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Dynamics 365 Overview

Dynamics 365 is a powerful customer relationship management (CRM) software designed to enhance business operations and improve customer engagement. This comprehensive platform integrates various business applications, enabling users to manage sales, marketing, customer service, and field operations seamlessly. With its robust analytics and reporting capabilities, Dynamics 365 provides valuable insights into customer behavior and preferences, allowing businesses to tailor their approaches effectively. The software's intuitive interface ensures easy navigation, making it accessible for users of all skill levels. Additionally, Dynamics 365 supports integration with other Microsoft products and third-party applications, creating a cohesive ecosystem that boosts productivity. Elevate your business's customer relationships and operational efficiency with Dynamics 365, driving growth and success.

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Contact Details

  • Vendor Name Microsoft
  • Founded 1975
  • Location United States

Support

  • 24x7 Support 24x7 Support
  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • On-Premise On-Premise
  • Web-Based Web-Based
  • iPhone iPhone
  • Android Android
  • Windows Windows
  • Linux Linux

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English

Industries

Computer & Network Security, Food Production, Non-profit Organization Management, Pharmaceuticals, Telecommunications

Dynamics 365 Features

  • Invoice Processing
  • Approval Process Control
  • Electronic Payments
  • Vendor Management
  • Expense Tracking
  • Tax Calculation
  • Compliance Management
  • Fraud Detection
  • Document Management
  • Multi-Currency
  • Receipt Management
  • ACH Payment Processing
  • Recurring Payments
  • Duplicate Payment Alert
  • Purchase Order Management
  • PO Reconciliation
  • Supplier Management
  • Performance Metrics
  • Inventory Management
  • Purchasing & Receiving
  • Calendar Management
  • Quotes/Estimates
  • Contact Management
  • Customizable Fields
  • Employee Management
  • Training Management
  • Workflow Management
  • Accounting
  • Financial Management
  • Marketing Automation
  • Task Management
  • Client Management
  • Project Management
  • Billing & Invoicing
  • Third Party Integrations
  • Access Controls/Permissions
  • CRM
  • Point of Sale (POS)
  • Document Management
  • Email Management
  • Purchase Order Management
  • Order Management
  • Time & Expense Tracking
  • Invoice Management
  • Client Portal
  • Shipping Management
  • Order Management
  • Multi-Location
  • Document Management
  • Reporting/Analytics
  • Demand Forecasting
  • Purchase Order Management
  • Quotes/Estimates
  • Accounting
  • Warehouse Management
  • Compliance Management
  • Import/Export Management
  • Returns Management
  • Transportation Management
  • Inventory Optimization
  • Bills of Material
  • Supplier Management
  • Audit Management
  • Barcode/Ticket Scanning
  • Order Fulfillment
  • Purchasing & Receiving
  • Procurement Management
  • Inventory Management
  • Status Tracking
  • Sourcing Management
  • Logistics Management
  • Customer Database
  • User Management
  • Enterprise Asset Management
  • Purchase Order Management
  • Integrated Business Operations
  • Accounting
  • Order Management
  • Inventory Management
  • Bills of Material
  • Time & Expense Tracking
  • HR Management
  • Distribution Management
  • Task Management
  • Financial Analysis
  • Billing & Invoicing
  • Forecasting
  • Project Management
  • Workflow Management
  • Multi-Location
  • Customer Database
  • Reporting/Analytics
  • Supply Chain Management
  • CRM
  • Document Management
  • Payroll Management
  • Performance Metrics
  • Appointment Management
  • Real Time Notifications
  • Customer Segmentation
  • Employee Management
  • Queue Management
  • Virtual Assistant
  • Customer History
  • Call Routing
  • SMS Messaging
  • Email Management
  • Voice Mail
  • Call Center Management
  • Knowledge Base Management
  • Multi-Channel Communication
  • Live Chat
  • Activity Tracking
  • Self Service Portal
  • Alerts/Escalation
  • Auto-Responders
  • Support Ticket Management
  • Engagement Tracking
  • Surveys & Feedback
  • Social Media Integration
  • Contact Management
  • Pipeline Management
  • Lead Qualification
  • Contact Management
  • Email Marketing
  • Web Forms
  • Lead Capture
  • Contact Database
  • CRM
  • Activity Tracking
  • Event Triggered Actions
  • Campaign Planning
  • Lead Segmentation
  • Lead Management
  • Customer Segmentation
  • Chat/Messaging
  • Prospecting Tools
