Home CRM Microsoft Dynamics 365 for Sales

Microsoft Dynamics 365 for Sales: Use-Cases, Insights and Reviews | 2026 Cuspera

Name: Microsoft Dynamics 365 for Sales
Brand: Microsoft Dynamics 365 for Sales
Rating: 3.82 (5451 reviews)

3.82 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

(5451)

Sales Force Automation | Microsoft Dynamics 365

AI Powered

Microsoft Dynamics 365 for Sales Overview

Microsoft Dynamics 365 for Sales utilizes AI and automation to enhance deal closures. Features include conversation intelligence, opportunity scoring, and collaboration tools.

Use Cases

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

Other use cases:

Sales Document Management
Workflow Management
Lead Management
Communication Management
Forecasting
Collaboration
Relationship Management

See all use cases See less use cases

Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have 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

Microsoft Dynamics 365 for Sales Use-Cases and Business Priorities: Customer Satisfaction Data

Microsoft Dynamics 365 for Sales works with different mediums / channels such as E-Mail.

Microsoft Dynamics 365 for Sales's features include Dashboard, Recording, Personalization, etc. and Microsoft Dynamics 365 for Sales support capabilities include AI Powered, Phone Support, Email Support, etc. also Microsoft Dynamics 365 for Sales analytics capabilities include Analytics, and Custom Reports.

Reviews

"...Additionally, it is easy to write solutions and plug-ins to accomplish specific tasks and/or add capabilities - for example, my company has a dozen or so "PowerPacks" that enable email campaigns with full tracking, surveys, event planning and registration, billing/credit cards, barcoding, document sharing and a bunch of other stuff and all the activities and data are automatically tracked in CRM...." Peer review by Tim P., Research

Microsoft Dynamics 365 for Sales, Less Annoying CRM, Teamgate CRM, monday sales CRM, ClickUp, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

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

Microsoft Dynamics 365 for Sales is popular in Information Technology And Services, Computer Software, and Marketing And Advertising and is widely used by Mid Market, Small Business, and Enterprise.

Microsoft Dynamics 365 for Sales Customer wins, Customer success stories, Case studies

What Are the key features of Microsoft Dynamics 365 for Sales for Engagement Management?

Microsoft Dynamics 365 For Sales Engagement Management facilitates customer interaction tracking and follow-up procedures, providing insights into sales performance and customer engagement. The system assists with task management and lead nurturing while enabling sales and marketing teams to monitor progress through the sales funnel. Limitations include performance issues and a lack of automation for lead nurturing and follow-up activities.

"...With all these features it can help improve sales, customer service and overall business engagement...." Peer review by Judy Z, Sales Assistant

Read Reviews

How can Microsoft Dynamics 365 for Sales enhance your Contact List Management process?

Microsoft Dynamics 365 for Sales provides a centralized repository for managing client information, including contacts, roles, company notes, campaigns, and opportunities. It serves as a comprehensive contact hub for clients and prospects, enabling efficient account and contact management. However, the program's effectiveness is limited by the level of adoption and data input across the organization.

"...Ability to view and record many aspects of donor history including event participation, purchase/giving history, contact information, previous emails/letters, etc...." Peer review by Jas B, Major Events Specialist, Non-Profit Organization Management

Read Reviews

What makes Microsoft Dynamics 365 for Sales ideal for Lead Tracking?

Microsoft Dynamics 365 For Sales provides comprehensive lead tracking capabilities. This includes managing contacts, tracking opportunities, and scheduling resources. The system facilitates lead distribution, conversion tracking, and sales deal tracking.

"...It is doing wonders for me as the the sales manager, allowing me to track leads and ensure that each salesperson has ultimate accountability on each lead...." Peer review by Executive Sponsor

Read Reviews

What Are the key features of Microsoft Dynamics 365 for Sales for Sales Document Management?

Microsoft Dynamics 365 for Sales enables users to manage the sales lifecycle by creating and tracking quotes, orders, and contracts. It simplifies the process of generating quotes, searching for past interactions, and managing opportunities. This software has a limitation as it does not allow users to attach multiple quotes to an opportunity.

"...We are tracking successes and failures on customer quotes...." Peer review by Barry M., Strongwell

Read Reviews

How efficiently Does Microsoft Dynamics 365 for Sales manage your Workflow Management?

The system facilitates the organization and management of sales processes. It offers customization options for creating workflows and tailoring the user interface. The system allows for specific workflow applications to be purchased individually, rather than requiring the entire suite. The system's workflow capabilities may not be as robust or straightforward as some competitors.

"...CRM allows us to add as many industries as needed and it has really helped with work-flow and cut down on confusion...." Peer review by Kassi P, Administrative Assistant - IURC Water/Communications/Information Technology Divisions

Read Reviews

11 buyers and buying teams have used Cuspera to assess how well Microsoft Dynamics 365 for Sales solved their CRM needs. Cuspera uses 5451 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

More Microsoft Dynamics 365 for Sales Customer Stories...

Microsoft Dynamics 365 Sales (CRM): Tutorial for Beginners

Frequently Asked Questions(FAQ)

for Microsoft Dynamics 365 for Sales

What is 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.

What is Microsoft Dynamics 365 for Sales used for?

Microsoft Dynamics 365 for Sales is a CRM Software mainly used by its customers to Enhance Customer Relationships and Acquire Customers by Engagement Management, Contact List Management and Lead Tracking .

What are the top features of Microsoft Dynamics 365 for Sales?

Dashboard, Recording and Personalization are some of the top features of Microsoft Dynamics 365 for Sales.

Who uses Microsoft Dynamics 365 for Sales?

Microsoft Dynamics 365 for Sales is used by Information Technology And Services, Computer Software and Marketing And Advertising among other industries.