Home/CRM Software/Microsoft Dynamics 365 for Sales
Updated on: May 30, 2020
What is Microsoft Dynamics 365 for Sales ?
Microsoft Dynamics 365 for Sales - CRM Software : SaaSworthy.com
View Gallery
89% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

Microsoft Dynamics 365 for Sales

Integrates all your CRM function
(581 Ratings) Write Review

Dynamics CRM is a powerful software with a number of tools that help in making the customer-facing functions of business easier. Microsoft Dynamics CRM delivers a wide range of CRM via five individual apps - Customer Service, Sales, Field Service, Marketing, Project Service Automation that work in integration. It aims at centralizing customer informations, automating marketing informations, tracking sales opportunities, analyzing data and enabling a responsive customer service. All of these functions ensure that you are never out on any growth opportunity by maximizing your business relationships.

FOLLOWERS
29,642

Microsoft Dynamics 365 for Sales Features Show All Features

Microsoft Dynamics 365 for Sales Technical details

Support Business Hours Online Customer Type Large Enterprises Medium Business Small Business
API Location / Phone Number Redmond, WA / +1 (877) 276-2464
Deployment SaaS/Web/Cloud Category CRM Software

Microsoft Dynamics 365 for Sales Pricing

Pricing ModelFree Trial , Subscription
Customer Engagement Plan
$115 /User/Month

Features

  • Sales : $95
  • Customer Service : $95
  • Project Service Automation : $95
  • Field Service : $95
  • Marketing : $750
  • Microsoft Relationship Sales Solution : Add-on : From $130
  • Customer Service Insights : $75
  • Microsoft Forms Pro
  • PowerApps for Dynamics 365
  • Flow
Unified Operations Plan
$190 /User/Month

Starts From $190 per User per Month

Features

  • Finance and Operations
  • Retail : From $170
  • Talent : From $40
  • Microsoft Forms Pro
  • PowerApps for Dynamics 365
  • Flow
Dynamics 365 Plan
$210 /User/Month

Features

  • Includes features of Customer Engagement Plan, plus
  • Sales : $95
  • Customer Service : $95
  • Project Service Automation : $95
  • Field Service : $95
  • Marketing : From $750
  • Microsoft Relationship Sales Solution - Add-on : From $130
  • Customer Service Insights : $75
Non-profit Organizations
Custom

The software offers Non-profit Organizations pricing plan on basis of request.

Screenshot of the Vendor Pricing Page
Microsoft Dynamics 365 for Sales Pricing
View Full Screen

Disclaimer: The pricing details were last updated on 18/05/2018 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Microsoft Dynamics 365 for Sales FAQs

Microsoft Dynamics 365 for Sales is CRM Software. Microsoft Dynamics 365 for Sales offers the following functionalities:

  • Contact Management
  • Call Logging
  • Product Catalog
  • Lead Scoring
  • Project Management
  • Marketing Automation
  • Customer Support
  • List Management
  • Quotes (Proposals)

Learn more about Microsoft Dynamics 365 for Sales features.

The pricing for Microsoft Dynamics 365 for Sales starts at $115.00 per user per month. Microsoft Dynamics 365 for Sales has 3 different plans:

  • Customer Engagement Plan at $115.00 per user per month.
  • Unified Operations Plan at $190.00 per user per month.
  • Dynamics 365 Plan at $210.00 per user per month.

No, Microsoft Dynamics 365 for Sales does not offer a free plan.

Learn more about Microsoft Dynamics 365 for Sales pricing.

Yes, Microsoft Dynamics 365 for Sales provides API.

Ask the Community View Community

Microsoft Dynamics 365 for Sales Alternatives Microsoft Dynamics 365 for Sales Alternatives

91% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
monday.com
(2139 RATINGS)
monday.com
Monday.com makes capturing leads and nurturing them an easy process by offering a CRM that takes just minutes to set up. The software also makes it extremely...
Visit Website
98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Zoho CRM
(3287 RATINGS)
Zoho CRM
Zoho CRM helps businesses of all size in maintaining a high standard of customer relations with its feature-rich software. The multichannel support feature...
Visit Website
Microsoft Dynamics 365 for Sales vs Zoho CRM
97% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Salesforce
(6138 RATINGS)
Salesforce
An all-in-one customer relations management software that provides excellent features to sell, market and service your products. With the help of its...
Visit Website
Microsoft Dynamics 365 for Sales vs Salesforce
97% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
HubSpot CRM
(3784 RATINGS)
HubSpot CRM
A forever-free customer relationship management software that provides solution to all your CRM needs. HubSpot CRM automates the tasks for your sales people...
Visit Website
Microsoft Dynamics 365 for Sales vs HubSpot CRM
94% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Freshsales
(515 RATINGS)
Freshsales
A software designed to meet the CRM needs of all types of businesses with its powerful features and tools which handles your customers and potential leads to...
Visit Website
Microsoft Dynamics 365 for Sales vs Freshsales
93% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
PipelineDeals
(611 RATINGS)
PipelineDeals
PipelineDeals is a Sales CRM that has contact management feature to increase sales and services for small and midsize businesses. Manage contacts, generate and...
Visit Website
Microsoft Dynamics 365 for Sales vs PipelineDeals
92% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
bpm’online CRM
(200 RATINGS)
bpm’online CRM
bpm’online CRM is a leading low-code, process automation and CRM company. Today, that company serves thousands of customers worldwide. bpm’online CRM’s...
Visit Website
Microsoft Dynamics 365 for Sales vs bpm’online CRM
92% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
SugarCRM
(322 RATINGS)
SugarCRM
SugarCRM is a CRM solution that tries to keep things as simple as possible with a clean and intuitive interface that gives you access to the main features as...
Visit Website
Microsoft Dynamics 365 for Sales vs SugarCRM
92% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Pipedrive
(3217 RATINGS)
Pipedrive
A CRM software built with intuitive interfaces, clean layouts and a simple user experience to help you manage your customer relations efficiently. An easy to...
Visit Website
Microsoft Dynamics 365 for Sales vs Pipedrive
92% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Copper (ProsperWorks CRM)
(603 RATINGS)
Copper (ProsperWorks CRM)
A productivity tool that comes equipped with several sales features like online CRM, real estate CRM, healthcare CRM, sales forecasting, sales enablement etc....
Visit Website
Microsoft Dynamics 365 for Sales vs Copper (ProsperWorks CRM)
92% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Act!
(367 RATINGS)
Act!
Act! CRM is designed keeping in mind the needs of small size and mid size businesses to build lasting relationships with their customers. The software lets you...
Visit Website
Microsoft Dynamics 365 for Sales vs Act!

Microsoft Dynamics 365 for Sales Reviews

OVERALL RATING
3.9
Based on 581 Rating(s)
Rating Distribution
  • 373
  • 134
  • 43
  • 24
  • 7
SHARE YOUR EXPERIENCE Write a Review
Sort By
Filter by Source
Verified UserSource : trustradius.com
(Reviewed on 04 March 2020)
Microsoft Dynamics 365 Review

Use Cases and Deployment Scope

Dynamics 365 is currently used as a company-wide CRM for the management of our sales metrics, customer contact, and database. It is widely used by upper management to track the "health" of their pipelines and sales goals. Lower-level employees use it daily to keep track of customers and data entry. It has been a great tool for running various queries to view performance. Very easy to use.

Pros and Cons

  • Query searches.
  • Great user experience and design.
  • Displaying data in various charts.
Edit
  • Global search function tends to freeze a lot.
  • Linking emails to certain leads/opps could be improved in both Outlook and Dynamics.

Likelihood to Recommend

Well suited for companies with products to sell products instead of services. Well suited for users who are familiar with Excel.

Not well suited for companies who need high levels of customization to their CRM and data.
Read this authenticated review

...more
Kenyata GarnerSource : trustradius.com
(Reviewed on 25 February 2020)
Whether start up, small or well established....Microsoft has the software you need to expand, enhance, and take your business to the next level.

Use Cases and Deployment Scope

We started off using Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) as both my business partner and I have used numerous Microsoft products in various positions and companies we worked for. When we decided to start our own business, which is still in the startup stages, we all agreed that Microsoft Dynamics 365 would be the best choice and provide us with the best tools we needed for data, our business insight. UPDATE*********We are still using this software and have found it to be very useful in and for our business matters and needs. We are now a little more seasoned if you will and find it to be a vital necessity for our company.

