[Home](https://www.selecthub.com/) \> [Sales Force Automation](https://www.selecthub.com/category/sales-force-automation/) \> [Sales Force Automation Software](https://www.selecthub.com/c/sales-force-automation-software/) \> Dynamics 365 Sales Categories: * [Sales Force Automation Software](https://www.selecthub.com/c/sales-force-automation-software/) * [CRM Software](https://www.selecthub.com/c/crm-software/) * [Financial Services CRM Software](https://www.selecthub.com/c/financial-services-crm-software/) * [Sales Acceleration Software](https://www.selecthub.com/c/sales-acceleration-software/) * [...](#) ## What Is Dynamics 365 Sales? **Industry Specialties:** Automotive, Government, Healthcare, Manufacturing, Financial Services, Retail Microsoft Dynamics 365 Sales is an all-around CRM solution within the broader Dynamics 365 ecosystem. It stands out for its deep integration with Microsoft's productivity suite and AI capabilities through Microsoft Copilot. Key strengths include integrated communication channels that connect Teams, email and SMS in one interface, keyword tracking for call intelligence, opportunity management across multiple pipelines and customizable product catalogs. It also excels at report generation, forecasting and workflow automation through Power Automate. Mobile functionality is extensive, with most desktop features available on iOS and Android apps. Dynamics 365 Sales is primarily suited for mid-size to enterprise organizations, particularly those already invested in the Microsoft ecosystem. Businesses with complex sales processes, multiple product lines or sales teams with 10+ members can benefit most from its extensive customization options. User feedback highlights the system’s customization capabilities, feature set and integration with the Microsoft ecosystem. However, many have reported the system's slow performance, unintuitive interface and steep learning curve. Pricing starts at $65 per user per month (billed annually), placing it as a premium solution next to competitors like [Salesforce Sales Cloud](https://www.selecthub.com/p/crm-software/salesforce-sales-cloud/), [Oracle Sales Cloud](https://www.selecthub.com/p/crm-software/oracle-sales-cloud/) and [SAP Sales Cloud](https://www.selecthub.com/p/sales-force-automation-software/sap-sales-cloud/). Beyond Microsoft's own apps like Teams, Outlook and Power BI, Dynamics integrates with third-party tools such as [Tableau](https://www.selecthub.com/p/business-intelligence-tools/tableau/), [Mailchimp](https://www.selecthub.com/p/marketing-automation-software/mailchimp/), [ActiveCampaign](https://www.selecthub.com/p/marketing-automation-software/activecampaign/), [Slack](https://www.selecthub.com/p/collaboration-software-tools/slack/) and [Zoom](https://www.selecthub.com/p/business-phone-systems/zoom/). **Our Research Process for Dynamics 365 Sales** I took a hands-on approach by signing up for the free trial and installing the mobile app. I also gathered insights from user reviews on G2 and Capterra and interviewed actual users of the platform. To round out my understanding, I examined case studies, analyzed comparative CRM data from our selection platform, and watched product demos and tutorials. This approach helped me evaluate the Dynamics 365 Sales’ performance across various business scenarios. PRICE $ $ $ $ $ COMPANY SIZE S M L DEPLOYMENT PLATFORM [ Try Before You Buy. Request a Free Demo Today! Request Demo It's completely free! ](https://pmo.selecthub.com/get-product-demo/?category=Sales+Force+Automation+Software&product%5Fname=Dynamics%2B365%2BSales&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fp%2Fsales-force-automation-software%2Fdynamics-365-sales%2F&product%5Flogo=https%3A%2F%2Fcdn.selecthub.com%2Fproducts%2Fba347fcc9a79fb74e95670b24848164f-701fd727a086d85ec457f42ce9e22f5c%2Fresources%2Fnormal%2Flogo.png%3F1693317989) [Contributors](#view-contributors) ![Anjali Krishna]() Written by Anjali Krishna Technical Content Writer [Read Bio ](https://www.selecthub.com/author/anjali-krishna/) ![Pooja Verma]() Edited by Pooja Verma Content Editor [Read Bio ](https://www.selecthub.com/author/pooja-verma/) User Sentiment i ![User satisfaction level icon: great]() Based on 8967 reviews: Add your rating: ![Screenshots]()![Screenshots]()![Screenshots]() Product Screenshots and Videos ## #4 Dynamics 365 Sales is ranked #4 on the top 10 Sales Force Automation Software leaderboard based on a comprehensive analysis performed by SelectHub research analysts. Compare the leaders with our In-Depth Report. [Get the Report Now ](https://pmo.selecthub.com/request-custom-scorecard?category%5Fslug=sales-force-automation-software&product%5Fslug=dynamics-365-sales&page%5Ftype=product&slug=dynamics-365-sales&product%5Fname=Dynamics+365+Sales&category=Sales+Force+Automation+Software&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fp%2Fsales-force-automation-software%2Fdynamics-365-sales%2F) ## Dynamics 365 Sales Pricing Based on our most recent analysis, Dynamics 365 Sales pricing starts at $65 (Per User, Monthly). [Get Price Quote](https://pmo.selecthub.com/get-product-pricing/?category=Sales+Force+Automation+Software&product%5Fname=Dynamics%2B365%2BSales&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fp%2Fsales-force-automation-software%2Fdynamics-365-sales%2F&product%5Flogo=https%3A%2F%2Fcdn.selecthub.com%2Fproducts%2Fba347fcc9a79fb74e95670b24848164f-701fd727a086d85ec457f42ce9e22f5c%2Fresources%2Fnormal%2Flogo.png%3F1693317989&price=2) Price $ $ $ $ $ i Starting From $65 Pricing Model Per User, Monthly Free Trial 30 Days - [Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Dynamics+365+Sales&category=Sales+Force+Automation+Software&product%5Flogo=https://cdn.selecthub.com/products/ba347fcc9a79fb74e95670b24848164f-701fd727a086d85ec457f42ce9e22f5c/resources/normal/logo.png?1693317989) ## Training Resources Dynamics 365 Sales is supported with the following types of training: Documentation In Person Live Online Videos Webinars ## Support The following support services are available for Dynamics 365 Sales: Email Phone Chat FAQ Forum Help Desk Knowledge Base Tickets Training 24/7 Live Support ## Dynamics 365 Sales Benefits and Insights Why use Dynamics 365 Sales? ### Key differentiators & advantages of Dynamics 365 Sales * **Streamline Communication with Integrated Channels:** According to our data, Dynamics 365 Sales ranked highest among the CRMs we analyzed for communication channels. With Microsoft Teams Phone integration, all call activities display directly on record timelines, with support for voicemail, recording and transcription. You can further improve customer interactions using the Enhanced Email Experience and built-in SMS functionality. * **Track Key Conversation Insights:** The platform earned a perfect 100 from our analysts for its keyword tracking feature. As you monitor customer calls, it automatically identifies important keywords and competitor mentions. The conversation intelligence feature then gathers this valuable data and presents it on your dashboard, helping you make strategic decisions. * **Improve Opportunity Management:** Dynamics 365 Sales lets you easily convert positive campaign responses into sales opportunities. With automatic campaign association, you get better attribution tracking throughout the sales process. By configuring and analyzing multiple sales pipelines, you can gain full visibility across your entire sales cycle from lead to close. * **Customize Product Management Workflows:** You can create standalone products or organize your catalog using hierarchical product families and detailed information fields. When managing opportunities, you can quickly add existing catalog products or create write-in products, which automatically transfer to any associated quotes. ### Industry Expertise Dynamics 365 Sales serves small, medium and large businesses across industries such as automotive, government, healthcare, manufacturing, financial services and retail. ## Dynamics 365 Sales Reviews Based on our most recent analysis, Dynamics 365 Sales reviews indicate a 'great' User Satisfaction Rating of 85% based on 8967 user reviews from 5 recognized software review sites. ![User satisfaction level icon: great]() 8967 reviews 85% of users would recommend this product ### Synopsis of User Ratings and Reviews Based on an aggregate of Dynamics 365 Sales reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst. #### Pros * **Integrations:** Dynamics 365 Sales seamlessly connects with other Microsoft products, including Power BI, Azure and Office 365, creating a unified system for your operations. * **Customization:** The CRM offers extensive customization options, including Microsoft Power Apps support, personalized dashboards, custom reports and workflows. * **Lead Tracking:** It allows sales teams to monitor lead progression from initial contact to conversion with detailed activity logs and engagement insights. **What Users Like** * **Analytics:** “Dynamics 365 is reliable when it comes to analytics. It integrates with Power BI, allowing for incredibly detailed reporting and data visualization” - [Stephen Do](https://www.linkedin.com/in/stephendo88/), Shopify Partner and Founder of [UpPromote](https://uppromote.com/) * **Integrations:** “If your team already works with Outlook, Teams and Power BI, it connects everything smoothly. Emails, meetings and deal updates sync automatically, which saves a ton of time.” - [Nirav Chheda](https://www.linkedin.com/in/nchheda/), Co-Founder and CEO at [Bambi NEMT](https://www.hibambi.com/) #### Cons * **Performance Issues:** The system occasionally experiences slowdowns that can impact workflow during peak usage periods. * **User Interface:** The complex interface with multiple options and views makes navigation difficult for new users trying to locate specific features or information. * **Learning Curve:** Due to its extensive feature set and customization options, users require significant training time to become proficient with the platform. **What Users Dislike** * **Business Size:** “This isn’t a plug-and-play CRM for Shopify merchants looking to get started quickly. It’s for businesses that already have a structured sales team, need advanced automation and have the resources to build out custom workflows. If your store is at the Shopify Plus level and you need a system that ties into broader business operations, Dynamics 365 can be great. But for smaller merchants, it might feel like using a sledgehammer to crack a nut.” - Stephen Do, Shopify Partner and Founder of UpPromote * **User Interface:** “The UI could use some improvements — it’s functional, but not as smooth or modern as some of the newer CRMs out there.” - Nirav Chheda, Co-Founder