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
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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

"...You can even customize your own workflows...." Peer review by Theresa K, Channel Manager, Information Technology and Services

Microsoft Dynamics 365 for Sales, Less Annoying CRM, ClickUp, Freshsales, Vtiger Sales CRM, 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 solutions does Microsoft Dynamics 365 for Sales provide for Engagement Management?

How does Microsoft Dynamics 365 for Sales facilitate Contact List Management?

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

What makes Microsoft Dynamics 365 for Sales ideal for Sales Document Management?

Why is Microsoft Dynamics 365 for Sales the best choice for Workflow Management?

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.

 

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Villa Finder - Hospitality

Microsoft Advertising helped Villa Finder, a premium villa rental service, solve low conversion rates caused by premium pricing and seasonal booking drops. Villa Finder used Responsive Search ads, Mu...ltimedia ads, and Audience Ad campaigns to reach high-intent audiences. Predictive targeting and exact match keywords improved campaign efficiency. The partnership led to a 25% increase in conversions and a 52% lift in clicks for their largest 2024 campaign. Microsoft Advertising also kept cost per acquisition strong and minimized seasonal lows.

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Microsoft Dynamics 365 Sales (CRM): Tutorial for Beginners

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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.

What are Microsoft Dynamics 365 for Sales alternatives?

Less Annoying CRM, ClickUp, Freshsales and Vtiger Sales CRM are popular alternatives for Microsoft Dynamics 365 for Sales.

Where is Microsoft Dynamics 365 for Sales located?

Microsoft Dynamics 365 for Sales is headquartered at Redmond, WA.
lightning

Peers used Microsoft Dynamics 365 for Sales for engagement management and contact list management

Microsoft Dynamics 365 for Sales Features

  • Low
  • Medium
  • High
FEATURE 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 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)

Software Failure Risk Guidance

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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

Microsoft Corporation News

Partnership

Nuvei expands partnership with Microsoft - FX News Group

Nuvei has expanded its partnership with Microsoft to enhance payment solutions. This collaboration aims to integrate Nuvei's payment technology with Microsoft's platforms, offering improved transaction capabilities for users.

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Partnership

DataSnipper Launches AI Extractions in Collaboration with Microsoft - PR Newswire

DataSnipper has launched AI Extractions in collaboration with Microsoft, enhancing document-heavy audit and finance workflows. This new capability, powered by Microsoft Azure, transforms unstructured documents into structured, traceable data directly in Excel, improving speed, accuracy, and control. The integration leverages AI to streamline processes, ensuring consistency and reducing manual work. Microsoft highlights the potential of Azure in enabling such innovative solutions.

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Executive

Apple AI Chief, John Giannandrea, Is Leaving, Microsoft Exec Joining - Business Insider

Microsoft executive is set to join Apple following the departure of Apple's AI chief, John Giannandrea.

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Product

eMazzanti Technologies Launches eBot: AI-Powered IT Support Assistant Built on Microsoft ...

eMazzanti Technologies has launched eBot, an AI-powered IT support assistant built on Microsoft Copilot Studio, integrated into Microsoft Teams. eBot provides 24/7 expert guidance, reducing support ticket volumes and enhancing productivity by offering real-time assistance for Microsoft 365 applications like Outlook and Excel. The service is available as a freemium offering, with customization options for businesses.

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Microsoft Corporation Profile

Company Name

Microsoft Corporation

Company Website

https://www.microsoft.com/en-us

Year Founded

1975

HQ Location

Redmond, WA

Employees

10001+

Social

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Financials

IPO