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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
January 2025
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Helped 831,020 peers since 2012

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Dynamics 365 Sales mindshare

As of January 2025, the mindshare of Dynamics 365 Sales in the CRM category stands at 0.4%, up from 0.1% compared to the previous year, according to calculations based on PeerSpot user engagement data.
CRM

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Key learnings from peers

Valuable Features

Dynamics 365 Sales efficiently manages follow-ups, integrates seamlessly with Microsoft platforms, and offers robust features like automatic controls and user visibility in workflows. Users appreciate customization flexibility, comprehensive ERP capabilities, and integration with third-party tools via REST APIs. The platform enhances the sales cycle with mobile access and streamlined workflows. Users benefit from easy scheduling, storage of customer interactions, and integration with Office 365, Azure, and Power Platform. Configurable and reliable, it meets diverse business needs.
  • "Microsoft 365, in its entirety, provides a collaborative environment that allows me to connect to multiple tools, including email, drive, and cloud hosting folders."
  • "Microsoft 365, in its entirety, provides a collaborative environment that allows me to connect to multiple tools, including email, drive, and cloud hosting folders."
  • "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."

Room for Improvement

Dynamics 365 Sales users seek improved integration with Outlook and Teams, enhanced customization and reporting features, and seamless AI functionality. They express a desire for clearer online tutorials and more budget-friendly pricing. Enhanced system integration options, especially beyond Microsoft 365, are also desired. The ability to create custom dashboards and templates tailored for sales would enhance usability. Improved support for dictation and AI tools like ChatGPT could reduce manual tasks and improve user experience.
  • "I have not noticed anything that I would recommend for improvement so far."
  • "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."

Pricing

Dynamics 365 Sales presents pricing challenges, particularly for regions with constrained budgets like Pakistan. Prices are seen as similar to other solutions such as Salesforce CRM but more affordable than SAP and Oracle. Enterprises find it expensive, especially in markets like Ukraine, with monthly licensing fees required per user. Licensing operates annually, and while considered costly compared to alternatives like Microsoft Power Platform, it remains a mid-range option for enterprise buyers.
  • "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 primarily used to track opportunities and leads, manage sales processes, and handle customer interactions. It enables generating customized offers, assigning prices, and converting offers into orders. Users integrate it for CRM purposes, record daily sales, and report on sales funnels. It supports sales management, and quarterly objectives alignment, and allows for logging sales activities. The system is integral in retail operations and warehouse reporting through comprehensive tracking and integration features.

Service and Support

Microsoft support for Dynamics 365 Sales is generally effective, with prompt communication and escalation processes ensuring thorough assistance. Users appreciate the variety of resources available, like videos and documentation. However, some users experience difficulty creating tickets and receiving immediate help, needing improvement in response time and expertise. The technical support is valued but there are occasional challenges in accessing timely aid. Ratings often land around eight or nine out of ten.

Deployment

Dynamics 365 Sales's initial setup experiences vary. Some users find the deployment straightforward and quick, often achievable within a day with minimal personnel. Others encounter complexity, especially with integrations and customizations, requiring skilled personnel and longer timeframes. Issues also arise with navigating interfaces and version control, particularly when integrating with financial systems, causing the process to extend up to three months. While cloud deployment can ease the process, some find it rigid due to permissions.

Scalability

Dynamics 365 Sales is noted for its scalability, with various organizations reporting seamless expansion capabilities. User numbers can grow rapidly without limitations, thanks to its cloud-based infrastructure. Companies have smoothly transitioned from tens to hundreds of users, benefiting from Azure cloud systems. The scalability aspect receives varying ratings between seven and ten, depending on deployment timelines and user needs. Some organizations handle a substantial increase in user numbers efficiently.

Stability

Dynamics 365 Sales is highly regarded for its stability, with most users rating it between eight to ten out of ten. Minor issues requiring updates were rare. Users appreciate the minimal bugs, lack of crashes, and absence of major incidents. They find it flexible, adaptive, and versatile, especially compared to SAP. Integration and functionality meet expectations, leading to a smooth experience without frequent adjustments. Stability and reliability are emphasized, contributing to its favorable impression.
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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