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David Viana - PeerSpot reviewer
Cloud systems architect at Encamina
Real User
Top 5Leaderboard
Provides good documentation and integrates well with other solutions
Pros and Cons
  • "Dynamics 365 Sales is a stable solution with good documentation."
  • "The solution’s stability could be improved."

What is our primary use case?

We use Dynamics 365 Sales for integrations and API CRMs.

What is most valuable?

Dynamics 365 Sales is a stable solution with good documentation. It has good integration with Power Platform and other Microsoft solutions.

What needs improvement?

The solution’s stability could be improved.

For how long have I used the solution?


Buyer's Guide
Dynamics 365 Sales
March 2025
Learn what your peers think about Dynamics 365 Sales. Get advice and tips from experienced pros sharing their opinions. Updated: March 2025.
845,406 professionals have used our research since 2012.

What do I think about the stability of the solution?

I rate the solution a seven out of ten for stability.

What do I think about the scalability of the solution?

Dynamics 365 Sales is a scalable solution. Around 400 users are using the solution in our organization.

How are customer service and support?

The solution’s technical support is good.

How was the initial setup?

The solution’s initial setup is simple.

What's my experience with pricing, setup cost, and licensing?

The cost of the solution is very similar to that of other solutions like Salesforce CRM.

What other advice do I have?

Around six to ten people, including engineers and developers, are needed to deploy and maintain the solution. I would recommend the solution to other users.

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

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
reviewer1985925 - PeerSpot reviewer
Global Senior Product Marketing Manager - Services at a tech vendor with 5,001-10,000 employees
Real User
Top 20
Has a straightforward setup process and efficient features for customization
Pros and Cons
  • "It integrates well with other Microsoft products, enhancing sales workflow."
  • "The product's pricing needs improvement."

What is most valuable?

The most valuable feature is an easily obtainable total overview and customization flexibility.

What needs improvement?

The product's pricing needs improvement.

For how long have I used the solution?

We have been using Dynamics 365 Sales for half a year.

What do I think about the stability of the solution?

The platform is stable. We haven't encountered any bugs or glitches. I rate the stability an eight out of ten.

How are customer service and support?

Our executives who are training in Dynamics have used the technical support services. It works well.

Which solution did I use previously and why did I switch?

We used Salesforce before.

How was the initial setup?

The initial setup process is straightforward. It takes half an hour to complete.

What's my experience with pricing, setup cost, and licensing?

The platform is expensive.

What other advice do I have?

The platform helps streamline sales pipeline management by defining and tracking the process. The sales agent feature has had the most significant impact on sales productivity. It integrates well with other Microsoft products, enhancing sales workflow.

I rate it an eight.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Buyer's Guide
Dynamics 365 Sales
March 2025
Learn what your peers think about Dynamics 365 Sales. Get advice and tips from experienced pros sharing their opinions. Updated: March 2025.
845,406 professionals have used our research since 2012.
Head of .NET Department at Evozon
MSP
Top 5Leaderboard
Enables users to create reports easily and predict future demand
Pros and Cons
  • "The solution is fast."
  • "The pricing must be improved."

What is our primary use case?

Our sales team uses the solution. I use it to see reports on the sales funnel.

What is most valuable?

The solution is fast. The reports are easy to create. It is a reliable and configurable tool. It satisfies our needs.

What needs improvement?

The pricing must be improved.

For how long have I used the solution?

I have been using the solution for one and a half years. I am using the latest version of the solution.

What do I think about the stability of the solution?

I rate the product’s stability a ten out of ten.

What do I think about the scalability of the solution?

We didn't have any issues with scalability. I rate the scalability a ten out of ten. We have 12 users in our organization. We might decrease the usage of the product.

How was the initial setup?

The initial setup was not complicated. It was straightforward. The tool is cloud-based. The deployment can be done within a day. We need one person for deployment. One person maintains the solution every month.

What about the implementation team?

We deployed the product in-house.

What was our ROI?

We see value in the product. We have all the customers in one place, and we can run reports and predict our demand for the future.

What's my experience with pricing, setup cost, and licensing?

We pay the licensing fee every month. I rate the pricing a five out of ten.

What other advice do I have?

I recommend the tool to others. Overall, I rate the solution a ten out of ten.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
VP Sales at Zelite Solution
Real User
Top 5
AI features transform lead management and sales forecasting
Pros and Cons
  • "Dynamics 365 Sales assists in streamlining the sales cycle by reducing it by 30%."
  • "An area for improvement is the integration with WhatsApp. Currently, it is available only through a third party, which incurs additional costs."

What is our primary use case?

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.

What is most valuable?

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.

What needs improvement?

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.

For how long have I used the solution?

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

What do I think about the stability of the solution?

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.

What do I think about the scalability of the solution?

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.

How are customer service and support?

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.

How would you rate customer service and support?

Positive

Which solution did I use previously and why did I switch?

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.

How was the initial setup?

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.

What about the implementation team?

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.

What was our ROI?

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

What's my experience with pricing, setup cost, and licensing?

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.

Which other solutions did I evaluate?

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.

What other advice do I have?

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.

Which deployment model are you using for this solution?

Public Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Other
Disclosure: My company has a business relationship with this vendor other than being a customer: partner
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