--- title: Dynamics 365 Sales Reviews meta_title: 'Dynamics 365 Sales Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1624 reviews by the users' company size, role or industry to find out how Dynamics 365 Sales works for a business like yours. aggregate_rating: rating_value: 3.8 review_count: 1624 scale: '5' date_modified: '2026-09-29' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Dynamics 365 Sales Reviews **Vendor:** Microsoft **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 3.8/5.0 **Total Reviews:** 1,624 **AI Enabled:** This product embeds AI to enhance or extend its core functionality. ## About Dynamics 365 Sales Microsoft Dynamics CRM is our customer relationship management (CRM) business solution that drives sales productivity and marketing effectiveness through social insights, business intelligence, and campaign management in the cloud, on-premises, or with a hybrid combination. Customer relationship management (CRM) can help reduce costs and increase profitability by organizing and automating business processes that nurture customer satisfaction and loyalty in the sales, marketing, and customer service fields. CRM solutions can deliver ROI through marketing automation, customer service, and sales force automation. We also offer mobile CRM apps and platforms that enable you to manage your customer relationships on your mobile devices, along with tools that integrate data and reporting from social media directly into your CRM application. With Microsoft Dynamics CRM, you get powerful CRM software delivered on cloud, hosted or on premises. Our CRM Online service providing instant-on anywhere access, predictable pay-as-you-go pricing, and a financially backed service level agreement (SLA). ## Dynamics 365 Sales Pros & Cons Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews. **What users like:** - Users find Dynamics 365 Sales to be **easy to use** , appreciating its intuitive interface and seamless Microsoft integration. (18 reviews) - Users value the **seamless integration** of Dynamics 365 Sales with other Microsoft products, enhancing efficiency and productivity. (11 reviews) - Users appreciate the **extreme helpfulness** of Dynamics 365 Sales for enhancing efficiency and ensuring effective follow-ups. (10 reviews) - Users value the **unified lead management** capabilities of Dynamics 365 Sales, enhancing efficiency and streamlining the sales process. (10 reviews) - Users highlight the **automation of repetitive tasks** in Dynamics 365 Sales, significantly enhancing productivity and workflow efficiency. (8 reviews) - Users value the **excellent customization options** in Dynamics 365 Sales, enhancing their experience and productivity within Microsoft 365. (8 reviews) - Users value the **seamless integration with Microsoft tools** , enhancing productivity and easing task management within Dynamics 365 Sales. (8 reviews) - Seamless Integration (8 reviews) - Users appreciate the **easy customization** options in Dynamics 365 Sales, enabling tailored solutions for their business needs. (7 reviews) - Efficiency (7 reviews) **What users dislike:** - Users face a **steep learning curve** with Dynamics 365 Sales, making it challenging for newcomers to navigate effectively. (12 reviews) - Users find the **complexity** of Dynamics 365 Sales challenging, citing difficult navigation and steep learning curves for new users. (7 reviews) - Users find the interface **not intuitive** at times, leading to a frustrating experience during navigation. (7 reviews) - Users find the **time-consuming setup and complexity** of Dynamics 365 Sales challenging, especially for non-technical users. (6 reviews) - Users find the **cluttered interface** of Dynamics 365 Sales confusing and hard to navigate, impacting usability. (5 reviews) - Users note that the **licensing costs** for Dynamics 365 Sales can escalate quickly with added features and complexities. (5 reviews) - High Complexity (5 reviews) - Users notice **limited features** in Dynamics 365 Sales, particularly in on-premise versions, impacting overall user experience. (5 reviews) - Users experience **slow performance** with Dynamics 365 Sales, leading to frustrations during usage and affecting productivity. (5 reviews) - Expertise Required (4 reviews) ## Dynamics 365 Sales Reviews ### 1. Dynamics 365 Sales — user review (2025) **Rating:** 2.5/5.0 stars **Reviewed by:** David G. | Owner, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through Google One Tap using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** October 06, 2025 **What do you like best about Dynamics 365 Sales?** What worked well: I run on Microsoft 365 (Outlook + Teams), and Dynamics 365 Sales felt like home. The Teams dialer inside Sales Hub lets my reps call from the CRM and get real-time transcripts/action items saved to the record—zero copy/paste busywork. The Sales Accelerator sequences gave us a clean, prioritized worklist, so newer reps stopped guessing the “next touch.” On top, the AI layer—predictive lead/opportunity scoring and Copilot for Sales in Outlook/Teams—actually helped triage and draft follow-ups faster. Where it stumbled: The setup still isn’t “flip a switch.” You’ll spend time on server-side sync, security roles, and CI settings—worth it, but plan for an admin sprint. Licensing is powerful but confusing (Professional vs. Enterprise vs. Premium + Copilot add-on). Budget carefully; Premium’s AI is great, but only if you’ll use forecasting/scoring at scale. Bottom line: If you live in Microsoft 365 and want calling + transcripts inside the CRM plus pragmatic AI, Dynamics 365 Sales is a strong choice. If you’re not on Teams/Outlook, you’ll lose many of its best tricks. **What do you dislike about Dynamics 365 Sales?** Dynamics 365 Sales — dislikes Licensing is a maze (Professional vs. Enterprise vs. Premium + Copilot add-ons). Easy to overbuy. Setup takes an admin sprint (server-side sync, security roles, Conversation Intelligence policies). UI feels dense out of the box; too many fields/clicks until you tailor forms and views. Performance can lag (page loads; Outlook add-in; occasional sync delays). Custom work needs Power Platform skills; “quick tweaks” turn into solution deployments. Reporting beyond basics pushes you into Power BI; forecasting configuration is fiddly. Strong Microsoft bias—benefits drop if you’re not on Outlook/Teams. Mobile app is fine for lookups, weak for heavy updates or sequence work. Duplicate detection/merging is still clunky; data hygiene needs extra care. AI can feel opaque (why a score is high/low); Copilot drafts vary in quality. Dataverse/file storage and call transcripts can add surprise costs. Call recording/transcription raises consent/compliance steps in some regions. **What problems is Dynamics 365 Sales solving and how is that benefiting you?