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”
About Company
Company Description
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.
Company Details
Do You Manage Peer Insights at Microsoft?
Access Vendor Portal to update and manage your profile.
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.
Automates some of the work I do.
The AI summary of opportunities is great. The integration with Outlook is seamless, allowing much of logging of opportunities to be done from there and all important correspondence saved automatically from then on. The report building tools are hugely useful too.
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.
Customising some of the views is a bit of fiddly task - I often have to repeat this (user error though). Navigation can be confusing at times, as I swap between accounts and opportunities by mistake. Some areas are not used by my team and it would be good if i could hide the irrelevant parts.
Top Microsoft Dynamics 365 Sales Alternatives
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. - 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. - 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.