and CEO at Bambi NEMT #### Researcher's Summary: After testing Dynamics 365 Sales, I have mixed feelings about this CRM. Setting up the free trial was challenging. Since Dynamics 365 is an expansive ecosystem, configuring the environment and assigning user roles and permissions was complicated. On the positive side, the Microsoft ecosystem integration is seamless. The platform connects easily with Teams, Outlook and other Microsoft tools, creating a unified working environment. Copilot, Microsoft's AI assistant, is quite helpful – it summarizes records, schedules meetings and makes information more accessible. For businesses considering Dynamics 365 Sales, [EPAM](https://www.epam.com/)’s experience offers a real-world example. With over 50,000 employees across 55 countries, they switched from an outdated on-premises Dynamics CRM to Dynamics 365 Sales to unite their global sales team. Previously only 70% of teams used the system, while others relied on disconnected tools like Jira and HubSpot, making it hard to track sales funnels. After going live in June 2023 with 600 trained users, EPAM adopted Microsoft Copilot for Sales, reducing administrative tasks and giving reps more time for customer interactions — leading to early improvements in sales outcomes. You can customize the system to handle most business requirements, though this often requires technical expertise. For large enterprises with IT resources, this flexibility is valuable. Cost-effectiveness varies greatly by organization size. For companies with fewer than 5,000 contacts, the difference between Dynamics 365 and more affordable CRMs may not justify the premium price. The licensing structure is also notoriously complex, often requiring guidance from certified partners. Technical glitches were unfortunately common throughout my testing. For example, the Email Engagement feature was missing from the desktop version but accessible through the mobile app. This inconsistency was confusing. The system runs noticeably slow, with considerable lag when switching between tabs or accessing different workspaces. For a premium-priced solution, this was particularly disappointing. At first glance, the user interface appears simple and clean. In reality, many functions are hidden within nested menus, making navigation problematic. The learning curve is steep, likely requiring extensive training to fully implement the platform's capabilities. I noticed some practical limitations as well. There's no built-in reminder option for pending tasks, and duplicate leads occur frequently. Users report that customer support is difficult to access and slow to resolve issues, with the system apparently favoring certified implementation partners for support access. Dynamics 365 Sales is a powerful but complicated CRM that’s ideal for larger organizations with technical resources and implementation partners. While it offers a variety of features and excellent Microsoft ecosystem integration, its performance issues, complex interface and setup difficulties make it less suitable if you run a smaller business or want an intuitive, out-of-the-box solution. ## Key Features * **Reporting:** Using the Report Wizard functionality in Power Apps, you can generate detailed Fetch-based reports with charts and tables while easily configuring properties like report name and selected data rows. By integrating with Power BI, your reporting capabilities expand further, allowing the customization of process reports in an attached workspace. * **Custom Apps:** It’s easy to build tailored business apps with Microsoft Power Apps, as it directly connects to data stored in Microsoft Dataverse or various online and on-premises data sources like Dynamics 365\. The intuitive design environment lets you create solutions without requiring extensive coding knowledge. * **Workflow Rules:** By implementing Microsoft Power Automate, you can streamline your processes through various flow types — cloud flows that trigger automatically, desktop flows for repetitive task automation and business flows guiding users through predefined steps. Within these flows, you can define stages containing logical groups of steps representing data entry points. * **Quotes and Order Management:** When converting quotes to orders with a single click, the system automatically transfers all contents to the order record while simultaneously closing the original quote for clean record-keeping. Whether creating quotes directly from opportunities with prefilled details or manually generating orders by specifying customer information and price list details, the entire process remains fluid and interconnected. * **Sales Forecasting:** Through customizable forecast configurations based on revenue or quantity, you can define the forecast type, hierarchy, access permissions and specific details in the forecast grid for maximum relevance. After activation, your entire sales team gains visibility into revenue projections, quantity estimates and pipeline forecasts, with additional API options available for uploading specialized forecast data when needed. * **Lead Management:** Through intelligent assignment rules, leads are automatically distributed to your sales team while being generated from multiple sources, such as website opt-in pages, email queries or imports from various file formats. As the system collects data, predictive