** Here’s what it’s actually fixing for us—and what we’re getting back. Scattered workflow → One selling workspace. We used to bounce between Outlook, Teams, and spreadsheets. With Dynamics 365 Sales, calls happen in the CRM (Teams dialer), emails and meetings auto-log, and transcripts/action items land on the right record. Result: less copy/paste, cleaner data, ~3–5 hrs/reps/week saved. Inconsistent follow-up → Guided sequences. Sales Accelerator gives each rep a prioritized worklist and next best step. Result: more consistent touches, faster first responses, higher connect rates. Guesswork prioritization → Predictive scoring. Lead/opportunity scores help us focus on deals that are actually moving. Result: better pipeline hygiene and time spent where it matters. Slow admin → AI assist. Copilot drafts follow-ups, summarizes calls, and suggests next steps right in Outlook/Teams. Result: tighter turnaround after meetings and fewer stalled deals. Coaching blind spots → Call intelligence. Recordings + transcripts make it easy to review calls and coach new reps. Result: shorter ramp times and more consistent messaging. Fuzzy forecasts → Structured forecasting. Out-of-the-box forecasts tied to opportunities and stages. Result: improved forecast accuracy and cleaner exec reviews. Net impact: more selling time, cleaner CRM data, faster cycles, and steadier pipeline reviews—without duct-taping five tools together. ### 2. Comprehensive Sales Insights, But Setup Can Be Complex **Rating:** 2.5/5.0 stars **Reviewed by:** Vishnu N. | Merchant risk analyst , Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** October 20, 2025 **What do you like best about Dynamics 365 Sales?** What I like best about Microsoft Dynamics 365 Sales is its ability to give a complete, real-time view of the entire sales pipeline and customer journey. The platform makes it easy to track leads, manage opportunities, and monitor performance all in one place. **What do you dislike about Dynamics 365 Sales?** The main thing I dislike about Microsoft Dynamics 365 Sales is that the initial setup and customization process can be a bit complex, especially for users without much technical experience. Configuring workflows, dashboards, and reports to match specific business needs often requires time and support from IT or a consultant. **What problems is Dynamics 365 Sales solving and how is that benefiting you?** Microsoft Dynamics 365 Sales has helped us solve key challenges in lead management, sales tracking, and customer relationship visibility. Previously, we struggled with scattered data and manual tracking, which made it difficult to follow up on leads and measure performance accurately. ### 3. Powerful Ecosystem, But Rigid and Complex **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** December 11, 2025 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Dynamics 365 Sales?** I like the full ecosystem and the possibilities that Dynamics 365 Sales offers. The opportunities feature and the CRM overall are quite powerful. **What do you dislike about Dynamics 365 Sales?** It's a bit too rigid and requires too much manual labor. It's also quite focused on enterprises, meaning you need to understand quite a lot to get everything connected, which has been a challenge for us. **What problems is Dynamics 365 Sales solving and how is that benefiting you?** Dynamics 365 Sales provides an integrated environment to track the pipeline effectively. We switched to streamline processes more than what was possible with Salesforce. ### 4. UI/UX is secretly complex **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Source: Thank You page:** Invitation from G2. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** February 05, 2025 **What do you like best about Dynamics 365 Sales?** Great way to track opps. Decent UI/UX. Intigrates into copilot. **What do you dislike about Dynamics 365 Sales?** The UI/UX is hard to learn and navigate. It's like they try to make you think it has a simple UI. At first glance it's simple design seams like it will be easy to navigate but really they just hide buttons within other buttons making it even harder to navigate. At least saleforce doesn't hide buttons. It may be huge and overwhelming but you know where every field is and can search for them. **What problems is Dynamics 365 Sales solving and how is that benefiting you?** Customer and sales ops managment. ### 5. Decent **Rating:** 2.5/5.0 stars **Reviewed by:** Em S. | Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** November 23, 2023 **What do you like best about Dynamics 365 Sales?** I like that I can navigate to the entire customer profile and see a snap shot of all activity/ account details **What do you dislike about Dynamics 365 Sales?** At times it is slow to log in and it doesn't link to ServiceMax for scheduling **What problems is Dynamics 365 Sales solving and how is that benefiting you?** Setting tasks for engineers, allows visibility to current status of a deal and links all pertinent forms ### 6. It is a good software but requires a lot of custom works **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** July 01, 2022 **What do you like best about Dynamics 365 Sales?** It's very easy to navigate through and it is very accessible from anywhere since you don't need to be connected to the server by the office lan network in particular. **What do you dislike about Dynamics 365 Sales?** The least helpful part is how difficult it can get to use when it comes to pulling large reports specially the first few times. I'd look forward to see it get faster **What problems is Dynamics 365 Sales solving and how is that benefiting you?** It's great to integrate data in so many levels and countries in an organisation. Yes it does help with productivity as well. Not sure if it has increased my business performance though ### 7. Very user friendly, nudges help me plan my day well, **Rating:** 3.0/5.0 stars **Reviewed by:** Nayan T. | Sales Manager, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** August 02, 2022 **What do you like best about Dynamics 365 Sales?** Nba / nbo , customer 360 and sales insigHts **What do you dislike about Dynamics 365 Sales?** Mobile app is still not upto mark , and takes too long to load **What problems is Dynamics 365 Sales solving and how is that benefiting you?** Actionable insights on account with details customer 360 ### 8. Does what it needs to, kind of clunky. **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** January 05, 2021 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Dynamics 365 Sales?** Dynamics is very good at putting the things I need to get done right in front of me. It's easy to organize things and label them so I'm not missing a potential client. The reports you can run are very useful for insuring I'm covering all of my bases, as well as looking at $ amounts across the year. It's nice to be able to see the $ amount of sales per AE, and to break that down over months and quarters in various charts. I like how easy it is to assign an activity that I have to someone else, as it streamlines setting up new hires with a set of their own tasks to do. **What do you dislike about Dynamics 365 Sales?** I think that the process of entering in/tracking calls as you complete them is incredibly clunky. The old Dynamics 365 made cascading thru a record to set an activity and enter in a call very simple. The new system? Not so much. When we first started using the new interface it was a very steep learning curve, and even now I think it's significantly slower going than it used to be. This is definitely not the most efficient set up for salespeople to track their calls throughout the week. The organization in an individual contact's record leaves something to be desired. **Recommendations to others considering Dynamics 365 Sales:** I would recommend looking elsewhere when considering which CRM to use. Dynamics can be frustrating, and there are definitely faster/more efficient ways to do what it does. If you need something that integrates with other Microsoft software, this is a good pick. If you use CRM just to track when things need to be done/take basic notes about calls and emails--this software is capable of that and won't be too frustrating. **What problems is Dynamics 365 Sales solving and how is that benefiting you?