Dynamics 365 Sales Reviews & Pricing

by Microsoft Corporation | Founded 2002, Sunnyvale, CA

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What is Dynamics 365 Sales?

Industry Specialties: Automotive, Government, Healthcare, Manufacturing, Financial Services, Retail

Dynamics 365 Sales streamlines customer relationship management (CRM) for businesses, automating tasks and centralizing data to empower sales teams. Tailored for mid-sized to large organizations, it excels in managing complex sales pipelines, forecasting revenue, and generating reports. Key benefits include increased productivity, improved lead conversion rates, and enhanced customer insights. Popular features include contact management, opportunity tracking, marketing automation, and real-time analytics. User reviews praise its flexibility, scalability, and seamless integration with Microsoft's suite of productivity tools. However, the learning curve can be steeper compared to simpler CRM solutions, and pricing scales with user licenses and functionality, potentially reaching enterprise-level costs.

Pros

Extensive features
Powerful customization
Seamless Microsoft integration
Robust reporting tools
Mobile accessibility

Cons

Steeper learning curve
Potentially high costs
Complex setup process
Occasional performance issues
Limited customization for some features

PRICE

COMPANY SIZE

DEPLOYMENT

PLATFORM

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User Sentiment

Based on 6028 reviews:

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Dynamics 365 Sales Pricing

Based on our most recent analysis, Dynamics 365 Sales pricing starts at $65 (Per User, Monthly).

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Starting From: $65
Pricing Model: Per User, Monthly
Free Trial: Yes, Request for Free

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

Efficient Contact Management: Track contacts and visualize relationships using interactive organization charts. Build a hierarchy for existing accounts or use it as a starting point for adding contacts to a new account. Easy access to a LinkedIn Sales Navigator widget ensures contacts are kept up to date.
Significant Sales Insights: Receive tailored and actionable insights by monitoring daily actions and communications, using a collection of action cards. Get reminders for upcoming activities, email messages, about-to-expire opportunities and inactive contacts or accounts.
AI-Driven Insights: Ensure personalized customer experiences with a 360-degree view, maximize customer lifetime value and make informed business decisions using AI-driven insights. Automates workflows, unifies data by resolving customer identities using AI and machine learning-based recommendations, and helps discover new audience segments.
Improved Relationships: Get recommendations on how to move sales forward based on customer interaction data, profiles and insights, and ways to secure a warm introduction. Personalize sales documents using embedded Office 365 tools and improve sales engagement by combining customer data with survey insights from Microsoft Forms Pro.
Real-Time Prescriptive Insights: Sales reps can react to risks and opportunities promptly using real-time insights with adaptive AI that senses changes in buyer needs and trends. Email engagement, a mobile assistant, predictive forecasting and relationship health scores provide actionable insights about customer and prospect relationships.
Mobility: Access data on the go. Configure dashboards, forms and charts, create notes, and access a relationship assistant. Includes offline sync and Excel export. Mobile and tablet apps support iOS, Android and Windows 10.
Predictive Forecasting: Managers can project how much a sales team can sell and estimate organization revenue based on deal closure probability. AI-enabled predictive forecasting leverages both historical and pipeline data that use subjective bottom-up projections alongside objective data-driven forecasts.
Accurate Prospect Information: Sales reps can quickly gather information about prospective customers using a business card scanner. It reads basic information from the card and populates data in lead or contact records.
Improved Conversion Rate: Improve conversion and win rates with automated lead and opportunity scoring based on advanced scoring models, and identify customers most likely to convert and buy.
Event Management: Control different aspects of events, including registrations, speakers, sessions and venue logistics from an event portal. Facilitate lead generation and registration conversion.

Industry Expertise

Serves small, medium and large businesses across industries such as automotive, government, healthcare, manufacturing, financial services and retail.

Dynamics 365 Sales Reviews

Average customer reviews & user sentiment summary for Dynamics 365 Sales:

6028 reviews

83%

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

Streamlined Workflow: Intuitive interface and automation features save time and effort, boosting productivity.
Forecast Accuracy: Powerful analytics and reporting tools provide clear insights into pipeline health and sales performance.
360° Customer View: Centralized data and comprehensive customer profiles enable personalized interactions and stronger relationships.
Unified Ecosystem: Integrates seamlessly with other Microsoft tools like Outlook and Teams, streamlining workflows and boosting efficiency.
Adaptable to Growth: Scales to meet the needs of growing businesses and allows for customization to fit specific workflows.