lead scoring calculates scores based on historical information, prioritizing the most promising opportunities. * **Mobile App:** The native iOS and Android apps keep you connected while on the go, allowing you to join customer meetings via Microsoft Teams and sync notes directly to relevant records. The app notifies you of important events while providing instant access to critical meeting information and contact details. ## See It in Action: Testing Enhanced Email Experience Since Dynamics 365 scores high for its unified communication channels, I decided to test the Enhanced Email Experience feature. I wanted to try the Microsoft Teams integration, too, but it needs an organization-level license. Finding my way around the free trial, I noticed right away how slow Dynamics is. Opening the trial account itself took several minutes to load completely. And it doesn't stop there — switching between tabs takes noticeable seconds each time and even longer when trying to access more complex sections like Workspace or Sequences. This sluggishness became a consistent theme throughout my testing experience. For the Enhanced Email Experience test, I started by turning on all the features to make sure I could evaluate the complete functionality. 1\. In the bottom left corner, under **Sales**, I clicked **App Settings**. ![Dynamics 365 For Sales Screenshot 1](https://www.selecthub.com/wp-content/uploads/2025/04/Dynamics-365-Sales-Free-Trial-2.jpg) 2\. In **App Settings**, under **Productivity tools**, I turned on **Enhanced email for timeline**. ![Dynamics 365 For Sales Screenshot 2](https://www.selecthub.com/wp-content/uploads/2025/04/Dynamics-365-Sales-Free-Trial-3.jpg) 3\. Again, under **Sales**, I clicked **Sales Insights settings** and turned on **Email engagement**. All this setup to write and track a simple email seemed like too many steps. ![Dynamics 365 For Sales Screenshot 3](https://www.selecthub.com/wp-content/uploads/2025/04/Dynamics-365-Sales-Free-Trial-4.jpg) ![Dynamics 365 For Sales Screenshot 4](https://www.selecthub.com/wp-content/uploads/2025/04/Dynamics-365-Sales-Free-Trial-5.jpg) 4\. Enhanced Email Experience only works with emails created in the **Timeline** section of Dynamics records. So to test it further, I picked a contact from my list and added an email to their timeline. ![Dynamics 365 For Sales Screenshot 5](https://www.selecthub.com/wp-content/uploads/2025/04/Dynamics-365-Sales-Free-Trial-6.jpg) ![Dynamics 365 For Sales Screenshot 6](https://www.selecthub.com/wp-content/uploads/2025/04/Dynamics-365-Sales-Free-Trial-7.jpg) The process wasn't smooth. While writing the email, I ran into a glitch where three floating windows completely froze on my screen! I had to refresh the page to continue, which didn't leave me with a great impression of stability. ![Dynamics 365 For Sales Screenshot 7](https://www.selecthub.com/wp-content/uploads/2025/04/Dynamics-365-Sales-Free-Trial-15.jpg) Next, I shifted gears and tried out Microsoft Copilot to see if AI assistance could improve the experience. ![Dynamics 365 For Sales Screenshot 8](https://www.selecthub.com/wp-content/uploads/2025/04/Dynamics-365-Sales-Free-Trial-8.jpg) It drafted a decent email, considering my simple prompt with no context. It also had options to further improve the draft if needed. ![Dynamics 365 For Sales Screenshot 9](https://www.selecthub.com/wp-content/uploads/2025/04/Dynamics-365-Sales-Free-Trial-9.jpg) ![Dynamics 365 For Sales Screenshot 10](https://www.selecthub.com/wp-content/uploads/2025/04/Dynamics-365-Sales-Free-Trial-10.jpg) The system has ready-made email templates that are quite straightforward. For this test, however, I decided to stick with my Copilot draft. ![Dynamics 365 For Sales Screenshot 11](https://www.selecthub.com/wp-content/uploads/2025/04/Dynamics-365-Sales-Free-Trial-11.jpg) 5\. When my draft was ready, I clicked **Send**. ![Dynamics 365 For Sales Screenshot 12](https://www.selecthub.com/wp-content/uploads/2025/04/Dynamics-365-Sales-Free-Trial-12.jpg) 6\. The email showed up right away on the contact's **Timeline**. ![Dynamics 365 For Sales Screenshot 13](https://www.selecthub.com/wp-content/uploads/2025/04/Dynamics-365-Sales-Free-Trial-13.jpg) Copilot also has a **Highlights** feature that summarizes the entire activity timeline with key points. This could really help sales reps who contact leads one after another and need to quickly remember previous interactions without reading through everything. ![Dynamics 365 For Sales Screenshot 14](https://www.selecthub.com/wp-content/uploads/2025/04/Dynamics-365-Sales-Free-Trial-14.jpg) 7\. Then, I opened the Dynamics mobile app to see how the changes appeared there. To my surprise, the app supported almost all the functions I tested on the desktop. Only a few CRM apps I've tried offer this level of feature parity between desktop and mobile versions. ![Dynamics 365 For Sales Screenshot 15](https://www.selecthub.com/wp-content/uploads/2025/04/Dynamics-365-Sales-Free-Trial-16.jpg)![Dynamics 365 For Sales Screenshot 16](https://www.selecthub.com/wp-content/uploads/2025/04/Dynamics-365-Sales-Free-Trial-17.jpg) ![Dynamics 365 For Sales Screenshot 17](https://www.selecthub.com/wp-content/uploads/2025/04/Dynamics-365-Sales-Free-Trial-18.jpg) What surprised me even more was the **Email Engagement** section in the app. It gives you personalized suggestions