--- title: Dynamics 365 Sales Reviews meta_title: 'Dynamics 365 Sales Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1622 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: 1622 scale: '5' date_modified: '2026-07-17' 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:** 1,622 ## 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. Unified Sales Platform with Powerful Microsoft Integration and AI Insights **Rating:** 4.5/5.0 stars **Reviewed by:** Dharamveer p. | Application Security Engineer, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2026 **What do you like best about Dynamics 365 Sales?** What I like best about Microsoft Dynamics 365 Sales is its ability to bring customer data, sales activities, and pipeline management into a single platform. The integration with Microsoft tools such as Outlook and Teams makes collaboration easier and helps sales teams stay productive. I also like the AI driven insights and forecasting capabilities, which help identify opportunities and prioritize sales efforts more effectively. **What do you dislike about Dynamics 365 Sales?** One drawback is that the platform can have a learning curve for new users due to the number of features and customization options available. Initial setup and configuration may require time and expertise, especially for organizations with complex sales processes. Some advanced customizations may also require technical support or additional training. **What problems is Dynamics 365 Sales solving and how is that benefiting you?** Microsoft Dynamics 365 Sales solves the challenge of managing customer relationships, sales activities, and pipeline visibility across multiple teams. It centralizes customer information, tracks interactions, and automates routine tasks, which reduces manual effort and improves efficiency. For me, it helps maintain better visibility into opportunities, improves collaboration, and supports more informed sales decisions based on real time data. ### 2. Strong Microsoft integration and 360° customer view with compelling sales automation **Rating:** 5.0/5.0 stars **Reviewed by:** Andreas S. | Co. - Founder, Consulting, Small-Business (50 or fewer emp.) **Reviewed Date:** June 06, 2026 **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. **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. **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. ### 3. A flexible CRM platform for modern sales teams **Rating:** 5.0/5.0 stars **Reviewed by:** Argenis P. | Consultor Senior de Sostenibilidad, Consulting, Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **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. **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. **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. ### 4. Simplifies Deal Tracking, Needs Better Mobile UX **Rating:** 3.5/5.0 stars **Reviewed by:** Sid S. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 14, 2026 **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. **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. **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. ### 5. Zero-Context Switching: Track Emails and Opportunities Directly in Outlook **Rating:** 5.0/5.0 stars **Reviewed by:** Wenming L. | Principal Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2026 **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. **What do you dislike about Dynamics 365 Sales?** no complanis about this website function **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. ### 6. Microsoft integration and effective automation, but sometimes complex to handle **Rating:** 3.5/5.0 stars **Reviewed by:** mohamed H. | Assistant Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 10, 2026 **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. **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. **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. ### 7. Revolutionizing Sales with AI and Microsoft Integration **Rating:** 4.0/5.0 stars **Reviewed by:** Krish A. **Reviewed Date:** February 03, 2026 **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. **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. **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. ### 8. Dynamics 365 Sales Makes Lead Management and Deal Tracking Effortless **Rating:** 4.5/5.0 stars **Reviewed by:** Vishal S. | Business Development Executve, Mid-Market (51-1000 emp.) **Reviewed Date:** May 06, 2026 **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. **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. **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. ### 9. A powerful CRM with great features **Rating:** 4.0/5.0 stars **Reviewed by:** Rebecca B. | International Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 30, 2025 **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. **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. **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. ### 10. Dynamics’ Seamless Integration with Office, Teams, Outlook, and Power BI **Rating:** 4.5/5.0 stars **Reviewed by:** Kris H. | Senior Manager - Latin America & the Caribbean, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2026 **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. **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. **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. ## 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/dynamics-365-sales-review-4536373?section=pricing&secure%5Bexpires_at%5D=2026-07-18+04%3A49%3A09+-0500&secure%5Bsession_id%5D=48332dc7-990c-4630-8f53-537c867f4c31&secure%5Btoken%5D=c4c5cd7911b5be93b896dce347c5bf5c474171d987b49087f5a17ed8b3a5a7ca&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 **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Agentic AI - Sales Coaching** - Multi-step Planning - Cross-system Integration - Adaptive Learning - Decision Making **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **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 **Feedback** - Review - Scorecard - Coaching Card - Leaderboard - Real-Time Updates - Notifications - Competition **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking **Generative AI** - AI Text Summarization **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## 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 (24,668 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,178 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,269 reviews)