# Accelo vs Dynamics 365 Sales Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Dynamics 365 Sales excels in overall user satisfaction, reflected in its higher G2 Score compared to Accelo. Users appreciate its robust environment and customization options, which enhance their sales tracking and efficiency.
- **Users say** that Accelo stands out for its all-in-one approach, combining CRM, Help Desk, Sales, Project Management, and Billing into a single platform. This integration is particularly beneficial for small businesses looking to streamline operations and reduce administrative overhead.
- **According to verified reviews** , Dynamics 365 Sales is praised for its effective lead tracking capabilities, helping users avoid missed opportunities. Reviewers highlight features like automated follow-ups that significantly improve sales performance.
- **Reviewers mention** that Accelo&#39;s automation features are a game-changer, reducing time spent on repetitive tasks. Users appreciate how this automation leads to fewer errors and a more efficient workflow, making it easier to manage multiple operations seamlessly.
- **G2 reviewers note** that while both products have similar ease of setup scores, Accelo&#39;s user-friendly interface and higher ease of use rating make it a more accessible choice for those new to CRM systems.
- **Users highlight** the quality of support provided by Accelo, which scores significantly higher than Dynamics 365 Sales. Reviewers commend Accelo&#39;s responsive help desk features, which enhance user experience and satisfaction.



| | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Star Rating** | 4.4 out of 5 | 3.8 out of 5 | 
| **Total Reviews** | 554 | 1,620 | 
| **Largest Market Segment** | Small-Business (74.3% of reviews) | Mid-Market (39.4% of reviews) | 
| **Entry Level Price** | Contact Us | $210/month per user | 

---
## Top Pros & Cons

### Accelo

Pros:
- Ease of Use (34 reviews)
- Project Management (29 reviews)

Cons:
- Missing Features (20 reviews)
- Learning Curve (18 reviews)

### Dynamics 365 Sales

Pros:
- Ease of Use (18 reviews)
- Integrations (11 reviews)

Cons:
- Learning Curve (12 reviews)
- Complexity (7 reviews)

---
## Ratings Comparison
| Rating | Accelo | Dynamics 365 Sales | 
|---|---|---|
  | **Meets Requirements** | 8.6 (428 reviews) | 8.1 (1293 reviews) | 
  | **Ease of Use** | 8.1 (433 reviews) | 7.4 (1299 reviews) | 
  | **Ease of Setup** | 7.1 (197 reviews) | 7.2 (419 reviews) | 
  | **Ease of Admin** | 7.7 (189 reviews) | 7.6 (385 reviews) | 
  | **Quality of Support** | 8.7 (409 reviews) | 7.5 (1134 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.8 (187 reviews) | 7.8 (380 reviews) | 
  | **Product Direction (% positive)** | 9.0 (414 reviews) | 6.3 (1268 reviews) | 

---
## Pricing

### Accelo

#### Entry-Level Pricing

Plan: Professional

Price: Contact Us

Description: Quote-to-cash for profitable
professional service firms.

Key Features:
- Client Project Management
- Client Sales Management
- Client Quote Management

[Browse all 3 editions](https://www.g2.com/products/accelo/pricing)

#### Free Trial

No

### Dynamics 365 Sales

#### Entry-Level Pricing

Plan: Dynamics 365 Plan

Price: $210 /month per user

Description: Get full use of all applications in one comprehensive, cost-efficient option.


[Browse all 3 editions](https://www.g2.com/products/dynamics-365-sales/pricing)

#### Free Trial

No

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **Accelo** | 7.9/10 | 218 |
| **Dynamics 365 Sales** | 7.9/10 | 1203 |

#### Sales Force Automation

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Contact &amp; Account Management** | 8.7 (154 reviews) ✓ Verified | 8.1 (966 reviews) ✓ Verified | 
| **Partner Relationship Mgmt. (PRM)** | 8.2 (113 reviews) | 7.9 (679 reviews) ✓ Verified | 
| **Opportunity &amp; Pipeline Mgmt.** | 8.5 (145 reviews) ✓ Verified | 7.9 (907 reviews) ✓ Verified | 
| **Task / Activity Management** | 8.7 (168 reviews) ✓ Verified | 7.8 (973 reviews) ✓ Verified | 
| **Territory &amp; Quota Management** | 7.6 (71 reviews) | 7.6 (736 reviews) ✓ Verified | 
| **Desktop Integration** | 8.6 (95 reviews) | 7.9 (871 reviews) ✓ Verified | 
| **Product &amp; Price List Management** | 8.0 (78 reviews) | 7.6 (730 reviews) ✓ Verified | 
| **Quote &amp; Order Management** | 8.0 (128 reviews) ✓ Verified | 7.8 (722 reviews) ✓ Verified | 
| **Customer Contract Management** | 8.4 (132 reviews) ✓ Verified | 8.0 (768 reviews) ✓ Verified | 

#### Marketing Automation

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Email Marketing** | 7.3 (102 reviews) | 7.6 (754 reviews) ✓ Verified | 
| **Campaign Management** | 7.5 (112 reviews) | 7.5 (732 reviews) ✓ Verified | 
| **Lead Management** | 8.1 (134 reviews) ✓ Verified | 7.8 (822 reviews) ✓ Verified | 
| **Marketing ROI Analytics** | 7.5 (100 reviews) | 7.6 (642 reviews) ✓ Verified | 