  • Campaign Management
  • Engagement Tracking
  • Auto-Responders
  • Social Media Integration
  • Conversion Tracking
  • Multi-Channel Marketing
  • Lead Nurturing
  • Email Management
  • Campaign Analytics
  • Drip Campaigns
  • Landing Pages
  • Multi-Campaign
  • Lead Verification
  • Forms Management
  • Lead Scoring
  • Search/Filter
  • Pipeline Management
  • Social Media Integration
  • Data Import/Export
  • Prospecting Tools
  • Task Management
  • Customer Database
  • Campaign Management
  • Lead Nurturing
  • Segmentation
  • Email Management
  • CRM
  • Sales Forecasting
  • Contact Management
  • Calendar Management
  • Document Storage
  • Drag & Drop
  • Collaboration Tools
  • Lead Management
  • Sales Pipeline Management
  • Lead Distribution
  • Email Marketing
  • Opportunity Management
  • Data Synchronization
  • Interaction Tracking
  • Lead Capture
  • Lead Nurturing
  • Sales Reports
  • Social Media Integration
  • Monitoring
  • Pipeline Management
  • Template Management
  • Lead Qualification
  • Calendar Management
  • Sales Forecasting
  • Lead Distribution
  • Prospecting Tools
  • Task Management
  • Document Storage
  • Lead Segmentation
  • Reminders
  • Email Tracking
  • Interaction Tracking
  • CRM
  • Web Forms
  • Email Marketing
  • Lead Capture
  • Campaign Management
  • Contact Management
  • Workflow Management
  • Sales Trend Analysis
  • Source Tracking
  • Lead Generation
  • Opportunity Management
  • Scorecards
  • Data Connectors
  • KPI Monitoring
  • Alerts/Notifications
  • Public Dashboards
  • Data Visualization
  • Private Dashboards
  • Customizable Reports
  • Forecasting
  • Reporting/Analytics
  • Performance Metrics
  • Collaboration Tools
  • Widgets
  • Dashboard Creation
  • Data Synchronization
  • Single Page View
  • Trend Analysis
  • Functions/Calculations
  • Multiple Data Sources
  • Predictive Analytics
  • Routing
  • Online Time Clock
  • Dispatch Management
  • Service History
  • Customizable Forms
  • Contract/License Management
  • Alerts/Notifications
  • Payment Collection
  • Real Time Data
  • Electronic Signature
  • Work Order Management
  • Quotes/Estimates
  • Scheduling
  • Billing & Invoicing
  • Inventory Management
  • Activity Tracking
  • CRM
  • Accounting Integration
  • Maintenance Scheduling
  • File Storage
  • Contact Database
  • Mobile Access
  • GPS
  • Calendar Management
  • Mobile Payments
  • Billing Portal
  • Project Billing
  • Tax Calculation
  • Multi-Currency
  • Reporting & Statistics
  • Contact Database
  • Third-Party Integrations
  • Credit Card Processing
  • Customizable Invoices
  • Time & Expense Tracking
  • Invoice Processing
  • Reminders
  • Payment Processing
  • Document Management
  • Hourly Billing
  • Contingency Billing
  • Quotes/Estimates
  • Employee Scheduling
  • Labor Forecasting
  • Performance Metrics
  • Productivity Analysis
  • Reporting/Analytics
  • Agent Interface
  • Call Recording
  • Compliance Management
  • Customer Experience Management
  • Queue Management
  • Employee Coaching Tools
  • Quality Management
  • Leave Tracking
  • Call Monitoring
  • For Call Centers
  • Intraday Management
  • Cash Management
  • Expense Tracking
  • Multi-Currency
  • What If Scenarios
  • Customizable Reports
  • Billing & Invoicing
  • Data Import/Export
  • Financial Management
  • Consolidation/Roll-Up
  • Activity Dashboard
  • Bank Reconciliation
  • Audit Trail
  • Forecasting
  • Third-Party Integrations
  • Budgeting/Forecasting
  • Data Visualization
  • Reporting/Analytics
  • Multi-Company
  • Financial Analysis
  • Billing & Invoicing
  • Partnership Accounting
  • Income & Balance Sheet
  • Accounts Receivable
  • Expense Tracking
  • Financial Management
  • Bank Reconciliation
  • Donation Tracking
  • Payroll Management
  • Accounts Payable
  • Financial Reporting
  • Real-Time Reporting
  • Compliance Management
  • Purchasing & Receiving
  • Activity Dashboard
  • Budgeting/Forecasting
  • Donor Management
  • Financial Reporting
  • Transaction Management
  • Bank Reconciliation
  • Approval Process Control
  • Workflow Management
  • Chart of Accounts
  • Multi-Currency
  • Multi-Location
  • Audit Trail
  • Cash Flow Management
  • Accounts Receivable
  • Accounts Payable
  • Data Import/Export
  • Activity Dashboard
  • Expense Tracking
  • Full Text Search
  • Self Service Portal
  • SEO Management
  • Customizable Branding
  • Feedback Management
  • Reporting/Analytics
  • Rich Text Editor
  • Cataloging/Categorization
  • Multi-Language
  • Customizable Templates
  • Collaboration Tools
  • User Management
  • Drag & Drop Editor
  • Mobile Interface
