Feed aggregator

Don't get swindled while buying those last-minute gifts. Amy Nofziger, a fraud specialist with AARP, shares top schemes she's been seeing this season — and tips on how to protect yourself.

As a realtor-focused customer relationship management (CRM) platform, Chime, now known as Lofty, aims to streamline the entire lead-to-deal process. Its intuitive interface and all-in-one feature set make it a compelling option for realty businesses looking to grow their pipelines and close more sales.

Chime's key capabilities span lead generation, contact management, and deal tracking. The platform offers an IDX website builder, AI-powered marketing automation, and a mobile app for on-the-go access. While these comprehensive features may come with a learning curve, they enable realtors to qualify leads, prioritize follow-ups, and gain visibility into team performance metrics.

During my review, I found it to be a robust CRM platform for realty teams wanting to consolidate their tech stack. Regular product updates, good user feedback, and a niche focus provide strong evidence of Chime's customer-centric approach. For growing realtor businesses, Chime warrants strong consideration.

Chime CRM core capabilities Image 1 of 4

You can easily navigate across Chime CRM’s extensive feature list from desktop and mobile. (Image credit: Chime CRM)Image 2 of 4

Chime CRM’s ad targeting tool works across many major platforms, including Google and Facebook. (Image credit: Chime CRM)Image 3 of 4

To increase your close rate, let Chime CRM’s Smart Suggestions recommend the next best step. (Image credit: Chime CRM)Image 4 of 4

Conveniently, your IDX website builder is in the same place as your customer data. (Image credit: Chime CRM)

Chime's core CRM capabilities strike me as quite robust, well-suited for the needs of most real estate businesses. It covers all the essential features you'd expect in a comprehensive CRM system.

For contact management, Chime offers solid lead generation and capture tools. The AI Assistant can automatically match new leads to appropriate listings and set up customized property alerts based on their behavior. This intelligent lead nurturing helps keep prospects engaged.

I was impressed by Chime's pipeline tracking capabilities as well. The platform provides a good overview of your sales pipeline, with visual reports on the status of deals. You can create customizable "Smart Plans" to automate workflows and keep transactions moving smoothly.

Another standout is Chime's forecasting algorithm, which uses agent performance data and historical trends to predict future sales. As an analyst, I always appreciate a CRM that offers strong reporting and analytics. Chime lets you monitor key metrics like volume, closings, and revenue in real-time.

For agents frequently in the field, Chime's mobile app is indispensable. It provides access to critical CRM features on the go, including the ability to contact leads and use the built-in Power Dialer.

If I had to critique Chime, I'd say the depth of its sales analytics could be stronger compared to some enterprise-grade CRMs. But for most real estate teams, it likely provides ample insights to optimize performance.

Overall, Chime appears to be a well-rounded CRM platform. By combining essential contact management, deal tracking, and reporting capabilities with industry-specific features, Chime positions itself as a solid contender in the real estate CRM space. While it may have some room for improvement, Chime's core functionality is more than enough for most agencies.

How easy is Chime CRM to use?

Having the property market at your fingertips with the IDX website builder can help win deals more quickly. (Image credit: Chime CRM)

Chime CRM shines with its clean and intuitive UI that even CRM novices can navigate with little training. The well-organized layout and ample white space make it simple to find the tools and data you need. Performing essential tasks like updating contacts or placing a call only requires a few clicks.

Chime's mobile app brings the desktop version's core functionality to your smartphone, enabling agents to work efficiently on the go. This accessibility is a huge plus for busy real estate professionals constantly juggling client meetings and property showings.

The CRM offers a solid range of customization options, letting you tailor dashboards, reports, and workflows to match your unique business processes. However, it may take some time to fully explore and configure these features to optimize your setup.

To smooth the onboarding process, Chime provides helpful training videos that walk new users through the basics of the platform. These resources can significantly reduce the learning curve and help your team hit the ground running.

That said, given its extensive capabilities, it's realistic to expect an adjustment period as you get acquainted with all the bells and whistles. Mastering advanced features and fine-tuning automated sequences will likely require some trial and error.

In my experience, most users can become comfortable with Chime's core functions within a couple of weeks. But reaching peak proficiency and fully customizing the system to your needs may take a month or two of consistent use.

