--- 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: '2026-08-09' parent\_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- ### Dynamics 365 Sales Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users appreciate the **ease of use** of Dynamics 365 Sales, benefiting from its intuitive design and seamless Microsoft integration. [(21 mentions)](https://www.g2.com/products/dynamics-365-sales/reviews?filters%5Bsentiment_snippet%5D=1519878&qs=pros-and-cons#reviews) Users value the **seamless integration** with Microsoft products, enhancing efficiency and streamlining processes in Dynamics 365 Sales. [(11 mentions)](https://www.g2.com/products/dynamics-365-sales/reviews?filters%5Bsentiment_snippet%5D=1519800&qs=pros-and-cons#reviews) Users value the **efficient lead management** capabilities of Dynamics 365 Sales, enhancing sales performance and productivity. [(11 mentions)](https://www.g2.com/products/dynamics-365-sales/reviews?filters%5Bsentiment_snippet%5D=1519101&qs=pros-and-cons#reviews) Users find Dynamics 365 Sales **extremely helpful** for tracking leads and boosting sales productivity effectively. [(10 mentions)](https://www.g2.com/products/dynamics-365-sales/reviews?filters%5Bsentiment_snippet%5D=1519344&qs=pros-and-cons#reviews) Users value the **excellent customization options** in Dynamics 365 Sales, enhancing efficiency and improving workflow management. [(9 mentions)](https://www.g2.com/products/dynamics-365-sales/reviews?filters%5Bsentiment_snippet%5D=1520018&qs=pros-and-cons#reviews) Users experience a **steep learning curve** with Dynamics 365 Sales, especially if unfamiliar with CRM systems. [(13 mentions)](https://www.g2.com/products/dynamics-365-sales/reviews?filters%5Bsentiment_snippet%5D=1520507&qs=pros-and-cons#reviews) Users struggle with the **complex customization** of Dynamics 365 Sales, often requiring significant time and technical support. [(8 mentions)](https://www.g2.com/products/dynamics-365-sales/reviews?filters%5Bsentiment_snippet%5D=1520463&qs=pros-and-cons#reviews) Users find the interface of Dynamics 365 Sales **not intuitive** , making navigation and task completion sometimes cumbersome. [(7 mentions)](https://www.g2.com/products/dynamics-365-sales/reviews?filters%5Bsentiment_snippet%5D=1519155&qs=pros-and-cons#reviews) Users note that the **licensing costs** for Dynamics 365 Sales can escalate quickly with added features and complexities. [(6 mentions)](https://www.g2.com/products/dynamics-365-sales/reviews?filters%5Bsentiment_snippet%5D=1519142&qs=pros-and-cons#reviews) Users notice **limited features** in Dynamics 365 Sales, particularly in on-premise versions, impacting overall user experience. [(6 mentions)](https://www.g2.com/products/dynamics-365-sales/reviews?filters%5Bsentiment_snippet%5D=1520068&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of Dynamics 365 Sales ##### 1. Ease of Use Users appreciate the **ease of use** of Dynamics 365 Sales, benefiting from its intuitive design and seamless Microsoft integration. [ See 21 mentions ](https://www.g2.com/products/dynamics-365-sales/reviews?filters%5Bsentiment_snippet%5D=1519878&qs=pros-and-cons#reviews) See Related User Reviews ![Bhupendra W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Bhupendra W.") BW Bhupendra W. Mid-Market (51-1000 emp.) 4.0/5 "User-Friendly with Regional Language Needs" What do you like about Dynamics 365 Sales? I enjoy the work with Dynamics 365 Sales, finding it simple to use, which makes it easy for users like me to access. It also promises a better future ![Krish A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Krish A.") KA Krish A. 4.0/5 "Revolutionizing Sales with AI and Microsoft Integration" What do you like about Dynamics 365 Sales? I find Dynamics 365 Sales standout for its ability to unify the entire sales process within the familiar Microsoft ecosystem, allowing teams to work s ##### 2. Integrations Users value the **seamless integration** with Microsoft products, enhancing efficiency and streamlining processes in Dynamics 365 Sales. [ See 11 mentions ](https://www.g2.com/products/dynamics-365-sales/reviews?filters%5Bsentiment_snippet%5D=1519800&qs=pros-and-cons#reviews) See Related User Reviews ![Angad Singh S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Angad Singh S.") AS Angad Singh S. 4.0/5 "Great Automation, Needs UI Improvement" What do you like about Dynamics 365 Sales? I find Dynamics 365 Sales extremely helpful for tracking leads and enhancing efficiency and effectiveness in sales performance. I appreciate