of every single action. I was OK to use it but if they could improve the UI, it can be a great tool. They may offer some packages for smaller teams as well.

Puntos a favor:

Easy integration with the other tools - even they are not from Microsoft CRM gets the job done Easy contract management with DocuSign and MS Drive CRM structure for the leads and potentials Customization options Reports are enough for a regular sales team but it is possible to get custom and advanced reporting Access management is better than many other CRMs

Contras:

The user interface can be improved The whole system for CRM is too rigid and not that user friendly like a few other competitors It is a good solution for large companies but if you have a team less than 50 people, maybe there could be more budget options - of course with less features

Oussama L.
Oussama L.
technician en Marruecos
Usuario de Linkedin verificado
Automoción, 2-10 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

dynamic 365 is in the field pro path o for easy tasks

4 el año pasado

Comentarios: from my experience on the automotive business using this product was a lot more better to go far in time into the first products of microsoft ,its easiness while interacting with your acceptable intuition uploaded for years into my memory helped me to escape so much time and filling it by learning so many other skills in the service of business , i have learned that time is money , my thought was aligned with the comprehend of the product which maintain your fuction into simplicity fasteness while its cost compairing to other products mostly cheaper

Puntos a favor:

during the lifestyle of business , i have never faced so many different tasks that wasn't easy going but using the dynamic 365 from microsoft , which i have curious about its fast developement and improvement during the last 1 years by it didnt suprised my knowledgeable first sight on microsoft software during years of my work ,since the dynamic helping me to most simplified the business tasks for me while learning others future skills allowing me to go through minimizing the time of spending on other busines tasks , especially with standpoint which helped business to grow faster by includingall the organization with most fixed sales teams tasks

Contras:

one the most strenghts of the dynamics 365 if your business during the last 10 years familiar with other microsoft product like microsoft office 365 ..., you will find that is most of all similar to the simplified menu of microsoft product since that microsoft didnt lost its flavors of maintain the same aroma while you will taste navigating throughout ths dynamic 365

Keegan D.
Entrepreneur en EE. UU.
Internet, Trabajador autónomo
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

I love the ease of user friendliness! CRM is in a category by itself!

5 hace 2 años

Comentarios: It's a CRM that is anything but difficult to utilize whenever you have gotten its hang, in the event that you are an individual who utilizes these applications there will be no issue here. It has great reconciliation with Microsoft administrations and any individual who has utilized these administrations will feel right comfortable. It's an absolute necessity requirement for any business as it goes about as a focal center point to thoroughly understand your customers, your business, advertising, money and different other client assistance alternatives. It's customization choices are likewise simple to utilize permitting you to advance your experience. Anyway there are a few negatives basically being the moderate information transfer speed because of it's cloud based sparing experience, it's versatile experience is likewise not very extraordinary as it runs gradually. Copy contacts are additionally a problem to manage in this product. Generally incredible programming to use with simply some minor issues that can be rectified.

Puntos a favor:

All that you'd require in a business field is here, to place in basic terms putting deals, advertising, money and client assistance alternatives. It is nothing obscure and somebody that utilizes CRM programming projects will feel right comfortable with this product. I like that I can follow anything I need to think pretty much the entirety of my customers and its usability is faultless on the off chance that you are somebody who has utilized these sort of projects before this is an excellent item to utilize. You needn't bother with any programming information or any sort of other outside information to alter the framework as you would prefer. It's mix as well with it's other Microsoft parties is fantastic this is something that most outsider CRM programming projects don't have henceforth making this CRM programming the best choice in the market to date.

Contras:

The mobile app isn't extremely extraordinary. There are exceptionally successive accidents and it simply doesn't give that experience which an end client expects out of such an incredible platform. Nonetheless, Microsoft had compensated for it by presenting the power applications highlight.

Sandile N.
Information Technology en Sudáfrica
Tecnología y servicios de la información, 11-50 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Microsoft : The Dynamics 365 review

5 hace 2 años

Comentarios: Microsoft Dynamics 265 is on a league of it own.

Puntos a favor:

I have utilized this product for more than a half year now and over those months I have seen it develop and improve at an astounding rate. With the presentation of Flow/Power Automate and Canvas Apps the capacities of this business application stack are unrivaled. You are genuinely just restricted by your own creative mind. Microsoft gives extraordinary record the board assets that will help keep you on the bleeding edge. From a value point of view, Dynamics is serious. What you escape the case can't be moved by any contender to be specific, Salesforce. You will spend a fortune to get a similar utility from a Salesforce execution. Salesforce and contenders likewise don't have anything like Azure. Having the entirety of your business application biological system under such an umbrella is staggeringly amazing.

Contras:

With the online adaptation, we have run into hardly any issues, however we do sporadically run into moderate execution. This isn't frequently, however when it happens (slow page revives, particularly in the planning instrument) it very well may be agonizing for our clients. Working out the usefulness can be fairly convoluted when planning custom highlights and furthermore following security and jobs adopts a deliberate strategy to check security of information and protection.

Gytis C.
Engineer en Lituania
Materiales de construcción, 51-200 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Dynamics 365

4 hace 2 años

Comentarios: That common look and feel also has very tight integration some of the Microsoft office types of products, so for if you're used to your spreadsheets and trying to figure out how you can continue to work within your spreadsheets either uploading information into Dynamics 365 or exporting from Dynamics 365 to excel it becomes a lot easier to do and it's fairly seamless from a integration prespective.

Puntos a favor:

Microsoft Dynamics 365 is one of the leading systems and one of the top systems in terms of market share, customer satisfaction and one of the most known year peaces in marketplace. There are two primary offers of the 365. First is business central solution what marketplace provides for customers, but on the other hand there are more complex finace operations which is the bigger Enterprise offering within dynamics 365. So you have two differnent types of solutions and business central is meant to be more simplified easier to use, easier to implement type of soliution whereas ethanol or finance and operations is meant to compete with sap and oracle.

Contras:

Different modules within the Dyniamics 365 offering are some of the common weaknesses cited by our clients that are using the product. Now in addition of some of functional strengths I just mentioned Dynamics 365 also has the advantage of having that traditional Microsoft look and feel. For those who have used office 365 or Microsoft office or other Microsoft products within your company over the years you will find that Dynamics 365 looks a lot like what you're used to whether is how you navigate the system or how you find certain things within the system it tends to have that common look and feel.