G2

Andreas S.

Co. - Founder

Consulting

Small-Business (50 or fewer emp.)

6/6/2026

"Strong Microsoft integration and 360° customer view with compelling sales automation"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.