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.

Beyond what Dynamics 365 Sales currently provides, any improvement would require a combination of processes, changes, and user behavior modifications on our side coupled with the product. The product has launched numerous features, including AI capabilities, though I haven't found use for many of them.

Reducing feature bloat would be beneficial, especially considering different organizational needs. In a federated B2B company, CRM usage is limited to fundamental fields. Performance improvements, such as reducing field loading time from three seconds to one second, don't significantly impact average users.

In our B2B organization, which consists of numerous companies each generating several million dollars in revenue, teams only need 5-10 strong features. Additional features are primarily useful for central sales revenue operations teams handling reports and analysis. For average users in a B2B services organization, the current feature set is sufficient.

Over the last few months, we have received many AI features and co-pilot integration into Teams. However, additional CRM features are not necessary for our usage.

I have been using Dynamics 365 Sales for six months.

There were no challenges when Dynamics 365 Sales was deployed. I was part of the user group rather than the deployment effort. A large transformation team briefed us and demonstrated the system. The transition from SAP was welcome as Dynamics 365 Sales is significantly better. We now have mobile phone access and Teams integration, with an intuitive layout that is easier to handle.

We haven't experienced any significant problems. Any local issues have been resolved within two hours, making it quite reliable.

We have a global deployment across our organization in approximately 180 countries through Microsoft Azure cloud. We can all work together on the same Microsoft platform, accessing data from across the world on Dynamics 365 Sales by applying country filters.

The deployment team was substantial, with a central team managing deployment across 150 countries, consisting of approximately 20 to 30 people.

The overall technical support of Microsoft deserves a rating of 10 out of 10.

Positive

We previously used SAP, which was considerably more difficult to use. SAP lacked mobile phone access and Teams integration. Dynamics 365 Sales provides a more intuitive and efficient experience.

The deployment was actually a migration from SAP to Dynamics 365 Sales, conducted country by country. In the US, it took six to eight months. For India, the changeover was announced four months before implementation, with data migration taking approximately four months for that geography alone.

A central team managed the global deployment across 150 countries, comprising approximately 20 to 30 people.

We transitioned from SAP to Dynamics 365 Sales. The migration was smooth, and users appreciated the improved interface and functionality compared to SAP.

As a user, five essential features are sufficient rather than having 50 different options. In our business model, where individual businesses handle 10-20 high-value accounts, simplicity is key. The solution serves as a global record-keeping system for others to access information.

I would rate this solution 9 out of 10.

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.

An area for improvement is the integration with WhatsApp. Currently, it is available only through a third party, which incurs additional costs. If Microsoft could provide direct integration, it would better support customers, especially in the Indian market.

I have been working with Dynamics 365 Sales for more than a year.

The stability of Dynamics 365 Sales is high. Its stability rate is 99.9998%, which is crucial as any instability could disrupt access to vital information.

Dynamics 365 Sales is highly scalable, with a rating of ten out of ten. It is essential for any CRM implementation since it represents a substantial long-term investment. Dynamics 365 Sales is more scalable compared to Salesforce.

The technical support team is rated ten out of ten. They prioritize serious issues and try to resolve them as quickly as possible. My experience with them has been positive; they are always available to help when challenges arise during implementation.

Positive

Before using Dynamics 365 Sales, my company used Zoho CRM, which was replaced due to its complexity, dependability issues, and additional costs for report generation, which required dependence on an implementation partner. Dynamics 365 Sales is a no-code/low-code solution, eliminating many of these issues. Besides, the pricing of Zoho was a considerable factor in the decision to switch.

The initial setup of Dynamics 365 Sales is straightforward, with a difficulty rating of ten out of ten. A basic implementation can be up and running within five days with minimal customization. However, the deployment process can vary from five days to six months, depending on the complexity of the business.

Implementation for a standard project typically requires one business analyst, one developer, and one QA. For more complex deployments, a team of seven to eight resources is involved.

Our company reached the return on investment in just one and a half years after implementation, with improvements in productivity, efficiency, and overall outcomes.

The pricing for Dynamics 365 Sales seems justified based on its capabilities. The list price is $150 per user per month, though my company pays $105 per user per month for 20 users. Compared to other options, Dynamics 365 Sales is less expensive than Salesforce and more than Zoho, but given the integrity, scalability, and features, it is a justifiable cost.

I evaluated Salesforce and Dynamics 365 Sales before choosing Dynamics. Though Salesforce is a leader in the CRM industry, Dynamics offered a more cost-effective alternative with more relevant features for our needs.