#### Customer Support

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Case Management** | 8.5 (139 reviews) ✓ Verified | 8.0 (708 reviews) ✓ Verified | 
| **Customer Support Portal** | 8.1 (129 reviews) ✓ Verified | 7.8 (672 reviews) ✓ Verified | 
| **Knowledge Base** | 8.3 (124 reviews) ✓ Verified | 7.9 (694 reviews) ✓ Verified | 
| **Call Center Features** | 7.3 (65 reviews) | 7.7 (603 reviews) ✓ Verified | 
| **Support Analytics** | 8.2 (114 reviews) ✓ Verified | 7.9 (630 reviews) ✓ Verified | 

#### Reporting &amp; Analytics

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Reporting** | 8.0 (160 reviews) ✓ Verified | 7.9 (897 reviews) ✓ Verified | 
| **Dashboards** | 8.1 (168 reviews) ✓ Verified | 7.9 (946 reviews) ✓ Verified | 
| **Forecasting** | 7.9 (137 reviews) ✓ Verified | 7.7 (784 reviews) ✓ Verified | 

#### Mobile &amp; Social

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Social Collaboration Features** | 7.6 (104 reviews) ✓ Verified | 7.5 (556 reviews) ✓ Verified | 
| **Social Network Integration** | 7.5 (93 reviews) | 7.6 (550 reviews) ✓ Verified | 
| **Mobile User Support** | 7.6 (120 reviews) ✓ Verified | 7.4 (620 reviews) ✓ Verified | 

#### Platform

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Customization** | 7.9 (97 reviews) ✓ Verified | 8.1 (293 reviews) ✓ Verified | 
| **Workflow Capability** | 8.4 (97 reviews) ✓ Verified | 8.1 (309 reviews) ✓ Verified | 
| **User, Role, and Access Management** | 8.7 (101 reviews) ✓ Verified | 8.2 (302 reviews) ✓ Verified | 
| **Internationalization** | Feature Not Available | 7.9 (227 reviews) ✓ Verified | 
| **Sandbox / Test Environments** | Feature Not Available | 7.9 (249 reviews) ✓ Verified | 
| **Document &amp; Content Mgmt.** | Feature Not Available | 7.8 (277 reviews) ✓ Verified | 
| **Performance and Reliability** | 8.7 (102 reviews) ✓ Verified | 7.7 (292 reviews) ✓ Verified | 
| **Output Document Generation** | 7.6 (78 reviews) | 7.8 (254 reviews) ✓ Verified | 

#### Integration

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Data Import &amp; Export Tools** | 8.3 (84 reviews) ✓ Verified | 7.9 (297 reviews) ✓ Verified | 
| **Integration APIs** | 7.6 (78 reviews) ✓ Verified | 7.8 (234 reviews) ✓ Verified | 
| **Breadth of Partner Applications** | 7.2 (75 reviews) ✓ Verified | 7.6 (239 reviews) ✓ Verified | 

#### Generative AI

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **AI Text Generation** | 5.4 (12 reviews) | 8.1 (18 reviews) | 

#### Agentic AI - CRM

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 8.0 (5 reviews) | 
| **Multi-step Planning** | Not enough data | 6.7 (5 reviews) | 
| **Cross-system Integration** | Not enough data | 8.0 (9 reviews) | 
| **Adaptive Learning** | Not enough data | 9.0 (5 reviews) | 
| **Natural Language Interaction** | Not enough data | 8.3 (5 reviews) | 
| **Proactive Assistance** | Not enough data | 8.7 (5 reviews) | 
| **Decision Making** | Not enough data | 8.3 (5 reviews) | 

### CPQ

| Product | Score | Reviews |
|---|---|---|
| **Accelo** | N/A | N/A |
| **Dynamics 365 Sales** | N/A | N/A |

#### Configuration - cpq

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Product Catalog** | Feature Not Available | Not enough data | 
| **Guided Selling** | Feature Not Available | Not enough data | 
| **Configuration Rules** | Feature Not Available | Not enough data | 
| **Price Configuration** | Feature Not Available | Not enough data | 
| **Visual Configuration** | Feature Not Available | Not enough data | 

#### Pricing

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Pricing Flexibility** | Not enough data | Not enough data | 
| **Discounting** | Not enough data | Not enough data | 
| **Commerical Rules** | Feature Not Available | Not enough data | 
| **Terms and Conditions** | Feature Not Available | Not enough data | 
| **Approval Workflow** | Not enough data | Not enough data | 
| **Renewals** | Not enough data | Not enough data | 

#### Quoting

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Grouping** | Not enough data | Not enough data | 
| **Version Control** | Not enough data | Not enough data | 
| **Quote Document Generation** | Not enough data | Not enough data | 
| **Ordering** | Not enough data | Not enough data | 
| **Contracts** | Not enough data | Not enough data | 

#### Admin

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Configuration Ease of Admin** | 9.2 (8 reviews) | Not enough data | 
| **Pricing Administration** | Feature Not Available | Not enough data | 
| **Workflow Management** | 7.9 (7 reviews) | Not enough data | 
| **Document Management** | 7.1 (7 reviews) | Not enough data | 

#### Channels

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Mobile User Support** | Not enough data | Not enough data | 
| **Channel Partner Support** | Feature Not Available | Not enough data | 
| **eCommerce** | Feature Not Available | Not enough data | 

