Dynamics 365 Sales Reviews

Our organization uses Dynamics 365 Sales for global sales collaboration. Previously, CRM was being treated as Outlook, with everyone in the organization receiving it by default regardless of necessity. The organization realized they needed only people above certain senior designations to use it. SAP was very complicated, while Dynamics 365 Sales became simple for senior leaders to use, reducing time spent from 2-3 hours per week in SAP to 15-20 minutes in Microsoft Dynamics when done properly.

This made it feasible for senior leaders and members above certain designations, including senior middle management, to utilize it. We significantly reduced the number of users. While SAP was accessible to 40,000 people, Dynamics 365 Sales is now accessible only to 2,000 people, which led to optimization.

The graphical interface of Dynamics 365 Sales is superior to SAP's interface. It is far more configurable, which enhances ease of configuration, user adoption, and usage. In SAP, filling 20 fields required visiting 10 different pages sequentially, whereas now everything can be done on a single page.

If Dynamics 365 Sales had deeper integration with LinkedIn, it would provide a unified view of internal CRM contacts and their LinkedIn profiles. This integration could help identify additional senior stakeholders and update master data when people have left companies.

The usual use cases for Dynamics 365 Sales involve managing leads from various sources to define the entire customer journey, starting from lead to closure. This process includes leads, opportunities, quotations, negotiation, and closure. Additionally, the lead management feature is enhanced by Co-pilot, which provides insights into lead conversion probability and competitor analysis.

Among the features of Dynamics 365 Sales, Co-pilot for Sales stands out as a tremendous AI feature. The quotation and reports modules provide insights into current standings in terms of targets and closures. Co-pilot offers insights that assist in closing leads faster, and the AI feature enhances sales forecasting abilities. The automation features have improved productivity by 23%. The integration with Teams, where meetings are recorded and Co-pilot provides automatic minutes and action items, is also highly valuable. Dynamics 365 Sales assists in streamlining the sales cycle by reducing it by 30%. This CRM system is more scalable than Salesforce, and its stability rate is 99.9998%. The product is suitable for a range of business sizes, serving one to thousands of users.

I am trying to compare solutions for one of my customers. I am already dealing with something by Microsoft, as my customer is using Azure. It is a scenario of cost reduction, so I'm trying to find the best bypass solution for this scenario.

My customer has a VM on Azure, but all their business logic is based on Java, deployed in Terraform. It is a spaghetti architecture, and I'm trying to find the best way to design an integration layer for it.

I have been dealing with this tool for two and a half years. The AI provides insights about the customer. For the first contact, you can set up fields in your admin solution to see specific information for an account. After that, it automatically gives you hints.

They have a whole list of sales scenarios to drive sales including opportunity identification, opportunity management, managing the sales funnel, contract management, and all of that. Dynamics 365 Sales is used predominantly to drive that whole process end-to-end.

What makes Dynamics 365 Sales interesting is the new AI capabilities through CoPilot, which can help write in NLP and look through what's happening on the opportunities without getting into the details. That's the reason our customers are actually asking for Dynamics 365 Sales.

A lot of customers are asking for integration with CoPilot, which is probably the biggest feature of all. The other thing customers talk about is the integration with the larger Microsoft ecosystem, basically leveraging the data through graph APIs and similar tools. This integration allows users to really look at everything and not just the Dynamics 365 Sales data.

The integration with the larger Microsoft ecosystem is another critical feature that people consider.

It serves as our go-to retail solution, playing a crucial role in our day-to-day retail operations. It's the software we rely on for managing various aspects of our retail business, from handling customer interactions to streamlining sales processes.

It stands out as an exceptional choice for businesses seeking a comprehensive ERP solution that offers a range of features, including finance, payroll, and HR modules, making it more than just a retail tool. One of its key strengths lies in its seamless integration with Microsoft platforms like Office 365. The single user sign-on feature ensures a unified experience, with email users created in Dynamics 365 tightly linked to Azure Active Directory.

Dynamics 365 Sales has streamlined our sales processes. With Dynamics 365 Sales, I oversee every step in real time. The system updates and notifies the team as steps are completed, ensuring coordination. This provides more control for my client, making the sales workflow efficient and well-coordinated.

The most valuable features of Dynamics 365 Sales for us are the standard functional power platform applications for business processes. With these apps, all users and managers have visibility into every step and situation in the process. This provides comprehensive control, ensuring users adhere to the required steps. Automatic controls are in place, preventing progression if necessary data isn't entered. This feature is immensely useful for our clients, offering maximum control and efficiency in their workflows.

We use the product mainly for premises management, industrial CRM capabilities, and sales management. However, our primary use involves sales personnel logging private sales on the 365 platform.

The platform's remote access feature, particularly for mobile devices, has had a significant impact on our sales cycle.

It allows us to track opportunities and leads and store them in the system. When a customer asks for an offer, it enables selecting the right product, assigning prices, and generating customized offers. After it is created, you can send it for review and approval. Once approved, the offer becomes an order, and you can manage and track the order details within Dynamics 365 Sales.

It allows effective management of the follow-ups of leads and potential opportunities. If you are dealing with a large number of customers and suspects, it may be challenging to schedule a regular meeting and remember all of the details. Dynamics 365 Sales helps by allowing you to plan and schedule meetings efficiently. The system stores all customer interactions and records, making it easy to organize a workflow.