I recommend Dynamics 365 Sales for its scalability and stability. For any CRM implementation, it is imperative to choose a solution that will be scalable for long-term use. Dynamics 365 Sales has proven to offer substantial improvements in managing customer journeys and sales cycles. It deserves a rating of ten out of ten.

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.

This is my opinion about Microsoft: their products are good, but they put substantial investment in sales to show it is a good product. However, when you try to access the documentation, it is high-level, and when you encounter a big problem, you cannot find a solution.

You get more answers from the community than from Microsoft support itself.

For Power Automate, there is a limit per action, and there are limits related to the APIs. You struggle when trying to scale because you reach the limit. This is the main issue.

They advise about using Power Automate, but it is not suitable for large scale operations. 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. We are migrating everything related to Power Automate to use asynchronous plugins because they run on the server side and will not hit this limitation due to the API of Power Automate. With Power Automate, it is no-code, drag and drop functionality that can be built rapidly. However, when running in production, it is more suitable for mid-size and small companies, not for large-scale scenarios where you deploy a solution for a big company.

I have been dealing with this tool for two and a half years.

It is useful. However, the big issue is with integration because there are many limits on APIs. The main issue about scaling is that if you have a customer with high volume, you can struggle with migrating data and supporting daily activity. The customer is in B2C and they have many operating companies around the world generating big traffic on orders and contacts. Because of the API limits, the throughput is not good. We have compared the throughput of the e-commerce part against the throughput of the CRM and struggled with that.

We are integrating with systems of record, ERPs, WMS, and many other systems. It is a huge client with many subsidiaries around the world, and each operating company has its specific tools, such as SAP, other ERP open-source solutions, or Dynamics. Each operating company has its own solution. They are trying to integrate with this CRM, which is a centralized solution, along with the e-commerce.

I would rate the scalability of Dynamics 365 Sales a six or five out of ten.

I would rate their technical support a seven out of ten.

Neutral

I have not tried other solutions such as Salesforce. For that reason, I will try another solution where I can rely on the cloud but have much better control of the scalability. I might consider an open-source CRM that I can deploy on a Kubernetes cluster.

I am curious about what options Salesforce offers. For my next experience, I will not advise a company to rely on Dynamics 365 Sales.

I would rate Dynamics 365 Sales a six or seven out of ten. It fits the scenario of a small company or mid-size company with some business logic. However, when you start to work on customization for a large-scale company, it does not fit this scenario currently. I have shared this feedback with Microsoft and their support team.

They are having a copilot for sales, but the issue is the price. If you match the price against the added value, and consider that everything related to the contact center needs additional purchases, such as Genesis, for your contact center, it becomes problematic. They do not have a solution to erase contacts from mailboxes or external tools. They do not have enough control of contact quality. There is significant room for improvement in this area to grant contact quality and control data quality for phone numbers, ensuring they meet standards such as ISO for phone numbers. To have this, you need to invest in custom connectors and third-party solutions to plug with Dynamics 365 Sales.

They need to find the right use case. Everyone is trying to sell AI everywhere, but AI will not match every use case. There are cases when AI is better, but there are other cases where an old solution with old software fits better than relying on AI.

Regarding pricing, I am not aware of the details as another team manages that aspect. My customer is dealing with Microsoft's sales team to try to get them to accept doing some beta tests to receive offers or discounts on the price. I focus on the technical part rather than the sales part.

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.

The biggest challenge that people had was the simplicity that something like Salesforce offers, which Dynamics 365 Sales didn't really have. I don't know if that's the case anymore, but that's something I used to hear a lot from customers.

It's very structured, and the out-of-the-box functionality is very limited, meaning you have to do a lot of customizations. With Salesforce, you can do many things out of the box. I believe that's the reason, though I haven't really probed deeper into this.

I've been dealing with this product for about 6 months now.

I haven't seen any issues around deployment. I believe it is scalable enough.

It is definitely stable and scalable, and the uptime is clearly defined, so I don't think that's really a challenge.

I haven't seen any issues around scalability. I believe it is scalable enough.

My experience with customer service has been positive, though this is limited to my conversations with customers.

Positive

It's a combination of different scenarios. There are clients who have it on-premise who want to move to Cloud, which is the Dynamics 365 Sales version. Some customers who are on other solutions and want to move are also looking at Dynamics 365 Sales. Recently, I haven't seen many Dynamics on-premise solutions, as most conversations have been around Dynamics 365 Sales.

