Dynamics 365 Sales Reviews

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.

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.

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.

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.

I work at a company focused on managing sales and customer connectivity.

Microsoft 365, in its entirety, provides a collaborative environment that allows me to connect to multiple tools, including email, drive, and cloud hosting folders. It is well-connected, with integration capabilities that work well with other systems. The solution is collaborative with many integrations, and it is scalable.

Dynamics 365 Sales helps to record and report daily sales 

Dynamics 365 Sales has a sales feature that is easy to use. It is easy to understand and use.