Home/CRM Software/Microsoft Dynamics 365 for Sales
Updated on: April 15, 2021
What is Microsoft Dynamics 365 for Sales ?
Microsoft Dynamics 365 for Sales - CRM Software : SaaSworthy.com
92% 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
(2,070 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.

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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, Washington
Deployment SaaS/Web/Cloud Category CRM Software

Microsoft Dynamics 365 for Sales Pricing

Pricing ModelFree Trial , Subscription
Dynamics 365 Sales Professional
$65 /User/Month

Features

  • Unlimited users
  • Lead and opportunity management
  • Marketing lists and quick campaigns
  • Products, price lists, and product bundles
  • Quotes, orders, and invoices
  • CPQ and data enrichment solution discovery
  • Live org charts
  • Business card scanner(Add-on)
  • Product taxonomy, relationships, and hierarchies
  • Cases
  • Microsoft Office 365 integration: (Outlook, Exchange, Excel, Teams, OneDrive / SharePoint, OneNote)
  • Export to Excel, advanced analytics with separate Power BI license
  • Real-time sales reports and dashboards
  • Application customizations: Limited
Dynamics 365 Sales Enterprise
$95 /User/Month

Features

  • Forecasting
  • Sales playbooks
  • Business card scanner
  • Competitors, sales goals, and territory management
  • Partner relationship management
  • Gamification
  • Knowledge management
  • Portals
  • Application customizations
  • Custom applications
  • Workflow automation
  • Assistant (base cards)
  • Assistant (within Dynamics 365 Sales)
  • Email intelligence (email engagement and email capture)
  • Predictive forecasting
  • Pipeline intelligence
  • Predictive scoring
  • Relationship analytics
  • Connection insights (who knows whom and talking points)
  • Notes analysis
  • Assistant (custom cards)
  • Assistant customization
  • Call transcription
  • Keyword, sentiment, and emotion analysis
  • Competitive products and brand analysis
  • Pipeline analysis
  • Seller behavior and top seller analysis
  • Coaching tools
  • Personalized seller dashboards
Microsoft Relationship Sales
$162 /User/Month

Features

  • Requires a 10-seat minimum
  • Embedded Sales Navigator in Dynamics 365 Sales
  • Activity sync from Sales Navigator
  • Accounts, leads, and contacts saved to Sales Navigator
  • PointDrive
Dynamics 365 Sales Insights
$50 /User/Month

Features

  • Includes 3 hours/user/month of conversation intelligence
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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 $50.00 per user per month. Microsoft Dynamics 365 for Sales has 4 different plans:

  • Dynamics 365 Sales Insights at $50.00 per user per month.
  • Dynamics 365 Sales Professional at $65.00 per user per month.
  • Dynamics 365 Sales Enterprise at $95.00 per user per month.
  • Microsoft Relationship Sales at $162.00 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

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Microsoft Dynamics 365 for Sales Reviews

OVERALL RATING
4.1
Based on 2,070 Rating(s)
Rating Distribution
  • 37.1 %
  • 38.1 %
  • 15.9 %
  • 5.4 %
  • 3.4 %
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Dhairay ASource : g2crowd.com
(Reviewed on 17 September 2020)
"Dynamic 365 sales-Amazing platform to increase sales productivity and revenue growth"

What do you like best?

It really helps gather all information about customer and help derive AI based insights based on their interactions, customer journey. it also helps in coaching sales reps and agents to lead better engagement with customers.It provides insights into performance of agents and helps the top level leadership evaluate their performance and take key business decisions.It is helpful in understanding the needs of customer and delivering solutions according to thier needs.Overall, it helps boost growth and revenue for the organisation.

What do you dislike?

It stores data on public cloud which can lead to data security issues and compliance issues which restricts people from storing all customer centric data at one place.It helps evaluate performance of agents but dies not base their performance on basis of potential clients and only on basis of targets achieved by them.

Recommendations to others considering the product:

It is really a dynamic platform that can be scaled at organisation level to perform various AI based analysis and help sales reps to track their performance. It is available in mobile application and on laptops as well. Overall, it is a great utility tool that helps track progress for an organisation sales management grwoth.

What problems are you solving with the product? What benefits have you realized?

cost effective customer relationship management tool. it is instrumental in helping coach sales rep and provide them feedback to improve their performance.It is customer focused and helps in automating daily tracking activities.

...more
User in Information Technology and ServicesSource : g2crowd.com
(Reviewed on 18 August 2020)
"It is Best for Sales pipeline management for entire organisation"

What do you like best?

Quota management is awesome it allows managers to keep track of sales up to date.

What do you dislike?

it should be little be user friendly at first you won't be able to perform all operations.

Recommendations to others considering the product:

Forecasting and reporting of sales and dynamic prediction of sales is very useful

What problems are you solving with the product? What benefits have you realized?

Sales pipeline management is best when we want to know probability of any stage of sales,ROI analytics is another best thing about MS 365 sales

...more
Edwards CSource : g2crowd.com
(Reviewed on 10 August 2020)
"Microsoft Dynamics 365 is automates customer relationship and is a business management software."

What do you like best?

Microsoft Dynamics 365 provides business management solution and is better than other CRMs that I have tried. Their team did their best effort to make it customized according to our system. I like its design best due to the simplicity. I have been using Microsoft Dynamics 365 for few years now and I noticed a lot of positive changes in it with time. With every update their team is trying to make the system better. The cost is very low as compared to its competitors it is 190$ per month. It integrates with Microsoft services and it was very helpful for me as i use it. It contains sales, marketing, finance and many more options. It enhanced our sales process for better and allowed us to make decisions in our favor. It also integrates with Office 365 so if your'e using it it will be really helpful for you to manage.

