# Dynamics 365 Sales Reviews **Vendor:** Microsoft **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 3.8/5.0 **Total Reviews:** 1,618 ## 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, finding it intuitive and highly customizable for their needs. (21 reviews) - Users appreciate the **seamless integration** with Microsoft tools, enhancing efficiency and automating routine tasks effortlessly. (11 reviews) - Users value the **efficient lead management** of Dynamics 365 Sales, enhancing productivity and ensuring no opportunities are missed. (11 reviews) - Users find Dynamics 365 Sales **extremely helpful** for enhancing efficiency and tracking leads effectively, boosting sales performance. (10 reviews) - Users value the **excellent customization options** in Dynamics 365 Sales, enhancing their workflow and integration with Microsoft 365. (9 reviews) - Users value the **automation** features of Dynamics 365 Sales for streamlining tasks and enhancing productivity significantly. (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 find a **steep learning curve** with Dynamics 365 Sales, especially for those unfamiliar with CRM systems. (13 reviews) - Users find the **complexity of setup and customization** in Dynamics 365 Sales challenging, especially for non-technical users. (8 reviews) - Users find the interface **not intuitive** , making navigation and certain tasks feel unnecessarily complicated at times. (7 reviews) - Users find Dynamics 365 Sales to be **expensive** due to complex licensing and high costs for advanced features. (6 reviews) - Users find the **limited features** of Dynamics 365 Sales can hinder customization and performance, impacting overall usability. (6 reviews) - Users find Dynamics 365 Sales to be **time-consuming** , requiring extensive manual input and complex setup processes. (6 reviews) - Users find the **cluttered interface** challenging to navigate due to hidden buttons and a steep learning curve. (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. 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. ### 2. 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. ### 3. 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. ### 4. 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. ### 5. 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. ### 6. 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. ### 7. Seamless Integration with Microsoft Products **Rating:** 4.5/5.0 stars **Reviewed by:** William W. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about Dynamics 365 Sales?** 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 **What do you dislike about Dynamics 365 Sales?** Integration to other non-Microsoft Produucts **What problems is Dynamics 365 Sales solving and how is that benefiting you?** Lead management ### 8. AI-Driven Insights and Seamless CRM That Helps Close Deals Faster **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Writing and Editing | Mid-Market (51-1000 emp.) **Reviewed Date:** March 12, 2026 **What do you like best about Dynamics 365 Sales?** 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. **What do you dislike about Dynamics 365 Sales?** 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: **What problems is Dynamics 365 Sales solving and how is that benefiting you?** Dynamics 365 Sales is built to tackle some of the biggest pain points in modern selling, such as disorganized lead tracking, limited pipeline visibility, and a lack of personalized customer engagement. By addressing these issues, it helps sales teams work more efficiently, close deals faster, and deliver a better overall customer experience. ### 9. User-Friendly with Regional Language Needs **Rating:** 4.0/5.0 stars **Reviewed by:** Bhupendra W. | Center Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 20, 2026 **What do you like best 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 compared to other software. **What do you dislike about Dynamics 365 Sales?** I find the lack of multi-language support problematic, which makes it difficult for people in different regions to use Dynamics 365 Sales effectively. **What problems is Dynamics 365 Sales solving and how is that benefiting you?** Make easy to access ### 10. Flexible modules, but complex role hierarchy and module connections **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** February 05, 2026 **What do you like best 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. **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 hierarchy of user roles. Especially the financial module feels complicated, but that’s okay—finance is difficult everywhere. **What problems is Dynamics 365 Sales solving and how is that benefiting you?** We used a different ERP for over 10 years, and now we’ve shifted to MS Dynamics. Our previous ERP was too slow and didn’t use modern technology. MS Dynamics feels much more modern, with better technology and stronger analysis tools etc. ## 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-479866?section=pricing&secure%5Bexpires_at%5D=2026-05-16+14%3A15%3A26+-0500&secure%5Bsession_id%5D=56b06501-d7b1-4806-b323-08cd61d96701&secure%5Btoken%5D=480c86491b4c6fc0dc0ce28ea7a34f8a767c1ba68f0a5fcb7ea4d7c7b0c01a5a&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) - [Infinite Album](https://www.g2.com/products/infinite-album/reviews) - [LiveChat](https://www.g2.com/products/livechat/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 Work Management](https://www.g2.com/products/monday-com/reviews) - [ON24](https://www.g2.com/products/on24/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 (24,583 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,137 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,165 reviews)