Pros and Cons

  • We haven't jumped into the marketing as much as we would like but what we have seen and anticipate it will work great.
  • The sales module works great.
Edit
  • The layout can be a little better as far as navigation.
  • Pricing

Likelihood to Recommend

I think that whether you are a start-up, small business, or large business, this software will work for you if you customize it to your specific needs. It is easy to use, and training is a breeze. Onboarding, even for us still in the starting stages, has been smooth, and we anticipate immense growth in the coming years, so that is important to us.
Read Kenyata Garner's full review

...more
Verified UserSource : trustradius.com
(Reviewed on 20 February 2020)
Dynamic reporting and customer service

Use Cases and Deployment Scope

Microsoft Dynamics 365 is being used across our organization from development to project management. When our school has large projects, we like them to go through the pipeline process. It helps track project tickets for our facilities and IT departments, as well as helping us keep track of donor leads and alumni.

Pros and Cons

  • Large user group network with great customer service support!
  • Reporting
Edit
  • Sometimes the processing and saving seems to be slow.
  • Email - several technical issues

Likelihood to Recommend

Microsoft Dynamics 365 is well suited If you want to use something with great Outlook integration. Our facilities department can schedule projects and program meetings to make sure that our school projects stay on the desired timeline. And we can keep track of the project with programmed emails and internal communication notes using this.
Read this authenticated review

...more
Patrick StephensSource : trustradius.com
(Reviewed on 18 February 2020)
Dynamics - Perfect for a Seasoned Team with Low Turnover

Use Cases and Deployment Scope

I was asked to address the growing separation of marketing and sales at a local school (so, in this sense, sales will be considered Admissions). I needed to do several things 1) turn focus towards the completion of the job (leaving the small, menial tasks to the machine), 2) coordinate a way for both marketing and admissions to work together, knowing how well the other department is doing without interference, and 3) ensure quality standards were met when employee retention was a major issue. Microsoft Dynamics was used briefly through a sister account to observe how new employees would take to it, as well as see how currently long-time employees would take to it (reverting to old ways or moving towards the product).

Pros and Cons

  • Data unification - "one stop shop"
  • Adaptable pay structure, with customization options
Edit
  • Not new user friendly, nearly impossible to train someone new in it without them losing interest

Likelihood to Recommend

All told, if it hadn't been for the fact that we were testing it with both employees who knew CRM lingo and those who were new, we wouldn't have found such an issue. The program itself can be very useful for people who already manage CRMs, who know how to use them, who know how to run and manage employees on them, namely because of the "one-stop-shop" concept in data visibility. When it came down to it though, if you have high-turnover, then this product will devolve into only being used for it's base components. Down the middle, we found that the people who'd been in marketing for 4-5 years fell into the product easily because of the way it was written. Everyone before that, with novice experience, thought it was written like a textbook for a graduate class - little to no leeway if you don't happen to know one specific term.
Read Patrick Stephens's full review

...more
Verified UserSource : trustradius.com
(Reviewed on 18 February 2020)
easy to train and create custom documentation

Use Cases and Deployment Scope

This was part of a custom CRM application for a vanity cosmetic surgical organization. We were brought in to work with on site developers to create custom training and deploy the product nationally. We fielded questions from users, worked with developers to tweak the system, and promote the benefits to the population to garner buy in for the process change. This was an extreme overhaul of process.

Pros and Cons

  • Easily customizable
  • Scalable
Edit
  • Not a complete con - but it did have a different look than what they used before

Likelihood to Recommend

It works well when you have a development team on site or dedicated to the project. There are necessary updates/features that you don't anticipate in planning. Having trained developers ready to make changes is key.
Read this authenticated review

...more
Verified UserSource : trustradius.com
(Reviewed on 27 January 2020)
Microsoft is hard to beat

Use Cases and Deployment Scope

It is being used across our whole organization, and it helps to bridge some communication problems and usually works pretty adequately. It definitely helps us to track leads, but sometimes we have issues with the cloud updating that may not be related to the program and just might be our system.

Pros and Cons

  • Great for tracking metrics.
  • Helps people stay organized.
Edit
  • The interface isn't as friendly when accessed on a Mac, but not bad.
  • It has a lot of functionality and sometimes it is difficult to find the exact one you are looking for.

Likelihood to Recommend

It has great integration with our software, but do your research on how it integrates with your specific software. Microsoft Dynamics is constantly being updated and the customer service is excellent. It is a nice comprehensive CRM solution all-in-all. It is very efficient compared to other systems I have evaluated, and is what I recommend to customers.
Read this authenticated review

...more
Verified UserSource : trustradius.com
(Reviewed on 20 January 2020)
The fast and easy way to set up your customer analytics and loyalty management

Use Cases and Deployment Scope

Microsoft Dynamics is mainly used by the Marketing Department of our organization. Its main purpose is to provide the back end for our mobile app and to manage loyalty programs. Also it provides reports and dashboards based on customer transactions. It helped set up our customer relations base and reach our guests.

