ES

Em S.

Mid-Market (51-1000 emp.)

11/23/2023

"Decent"

2.5/5

What do you like best about Dynamics 365 Sales?

I like that I can navigate to the entire customer profile and see a snap shot of all activity/ account details Review collected by and hosted on G2.com.

What do you dislike about Dynamics 365 Sales?

At times it is slow to log in and it doesn't link to ServiceMax for scheduling Review collected by and hosted on G2.com.

MY

Muhammad Y.

Founder / CEO

Mid-Market (51-1000 emp.)

5/26/2023

"Microsoft D365 Sales"

4/5

What do you like best about Dynamics 365 Sales?

Dynamics 365 Sales provides us with a powerful set of tools and capabilities to streamline our sales processes, enhance customer relationships, and make data-driven decisions. The comprehensive CRM functionalities, integration with other Microsoft products, intelligent insights, mobile accessibility, and scalability make it an invaluable asset for our sales teams. Review collected by and hosted on G2.com.

What do you dislike about Dynamics 365 Sales?

Some areas for improvement in Dynamics 365 Sales include the user interface, certain reporting features, the learning curve for new users, integration challenges with third-party applications, and the pricing structure. However, these areas do not diminish the overall value and functionality of the platform. Review collected by and hosted on G2.com.

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

Dynamics 365 Sales solves the problems of fragmented customer data, inefficient sales processes, limited visibility and insights, collaboration challenges, and mobility hurdles. By addressing these issues, we experience improved customer satisfaction, increased sales productivity, better decision-making, enhanced collaboration, and the ability to adapt to remote work scenarios effectively. Review collected by and hosted on G2.com.

SI

Shikha I.

System Administrator

Information Technology and Services

Mid-Market (51-1000 emp.)

2/14/2024

""Have revolutionized our sales operations"."

4.5/5

What do you like best about Dynamics 365 Sales?

Legendary for revolutionizing our sales operations.

Great promoter with campaigns.

Most spontaneous for easier with customization.

Exceptionally efficient with sales analytics. Review collected by and hosted on G2.com.

What do you dislike about Dynamics 365 Sales?

Exceptionally efficient for sales analytics. Review collected by and hosted on G2.com.

KW

katie w.

Financial Analyst

Logistics and Supply Chain

Mid-Market (51-1000 emp.)

2/16/2024

""Superpass our expectations with approval process workflows"."

4.5/5

What do you like best about Dynamics 365 Sales?

It have done marvelously with approval process workflows.

Scalable and robust with email marketing. Review collected by and hosted on G2.com.

What do you dislike about Dynamics 365 Sales?

It have done marvelously with approval process workflows. Review collected by and hosted on G2.com.

RB

Ritesh B.

TA Specialist

Mid-Market (51-1000 emp.)

12/21/2023

"Review for Dynamics 365 Sales"

5/5

What do you like best about Dynamics 365 Sales?

The Best I like in Dynamics 365 Sales is we can use them Easily through Mobile.Lost of improvement and updates, CRM, and enhanced security is the most important feature that I like in this software Review collected by and hosted on G2.com.

What do you dislike about Dynamics 365 Sales?

There is not much Database Included as per User Review collected by and hosted on G2.com.

CO

Chidiebere Moses O.

Global Authorized Agent & Ambassador

Mid-Market (51-1000 emp.)

5/30/2023

"Sales-Team Friendly Application"

5/5

What do you like best about Dynamics 365 Sales?

This Microsoft productivity tool is highly effective in converting ordinary leads into closed deals, making it a valuable asset for nurturing sales. It streamlines sales processes to focus on what truly matters, empowering the sales team to engage with potential clients, manage accounts, and track and analyze the performance of each lead.

It is designed to be user-friendly for sales teams, offering seamless integration with other Microsoft applications like Microsoft 365 through the Cloud, as well as the Power Platform. This integration provides a unified and comprehensive solution for managing sales activities, enhancing customer experience through active engagement, and ultimately driving business growth.

Also, I like it for -

Easy to use

Easy to integrate with other Microsoft Applications

It is intuitive

Very good functionalities

All-in-one platform for sales activities Review collected by and hosted on G2.com.

What do you dislike about Dynamics 365 Sales?

If you are not very familiar with Microsoft productivity tools, you may benefit from a tutorial to learn your way around this particular tool. However, it's worth noting that the user interface and overall experience may not have seen significant improvements compared to other Microsoft applications.

Additionally, for some businesses, managing this tool may be considered relatively expensive. Review collected by and hosted on G2.com.

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

1. Streamlining sales processes and making them more efficient and effective.

2. Improved lead management allows businesses to track and nurture leads effectively.

3. Empowering the sales team to interact with potential clients, fostering better customer engagement and relationships.

4. Offering effective features for managing customer accounts, ensuring efficient handling of important client information.

5. Performance tracking and analysis, providing valuable insights for better decision-making by analyzing the performance of each lead.

All of this leads to improved decision-making and helps improve our overall business growth. By addressing day-to-day sales problems and providing valuable functionalities, it contributes to our business success. Review collected by and hosted on G2.com.

PR

Pritesh R.

Digital Sales Manager

Small-Business (50 or fewer emp.)