#### Platform

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **CRM Integration** | 7.3 (8 reviews) | Not enough data | 
| **Integration API** | 8.8 (7 reviews) | Not enough data | 
| **Internationalization** | Feature Not Available | Not enough data | 
| **Scalability** | 9.3 (7 reviews) | Not enough data | 
| **Reporting and Dashboards** | 8.6 (7 reviews) | Not enough data | 
| **ERP Integration** | Not enough data | Not enough data | 

#### Generative AI - cpq

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Dynamic Quoting** | Not enough data | Not enough data | 
| **Dynamic Pricing** | Not enough data | Not enough data | 
| **Personalized Sale Recommendations** | Not enough data | Not enough data | 

### Project Management

| Product | Score | Reviews |
|---|---|---|
| **Accelo** | 7.6/10 | 225 |
| **Dynamics 365 Sales** | N/A | N/A |

#### Tasks

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Creation &amp; Assignment** | 8.8 (206 reviews) ✓ Verified | Not enough data | 
| **Due Dates** | 8.6 (205 reviews) ✓ Verified | Not enough data | 
| **Task Prioritization** | 8.4 (174 reviews) | Not enough data | 
| **To-Do Lists** | 8.3 (186 reviews) ✓ Verified | Not enough data | 
| **Dependencies** | 8.3 (149 reviews) | Not enough data | 
| **Mass Updates** | Feature Not Available | Not enough data | 
| **Drag &amp; Drop** | 7.9 (175 reviews) ✓ Verified | Not enough data | 
| **Recurring Tasks** | 7.8 (189 reviews) ✓ Verified | Not enough data | 

#### Projects

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Planning** | 8.6 (187 reviews) ✓ Verified | Not enough data | 
| **Project Map** | 8.5 (184 reviews) ✓ Verified | Not enough data | 
| **GANTT** | 8.3 (157 reviews) ✓ Verified | Not enough data | 
| **Calendar View** | 8.5 (183 reviews) ✓ Verified | Not enough data | 
| **Views** | 8.2 (172 reviews) ✓ Verified | Not enough data | 
| **Project Budgeting** | 8.4 (173 reviews) ✓ Verified | Not enough data | 
| **Issue Tracking** | 8.3 (135 reviews) | Not enough data | 
| **Templates** | 8.4 (175 reviews) ✓ Verified | Not enough data | 
| **Critical Path** | 8.1 (52 reviews) | Not enough data | 
| **Time &amp; Expense** | 8.7 (193 reviews) ✓ Verified | Not enough data | 
| **Methodologies** | 8.0 (142 reviews) ✓ Verified | Not enough data | 

#### Resource Management

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Resource Definiton** | 8.3 (143 reviews) ✓ Verified | Not enough data | 
| **Capacity** | 8.4 (157 reviews) ✓ Verified | Not enough data | 
| **Scheduling** | 8.3 (174 reviews) ✓ Verified | Not enough data | 

#### Project Monitoring

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Baselining / KPIs** | 8.1 (144 reviews) ✓ Verified | Not enough data | 
| **Resource Allocation** | 8.2 (161 reviews) ✓ Verified | Not enough data | 
| **Dashboards** | 8.3 (179 reviews) ✓ Verified | Not enough data | 

#### Generative AI

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **AI Text Generation** | 4.5 (25 reviews) | Not enough data | 
| **AI Text Summarization** | 4.4 (24 reviews) | Not enough data | 

#### Agentic AI - Project Management

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Autonomous Task Execution** | 3.0 (5 reviews) | Not enough data | 
| **Multi-step Planning** | 2.7 (5 reviews) | Not enough data | 
| **Cross-system Integration** | 3.3 (6 reviews) | Not enough data | 
| **Adaptive Learning** | 3.1 (6 reviews) | Not enough data | 
| **Natural Language Interaction** | 3.3 (6 reviews) | Not enough data | 
| **Proactive Assistance** | 3.3 (6 reviews) | Not enough data | 
| **Decision Making** | 3.6 (6 reviews) | Not enough data | 

### Contract Management

| Product | Score | Reviews |
|---|---|---|
| **Accelo** | 7.7/10 | 174 |
| **Dynamics 365 Sales** | N/A | N/A |

#### Contract Management Platform Features

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Contract Creation** | 8.6 (134 reviews) ✓ Verified | Not enough data | 
| **Contract Templates** | 8.2 (129 reviews) ✓ Verified | Not enough data | 
| **Contract Editing** | 8.4 (128 reviews) ✓ Verified | Not enough data | 
| **Contract Attachments** | 8.3 (127 reviews) ✓ Verified | Not enough data | 
| **Contract Collaboration** | 8.2 (114 reviews) ✓ Verified | Not enough data | 
| **Approval Process** | 8.3 (128 reviews) ✓ Verified | Not enough data | 
| **Notifications &amp; Reminders** | 8.4 (140 reviews) ✓ Verified | Not enough data | 
| **Contract Database** | 8.3 (124 reviews) ✓ Verified | Not enough data | 
| **Integrations / APIs** | 8.4 (109 reviews) ✓ Verified | Not enough data | 
| **Reporting &amp; Dashboards** | 8.3 (135 reviews) ✓ Verified | Not enough data | 

#### Generative AI

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **AI Text Generation** | 4.5 (10 reviews) | Not enough data | 
| **AI Text Summarization** | 4.0 (10 reviews) | Not enough data | 