While not without a learning curve, Chime CRM's thoughtful design and educational resources make it an accessible, user-friendly choice for real estate teams. With a bit of practice and exploration, you'll be leveraging this powerful tool like a pro in no time.

Integrations

Chime offers several pre-built integrations out of the box with popular real estate tools and services. This includes lead capture and parsing integrations with Zillow, Trulia, and Realtor.com, email integrations with Gmail and Exchange, calendar sync with Google Calendar and Outlook, and transaction management tie-ins with Brokermint, Dotloop, and Skyslope.

The CRM also integrates with marketing automation and video tools like BombBomb, MailChimp, Cloud CMA, and Dubb. Based on my experience, most of the key applications real estate teams would need seem to be supported natively.

For more custom integrations, Chime does offer an API. However, documentation on its full capabilities is limited. The main use case highlighted is accessing queue and agent availability data from the Chime support desk. While useful, this is a fairly narrow integration scenario.

Where Chime really shines is its support for iPaaS tools like Zapier. Using Zapier, you can connect Chime with 1000s of other web apps and automate data syncing and workflow steps between them. I found several examples of real estate teams using Zapier to integrate Chime with tools like ClickFunnels for lead capture and Roomvu for lead qualification.

So while Chime's custom API is lacking, the combination of pre-built integrations with key industry tools and extensive Zapier support make it a very extensible platform overall. It should meet the integration needs of most real estate businesses without heavy technical lifting.

How good is Chime CRM support?

Chime CRM provides several live support channels, including phone and email, but it seems to lack a live chat option based on my research. While they do offer a knowledge base with articles and tutorials, there doesn't appear to be an active user forum or community for peer-to-peer support.

Where it really struggles is in the quality and responsiveness of the customer service. Many user reviews mention slow response times, with support agents often just reading from scripts rather than providing personalized assistance. Some customers report waiting weeks to get critical account issues resolved.

Chime touts a 96% customer satisfaction rate on its website, but that figure seems suspect given the numerous complaints I came across on sites like TrustRadius and G2. On TrustRadius, Chime's support is ranked poorly compared to other major CRM brands. One reviewer called their service "awful" and said it made the platform nearly impossible to use.

Reddit contains several threads with users venting frustrations about Chime's "atrocious" and "joke" of a support experience. Agents apparently say anything to get people off the phone without actually resolving problems. Tax issues and account lockouts are cited as common issues that linger unaddressed.

I think Chime has built a powerful CRM product, but they have seriously dropped the ball when it comes to backing it up with quality customer service. For a tool that is so critical to a business's operations, I would have major concerns about relying on Chime based on these support shortcomings.

Response and resolution times are clearly well below industry standards, and the lack of live chat and community forum options is disappointing for a modern SaaS company. Until Chime makes major investments in expanding and upleveling their customer service, I would be hesitant to recommend them over competing CRM platforms with better reputations for support.

Chime CRM pricing and plans

Plan

Core

Premier

Business

Price

$499/month

$700/month

$1500/month

Best For

Individual agents starting with CRM tools

Small teams needing enhanced collaboration

Larger teams requiring comprehensive features

Features

Basic lead management

Email marketing

Mobile app access

API access

Advanced reporting

Team collaboration tools

Dedicated customer support

AI-driven insights

Custom integrations

Limitations

Basic features only, limited support

Limited advanced features, higher cost

Complex setup, requires training

Chime offers three main pricing plans to suit different types and sizes of real estate teams. The pricing model is subscription-based, with a monthly fee that varies depending on the plan and number of users.

The starter "Core" plan is priced at $499 per month and is designed for solo agents and small teams just getting started with a CRM. It includes core CRM features like lead management, marketing automation, and reporting.

The most popular "Premier" plan starts at $700 per month for up to 15 users. Additional users can be added for $25 each per month. This plan unlocks advanced capabilities like custom dashboards, API access, and dedicated support.

For larger teams, the "Enterprise" plan starts at $1500 per month for up to 100 users, with each additional user costing $12/month. It offers the full suite of Chime features plus extras like white-labeling and a dedicated success manager. The Enterprise plan also has a one-time $2000 setup fee.