What do you dislike?

The uploading speed of Microsoft Dynamics 365 is slow and the mobile application doesn't run as smoothly as compared to the web version. The interface is not as smooth as required and the price is although affordable, is increasing with time. The dashboard is difficult to figure out and the UX is complex.

What problems are you solving with the product? What benefits have you realized?

Microsoft Dynamics 365's tool worked exactly the best for us and I cannot imagine working without it. Using it can be the first step to a successful business so I strongly suggest this to everyone

...more
User in Information Technology and ServicesSource : g2crowd.com
(Reviewed on 30 July 2020)
"Much cheaper and familiar interface than other on-premise CRM options"

What do you like best?

we don't need purchase infrastructure,it offers pay as you go service

What do you dislike?

Although it integrates with Azure, it still needs more Microsoft extensions to make it a true one-stop solution for some companies.

Recommendations to others considering the product:

it works same as locally and as well as in Cloud .it is pay as you go service.

What problems are you solving with the product? What benefits have you realized?

Easier information flow and good knowledge database useful for a good customer relationship

...more
User in Financial ServicesSource : g2crowd.com
(Reviewed on 27 July 2020)
"The advantages of adding Microsoft Dynamics 365 Sales to your team"

What do you like best?

I love how simple Microsoft Dynamics 365 Sales makes creating sales funnels and allows our team to find the decision makers in companies that will help us reach our goals.

What do you dislike?

Not much that I really dislike, I would say that it could be improved by helping our team come up with the best strategies to make meaningful relationships that will help us make sales.

What problems are you solving with the product? What benefits have you realized?

Microsoft Dynamics 365 Sales is giving our team the insights that we need to reach out to the write people. A big benefit is how it allows to organize and utilize our tools to stay focused and on track.

...more
Administrator in Information Technology and ServicesSource : g2crowd.com
(Reviewed on 20 July 2020)
"Easy to manage customers relationship"

What do you like best?

fetch XML button using excel sheets to download customers data

What do you dislike?

high costing and maintenance customer's data and relationship

Recommendations to others considering the product:

we can use for managing customers relationship easily and to maintain customers historical data

What problems are you solving with the product? What benefits have you realized?

manage ongoing relationships

...more
Mohsina HSource : g2crowd.com
(Reviewed on 18 July 2020)
"Easy to manage Customers data"

What do you like best?

Easy fetch data using fetch xml, which gets downloaded as file

What do you dislike?

we have change name of xlsx reports generated.

Recommendations to others considering the product:

Can use Microsoft Dynamic for maintaining CRM.

What problems are you solving with the product? What benefits have you realized?

Easy to manage Sales and Customers. Data is dynamic and gets updated easily.reports generation is amazing.

...more
aida ramazSource : financesonline.com
(Reviewed on 09 July 2020)
Its the best ERP with payroll and inventory management

PROS & CONS

What are the best aspects of this product?

Best ERP which is easy to customize with daily operations of the company.

Helps with timely payment of our employees with payroll management.

Reliable with inventory tracking and valuation

What aspects are problematic or could work better?

Effective ERP with intergrating all our department together into one using a single database.

What features/services would you like to see in future versions of this product?

Inventory control makes it effective with warehouse management.

Its very easy to customize with our daily business operations.

Intuitive user interface

What specific problems in your company were solved by this product?

Intergrating all the departments together helps with timely decision making.

Reliable with warehouse management.

Are you a current user of this product?

No

...more
Rowley NSource : g2crowd.com
(Reviewed on 07 July 2020)
"Microsoft Dynamics 365 Sales provides CRM solution for your company,"

What do you like best?

Microsoft Dynamics 365 Sales is used as a customer data base. The best feature of it and the one i found most efficient is advanced find. By using Microsoft Dynamics 365 Sales it is easy to track cases and form useful reports. It works on any type of device and the mobile application is very useful as it works the same as the desktop version. It works in low cost and produces large amount of profit. It automates the business process and the search feature produces results that are very much accurate. The interface is easy and the software overall is intuitive. The results produced are quick and the software can be customized according to your own needs. You can create your own dashboards and keep track of the customers.

What do you dislike?

Microsoft Dynamics 365 Sales doesn't offer a free trial so it can be difficult to evaluate if the customers want it or how it works for them. The price is 190$ per month and the cost per user is very expensive. The online version has some problems and their support team sometimes doesn't know about things so it can be annoying. It can slow at times so hinders the work. Some modules were not complete and it is not connected to Microsoft Outlook. The UI is complicated and confusing.

What problems are you solving with the product? What benefits have you realized?

Microsoft Dynamics 365 Sales is the best CRM i have tried and it provide solutions for our company problems so it is recommended for everyone who is looking for an efficient CRM.

...more
Shivnath MSource : g2crowd.com
(Reviewed on 14 May 2020)
"Why Dynamics365"

What do you like best?

Ease of use, an excel like experience; how well it connects/integrates with other surrounding Microsoft Applications like Outlook, SharePoint; finally what MS has done in the last 2-3 years by embedding all the AI and ML capabilities seamlessly - has become really a Power House of CRM software.

What do you dislike?

The performance at times; well you can't totally blame the software for that and it depends on the internal set up you have.

What problems are you solving with the product? What benefits have you realized?

1. Making the software/tool very simple and like-able so that sales people actually use it to enter the data which any given day is the biggest problem enterprises are facing.

2. Making the tool talk to other communication systems/applications where customer conversation is happening. Using Dynamics365 one can seamlessly connect CRM with communication and collaboration apps like Teams/Skype, document management solution like SharePoint, email solution like Outlook, and so on.

...more
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