how it ad ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 5.0/5 "User-Friendly and Integrative, but Navigation Can Be Confusing at First" What do you like about Dynamics 365 Sales? Very integrative, user friendly, it just takes time to learn. ##### 3. Lead Management Users value the **efficient lead management** capabilities of Dynamics 365 Sales, enhancing sales performance and productivity. [ See 11 mentions ](https://www.g2.com/products/dynamics-365-sales/reviews?filters%5Bsentiment_snippet%5D=1519101&qs=pros-and-cons#reviews) See Related User Reviews ![Krish A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Krish A.") KA Krish A. 4.0/5 "Revolutionizing Sales with AI and Microsoft Integration" What do you like about Dynamics 365 Sales? I find Dynamics 365 Sales standout for its ability to unify the entire sales process within the familiar Microsoft ecosystem, allowing teams to work s ![Angad Singh S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Angad Singh S.") AS Angad Singh S. 4.0/5 "Great Automation, Needs UI Improvement" What do you like about Dynamics 365 Sales? I find Dynamics 365 Sales extremely helpful for tracking leads and enhancing efficiency and effectiveness in sales performance. I appreciate how it ad ##### 4. Helpful Users find Dynamics 365 Sales **extremely helpful** for tracking leads and boosting sales productivity effectively. [ See 10 mentions ](https://www.g2.com/products/dynamics-365-sales/reviews?filters%5Bsentiment_snippet%5D=1519344&qs=pros-and-cons#reviews) See Related User Reviews ![Krish A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Krish A.") KA Krish A. 4.0/5 "Revolutionizing Sales with AI and Microsoft Integration" What do you like about Dynamics 365 Sales? I find Dynamics 365 Sales standout for its ability to unify the entire sales process within the familiar Microsoft ecosystem, allowing teams to work s ![Samir M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Samir M.") SM Samir M. Small-Business (50 or fewer emp.) 5.0/5 "Simple, Customizable, and Secure—An Outstanding Experience" What do you like about Dynamics 365 Sales? I appreciate its simplicity, the excellent customization options, and the robust environment, which gives me a sense of security. ##### 5. Customization Users value the **excellent customization options** in Dynamics 365 Sales, enhancing efficiency and improving workflow management. [ See 9 mentions ](https://www.g2.com/products/dynamics-365-sales/reviews?filters%5Bsentiment_snippet%5D=1520018&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") I Verified User Mid-Market (51-1000 emp.) 3.5/5 "Flexible modules, but complex role hierarchy and module connections" What do you like about Dynamics 365 Sales? MS Dynamics has a wide range of modules, and our company can modify these modules to fit our specific business use cases. ![Samir M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Samir M.") SM Samir M. Small-Business (50 or fewer emp.) 5.0/5 "Simple, Customizable, and Secure—An Outstanding Experience" What do you like about Dynamics 365 Sales? I appreciate its simplicity, the excellent customization options, and the robust environment, which gives me a sense of security. ### 5 Cons or Disadvantages of Dynamics 365 Sales ##### 1. Learning Curve Users experience a **steep learning curve** with Dynamics 365 Sales, especially if unfamiliar with CRM systems. [ See 13 mentions ](https://www.g2.com/products/dynamics-365-sales/reviews?filters%5Bsentiment_snippet%5D=1520507&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") I Verified User Mid-Market (51-1000 emp.) 3.5/5 "Flexible modules, but complex role hierarchy and module connections" What do you dislike about Dynamics 365 Sales? There are too many options, and it’s a bit hard to connect everything between the different modules. It’s also difficult to set up and understand the ![Krish A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Krish A.") KA Krish A. 4.0/5 "Revolutionizing Sales with AI and Microsoft Integration" What do you dislike about Dynamics 365 Sales? I think Dynamics 365 Sales could work on reducing a steep learning curve for new users. The customization processes can be complex and could lead to i ##### 2. Complexity Users struggle with the **complex customization** of Dynamics 365 Sales, often requiring significant time and technical support. [ See 8 mentions ](https://www.g2.com/products/dynamics-365-sales/reviews?filters%5Bsentiment_snippet%5D=1520463&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") I Verified