Microsoft Dynamics 365 for Sales

About Microsoft Dynamics 365 for Sales

Dynamics CRM is a powerful software with a number of tools that help in making the customer-facing functions of business easier. Microsoft Dynamics CRM delivers a wide range of CRM via five individual apps - Customer Service, Sales, Field Service, Marketing, Project Service Automation that work in integration. It aims at centralizing customer informations, automating marketing informations, tracking sales opportunities, analyzing data and enabling a responsive customer service. All of these functions ensure that you are never out on any growth opportunity by maximizing your business relationships.

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Pricing

Free Trial Available
Starts at $65.00.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

99%
Reviews

78%
Momentum

65%
Popularity

71%

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

All (Small, Medium, Large)

API Support

Available

Modes of Support

Business Hours, Online

Microsoft Dynamics 365 for Sales Awards

# 15 Fastest Growing Software CRM Software
Q1 2023

Microsoft Dynamics 365 for Sales Features

Show Feature Explanation

Show Missing Features

CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

99%

Unique Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

Standard Features

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Referral Tracking

Track and manage your referred customers.

Microsoft Dynamics 365 for Sales Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Subscription )

Dynamics 365 Sales Professional $65.00 $65.00 per user / month

Core sales force automation and Microsoft 365 integration

Features

Lead and opportunity management
Marketing lists and quick campaigns
Products, price lists, and product bundles
Quotes, orders, and invoices
CPQ and data enrichment solution discovery
Live org charts
Mobile app
Microsoft 365 integration
- Outlook
- Exchange
- Excel
- Teams
- OneDrive / SharePoint
- OneNote
Reporting and analysis
- Export to Excel, advanced analytics with separate Power BI license
- Real-time sales reports and dashboards
- Portals2 (Add-in)
Customization and extensibility3
- Application customizations
Viva Sales (Add-in)

Dynamics 365 Sales Enterprise $95.00 $95.00 per user / month

Industry-leading sales force automation with contextual insights and advanced customization capabilities

Features

Includes features of Dynamics 365 Sales Professional plan, plus
Forecasting
Product, relationships, and hierarchies
Cases (for Sales)
Business card scanner1
Assistant (standard cards)
Email intelligence (email engagement and auto-capture)
Sales playbooks
Competitors, sales goals, and territory management
Partner relationship management
Microsoft 365 integration
- Knowledge management
Customization and extensibility3
- Custom applications4 (Microsoft Power Apps)
- Workflow automation5 (Microsoft Power Automate)
Contextual insights6
- Predictive forecasting
- Pipeline intelligence
- Predictive scoring
- Relationship analytics
- Connection insights (who knows whom)
- Notes analysis
- Assistant customization and premium cards
Sales accelerator6
- Intelligent work list
- Up next widget
- Sequence designer
- Embedded email and phone dialer
Conversation intelligence6
- Call transcription
- Keyword, sentiment, and emotion analysis
- Competitive products and brand analysis
- Pipeline analysis
- Seller behavior and top seller analysis
- Coaching tools
- Personalized seller dashboards
- Outbound calling and Teams meeting scheduler for conference calls
Viva Sales

Dynamics 365 Sales Premium $135.00 $135.00 per user / month

Dynamics 365 Sales Enterprise plus prebuilt customizable intelligence solutions for sellers and managers

Features

Includes features of Dynamics 365 Sales Enterprise plan

Microsoft Relationship Sales $162.00 $162.00 per user / month

Dynamics 365 Sales Enterprise plus LinkedIn Sales Navigator Enterprise

Features

Requires a 10-seat minimum
Includes features of Dynamics 365 Sales Premium plan, plus
LinkedIn Sales Navigator
- Embedded Sales Navigator in Dynamics 365 Sales
- Activity sync from Sales Navigator
- Accounts, leads, and contacts saved to Sales Navigator
- Smart Links

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 03/02/2023 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

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Microsoft Dynamics 365 for Sales Reviews

User Rating

3.6/5 (Based on 1,387 Ratings)

Rating Distribution

Excellent
22.1%
Very Good
40.2%
Average
22.1%
Poor
8%
Terrible
7.6%

User Sentiments

Customization Options, Extensive Integrations with Microsoft Products, Comprehensive Sales Management Features, Robust Reporting Capabilities

Complex User Interface, Occasional Performance Issues, Limited Third-Party Integrations, Steep Learning Curve

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Review Summary

Overall, Microsoft Dynamics 365 is a highly-regarded CRM platform praised for its ease of use, customization capabilities, and integration options. Users particularly value its user-friendly interface, seamless integration with other Microsoft products, and the ability to tailor the system to specific business needs. However, some reviewers have expressed concerns regarding the complexity of certain features and occasional performance issues. Additionally, the cost may be a deterrent for some organizations.

Pros

Indepth customer relationship management (CRM) capabilities for managing sales, marketing, and customer service.
Seamless integration with other Microsoft products and services, including Office 365 and Power BI.
Highly customizable, allowing businesses to tailor the software to their specific needs.
Robust reporting and analytics capabilities provide valuable insights into sales performance and customer behavior.

Cons

Steep learning curve and complex setup process, making it challenging for some businesses to implement and use effectively.
High cost, especially for small and midsize businesses (SMBs), and additional costs for addons and integrations.
Occasional performance issues and bugs, which can hinder usability and productivity.
Concerns about data security and privacy, particularly with the increasing adoption of cloudbased solutions.

AI-Generated from the text of User Reviews

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