based on your contact's email activities to help improve your email communication. Oddly enough, I couldn't find this feature in the desktop version — it could be another glitch. ![Dynamics 365 For Sales Screenshot 18](https://www.selecthub.com/wp-content/uploads/2025/04/Dynamics-365-Sales-Free-Trial-19.jpg) And yes, the "Compare plans" pop-up followed me everywhere in the app like an eager salesperson. That is understandable since I was using a free trial. Dynamics 365 Sales has strong email tools with helpful AI assistance through Copilot, though the setup process and navigation could definitely be more straightforward and intuitive. ## Approach to Common Challenges * **Inefficient lead management:** Dynamics 365 Sales offers automated lead scoring, prioritization, and routing to ensure the most promising leads reach the right sales reps promptly. It also provides comprehensive views of lead activity and history for informed decision-making. * **Disconnected sales and marketing efforts:** The software unifies sales and marketing data, enabling seamless collaboration and alignment of campaigns. It facilitates targeted messaging and personalized customer experiences across multiple channels. * **Lack of visibility into the sales pipeline:** Real-time dashboards and customizable reports provide insights into pipeline health, forecast accuracy, and individual rep performance. This empowers managers to identify bottlenecks, make data-driven decisions, and optimize sales strategies. * **Manual, time-consuming tasks:** Sales automation features streamline repetitive activities such as scheduling appointments, sending follow-up emails, and generating quotes. This frees up time for reps to focus on building relationships and closing deals. * **Limited customer insights:** Dynamics 365 Sales consolidates customer data from various sources, providing a 360-degree view of interactions, preferences, and buying patterns. This enables personalized interactions, cross-selling and upselling opportunities, and enhanced customer satisfaction. ## Cost of Ownership Frequently asked questions regarding Dynamics 365 Sales pricing include: **Q: How is Dynamics 365 Sales priced, and what factors influence the cost?** A: Pricing is primarily based on the number of user licenses needed. Additional factors include the specific features and functionalities selected, as well as potential add-ons or integrations with other Microsoft products. Be sure to factor in implementation and ongoing support costs as well. **Q: What are the typical price ranges for different user license types?** A: While pricing can vary, expect to pay $65 per user per month for Sales Professional licenses and $105 per user per month for Sales Enterprise licenses. Sales Premium comes at $150 per user per month — all plans are billed yearly. Discounts may be available for annual commitments or larger organizations. **Q: Are there any hidden costs or additional fees to be aware of?** A: It's important to consider potential expenses for data storage, customization, training, and support services. Additional fees might apply for premium features or integrations. Clarify these costs with your Microsoft representative or reseller before committing to a plan. ## Limitations At the time of this review, these are the limitations according to user feedback: * Dynamics 365 Sales doesn't provide version history, preventing users from accessing previous uploads or tracking document changes over time. * It lacks a caller ID that would display contact names and details for incoming calls. * The system doesn't support establishing campaign hierarchies where you could link related marketing efforts together with parent-child relationships. * It doesn’t provide a unified team inbox that would consolidate messages from multiple channels for streamlined communication. ## Demo Resources * **Dynamics 365 Sales for Free Trial:** You can sign up for a 30-day free trial of Dynamics 365 Sales. It allows you to experience the platform’s full capabilities with sample data or your own. * **Guided Tour:** The official product page offers an overview of Dynamics 365 Sales and includes options to take a guided tour. It provides interactive demos of key functionalities. * **YouTube:** The official Microsoft Dynamics 365 YouTube channel hosts a variety of videos, including product demos, feature overviews and customer stories. ## FAQs Frequently asked questions regarding Dynamics 365 Sales include: **Q: How easy is Dynamics 365 Sales to learn and use?** A: While it offers extensive capabilities, the learning curve can be steeper compared to simpler CRM solutions. User-friendly interfaces, guided walkthroughs, and online training resources are available to assist in onboarding and adoption. **Q: How well does it integrate with other software tools?** A: Dynamics 365 Sales seamlessly integrates with Microsoft's suite of productivity tools, including Outlook, Excel, and Teams. It also offers integrations with various third-party applications through a marketplace. **Q: What level of customization is possible?** A: The platform allows for a significant degree of customization through configuration options, custom fields, and workflows. However, limitations exist for certain features, and extensive customizations might require developer assistance. **Q: What kind of support is available?