** The biggest problem this software solves is staying on top of everything I need to get done. Dynamics is a straightforward way to set tasks for yourself, so you can stay in touch with potential clients as frequently as you feel you need to. Although it isn't the easiest way to do this, once you're familiar with the software it's certainly usable. ### 9. Need for Improvement **Rating:** 2.5/5.0 stars **Reviewed by:** Anant B. | Microsoft Solutions Consultant, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** November 30, 2021 **What do you like best about Dynamics 365 Sales?** Easy Navigation, Versatile, Interface, Integration with other Apps **What do you dislike about Dynamics 365 Sales?** It's 2021 and it doesn't have a Dark Mode. It feels very slow even though I use a connection of 200 MBPS but it takes time to load each and every page or task. **What problems is Dynamics 365 Sales solving and how is that benefiting you?** Managing my Accounts and people associated with them. Till now I have 3000+ contacts in my CRM and I haven't faced any problem with it. I use it for lead generation, calling, emailing, etc. ### 10. Overly Complicated for the day to day user **Rating:** 3.0/5.0 stars **Reviewed by:** Alex M. | Director of Marketing and Communications, Marketing and Advertising, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** July 22, 2021 **What do you like best about Dynamics 365 Sales?** I like how robust the platform is. You can do some really cool stuff and gain incredible insights. **What do you dislike about Dynamics 365 Sales?** However, that robust-ness means you need a data manager or IT specialist on-staff and fully focused on managing the platform. It is not a simple sales CRM. **What problems is Dynamics 365 Sales solving and how is that benefiting you?** We are able to see a detailed history of sales and interaction with our organization. ### 11. D365 Review **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Apparel & Fashion | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** August 17, 2021 **What do you like best about Dynamics 365 Sales?** How much information I can quickly find! **What do you dislike about Dynamics 365 Sales?** I dislike how un-user-friendly Dynamics 365 is. It is quite slow to load and took me a long time to get a grasp of how to navigate. **What problems is Dynamics 365 Sales solving and how is that benefiting you?** I have helped many customers have a much better experience with our company because of D365. ### 12. MS has cornered the CRM space **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** July 27, 2021 **What do you like best about Dynamics 365 Sales?** Ease of use, and ability to track everything in relation to contacts, customers and marketing **What do you dislike about Dynamics 365 Sales?** Being Microsoft, I thought the dashboards and lists would be more intuitive **Recommendations to others considering Dynamics 365 Sales:** Streamline business processes: Optimize your end-to-end business operations with a modular ERP software system that incorporates artificial intelligence, social, and mobile applications **What problems is Dynamics 365 Sales solving and how is that benefiting you?** One place for all departments such as sales, marketing and customer data ### 13. An OK crm solution **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Computer Hardware | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** August 05, 2021 **What do you like best about Dynamics 365 Sales?** The platform is pretty robust, gives good insights. **What do you dislike about Dynamics 365 Sales?** You will need someone a bit technical to help manage this platform. **Recommendations to others considering Dynamics 365 Sales:** Make sure you have a technical person like an IT specialist with you to manage it. **What problems is Dynamics 365 Sales solving and how is that benefiting you?** Provides detailed info on contact and interactions, great way to store and share info. ### 14. Great tool, it helps us helping customers **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Computer Hardware | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** November 24, 2020 **What do you like best about Dynamics 365 Sales?** I like the best the appearance, I know it could sound irrelevant, but for me it looks like a last generation platform. Some features and the fact that we are taking so many important customer's data, language, time for contacting, I was using SAP CRM and this in my opinion is way better **What do you dislike about Dynamics 365 Sales?** Its stability and performance, there are some times per day where I get constant freezing **What problems is Dynamics 365 Sales solving and how is that benefiting you?** I have been using Dynamics for around 60 days, haven't had the experience to notice so many changes, but the E-mail now is working better than before, I always enjoy when the software feels fluent, this one is heading to that point. ### 15. Easy to use **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Public Safety | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** June 23, 2020 **What do you like best about Dynamics 365 Sales?** Notes, tasks updates and general sales use day to day I was a full user of this system, meaning day to day i.e. making calls and emails chasing orders etc. and then moved into management. What i can say is when i was using it for basic sales it was very easy and functional for what i needed to use it for. **What do you dislike about Dynamics 365 Sales?** Reporting, sales management, senior analytics is not the best. By this i means we were unable to report on activity levels or conversion rates. Things that management need to know in order to improve business sales was not easy to function. **Recommendations to others considering Dynamics 365 Sales:** My advice on using Microsoft 365 sales would be to integrate it within the internal sales team and functionality, however if you are looking for a more in-depth analysis of sales performance and business improvement I would advise using a more detailed package from an alternative provider. **What problems is Dynamics 365 Sales solving and how is that benefiting you?** Our sales team have become a lot more effective and efficient through this as they are able to leave detailed notes and follow-ups, therefore providing clear direction for the next person to use it. This also provides business continuity as if an individual was to leave the business there would be adequate information for the next person to follow up on each account etc. ### 16. Poorest Ui/UX of CRM **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** July 29, 2020 **What do you like best about Dynamics 365 Sales?** - Comprehensive solutions with modules like Sales, Marketing and other related departments - Easy manageable from lead to the closure - Easy trackable relationship with prospects - Manageable contacts data and company profile **What do you dislike about Dynamics 365 Sales?** - UI/UX is not easy for the first time user, it takes time to learn this CRM - Not new user-friendly, nearly impossible to train someone new in it without them losing interest - Not good for Marketing Automation and campaigning perspective **Recommendations to others considering Dynamics 365 Sales:** It is a good tool to manage all your leads from Opportunity to closure and track every relationship. The main drawback is that it's not that much user friendly which anyone can use. **What problems is Dynamics 365 Sales solving and how is that benefiting you?