Dynamics 365 Sales Reviews

It serves as our go-to retail solution, playing a crucial role in our day-to-day retail operations. It's the software we rely on for managing various aspects of our retail business, from handling customer interactions to streamlining sales processes.

It stands out as an exceptional choice for businesses seeking a comprehensive ERP solution that offers a range of features, including finance, payroll, and HR modules, making it more than just a retail tool. One of its key strengths lies in its seamless integration with Microsoft platforms like Office 365. The single user sign-on feature ensures a unified experience, with email users created in Dynamics 365 tightly linked to Azure Active Directory.

Dynamics 365 Sales has streamlined our sales processes. With Dynamics 365 Sales, I oversee every step in real time. The system updates and notifies the team as steps are completed, ensuring coordination. This provides more control for my client, making the sales workflow efficient and well-coordinated.

The most valuable features of Dynamics 365 Sales for us are the standard functional power platform applications for business processes. With these apps, all users and managers have visibility into every step and situation in the process. This provides comprehensive control, ensuring users adhere to the required steps. Automatic controls are in place, preventing progression if necessary data isn't entered. This feature is immensely useful for our clients, offering maximum control and efficiency in their workflows.

We use the product mainly for premises management, industrial CRM capabilities, and sales management. However, our primary use involves sales personnel logging private sales on the 365 platform.

The platform's remote access feature, particularly for mobile devices, has had a significant impact on our sales cycle.

It allows us to track opportunities and leads and store them in the system. When a customer asks for an offer, it enables selecting the right product, assigning prices, and generating customized offers. After it is created, you can send it for review and approval. Once approved, the offer becomes an order, and you can manage and track the order details within Dynamics 365 Sales.

It allows effective management of the follow-ups of leads and potential opportunities. If you are dealing with a large number of customers and suspects, it may be challenging to schedule a regular meeting and remember all of the details. Dynamics 365 Sales helps by allowing you to plan and schedule meetings efficiently. The system stores all customer interactions and records, making it easy to organize a workflow.

I work at a company focused on managing sales and customer connectivity.

Microsoft 365, in its entirety, provides a collaborative environment that allows me to connect to multiple tools, including email, drive, and cloud hosting folders. It is well-connected, with integration capabilities that work well with other systems. The solution is collaborative with many integrations, and it is scalable.

Dynamics 365 Sales helps to record and report daily sales 

Dynamics 365 Sales has a sales feature that is easy to use. It is easy to understand and use. 

We use the Dynamics 365 Sales solution for support, sales management, and managing our customer opportunities. Whenever a new opportunity arises on the customer side, it is opened in Dynamics Sales. At this stage, we utilize tools like Commitments, Upside, and Closest. We focus on following up on leads and opportunities within Dynamics. Each call with the account manager and the sales team contributes to this process. The sales team is utilizing the solution aspect of this process. We have set targets that need to be met, aligned with our quarterly objectives.

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. For instance, when creating new opportunities or leads within Dynamics, seamless integration with our pricing software streamlines our workflow, saving valuable time. The availability of REST APIs makes integration flexible and accessible to a wide range of users. We are already using Office 365 in our corporation. We are utilizing all its features such as login device management, Intune, Sentiment, System, and Teams.

We use the tool in sales and warehouse reporting. 

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.