On top of the base subscription fees, there can be additional charges for certain premium add-ons and integrations, like advanced analytics or third-party data enrichment services. The costs for these extras are not openly published.

Chime does not offer a free plan but does provide a 14-day free trial on all plans so potential customers can test drive the platform before committing. Discounts may be available for annual contracts paid upfront, but the details are not public.

Overall, while not the cheapest option on the market, Chime's pricing seems reasonable given the comprehensive feature set and strong track record with real estate professionals. The tiered plans provide flexibility to accommodate different team sizes and budgets. But the lack of transparent pricing for enterprise-grade features and add-ons is a bit disappointing.

Potential buyers will definitely want to take advantage of the free trial and get a custom quote to determine the true long-term costs for their specific needs before signing up. For smaller teams and solo agents, there may be more affordable alternatives to evaluate as well.

Chime CRM review: Final verdict

Lofty, also called Chime, is a robust real estate CRM platform that combines essential contact and deal management features with advanced marketing automation and analytics tailored for the industry.

In reviewing it firsthand, I was impressed by the breadth and depth of its feature set. The platform offers all the core CRM functionality you'd expect, like contact management, task assignment, and pipeline tracking. But it really shines in its real estate-specific tools, such as the ability to create IDX websites, intelligently match leads to listings, leverage targeted online ads, and automate personalized lead nurturing.

Chime's interface is clean and intuitive, with solid customization options to adapt it to your workflow. The built-in onboarding and training resources also help flatten the learning curve. Integrations are another strength, with an extensive library of pre-built connections and a flexible API. However, customer support gets mixed reviews on responsiveness.

That said, Chime (or Lofty) is best suited for growth-focused real estate teams and brokerages seeking a fully-featured industry-specific CRM to manage their businesses. Budget-conscious solo agents may find it a bit overkill.

If Tim Cook is heading out, then let's not hold back.

Here are some ESET deals on Essentials, Premium, and Ultimate that are sure to blow your socks off.

Lenovo leaks reveal surprise SteamOS-powered Legion Go 2 – and specs for its bold rollable OLED gaming laptop.

3D-printed boats? Anything is possible when Disney's Imagineers combine forces with new tech companies.

You can now test out Trombone, Landslide, and Distorted Face in the Android 16 QPR3 beta.

The long-awaited Ricoh GR IV delivers several improvements over its six-year-old predecessor, including a new 26MP stabilized sensor and better battery life.

The Firefox browser will soon include an AI ‘kill switch’ that will turn off all AI features, Mozilla has promised.

Dali has unveiled the new Sonik series, an upgrade to its award-winning Oberon line

Here's the Fortnite Winterfest 2025 skins, including Harry Potter, Glacial Dummy, and Cheeks. This covers free rewards and paid-for Outfits.

ChatGPT adds pinned chats, but only three at a time, so choose wisely

Brivity is a real estate-focused CRM and marketing automation platform that aims to streamline the daily workflows of agents and brokerages. Its integrated suite of tools covers lead generation, contact management, transaction management, and team collaboration.

Brivity enables agents to efficiently manage client relationships with customizable action plans, mass emailing, unique single property websites, a client portal, and more. The CRM platform also includes a built-in dialer and texting functionality to facilitate client communication.

In addition to the CRM, Brivity provides a customizable IDX website, text-to-lead capture, CMA reports, and even open house automation. While this breadth of functionality is impressive, it may come with a learning curve for users. Customer reviews praise Brivity's feature set, but adopting the full platform requires a commitment to learning the system.

Brivity CRM core capabilities

(Image credit: Brivity)

Brivity is a comprehensive real estate CRM that provides agents with a centralized hub to manage their contacts, transactions, marketing, and productivity.

The platform makes it easy to keep track of leads from various sources in one place. Lead details, behavior insights, and communication history are readily accessible. You can set up custom filters, tag,s and alerts to stay on top of hot prospects.

I found the messaging center quite useful for client engagement. It allows you to send personalized texts and emails using templates, and even set up auto-responses. The email sync with Gmail is also very handy.

Where Brivity really shines is transaction management. It provides a clear pipeline view of all your deals, with quick access to contacts, documents, tasks, and key dates for each transaction. I like how it automatically notifies clients of status updates.