** - A clear view of the pipeline - Easy tracking of leads - Insights which helps in identifying who is working efficiently ### 17. Microsoft Dynamics is okay **Rating:** 2.5/5.0 stars **Reviewed by:** Mostafa E. | Sales rep, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** February 24, 2020 **What do you like best about Dynamics 365 Sales?** it is a great tool used as a customer data base **What do you dislike about Dynamics 365 Sales?** could be because our company has not utilized this yet, but it is not connected to Microsoft outlook and therefore meetings, calls, emails etc are not automatically uploaded to the CRM. **Recommendations to others considering Dynamics 365 Sales:** Learn more from your internal team, look for new ways to extract data from the CRM and to input all data.. as mentioned before, Microsoft Dynamics has made it easier to find customer info and update info all in one place, it is also great for opportunity finding and editing. mainly, ensure your company has provided you with the right training and all the tools that you need to use this CRM in the best way you can, otherwise, this software will be useless to everyone. **What problems is Dynamics 365 Sales solving and how is that benefiting you?** Microsoft Dynamics has made it easier to find customer info and update info all in one place, it is also great for opportunity finding and editing. ### 18. Part of the Microsoft Stack, but there are other CRMs out there **Rating:** 3.0/5.0 stars **Reviewed by:** Matt P. | Product Manager, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** May 14, 2020 **What do you like best about Dynamics 365 Sales?** I liked that it was a part of the rest of the Microsoft enterprise offering. **What do you dislike about Dynamics 365 Sales?** The overall usability and implementation of the CRM was difficult to get other onboarded and organize contact information. **Recommendations to others considering Dynamics 365 Sales:** Try a few different options with a small internal team that can easily be trained and understand the various parts of each CRM. Microsoft Dynamics is great for utilizing the existing stack that is Microsoft, but if your company is open to other service providers, there are other options that can be easier to train and maintain on. **What problems is Dynamics 365 Sales solving and how is that benefiting you?** Aligning a salesforce, we no longer use the platform. ### 19. 365 Sales **Rating:** 2.5/5.0 stars **Reviewed by:** Ashley M. | Sales, Enterprise (> 1000 emp.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** July 30, 2020 **What do you like best about Dynamics 365 Sales?** The ease of transition to view items that are of value. **What do you dislike about Dynamics 365 Sales?** There were moments when trying to locate items was abit hard **What problems is Dynamics 365 Sales solving and how is that benefiting you?** There is an ease of information that it makes work easier to keep track of. ### 20. Dynamics **Rating:** 2.5/5.0 stars **Reviewed by:** Stephanie S. | Dynamics Review, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** September 04, 2019 **What do you like best about Dynamics 365 Sales?** The CRM is fairly easy to use itself. Folders are clearly labeled and nothing is out of place; it's fairly intuitive where you can find things, whether it is a customer service ticket or company information about a client or email chain. Easy to save and route items to others, too. **What do you dislike about Dynamics 365 Sales?** Dynamics has some weird things about this system - you have to refresh the page a bunch of times to get the ticket to pop up to then route it, for instance. Also, once you start the ticket and route it within the system by email, it should start being tracked in your email and your emails should save to the CRM, so they are altogether...but sometimes that doesn't work. "Tracked by Dynamics 365" will show attached to an email you've sent from the ticket system, but I'm told that doesn't always mean those emails are saving to the CRM. **What problems is Dynamics 365 Sales solving and how is that benefiting you?** Organizing support tickets and client emails, as well as company information and past issues/questions those clients may have had in the past and their key stakeholders. **Official Response from Microsoft Team:** > Thank you for your feedback. We will pass this on to the appropriate teams. Additionally, have you shared this on our Dynamics 365 Community Forum for further assistance? https://aka.ms/AA601ob ### 21. Microsoft Dynamics 365 Sales CRM is businesses growth products **Rating:** 3.0/5.0 stars **Reviewed by:** JADAV P. | Software Developer, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** March 27, 2020 **What do you like best about Dynamics 365 Sales?** This Microsoft Dynamics 365 Sales CRM is very useful and good products. This product's business growth and user interface are well and good. This product is familiar to the whole world and users find it usable. Microsoft Dynamics 365 sales products have all the functionality available and are usable for a long time. Businesses have high-level marketing values. **What do you dislike about Dynamics 365 Sales?** This Microsoft Dynamics 365 Sales CRM products are high level images are load the open the software. **What problems is Dynamics 365 Sales solving and how is that benefiting you?** This Microsoft Dynamics 365 Sales CRM is very useful and good products. ### 22. CRM made not so easy **Rating:** 2.5/5.0 stars **Reviewed by:** Elizabeth P. | Solutions Architect, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** November 06, 2019 **What do you like best about Dynamics 365 Sales?** Dynamics CRM has been a great tool however I feel to get the best experience out of it you either need to have a skilled CRM consultant on standby or have a team of CRM experts to be able to make changes to the system. I do like the seamless integration into Outlook **What do you dislike about Dynamics 365 Sales?** It's not easy to run custom reports, it's not easy to retrieve information once it's been stored, I don't like that it's difficult to retrieve email attachments from tracked emails, I don't like that you can't automatically import contact information from an email signature **What problems is Dynamics 365 Sales solving and how is that benefiting you?** Better team visibility into accounts, easy way to share information across the organization from a sales perspective ### 23. It's a good way to track sales. **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** April 28, 2020 **What do you like best about Dynamics 365 Sales?** I like being able to see all of our sales info in one place. Everyone knows what is in the pipeline because it is easy to view. **What do you dislike about Dynamics 365 Sales?** I do not think this app is user friendly at all. I am sure there are better systems out there but Dynamics works well enough for now. **What problems is Dynamics 365 Sales solving and how is that benefiting you?** We are staying more organized than before and we are all much more on the same page now that we know what is on each other's plates. It makes knowing what is going on within the company much easier when we can see all that is happening at once. ### 24. It ain't pretty, but it does the job **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** October 09, 2019 **What do you like best about Dynamics 365 Sales?