User Mid-Market (51-1000 emp.) 3.5/5 "Flexible modules, but complex role hierarchy and module connections" What do you dislike about Dynamics 365 Sales? There are too many options, and it’s a bit hard to connect everything between the different modules. It’s also difficult to set up and understand the ![Krish A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Krish A.") KA Krish A. 4.0/5 "Revolutionizing Sales with AI and Microsoft Integration" What do you dislike about Dynamics 365 Sales? I think Dynamics 365 Sales could work on reducing a steep learning curve for new users. The customization processes can be complex and could lead to i ##### 3. Not Intuitive Users find the interface of Dynamics 365 Sales **not intuitive** , making navigation and task completion sometimes cumbersome. [ See 7 mentions ](https://www.g2.com/products/dynamics-365-sales/reviews?filters%5Bsentiment_snippet%5D=1519155&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") I Verified User Mid-Market (51-1000 emp.) 3.5/5 "Flexible modules, but complex role hierarchy and module connections" What do you dislike about Dynamics 365 Sales? There are too many options, and it’s a bit hard to connect everything between the different modules. It’s also difficult to set up and understand the ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 5.0/5 "User-Friendly and Integrative, but Navigation Can Be Confusing at First" What do you dislike about Dynamics 365 Sales? Sometimes it can get confusing navigating through it, but you get use to it. ##### 4. Expensive Users note that the **licensing costs** for Dynamics 365 Sales can escalate quickly with added features and complexities. [ See 6 mentions ](https://www.g2.com/products/dynamics-365-sales/reviews?filters%5Bsentiment_snippet%5D=1519142&qs=pros-and-cons#reviews) See Related User Reviews ![David G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "David G.") DG David G. Small-Business (50 or fewer emp.) 2.5/5 "Dynamics 365 Sales — user review (2025)" 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 a VU Vipin U. Enterprise (\> 1000 emp.) 4.5/5 "Dynamics 365 Sales - A tool to Boosts Sales Productivity" What do you dislike about Dynamics 365 Sales? The user interface is a little bit complex, and navigation is not always intuitive which slow down daily operations. In small corporation it difficult ##### 5. Limited Features Users notice **limited features** in Dynamics 365 Sales, particularly in on-premise versions, impacting overall user experience. [ See 6 mentions ](https://www.g2.com/products/dynamics-365-sales/reviews?filters%5Bsentiment_snippet%5D=1520068&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") I Verified User Mid-Market (51-1000 emp.) 3.5/5 "Flexible modules, but complex role hierarchy and module connections" What do you dislike about Dynamics 365 Sales? There are too many options, and it’s a bit hard to connect everything between the different modules. It’s also difficult to set up and understand the ![David G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "David G.") DG David G. Small-Business (50 or fewer emp.) 2.5/5 "Dynamics 365 Sales — user review (2025)" 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 a ## Top-Rated Alternatives [ ![Agentforce Sales (formerly Salesforce Sales Cloud)](https://images.g2crowd.com/uploads/product/hd_favicon/826ce87155a61f72d3dfd92c5283eed8/agentforce-sales-formerly-salesforce-sales-cloud.svg "Agentforce Sales (formerly Salesforce Sales Cloud)") Agentforce Sales (formerly Salesforce Sales Cloud) 4.4/5(25,873) ](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) [ ![ActiveCampaign](https://images.g2crowd.com/uploads/product/hd_favicon/be9e1369027bd58113f937595c7fbdf0/activecampaign.svg "ActiveCampaign") ActiveCampaign 4.4/5(14,779) ](https://www.g2.com/products/activecampaign/reviews) [ ![HubSpot Sales Hub](https://images.g2crowd.com/uploads/product/hd_favicon/4197737e447f044e17be1a5ebb4ba193/hubspot-sales-hub.svg "HubSpot Sales Hub") HubSpot Sales Hub 4.4/5(13,907) ](https://www.g2.com/products/hubspot-sales-hub/reviews) [ View All Alternatives ](https://www.g2.com/products/dynamics-365-sales/competitors/alternatives) ![Andreas S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Andreas S.") AS Andreas S. Co. - Founder Consulting Small-Business (50 or fewer emp.) 6/6/2026 "Strong Microsoft integration and 360° customer view with compelling sales automation" 5/5 What do you like best about Dynamics 365 Sales? The deep Microsoft integration is a clear advantage: