Dynamics 365 Sales Reviews & Product Details

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.

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.

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.

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.

I love how Dynamics 365 Sales makes the initial setup easy with intuitive integration options. The AI feature serves as my first point of contact with customers, efficiently managing interactions and reducing my workload significantly. The integration with various apps is seamless, facilitating an organized workflow. The platform's customer service is exceptional, providing thorough guidance through demos and training, making it simple to learn. It handles the heavy lifting of the online aspects of my business, enhancing my productivity. I also appreciate the comprehensive coverage of features, meeting all my needs without requiring additional changes. Review collected by and hosted on G2.com.

Nothing Review collected by and hosted on G2.com.

Fast based the chat is great and the leads never had an issue Review collected by and hosted on G2.com.

During Microsoft outages we experience issues but that is normal Review collected by and hosted on G2.com.

Dynamics 365 Sales is highly customizable, letting businesses tailor it to their specific needs without requiring heavy coding. By using of dashboards help me to decisions quickly. The customer support is always available. Review collected by and hosted on G2.com.

The user interface is a little bit complex, and navigation is not always intuitive which slow down daily operations. In small corporation it difficult to integrate due to pricing. Review collected by and hosted on G2.com.

It's easy to use. Fairly intuitive. Connects well other microsoft programs. Review collected by and hosted on G2.com.

Some fields are not in an intuitive place. Review collected by and hosted on G2.com.

I appreciate its simplicity, the excellent customization options, and the robust environment, which gives me a sense of security. Review collected by and hosted on G2.com.

I don't have any issues that I can mention. Review collected by and hosted on G2.com.

Very vast and detailed CRM to use as a sales person.

You get varieties of filters and details to know you pipeline and the customers Review collected by and hosted on G2.com.

Sometimes license creates problem. Then we have to re-install. Review collected by and hosted on G2.com.