** The connection to Outlook 365 is better than I remembered after helping clients implement CRM for over 20 years (Onyx, Remedy, Vantiv, Siebel, Salesforce, BaseCRM...etc). MSCRM has all of the bones needed to manage a sales, marketing and service organization. If you're a MSFT partner, you can get CRM as part of your MSFT relationship at a reasonable rate. That's a plus. PowerBI is exactly as it sounds. Powerful. **What do you dislike about Dynamics 365 Sales?** 1.) The user interface, if not configured properly, can leave a LOT of whitespace on the views. 2.) Let's face it, master detail views are still relevant in today's UI. I prefer to scroll down to see a complete rundown of related information from the top (master) down (related detail). In MSCRM, the card layout can make it difficult to consume. 3.) Reporting and personal list view creation is a nightmare. You have to click on the funnel which invokes an advanced filter wizard that is just absolutely frustrating to use. 4.) There are a lot of moving parts with MSCRM. When we were implementing, permissions errors that were thrown couldn't be serviced by a power user. Required an app admin and sometimes even an domain or network admin to step in to correct what seemed on the surface to be a fix it once, then again, and usually after 3 attempts the problem was fixed. **Recommendations to others considering Dynamics 365 Sales:** Focus on the value of CRM and what you ultimately want to achieve with your implementation. Don't over engineer it. Keep it simple at the beginning and iterate through your requirements as they evolve. **What problems is Dynamics 365 Sales solving and how is that benefiting you?** Managing sales activity and forecasting. We also manage our customer outreach and lead gen. Hard to quantify an ROI with any CRM. I'd say we're using CRM as a way to keep our activities organized as we scale the business. ### 25. I used CRM 365 as a sales tool to track orders, client information and overall business health. **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** November 26, 2019 **What do you like best about Dynamics 365 Sales?** I only used it for sales, and what I liked about it is, for one client I can add 2 different email and phone number and I can look up a business and everyone that is listed under that business account will pop up. **What do you dislike about Dynamics 365 Sales?** It's older and it just has way too many updates. **Recommendations to others considering Dynamics 365 Sales:** It's a good tool, very easy to use. I really liked it. **What problems is Dynamics 365 Sales solving and how is that benefiting you?** It's a really good way to keep track of your clients and it gives you a breakdown of your pipeline. It lets you know when you enter a new deal and it breaks it down by 30 days, 60 days... So you will know when you need to follow up with clients. ### 26. Almost good **Rating:** 2.5/5.0 stars **Reviewed by:** Joey P. | Director Of Business Development, Information Technology and Services, Enterprise (> 1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** October 31, 2019 **What do you like best about Dynamics 365 Sales?** Integration with email, calendar, LinkedIn, ubiquity across other platforms and devices. **What do you dislike about Dynamics 365 Sales?** It is slow, consistently, and not very intuitive. Always feels like you should be able to do more with it than you are able to. Integrations often cause issues (Dynamics crashes outlook, for example). Looks like an old MSFT product. Multiple tenets cause a ton of issues too. **Recommendations to others considering Dynamics 365 Sales:** Can you justify the cost and manual management of it? Compare to others before committing. **What problems is Dynamics 365 Sales solving and how is that benefiting you?** Keeping all of my sales contacts, pipeline, opportunities, etc. in one place. ### 27. Not my favorite CRM system, technology a bit outdated **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** November 01, 2019 **What do you like best about Dynamics 365 Sales?** Microsoft Dynamics is a very basic CRM tool, it's probably the most junior out of all of the CRM systems I have used. It's great for storing contact info, pipeline info, and doing ROI reports. **What do you dislike about Dynamics 365 Sales?** The visual aesthetic of the software looks very outdated, it needs a re-fresh. The system was also extremely slow (this could have been related to the organization I worked for), clicking on one single line item would take at least 15 seconds to load. Also if you did not save your work all the time and for whatever reason got timed out, you lose all your information. **Recommendations to others considering Dynamics 365 Sales:** The information that comes out of the system is only as good as what goes in. If you want a valuable CRM tool, you must ensure all of the data going in is accurate, otherwise all reports will not come out correct. **What problems is Dynamics 365 Sales solving and how is that benefiting you?** In the organization I worked for, we struggled with distribution lists and sending out email campaigns. With the use of Dynamics CRM, we were able to create more cleaner lists using NAICS codes and used that for more targeted marketing campaigns. ### 28. Does What it Needs to Do but Doesn't Look Great **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** October 23, 2019 **What do you like best about Dynamics 365 Sales?** Microsoft Dynamics CRM is straightforward and integrates easily with other MS products. Power BI capabilities are really the saving grace for this product - easily get reports on all data in the CRM. Licensing is generous - with one customer engagement license, we were able to utilize almost everything under the Dynamics 365 umbrella including power apps, Power BI and MS Flow, etc. **What do you dislike about Dynamics 365 Sales?** The mobile app is terrible. UI could use a refresh into the 21st century. Some of the features they advertise are too difficult to implement. Frequently crashes. **Recommendations to others considering Dynamics 365 Sales:** I would make sure to ask how long it takes to implement specific features you're interested in. **What problems is Dynamics 365 Sales solving and how is that benefiting you?** I'm able to manage all of our customer's data and manage the relationships with an easy workflow using Microsoft Dynamics. We're able to pull stats on our customers more frequently and with much more ease to better pivot our interactions with them and see trends with our customers. ### 29. Can be overwhelming at first but quite easy to use **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** November 13, 2019 **What do you like best about Dynamics 365 Sales?** Easy to find accounts and their account managers when forwarding on opportunities and leads to the sales team from marketing. Can look into open and previous opportunities and use information from it. Easy to set up campaign tags to see follow up of campaigns and ROI. **What do you dislike about Dynamics 365 Sales?** I'm not entirely sure how to input new accounts. It's so easy to input bad data - aka ?@xxxxx.com just putting question marks or "Mr" as a title so the data can be a bit odd. You dont have to fill out all fields to add an account which messes up the data. **What problems is Dynamics 365 Sales solving and how is that benefiting you?