---
title: Dynamics 365 Sales Reviews
meta_title: 'Dynamics 365 Sales Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 1623 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: 1623
  scale: '5'
date_modified: '2026-08-07'
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:** 1,623
## 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
**What users like:**

- Users appreciate the **ease of use** of Dynamics 365 Sales, benefiting from its intuitive design and seamless Microsoft integration. (21 reviews)
- Users value the **seamless integration** with Microsoft products, enhancing efficiency and streamlining processes in Dynamics 365 Sales. (11 reviews)
- Users value the **efficient lead management** capabilities of Dynamics 365 Sales, enhancing sales performance and productivity. (11 reviews)
- Users find Dynamics 365 Sales **extremely helpful** for tracking leads and boosting sales productivity effectively. (10 reviews)
- Users value the **excellent customization options** in Dynamics 365 Sales, enhancing efficiency and improving workflow management. (9 reviews)
- Users highlight the **automation of repetitive tasks** in Dynamics 365 Sales, significantly enhancing productivity and workflow efficiency. (8 reviews)
- Users appreciate the **easy customization** options in Dynamics 365 Sales, enabling tailored solutions for their business needs. (8 reviews)
- Users value the **seamless integration with Microsoft tools** , enhancing productivity and easing task management within Dynamics 365 Sales. (8 reviews)
- Lead Generation (8 reviews)
- Seamless Integration (8 reviews)

**What users dislike:**

- Users experience a **steep learning curve** with Dynamics 365 Sales, especially if unfamiliar with CRM systems. (13 reviews)
- Users struggle with the **complex customization** of Dynamics 365 Sales, often requiring significant time and technical support. (8 reviews)
- Users find the interface of Dynamics 365 Sales **not intuitive** , making navigation and task completion sometimes cumbersome. (7 reviews)
- Users note that the **licensing costs** for Dynamics 365 Sales can escalate quickly with added features and complexities. (6 reviews)
- Users notice **limited features** in Dynamics 365 Sales, particularly in on-premise versions, impacting overall user experience. (6 reviews)
- Users find the **initial setup and customization time-consuming** , often requiring support and feeling complex for non-technical users. (6 reviews)
- Users find the **cluttered interface** of Dynamics 365 Sales confusing and not intuitive for navigation tasks. (5 reviews)
- High Complexity (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. Best Sales Tool of 2021

**Rating:** 4.5/5.0 stars

**Reviewed by:** Saad Salman M. | Operations Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 04, 2021

**What do you like best about Dynamics 365 Sales?**

The customization section is straightforward to use. And I love the descriptive tutorial, which is more than enough to learn about Dynamics 365 as a whole.

**What do you dislike about Dynamics 365 Sales?**

The Dynamics On-premise version should be made identical with the 365, which will make it easier for the users to migrate into the cloud.

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

We are a B2B service provider, and we are using Dynamics 365 Sales to manage our leads for new sales.

  ### 2. New way of digital sales and marketing

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Mechanical or Industrial Engineering | Enterprise (> 1000 emp.)

**Reviewed Date:** October 19, 2021

**What do you like best about Dynamics 365 Sales?**

We have known Dynamic 365 long back and its usage of CRM and customer management. With sales added, it has become one tool to connect with customers right from the sales point. We can get our products to sell in the digital market. I like the inbuilt connectivity to make this process entirely automated. Now selling our product through existing products and customers become hasslefree. We can target particular needful customers to market our products and connect with them for their needs; we can always customize the features based on their requests, everything through a single Dynamic 365 tool, which is fantastic.

**What do you dislike about Dynamics 365 Sales?**

Few customizations are hectic and a long process; otherwise nothing much to worry about this tool.

**Recommendations to others considering Dynamics 365 Sales:**

The sales and customer targetting marketing are more accessible with this tool. From medium to large business find it more useful.

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

We will need a tool to manage the customers as CRM software and a marketing tool to promote our products and sales. This tool combines both of them, and hence it will reduce the cost of software needed.

  ### 3. Gets the job done

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 19, 2018

**What do you like best about Dynamics 365 Sales?**

I like how easily everything syncs with Microsoft computers and products. It makes emailing items from the CRM seamless which is vital to my company.

