Dynamics 365 Sales Reviews & Product Details

We've been using Microsoft Dynamics 365 Sales for a while now, and overall, it’s been a solid choice for managing our sales processes. It offers a good range of features that help our team stay organized and focused, and we’ve seen improvements in how we track leads, opportunities, and customer interactions. Review collected by and hosted on G2.com.

There’s a bit of a learning curve, especially for those not used to CRM systems. Some parts of the setup and customization felt a bit technical, and we needed some outside help to get everything the way we wanted. Also, the licensing costs can add up if you're adding advanced features. Review collected by and hosted on G2.com.

Microsoft Dynamics 365 It integrates with other Microsoft tools like Teams, Outlook. Automates routine tasks like lead tracking and reporting and more over save time. Review collected by and hosted on G2.com.

wide range of features and tools might overwhelm new users and require extensive training to fully utilize and cost is high compare to zoho crm. Review collected by and hosted on G2.com.

Very integrative, user friendly, it just takes time to learn. Review collected by and hosted on G2.com.

Sometimes it can get confusing navigating through it, but you get use to it. Review collected by and hosted on G2.com.

For full disclosure, I have been a Dynamics consultant for more than a decade. I love it that much! I used to tell customers the only thing I couldn't do is have it make coffee for you in the morning. Now, even that is possible. Dynamics is a damn seachange in the way your business can operate to reach its full potential and beyond regardless of your present size. When you bring together the customization, automation and integration capabilities native to Dynamics there truly are no limits. With all the different CRM products that I have implemented over the years, it is very rare that someone leaves Dynamics for the other guy. Infact, its almost always the other way around. Review collected by and hosted on G2.com.

Dynamics can have a bit of a learning curve due to the extensive tool sets that are available. However, the user experience can be 100% controlled by the implementer. Additionally, some tools can be complex initially but there is always a very good reason why a tool has been designed to operate the way it does. Additionally, the price point can make it difficult, and a deciding factor, limiting companies in the ability to fully extend the raw power and capabilities of the system deep inside their organizational structures. The price should be half in my opinion and the reunion of the different functions back into a single unified offering once again. The separation of service from sales from marketing can be problematic for companies to stomach when they are simply just strongly focused entities that could be created with the native XRM customization tools. Review collected by and hosted on G2.com.

The integration with other Microsoft products is seamless. Review collected by and hosted on G2.com.

the user interface can feel a bit clunky at times Review collected by and hosted on G2.com.

All leads are available in one place. amazing filter options Review collected by and hosted on G2.com.

No reminder option for pending tasks. Duplicate leads are common Review collected by and hosted on G2.com.

very easy and handy to use, we can put all the opportunites in the CRM Review collected by and hosted on G2.com.

there is no such down side in using the software. Review collected by and hosted on G2.com.

Great way to track opps. Decent UI/UX. Intigrates into copilot. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

every user can use it and add in there own invoices Review collected by and hosted on G2.com.

very confusing to understand but once you do very easy Review collected by and hosted on G2.com.

Microsoft Dynamics 365 Sales not only has the pipeline of lead creation to the invoicing but due to the new features of co-pilot is something which makes it not only different but the records easy accessible and even summarises with meeting scheduler. Review collected by and hosted on G2.com.

I can't address anything which I don't like about the application but Microsoft could enhance AI more Review collected by and hosted on G2.com.