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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Company Description
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Key Insights
A Snapshot of What Matters - Based on Validated User Reviews
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.
Read Full ReviewI can track all the leads and can see where the customer is in the process. I can integrate it with the Microsoft tools that I use daily such as Outlook and Teams. All the details regarding the customer are present in one place.
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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.
Read Full ReviewI experienced that it requires a lot of clicks to do simple tasks, some features are missing from mobile which are present in desktop version and customizations requires expert help because its not easy.
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Peer Discussions
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. - Marketing CoordinatorGov't/PS/EdEducationReview Source
Comprehensive Dashboard Features Meet Steep Learning Curve and Tedious Task Processes
I find its dashboard very helpful, it provides a deep report through graphs and charts which are clear and easy to understand and it gives me reminders which keeps me stay focus on the available opportunity but it requires a lot of time to learn sometimes it requires a proper training. - Tender Office Manager50M-1B USDServices (non-Government)Review Source
Centralized Customer Data and Automation Features Streamline Sales Activities
I have experienced the absolute benefits of Microsoft Dynamics 365 Sales. The app has been resourceful in enhancing the visibility of our customers and managing the sales pipeline. The smooth integration with software such as Teams and Outlook assists our sales reps to schedule follow ups, track sales and collaborate on deals without losing a sales opportunity. Microsoft Dynamics 365 Sales has a Power Automate feature that improves accountability and sales processes. - 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. - 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.