**What do you dislike about Dynamics 365 Sales?**

I dislike how it freezes and causes issues for some computers. It seems to be a lot to handle. I also dislike that it doesn't automatically update. For example, if a user calls or emails a client, it is not automatically put into their file, and the same goes for new accounts. Some people forget to add the client or spell a client incorrectly so we have duplicates or not a full picture of the client's profile. 

**Recommendations to others considering Dynamics 365 Sales:**

Add a way to be able to find duplicates easily and maybe set reminders so people can get a reminder in a week or 2 of adding a new client and the reminder can ask if any additional contact or information has been made or given about the client to keep things up to date. 

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

We can have all the information necessary for sales and marketing in one program, so anybody can add accounts or people into the system and someone else could see what has been done with these accounts and avoid reaching out to a client too much.

  ### 4. Dynamics 365 Sales Review

**Rating:** 3.5/5.0 stars

**Reviewed by:** Kamal C. | IT Purchase Associate, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 17, 2021

**What do you like best about Dynamics 365 Sales?**

It is a user-friendly platform where basic knowledge of B2B sales is enough to operate it and generate leads.
Easily track and analyze the tasks for business processes.
It can integrate with other software. Customer support is excellent.
It can be integrated with other MS softwares.
It can also import third party solution like click dimensions easily.

**What do you dislike about Dynamics 365 Sales?**

There should be more marketing features.
Reporting should be better.
Data entry can be a bit complicated for beginners.
Initial integration can be a bit tricky.

**Recommendations to others considering Dynamics 365 Sales:**

I definitely would recommend it for the other businesses who need a solution that works efficiently without any prior training.

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

Since we have a group of companies, which work for different commodities, it is a good platform for less cost in the market. It helps organizations track and record every customer interaction.

  ### 5. Easy to use Dynamics 365 Sales

**Rating:** 3.5/5.0 stars

**Reviewed by:** Heidi G. | Improvement Lead, Process & Business, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 01, 2022

**What do you like best about Dynamics 365 Sales?**

Easy to implement and easy to make adjustments.
The use of other MS products

**What do you dislike about Dynamics 365 Sales?**

It is easy to use when you get used to it. It could be more intuitive though.

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

all our data in one place

  ### 6. Dynamic 365 cases and logs

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Food Production | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 23, 2022

**What do you like best about Dynamics 365 Sales?**

Dynamics 365 is pretty easy to use and have a simple ui which helps the user to go though any process and do the needfull

**What do you dislike about Dynamics 365 Sales?**

Not much just it doesn't allow new users without an officiall registration

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

I have been solving maintenance cases of stores using it by creating a case log to the desired authority so that my process works smoothly

  ### 7. Can be easier to set up

**Rating:** 3.5/5.0 stars

**Reviewed by:** Michael P. | General Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 28, 2022

**What do you like best about Dynamics 365 Sales?**

Great CRM, have multiple external connections

**What do you dislike about Dynamics 365 Sales?**

Setting everything ups should be way easier

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

Connecting my FIVE9 CCC to My CRM

  ### 8. Brilliant system for smart lead generation and conversion

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 23, 2021

**What do you like best about Dynamics 365 Sales?**

Dynamics 365 Sales utilizes AI to help customer service users focus on the most significant revenue potentials and maximize returns. It also helps guide sellers by giving them insights into customer mood, industry statistics, and priorities for each customer.

**What do you dislike about Dynamics 365 Sales?**

Some of the UI can be quite cumbersome to use and it does require a lot of initial training to onboard new salespeople with the system. However, once training has been completed the system more than makes up for its shortcomings.

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

Sometimes we have found it hard to find the best sales channel by which to create the maximum revenue potential. However, dynamic 365 solves this problem by connecting our sellers to buyers through their preferred channel of communication.

  ### 9. Need for Improvement

**Rating:** 2.5/5.0 stars

**Reviewed by:** Anant B. | Microsoft Solutions Consultant, Mid-Market (51-1000 emp.)

**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. Working with 365 Dynamics

**Rating:** 5.0/5.0 stars

**Reviewed by:** Hank C. | Marketing Coach, Enterprise (> 1000 emp.)

**Reviewed Date:** February 23, 2021

**What do you like best about Dynamics 365 Sales?**

I like how you can easily access different dashboards and quickly navigate throughout the software. One of the nicest things it offers is the ability to filter by almost anything - it allows me to pull different information for my clients as needed. advanced find is a crucial feature in my job!

