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Dynamics 365 Sales Logo

Dynamics 365 Sales pros and cons

Vendor: Microsoft
4.3 out of 5
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Pros & Cons summary

Dynamics 365 Sales efficiently manages follow-ups and integrates seamlessly with Microsoft products, boosting sales workflows. Remote access enables mobile productivity, while AI capabilities provide valuable insights. Microsoft 365 enhances collaboration through combined tools, though integration with Teams could improve. Pricing and WhatsApp integration need refinement. Reducing feature bloat is essential for varied needs. Improved AI connection and control over costs are recommended for better usability.

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Prominent pros & cons

PROS

Dynamics 365 Sales enables effective management of follow-ups for leads and potential opportunities.
Dynamics 365 Sales integrates seamlessly with other Microsoft products, enhancing sales workflow and expanding capabilities through Azure and Microsoft Office 365.
Dynamics 365 Sales aids in streamlining the sales cycle, potentially reducing it by 30%, with AI providing valuable customer insights.
Dynamics 365 Sales offers robust integration with third-party tools and customizable pricing to suit specific business needs.
Dynamics 365 Sales provides remote access capabilities, allowing efficient work from mobile devices.

CONS

Dynamics 365 Sales needs accurate and free online tutorials.
There's room for improvement in the pricing models of Dynamics 365 Sales, as making it more budget-friendly would be beneficial.
Improving Dynamics 365 Sales integration with Teams to enhance collaboration and reduce manual tasks would be advantageous.
The integration with WhatsApp needs enhancement, as it currently relies on a third party, incurring additional costs.
Reducing feature bloat in Dynamics 365 Sales, especially considering different organizational needs, would be beneficial.
 

Dynamics 365 Sales Pros review quotes

FC
May 23, 2025
The AI provides insights about the customer.
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SG
Jun 18, 2025
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.
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BN
Mar 31, 2025
Dynamics 365 Sales assists in streamlining the sales cycle by reducing it by 30%.
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Buyer's Guide
Dynamics 365 Sales
June 2025
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Andrei Pozdniakov - PeerSpot reviewer
Jan 5, 2024
The most valuable features of Dynamics 365 Sales for us are the standard functional power platform applications for business processes.
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reviewer2710545 - PeerSpot reviewer
May 26, 2025
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.
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IlyasAhmad - PeerSpot reviewer
Nov 9, 2023
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.
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Freddy Aben - PeerSpot reviewer
Sep 13, 2023
It allows effective management of the follow-ups of leads and potential opportunities.
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reviewer1805982 - PeerSpot reviewer
Apr 26, 2024
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.
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CC
Dec 19, 2023
The solution is fast.
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ShaheenKapery - PeerSpot reviewer
May 20, 2024
Dynamics 365 Sales facilitates remote access, allowing sales teams to work efficiently from mobile devices.
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Dynamics 365 Sales Cons review quotes

FC
May 23, 2025
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.
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SG
Jun 18, 2025
Reducing feature bloat would be beneficial, especially considering different organizational needs.
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BN
Mar 31, 2025
An area for improvement is the integration with WhatsApp. Currently, it is available only through a third party, which incurs additional costs.
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Buyer's Guide
Dynamics 365 Sales
June 2025
Free Report: Dynamics 365 Sales Reviews and More
Learn what your peers think about Dynamics 365 Sales. Get advice and tips from experienced pros sharing their opinions. Updated: June 2025.
DOWNLOAD NOW
860,592 professionals have used our research since 2012.
Andrei Pozdniakov - PeerSpot reviewer
Jan 5, 2024
Making it more budget-friendly would be beneficial.
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reviewer2710545 - PeerSpot reviewer
May 26, 2025
It's very structured, and the out-of-the-box functionality is very limited, meaning you have to do a lot of customizations.
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IlyasAhmad - PeerSpot reviewer
Nov 9, 2023
There's room for improvement in the pricing models.
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Freddy Aben - PeerSpot reviewer
Sep 13, 2023
I found it significantly complex and not user-friendly.
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reviewer1805982 - PeerSpot reviewer
Apr 26, 2024
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.
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CC
Dec 19, 2023
The pricing must be improved.
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ShaheenKapery - PeerSpot reviewer
May 20, 2024
They could improve the product's integration with Teams for seamless collaboration and enhanced administrative functionalities to reduce manual tasks.
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