** Account management, linking accounts to their account managers to send forward leads and opportunities from marketing campaigns. Find out opportunities for case studies through accounts. ### 30. Best customer relationship management **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** September 15, 2019 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Dynamics 365 Sales?** This customer relationship management by Microsoft is lightweight and simple to use CRM. It's very easy to configure and integrate the database with this product. The 365 community provides quick support for any queries. It also offers easy deployment with automation frameworks, which helps minimize costs and increase productivity in the organization. It supports the cloud, so you can access it easily from anywhere, anytime. It is very easy to use by non-technical users because of its simplicity. **What do you dislike about Dynamics 365 Sales?** The dislike about this product is that we are not able to get updates frequently. Additionally, from a technical standpoint, it supports very little server code customization compared to others like Salesforce. It's a bit hard and complex to integrate with other third-party applications and plug-ins with 365. **Recommendations to others considering Dynamics 365 Sales:** Good CRM with less cost. Licensing is based on a user basis (advantage for small organizations). Quick support by the community. **What problems is Dynamics 365 Sales solving and how is that benefiting you?** Interaction with customer needs and requirements. Gathering of customer data and documenting it in digital form is one of the major benefits of 365. With these benefits, my organization helps to increase customer relationships and provide quick support as per the workflow set for different customers. ### 31. Office dynamics **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Automotive | Enterprise (> 1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** May 05, 2020 **What do you like best about Dynamics 365 Sales?** The several possibilities of contact data **What do you dislike about Dynamics 365 Sales?** The hardest work tool that I have worked to support customers, you need to jump between several tabs until you get the info desired **What problems is Dynamics 365 Sales solving and how is that benefiting you?** The customer data base regarding support ### 32. Helpful but not always user friendly **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** October 22, 2019 **What do you like best about Dynamics 365 Sales?** Everything can be found in one place. Whether its sales, customer service or retention, we can all operate out of one software. **What do you dislike about Dynamics 365 Sales?** SO MANY BUGS. Lag can also get very bad, we find that there are company wide CRM issues at least daily that hinder one or more job functions. **Recommendations to others considering Dynamics 365 Sales:** It gets the job done, when it's running correctly it's an amazing and efficient program. **What problems is Dynamics 365 Sales solving and how is that benefiting you?** All solutions are performed by IT, normally we will just restart and try again until IT gives us the clear that the bug is fixed. ### 33. Basic entry level CRM program **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Newspapers | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** October 24, 2019 **What do you like best about Dynamics 365 Sales?** Simple interface, maybe too simple; tie ins to other platforms requires lots of customization. Could use some more "bells and whistles". But overall a great entry level basic CRM especially for any company that doesn't already have a CRM solution. **What do you dislike about Dynamics 365 Sales?** A bit clunky. Look and feel is dated. Mobile application could be improved too. Again, basic layout and structure is good for many companies as a starting point. **Recommendations to others considering Dynamics 365 Sales:** If you don't have a CRM solution, this is a great entry level platform that checks many boxes and is fairly simple to implement, particularly if you are already using a suite of Microsoft products. **What problems is Dynamics 365 Sales solving and how is that benefiting you?** Good as an overall contact hub for clients and prospects. Notes and other data captured for each contact is useful. ### 34. difficult to use **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** March 22, 2018 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Dynamics 365 Sales?** crm has the capabilities to do everything i need for my job and is fine for ipad **What do you dislike about Dynamics 365 Sales?** it is not user friendly in the desktop version **Recommendations to others considering Dynamics 365 Sales:** easy to use in ipad very difficult on desktop **What problems is Dynamics 365 Sales solving and how is that benefiting you?** adding customers to the system, no added benefits ### 35. Easy to use but some features can be better **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** October 26, 2019 **What do you like best about Dynamics 365 Sales?** I like that I can very quickly register a new prospect. And then, I can move it up to proceed or not. **What do you dislike about Dynamics 365 Sales?** Perhaps the statistics that I can see from my dashboard can be improved a little; more variety of how to see my data. **Recommendations to others considering Dynamics 365 Sales:** You can choose to go for CRM as its easy to use eg. Searching for customer details, registering customer, etc. But if u want to use CRM for statistics, perhaps other sales software is better. **What problems is Dynamics 365 Sales solving and how is that benefiting you?** streamlined sales process. Make it faster for everyone to search for customer details ### 36. Non male ma non estremamente adattabile **Rating:** 3.0/5.0 stars **Reviewed by:** alberto c. | Key Account - SME, Enterprise (> 1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **AI Translated:** This review has been translated from Italian using AI. **Reviewed Date:** October 05, 2019 **What do you like best about Dynamics 365 Sales?** The software is quite comprehensive, but when upgrades or customizations are needed, it becomes complicated and a bit rigid. There are also compatibility issues with the Office 365 package managed by Microsoft itself. However, it deserves a passing grade. **What do you dislike about Dynamics 365 Sales?** Rigidity of the system and little compatibility **What problems is Dynamics 365 Sales solving and how is that benefiting you?** Management of sales promotions and communication with customers segmented based on various needs ### 37. Microsoft Office 365 **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Medical Practice | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** June 25, 2019 **What do you like best about Dynamics 365 Sales?** I work in customer service and my company previously used Microsoft Office and Outlook 2010 and only recently upgraded to Office 365. The user interface seems very similar to 2010 only the colors are different. **What do you dislike about Dynamics 365 Sales?