Microsoft Dynamics 365 for Sales Overview

This is a summary of the comprehensive capabilities and benefits of Microsoft Dynamics 365 for Sales based on over 5451 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.

Microsoft Dynamics 365 for Sales, Maximizer CRM, Vtiger all-in-one CRM, Copper, 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.

Do you need to check if Microsoft Dynamics 365 for Sales is right for your needs? Our Cuspera AI engine can evaluate how Microsoft Dynamics 365 for Sales fits your specific business needs, industry, and context. Get your personalized assessment report today.

Microsoft Dynamics 365 for Sales supports business activities such as:

  • Engagement Management
  • Contact List Management
  • Lead Tracking
  • Sales Document Management
  • Workflow Management

Microsoft Dynamics 365 for Sales can help you with many business goals, such as Enhance Customer Relationships, Acquire Customers, Increase Sales & Revenue, Improve ROI, Improve Efficiency, etc. It can help manage these activities if you use E-Mail for these needs. As a solution, Microsoft Dynamics 365 for Sales's capabilities include Dashboard, Recording, Personalization, etc.

Microsoft Dynamics 365 for Sales was founded in 1975. Information Technology and Services Vertical is its biggest customer base.

Reviews

"...Biggest benefit is account management, keeping track of lapsed customers and follow ups...." Peer review by Justin G, Regional Catering Sales Manager, Marketing and Advertising

Cuspera 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.

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)

"...Biggest benefit is account management, keeping track of lapsed customers and follow ups...."
engaging and following up

4.89/5 ★

Read Reviews (125)

"...Even more important than de solution itself is the commitment of the management to be a customer-oriented organisation and their power to engage the users...."
Contact List Management

4.92/5 ★

Read Reviews (142)

"...The storing, tracking and analyzing of customer and contact data...."
tracking contacts

4.94/5 ★

Read Reviews (29)

"...Managing service pipeline and tracking contacts made with clients and potential clients...."
contacts history

4.65/5 ★

Read Reviews (20)

"...We ve used it to track our client history on a national level across all locations...."
creating contact list

4.42/5 ★

Read Reviews (9)

"...But we do live in Dynamics for creating contacts, accounts, and leaving comments when someone is touched throughout the sales process...."
Lead Tracking with E-Mail

4.99/5 ★

Read Reviews (100)

"...We were also keeping track of opportunities and follow up with each of them...."
PEER EXPERIENCES
Engagement Management

4.92/5 ★

Read Reviews (176)

"...Biggest benefit is account management, keeping track of lapsed customers and follow ups...." Peer review by Justin G, Regional Catering Sales Manager, Marketing and Advertising
engaging and following up

4.92/5 ★

Read Reviews (125)

Contact List Management

4.92/5 ★

Read Reviews (142)

"...The storing, tracking and analyzing of customer and contact data...." Peer review by User
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)

"...We were also keeping track of opportunities and follow up with each of them...." Peer review by Harry P, Director of Sales and Marketing

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.

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.

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?

Maximizer CRM, Vtiger All-In-One CRM, Copper 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.

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)

Software Failure Risk Guidance

?

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