Overview
Product Information on Microsoft Dynamics 365 Sales
What is Microsoft Dynamics 365 Sales?
Microsoft Dynamics 365 Sales Pricing
Overall experience with Microsoft Dynamics 365 Sales
“Routine Tasks Simplified in Familiar Environment Despite Challenges in Menu Navigation”
“Early Experiences Show Additional Tasks Required Despite Potential for Task Automation”
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Microsoft enables digital transformation for the era of an intelligent cloud and an intelligent edge. Its mission is to empower every person and every organization on the planet to achieve more. Microsoft is dedicated to advancing human and organizational achievement. Microsoft Security helps protect people and data against cyberthreats to give peace of mind.
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Key Insights
A Snapshot of What Matters - Based on Validated User Reviews
User Sentiment About Microsoft Dynamics 365 Sales
Reviewer Insights for: Microsoft Dynamics 365 Sales
Deciding Factors: Microsoft Dynamics 365 Sales Vs. Market Average
Performance of Microsoft Dynamics 365 Sales Across Market Features
Microsoft Dynamics 365 Sales Likes & Dislikes
I like how quietly it gets out the way. Everything sits where I already work, so nothing feels bolted on. Updates happen that actually add something and not just take up RAM. With other competitors, whilst powerful, it felt like there was always something new to pick up. Dynaics feels light, quicker and far easier to live with day to day.
Automates some of the work I do.
What I like most is the visibility it gives into the sales pipeline, so I can quickly see where leads and opportunities stand. I also appreciate having customer data, activities, and deal history in one place instead of spread across multiple tools. Finally, it works well with the Microsoft products I already use, which makes moving between email, notes, and sales records feel seamless during the day.
Probably the setup. Whilst a lot simpler than other platforms, it still takes time to shape the fields, stages and views into something that suits real daily use. Certain menu items feel a bit buried and certain common rules take more effort than they should.
A lot of extra steps to getting to the end result.
At first, it takes a bit of effort to get comfortable with the way things are organized and labeled. Theres a learning curve before it feels intuitive, especially if youre not already used to Microsoft applications. Once youve passed that point, its dependable, but that initial phase takes patience.
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Microsoft Dynamics 365 Sales Reviews and Ratings
- MARKETING MANAGER<50M USDMediaReview Source
Routine Tasks Simplified in Familiar Environment Despite Challenges in Menu Navigation
Using Microsoft Dynamics 365 feels more like moving from a cluttered desk to a clear one. It sits where I already work in Outlook, Teams and Excel so nothing feels forced. Daily tasks run smoothly (in most cases) and overall it's a very handy tool. - Business Development Associate50M-1B USDFinance (non-banking)Review Source
Centralized Sales Pipeline Streamlines Daily Customer Interaction and Data Management
I’ve been using Microsoft Dynamics 365 Sales to keep track of customer interactions and the sales pipeline. What stands out the most is how all of our accounts, leads, and activity history live in one place, which makes it easier to follow up and plan next steps. I tap into it regularly, and it feels like part of the normal rhythm of working with customers rather than something separate. - ASSOCIATE DIRECTOR50M-1B USDFinance (non-banking)Review Source
AI Summaries and Outlook Integration elevate this software
Dynamics has revolutionised our business development process, giving the whole firm a reliable, powerful platform that is well-used. - DIRECTOR OF FINANCIAL AID50M-1B USDBankingReview Source
AI Effectively Prioritizes Leads While Workflow Automation Reduces Manual Tasks
Microsoft Dynamics 365 Sales provides a stable performance which makes my experience good. AI helped me a lot with the leads based on the prioritization. It has an organized interface which is easy to understand. - FINANCE OFFICE ASSISTANTGov't/PS/EdEducationReview Source
Automated Reminders and Centralized Customer Information Enhance Sales Workflow Efficiency
The experience has been good with Microsoft Dynamics Sales 365 as it sends reminders to the customer automatically so I don't need to remind them manually. I can access it from anywhere because it works fine from the mobile app too.