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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

Do You Use Microsoft Dynamics 365 for Sales?

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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

Reviews
RB

Ritesh B

December 21, 2023 Source: G2.com
"Review for Dynamics 365 Sales"
What do you like best about Dynamics 365 Sales?

The Best I like in Dynamics 365 Sales is we can use them Easily through Mobile.Lost of improvement and updates, CRM, and enhanced security is the most important feature that I like in this software

What do you dislike about Dynamics 365 Sales?

There is not much Database Included as per User

What problems is Dynamics 365 Sales solving and how is that benefiting you?

it helps in solving the Problems Easily

Read more
HK

Heena K

August 22, 2023 Source: G2.com
"review"
What do you like best about Dynamics 365 Sales?

user friendly good nature and helpful interested at dynamics 365 sales nice to work space liked th e workspace dynamics are very interested nice work thanks for it

What do you dislike about Dynamics 365 Sales?

sometimes slow not able to capture sometimes not even get clearificaton not so the dynamics 365 have to be clarify

What problems is Dynamics 365 Sales solving and how is that benefiting you?

problems is Dynamics 365 Sales solving and that benefiting everyone

Read more
SF

Saad F

July 19, 2023 Source: G2.com
"Dynamics CRM"
What do you like best about Dynamics 365 Sales?

easy to use and configure , business process are simple and straight forward with controls

What do you dislike about Dynamics 365 Sales?

implemntation consultants are not upto the mark

What problems is Dynamics 365 Sales solving and how is that benefiting you?

in recording sales invoices and sales receipts

Read more
SV

SHERIL V

June 6, 2023 Source: G2.com
"CRM to keep your work organised"
What do you like best about Dynamics 365 Sales?

Keeping notes

Being up to date on where you are on a task

Easy to transition in absence

What do you dislike about Dynamics 365 Sales?

Product Training for dashboard creation can be better

What problems is Dynamics 365 Sales solving and how is that benefiting you?

Phrase express

Staying organised

Dashboards

Note keeping on cases

Read more
CO

Chidiebere Moses O

May 30, 2023 Source: G2.com
"Sales-Team Friendly Application"
What do you like best about Dynamics 365 Sales?

This Microsoft productivity tool is highly effective in converting ordinary leads into closed deals, making it a valuable asset for nurturing sales. It streamlines sales processes to focus on what truly matters, empowering the sales team to engage with potential clients, manage accounts, and track and analyze the performance of each lead.

It is designed to be user-friendly for sales teams, offering seamless integration with other Microsoft applications like Microsoft 365 through the Cloud, as well as the Power Platform. This integration provides a unified and comprehensive solution for managing sales activities, enhancing customer experience through active engagement, and ultimately driving business growth.

Also, I like it for -

Easy to use

Easy to integrate with other Microsoft Applications

It is intuitive

Very good functionalities

All-in-one platform for sales activities

What do you dislike about Dynamics 365 Sales?

If you are not very familiar with Microsoft productivity tools, you may benefit from a tutorial to learn your way around this particular tool. However, it's worth noting that the user interface and overall experience may not have seen significant improvements compared to other Microsoft applications.

Additionally, for some businesses, managing this tool may be considered relatively expensive.

What problems is Dynamics 365 Sales solving and how is that benefiting you?

1. Streamlining sales processes and making them more efficient and effective.

2. Improved lead management allows businesses to track and nurture leads effectively.

3. Empowering the sales team to interact with potential clients, fostering better customer engagement and relationships.

4. Offering effective features for managing customer accounts, ensuring efficient handling of important client information.

5. Performance tracking and analysis, providing valuable insights for better decision-making by analyzing the performance of each lead.

All of this leads to improved decision-making and helps improve our overall business growth. By addressing day-to-day sales problems and providing valuable functionalities, it contributes to our business success.

Read more
BS

Bhanu Pratap S

May 29, 2023 Source: G2.com
"Helps in building strong relationship between customer and sales people"
What do you like best about Microsoft Sales?

It helps small business to grow faster and interact well with its customers and also helps in growth of the company

What do you dislike about Microsoft Sales?

It's not much user friendly and not implemented much

What problems is Microsoft Sales solving and how is that benefiting you?

It helps us in interacting well to the customers and solves our marketing problems

Read more
E

Ernestine

November 27, 2021 Source: Financesonline.com
This software makes us more organized and productive
PROS: I like that Microsoft Dynamics allows me to create specific activities so I can assign them to other employees and this makes my work even more organized. I can create customized dashboards and control other dashboards at the same time. It provides me with ability to use Advanced Find so I can segment and export contacts to use them in marketing purposes. In addition, I can set up automatic emails based on behaviors in CRM so everyone in the company can stay organized. Furthermore, this system is well integrated with other software like marketing automation platforms.
Read more
K

Kim

August 31, 2021 Source: Financesonline.com
Strong and innovative solution, but tricky customization (CRM 2013)
PROS: As a current user of Microsoft Office Ribbon, I find the interface familiar and easy to navigate. The system does untie hands to do your own customization, as for instance to manipulate field traits, to form layouts, and even to manage your entire business flows. You're absolutely free to add views, entities, and dashboards; and you're in permanent control of who is seeing them. I couldn't complain on integrations or security either, the guys really thought of everything.
Read more
ar

aida ramaz

July 19, 2021 Source: Financesonline.com
Its the best ERP with payroll and inventory management
PROS: Best ERP which is easy to customize with daily operations of the company. Helps with timely payment of our employees with payroll management. Reliable with inventory tracking and valuation
Read more
K

Karen

April 1, 2021 Source: Financesonline.com
Adored Microsoft Dynamics CRM!
PROS: Easy and friendly customization for non-techies to tailor work according to their needs and wishes. As a real estate administrator, I customize excellent acquisition solutions, even if technology is not my strongest side. That's why I think that all sales professionals should get hands around it. It works, especially if you're on the hunt for an affordable Salesforce substitute.
Read more

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