  • WYSIWYG Editor
  • Knowledge Management
  • Medical Billing
  • Claims Management
  • Invoice Management
  • Financial Reporting
  • HIPAA Compliant
  • Data Integration
  • Expense Management
  • Materials Management
  • Medical Coding
  • Cash Management
  • Payment Processing
  • Purchasing & Receiving
  • Fixed Asset Management
  • Approval Process Control
  • Budgeting/Forecasting
  • Tax Management
  • Financial Analysis
  • Receiving
  • Invoice Processing
  • Spend Analysis
  • Spend Control
  • Purchase Order Management
  • Spend Management
  • Contract/License Management
  • Supplier Management
  • Approval Process Control
  • Sourcing Management
  • Fixed Asset Management
  • Inventory Management
  • Vendor Management
  • Quotes/Estimates
  • Requisition Management
  • Cataloging/Categorization
  • Budgeting/Forecasting
  • Inventory Control
  • Supplier Management
  • Activity Dashboard
  • Compliance Management
  • Budgeting/Forecasting
  • Inventory Management
  • Reporting & Statistics
  • Alerts/Notifications
  • Order Management
  • Multi-Currency
  • Data Import/Export
  • Sourcing Management
  • Workflow Management
  • Real-Time Data
  • Access Controls/Permissions
  • Purchasing Reports
  • Approval Process Control
  • For Real Estate
  • Accounting
  • Commission Management
  • Financial Reporting
  • Expense Management
  • Billing & Invoicing
  • Accounts Payable
  • Accounts Receivable
  • General Ledger
  • Reporting/Analytics
  • Tax Management
  • Alerts/Notifications
  • Sales Pipeline Management
  • Lead Management
  • Reporting/Analytics
  • Appointment Scheduling
  • Task Management
  • Interaction Tracking
  • Alerts/Notifications
  • Customizable Reports
  • Activity Dashboard
  • Commenting/Notes
  • Third-Party Integrations
  • Data Import/Export
  • Lead Scoring
  • Document Management
  • Email Templates
  • Call Logging
  • Search/Filter
  • Engagement Tracking
  • Tagging
  • Image Library
  • Customer Engagement
  • @mentions
  • Reporting/Analytics
  • Keyword Tracking
  • Brand Tracking
  • Post Scheduling
  • Alerts/Notifications
  • Automated Publishing
  • Multi-Account Management
  • Social Media Integration
  • Campaign Management
  • Multi-Campaign
  • Collaboration Tools
  • Calendar Management
  • Referral Tracking
  • Mobile Access
  • Lead Qualification
  • Contact Database
  • Sales Pipeline Management
  • Territory Management
  • Quotes/Estimates
  • Customizable Fields
  • Calendar/Reminder System
  • Marketing Automation
  • Task Management
  • Interaction Tracking
  • Social Media Integration
  • Pipeline Management
  • Lead Capture
  • Forecasting
  • Contact Management
  • Email Management
  • Lead Generation
  • Workflow Management
  • Activity Dashboard
  • Internal Chat Integration
  • Segmentation
  • Alerts/Notifications
  • Document Storage
  • Lead Management
  • Reporting/Analytics
  • Data Import/Export
  • Access Controls/Permissions
  • Activity Dashboard
  • Alerts/Escalation
  • Asset Lifecycle Management
  • Automated Responses
  • Automated Routing
  • Change Management
  • Collaboration Tools
  • Configurable Workflow
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Help Desk Management
  • Incident Management
  • IT Asset Management
  • Knowledge Base Management
  • Macros/Templated Responses
  • Multi-Channel Communication
  • Multi-Language
  • Prioritization
  • Problem Management
  • Release Management
  • Reporting/Analytics
  • Self Service Portal
  • Service Catalog
  • Service Reporting
  • Support Ticket Management
  • Support Ticket Tracking
  • Task Management

Dynamics 365 Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$50 Per User

Dynamics 365 FAQs

  • No, Dynamics 365 does not offer a free version.

  • Yes, Dynamics 365 offers a free trial.

  • No, Credit Card details are not required for the Dynamics 365 trial.

  • Dynamics 365 offers the following pricing plans & packages:

    Basic

    $50 Per User

  • Dynamics 365 supports the following payment frequencies:

    • Monthly Subscription

  • No, Dynamics 365 does not offer an API.

  • Dynamics 365 offers support with the following options:
    • 24x7 Support , Email , Phone , Chat , Knowledge Base , FAQs/Forum

  • Dynamics 365 offers training with the following options:
    • Documentation

  • Dynamics 365 supports the following languages:
    • English

  • Following are the typical users of the Dynamics 365:
    • Self-Employed , Small-Business , Midsize-Business

  • Dynamics 365 supports the following deployment:
    • Cloud Hosted , On-Premise

  • Dynamics 365 supports the following devices and operating systems:
    • Web-Based , iPhone , Android , Windows , Linux