#### Agentic AI - Contract Management

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 

### Project and Portfolio Management

| Product | Score | Reviews |
|---|---|---|
| **Accelo** | 6.0/10 | 21 |
| **Dynamics 365 Sales** | N/A | N/A |

#### Portfolio Management

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Portfolio Types** | 6.1 (17 reviews) | Not enough data | 
| **Planning** | 6.8 (16 reviews) | Not enough data | 
| **Alignment** | 6.9 (14 reviews) | Not enough data | 
| **Portfolio Mix** | 6.8 (14 reviews) | Not enough data | 

#### Project Management

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Dependencies** | 6.5 (16 reviews) | Not enough data | 
| **Priorities** | 6.5 (16 reviews) | Not enough data | 
| **Lean Management** | 5.9 (15 reviews) | Not enough data | 

#### Resource Management

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Definition** | 6.7 (17 reviews) | Not enough data | 
| **Allocation** | 7.8 (16 reviews) | Not enough data | 
| **Optimization** | 6.6 (17 reviews) | Not enough data | 

#### Data &amp; Analytics

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Data Consolidation** | 7.1 (16 reviews) | Not enough data | 
| **Visualizations** | 6.5 (16 reviews) | Not enough data | 
| **Performance** | 7.0 (16 reviews) | Not enough data | 
| **Risk Analysis** | 5.1 (16 reviews) | Not enough data | 

#### Strategy - Project and Portfolio Management

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Simulation** | 3.8 (12 reviews) | Not enough data | 
| **Tracking** | 5.2 (11 reviews) | Not enough data | 
| **Planning** | 5.3 (11 reviews) | Not enough data | 
| **Objectives** | 5.5 (11 reviews) | Not enough data | 
| **Visiblity** | 5.9 (11 reviews) | Not enough data | 
| **Alignment** | 5.0 (11 reviews) | Not enough data | 
| **Risk Management** | 4.7 (11 reviews) | Not enough data | 
| **Implementation** | 5.3 (11 reviews) | Not enough data | 
| **Optimization** | 5.6 (11 reviews) | Not enough data | 
| **Prioritization** | 5.0 (11 reviews) | Not enough data | 

### Quote-to-Cash

| Product | Score | Reviews |
|---|---|---|
| **Accelo** | N/A | N/A |
| **Dynamics 365 Sales** | N/A | N/A |

#### Customer Requirements

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Quoting** | Not enough data | Not enough data | 
| **Configuration** | Not enough data | Not enough data | 
| **Pricing** | Not enough data | Not enough data | 

#### Contracts

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Creation** | Not enough data | Not enough data | 
| **Negotiation** | Not enough data | Not enough data | 
| **Execution** | Not enough data | Not enough data | 

#### Revenue

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Invoicing** | Not enough data | Not enough data | 
| **Matching** | Not enough data | Not enough data | 
| **Recognition** | Not enough data | Not enough data | 

### Resource Management

| Product | Score | Reviews |
|---|---|---|
| **Accelo** | 6.5/10 | 13 |
| **Dynamics 365 Sales** | N/A | N/A |

#### Planning

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Resource Definiton** | 6.9 (9 reviews) | Not enough data | 
| **Capacity** | 7.1 (11 reviews) | Not enough data | 
| **Scheduling** | 6.2 (10 reviews) | Not enough data | 

#### Optimization

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Performance** | 6.5 (11 reviews) | Not enough data | 
| **Forecasting** | 5.7 (10 reviews) | Not enough data | 
| **Corrections** | 6.5 (9 reviews) | Not enough data | 

### Client Portal

| Product | Score | Reviews |
|---|---|---|
| **Accelo** | 8.4/10 | 146 |
| **Dynamics 365 Sales** | N/A | N/A |

#### Content

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Document Collaboration** | Feature Not Available | Not enough data | 
| **Versioning** | 7.9 (93 reviews) | Not enough data | 
| **E-Signature** | Feature Not Available | Not enough data | 
| **File Request** | 8.2 (95 reviews) | Not enough data | 
| **Feedback** | 8.3 (99 reviews) | Not enough data | 

#### Collaboration

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Billing and Invoicing** | 8.7 (109 reviews) | Not enough data | 
| **Instant Messaging** | 7.5 (88 reviews) | Not enough data | 
| **Project Management** | 9.0 (130 reviews) | Not enough data | 
| **Analytics** | 8.5 (117 reviews) | Not enough data | 
| **Time Tracking** | 9.1 (131 reviews) | Not enough data | 
| **Mobile Application** | 8.1 (105 reviews) | Not enough data | 

### Task Management

| Product | Score | Reviews |
|---|---|---|
| **Accelo** | 6.9/10 | 32 |
| **Dynamics 365 Sales** | N/A | N/A |

#### Task Creation

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Creation &amp; Assignment** | 8.2 (26 reviews) | Not enough data | 
| **Due Dates** | 8.3 (28 reviews) | Not enough data | 
| **Drag &amp; Drop** | 6.9 (25 reviews) | Not enough data | 
| **Mass Updates** | Feature Not Available | Not enough data | 

#### Task Management

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Task Prioritization** | 7.6 (24 reviews) | Not enough data | 
| **To-Do Lists** | 7.3 (26 reviews) | Not enough data | 
| **Dependencies** | 7.1 (24 reviews) | Not enough data | 
| **Recurring Tasks** | 6.6 (24 reviews) | Not enough data | 