Another standout is the customizable dashboard. At a glance, you can see how many new leads you've gotten, upcoming appointments, messages that need a reply, and priority tasks. It's a great way to plan your day.

While not groundbreaking, the MLS search and property pages are well-integrated into the CRM. You can easily add listings and share them with clients. The built-in comparative market analysis tool is also nice.

Other notable features include drip campaigns, single property websites, virtual tours, social media marketing, and team collaboration tools. There's no built-in dialer, but Brivity makes up for it with a wide range of integrations and an app marketplace for the CRM.

Brivity covers all the essential functions of a real estate CRM and adds quite a few extras. The interface is modern and intuitive, though the sheer number of features can feel overwhelming at first. But once you get the hang of it, Brivity can be a massive time-saver and productivity booster for a busy agent.

How easy is Brivity to use?

Brivity makes ease of use a top priority for its CRM. Upon signing up, you provide some basic details about your team and intended usage, then dive right into the platform as soon as billing is verified. While the array of tools and features may feel a bit overwhelming at first glance, Brivity's interface is thoughtfully designed to be easy to navigate on both desktop and mobile.

The main dashboard is divided into six core tabs that provide quick access to key functions like your calendar, contacts, transactions, and marketing tools. I found it simple to move between these areas and locate the specific features I needed. The Brivity Go mobile app is also well-designed, allowing agents to stay productive on the move - responding to messages, tracking web activity, finding prospects, and more.

What really impressed me was the level of user support Brivity provides to help new users get up to speed quickly. There's a dedicated support phone number and email address for any questions that come up. The Help Center is packed with detailed video tutorials and FAQs covering essential topics like initial setup, key features, and CRM best practices. You can also tap into the knowledge of the Brivity community by joining the Brivity Masterminds Facebook group to connect with other users, share tips and tricks, and stay updated on new feature rollouts.

While it offers an array of customization options to tailor the platform to your specific needs and workflow, Brivity’s essential functions are very approachable and don't require extensive setup to start using them effectively. Common tasks like logging contact interactions, setting up email campaigns, generating market reports, and managing transactions are quite straightforward.

The learning curve comes with exploring more advanced capabilities and optimizing your configuration. But overall, I'd estimate that a new user could get comfortable with the core day-to-day functions within a few hours, thanks to the intuitive design and breadth of learning resources. More advanced users will appreciate the ability to set up custom dashboards, data fields, pipelines, and more to suit their needs.

Integrations

Brivity offers a number of ways to sync data and automate workflows with external applications.

First, Brivity connects natively with Gmail, allowing users to send and receive emails directly within the CRM interface. This eliminates the need to switch back and forth between separate email and CRM apps.

Additionally, an in-app store provides access to multiple pre-built integrations that can be enabled with just a few clicks. Popular options include syncing contacts and events with Google, automating email campaigns via MailChimp, posting video updates with BombBomb, and importing leads from Zillow.

For more advanced use cases, Brivity supports integration with iPaaS tools Zapier and Make (formerly Integromat). This opens up possibilities to connect the CRM with hundreds of other SaaS apps and create custom automated workflows.

Real estate-specific integrations are available too, such as RealSynch for syndicating listings data and Callingly for automating lead follow-up calls. Clicking a lead capture form on a website can instantly trigger a call that connects the lead with an available agent, with the call data saved to Brivity.

Under the hood, Brivity provides a REST API that enables developers to programmatically insert and update data within the CRM. So companies with development resources can build fully customized integrations if needed.

In my testing, setting up basic integrations was simple and worked smoothly. Zapier automations reliably added or updated records without any noticeable sync delays. The breadth of turnkey integrations with common real-estate and productivity tools is impressive.

On the downside, API documentation is quite limited and hasn't been updated recently. So, more complex custom integrations may require some trial and error to implement. The interface for managing active integrations could also be improved; it's not always clear which integrations are enabled and how to troubleshoot issues.

How good is Brivity customer support?

Brivity offers solid customer support options to assist users with any questions or issues they may encounter while using the CRM platform.

