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
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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

"...Scheduling calls and followups were easily done...." Peer review by Harry P, Director of Sales and Marketing

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.

Comprehensive Insights on Microsoft Dynamics 365 for Sales Use Cases

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

How can Microsoft Dynamics 365 for Sales optimize your Contact List Management Workflow?

How efficiently Does Microsoft Dynamics 365 for Sales manage your Lead Tracking?

What solutions does Microsoft Dynamics 365 for Sales provide for Sales Document Management?

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

67+ more Business Use Cases

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.

Case Studies

Non-Profit Organization Management

CASE STUDY St John Ambulance

Microsoft Advertising helped St John Ambulance use generative AI tools to improve their digital advertising. The charity wanted to cut production costs, increase creative agility, and keep their bran...d consistent. With Ads Studio and Copilot, they made high-quality ad assets faster and cheaper. They used AI to create custom images for campaigns, showing products like AEDs in real-life settings. This made their ads more relevant and helped protect their brand identity.

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Retail

CASE STUDY Liverpool

Microsoft Advertising helped Liverpool, Mexico's largest department store chain, boost sales during their 'La Venta Nocturna' event. Liverpool used separate Search campaigns for Brand and Non-Brand t...actics and launched a detailed Performance Max campaign. These strategies increased online visibility and conversions. Liverpool generated over 128% revenue above their target. The campaigns delivered strong incremental revenue and return on ad spend.

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Apparel & Fashion

CASE STUDY s.Oliver

Microsoft Advertising helped s.Oliver run a festive campaign called 'Celebrate Togetherness.' The challenge was to manage high ad volume and connect with a broad audience during a short 14-day peak s...eason. s.Oliver used online video ads and impression-based remarketing on Microsoft Advertising. The campaign achieved a 10% lower CPM and a 50x higher CTR than other platforms. Impression-based remarketing lists delivered a 27% conversion rate, compared to 21% for in-market audiences.

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Information Technology and Services

CASE STUDY RelevanC

Microsoft Invest DSP helped RelevanC lower the carbon emissions of digital ad campaigns. RelevanC used A/B testing with GreenMetrics and Impact+ to optimize for low carbon impact. They targeted low e...mission websites, adjusted device and connection types, and set viewability thresholds. The solution cut power consumption by up to 8.2 times for IAB formats and 6.6 times for video. GEF emissions dropped by up to 10 times for IAB formats and 6.8 times for video, while ad performance stayed the same or improved.

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Hospitality

CASE STUDY Villa Finder

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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Consumer Electronics

CASE STUDY Samsung Electronics Germany

Microsoft Advertising helped Samsung Electronics Germany boost e-commerce sales with AI-powered advertising tools. Samsung used Performance Max and Microsoft Copilot to run smarter, multichannel camp...aigns. The solution used predictive targeting to reach more customers and improve ad relevance. Samsung worked with Starcom and relaunched campaigns for Black Friday 2024 with better goals and creative assets. The new approach helped Samsung expand market share and improve campaign performance.

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Video

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, Teamgate CRM, Monday Sales CRM and ClickUp 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

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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

DataSnipper and Microsoft bring AI to audit workflows - FinTech Global

DataSnipper and Microsoft have partnered to integrate AI agents into audit workflows, enhancing efficiency and compliance. These agents, developed on Microsoft Azure, will streamline tasks like document reviews and integrate with tools like Excel. This collaboration aims to transform audit processes with intelligent automation, reflecting a growing industry trend towards AI adoption.

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Product

Microsoft's AI CEO thinks Copilot will age and 'have a room that it lives in' | The Verge

Microsoft is advancing its AI assistant, Copilot, with a new feature called Copilot Appearance. This virtual character offers real-time expressions and conversational memory, aiming to create a personalized AI experience. Currently available for select users in the US, UK, and Canada, it represents Microsoft's ongoing efforts to enhance user interaction with AI.

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Company

Microsoft likely to sign EU AI code of practice, Meta rebuffs guidelines | Reuters

Microsoft is likely to sign the European Union's AI code of practice, which aims to help companies comply with the EU's AI rules. This voluntary code requires signatories to publish summaries of AI training content and adhere to EU copyright laws. Microsoft's President Brad Smith expressed support for the initiative, contrasting with Meta, which criticized the code for introducing legal uncertainties.

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Partnership

Accenture and Microsoft Expand Collaboration on Gen-AI Powered Cyber Solutions

Accenture and Microsoft have expanded their collaboration to develop generative AI-driven cybersecurity solutions. This partnership aims to enhance cybersecurity operations, reduce costs, and improve resilience for clients like Nationwide. The collaboration focuses on SOC modernization, automated data protection, security-centric migration, and enhanced IAM, leveraging Microsoft's security technologies and Accenture's expertise.

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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+

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Financials

IPO