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

"...Really good device for the management of the pipeline, the tracking of the deals...." Peer review by Kayat S, MACIF – Lead generator – Insurance

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 benefits does Microsoft Dynamics 365 for Sales offer for Engagement Management?

How does Microsoft Dynamics 365 for Sales address your Contact List Management Challenges?

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

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

How does Microsoft Dynamics 365 for Sales address your Workflow Management Challenges?

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.

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

  • 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

Product

Microsoft commits to Google's interoperability protocol for AI agents - CIO Dive

Microsoft has joined Google's Agent2Agent (A2A) interoperability standards, collaborating with over 50 technology leaders to advance open AI agent protocols. Microsoft will soon launch a public preview of Agent2Agent in Foundry and Copilot Studio, enabling enterprise users to build multi-agent workflows across Azure AI and partner tools.

Financial

What Microsoft's Q3 Showed About Tariffs, Cloud, AI, Partners: Analysis - CRN

Microsoft reported Q3 2025 revenue of $70 billion, a 15% year-over-year increase, surpassing expectations. The company highlighted sustained demand for AI and cloud products, ongoing partner program improvements, and acknowledged macroeconomic uncertainty, particularly regarding tariffs and future outlook.

Company

Microsoft announces new European digital commitments

Microsoft has announced new digital commitments in Europe, including expanded datacenter operations across 16 countries and a Digital Resilience Commitment. These initiatives aim to strengthen digital infrastructure, support data security, and enhance technology access for European businesses and communities.

Customer

Organisations receive 304 per cent ROI with Microsoft Azure Arc - Technology Record

Microsoft Azure Arc has delivered a 304% return on investment for organizations, according to a Forrester study. La Liga uses Azure Arc to enhance security for both in-person matches and digital environments. The study also reports a 30% improvement in IT operations and a 50% reduction in security risks with Azure Arc.

Microsoft Corporation Profile

Company Name

Microsoft Corporation

Year Founded

1975

HQ Location

Redmond, WA

Employees

10001+

Social

Financials

IPO