Dynamics 365 Sales Features
Platform (8)
Customization
Based on 293 Dynamics 365 Sales reviews and verified by the G2 Product R&D team.
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
Workflow Capability
Based on 307 Dynamics 365 Sales reviews and verified by the G2 Product R&D team.
Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
User, Role, and Access Management
Based on 301 Dynamics 365 Sales reviews and verified by the G2 Product R&D team.
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
Based on 227 Dynamics 365 Sales reviews and verified by the G2 Product R&D team.
Enables users to view and transact business with the same content in multiple languages and currencies.
Sandbox / Test Environments
Based on 249 Dynamics 365 Sales reviews and verified by the G2 Product R&D team.
Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.
Document & Content Mgmt.
Based on 275 Dynamics 365 Sales reviews and verified by the G2 Product R&D team.
Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.
Performance and Reliability
Based on 291 Dynamics 365 Sales reviews and verified by the G2 Product R&D team.
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Output Document Generation
Based on 254 Dynamics 365 Sales reviews and verified by the G2 Product R&D team.
Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
Sales Force Automation (9)
Contact & Account Management
Based on 963 Dynamics 365 Sales reviews and verified by the G2 Product R&D team.
Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.
Partner Relationship Mgmt. (PRM)
Based on 678 Dynamics 365 Sales reviews and verified by the G2 Product R&D team.
Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information
Opportunity & Pipeline Mgmt.
Based on 902 Dynamics 365 Sales reviews and verified by the G2 Product R&D team.
Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.
Task / Activity Management
Based on 969 Dynamics 365 Sales reviews and verified by the G2 Product R&D team.
Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.
Territory & Quota Management
Based on 734 Dynamics 365 Sales reviews and verified by the G2 Product R&D team.
Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.
Desktop Integration
Based on 865 Dynamics 365 Sales reviews and verified by the G2 Product R&D team.
Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.
Product & Price List Management
Based on 729 Dynamics 365 Sales reviews and verified by the G2 Product R&D team.
Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.
Quote & Order Management
Based on 718 Dynamics 365 Sales reviews and verified by the G2 Product R&D team.
Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.
Customer Contract Management
Based on 768 Dynamics 365 Sales reviews and verified by the G2 Product R&D team.
Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.
Marketing Automation (4)
Email Marketing
Based on 754 Dynamics 365 Sales reviews and verified by the G2 Product R&D team.
Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.
Campaign Management
Based on 732 Dynamics 365 Sales reviews and verified by the G2 Product R&D team.
Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.
Lead Management
Based on 819 Dynamics 365 Sales reviews and verified by the G2 Product R&D team.
Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.
Marketing ROI Analytics
Based on 642 Dynamics 365 Sales reviews and verified by the G2 Product R&D team.
Enables analysis of effectiveness of an organizations various marketing activities
Customer Support (5)
Case Management
Based on 708 Dynamics 365 Sales reviews and verified by the G2 Product R&D team.
Tracks issues/help requests reported by customers through the resolution process.
Customer Support Portal
Based on 672 Dynamics 365 Sales reviews and verified by the G2 Product R&D team.
Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.
Knowledge Base
Based on 694 Dynamics 365 Sales reviews and verified by the G2 Product R&D team.
Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.
Call Center Features
Based on 603 Dynamics 365 Sales reviews and verified by the G2 Product R&D team.
Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.
Support Analytics
Based on 630 Dynamics 365 Sales reviews and verified by the G2 Product R&D team.
Enables analysis of customer support activities to optimize customer support professionals, processes and tools.
Integration (3)
Data Import & Export Tools
Based on 297 Dynamics 365 Sales reviews and verified by the G2 Product R&D team.
Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
Based on 232 Dynamics 365 Sales reviews and verified by the G2 Product R&D team.
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Breadth of Partner Applications
Based on 238 Dynamics 365 Sales reviews and verified by the G2 Product R&D team.
To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.