**What do you dislike about Dynamics 365 Sales?**

Advanced find is great but can be tough to navigate and understand. It took me over a year to really understand how to use it and even then, sometimes I don’t know how to use it. I’m not sure there’s a way to simplify it however.

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

I pull lists for my clients based on different criteria they need. I use the filter options and also I am able to see all of my clients on my own personalized dashboard. It’s easy to set appointments and stay organized in it. If my clients have issues with their businesses, then I am able to solve them within CRM. I see an array of different issues so it’s always a learning experience for both parties.

  ### 11. The great customer tool

**Rating:** 4.5/5.0 stars

**Reviewed by:** Nadeemur Rehman C. | Product Excellency Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** January 27, 2022

**What do you like best about Dynamics 365 Sales?**

The workflow I like the most. It is easy to configure and use.

**What do you dislike about Dynamics 365 Sales?**

The auto-update feature I dislike the most.

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

I am able to complete the whole campaign and sales cycle

  ### 12. Comprehensive but clunky at times

**Rating:** 4.0/5.0 stars

**Reviewed by:** Romi M. | Board Advisor, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 06, 2022

**What do you like best about Dynamics 365 Sales?**

Dynamics scales up when your needs scale up- that's a good quality for any extensible software

**What do you dislike about Dynamics 365 Sales?**

It's not as good as "lesser" solutions when you are below 5,000 contacts

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

Sales management and pipeline.  Benefits are much more rigor in Sales Ops.

  ### 13. Dynamics - one of the best CRM's I've ever used.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 17, 2021

**What do you like best about Dynamics 365 Sales?**

Dynamics has excellent functionality and automation across the board. Being able to filter records based on entity values, as well as related entity values, is extremely useful. The application is also highly customisable yet ready to use out of the box.

**What do you dislike about Dynamics 365 Sales?**

First-time use can be slightly daunting, and the lack of API integration with other services outside of Microsoft has left me having to rely on spreadsheets more than I would like.

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

Our previous CRM solution offered very little in the way of intuitive reporting. By switching to dynamics, we can gain immediate insight into our sales pipeline and gain actionable insight into how well our marketing campaigns are performing.

  ### 14. great CRM to use for inbound leads

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 25, 2021

**What do you like best about Dynamics 365 Sales?**

ease of use - It's so easy to learn and use! The team is also very responsive to updates  needed

**What do you dislike about Dynamics 365 Sales?**

sometimes high priority items don't go to the top of the queue so you miss things that need to be taken care of asap

**Recommendations to others considering Dynamics 365 Sales:**

do it!

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

great to follow up with prospects and make sales

  ### 15. Great place to start

**Rating:** 4.5/5.0 stars

**Reviewed by:** KATIRIA R. | Operations Coordinator, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 17, 2022

**What do you like best about Dynamics 365 Sales?**

It's very user-friendly and you are able to organize based on priorities

**What do you dislike about Dynamics 365 Sales?**

I think the platform could be improved on the automation.

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

Organize current leads and potential ones while tracking old sales.

  ### 16. Very versatile CRM solution

**Rating:** 4.0/5.0 stars

**Reviewed by:** Kevin L. | Account Representative, Enterprise (> 1000 emp.)

**Reviewed Date:** June 22, 2021

**What do you like best about Dynamics 365 Sales?**

I like the customization that Dynamics 365 offers.  Our system is set up to the specifications of our company, and users can further customize from there by making custom views, reports, etc.  It also has plenty of drill-down capabilities to get the information needed.

**What do you dislike about Dynamics 365 Sales?**

We experience technical issues almost weekly with Dynamics 365, whether it's an individual report or the system as a whole.  The mobile application is also challenging to navigate, which might be due to the robust information.

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

Dynamics 365 provides an organized way for our sales team to keep notes and track opportunities.

  ### 17. the Customer delight tool

**Rating:** 4.5/5.0 stars

**Reviewed by:** Nadeemur Rehman C. | Director of Product Management, Enterprise (> 1000 emp.)

**Reviewed Date:** January 27, 2022

**What do you like best about Dynamics 365 Sales?**

It has great workflows to cover all the scenarios.

**What do you dislike about Dynamics 365 Sales?**

The auto-update feature i dislike the most.

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

I am able to cover my e2e campaign cycles.

