Integration with other Microsoft Products /Ease of use/quick access to information. Lower expense than Salesforce. One group for ideas/ information online. Have not tried Ai Features much Review collected by and hosted on G2.com.

Integration to other non-Microsoft Produucts Review collected by and hosted on G2.com.

What I like most about Dynamics 365 Sales is the way it brings together AI-driven insights and seamless CRM tools, helping sales teams build stronger customer relationships and close deals faster. The predictive analytics, automation, and integration with Microsoft 365 also make it a powerful platform for modern selling. Review collected by and hosted on G2.com.

Dynamics 365 Sales has a lot of strengths, but it’s not without its pain points. Here are some of the most common dislikes that sales teams and managers mention: Review collected by and hosted on G2.com.

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 compared to other software. Review collected by and hosted on G2.com.

I find the lack of multi-language support problematic, which makes it difficult for people in different regions to use Dynamics 365 Sales effectively. Review collected by and hosted on G2.com.

MS Dynamics has a wide range of modules, and our company can modify these modules to fit our specific business use cases. Review collected by and hosted on G2.com.

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 hierarchy of user roles. Especially the financial module feels complicated, but that’s okay—finance is difficult everywhere. Review collected by and hosted on G2.com.

- AI functionality for tracking meetings

- Advanced segmentations of audiences

- Mobile functionality Review collected by and hosted on G2.com.

The UX looks a little dated and could be prettier Review collected by and hosted on G2.com.

I find Dynamics 365 Sales extremely helpful for tracking leads and enhancing efficiency and effectiveness in sales performance. I appreciate how it addresses my previous issues with poor follow-ups, ensuring no opportunities are missed. The automation of repetitive tasks significantly enhances productivity, allowing me to focus on more critical sales activities. Furthermore, I value the integration with Microsoft Teams and Outlook, which facilitates seamless sharing of notes among sales representatives. Even though the initial setup wasn't straightforward, I am grateful for Microsoft's guided tips that eased the learning curve significantly. Review collected by and hosted on G2.com.

I find the User Interface (UI) of Dynamics 365 Sales to be slow and cluttered at times, which can make the experience overwhelming. Review collected by and hosted on G2.com.

What worked well:

I run on Microsoft 365 (Outlook + Teams), and Dynamics 365 Sales felt like home. The Teams dialer inside Sales Hub lets my reps call from the CRM and get real-time transcripts/action items saved to the record—zero copy/paste busywork.

The Sales Accelerator sequences gave us a clean, prioritized worklist, so newer reps stopped guessing the “next touch.”

On top, the AI layer—predictive lead/opportunity scoring and Copilot for Sales in Outlook/Teams—actually helped triage and draft follow-ups faster.

Where it stumbled:

The setup still isn’t “flip a switch.” You’ll spend time on server-side sync, security roles, and CI settings—worth it, but plan for an admin sprint.

Licensing is powerful but confusing (Professional vs. Enterprise vs. Premium + Copilot add-on). Budget carefully; Premium’s AI is great, but only if you’ll use forecasting/scoring at scale.

Bottom line:

If you live in Microsoft 365 and want calling + transcripts inside the CRM plus pragmatic AI, Dynamics 365 Sales is a strong choice. If you’re not on Teams/Outlook, you’ll lose many of its best tricks. Review collected by and hosted on G2.com.

Dynamics 365 Sales — dislikes

Licensing is a maze (Professional vs. Enterprise vs. Premium + Copilot add-ons). Easy to overbuy.

Setup takes an admin sprint (server-side sync, security roles, Conversation Intelligence policies).

UI feels dense out of the box; too many fields/clicks until you tailor forms and views.

Performance can lag (page loads; Outlook add-in; occasional sync delays).

Custom work needs Power Platform skills; “quick tweaks” turn into solution deployments.

Reporting beyond basics pushes you into Power BI; forecasting configuration is fiddly.

Strong Microsoft bias—benefits drop if you’re not on Outlook/Teams.

Mobile app is fine for lookups, weak for heavy updates or sequence work.

Duplicate detection/merging is still clunky; data hygiene needs extra care.

AI can feel opaque (why a score is high/low); Copilot drafts vary in quality.

Dataverse/file storage and call transcripts can add surprise costs.

Call recording/transcription raises consent/compliance steps in some regions. Review collected by and hosted on G2.com.

ease of use and it is very detailed and straight forward with information. Review collected by and hosted on G2.com.

it can be too cumbersome. There is a lot of unnecessary information. Review collected by and hosted on G2.com.

Great toolkit within MS environment and various apps already predifined Review collected by and hosted on G2.com.

Clunky design and long waiting time. Developing extra features is risky due to how elements are changed within updates. Review collected by and hosted on G2.com.

What I like best about Microsoft Dynamics 365 Sales is its ability to give a complete, real-time view of the entire sales pipeline and customer journey. The platform makes it easy to track leads, manage opportunities, and monitor performance all in one place. Review collected by and hosted on G2.com.

The main thing I dislike about Microsoft Dynamics 365 Sales is that the initial setup and customization process can be a bit complex, especially for users without much technical experience. Configuring workflows, dashboards, and reports to match specific business needs often requires time and support from IT or a consultant. Review collected by and hosted on G2.com.