** I dislike the fact that in order to log into Microsoft Outlook 365 remotely you have to use your smartphone. I realize this is an enhanced security feature however it's an inconvenience because you cannot log into the system and use your phone at the same time. As a remote employee, I often have to access both simultaneously for conference calls, etc. **Recommendations to others considering Dynamics 365 Sales:** You should upgrade only if it's mandated company-wide. Earlier versions of the same program work just as efficiently as Microsoft Dynamics 365 does. **What problems is Dynamics 365 Sales solving and how is that benefiting you?** As I previously stated I cannot see any changes from 2010 to 365 beyond the colors of the interface. Microsoft Dynamics 365 for Sales doesn't seem all that different to me. ### 38. Not much to compare it to, but there has to be better out there. **Rating:** 2.5/5.0 stars **Reviewed by:** Christina R. | Sales Executive, Enterprise (> 1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** January 14, 2019 **What do you like best about Dynamics 365 Sales?** I like how you can organize your accounts, leads and opportunities. You have access to sharing leads with your team and viewing everyone’s opportunities and sharing notes on accounts. It’s a great way to stay organized and track conversations. You can link it to your email and document your email chain with an account. **What do you dislike about Dynamics 365 Sales?** You only receive a limited number of accounts you can export into Excel. Quite often the contact information with those accounts is wrong and the companies are no longer in business. It’s very slow and quite confusing at first. There have to be ways they can simplify the process. **What problems is Dynamics 365 Sales solving and how is that benefiting you?** My company has multiple people who might touch one account. It is a great place to have everything all in one place. A place where you can load an agreement, contact information and any personal notes or conversations or emails you’ve had. So that the next person can seamlessly pick up right where you left off. ### 39. Dynamics CRM is OK if can't afford SalesForce **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** October 22, 2019 **What do you like best about Dynamics 365 Sales?** The reporting is useful once you customize it a bit, **What do you dislike about Dynamics 365 Sales?** Learning curve was steep, but that may be my corp's install version of CRM. **Recommendations to others considering Dynamics 365 Sales:** watch the training videos every week for a month **What problems is Dynamics 365 Sales solving and how is that benefiting you?** Sales forecasting and bookings, tracking Accounts Receivables, and reviewing sales history. ### 40. Sales Tool **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** October 24, 2019 **What do you like best about Dynamics 365 Sales?** Dynamics365 has allowed us to move away from a mainframe system and simplified the quoting process **What do you dislike about Dynamics 365 Sales?** Constant updates make the program hard to master. **What problems is Dynamics 365 Sales solving and how is that benefiting you?** I can quickly upload a list of skus and quantities and have a quote created. ### 41. Dynamics CRM Tool **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** November 01, 2019 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Dynamics 365 Sales?** I like the dashboard landing page when you click into a customer/account. I think it gives a great snapshot overview. **What do you dislike about Dynamics 365 Sales?** I think other CRM software such as Salesforce offer a better platform with more in depth and user friendly dashboards and reporting. **What problems is Dynamics 365 Sales solving and how is that benefiting you?** It is easy to track account activity with Dynamics. It allows for a streamlined process in the prospecting step of the sales cycle ### 42. It does the job but not user friendly **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Hospitality | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** October 22, 2019 **What do you like best about Dynamics 365 Sales?** It houses all our information and for the most part can find what I need. It is complicated to find certain information and run reports, but I am not CRM expert. **What do you dislike about Dynamics 365 Sales?** It is not very user friendly. Seems to be complicated at sometimes just to find easy information. **What problems is Dynamics 365 Sales solving and how is that benefiting you?** Storing all our information and keeping us organized. It's a good tool to keep all sales records. ### 43. It is what you make it **Rating:** 3.0/5.0 stars **Reviewed by:** Layne L. | Sr. Territory Account Executive, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** October 22, 2018 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Dynamics 365 Sales?** Like many CRMs Microsoft Dynamics is largely as good as your team is willing to make it. It does all the CRM things a sales team needs. **What do you dislike about Dynamics 365 Sales?** There are some painful UI issues. The sign in/out process is terrible and frustrating. The "save" button is in the lower-right corner, next to absolutely nothing. The process you use to create a list view of accounts, contacts, leads isn't the most intuitive. For example, if you have multiple criteria that you would like it to treat as "or", you can't separate them with a comma, each thing has to be its own entry. I know that's specific, but it's frustrating. **Recommendations to others considering Dynamics 365 Sales:** The pricing is going up. Be sure to check with your other programs to see if they integrate with Dynamics, many don't. **What problems is Dynamics 365 Sales solving and how is that benefiting you?** We use dynamics to track sales through the pipeline. We've also integrated it with our systems so that it gives us shortcuts to create quotes and orders. ### 44. Great CRM solution for Outlook integration **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Medical Devices | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** April 02, 2019 **What do you like best about Dynamics 365 Sales?** The strongest point of the Microsoft CRM is the integration into MS Office products. For primary desktop users that will be using Outlook and Office, the integrated options are big plus. **What do you dislike about Dynamics 365 Sales?** There was no mobile option. If there was, it was very limited. If you have field sales contributing to the CRM, this is a challenge on the road when you need to boot a laptop to use it. this reduces the likelihood of people adding post sales call feedback. **Recommendations to others considering Dynamics 365 Sales:** If mobile use is a priority, Microsoft Dynamics is no the right choice. **What problems is Dynamics 365 Sales solving and how is that benefiting you?** Aggregating sales leads and developing sales funnel. Contact information. Tracking key account variables. ### 45. easy and very userfriendly **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Media Production | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** October 04, 2019 **What do you like best about Dynamics 365 Sales?** its very convenient to use and search files and emails. **What do you dislike about Dynamics 365 Sales?** takes time to load andc ompany does not have control of the data, and if the remote CRM system has an outage, the company is unable to retrieve records. **Recommendations to others considering Dynamics 365 Sales:** nothing as such **What problems is Dynamics 365 Sales solving and how is that benefiting you?