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Dynamics 365 Sales pros and cons

Vendor: Microsoft
4.3 out of 5
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Pros & Cons summary

Dynamics 365 Sales manages lead follow-ups and opportunities effectively with user-friendly sales features. This ERP solution includes modules like finance and HR, and it boasts fast processing with Azure and Microsoft integration. AI insights streamline sales by 30%. Improvements in pricing, AI connection, integration with Teams and WhatsApp, and better online tutorials would enhance its value for tech buyers.

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Prominent pros & cons

PROS

Dynamics 365 Sales allows effective management of follow-ups of leads and potential opportunities, providing streamlined processes for sales teams.
It stands out as an exceptional choice for businesses seeking a comprehensive ERP solution that offers a range of features, making it more than just a retail tool.
The integration capabilities with Microsoft and third-party tools enhance workflow and increase productivity.
Dynamics 365 Sales facilitates remote access, allowing sales teams to work efficiently from mobile devices.
The introduction of AI capabilities, including CoPilot, provides valuable insights and assists in writing through natural language processing.

CONS

Pricing models require improvement for better budget-friendliness.
Stability could be better optimized.
Need for an improved connection to AI.
Integration with WhatsApp is limited to third-party solutions, increasing costs.
Customization is often necessary due to limited out-of-the-box functionality.
 

Dynamics 365 Sales Pros review quotes

FC
May 23, 2025
The AI provides insights about the customer.
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BN
Mar 31, 2025
Dynamics 365 Sales assists in streamlining the sales cycle by reducing it by 30%.
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Andrei Pozdniakov - PeerSpot reviewer
Jan 5, 2024
The most valuable features of Dynamics 365 Sales for us are the standard functional power platform applications for business processes.
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Buyer's Guide
Dynamics 365 Sales
June 2025
Free Report: Dynamics 365 Sales Reviews and More
Learn what your peers think about Dynamics 365 Sales. Get advice and tips from experienced pros sharing their opinions. Updated: June 2025.
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reviewer2710545 - PeerSpot reviewer
May 26, 2025
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.
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IlyasAhmad - PeerSpot reviewer
Nov 9, 2023
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.
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Freddy Aben - PeerSpot reviewer
Sep 13, 2023
It allows effective management of the follow-ups of leads and potential opportunities.
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reviewer1805982 - PeerSpot reviewer
Apr 26, 2024
Dynamics 365 Sales offers robust integration capabilities with third-party tools, complemented by our in-house developed applications. We've tailored our pricing within Dynamics 365 to suit our specific needs, collaborating closely with our teams for its development. Leveraging Azure and Microsoft Office 365 integration, Dynamics 365 becomes even more powerful.
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CC
Dec 19, 2023
The solution is fast.
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ShaheenKapery - PeerSpot reviewer
May 20, 2024
Dynamics 365 Sales facilitates remote access, allowing sales teams to work efficiently from mobile devices.
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AR
Jun 6, 2024
The tool is on the same screen as Microsoft and Windows, which makes it easier for end users to learn. Its features are good, and the solution's integration is without challenges.
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Dynamics 365 Sales Cons review quotes

FC
May 23, 2025
At the start of the project, we made this mistake by relying on Power Automate. We discovered latency issues and problems related to the limits exist.
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BN
Mar 31, 2025
An area for improvement is the integration with WhatsApp. Currently, it is available only through a third party, which incurs additional costs.
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Andrei Pozdniakov - PeerSpot reviewer
Jan 5, 2024
Making it more budget-friendly would be beneficial.
Read full review
Buyer's Guide
Dynamics 365 Sales
June 2025
Free Report: Dynamics 365 Sales Reviews and More
Learn what your peers think about Dynamics 365 Sales. Get advice and tips from experienced pros sharing their opinions. Updated: June 2025.
DOWNLOAD NOW
856,873 professionals have used our research since 2012.
reviewer2710545 - PeerSpot reviewer
May 26, 2025
It's very structured, and the out-of-the-box functionality is very limited, meaning you have to do a lot of customizations.
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IlyasAhmad - PeerSpot reviewer
Nov 9, 2023
There's room for improvement in the pricing models.
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Freddy Aben - PeerSpot reviewer
Sep 13, 2023
I found it significantly complex and not user-friendly.
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reviewer1805982 - PeerSpot reviewer
Apr 26, 2024
However, having more dashboards and customizable templates, specifically tailored for sales in Dynamics 365, would enhance its usability even further. Being able to create custom dashboards would be particularly beneficial.
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CC
Dec 19, 2023
The pricing must be improved.
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ShaheenKapery - PeerSpot reviewer
May 20, 2024
They could improve the product's integration with Teams for seamless collaboration and enhanced administrative functionalities to reduce manual tasks.
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AR
Jun 6, 2024
The solution needs an improved connection to AI.
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Show 4 more reviews (out of 14)

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