Mobile & Social (3)
Social Collaboration Features
Based on 556 Dynamics 365 Sales reviews and verified by the G2 Product R&D team.
Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone
Social Network Integration
Based on 550 Dynamics 365 Sales reviews and verified by the G2 Product R&D team.
Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.
Mobile User Support
Based on 620 Dynamics 365 Sales reviews and verified by the G2 Product R&D team.
Allows software to be easily used on multiple mobile devices include phone and tablet devices.
Reporting & Analytics (3)
Reporting
Based on 896 Dynamics 365 Sales reviews and verified by the G2 Product R&D team.
Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.
Dashboards
Based on 944 Dynamics 365 Sales reviews and verified by the G2 Product R&D team.
An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance
Forecasting
Based on 783 Dynamics 365 Sales reviews and verified by the G2 Product R&D team.
Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
Data Sourcing (5)
Data Sourcing
As reported in 21 Dynamics 365 Sales reviews.
Compiles data from a breadth of either internal or external sources.
Exporting & Sharing Data
As reported in 21 Dynamics 365 Sales reviews.
Enables user to communicate data by securely exporting and sharing it.
Multi-Device Data Visualization
This feature was mentioned in 20 Dynamics 365 Sales reviews.
Allows users to view data visualizations on several devices.
Interactive Dashboards
This feature was mentioned in 21 Dynamics 365 Sales reviews.
Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs.
Data Segmentation
This feature was mentioned in 20 Dynamics 365 Sales reviews.
Enables user to segment customer or prospect data in meaningful ways such as by industry or region.
Predictive Analytics (4)
Lead Scoring
This feature was mentioned in 20 Dynamics 365 Sales reviews.
Provides scores or rankings of each prospect based on the data provided.
Opportunity Scoring
As reported in 19 Dynamics 365 Sales reviews.
Provides insights to determine which deals already in the pipeline have the best chance of closing.
Risk Analysis
As reported in 19 Dynamics 365 Sales reviews.
Warns sales teams of accounts that may be at risk of being lost.
Live Forecasting
This feature was mentioned in 19 Dynamics 365 Sales reviews.
Provides live customer data so that sales organizations forecasts stay current.
Sales Management (4)
Live Pipeline Management
This feature was mentioned in 20 Dynamics 365 Sales reviews.
Updates every time a change is made enabling users to trace a deal through the pipeline.
Sales Gamification
Based on 19 Dynamics 365 Sales reviews.
Enables competition between a sales team by providing things like challenges and scoreboards.
Account-Based Analytics
20 reviewers of Dynamics 365 Sales have provided feedback on this feature.
Provides insightful data at the account level to arm salespeople with the most relevant information possible.
Activity Tracking
As reported in 20 Dynamics 365 Sales reviews.
Enables sales managers to stay on top of their team activities by providing visibility into customer communication.
Training (4)
Knowledge Base
Organizes knowledge from fellow sales representatives and other experienced employees for reference.
Coaching Materials
Offers content and training for new hires within the tool.
Playbook Creation
Allows for the creation of a customized playbook that new hires can use for reference in understanding company-specific sales processes.
Video Record
Records users' practice or live pitches for future reference and improvement.
Feedback (7)
Review
Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement.
Scorecard
Provides a scorecard to display team and/or individual performance.
Coaching Card
Allows managers to utilize and snapshot scorecards to coach new hires and assign action items.
Leaderboard
Projects team sales performance publicly to reward and motivate employees.
Real-Time Updates
Updates sales data in real-time so as to help teams remain close to their goals.
Notifications
Notifies users of company-specified "danger zones" to correct behaviors and re-align sales processes in the right direction.
Competition
Motivates employees by creating time-sensitive competititons that drive performance.
Generative AI (2)
AI Text Generation
Based on 18 Dynamics 365 Sales reviews.
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Agentic AI - CRM (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Sales Analytics (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Sales Coaching (4)
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Decision Making
Makes informed choices based on available data and objectives







