Sr. Manager, TMT Business Consulting (Focused on B2B Tech Product cos.) at IIM Lucknow Alumni Association
Real User
Top 5
2025-06-18T11:28:37Z
Jun 18, 2025
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.
Senior Achitect at a tech services company with 1,001-5,000 employees
Reseller
Top 10
2025-05-23T12:40:44Z
May 23, 2025
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.
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.
They could improve the product's integration with Teams for seamless collaboration and enhanced administrative functionalities to reduce manual tasks. Full integration with Teams and enhancements in administrative capabilities are key features that would be beneficial for future releases.
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.
Sales Manager Hybrid Cloud & Security at Silta
Real User
Top 10
2023-09-13T13:38:26Z
Sep 13, 2023
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.
Dynamics 365 Sales empowers teams with capabilities in lead management, scheduling, and workflow organization. Its Office 365 integration and comprehensive ERP features enhance productivity and control.Dynamics 365 Sales offers powerful tools for managing leads and customer interactions. Its integration with third-party apps and REST APIs simplifies workflows, providing comprehensive visibility and reliable performance. Teams benefit from its robust documentation and Power Platform...
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.
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.
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 not noticed anything that I would recommend for improvement so far.
They could improve the product's integration with Teams for seamless collaboration and enhanced administrative functionalities to reduce manual tasks. Full integration with Teams and enhancements in administrative capabilities are key features that would be beneficial for future releases.
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.
The product's pricing needs improvement.
The solution’s stability could be improved.
The pricing must be improved.
There's room for improvement in the pricing models.
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.