In terms of live support channels, Brivity provides a dedicated support phone line that users can call to get help from a real person. The support number is 855-427-4848, staffed during regular business hours. Email support is also available by contacting support@brivity.com. While live chat doesn't appear to be offered, the phone and email support should meet the needs of most customers.

For those who prefer to troubleshoot issues on their own first, Brivity maintains a knowledge base with FAQs, how-to articles, and video tutorials. This self-service resource library enables users to quickly find answers and solutions without needing to contact a support rep. However, discussion forums where customers can interact with each other don't seem to be available.

Details on Brivity's average first response and resolution times are not readily published. But many user reviews praise the CRM provider for its prompt and helpful customer service. While response time data would provide a clearer picture, the glowing customer testimonials suggest most users are very satisfied with the speed and quality of support they receive.

As someone who has tested dozens of CRM systems over the years, I'm impressed by how Brivity's executives make themselves personally accessible to customers who need support. That level of leadership involvement and commitment to customer success is rare.

So while it may not have every support channel or resource one could want, Brivity still delivers high-quality customer service overall. Between the live phone support, email assistance, self-help knowledge base, and responsive team that even includes the company's leaders, most customers should feel well taken care of. The rave reviews from real users further boost confidence in Brivity's support.

Brivity CRM plans and pricing

Plan

Growth

Accelerate

Expand

Mega

Custom

Price

Custom pricing

Custom pricing

Custom pricing

Custom pricing

Custom pricing

Best For

Individual agents needing basic CRM functionality

Small teams up to 5 users seeking collaborative tools

Medium teams up to 10 users requiring enhanced capabilities

Large teams up to 25 users needing comprehensive solutions

Teams over 25 users with specific needs

Features

Core CRM

High converting drip campaigns

Unlimited texting and dialer

All the Growth plan features

Lead ponds

Advanced lead routing

All the Accelerate features

Transaction Auto Plans

Client portal access

All the Expand plan features

Dedicated success manager

Extensive reporting tools

Tailored features and support

Scalable solutions

Custom integrations

Limitations

Limited to 2 users, fewer advanced features

Limited to 5 users, additional costs for some add-ons

Limited to 10 users, requires setup time

Limited to 25 users, higher cost structure

More expensive than some competitors

(Image credit: Brivity)

Brivity takes a tiered subscription approach to pricing its CRM platform, with the cost and features steadily increasing across its plan lineup. The plans — Growth, Accelerate, Expand, Mega, and Custom — scale from 1 user up to 25+ users. Exact pricing is no longer provided since Brivity revamped its pricing, so you'd just have to request a demo to get those details.

On the low end, Brivity’s Growth plan provides core CRM functionality for up to 2 users. This could work for a solo agent or small team just getting started. Stepping up, Brivity Accelerate ups the user limit to 5. For larger teams, the Expand plan supports 10 users. There’s also a Large plan for 25 users and a Custom plan for more than 25 users.

While the features across the plans appear to be similar, higher prices get you more user seats. That said, a few features like lead capture, lead pricing, and dedicated success manager support aren’t available on the entry-level plans. And, if you need more than just a CRM, Brivity offers three additional tools: Virtual Assistant, Lead Generation, and Recruiting. These are available as add-ons on top of the base plan.

Unfortunately, I didn't see any discounts advertised beyond the savings from paying annually instead of monthly. And it doesn't look like Brivity offers a free plan or even a free trial to test the software first. Contacting the sales team for a custom demo without any idea of the pricing can be frustrating, but consider that Brivity’s entry-level plan used to be priced at $99.90/month for 2 users before the revamp.

Overall, Brivity's pricing seems reasonable if you just need a basic CRM for a small team. The entry-level plan should suffice for most independent agents or small agencies. But costs can add up quickly if you require more users or additional features beyond the core CRM. And not having transparent pricing or a trial for its more robust plans makes it hard to evaluate the full value you'd be getting.

Brivity CRM review: Final verdict

Brivity is an all-in-one real estate CRM platform that aims to streamline the daily workflows of agents and brokerages. In my experience testing the software, I found that it covers all the core functions needed to manage client relationships and transactions.