Outlook, Teams, Excel, Power BI, SharePoint, and Copilot work seamlessly together. This brings sales, communication, document work, and reporting together in a consistent operating model. The 360° customer view is also particularly helpful. All interactions, activities, opportunities, offers, and communication histories are centrally available. This significantly improves forecasting and traceability and simultaneously strengthens customer loyalty. The automation of sales processes is also convincing. Lead routing, follow-ups, offer processes, approvals, and reminders can be largely automated. This noticeably reduces administrative effort, and the focus shifts more towards genuine customer interaction. Review collected by and hosted on G2.com. What do you dislike about Dynamics 365 Sales? Release Dynamics: Microsoft is evolving very quickly. This ensures innovation, but at the same time leads to continuous pressure to adapt processes, integrations, and training. Review collected by and hosted on G2.com. What problems is Dynamics 365 Sales solving and how is that benefiting you? Transparency in Sales: Leads, opportunities, activities, and customer histories are central and always traceable. This makes pipeline management significantly more robust, and forecasting becomes overall more reliable. More efficient collaboration: Sales, presales, marketing, service, and management work on the same data basis. This makes handovers clearer and cleaner, and information losses can be noticeably reduced. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic Review from User ProfileAI Translated ![Shrey S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Shrey S.") SS Shrey S. Mid-Market (51-1000 emp.) 8/2/2026 "Robust CRM with Seamless Microsoft Integration" 4.5/5 What do you like best about Dynamics 365 Sales? I like how Dynamics 365 Sales seamlessly integrates with Microsoft 365, making it easy to manage emails, meetings, and customer information all in one place. I also appreciate the customizable dashboards and workflow automation, which provide clear visibility into the sales pipeline. These features help the team stay organized, save time, and focus on closing deals rather than administrative tasks. Additionally, the integration with tools like Outlook and Teams ensures that emails, meetings, and appointments are directly connected to the CRM without needing to switch applications. Using Microsoft Power BI for advanced dashboards and analytics, and Microsoft Power Automate to streamline workflows, creates a connected workflow that reduces manual data entry and helps our sales team collaborate more efficiently. Overall, the combination of automation, reporting capabilities, and integration with the Microsoft ecosystem enhances collaboration, increases visibility into the sales pipeline, and reduces manual work across the team. Review collected by and hosted on G2.com. What do you dislike about Dynamics 365 Sales? I find the learning curve for new users to be a challenge because Dynamics 365 Sales has many features and customization options. Some advanced customizations and reporting require technical expertise, which can slow down changes for business users. The interface can sometimes feel complex, and performance may slow down when working with large amounts of data or heavily customized environments. Simplifying the user experience and improving performance would make the platform even better. Review collected by and hosted on G2.com. What problems is Dynamics 365 Sales solving and how is that benefiting you? I use Dynamics 365 Sales to manage our pipeline efficiently by tracking leads, automating tasks, and organizing communications. Its Microsoft 365 integration and customizable dashboards save time and enhance collaboration, while automation reduces manual tasks, ensuring timely follow-ups and accurate sales forecasting. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: G2 invite ![Argenis P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Argenis P.") AP Argenis P. Consultor Senior de Sostenibilidad Consulting Small-Business (50 or fewer emp.) 7/13/2026 "A flexible CRM platform for modern sales teams" 5/5 What do you like best about Dynamics 365 Sales? What I like best about Dynamics 365 Sales is its integration with the Microsoft ecosystem, which makes managing customer relationships, tracking opportunities, and analyzing sales performance much easier. The platform provides powerful automation tools, customizable dashboards, and valuable insights that help sales teams improve efficiency and make better decisions. Review collected by and hosted on G2.com. What do you dislike about Dynamics 365 Sales? The main challenge with Dynamics 365 Sales is the learning curve. It can take some time for users to become familiar with all the features and customization options available. Review collected by and hosted on G2.com. What problems is Dynamics 365 Sales solving and how is that benefiting you? Dynamics 365 Sales helps me organize customer information, track opportunities, and improve the follow-up of commercial activities. It provides better visibility of the sales pipeline, helps coordinate interactions with clients, and allows me to make more informed decisions based on real-time data. This improves efficiency, reduces manual tracking, and helps maintain stronger customer relationships. Review collected by and hosted on G2.com. Show More Our network of Icons are G2 members who are recognized for their outstanding contributions and commitment to helping others through their expertise.G2 IconValidated ReviewerSource: G2 invite ![Sid S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sid S.") SS Sid S. Mid-Market (51-1000 emp.) 5/14/2026 "Simplifies Deal Tracking, Needs Better Mobile UX" 3.5/5 What do you like best about Dynamics 365 Sales? I find the Dynamics 365 Sales platform easy to use, which is crucial for managing our sales processes. The initial setup of Dynamics 365 Sales was pretty straightforward, making the transition from Excel and Jira quite simple for my team. This platform really shines in organizations with multiple cross-functional verticals that cut across various business lines. It's also great to be able to use Dynamics 365 Sales along with other tools like Tally, enhancing our overall workflow. Review collected by and hosted on G2.com. What do you dislike about Dynamics 365 Sales? The mobile web experience is very bad. The button sizes are small and the approval process for a new user takes time to get used to the UX. Review collected by and hosted on G2.com. What problems is Dynamics 365 Sales solving and how is that benefiting you? I use Dynamics 365 Sales for tracking deals and navigating the approval matrix for discounting, which helps address our discount structure issues. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Wenming L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Wenming L.") WL Wenming L. Principal Engineer Small-Business (50 or fewer emp.) 6/2/2026 "Zero-Context Switching: Track Emails and Opportunities Directly in Outlook" 5/5 What do you like best about Dynamics 365 Sales? Zero-Context Switching: Sales reps can track emails, update opportunities, and log meetings directly inside Outlook without flipping back and forth to a separate CRM window. Review collected by and hosted on G2.com. What do you dislike about Dynamics 365 Sales? no complanis about this website function Review collected by and hosted on G2.com. What problems is Dynamics 365 Sales solving and how is that benefiting you? The Problem: Sales reps frequently spend up to 60–70% of their week on manual data entry—logging emails, updating fields, copying notes, and building spreadsheets—instead of actually talking to prospects. The Benefit to me: our team recovers hours of lost time every week. Because updating the CRM takes seconds rather than minutes, data quality skyrockets, and your reps can focus entirely on high-value interactions. Review collected by and hosted on G2.com. Show More Our network of Icons are G2 members who are recognized for their outstanding contributions and commitment to helping others through their expertise.G2 IconValidated ReviewerSource: G2 invite MH mohamed H. Assistant Manager Small-Business (50 or fewer emp.) 4/10/2026 "Microsoft integration and effective automation, but sometimes complex to handle" 3.5/5 What do you like best about Dynamics 365 Sales? I especially like the integration with Microsoft tools, task automation, and visibility on the sales pipeline. It saves my team a lot of time. Review collected by and hosted on G2.com. What do you dislike about Dynamics 365 Sales? I find that the tool is sometimes difficult to handle. Some tasks seem particularly time-consuming to me, especially data entry, workflow configuration, and navigating between different menus. Review collected by and hosted on G2.com. What problems is Dynamics 365 Sales solving and how is that benefiting you? Dynamics 365 Sales allows me to better organize the tracking of clients and prospects, centralize all information, and automate certain