About Microsoft Dynamics 365 for Sales

Microsoft Dynamics 365 for Sales is a sales automation and forecasting business application that is part of the Dynamics 365 platform. It enables salespeople to build strong relationships with their customers, take actions based on insights, and close sales faster.

Microsoft Dynamics 365 for Sales keeps track of accounts and contacts, nurtures sales from lead to order, and creates sales collateral. Microsoft Dynamics 365 for Sales capabilities include enabling smarter selling with contextual AI, empower sellers to build relationships, boost sales productivity with seamless tools, improve coaching and sales performance, increase sales profitably with advanced insights, innovate with sales solutions built to evolve and more.

Microsoft Dynamics 365 for Sales API Access, Cadence, Contact Management, Contract Management, Database Management, Funnel Reporting, Integrations, Partner Tracking, Performance Reporting, Pipeline Management, Product & Price Control, Sales Gamification, Quotation Handling, Task Assignment, Territory/Quota Management, Cloud, On-premise and more. It creates marketing lists and campaigns, and even follows service cases associated with specific accounts or opportunities. The Unified Interface framework uses responsive web design principles to provide an optimal viewing and interaction experience for any screen size, device, or orientation.

Cuspera Reviews

Cuspera curates public sources on the Interest such as peer reviews, customer case studies and testimonials and expert blogs along with software vendor provided installation data to help you assess how well Microsoft Dynamics 365 for Sales solves your CRM needs.

Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities peers achieved using Microsoft Dynamics 365 for Sales.

Other priorities:

  • Increase Sales & Revenue
  • Improve ROI
  • Improve Efficiency
  • Improve Internal Communications
  • Scale Best Practices
  • Improve Visibility
  • Improve Stakeholder Relations
  • Grow Market Share
  • Increase Customer Life Time Value
  • Launch New Products
  • Manage Risk
  • Enter New Markets Internationally Or Locally
See all business priorities See less business priorities

Use Cases

Peers recommend Engagement Management , Contact List Management , Lead Tracking , as the business use cases that they have been most satisfied while using Microsoft Dynamics 365 for Sales.

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES RATINGS CUSTOMER AND EXPERT EXPERIENCES
Engagement Management

4.92/5

Read Reviews (176)

"...The product offers a variety of features that can improve your sales, customer service and overall business engagement...." Peer review by Scott A, Office Services Coordinator, Insurance
engaging and following up

4.92/5

Read Reviews (125)

Contact List Management

4.92/5

Read Reviews (142)

"...We are using a plugin to gain insights into customers/potential customers such as contacts and company data...." Peer review by Barry M., Strongwell
tracking contacts

4.92/5

Read Reviews (29)

contacts history

4.92/5

Read Reviews (20)

creating contact list

4.92/5

Read Reviews (9)

Lead Tracking with E-Mail

4.99/5

Read Reviews (100)

"...I the initial dashboard is really nice and easy to keep track of opportunities from emails...." Peer review by User
PEER EXPERIENCES
Engagement Management

4.92/5

Read Reviews (176)

"...The product offers a variety of features that can improve your sales, customer service and overall business engagement...." Peer review by Scott A, Office Services Coordinator, Insurance
engaging and following up

4.92/5

Read Reviews (125)

Contact List Management

4.92/5

Read Reviews (142)

"...We are using a plugin to gain insights into customers/potential customers such as contacts and company data...." Peer review by Barry M., Strongwell
tracking contacts

4.92/5

Read Reviews (29)

contacts history

4.92/5

Read Reviews (20)

creating contact list

4.92/5

Read Reviews (9)

Lead Tracking with E-Mail

4.99/5

Read Reviews (100)

"...I the initial dashboard is really nice and easy to keep track of opportunities from emails...." Peer review by User

67+ more Business Use Cases

Our AI advisor, Wyz, harnessed 5451 insights from peers and experts to help you assess how these Microsoft Dynamics 365 for Sales use cases fit your CRM needs.

Popular Business Setting

for Microsoft Dynamics 365 for Sales

Top Industries

  • Information Technology and Services
  • Computer Software
  • Marketing and Advertising

Popular in

  • Mid Market
  • Small Business
  • Enterprise

Peers used Microsoft Dynamics 365 for Sales to Enhance customer relationships and Acquire customers

Peer and Expert Opinion on Features

for Microsoft Dynamics 365 for Sales

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Dashboard

4.16/5

Read Reviews (152)
Recording

3.85/5

Read Reviews (118)
Personalization

3.84/5

Read Reviews (95)
Ticketing

4.40/5

Read Reviews (34)
Templates

4.33/5

Read Reviews (23)
FEATURES RATINGS AND REVIEWS
Dashboard

4.16/5

Read Reviews (152)
Recording

3.85/5

Read Reviews (118)
Personalization

3.84/5

Read Reviews (95)
Ticketing

4.40/5

Read Reviews (34)
Templates

4.33/5

Read Reviews (23)

IT and Other Capabilities

for Microsoft Dynamics 365 for Sales

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Export

3.98/5

Read Reviews (379)
Data Import

3.59/5

Read Reviews (766)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Export

3.98/5

Read Reviews (379)
Data Import

3.59/5

Read Reviews (766)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Phone Support

4.63/5

Read Reviews (47)
Email Support

4.38/5

Read Reviews (43)
Chat Support

4.23/5

Read Reviews (33)
24/7 Support

3.79/5

Read Reviews (605)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Phone Support

4.63/5

Read Reviews (47)
Email Support

4.38/5

Read Reviews (43)
Chat Support

4.23/5

Read Reviews (33)
24/7 Support

3.79/5

Read Reviews (605)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

4.64/5

Read Reviews (19)
Analytics

4.85/5

Read Reviews (185)
Custom Reports

3.87/5

Read Reviews (732)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

4.64/5

Read Reviews (19)
Analytics

4.85/5

Read Reviews (185)
Custom Reports

3.87/5

Read Reviews (732)

Failure Risk Guidance Security Report

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for Microsoft Dynamics 365 for Sales

Overall Risk Meter

Low Medium High

Top Failure Risks for Microsoft Dynamics 365 for Sales

Vendor Profile Details

Company Name

Microsoft

Year Founded

1975

HQ Location

Redmond, WA

Employees

10001+

Social

Financials

IPO