Cons

Learning Curve: Initial setup and user adoption can require significant training and support.
Costly for Large Deployments: Pricing scales with user licenses and features, potentially reaching enterprise-level costs for extensive use.
Performance Glitches: Users report occasional lag or bugs, especially with large datasets or complex configurations.
Customization Constraints: Some features offer less flexibility for customization compared to other CRM solutions.
Data Migration Challenges: Migrating data from existing systems can be complex and require technical expertise.

Researcher's Summary:

User reviews of Dynamics 365 Sales paint a picture of a powerful CRM with potential drawbacks. Fans praise its comprehensive features, from in-depth sales pipeline management to robust analytics. The seamless integration with other Microsoft products like Teams and Office 365 is a major draw for organizations already invested in the ecosystem. This unified experience boosts productivity and simplifies workflows, especially for sales teams accustomed to Microsoft tools. However, the complexity of Dynamics 365 Sales also presents a hurdle. The learning curve can be steep for new users, and some features lack the flexibility for deep customization compared to competitors like Salesforce. Additionally, the price tag scales with user licenses and features, potentially making it cost-prohibitive for smaller businesses or those with simpler sales needs. Ultimately, user reviews suggest Dynamics 365 Sales shines for mid-sized to larger organizations with complex sales pipelines and a commitment to the Microsoft ecosystem. Its strengths in data analysis, reporting, and integration outweigh the learning curve and cost concerns for many users. However, those seeking a more user-friendly or budget-friendly option may find alternative CRMs more suitable.

Key Features

Lead Management: Reps can connect with customers, create and define leads, and work with business process flows to manage them throughout their lifecycle. It also provides information about qualifying and disqualifying the leads.
Opportunity Management: Create, use and manage opportunities to convert more leads. Shows options for creating opportunities and their relationships with other records.
Interactive Dashboards: Get an overview of actionable business data, collected from views, lists and charts, viewable across the organization. Available in multi-stream and single stream format, catering to different levels of complexity and number of data sources. Offers global and timeframe filters, along with interactive charts to provide relevant records count, such as cases by priority or by status.
Sales Playbook: Guides team members on how to respond to events when a decision-maker of an ongoing deal leaves an organization. Provides repeatable, winning sales techniques, and contextual reference materials.
Power Apps: Generate, customize, share and run mobile apps with little or no code. Apps can be shared with the other users in the organization.
Power BI Integration: Identify opportunities on a single dashboard, analyze the pipeline and view sales across a variety of metrics to gain actionable insights. Connect to hundreds of data sources like Excel spreadsheets, on-premise systems, big data, streaming data, cloud services and more.
Partner Relationship Management: Recruit, onboard and strengthen partner channels so that partners can have a quick view of interactions across opportunities, cases and other relevant information.
Collaboration: Sales teams can collaborate on deals across functions and geography, with customer information and document sharing directly from Microsoft Teams. The system integrates with Microsoft Office and libraries on SharePoint, enabling quick and easy quotes, RFPs and email sharing.

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 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 around $65 to $95 per user per month for Sales Professional licenses, and $95 to $135 per user per month for Sales Enterprise licenses. 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

These limitations, based on user feedback, are accurate at the time of this review:

Needs to incentivize more external platforms to build app connectors for easy integration, such as ZenDesk, Slack, Tableau and more.
Current connector apps such as Mailchimp and DocuSign don’t work as expected.
Multiple windows and tabs may confuse new users.
Too many session breaks may disturb work flow.

Suite Support

Check local user groups for in-person quarterly meetings, community forums, and “FastTrack” for guidance on implementation, best practices and tools. Chat support available Monday-Friday, 9 a.m. to 6 p.m. IST.

Email: Not listed. Contact requests can be sent through forms.

Phone: 000-800-440-2008, Monday-Friday 9 a.m. to 6 p.m. IST.

Training: No formal training mentioned, but extensive blog articles, videos on sales insights and guides, and documentation on fraud protection, customer service insights, human resources and more are available.

Tickets: Not listed.

FAQ

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?
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.