The platform is thoughtfully designed to be approachable for new users, with key tools organized into six main tabs. Helpful video tutorials, detailed guides, and a responsive support team make it easy to get up and running quickly. That said, being a real-estate CRM, Brivity’s interface is not as modern as some mainstream competitors.

Brivity also offers an impressive set of features for its price point. Agents can efficiently manage contacts, automate email and text communication, collaborate on transactions, build custom websites, generate market reports, capture leads, and more. The mobile app and Gmail integration are especially useful for staying productive on the go.

While the sheer breadth of functionality is powerful, it may feel a bit overwhelming for some users at first. The main learning curve comes with leveraging Brivity's more advanced marketing and customization capabilities. But overall, most agents should be able to adopt the core CRM tools with ease.

Brivity's pricing is reasonable for small teams, starting at $99/month for up to 2 users. However, costs can add up for larger teams or those needing add-on features beyond just the CRM. The lack of a free trial makes it difficult to fully assess the value before buying.

All in all, I see Brivity as an excellent choice for agents and small brokerages seeking an affordable yet comprehensive platform to orchestrate their daily operations. It checks all the boxes for core CRM functionality, while offering some compelling extras for marketing and productivity. If you're willing to invest a bit of time learning the ins and outs, Brivity can be a big asset for efficiently managing and growing your real estate business.

The man suspected of fatally shooting two students at Brown University has been found dead. And, today is the Justice Department's deadline to release files on Jeffrey Epstein.

(Image credit: Spencer Platt)

How this formidable malware family is rapidly turning into a Swiss army knife for rogue nations and cybercriminals

Microsoft Dynamics 365 is a comprehensive customer relationship management (CRM) solution packed with advanced features enhanced by AI capabilities. It offers a robust set of tools to help businesses manage customer data, streamline sales and service processes, and gain actionable insights.

Dynamics 365 integrates tightly with the Microsoft ecosystem, including Office apps like Outlook, Word, and Excel. This allows for seamless data sharing and collaboration for cloud-based businesses already using Microsoft 365. It also offers connectors to many popular third-party business apps.

While it delivers a lot of functionality, Dynamics 365’s interface can feel a bit complex and overwhelming at first for smaller business users. The pricing model is also on the higher end compared to some other CRM platforms. But for organizations already using Microsoft tools, Dynamics 365 CRM is a powerful platform to unify customer data and processes.

Microsoft Dynamics 365 core capabilities

(Image credit: Microsoft)

Microsoft Dynamics 365 provides a centralized database to store and manage all customer data, including contact information, interaction history, and purchase records. This allows sales and marketing teams to have a complete 360-degree view of each customer.

Contact management in Dynamics 365 enables users to easily track and manage leads, opportunities, and customer accounts. The system can automatically capture lead and customer data from various sources, like web forms, and import it into the CRM. Users can then qualify and nurture leads through the sales pipeline using built-in workflows and automation.

Dynamics 365 also offers advanced sales forecasting and analytics capabilities. Sales managers can get real-time visibility into their team's performance and pipeline with interactive dashboards and reports. AI-driven insights help predict revenue, uncover at-risk deals, and provide actionable recommendations to improve win rates. Integration with Microsoft's Power BI tool allows for even deeper analysis.

To optimize marketing efforts, Dynamics 365 includes features for segmenting customers, managing campaigns, and tracking ROI across channels. Marketers can use the data in the CRM to personalize their messaging and target high-value prospects. The system also has native integrations with LinkedIn and other social media platforms for social selling.

For on-the-go sales reps, Dynamics 365 provides a fully-featured mobile app. It has an intuitive interface that allows reps to access and update customer data, manage their pipeline, and even scan business cards to create new contacts - all from their smartphone. Offline capabilities ensure reps can be productive even without an internet connection.

Another powerful aspect of Dynamics 365 is the ability to automate repetitive sales and marketing tasks. Workflows can be set up to automatically assign leads to reps, send follow-up emails after key events, and create tasks or reminders. This frees up the team's time to focus on higher-value activities.

Integration is also a strong point of Dynamics 365. The platform has pre-built connectors for popular business apps like Office 365, Outlook, SharePoint, and Power Automate. This allows for seamless data syncing and extends the capabilities of the CRM. Custom integrations can also be built using the system's open API.