tasks. Thanks to this, I save time daily, I am better organized, and I can improve the tracking of business opportunities, with a clearer view of progress. Review collected by and hosted on G2.com. Show More 4/21/2026 Validated ReviewerIncentivizedSource: G2 inviteAI Translated ![Krish A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Krish A.") KA Krish A. 2/3/2026 "Revolutionizing Sales with AI and Microsoft Integration" 4/5 What do you like best about Dynamics 365 Sales? I find Dynamics 365 Sales standout for its ability to unify the entire sales process within the familiar Microsoft ecosystem, allowing teams to work smarter rather than just harder. Its ability to unify customer data is incredibly valuable, automating routine tasks and providing actionable AI-driven insights, which often lead to a 15–20% reduction in administrative time. The Copilot AI is a game changer, enabling seamless integration with Microsoft 365, and its advanced sales acceleration tools are top-notch. Using these tools, I'm able to drastically reduce administrative data entry, cutting down on manual processes thanks to features like CRM Auto-Update and 'Smart Paste'. I also appreciate the accelerated meeting preparation and follow-up capabilities, where Copilot creates detailed pre-meeting briefs and assists during meetings by taking notes and suggesting action items. Content creation and personalization are also enhanced, with Copilot drafting proposals and crafting personalized emails. Smarter pipeline management is another highlight, with AI helping to identify high-potential leads and provide predictive sales forecasting, making my workflow much more efficient. Review collected by and hosted on G2.com. What do you dislike about Dynamics 365 Sales? I think Dynamics 365 Sales could work on reducing a steep learning curve for new users. The customization processes can be complex and could lead to implementation delays. Also, the out-of-the-box reporting could be enhanced. Review collected by and hosted on G2.com. What problems is Dynamics 365 Sales solving and how is that benefiting you? I use Dynamics 365 Sales to consolidate fragmented customer data, automate tasks, and get AI-driven insights, cutting admin time by 15–20%. Key benefits include Predictive Lead Scoring, reducing sales cycles, unifying data, and Microsoft 365 integration. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Vishal S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Vishal S.") VS Vishal S. Business Development Executve Mid-Market (51-1000 emp.) 5/6/2026 "Dynamics 365 Sales Makes Lead Management and Deal Tracking Effortless" 4.5/5 What do you like best about Dynamics 365 Sales? Dynamics 365 Sales is a SaaS-based tool that can manage leads from multiple sources. You can create opportunities within it, and as you move through each step, it indicates the likelihood of closing and winning the deal. Review collected by and hosted on G2.com. What do you dislike about Dynamics 365 Sales? The feasibility of implementation can sometimes be confusing for users. If you haven’t connected with a good partner, the process can end up taking more time and costing more money. Review collected by and hosted on G2.com. What problems is Dynamics 365 Sales solving and how is that benefiting you? It solves multiple problems. For example, it manages every step internally—from lead management and proposal creation through to closure—while also keeping time logs throughout the process. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Rebecca B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rebecca B.") RB Rebecca B. International Marketing Manager Mid-Market (51-1000 emp.) 9/30/2025 "A powerful CRM with great features" 4/5 What do you like best about Dynamics 365 Sales? I primarily use Dynamics 365 CRM for managing our partner accreditations and reviewing their history with us as customers. It’s incredibly helpful to have all of that information in one place, making it easy to track interactions, keep records up to date, and ensure we’re supporting our partners effectively. The reporting tools and integration with Microsoft apps are a real plus, and they make collaboration much smoother. Review collected by and hosted on G2.com. What do you dislike about Dynamics 365 Sales? The only drawback is that the system can sometimes feel a bit clunky - certain tasks take more steps than expected, and the interface isn’t always the most intuitive, especially as we have added some bespoke fields to the system to make it work for us. However, once