1/20/2024

"Ease of use and smooth process flow"

4.5/5

What do you like best about Dynamics 365 Sales?

The process for dynamic 365 is pretty streamlined which helps in smooth workflow Review collected by and hosted on G2.com.

What do you dislike about Dynamics 365 Sales?

Nothing as such, the UI UX could be a bit better Review collected by and hosted on G2.com.

MP

Mary P.

Process Improvement and Change Management Supervisor

Mid-Market (51-1000 emp.)

3/19/2023

"Perfect Sales Cycle and Metrics All In One Place"

4.5/5

What do you like best about Dynamics 365 Sales?

I like that you can customize your business process flow or sales cycle to meet the specific industry that you are in. The interface is well-supported and feature enhancements are easy to take on. Dynamics 365 has completely changed the way our Sales and Recruiting team interacts, communicates, and produces quality products. I especially love the plug in's available for Microsoft Teams and Outlook 365. Review collected by and hosted on G2.com.

What do you dislike about Dynamics 365 Sales?

If I had to be picky, I would say the formating tool that is out of the box for the Timeline section of contact records is a bit difficult to use while typing. Review collected by and hosted on G2.com.

RK

Rohit K.

Mid-Market (51-1000 emp.)

11/8/2023

"Good product Needs to be properly configured to the companies requirements to be effective"

4/5

What do you like best about Dynamics 365 Sales?

Will suit emerging and mid sized companies which don't need the complexity of SFDC Review collected by and hosted on G2.com.

What do you dislike about Dynamics 365 Sales?

Trying to compete with bigger CRM's and in turn complicating the product for mid size users- target segment Review collected by and hosted on G2.com.

UE

Verified User in E-Learning

Small-Business (50 or fewer emp.)

10/23/2019

""Transforming Sales Operations with Dynamics 365 Sales: A Powerful Solution for Business Growth""

4.5/5

What do you like best about Dynamics 365 Sales?

Comprehensive Sales Management: Dynamics 365 Sales offers a comprehensive set of tools and features to manage the sales process efficiently. It provides a centralized platform for tracking leads, managing opportunities, and nurturing customer relationships throughout the sales cycle. This capability helps sales teams stay organized, prioritize activities, and drive revenue growth.

Integration with Microsoft Ecosystem: Dynamics 365 Sales seamlessly integrates with other Microsoft products and services, such as Office 365, Outlook, and Teams. This integration enables sales teams to leverage familiar tools and workflows, improving productivity and collaboration. For example, users can access customer data and sales insights directly within Outlook, enhancing efficiency and reducing context switching.

Customer Relationship Management (CRM) Capabilities: Dynamics 365 Sales is built as a CRM solution, offering robust customer relationship management features. It enables users to track customer interactions, manage accounts, and gain a holistic view of customer data. This helps sales teams understand customer needs, personalize engagements, and build stronger customer relationships. Review collected by and hosted on G2.com.

What do you dislike about Dynamics 365 Sales?

Complexity and Learning Curve: Dynamics 365 Sales is a feature-rich solution that can have a steep learning curve for new users. The platform offers extensive customization options and configuration settings, which may require technical expertise or training to fully leverage. Users may need time to familiarize themselves with the system and its functionalities.

Customization Limitations: While Dynamics 365 Sales offers customization capabilities, some users have expressed limitations in terms of the extent of customization possible. Advanced customization may require technical expertise or development resources, and there may be certain areas of the platform that are not customizable, restricting flexibility for some organizations' unique requirements.

Integration Challenges: While Dynamics 365 Sales integrates well with other Microsoft products and services, integrating with non-Microsoft systems or third-party applications can sometimes be challenging. Custom integrations may require additional development effort or third-party tools, and compatibility issues may arise when working with diverse IT environments. Review collected by and hosted on G2.com.

Recommendations to others considering Dynamics 365 Sales:

I would Recommend every organisation which deal with sales and marketing to have microsoft dynamics and use them to get the sales report and review it.sales provide you the overall details of customers and contacts and details of sales and sales report . microsoft dynamics provide the correct details and detailed analytics of sales genarated and overall details of the customers and clients. Review collected by and hosted on G2.com.

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

Streamlined Sales Processes: Dynamics 365 Sales provides a centralized platform for managing sales processes, enabling organizations to streamline their sales activities. It helps automate and standardize tasks such as lead management, opportunity tracking, and pipeline management. This solves the problem of manual and disjointed sales processes, leading to improved efficiency and productivity.

Improved Sales Visibility and Forecasting: Dynamics 365 Sales offers real-time insights and analytics into sales performance, pipeline visibility, and revenue forecasting. This helps organizations gain a comprehensive view of their sales operations, identify bottlenecks, and make informed decisions. By solving the problem of limited visibility into sales activities, organizations can improve forecasting accuracy and make proactive adjustments to meet sales targets.

Enhanced Customer Relationship Management: Dynamics 365 Sales provides robust customer relationship management capabilities, allowing organizations to effectively manage and nurture customer relationships. It centralizes customer data, interactions, and communication history, enabling sales teams to deliver personalized experiences and build stronger relationships. This solves the problem of fragmented customer data and improves customer satisfaction and loyalty. Review collected by and hosted on G2.com.