ROI is a perspective. Every solution claims to save time, money, and provide productivity savings. It obviously depends on the use cases that you are driving. If you have the right use cases, I believe it does provide good ROI.

It is affordable, and what I've seen is a lot of SME customers, small and medium enterprises, tend to go with Dynamics 365 Sales over anything else, which indicates that it's more affordable than some other solutions in the market.

I haven't looked at Salesforce versus Dynamics 365 Sales too technically, so I cannot really answer that question.

I work as a service provider and consultant, predominantly using Microsoft Teams. While I don't directly use Dynamics 365 Sales, I do have knowledge about these products and discuss them on projects I'm doing for customers. I give Dynamics 365 Sales a rating of 7 to 8 out of 10.

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.

There's room for improvement in the pricing models.

We have been using it for a year.

I would rate its stability capabilities nine out of ten. We haven't faced any issues with it.

The scalability of these solutions is impressive. Operating on the cloud, we've simply acquired the necessary licenses, and the solution seamlessly expands without any limitations. There's a substantial user base, totaling around five hundred or more. I would rate it nine out of ten.

The support they provide is quite commendable. When I was exploring various features of Office 365, being relatively new to it, I encountered a few challenges. Upon raising a support ticket on the Microsoft platform, I not only received prompt emails but also phone calls and engaging sessions. The Microsoft support engineers proved to be very helpful, and I appreciated their structured escalation metrics. Starting with basic assistance, they escalate the ticket to senior technicians if needed, ensuring comprehensive problem resolution. Another notable aspect is the abundance of Microsoft support resources, including videos, articles, and documentation, providing ample guidance for users. The support system offers a wealth of information, making it a valuable resource for problem-solving. I would rate it nine out of ten.

Positive

When comparing the interface experiences of Oracle ERP, SAP, and Dynamics 365, I find that Dynamics 365 stands out with its user-friendly interface. It's not only easy for me to navigate but also simple to comprehend, making it accessible for new users to grasp the features and functionalities.

The pricing is challenging, which is particularly relevant for countries like Pakistan and others with limited budgets. Due to pricing and licensing constraints, there are many excellent Microsoft products that we find challenging to incorporate into our usage despite their potential value.

Overall, I would give it an eight out of ten. The main factor influencing this rating is the vastness of Microsoft's platform, which is unparalleled in the software industry. It owns an extensive range of products and services, such as Office, HVAC, Vodaccell, Teams, OneDrive, SharePoint, Dynamics, and more. The beauty lies in the seamless integration of these platforms under a single sign-on and single company umbrella. Whether it's an essential application or an add-on, Microsoft offers a comprehensive suite of products at a comparatively affordable price when compared to other companies.

We use the Dynamics 365 Sales solution for support, sales management, and managing our customer opportunities. Whenever a new opportunity arises on the customer side, it is opened in Dynamics Sales. At this stage, we utilize tools like Commitments, Upside, and Closest. We focus on following up on leads and opportunities within Dynamics. Each call with the account manager and the sales team contributes to this process. The sales team is utilizing the solution aspect of this process. We have set targets that need to be met, aligned with our quarterly objectives.

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. For instance, when creating new opportunities or leads within Dynamics, seamless integration with our pricing software streamlines our workflow, saving valuable time. The availability of REST APIs makes integration flexible and accessible to a wide range of users. We are already using Office 365 in our corporation. We are utilizing all its features such as login device management, Intune, Sentiment, System, and Teams.

Dynamics 365 Sales is very effective. I've been using it for two years now to track my sales targets, and the operation runs smoothly. It's straightforward to understand the needs and opportunities. 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.

I've been using Dynamics 365 Sales for two years.

The solution is stable. There is no interruptions or major incidents.

The solution is scalable because these systems are working on Azure cloud systems. It have known limitations of scalability or availability.

Our product management teams using the support. If you have any issue, you get support from the Microsoft.

Dynamic 365 is very feasible to use.

The initial setup is not straightforward as it needs Office 365.

You need to get license per user. You can enable and disable ASGAR model.

Iinitiating ten meetings for customer onboarding can be seamlessly integrated within the system. From email correspondence to other related tasks, Dynamics 365 facilitates a comprehensive approach throughout the year. It's crucial from the outset of implementation. 

Overall, I rate the solution an eight out of ten.

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.