Pros and Cons

  • It has a solid structure to set up customer and loyalty analytics.
  • It provides a good amount of reports that could be customized and extended easily.
Edit
  • Export of some large reports can be problematic and you may have to divide reports into smaller chunks.
  • Navigation in the report pages can be difficult.

Likelihood to Recommend

Microsoft Dynamics CRM is well suited to establish a basic standard customer relations and analytics structure. Many of the basic concepts are ready and could be customized with less effort to start analyzing your customer behaviors and prepare your strategy to keep existing base as well as extend your customer access. It has good integration especially with Excel where you can analyze live data from CRM.
Read this authenticated review

...more
Jarrod MobleySource : trustradius.com
(Reviewed on 20 January 2020)
Dynamic is Dynamite!!

Use Cases and Deployment Scope

Microsoft dynamics is being used by our company by sales, operations, and admin support employees. Dynamics helps sales track new prospects and house historically relevant data to reengage old prospects and new. Sales process is tracked from start to completion of sale and handed off to operations for implementation. Operations can then see all bites attached to assist in converting over to client status.

Pros and Cons

  • Customizable
  • Fast
Edit
  • Entering data can be tedious. Mass information entering isn’t very easy.
  • With customization can also come with more steps to enter some data.

Likelihood to Recommend

Compared to Salesforce, I love the ability for sales reps to edit and delete information. Salesforce did not have that flexibility for me in past roles. I also think that the reporting options are fantastic. I can easily create custom views so the I can find relevant and usable data.
Read Jarrod Mobley's full review

...more
Sara RogersSource : trustradius.com
(Reviewed on 17 January 2020)
Dynamics CRM for the win

Use Cases and Deployment Scope

Microsoft Dynamics CRM is the software we use to manage our clients and prospect data and where sales keeps track of opportunities and tracks pipeline, etc. It's also now where our support team tracks support tickets. We have found that the CRM has helped us build stronger relationships, improve productivity and performance and give our staff a single view into the complete activity for any given account or contact. We integrate it with our campaign management platform (Marketo) as well as our sales enablement platform (Seismic) so our entire sales organization (account execs, demo, implementation) can easily see how marketing is also interacting or influencing the buyer journey.

Pros and Cons

  • Integrations
  • Customer engagement
Edit
  • Not particularly strong in completeness of vision
  • Higher priced than competition

Likelihood to Recommend

The system does everything we need it to. We (as marketers) use it to find out about clients and prospects given it's tracking engagement and opportunities for all of our product lines across the organization. It's also tracking (in some cases) which campaigns or trade shows a specific client or prospect has attended that we have also exhibited at. Further cementing that our audiences attend xyz events and showing we need to continue to engage in these events to engage and influence like minded individuals with the same pain points.
Read Sara Rogers's full review

...more
Kenyata GarnerSource : trustradius.com
(Reviewed on 17 January 2020)
Whether start up, small or well established....Microsoft has the software you need to expand, enhance, and take your business to the next level.

Use Cases and Deployment Scope

We started off using Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) as both my business partner and I have used numerous Microsoft products in various positions and companies we worked for. When we decided to start our own business, which is still in the startup stages, we all agreed that Microsoft Dynamics 365 would be the best choice and provide us with the best tools we needed for data, our business insight, and needs. We use this tool for marketing, our customer service, and sales, to name a few.

Pros and Cons

  • We haven't jumped into the marketing as much as we would like but what we have seen and anticipate it will work great.
  • The sales module works great.
Edit
  • The layout can be a little better as far as navigation.
  • Pricing

Likelihood to Recommend

I think that whether you are a start-up, small business, or large business, this software will work for you if you customize it to your specific needs. It is easy to use, and training is a breeze. Onboarding, even for us still in the starting stages, has been smooth, and we anticipate immense growth in the coming years, so that is important to us.
Read Kenyata Garner's full review

...more
Read All Reviews

Videos on Microsoft Dynamics 365 for Sales

Microsoft Dynamics 365 for Sales Screenshots

Dynamics 365
Dynamics 365
Dynamics 365