  ### 18. User-Friendly

**Rating:** 4.5/5.0 stars

**Reviewed by:** Mike B. | Founder, Enterprise (> 1000 emp.)

**Reviewed Date:** January 06, 2022

**What do you like best about Dynamics 365 Sales?**

It is an intuitive and user-friendly interface.

**What do you dislike about Dynamics 365 Sales?**

I'm not a fan of the frequency of updates

**Recommendations to others considering Dynamics 365 Sales:**

Leverage the Microsoft team during evaluation. They were a huge help.

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

Streamline invoicing and order to cash process

  ### 19. The product is full of functions, not so easy to use in some processes

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 16, 2019

**What do you like best about Dynamics 365 Sales?**

The User Interface is rather intuitive, you can use the main functions with a short education

**What do you dislike about Dynamics 365 Sales?**

Some functions are not intuitive, request some additional effort to go ahead and input data correctly

**Recommendations to others considering Dynamics 365 Sales:**

Prepare an accurate business plan, with all procedures and steps to make for a better startup

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

We have solved some important needs of final users, only by implementing the solution, with many numbers of days spent by our technicians

  ### 20. Smooth customer relationship management guaranteed

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 14, 2022

**What do you like best about Dynamics 365 Sales?**

Customisation and configuration is easy as it's coming out of a low code platform.Excellent support for third part softwares.Security is at its peak as it's a Microsoft product.

**What do you dislike about Dynamics 365 Sales?**

User interface is very challenging for the new comers.It takes a while to get in friendly with the software.Data storage has limitations and may need to purchase for removing the limitations.

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

Customer relationship management

  ### 21. Reliable

**Rating:** 5.0/5.0 stars

**Reviewed by:** Hassan F. | Sales manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 02, 2021

**What do you like best about Dynamics 365 Sales?**

There market scope and sales management and communication

**What do you dislike about Dynamics 365 Sales?**

I dont dislike anything about it for now,am getting to know it

**Recommendations to others considering Dynamics 365 Sales:**

Dynamics 365 sales is the best, you need to check it out

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

It's helping me solve so many things like market survey

  ### 22. Dynamics 365 great for tech sales

**Rating:** 4.0/5.0 stars

**Reviewed by:** Patrick  W. | Inside Sales, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 10, 2021

**What do you like best about Dynamics 365 Sales?**

It's ease of use and a high amount of functionality. As a salesperson of software I love the solution! Dynamics 365 has all I need to keep an up to date pipeline and do it using the friendly interface.

**What do you dislike about Dynamics 365 Sales?**

Nothing much, the only thing is I do not believe it sets itself apart from its Salesforce, their largest competitor.

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

I need to create accurate and up-to-date reports for my sales managers, showing all the productivity and potential revenue in my pipeline. Dynamics allows me to create reports in real-time which is of utmost importance in my field.

  ### 23. I love it!! D365 is all I need and does the leg work of tracking customers!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Dan R. | Internal IT Analyst, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 21, 2021

**What do you like best about Dynamics 365 Sales?**

The organization of all customers in one single place, the ability to send out mass communications, overall snapshot and insight into the pipeline and the direction it is headed. Lastly, we use leads every once in a while to understand where our customers are in the opp process and this is super helpful. Dynamics 365 Sales has unlocked so much potential for us as an organization and will undoubtedly be the solution to navigating the planning moving forward. Our company loves it and it has saved us so much time from going in and out of spreadsheets all day long with information getting lost in the shuffle and people overwriting other peoples data. I would highly recommend Dyanmics 365 to anyone else and it has brought a lot of efficiencies to our team and organization.

**What do you dislike about Dynamics 365 Sales?**

The lack of direction and mapping for where things are stored. I disliked also that uploading documents can sometimes be cumbersome. The amount of time spent setting up users can also get long but is nonetheless still worth it in the end. Some users require security roles and privileges in order to access certain parts of the CRM which is very helpful but again can take some time to get set up. We're still getting used to it and as with any other project the adoption can sometimes take some time. Growing pains are normal but we're hoping to see a continuation of the benefits it has already provided for us. Would highly recommend this platform still despite the minor setbacks that really aren't a big deal in the end.

**Recommendations to others considering Dynamics 365 Sales:**

I would say look at other options to see if they fit but ultimately this is the best one I've used. I think it's well worth the money and time we've put into it and would recommend working with consultants to get it spun up correctly. They will help you get it on the right tracks and make sure things are going smoothly. Dynamics has been the answer for us and will hopefully unlock that same potential and rhythm for anyone else that is considering it as a platform to use and manage sales.