While Dynamics 365 Sales is an excellent product overall, there is room for improvement in enhancing certain reporting features or providing even more flexibility in customization. One additional area for improvement in Dynamics 365 Sales is cost; making it more budget-friendly would be beneficial. I find Microsoft Power Platform more cost-effective. As for additional features, improved integration options with different systems, beyond Microsoft 365, would be valuable for our organization.

I have been working with Dynamics 365 Sales for a year.

I find the stability of Microsoft Dynamics with Power Platform preferable. Having implemented SAP solutions for 365 years, I appreciate the flexibility that Dynamics offers, making it a more adaptive and versatile solution in comparison to SAP. I would rate the stability as a nine out of ten.

I would rate scalability around seven out of ten if the deployment timeline is one to three months. However, if the deployment period extends to six months, I would rate the scalability around five or six, which could still be sufficient. At our company, we use Dynamics 365 Sales daily.

The technical support for Dynamics Sales is generally good. The assistance provided has been helpful and responsive when needed. I would rate the support as an eight out of ten.

Positive

Before Dynamics Sales, I used SAP solutions while working as a consultant. I switched to Microsoft Dynamics because it is more cost-effective and offers greater flexibility.

I would rate the easiness of the initial setup as a five out of ten. It was a bit complex. Setting up Dynamics 365 faced challenges, especially when integrating with our financial system. It was more complex than implementing Microsoft Sales Dynamics on its own. The difficulty mainly arose during external system integration, particularly with financial systems. For the initial deployment, we needed one person skilled in business analytics or a business architect.

Deployment takes from one to three months. The deployment process involves creating two spaces—one for the production system and another for customization. I also use a third space for testing. Customizations are created in one space and moved to the sandbox or production system for testing. Version control for containers is crucial for maintaining control over customized features in the production system. In the production system, only business processes are used, and end-users don't have permission to customize. I engaged an integrator for the deployment process.

I would rate the costliness of Dynamics Sales at around eight out of ten. It is considered expensive in the Ukrainian market, especially when compared to alternatives like Microsoft Power Platform, which offers a more cost-effective solution for databases and standard processes.

Before implementing Dynamics 365 Sales, my advice would be to take the help course provided by Microsoft, not just for consultants but for the entire team, including end-users and managers. Discuss business processes together in a common language to create a more collaborative and effective solution. Overall, I would rate Dynamics 365 Sales as a nine out of ten.

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.

I have not noticed anything that I would recommend for improvement so far.

I have used the solution for four or five years.

I usually do not face any bugs and would give it a high rating. Most of my requirements from an integration and functionality standpoint were correct from day one. We shared our requirements, and they fixed them, so we did not experience the need to go back and forth, noticing changes or functionalities. It was smooth.

We did not have a previous solution. We used other collaborative tools like Microsoft Teams and an internally developed, customized system. We shifted from the custom-made environment to Microsoft Dynamics.

I give this solution a rating of nine out of ten based on my experience and the areas I connect to. I subtract one point since I do not know about the costs. From my perspective, it is an effective tool, and I recommend using it from a user standpoint.

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 found it significantly complex and not user-friendly. Providing improvements such as better integration with Outlook or email systems to avoid manual copying of text would be beneficial, as well as adding dictation functionality and leveraging AI tools like ChatGPT for different tasks.

I have used it for five years.

It is a stable solution. We faced only one or two instances that required updates. I would rate it nine out of ten.

Scalability is a strong advantage of a CRM system. There are no limits, even with a hybrid solution it can easily scale without any issues.

It was difficult to create the ticket and rely on a support desk to resolve the issue. There was a slight disconnection with Microsoft in terms of immediate assistance.

Neutral

The initial setup was dissatisfactory and difficult. We faced numerous interfaces and customization requirements that made the system challenging to navigate. I would rate it two out of ten. 

I didn't have experience with the implementation process but I heard that it was complex, took a lot of time and it was costly.

There are other CRM solutions available, such as Salesforce and Odoo, which are considered to be better in terms of user-friendliness.

In terms of maintaining and securing records, I would recommend relying on this CRM, as it would eliminate the risk of losing valuable data. It is crucial to primarily evaluate backup features and security measures before opting for the right solution. I would rate it seven out of ten.

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. 

The solution needs to include accurate and free online tutorials. 

I have been using the solution for three years. 

The tool is stable. 

The solution is scalable. My company has 50 users. 

Dynamics 365 Sales' deployment is easy.

The tool's deployment steps can be found online, and you can deploy it yourself by following it.

I rate the product a nine out of ten.