Dynamics 365 Sales Reviews & Product Details

I primarily use Dynamics 365 CRM for managing our partner accreditations and reviewing their history with us as customers. It’s incredibly helpful to have all of that information in one place, making it easy to track interactions, keep records up to date, and ensure we’re supporting our partners effectively. The reporting tools and integration with Microsoft apps are a real plus, and they make collaboration much smoother. Review collected by and hosted on G2.com.

The only drawback is that the system can sometimes feel a bit clunky - certain tasks take more steps than expected, and the interface isn’t always the most intuitive, especially as we have added some bespoke fields to the system to make it work for us. However, once you get used to it, the benefits of having a centralized, reliable CRM far outweigh those minor frustrations. Review collected by and hosted on G2.com.

What worked well:

I run on Microsoft 365 (Outlook + Teams), and Dynamics 365 Sales felt like home. The Teams dialer inside Sales Hub lets my reps call from the CRM and get real-time transcripts/action items saved to the record—zero copy/paste busywork.

The Sales Accelerator sequences gave us a clean, prioritized worklist, so newer reps stopped guessing the “next touch.”

On top, the AI layer—predictive lead/opportunity scoring and Copilot for Sales in Outlook/Teams—actually helped triage and draft follow-ups faster.

Where it stumbled:

The setup still isn’t “flip a switch.” You’ll spend time on server-side sync, security roles, and CI settings—worth it, but plan for an admin sprint.

Licensing is powerful but confusing (Professional vs. Enterprise vs. Premium + Copilot add-on). Budget carefully; Premium’s AI is great, but only if you’ll use forecasting/scoring at scale.

Bottom line:

If you live in Microsoft 365 and want calling + transcripts inside the CRM plus pragmatic AI, Dynamics 365 Sales is a strong choice. If you’re not on Teams/Outlook, you’ll lose many of its best tricks. Review collected by and hosted on G2.com.

Dynamics 365 Sales — dislikes

Licensing is a maze (Professional vs. Enterprise vs. Premium + Copilot add-ons). Easy to overbuy.

Setup takes an admin sprint (server-side sync, security roles, Conversation Intelligence policies).

UI feels dense out of the box; too many fields/clicks until you tailor forms and views.

Performance can lag (page loads; Outlook add-in; occasional sync delays).

Custom work needs Power Platform skills; “quick tweaks” turn into solution deployments.

Reporting beyond basics pushes you into Power BI; forecasting configuration is fiddly.

Strong Microsoft bias—benefits drop if you’re not on Outlook/Teams.

Mobile app is fine for lookups, weak for heavy updates or sequence work.

Duplicate detection/merging is still clunky; data hygiene needs extra care.

AI can feel opaque (why a score is high/low); Copilot drafts vary in quality.

Dataverse/file storage and call transcripts can add surprise costs.

Call recording/transcription raises consent/compliance steps in some regions. Review collected by and hosted on G2.com.

I love how Dynamics 365 Sales makes the initial setup easy with intuitive integration options. The AI feature serves as my first point of contact with customers, efficiently managing interactions and reducing my workload significantly. The integration with various apps is seamless, facilitating an organized workflow. The platform's customer service is exceptional, providing thorough guidance through demos and training, making it simple to learn. It handles the heavy lifting of the online aspects of my business, enhancing my productivity. I also appreciate the comprehensive coverage of features, meeting all my needs without requiring additional changes. Review collected by and hosted on G2.com.

Nothing Review collected by and hosted on G2.com.

Dynamics 365 Sales is highly customizable, letting businesses tailor it to their specific needs without requiring heavy coding. By using of dashboards help me to decisions quickly. The customer support is always available. Review collected by and hosted on G2.com.

The user interface is a little bit complex, and navigation is not always intuitive which slow down daily operations. In small corporation it difficult to integrate due to pricing. Review collected by and hosted on G2.com.

It's easy to use. Fairly intuitive. Connects well other microsoft programs. Review collected by and hosted on G2.com.

Some fields are not in an intuitive place. Review collected by and hosted on G2.com.

Very vast and detailed CRM to use as a sales person.

You get varieties of filters and details to know you pipeline and the customers Review collected by and hosted on G2.com.

Sometimes license creates problem. Then we have to re-install. Review collected by and hosted on G2.com.

I have been using dynamics 365 for our 10 years, I love the fact on how the product has evolved over the years, and how easy it is to use within a sales team, easy to use for sales pipeline and lead management, also clients progress Review collected by and hosted on G2.com.

I don't dislike the product at all, I prefer it over sales force Review collected by and hosted on G2.com.

We've been using Microsoft Dynamics 365 Sales for a while now, and overall, it’s been a solid choice for managing our sales processes. It offers a good range of features that help our team stay organized and focused, and we’ve seen improvements in how we track leads, opportunities, and customer interactions. Review collected by and hosted on G2.com.

There’s a bit of a learning curve, especially for those not used to CRM systems. Some parts of the setup and customization felt a bit technical, and we needed some outside help to get everything the way we wanted. Also, the licensing costs can add up if you're adding advanced features. Review collected by and hosted on G2.com.

Microsoft Dynamics 365 It integrates with other Microsoft tools like Teams, Outlook.

Automates routine tasks like lead tracking and reporting and more over save time. Review collected by and hosted on G2.com.

wide range of features and tools might overwhelm new users and require extensive training to fully utilize and cost is high compare to zoho crm. Review collected by and hosted on G2.com.

For full disclosure, I have been a Dynamics consultant for more than a decade. I love it that much! I used to tell customers the only thing I couldn't do is have it make coffee for you in the morning. Now, even that is possible. Dynamics is a damn seachange in the way your business can operate to reach its full potential and beyond regardless of your present size. When you bring together the customization, automation and integration capabilities native to Dynamics there truly are no limits. With all the different CRM products that I have implemented over the years, it is very rare that someone leaves Dynamics for the other guy. Infact, its almost always the other way around. Review collected by and hosted on G2.com.

Dynamics can have a bit of a learning curve due to the extensive tool sets that are available. However, the user experience can be 100% controlled by the implementer. Additionally, some tools can be complex initially but there is always a very good reason why a tool has been designed to operate the way it does. Additionally, the price point can make it difficult, and a deciding factor, limiting companies in the ability to fully extend the raw power and capabilities of the system deep inside their organizational structures. The price should be half in my opinion and the reunion of the different functions back into a single unified offering once again. The seperation of service from sales from marketing can be problematic for companies to stomach when they are simply just strongly focused entities that could be created with the native XRM customization tools. Review collected by and hosted on G2.com.