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

It helps us keep tabs on our customers and we have seen massive gains in customer satisfaction. We can understand what our customers are looking for and bring a product to them that they actually like and respect. We are also able to pull lists very easily if our customers through the Advanced Find and different views. We have seen an increase in revenue over the last month as we organize and consolidate our customer list, categorizing and seeing who our big money makers are in a simple snapshot. We have solved so many problems and are really seeing it pay off for us as we move forward in hopes of advancing our technology into the future that will last for years and years to come, especially as Microsoft continually rolls out new updates and functionalities to advance our platform and drive up our revenue.

  ### 24. Great Platform

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Building Materials | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 23, 2021

**What do you like best about Dynamics 365 Sales?**

In choosing to implement this platform at the previous location, it really streamlined the various processes within the organization. It was excellent to be able to acquire real time information from a few clicks

**What do you dislike about Dynamics 365 Sales?**

Rolling out this project/program was a huge undertaking that required a lot of training. It was challenging to get buy-in from the various stakeholders and the rollout period was quite lengthy

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

We needed to update our entire way of doing business. Dynamics allowed us to do so

  ### 25. I have been happily using it for many years

**Rating:** 4.0/5.0 stars

**Reviewed by:** Tomas S. | Product Owner

**Reviewed Date:** November 22, 2021

**What do you like best about Dynamics 365 Sales?**

Dynamics 365 is a very robust system that allows very easy customization for business needs.

**What do you dislike about Dynamics 365 Sales?**

Poor ability to uninstall most solutions.

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

1. We keep track of all communications
2. We have a perfect pipeline
3. Business processes for each type of sales

  ### 26. A powerful tool to optimize commercial activity

**Rating:** 4.0/5.0 stars

**Reviewed by:** Hatim B. | IT Architect & Project manager, Enterprise (> 1000 emp.)

**Reviewed Date:** October 15, 2021

**What do you like best about Dynamics 365 Sales?**

the power of embedded AI, multichannel and collaborative aspects

**What do you dislike about Dynamics 365 Sales?**

the need for employee training and the difficulties of integration into the technical ecosystem

**Recommendations to others considering Dynamics 365 Sales:**

Make an impact study to measure all adhesions and not neglect the security constraints, which sometimes require significant investments

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

we replaced an aging solution, and we gained in portability and a multitude of innovative features

  ### 27. 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.)

**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.

  ### 28. It seems to me one of the most complete applications in digital transformation processes

**Rating:** 4.5/5.0 stars

**Reviewed by:** Agustin G. | PRODUCT MANAGER, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 04, 2021

**What do you like best about Dynamics 365 Sales?**

that with Microsoft Dynamics 365 Finance and Operations, data and intelligence is present as the centerpiece through Microsoft Azure IoT, Power BI and Cortana.

**What do you dislike about Dynamics 365 Sales?**

I still can't detect something that doesn't seem functional to me

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

I still do not actively use it to be able to respond adequately, we are in that process, we hope to fully integrate it soon

  ### 29. A wonderful application that keeps track of my results based on all my Marketing and Sales efforts

**Rating:** 5.0/5.0 stars

**Reviewed by:** Xavier D. | Owner XDMC Records, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 16, 2021

**What do you like best about Dynamics 365 Sales?**

I like the fact that Dynamics 365 Sales Insights is an application surrounded by a wonderful ecosystem of applications like PowerBI and PowerPlatform. It gives me the freedom to present my precious data in ways that help our company grow. Being able to visualize data and tweak reports so that the data comes alive is simply wonderful.

**What do you dislike about Dynamics 365 Sales?**

I am working with this application for some years now but no dislikes so far

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

Creating a so called feedback loop of data was our goal, by letting our Marketeers and Sales people generate data via the CRM business logic, we realized the visual representation giving the insights back to all colleagues involved with our customers and prospects.

  ### 30. best powerfull tool " Dynamic 365 sales "

**Rating:** 4.5/5.0 stars

**Reviewed by:** Arvinder K. | HR Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 18, 2021

**What do you like best about Dynamics 365 Sales?**

easy to use, very helpful, best business tool, it's same as excel and other Microsoft apps, in this you easily get the data for sales, in this you create your own dashboard

**What do you dislike about Dynamics 365 Sales?**

it's not about dislike sometimes your own internal mess up things create problems, personally in this doesn't any thing which you dislike so, in my opinion, it little bit expensive for a  small organization .