** Personalize the buyer experience and helps me organise ### 46. Great program can be a little costly **Rating:** 2.5/5.0 stars **Reviewed by:** Michael G. | Restaurant Owner, Food & Beverages, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** April 11, 2019 **What do you like best about Dynamics 365 Sales?** I'm the CO/Owner of A Little Touch Of Soul, INC. & handle all the marketing aspects of the business & I Found this product a little costly if it's Microsoft based I'm going to use it if I haven't already as I'm a major Fan of Microsoft & this product is just a little out there costly, inexeffective yet simulating. **What do you dislike about Dynamics 365 Sales?** Cost, Packaging, Customer Service, Layout, Not very user friendly **Recommendations to others considering Dynamics 365 Sales:** Read the fine print before purchasing, & if your looking for Sales look under all Sales Software before Deciding on a product, **What problems is Dynamics 365 Sales solving and how is that benefiting you?** Math part of my Marketing Strategy, ### 47. Lots of Potential **Rating:** 3.0/5.0 stars **Reviewed by:** Francisco A. | Aftermarket Coordinator, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** January 31, 2019 **What do you like best about Dynamics 365 Sales?** The possibility of having everything in real time. Dynamics permits you to have all different departments connected up to the point of dispatch to the customer. It is impressive what it can do **What do you dislike about Dynamics 365 Sales?** Dynamics falls short in the repetitive screens. It does not permit the possibility to just flow immediately from sales order to purchase order. It is very picky with inventory adjustments which makes it difficult when needing to make changes. **Recommendations to others considering Dynamics 365 Sales:** It will be one program for all your company needs. Just be aware that a lot of duplicate windows are in place unnecessarily and once you make a change or process an order. It is a hassle to reverse. **What problems is Dynamics 365 Sales solving and how is that benefiting you?** It is the software that is primarily used. Everything in one place is the convenience. Reports are impressive. Very detailed. ### 48. Client management **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Enterprise (> 1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** October 04, 2019 **What do you like best about Dynamics 365 Sales?** It’s an easy to use platform and intuitive to navigate. **What do you dislike about Dynamics 365 Sales?** The desktop browser interface does feel somewhat slower than other CRMs I’ve used. Navigating with the back button reloads everything. **What problems is Dynamics 365 Sales solving and how is that benefiting you?** Easy to use global client management. Easy to find information on customers and service calls ### 49. Great product **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Civic & Social Organization | Enterprise (> 1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 27, 2019 **What do you like best about Dynamics 365 Sales?** Microsoft Dynamics has a great interface, is easy to use and provides a wide variety of tools. **What do you dislike about Dynamics 365 Sales?** The lack of support is a bit of an issue but as much as I am concerned it is not that affecting. **What problems is Dynamics 365 Sales solving and how is that benefiting you?** Currently we have implemented and perfectly solved many business issues with the Microsoft Dynamics and have increased our productions by a lot. ### 50. Useful **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** August 27, 2019 **What do you like best about Dynamics 365 Sales?** The product is dependable, I used it daily and never had any problems **What do you dislike about Dynamics 365 Sales?** The design of the UI is awful, a company such as Microsoft usually has a great interface but this was awful **Recommendations to others considering Dynamics 365 Sales:** It's useful, but beware the interface **What problems is Dynamics 365 Sales solving and how is that benefiting you?** We used it to manage the relationships with our customers ## Dynamics 365 Sales Discussions - [Marketing Automation and MS Dynamics](https://www.g2.com/discussions/31050-marketing-automation-and-ms-dynamics) - 1 comment, 1 upvote - [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 - [How do i reset the system and increase productivy?](https://www.g2.com/discussions/how-do-i-reset-the-system-and-increase-productivy) - 1 comment, 1 upvote - [b](https://www.g2.com/discussions/b) - 1 comment, 1 upvote - [Refreshing page a bunch to get ticket to appear?](https://www.g2.com/discussions/15518-refreshing-page-a-bunch-to-get-ticket-to-appear) - 1 comment, 1 upvote - [View Dynamics 365 Sales pricing details and edition comparison](https://www.g2.com/products/dynamics-365-sales/reviews?filters%5Bnps_score%5D%5B%5D=3§ion=pricing&secure%5Bexpires_at%5D=2026-09-29+21%3A22%3A03+-0500&secure%5Bsession_id%5D=fde3d40c-9e43-4be1-a6f1-dbcc4b290728&secure%5Btoken%5D=1bda6e8ffa15ff38d997cb76992da76e0fc86b5a40e807c6f68e154fba841919&format=llm_user) ## Dynamics 365 Sales Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Third-Party Integrations - CRM Integration **Agentic AI - Sales Coaching** - Multi-step Planning - Cross-system Integration - Adaptive Learning - Decision Making - AI/Machine Learning - Third-Party Integrations **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **Training** - Knowledge Base - Coaching Materials - Playbook Creation - Video Record **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting - Budgeting/Forecasting - Correlation Analysis - Competitive Analysis - Sales Trend Analysis - Statistical Analysis **Feedback** - Review - Scorecard - Coaching Card - Leaderboard - Real-Time Updates - Notifications - Competition **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking - Predictive Analytics - Visual Analytics - Task Management - Contact Management - Lead Management - Opportunity Management - Workflow Management **Generative AI** - AI Text Summarization - Generative AI **Additional Functionality** - Performance Metrics - Feedback Management - AI Copilot - Reporting & Statistics - Mobile Access - Collaboration Tools - Gamification - Automatic Transcription - Call Recording - Sales Reports - Real-Time Analytics - Commenting/Notes - Built-in Course Authoring - Learning Paths/Tracks - Assessment Management - Video Conferencing - Conversation Intelligence - Call Monitoring - Goal Setting/Tracking - Workflow Management - Learning Management - Content Management - Training Management - Document Management - Content Library - Recommendations - Activity Dashboard - Call Tracking - Performance Management - Onboarding - Search/Filter **Additional Functionality** - Dynamic Modeling - Lead Qualification - Lead Capture - Real-Time Reporting - Contact Database - API - Reporting & Statistics - Role-Based Permissions - Collaboration Tools - Dashboard Creation - Modeling & Simulation - Exception Reporting - Generative AI - Sales Reports - Performance Metrics - "What If" Scenarios - Customizable Reports - Data Import/Export - AI Copilot - Graphical Data Presentation - Drag & Drop - Access Controls/Permissions - Alerts/Notifications - Business Process Control - Multi-Currency - Pipeline Reports **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top Dynamics 365 Sales Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (26,132 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,263 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,706 reviews)