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Dynamics 365 Sales Reviews

Vendor: Microsoft
4.3 out of 5
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What is Dynamics 365 Sales?

Dynamics 365 Sales empowers teams with capabilities in lead management, scheduling, and workflow organization. Its Office 365 integration and comprehensive ERP features enhance productivity and control.

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Buyer's Guide
Dynamics 365 Sales
December 2024
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Helped 824,053 peers since 2012

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Dynamics 365 Sales mindshare

As of December 2024, the mindshare of Dynamics 365 Sales in the CRM category stands at 0.3%, up from 0.1% compared to the previous year, according to calculations based on PeerSpot user engagement data.
CRM

PeerAnalyst reports

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CategoryCRMDec 21, 2024Download
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Key learnings from peers

Valuable Features

Dynamics 365 Sales enhances lead management and scheduling through efficient planning and meeting organization, offering comprehensive workflow control. Seamless integration with Microsoft platforms, user-friendly features, remote access, and robust third-party tool compatibility are key. Its customizable platform applications enhance visibility and control, while REST APIs facilitate integration. Dynamics 365 Sales is reliable, with fast reporting and strong documentation. Tailored pricing and familiar interfaces streamline training, maximizing user efficiency and satisfaction.
  • "The tool is on the same screen as Microsoft and Windows, which makes it easier for end users to learn. Its features are good, and the solution's integration is without challenges."
  • "Dynamics 365 Sales facilitates remote access, allowing sales teams to work efficiently from mobile devices."
  • "Dynamics 365 Sales offers robust integration capabilities with third-party tools, complemented by our in-house developed applications. We've tailored our pricing within Dynamics 365 to suit our specific needs, collaborating closely with our teams for its development. Leveraging Azure and Microsoft Office 365 integration, Dynamics 365 becomes even more powerful."

Room for Improvement

Users indicate that Dynamics 365 Sales could benefit from easier integration with Outlook and other systems, more cost-effective pricing models, and improved reporting and customization features. The inclusion of online tutorials and enhanced AI integration are also suggested. Additionally, better stability, full collaboration features with Teams, and customizable dashboards would enhance user experience by streamlining tasks and boosting functionality.
  • "The solution needs an improved connection to AI."
  • "They could improve the product's integration with Teams for seamless collaboration and enhanced administrative functionalities to reduce manual tasks."
  • "However, having more dashboards and customizable templates, specifically tailored for sales in Dynamics 365, would enhance its usability even further. Being able to create custom dashboards would be particularly beneficial."

ROI

Pricing

Dynamics 365 Sales pricing presents challenges, especially in countries with limited budgets like Pakistan and Ukraine. Monthly licensing fees can feel costly, especially compared to Microsoft Power Platform and other lower-cost alternatives. While similar to Salesforce CRM, Dynamics 365 Sales is not as expensive as SAP or Oracle. The annual licensing model requires per-user licenses, and users can enable and disable the ASGAR model as needed.
  • "Dynamics 365 Sales' pricing is in the middle. It's not expensive like SAP and Oracle."
  • "Dynamics 365 Sales operates on an annual licensing basis."
  • "The platform is expensive."

Popular Use Cases

Dynamics 365 Sales is used for tracking opportunities and leads, managing customer interactions, and generating offers and orders. It supports integrations and API CRMs, sales management, and daily retail operations. Teams utilize it for reporting, managing sales funnels, and tracking sales targets. It is employed in sales and warehouse reporting, logging sales activities, and handling customer opportunities through tools like Commitments, Upside, and Closest, aligning with quarterly objectives.

Service and Support

Dynamics 365 Sales support receives mixed feedback. Users report challenges with ticket creation and response speed, while others find assistance commendable with prompt communication and helpful escalation. Microsoft support engineers are appreciated for their problem-solving skills. Resources like videos and articles provide guidance. Some users rate support nine or eight out of ten, while others note the need for improvement in accessing timely and knowledgeable help. Fast response within a day is noted by some.

Deployment

Dynamics 365 Sales initial setup varies in experience. Some find it straightforward, with cloud deployment possible in a day and managed by one person monthly, while others face challenges, especially with integration into external systems like financial applications, requiring a higher level of expertise. Setup durations range from half an hour to up to three months. Customizations involve separate environments for testing and production, with version control being essential. Office 365 requirements make the process less straightforward for some users.

Scalability

Dynamics 365 Sales exhibits robust scalability, with organizations frequently mentioning seamless expansion capabilities. The platform handles user increases efficiently, with entities reporting smooth transitions to larger user bases. Utilizing cloud infrastructure, particularly Azure, enhances flexibility. Ratings typically highlight high satisfaction levels, with some noting timeline-dependent variability. Despite varying deployment experiences, scalability is consistently described as impressive, accommodating hundreds to thousands of users without limitations. Dynamics 365 Sales handles diverse company sizes with ease.

Stability

Dynamics 365 Sales is noted for its stability, with most users rating it between seven to ten out of ten. Users report rare instances needing updates and emphasize its reliability, with no crashes, bugs, or major incidents. It is favored for its adaptability and versatility compared to other solutions, such as SAP. Many appreciate its seamless performance, highlighting minimal issues that impact its functionality, supporting smooth and stable use.
These insights are based on the in-depth reviews provided by peers to help you make a better buying decision.
Download our Dynamics 365 Sales Buyer's Guide for additional reliable information.

Learn more about Dynamics 365 Sales

Dynamics 365 Sales offers powerful tools for managing leads and customer interactions. Its integration with third-party apps and REST APIs simplifies workflows, providing comprehensive visibility and reliable performance. Teams benefit from its robust documentation and Power Platform compatibility, enhancing productivity with flexible pricing and a user-friendly interface. Despite some complexities, improvements in Outlook integration, AI features, and affordability are areas for enhancement.

What are the key features of Dynamics 365 Sales?
  • Lead Management: Simplifies tracking and organizing potential sales opportunities.
  • Office 365 Integration: Seamlessly works with Office applications for increased efficiency.
  • Customization Options: Allows for tailored solutions to meet business processes.
  • Third-party Integration: Connects with external apps to streamline operations.
  • Power Platform Compatibility: Enhances development and functionality.
What benefits should users expect from Dynamics 365 Sales?
  • Increased Productivity: Enhances efficiency with streamlined workflows and tools.
  • Enhanced Visibility: Provides comprehensive insights into sales activities.
  • Reliable Performance: Offers stability with robust platform support.
  • Cost-effectiveness: Flexible pricing options cater to varying business needs.
  • Improved Collaboration: Facilitates teamwork through seamless integrations.

Companies in industries like retail and sales management implement Dynamics 365 Sales to track opportunities and manage customer interactions. It helps in generating customized offers, managing orders, and supports sales reporting and CRM capabilities. Teams utilize it for sales management, lead follow-ups, and aligning targets with objectives, making it essential for daily operations.

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