#### Generative AI

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **AI Text Generation** | 5.3 (18 reviews) | Not enough data | 
| **AI Text Summarization** | 5.1 (18 reviews) | Not enough data | 

### Professional Services Automation

| Product | Score | Reviews |
|---|---|---|
| **Accelo** | 8.0/10 | 122 |
| **Dynamics 365 Sales** | N/A | N/A |

#### Customer Management

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Customer Profiles** | 8.8 (102 reviews) ✓ Verified | Not enough data | 
| **Sales** | 8.7 (89 reviews) ✓ Verified | Not enough data | 
| **Marketing** | 7.6 (72 reviews) | Not enough data | 
| **Client Portal** | 8.2 (90 reviews) ✓ Verified | Not enough data | 

#### Project Management

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Project Planning** | 8.8 (104 reviews) ✓ Verified | Not enough data | 
| **Project Tracking** | 8.9 (107 reviews) ✓ Verified | Not enough data | 
| **Resource Definition** | 8.3 (91 reviews) ✓ Verified | Not enough data | 
| **Resource Management** | 8.4 (92 reviews) ✓ Verified | Not enough data | 

#### Accounting

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Revenue Recognition** | 8.4 (86 reviews) | Not enough data | 
| **Invoice Management** | 8.4 (97 reviews) ✓ Verified | Not enough data | 
| **Payments** | 8.3 (78 reviews) ✓ Verified | Not enough data | 
| **Project Accounting** | 8.5 (85 reviews) ✓ Verified | Not enough data | 
| **Budget Tracking** | 8.6 (90 reviews) ✓ Verified | Not enough data | 

#### Portfolio Management

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Portfolio Definition** | 8.1 (71 reviews) | Not enough data | 
| **Portfolio Performance** | 8.2 (72 reviews) | Not enough data | 
| **Risk** | 7.7 (70 reviews) | Not enough data | 
| **Portfolio Mix** | 7.9 (70 reviews) | Not enough data | 

#### Analytics

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Forecasting** | 8.0 (81 reviews) ✓ Verified | Not enough data | 
| **Reporting** | 8.4 (92 reviews) ✓ Verified | Not enough data | 
| **KPIs** | 8.1 (78 reviews) ✓ Verified | Not enough data | 

#### Administration

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Standard Integrations** | 8.5 (92 reviews) ✓ Verified | Not enough data | 
| **Workflow** | 8.7 (99 reviews) ✓ Verified | Not enough data | 
| **Access Management** | 8.8 (92 reviews) ✓ Verified | Not enough data | 

#### Platform

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **APIs** | 8.3 (82 reviews) ✓ Verified | Not enough data | 
| **Internationalization** | 8.2 (65 reviews) ✓ Verified | Not enough data | 
| **Performance and Reliability** | 9.0 (98 reviews) ✓ Verified | Not enough data | 
| **Mobile** | 7.8 (87 reviews) ✓ Verified | Not enough data | 
| **Offline Access** | Feature Not Available | Not enough data | 

#### Generative AI

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **AI Text Generation** | 5.8 (12 reviews) | Not enough data | 
| **AI Text Summarization** | 6.0 (12 reviews) | Not enough data | 

#### Artificial Intelligence - Professional Services Automation

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Predictive Forecasting** | 6.4 (6 reviews) | Not enough data | 
| **Smart task suggestions** | 6.4 (6 reviews) | Not enough data | 
| **Automated workflows** | 7.5 (6 reviews) | Not enough data | 

#### Agentic AI - Professional Services Automation

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Adaptive Learning** | 6.7 (6 reviews) | Not enough data | 
| **Proactive Assistance** | 6.7 (6 reviews) | Not enough data | 

### Work Management

| Product | Score | Reviews |
|---|---|---|
| **Accelo** | 7.4/10 | 32 |
| **Dynamics 365 Sales** | N/A | N/A |

#### Automation

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Workflows** | 7.6 (24 reviews) | Not enough data | 
| **Customization** | 7.2 (27 reviews) | Not enough data | 
| **Data repository** | 7.9 (26 reviews) | Not enough data | 

#### Administration

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Permissions** | 8.0 (27 reviews) | Not enough data | 
| **Procedures** | 7.3 (25 reviews) | Not enough data | 
| **Remote Work** | 8.3 (25 reviews) | Not enough data | 

#### Project management

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Task Prioritization** | 7.9 (27 reviews) | Not enough data | 
| **Dependencies** | 7.5 (26 reviews) | Not enough data | 
| **Planning** | 7.6 (25 reviews) | Not enough data | 
| **Views** | 7.8 (25 reviews) | Not enough data | 
| **Scheduling** | 7.3 (25 reviews) | Not enough data | 
| **Critical Path** | Feature Not Available | Not enough data | 
| **Dashboards** | 7.4 (26 reviews) | Not enough data | 

#### Workload

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Resource Allocation** | 7.3 (28 reviews) | Not enough data | 
| **Workspace** | 7.7 (25 reviews) | Not enough data | 
| **Configuration** | 7.6 (25 reviews) | Not enough data | 
| **Insights** | 6.9 (25 reviews) | Not enough data | 