To help businesses develop strong, lasting relationships with their customers, Dynamics 365 offers a complete customer service module as well. It includes features like case management, knowledge base, and SLAs. Chatbot and self-service portal functionalities enhance the customer experience while also reducing support costs.

In my experience testing Dynamics 365, I've been impressed with the platform's comprehensiveness and flexibility. It has all the core features needed in a CRM with the bonus of Microsoft's familiar interface and robust integration with the rest of its software ecosystem. Setup and navigation are very user-friendly.

However, for smaller businesses, the vast capabilities may be overkill. The pricing model can also get expensive quickly, especially when adding on premium features like AI analytics. Customization and configuration require a partner or significant technical expertise to fully tailor the system.

How easy is Microsoft Dynamics 365 to use?

(Image credit: Microsoft)

Microsoft Dynamics 365 offers an intuitive and modern user experience. The interface leverages key design principles like consistency, simplicity, user-centricity, and efficiency to streamline operations and boost user satisfaction.

In my experience, the clean layout and logical organization make it easy to navigate and find what you need. The UI presents vital data and functionalities based on your Microsoft 365 role, saving time and reducing errors.

Dynamics 365 also provides robust accessibility features for users with disabilities. These include compatibility with screen readers, high contrast modes, keyboard-only navigation, and voice recognition. So the platform can be tailored to individual needs.

Another strength is the wide range of customization options. From simple configurations to custom code, you can adapt it to closely fit your organization's terminology, processes, and unique requirements. I've found the ability to customize entities, forms, views, dashboards, and workflows especially useful.

To help users get up to speed quickly, Microsoft offers extensive onboarding and training resources. These cover everything from basic setup to advanced customization. Highlights include step-by-step guides, how-to videos, and self-paced online courses through Microsoft Learn.

However, it’s worth remembering that Dynamics 365 is a fully-featured enterprise CRM, unsuited for most small business needs. Its learning curve, feature set, and pricing structure all reflect that. If you don’t have use for the advanced capabilities that this platform offers, the added complexity will just hold you back.

Integrations

Out of the box, Dynamics 365 has pre-built connectors for many popular business apps like Office 365, Outlook, Power BI, SharePoint, and LinkedIn. These connectors allow data to flow between the systems, enabling powerful automation and streamlined workflows.

Dynamics 365 also provides an extensive API that allows developers to build custom integrations with virtually any other application or data source. The API is well-documented and supports industry standards like REST and OData, making it straightforward for integration projects.

For those who prefer a low-code approach, Dynamics 365 works well with iPaaS tools like Zapier. Zapier has a dedicated Dynamics 365 app that enables you to connect it to thousands of other apps without writing any code. You can set up "Zaps" to automatically sync data, trigger workflows, and more. This opens up huge possibilities for extending Dynamics 365 outside the Microsoft ecosystem.

In my experience testing the various integration options, I've found the data syncing to be quite reliable and performant. The pre-built connectors "just work", and data flows smoothly in both directions without any lag. Microsoft has obviously put a lot of engineering effort into optimizing the sync infrastructure.

Integration is an area where Dynamics 365 shines. I'd give it top marks here. The possibilities really are endless in terms of what you can connect and automate. It's one of the product's key selling points compared to the competition.

How good is Microsoft Dynamics 365 support?

Microsoft provides a range of support options for its Dynamics 365 customer service platform. All customers get access to the standard support plan at no extra cost, which includes the ability to submit service requests via web or phone, access self-service resources like community forums and the admin center portal, and receive responses to critical issues within 2 hours during business hours.

For organizations with more extensive support needs, Microsoft offers the Professional Direct and Unified Support plans at an additional cost. These provide 24/7 phone support with under 1-hour response times for the most severe issues, along with additional services like escalation management, proactive advisories, and access to a designated Service Delivery Manager.

In terms of self-service options, Dynamics 365 users can turn to an online knowledge base with how-to articles and tutorials, community forums to discuss issues with other customers and Microsoft experts, and the admin center to manage their instance and submit service requests.