you get used to it, the benefits of having a centralized, reliable CRM far outweigh those minor frustrations. Review collected by and hosted on G2.com. What problems is Dynamics 365 Sales solving and how is that benefiting you? It gives us a single, reliable place to manage partner accreditations, customer history, and interactions. Before, this information was spread across spreadsheets, emails, and different systems, which made it hard to keep track of details or see the bigger picture. Now I can quickly check a partner’s full history with us, monitor their accreditation status, and make sure nothing falls through the cracks. Having everything centralized not only saves time but also improves accuracy and ensures we can deliver a more consistent and professional experience to our partners and customers. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Kris H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kris H.") KH Kris H. Senior Manager - Latin America & the Caribbean Information Technology and Services Mid-Market (51-1000 emp.) 4/21/2026 "Dynamics’ Seamless Integration with Office, Teams, Outlook, and Power BI" 4.5/5 What do you like best about Dynamics 365 Sales? I like how Dynamics works closely with Office, Teams, and Outlook, as well as Power BI. The integration between these tools makes it easier for me to keep everything connected and work more smoothly. Review collected by and hosted on G2.com. What do you dislike about Dynamics 365 Sales? I feel that some of the newer solutions are more agile and make it easier to process expenses through collaborative workflows. Review collected by and hosted on G2.com. What problems is Dynamics 365 Sales solving and how is that benefiting you? It helped resolve my frustration with having too many UI/UX tools that all do slightly different things with the same basic information or database. Review collected by and hosted on G2.com. Show More Our network of Icons are G2 members who are recognized for their outstanding contributions and commitment to helping others through their expertise.G2 IconValidated ReviewerIncentivizedSource: G2 invite ## Consulting Services for Dynamics 365 Sales [ ![PowerObjects](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "PowerObjects") PowerObjects 3/5(5) ](https://www.g2.com/products/powerobjects/reviews) [ ![PA Group](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "PA Group") PA Group ](https://www.g2.com/products/pa-group/reviews) [ ![UXC Eclipse](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "UXC Eclipse") UXC Eclipse 4/5(1) ](https://www.g2.com/products/uxc-eclipse/reviews) [See all Dynamics 365 Sales Providers](https://www.g2.com/products/dynamics-365-sales/implementation) ##### Categories on G2 [CRM](https://www.g2.com/categories/crm)[Sales Analytics](https://www.g2.com/categories/sales-analytics)[Sales Coaching](https://www.g2.com/categories/sales-coaching) ##### Explore More [Leading software for automating product demos in my industry](https://www.g2.com/discussions/leading-software-for-automating-product-demos-in-my-industry)[Highest rated influencer marketing platforms for a mid-market tech company that needs real-time campaign visibility without building custom dashboards?](https://www.g2.com/discussions/what-are-the-highest-rated-influencer-marketing-platforms-for-a-mid-market-tech-company-that-needs-real-time-campaign-visibility-without-building-custom-dashboards)[Which automotive digital retailing software keeps customer communications, vehicle records, and deal status visible without losing context during handoffs?](https://www.g2.com/discussions/which-automotive-digital-retailing-software-keeps-customer-communications-vehicle-records-and-deal-status-visible-without-losing-context-during-handoffs) [Which all-in-one consumer insights platforms combine audience panels, profiling and real-time dashboards for a brand research team that wants everything in one system?](https://www.g2.com/discussions/which-all-in-one-consumer-insights-platforms-combine-audience-panels-profiling-and-real-time-dashboards-for-a-brand-research-team-that-wants-everything-in-one-system%20)[What Blockchain as a Service vendors offer transparent per-request pricing without unexpected charges when usage scales?](https://www.g2.com/discussions/what-blockchain-as-a-service-vendors-offer-transparent-per-request-pricing-without-unexpected-charges-when-usage-scales)[Pros and Cons Details](https://www.g2.com/products/dynamics-365-sales/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)