#### Communication &amp; Collaboration

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Communication Channels** | 7.1 (24 reviews) | Not enough data | 
| **Document Management** | 7.2 (25 reviews) | Not enough data | 
| **Collaboration** | 7.2 (26 reviews) | Not enough data | 

#### Cost Management

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Project Budgeting** | 8.1 (24 reviews) | Not enough data | 
| **Time &amp; Expense** | 8.1 (26 reviews) | Not enough data | 
| **Profitability** | 7.8 (24 reviews) | Not enough data | 

#### Integration

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Front Office** | 7.3 (23 reviews) | Not enough data | 
| **Back Office** | 7.3 (26 reviews) | Not enough data | 
| **External data** | 7.5 (24 reviews) | Not enough data | 

#### Generative AI

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **AI Text Generation** | 5.3 (18 reviews) | Not enough data | 
| **AI Text Summarization** | 5.0 (18 reviews) | Not enough data | 

#### Agentic AI - Work Management

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 

### Project Collaboration

| Product | Score | Reviews |
|---|---|---|
| **Accelo** | 6.9/10 | 19 |
| **Dynamics 365 Sales** | N/A | N/A |

#### Communication

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Chat** | Feature Not Available | Not enough data | 
| **Discussions** | 6.8 (15 reviews) | Not enough data | 
| **External** | 6.9 (14 reviews) | Not enough data | 
| **Feedback** | Feature Not Available | Not enough data | 
| **Announcements** | Feature Not Available | Not enough data | 

#### Content &amp; Documents

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **File Sharing** | 6.5 (13 reviews) | Not enough data | 
| **Notes** | 7.1 (14 reviews) | Not enough data | 
| **Search** | 7.6 (15 reviews) | Not enough data | 
| **Versioning** | 6.1 (14 reviews) | Not enough data | 

#### Controls

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Custom Views** | 6.9 (14 reviews) | Not enough data | 
| **Followers** | 6.4 (13 reviews) | Not enough data | 
| **User Management** | 7.4 (14 reviews) | Not enough data | 
| **Calendars** | 6.9 (14 reviews) | Not enough data | 
| **Public Sharing** | 6.4 (14 reviews) | Not enough data | 

#### Project Management

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Task Management** | 8.3 (14 reviews) | Not enough data | 
| **Planning** | 7.9 (13 reviews) | Not enough data | 
| **Visibility** | 7.8 (13 reviews) | Not enough data | 
| **Integration** | 7.4 (13 reviews) | Not enough data | 

#### Remote Collaboration

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Alignment** | 7.5 (14 reviews) | Not enough data | 
| **Accountability** | 7.6 (15 reviews) | Not enough data | 
| **Connectivity** | 7.7 (15 reviews) | Not enough data | 
| **Offline Mode** | Feature Not Available | Not enough data | 

#### Generative AI

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **AI Text Generation** | 4.3 (10 reviews) | Not enough data | 
| **AI Text Summarization** | 4.4 (9 reviews) | Not enough data | 

#### Agentic AI - Project Collaboration

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 

### Billing

| Product | Score | Reviews |
|---|---|---|
| **Accelo** | 6.7/10 | 29 |
| **Dynamics 365 Sales** | N/A | N/A |

#### Bill Generation

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Templates** | 7.6 (24 reviews) | Not enough data | 
| **Digital Billing** | 8.3 (22 reviews) | Not enough data | 
| **Recurring Billing** | 6.9 (22 reviews) | Not enough data | 

#### Bill Processing

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Consolidation** | 6.1 (22 reviews) | Not enough data | 
| **Batch Invoicing** | 6.7 (23 reviews) | Not enough data | 
| **Management** | 6.7 (23 reviews) | Not enough data | 

#### Integration

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Accounting** | 6.9 (25 reviews) | Not enough data | 
| **Payments** | 6.3 (24 reviews) | Not enough data | 
| **ERP** | 5.2 (22 reviews) | Not enough data | 

#### Agentic AI - Billing

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 

### Sales Analytics

| Product | Score | Reviews |
|---|---|---|
| **Accelo** | 7.2/10 | 15 |
| **Dynamics 365 Sales** | 8.5/10 | 22 |

#### Agentic AI - Sales Analytics

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

#### Data Sourcing

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Data Sourcing** | 7.0 (10 reviews) | 8.7 (21 reviews) | 
| **Exporting &amp; Sharing Data** | 8.3 (9 reviews) | 8.5 (21 reviews) | 
| **Multi-Device Data Visualization** | 7.0 (9 reviews) | 8.4 (20 reviews) | 
| **Interactive Dashboards** | 7.7 (11 reviews) | 8.1 (21 reviews) | 
| **Data Segmentation** | 7.7 (10 reviews) | 8.7 (20 reviews) | 

#### Predictive Analytics

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Lead Scoring** | 7.2 (10 reviews) | 8.7 (20 reviews) | 
| **Opportunity Scoring** | 7.0 (10 reviews) | 8.6 (19 reviews) | 
| **Risk Analysis** | 6.2 (10 reviews) | 8.3 (19 reviews) | 
| **Live Forecasting** | 6.8 (12 reviews) | 8.3 (19 reviews) | 

#### Sales Management

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Live Pipeline Management** | 7.7 (13 reviews) | 8.8 (20 reviews) | 
| **Sales Gamification** | 5.7 (10 reviews) | 8.7 (19 reviews) | 
| **Account-Based Analytics** | 6.8 (13 reviews) | 8.5 (20 reviews) | 
| **Activity Tracking** | 8.1 (12 reviews) | 8.7 (20 reviews) | 