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

It helps to enter the sales data easily, it easily connects with communication and collaboration apps, best email tracking system, its best for sales bcoz its create the best dashboard to understand the what its happen so I recommend to all of you pls give a try for this dynamic 365 sales tool.

  ### 31. General User Review

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 07, 2022

**What do you like best about Dynamics 365 Sales?**

User-friendly interface as well as robust reporting capabilities

**What do you dislike about Dynamics 365 Sales?**

It can be slow to load sometimes, but that may be my internet. However, it is consistent in providing clear metrics.

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

Good tool to track leads and review lead interactions.

  ### 32. dynamics empowers companies

**Rating:** 3.5/5.0 stars

**Reviewed by:** Brian G. | Public Transit Advocate and Sales Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 19, 2021

**What do you like best about Dynamics 365 Sales?**

i like how easy dynamics is to use and how simple permissions are to adjust

**What do you dislike about Dynamics 365 Sales?**

there isn't much about dynamics i dislike .   i would say that because permissions can be so extremely fine tuned , i often find out i'm locked from certain functions

**Recommendations to others considering Dynamics 365 Sales:**

i recommend using dynamics complete

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

we're able to measure profit and loss much easier .  we are an international company and collaboration has become easier

  ### 33. Dynamics 365 Sales Review

**Rating:** 3.5/5.0 stars

**Reviewed by:** Okan Y. | Student, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 28, 2020

  ### 34. Easy to learn software that helps keep everything organized

**Rating:** 5.0/5.0 stars

**Reviewed by:** Marissa T. | Brand Marketing Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 17, 2020

**What do you like best about Dynamics 365 Sales?**

Dynamics 365 Sales has many different tools that allow the user to stay organized. With plug-ins, you can setup automation in communication that takes a lot of work out of the equation, it has option to see visible pipelines and it makes it easier for any potential turnover within a business as a database to keep all of the information in a centralized location.

**What do you dislike about Dynamics 365 Sales?**

After updates, the interface has changed pretty significantly. This takes some time to have to re-learn where items are as well as having to conduct training for the sales team.

**Recommendations to others considering Dynamics 365 Sales:**

Don't overload data. While it is useful to have, it can make it feel much too cluttered.

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

Dynamics 365 sales really solves the problem of organization. Prior to using this tool, we had data in many different locations and not easily accessible to the other departments. Now, it is in one location where everyone is able to access it.

  ### 35. Dynamics 365 Sales Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Pushpak P. | Business Development Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 16, 2021

**What do you like best about Dynamics 365 Sales?**

The kind of integration they are providing is one of the best. We have been using it for quite a while.

**What do you dislike about Dynamics 365 Sales?**

Yet to explore any negative point. Till now, not facing any issues or anything which we would dislike about it.

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

We are solving a lot of problems surrounding our Sales management. It is helping us define and manage overall Leads/Opportunities tracking. In the end, it is one of the critical tools for us.

  ### 36. A+

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Government Administration | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 23, 2018

**What do you like best about Dynamics 365 Sales?**

Easy to learn, quick process of submitting POs

**What do you dislike about Dynamics 365 Sales?**

Inability to send email with PO information directly to A/P department 

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

Creating purchase requisitions

  ### 37. Really user friendly

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 06, 2022

**What do you like best about Dynamics 365 Sales?**

Very simple and easy to navigate through.

**What do you dislike about Dynamics 365 Sales?**

No I have no dislikes at this time or moment.

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

Build on a better way to help communication amomgst our clients and managing system.

  ### 38. Robust CRM

**Rating:** 3.5/5.0 stars

**Reviewed by:** Thomas  T. | Regional Sales Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 13, 2021

**What do you like best about Dynamics 365 Sales?**

I like that we can customize the CRM to our company sales model. It's a good starter CRM.

**What do you dislike about Dynamics 365 Sales?**

It sometimes has latency connection issues

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

Our team productivity has increased by 40%, we previously use Excel and Google Docs to document our activities.