** A: Microsoft provides a range of support options, including online resources, community forums, and technical support plans. Consider the level of support needed based on your organization's resources and expertise. **Q: How does Dynamics 365 Sales compare to other popular CRM solutions?** A: It stands out for its comprehensive features, tight integration with Microsoft products, and robust analytics capabilities. However, it faces competition from other vendors offering user-friendly interfaces, flexible pricing models, or niche industry-specific solutions. **Q: What are common challenges to implementing Dynamics 365 Sales, and how can they be addressed?** A: Challenges can include user adoption, data migration, and customization complexity. Addressing these requires careful planning, change management strategies, and potentially external expertise. **Q: How can I measure the success of a Dynamics 365 Sales implementation?** A: Establish clear metrics aligned with your business goals, such as increased sales productivity, improved lead conversion rates, or enhanced customer satisfaction. Track these metrics over time to assess the impact of the CRM solution. ## Compare Sales Force Automation Software These are the top products most often compared. Generating Scorecard... Compare to Dynamics 365 Sales You can choose 4 products to compare [ Zoho CRM ](https://www.selecthub.com/p/crm-software/zoho-crm/) [ Salesforce Sales Cloud ](https://www.selecthub.com/p/crm-software/salesforce-sales-cloud/) [ HubSpot Sales ](https://www.selecthub.com/p/sales-force-automation-software/hubspot-sales/) [ SAP Sales Cloud ](https://www.selecthub.com/p/sales-force-automation-software/sap-sales-cloud/) [ Oracle Sales Cloud ](https://www.selecthub.com/p/crm-software/oracle-sales-cloud/) [ Creatio ](https://www.selecthub.com/p/crm-software/creatio/) [ Pega CRM ](https://www.selecthub.com/p/crm-software/pega-crm/) [ Zendesk Sell ](https://www.selecthub.com/p/crm-software/zendesk-sell/) [ Sugar Sell ](https://www.selecthub.com/p/crm-software/sugar-sell/) Generating Scorecard... Compare to Dynamics 365 Sales ## Head-to-Head Comparison ![Dynamics 365 Sales Software Tool]() vs * [HubSpot Sales](https://www.selecthub.com/sales-force-automation-software/hubspot-sales-vs-dynamics-365-sales/) * [SAP Sales Cloud](https://www.selecthub.com/sales-force-automation-software/dynamics-365-sales-vs-sap-sales-cloud/) * [Snovio](https://www.selecthub.com/sales-force-automation-software/snovio-vs-dynamics-365-sales/) ## Awards SelectHub research analysts have evaluated Dynamics 365 Sales and concluded it earns best-in-class honors for Workflows and Process Automation and Deployment Options. ![Workflows and Process Automation Award]() ![Deployment Options Award]() ## Similar Products Here are the most similar products to Dynamics 365 Sales. [ iSEEit ](https://www.selecthub.com/p/sales-force-automation-software/iseeit/) [ SAP Sales Cloud ](https://www.selecthub.com/p/sales-force-automation-software/sap-sales-cloud/) [ Bizom ](https://www.selecthub.com/p/sales-force-automation-software/bizom/) [ Sales Titan ](https://www.selecthub.com/p/sales-force-automation-software/sales-titan/) [ GoSales ](https://www.selecthub.com/p/sales-force-automation-software/gosales/) [ LinkPoint Connect ](https://www.selecthub.com/p/sales-force-automation-software/linkpoint-connect/) [ HubSpot Sales ](https://www.selecthub.com/p/sales-force-automation-software/hubspot-sales/) [ Snovio ](https://www.selecthub.com/p/sales-force-automation-software/snovio/) ## About the Contributors The following expert team members are responsible for creating, reviewing, and fact checking the accuracy of this content. [ ](https://www.selecthub.com/author/anjali-krishna/) Written by [Anjali Krishna](https://www.selecthub.com/author/anjali-krishna/) Technical Content Writer Anjali is a former Technical Content Writer at SelectHub who specialized in software categories including CRM, fundraising, and sales force automation. Drawing on her IT engineering background and 5 years of experience as a writer helped her translate technical topics into engaging content to educate software buyers. [See Full Bio](https://www.selecthub.com/author/anjali-krishna/) [ ](https://www.selecthub.com/author/pooja-verma/) Edited by [Pooja Verma](https://www.selecthub.com/author/pooja-verma/) Content Editor Pooja Verma is a Content Editor and Technical Content Writer at SelectHub. She has over 5 years of experience covering software categories like CRM, marketing automation, supply chain management and endpoint security. Pooja earned a literature degree from Miranda House, DU and also holds a Master’s in Journalism from Symbiosis Institute of Media and Communication in India. [See Full Bio](https://www.selecthub.com/author/pooja-verma/) Your review has been submitted and should be visible within 24 hours. Review Title Pros Cons Overall feedback Your name Your job title Industry [Choose your main industry ](javascript:void%28%29) * [Accounting / CPA](javascript:void%28%29) * [Advertising](javascript:void%28%29) * [Aerospace & Defense](javascript:void%28%29) * [Agriculture](javascript:void%28%29) * [Apparel](javascript:void%28%29) * [Architecture](javascript:void%28%29) * [Auto Dealership](javascript:void%28%29) * [Automotive](javascript:void%28%29) * [Banking & Financial Services](javascript:void%28%29) * [Banking & Mortgage](javascript:void%28%29) * [Chemicals](javascript:void%28%29) * [Construction & Engineering](javascript:void%28%29) * [Construction / Contracting](javascript:void%28%29) * [Consulting](javascript:void%28%29) * [Consumer Products](javascript:void%28%29) * [Distribution](javascript:void%28%29) * [E-commerce](javascript:void%28%29) * [Education](javascript:void%28%29) * [Electronics](javascript:void%28%29) * [Energy & Utilities](javascript:void%28%29) * [Federal Government](javascript:void%28%29) * [Field Maintenance](javascript:void%28%29) * [Food & Beverage](javascript:void%28%29) * [Healthcare / Social Services](javascript:void%28%29) * [Hospitality / Gaming / Travel](javascript:void%28%29) * [Human Resources](javascript:void%28%29) * [Industrial Machinery](javascript:void%28%29) * [Information Technology & High Tech](javascript:void%28%29) * [Insurance](javascript:void%28%29) * [Legal](javascript:void%28%29) * [Maintenance / Field Service](javascript:void%28%29) * [Manufacturing](javascript:void%28%29) * [Marketing Services](javascript:void%28%29) * [Media & Communications / Entertainment](javascript:void%28%29) * [Mill Products](javascript:void%28%29) * [Mining / Metals](javascript:void%28%29) * [Mortgage](javascript:void%28%29) * [Non-Profit](javascript:void%28%29) * [Not Available](javascript:void%28%29) * [Oil & Gas](javascript:void%28%29) * [Other](javascript:void%28%29) * [Other Services](javascript:void%28%29) * [Payroll Provider](javascript:void%28%29) * [Pharmaceuticals](javascript:void%28%29) * [Professional Employer Organization](javascript:void%28%29) * [Professional Services](javascript:void%28%29) * [Property Management](javascript:void%28%29) * [Public Sector](javascript:void%28%29) * [Real Estate](javascript:void%28%29) * [Recruiting Agency](javascript:void%28%29) * [Religious Institutions](javascript:void%28%29) * [Retail](javascript:void%28%29) * [Sales & Marketing](javascript:void%28%29) * [Semiconductors](javascript:void%28%29) * [Software / IT](javascript:void%28%29) * [Sports and Recreation](javascript:void%28%29) * [Staffing Agency](javascript:void%28%29) * [State & Local Government](javascript:void%28%29) * [Telecommunications](javascript:void%28%29) * [Third-Party Administrator](javascript:void%28%29) * [Transportation & Logistics](javascript:void%28%29) * [Wholesale Distribution](javascript:void%28%29) Company Size [Choose your company size ](javascript:void%28%29) * [1 employee](javascript:void%28%29) * [2 to 9 employees](javascript:void%28%29) * [10 - 19 employees](javascript:void%28%29) * [20 - 49 employees](javascript:void%28%29) * [50 - 99 employees](javascript:void%28%29) * [100 - 499 employee](javascript:void%28%29) * [500 - 999 employees](javascript:void%28%29) * [1,000 - 2,499 employees](javascript:void%28%29) * [2,500 - 4,999 employees](javascript:void%28%29) * [5,000 - 9,999 employees](javascript:void%28%29) * [10,000 - 24,999 employees](javascript:void%28%29) * [25,000 - 49,999 employees](javascript:void%28%29) * [50,000 + employees](javascript:void%28%29) ```json { "@context": "https://schema.org", "@type": "BreadcrumbList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Home", "item": "https://www.selecthub.com/" }, { "@type": "ListItem", "position": 2, "name": "Sales Force Automation", "item": "https://www.selecthub.com/category/sales-force-automation/" }, { "@type": "ListItem", "position": 3, "name": "Sales Force Automation Software", "item": "https://www.selecthub.com/c/sales-force-automation-software/" }, { "@type": "ListItem", "position": 4, "name": "Dynamics 365 Sales" } ] } { "@context": "http://schema.org", "@type": "SoftwareApplication", "name": "Dynamics 365 Sales", "description": "Microsoft Dynamics 365 Sales is an all-around CRM solution within the broader Dynamics 365 ecosystem. It stands out for its deep integration with Microsoft's productivity suite and AI capabilities through Microsoft Copilot.Key strengths include integrated communication channels that connect Teams, email and SMS in one interface, keyword tracking for call intelligence, opportunity management across multiple pipelines and customizable product catalogs. It also excels at report generation, forecasting and workflow automation through Power Automate. Mobile functionality is extensive, with most desktop features available on iOS and Android apps.Dynamics 365 Sales is primarily suited for mid-size to enterprise organizations, particularly those already invested in the Microsoft ecosystem. Businesses with complex sales processes, multiple product lines or sales teams with 10+ members can benefit most from its extensive customization options.User feedback highlights the system’s customization capabilities, feature set and integration with the Microsoft ecosystem. However, many have reported the system's slow performance, unintuitive interface and steep learning curve.Pricing starts at $65 per user per month (billed annually), placing it as a premium solution next to competitors like Salesforce Sales Cloud, Oracle Sales Cloud and SAP Sales Cloud. Beyond Microsoft's own apps like Teams, Outlook and Power BI, Dynamics integrates with third-party tools such as Tableau, Mailchimp, ActiveCampaign, Slack and Zoom.Our Research Process for Dynamics 365 SalesI took a hands-on approach by signing up for the free trial and installing the mobile app. I also gathered