### Sales Coaching

| Product | Score | Reviews |
|---|---|---|
| **Accelo** | N/A | N/A |
| **Dynamics 365 Sales** | 8.6/10 | 6 |

#### Agentic AI - Sales Coaching

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

#### Training

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Knowledge Base** | Not enough data | 8.9 (6 reviews) | 
| **Coaching Materials** | Not enough data | 8.6 (6 reviews) | 
| **Playbook Creation** | Not enough data | 7.5 (6 reviews) | 
| **Video Record** | Not enough data | 8.6 (6 reviews) | 

#### Feedback

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Review** | Not enough data | 8.9 (6 reviews) | 
| **Scorecard** | Not enough data | 8.9 (6 reviews) | 
| **Coaching Card** | Not enough data | 8.6 (6 reviews) | 
| **Leaderboard** | Not enough data | 9.2 (6 reviews) | 
| **Real-Time Updates** | Not enough data | 8.6 (6 reviews) | 
| **Notifications** | Not enough data | 8.6 (6 reviews) | 
| **Competition** | Not enough data | 8.6 (6 reviews) | 

#### Generative AI

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **AI Text Summarization** | Not enough data | Not enough data | 

### Accounting &amp; Finance

| Product | Score | Reviews |
|---|---|---|
| **Accelo** | N/A | N/A |
| **Dynamics 365 Sales** | N/A | N/A |

#### Agentic AI - Accounting &amp; Finance

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 

### Time Tracking

| Product | Score | Reviews |
|---|---|---|
| **Accelo** | 7.7/10 | 120 |
| **Dynamics 365 Sales** | N/A | N/A |

#### Time Tracking

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Ease of Completing Timesheets** | 7.9 (43 reviews) | Not enough data | 
| **Tracking Time to Project/Task** | 8.1 (44 reviews) | Not enough data | 
| **Billable Time Rate Management** | 8.0 (43 reviews) | Not enough data | 

#### Client Invoicing

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Invoice Creation and Delivery** | 8.1 (98 reviews) | Not enough data | 
| **Electronic Payments** | 8.0 (75 reviews) | Not enough data | 
| **Project Accounting / Revenue Recognition** | 8.2 (91 reviews) | Not enough data | 

#### Mobile Time Tracking

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Time Tracking** | 7.3 (37 reviews) | Not enough data | 

#### Administration

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Business Tool Integration** | 7.9 (86 reviews) | Not enough data | 
| **Workflow** | 8.3 (91 reviews) | Not enough data | 
| **Automated Reminders** | 7.8 (89 reviews) | Not enough data | 
| **Policy Compliance Management** | Feature Not Available | Not enough data | 
| **User, Role, and Access Management** | 8.5 (90 reviews) | Not enough data | 

#### Platform

| Feature | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Reporting** | 7.9 (88 reviews) | Not enough data | 
| **APIs / Integration** | 7.6 (81 reviews) | Not enough data | 
| **Internationalization** | 7.9 (69 reviews) | Not enough data | 
| **Performance and Reliability** | 8.6 (90 reviews) | Not enough data | 
| **Mobile User Support** | 7.4 (78 reviews) | Not enough data | 
| **Offline** | Feature Not Available | Not enough data | 

---
## Categories
**Shared Categories (2):** [Sales Analytics Software](https://www.g2.com/categories/sales-analytics), [CRM Software](https://www.g2.com/categories/crm)

**Unique to Accelo (13):** [Project Collaboration Software](https://www.g2.com/categories/project-collaboration), [Work Management Software](https://www.g2.com/categories/work-management), [Client Portal Software](https://www.g2.com/categories/client-portal), [Resource Management Software](https://www.g2.com/categories/resource-management), [Project and Portfolio Management Software](https://www.g2.com/categories/project-and-portfolio-management), [Task Management Software](https://www.g2.com/categories/task-management-software), [Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation), [Billing Software](https://www.g2.com/categories/billing), [CPQ Software](https://www.g2.com/categories/cpq), [Project Management Software](https://www.g2.com/categories/project-management), [Contract Management Software](https://www.g2.com/categories/contract-management), [Time Tracking Software](https://www.g2.com/categories/time-tracking-software), [Quote-to-Cash Software](https://www.g2.com/categories/quote-to-cash)

**Unique to Dynamics 365 Sales (1):** [Sales Coaching Software](https://www.g2.com/categories/sales-coaching)


---
## Reviewer Demographics

### By Company Size

| Segment | Accelo | Dynamics 365 Sales | 
|---|---|---|
| **Small-Business** | 74.3% | 31.1% | 
| **Mid-Market** | 19.6% | 39.4% | 
| **Enterprise** | 6.2% | 29.5% | 

### By Industry

#### Accelo

- **Marketing and Advertising:** 33.0%
- **Information Technology and Services:** 17.4%
- **Computer Software:** 6.5%
- **Management Consulting:** 5.4%
- **Accounting:** 3.5%
- **Internet:** 2.6%
- **Computer &amp; Network Security:** 2.2%
- **Architecture &amp; Planning:** 2.1%
- **Financial Services:** 1.7%
- **Consulting:** 1.5%
- **Other:** 24.1%