  ### 39. D365 with Ajamil

**Rating:** 4.0/5.0 stars

**Reviewed by:** ajamil j. | Software Engineer, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 05, 2021

**What do you like best about Dynamics 365 Sales?**

I love Microsoft dynamics 365 CRM as it offers one platform for all leads, opportunities, and customer details to perform different operations of their information. The company sales team is the one who is getting the benefitted as they have all the mandatory data of source to retrieve their goals

**What do you dislike about Dynamics 365 Sales?**

As they have premise-based and there is no specific software assurance for D365, so that is why people are moving into Saleforce. Some days ago, as per one of the client requirements, we had integrated third-party to data communication with D365 sales. Now after some time, it stopped working

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

As a software developer did so many integrations with D365 to other platforms like Twilio, Adobe forms, etc. to have the proper data communication in between these applications.

  ### 40. Dynamic 365

**Rating:** 5.0/5.0 stars

**Reviewed by:** vipul j. | Executive sales, Enterprise (> 1000 emp.)

**Reviewed Date:** January 17, 2021

**What do you like best about Dynamics 365 Sales?**

I have used Dynamics for a while now and it's only gotten better and better. It's got fantastic account management resources and keeps you up to date. The precise planning and financial organization it helps the sales growth and ease the customer relationship with our organization.
It has so many thing to take advantage of them. You can do marketing, workflows, contacts, leads, commercial process, database, etc.

**What do you dislike about Dynamics 365 Sales?**

The CRM dashboard is difficult to navigate and configure, with broken areas in the interface, and confusing UX. Things that bother me are the increasing prices and also the interface lags a lot and The software seems to have many windows and tabs that may confuse new users

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

Its easiness while interacting with your acceptable intuition uploaded for years into my memory helped me to escape so much time and filling it by learning so many other skills in the service of business

  ### 41. Dynamics 365 sales

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** August 26, 2021

**What do you like best about Dynamics 365 Sales?**

The best part of Dynamics 365 is that it has all the sales capabilities in one place from the start of the deal until the quote creation

**What do you dislike about Dynamics 365 Sales?**

Some features like advanced approvals must be included in dynamics 365 so that we don't need another managed package for the whole sales functionality.

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

I used dynamics 365 feature of pulling the data from different applications like LinkedIn to get the user's professional information and also the calendar of the users by connecting it to Microsoft outlook.

  ### 42. D365 Review

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Apparel & Fashion | Mid-Market (51-1000 emp.)

**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.

  ### 43. Everything you need to manage contacts from start to finish!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 08, 2021

**What do you like best about Dynamics 365 Sales?**

From the first moment of contact with a potential sale, you can manage and track every touch. Automated tasks and reminders keep the flow going without question.

**What do you dislike about Dynamics 365 Sales?**

Sometimes the integration with other programs can be clunky, but there is support to help through these issues.

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

Keeping a consistent flow of the sales cycle is never an issue with the automated system.

  ### 44. A Simple Collabtation Tool with Power BI Tool to enhance Prodctvity.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.)

**Reviewed Date:** January 25, 2021

**What do you like best about Dynamics 365 Sales?**

D365 gives any Organization a simple tool to upload to fetch output or Input Data. Take example Any sales Organization can Upload Accounts to mapped to a sales actor. An Actor too can update the daily visit report. 
D365 Help for simple Sales Journey from Sales Prospect, Negotiation, Closure, etc. This is an extremely simple tool for HOT/Cold/Warm methodology as well.

**What do you dislike about Dynamics 365 Sales?**

Nothing. Sometimes Data take more time to upload in Power BI.

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

Now I Can get Cohurt wise visit report from my Sales Team. I Can check-in a real-time manner number of visits happening in the Industry-wise segment. And the entire Sales Journey is very simple. 

D365 is a collaboration tool, this application also has access to Outlook, Teams, and cloud office access. My Sales Actor need not require open to multi-platforms. D365 simply give them Account Card management were they hunt for new accounts, nurture the existing customer.

  ### 45. This CRM organized our entire business and sales structure

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 21, 2021

**What do you like best about Dynamics 365 Sales?**

A breathe of fresh air into our sales group without having to have basically a project manager manage time and prospecting efforts. Everything now went into the CRM and had one place to check and track all time and efforts with customers. This made immediate impact to our sales group and seen more sales coming in since we were better tracking everything.

**What do you dislike about Dynamics 365 Sales?**

Took our group some time to get all the information in initially and get everyone on board with using it, or else it really doesnt make sense.