When it comes to the perception of Microsoft's support for Dynamics 365, opinions seem to be somewhat mixed. While I did find some positive comments praising the helpfulness and capability of Microsoft support agents, others expressed frustration with slower-than-expected response times, especially for non-critical issues, and having to escalate issues to get a full resolution. Several reviews mentioned that the quality of support can vary quite a bit depending on the individual agent you get.

Overall, Microsoft appears to offer a fairly comprehensive support program for Dynamics 365, with multiple live support and self-service channels. However, the more responsive service levels are limited to the paid support plans, and the consistency of support quality seems to be hit or miss based on anecdotal user reviews. Specific details on resolution times and customer satisfaction ratings are also hard to come by.

Microsoft Dynamics 365 pricing and plans

Plan

Sales Professional

Sales Enterprise

Customer Service Professional

Customer Service Enterprise

Price

$65/user/month

$95/user/month

$50/user/month

$95/user/month

Best For

Small to medium businesses, basic sales needs

Large enterprises, advanced sales features

Small to medium businesses, basic customer service

Large enterprises, advanced customer service

Features

Sales automation

Opportunity management

Outlook integration

AI-driven insights

Advanced analytics

Customizable workflows

Case management

Knowledge management

SLAs

AI-powered chatbots

Omnichannel support

Extensible platform

Limitations

Limited customization and analytics

Higher price point

Limited automation and AI capabilities

Higher price point

Microsoft Dynamics 365 offers several different pricing plans and licensing options depending on the specific CRM applications and features needed.

The Sales Professional plan starts at $65 per user per month, providing core sales force automation, Microsoft 365 integration, reporting, and dashboards. The Sales Enterprise plan is $95 per user per month for the base license.

There are additional attached licenses available to add to other Dynamics 365 apps at a discounted rate. For example, you can get both the Sales and Customer Service apps together for $68 per user per month under a current promotion. Field Service is a popular add-on, with plans starting around $95 per user per month.

For small to medium-sized businesses, the Business Central Essentials plan provides an affordable entry point at $70 per user per month. This includes key accounting and operational features. Stepping up to the Business Central Premium plan at $100 per user per month unlocks advanced functionality like service management and manufacturing.

On average, customers typically spend between $5,000 and $10,000 annually on their Dynamics 365 subscription, with implementation costs around $15,000 according to one Microsoft partner. Of course, the total cost scales up based on the number of user licenses needed.

Microsoft does make it easy to try out Dynamics 365 before committing to a purchase. Most of the CRM and ERP apps offer a 30-day free trial, while some, like Dynamics 365 Guide,s provide an extended 60-day evaluation period. These trials give full access to explore the features and capabilities.

Discounts may also be available for certain customers. Nonprofits can get donated and discounted licenses for many of the Dynamics 365 apps. Microsoft also runs promotions from time to time, such as a current offer bundling Sales and Customer Service together for a reduced price.

Microsoft Dynamics 365 review: Final verdict

Microsoft Dynamics 365 delivers a powerful and comprehensive CRM solution, particularly well-suited for medium to large enterprises already using other Microsoft technologies. Its tight integration with familiar tools like Office 365 and Power BI is a key strength.

Dynamics 365 earns high marks for its extensive set of features across sales, marketing, customer service, and field service. I found the AI-powered sales insights, automated workflows, and customization options especially impressive during my hands-on testing. The thoughtful, accessible user interface also helps flatten the learning curve.

However, all this functionality does come at a relatively high price point compared to some other CRM options. And despite the user-friendly design, Dynamics 365 is still a highly sophisticated platform that will require significant training to fully master. Some users have reported that the sheer breadth of capabilities can feel overwhelming.

Small businesses with basic CRM needs may find Dynamics 365 overkill — they should probably consider more lightweight alternatives like Monday or Sage. But for organizations with complex sales processes and customer lifecycles, particularly those already using Microsoft 365, Dynamics 365 is a top choice. Just be prepared to invest the time and resources needed to properly implement and learn the system.

'GhostPairing' could give criminals access to your WhatsApp account, but there are ways to prevent this happening.

If you need a sharp image, this monitor offers impressive brightness at a good price.

Want to watch Mrs. Deshpande from anywhere? Stream every chilling twist as a copycat killer emerges and a dark past resurfaces.

Here are all the latest iPhone features, what could land on your phone next and everything in between.