#### Dynamics 365 Sales

- **Information Technology and Services:** 12.6%
- **Computer Software:** 8.3%
- **Retail:** 3.9%
- **Marketing and Advertising:** 3.9%
- **Financial Services:** 3.9%
- **Accounting:** 2.8%
- **Education Management:** 2.3%
- **Non-Profit Organization Management:** 2.3%
- **Insurance:** 2.3%
- **Real Estate:** 2.3%
- **Other:** 55.3%

---
## Alternatives

### Alternatives to Accelo

- [Scoro](https://www.g2.com/products/scoro/reviews) — 4.5/5 stars (495 reviews)
- [monday Work Management](https://www.g2.com/products/monday-com/reviews) — 4.7/5 stars (15431 reviews)
- [BigTime](https://www.g2.com/products/bigtime/reviews) — 4.5/5 stars (1693 reviews)
- [ClickUp](https://www.g2.com/products/clickup/reviews) — 4.6/5 stars (12596 reviews)
- [Teamwork.com](https://www.g2.com/products/teamwork-com/reviews) — 4.4/5 stars (1215 reviews)
- [Wrike](https://www.g2.com/products/wrike/reviews) — 4.2/5 stars (4530 reviews)
- [Asana](https://www.g2.com/products/asana/reviews) — 4.4/5 stars (13677 reviews)
- [Kantata Professional Services Automation (formerly Mavenlink+ Kimble)](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews) — 4.2/5 stars (1512 reviews)
- [SuiteDash](https://www.g2.com/products/suitedash/reviews) — 4.8/5 stars (618 reviews)
- [Avaza](https://www.g2.com/products/avaza/reviews) — 4.5/5 stars (384 reviews)

### Alternatives to Dynamics 365 Sales

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25824 reviews)
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14700 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13841 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3065 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2931 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1433 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1234 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1157 reviews)
- [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) — 4.2/5 stars (999 reviews)
- [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) — 4.3/5 stars (952 reviews)

---
## Top Discussions

### Accelo

- Title: [When are you coming up with more new exciting features](https://www.g2.com/discussions/when-are-you-coming-up-with-more-new-exciting-features) — 2 comments, 1 upvote
  > **Top comment:** "Best way to find out about upcoming features is to check out the Accelo Blog page.  https://www.accelo.com/resources/blog/"
- Title: [New features ahead?](https://www.g2.com/discussions/new-features-ahead) — 2 comments, 1 upvote
  > **Top comment:** "Check out the Accleo Blog page - https://www.accelo.com/resources/blog/"
- Title: [Does Accelo offer Customer Support?](https://www.g2.com/discussions/customer-support-7e130c25-04be-4f5e-b555-fded65877b37) — 2 comments, 1 upvote
  > **Top comment:** "Their customer support is pretty awesome. Being in Australia, I was worried about time differences with responses, but the whole team responds within 12..."
- Title: [What does Accelo integrate with?](https://www.g2.com/discussions/integration-88476e14-3004-46a9-9158-703b2c3e1b53) — 2 comments, 1 upvote
  > **Top comment:** "There&#39;s an awesome list of integrations and new ones are being announced often - check out the current list here:..."
- Title: [What is Accelo used for?](https://www.g2.com/discussions/what-is-accelo-used-for) — 1 comment
  > **Top comment:** "Project-based service companies - cash to quote. "

### Dynamics 365 Sales

- Title: [how can i creat a new feild for the contact?](https://www.g2.com/discussions/how-can-i-creat-a-new-feild-for-the-contact) — 3 comments, 1 upvote
  > **Top comment:** "you must have the &quot;System customizer&quot; and/or &quot;System Administrator&quot; role, If you do you can Click on the &quot;Form Editor&quot; when you have a contact open, you will..."
- Title: [What is Microsoft Dynamics CRM competitive advantage?](https://www.g2.com/discussions/what-is-microsoft-dynamics-crm-competitive-advantage) — 3 comments, 1 upvote
  > **Top comment:** "Dynamics CRM has the advantage of being a part of Microsoft. Some see that as a pro, others a con. Nonetheless, it is a full featured CRM just like several..."
- Title: [I&#39;m new to Dynamics 365 Sales and struggling to set up and customize the sales pipeline. Can someone guide me through this process?](https://www.g2.com/discussions/i-m-new-to-dynamics-365-sales-and-struggling-to-set-up-and-customize-the-sales-pipeline-can-someone-guide-me-through-this-process) — 2 comments
  > **Top comment:** "To set up and customize your sales pipeline in Dynamics 365 Sales:

Define Sales Stages: Go to Settings &gt; Sales &gt; Sales Process to set stages like &quot;Lead,&quot;..."
- Title: [What is Dynamics 365 Sales used for?](https://www.g2.com/discussions/what-is-dynamics-365-sales-used-for) — 1 comment
  > **Top comment:** " Lead management: Capturing and nurturing leads, assigning them to sales representatives, and tracking their progress through the sales funnel.
 ..."
- Title: [What Dynamics 365 application can be used for point of sales?](https://www.g2.com/discussions/what-dynamics-365-application-can-be-used-for-point-of-sales) — 1 comment
  > **Top comment:** "1. In-store and Online Sales.
2.Inventory Management.
3.Customer Engagement.
4.Omnichannel Capabilities.
5.Payment Processing.
6.Reporting and Analytics."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/accelo-vs-dynamics-365-sales)