**Recommendations to others considering Dynamics 365 Sales:**

This was a platform our team used then  management changed and wasnt used for a while and when changed again begin using it and havent looked back. I'm not quite sure how we went some time with not using it as it seems essential now to our sales process and tracking.

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

Helped us organize our sales process as we had users who used and users who didnt. Once we all got on board to give this a go and continue through, its been revolutionary to our Sales and prospecting.

  ### 46. Strange, cumbersome UI

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** December 09, 2021

**What do you like best about Dynamics 365 Sales?**

Ability to get graphical insights quickly

**What do you dislike about Dynamics 365 Sales?**

The AI is far from perfect, have to continuously correct its mistakes

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

Contacting the right decision making unit

  ### 47. A Review Worth Reading

**Rating:** 4.0/5.0 stars

**Reviewed by:** Joseph M. | Data Analyst, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 20, 2021

**What do you like best about Dynamics 365 Sales?**

I like the ease of use as everything my team and I would need is already on screen. It was also easy to train new people who were unfamiliar with the software.

**What do you dislike about Dynamics 365 Sales?**

The information on the screen can look overwhelming, but it never is complicated.

**Recommendations to others considering Dynamics 365 Sales:**

If you're already within the Microsoft ecosystem, this is worth getting as it makes setup much more manageable and straightforward for support.

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

There had to be a way to communicate with customers quickly, and this was an easy solution.

  ### 48. Great tool

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** November 23, 2021

**What do you like best about Dynamics 365 Sales?**

The insights were helpful and targetted effectively. I appreciated the dashboards and functionality.

**What do you dislike about Dynamics 365 Sales?**

There are few downsides to this product.

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

The sales insights effectively offer guidance on sales activitys

  ### 49. Dynamics 365 Streamlines our Sales PRocess

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Transportation/Trucking/Railroad | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 13, 2021

**What do you like best about Dynamics 365 Sales?**

Dynamics 365 allows us to collaborate seamlessly and really boost seller productivity

**What do you dislike about Dynamics 365 Sales?**

I think Microsoft could deliver a better user interface.  It is not as intuitive as it could be

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

We have been able to solve many problems.  Synchronizing Email, Calendar and Contact Info.  Seeing what contacts are saying on social media.  Connecting 365 with LinkedIn.

  ### 50. Powerful tool to optimize Customer-Cost relationship

**Rating:** 5.0/5.0 stars

**Reviewed by:** Vishesh K. | Software Engineer, Enterprise (> 1000 emp.)

**Reviewed Date:** July 01, 2021

**What do you like best about Dynamics 365 Sales?**

One of the best things is Integration with different applications. Also, users can export data easily; There are various dashboards and charts which help in data visualization.

**What do you dislike about Dynamics 365 Sales?**

Nothing as such, Initial training and support can be improved. Instead of documentation, videos expaining the things should be provided.

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

It has helped to build stronger relationships with potential customers, thereby increasing sales.


## 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?page=3&section=pricing&secure%5Bexpires_at%5D=2026-08-07+10%3A08%3A54+-0500&secure%5Bsession_id%5D=08584afc-9f89-467f-b17b-9ccec8d08c7a&secure%5Btoken%5D=9a479969c1954c7cfc0b45d9260979bbe3ed17a1883c3f2c6ef4153baf29b16c&format=llm_user)
## Dynamics 365 Sales Integrations
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
  - [Cognism](https://www.g2.com/products/cognism/reviews)
  - [Higher Logic Thrive](https://www.g2.com/products/higher-logic-thrive/reviews)
  - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews)
  - [Microsoft Dynamics 365 Business Central](https://www.g2.com/products/microsoft-microsoft-dynamics-365-business-central/reviews)
  - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews)
  - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews)
  - [Microsoft Power BI](https://www.g2.com/products/microsoft-microsoft-power-bi/reviews)
  - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews)
  - [Microsoft Word](https://www.g2.com/products/microsoft-word/reviews)
  - [monday AI Work Platform](https://www.g2.com/products/monday-com/reviews)
  - [OVHcloud](https://www.g2.com/products/ovhcloud/reviews)
  - [PandaDoc](https://www.g2.com/products/pandadoc/reviews)
  - [Zoho Desk](https://www.g2.com/products/zoho-desk/reviews)

## 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 (24,680 reviews)
  - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,242 reviews)
  - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,295 reviews)