insights from user reviews on G2 and Capterra and interviewed actual users of the platform.To round out my understanding, I examined case studies, analyzed comparative CRM data from our selection platform, and watched product demos and tutorials. This approach helped me evaluate the Dynamics 365 Sales’ performance across various business scenarios.", "review": { "@type": "Review","reviewRating": { "@type": "Rating", "ratingValue": 84, "bestRating": 100 }, "author": { "@type": "Person", "name": "Anjali Krishna", "reviewBody": "After testing Dynamics 365 Sales, I have mixed feelings about this CRM. Setting up the free trial was challenging. Since Dynamics 365 is an expansive ecosystem, configuring the environment and assigning user roles and permissions was complicated.On the positive side, the Microsoft ecosystem integration is seamless. The platform connects easily with Teams, Outlook and other Microsoft tools, creating a unified working environment. Copilot, Microsoft's AI assistant, is quite helpful – it summarizes records, schedules meetings and makes information more accessible.For businesses considering Dynamics 365 Sales, EPAM’s experience offers a real-world example. With over 50,000 employees across 55 countries, they switched from an outdated on-premises Dynamics CRM to Dynamics 365 Sales to unite their global sales team.Previously only 70% of teams used the system, while others relied on disconnected tools like Jira and HubSpot, making it hard to track sales funnels. After going live in June 2023 with 600 trained users, EPAM adopted Microsoft Copilot for Sales, reducing administrative tasks and giving reps more time for customer interactions — leading to early improvements in sales outcomes.You can customize the system to handle most business requirements, though this often requires technical expertise. For large enterprises with IT resources, this flexibility is valuable.Cost-effectiveness varies greatly by organization size. For companies with fewer than 5,000 contacts, the difference between Dynamics 365 and more affordable CRMs may not justify the premium price. The licensing structure is also notoriously complex, often requiring guidance from certified partners.Technical glitches were unfortunately common throughout my testing. For example, the Email Engagement feature was missing from the desktop version but accessible through the mobile app. This inconsistency was confusing.The system runs noticeably slow, with considerable lag when switching between tabs or accessing different workspaces. For a premium-priced solution, this was particularly disappointing.At first glance, the user interface appears simple and clean. In reality, many functions are hidden within nested menus, making navigation problematic. The learning curve is steep, likely requiring extensive training to fully implement the platform's capabilities.I noticed some practical limitations as well. There's no built-in reminder option for pending tasks, and duplicate leads occur frequently. Users report that customer support is difficult to access and slow to resolve issues, with the system apparently favoring certified implementation partners for support access.Dynamics 365 Sales is a powerful but complicated CRM that’s ideal for larger organizations with technical resources and implementation partners. While it offers a variety of features and excellent Microsoft ecosystem integration, its performance issues, complex interface and setup difficulties make it less suitable if you run a smaller business or want an intuitive, out-of-the-box solution." } }, "image": "https://cdn.selecthub.com/products/ba347fcc9a79fb74e95670b24848164f-701fd727a086d85ec457f42ce9e22f5c/resources/normal/logo.png?1693317989", "aggregateRating": { "@type": "AggregateRating", "ratingValue": "85", "bestRating": "100", "worstRating": "1", "ratingCount": "8967" }, "offers": { "@type": "Offer", "priceSpecification": { "@type": "priceSpecification", "price": "65", "priceCurrency": "USD" } }, "positiveNotes": { "@type": "ItemList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Integrations: Dynamics 365 Sales seamlessly connects with other Microsoft products, including Power BI, Azure and Office 365, creating a unified system for your operations." }, { "@type": "ListItem", "position": 2, "name": "Customization: The CRM offers extensive customization options, including Microsoft Power Apps support, personalized dashboards, custom reports and workflows." }, { "@type": "ListItem", "position": 3, "name": "Lead Tracking: It allows sales teams to monitor lead progression from initial contact to conversion with detailed activity logs and engagement insights." } ] }, "negativeNotes": { "@type": "ItemList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Performance Issues: The system occasionally experiences slowdowns that can impact workflow during peak usage periods." }, { "@type": "ListItem", "position": 2, "name": "User Interface: The complex interface with multiple options and views makes navigation difficult for new users trying to locate specific features or information." }, { "@type": "ListItem", "position": 3, "name": "Learning Curve: Due to its extensive feature set and customization options, users require significant training time to become proficient with the platform." } ] }, "applicationCategory": "Sales Force Automation Software" } ```