Dynamics 365

Pros

I have used this software for over 7 years and over those years have seen it grow and improve at a remarkable rate. With the introduction of Flow/Power Automate and Canvas Apps the abilities of this business application stack are unmatched. You are truly only limited by your own imagination. Microsoft provides great account management resources that will help keep you on the cutting edge.

From a price perspective, Dynamics is very competitive. What you get out of the box cannot be touched by any competitor namely, Salesforce. You will spend a fortune to get the same utility from a Salesforce implementation.

Salesforce and competitors also do not have anything like Azure. Having all of your business application ecosystem under such an umbrella is incredibly powerful.

Cons

I have had less than ideal interactions with support. Mostly they are positive but often times they don't typically know enough about the product and will ask me for information that i already provided in detail upon initial case submission. That being said, this product is innovating and improving so much you can't possibly expect all the people supporting it to be 100% on top of their game. They SHOULD be but realistically you are going to run into people that are just intermediaries between you and someone that can actually help. This isn't really a Dynamics issue at all but you will need to rely on support if you go with an online installation.

Pros

The breadth of features across Field Service and typical CRM are impressive overall. The scheduling capabilities in Field Service (and now available for other scheduling items) are second to none (at least in other items compared to).

Cons

With the online version, we have run into few problems, but we do occasionally run into slow performance. This is not often, but when it does occur (slow page refreshes, especially in the scheduling tool) it can be painful for our users.

Pros

Dynamics 365 comes with a full array of features and functionality that allows tracking of clients, communications, prospects, opportunities, and the full relationship with your contacts. It's integration with outlook and ability to be custom designed in terms of fields and views gives it a potential to encompass and cover all your company's needs.

Cons

Building out the functionality can be somewhat complicated when designing custom features and additionally tracking security and roles takes a measured approach to verify security of data and privacy.

Pros

It's fairly easy to navigate and find what you are looking for. It's the CRM we already had and we've built a number of internal integrations with it.

Cons

There are a few really bizarre things about the user interface. 1. The "save" button is at the very bottom, right-hand corner of the screen, where there are literally zero other buttons. It feels like the least intuitive place for something as important as a save button. When I first started using the CRM, it took me almost a week to realize you could actually save something. 2. The sign in process is as clunky as it gets. Every 24 hours, Dynamics signs you out automatically (not a big deal, Salesforce does this too). However, once you are signed out, instead of taking you to a page where you can sign back in, or do anything, it just takes you to a dead page that tells you that you've been signed out and suggests you close all your browser windows to then sign back in. The process is madness, and it hasn't changed. 3. When you are loading the home page, you typically want to search a record, so you start typing something in the search field. Just as the page is about to finish loading, it moves your cursor down to the "What's New" section to post something. The result is that I have a few posts that contain nothing more than partial account names that I was trying to search. The last major hang up is that very few workflow automation tools like Toutapp, Yesware, ect will integrate with Dynamics (mostly because so few of their customers actually use Dynamics). This has prevented us from buying the programs we want to use for our sales team.

Pros

The overall functionality of the applications, especially on the customization of the interface. We both use the CRM and the ERP Solutions of the products. It is like all in one together the Sales, Finance, Marketing and Customer Service and Operation.
I definitely recommends to use Microsoft Dynamics and its easy to adopt.

Cons

It requires expert developer to make the system more operational and it was not meant or design for small businesses.