Microsoft Dynamics 365 for Sales Reviews in July 2026: User Ratings, Pros & Cons

This software makes us more organized and productive

PROS & CONS What are the best aspects of this product? I like that Microsoft Dynamics allows me to create specific activities so I can assign them to other employees and this makes my work even more organized. I can create customized dashboards and control other dashboards at the same time. It provides me with ability to use Advanced Find so I can segment and export contacts to use them in marketing purposes. In addition, I can set up automatic emails based on behaviors in CRM so ...

It is really easy to use!

What do you like best? It allows us to work with the customer easily, and without much of a barrier. We can follow communications with the customer very easily. We can start using it very quickly. Set up is a breeze. It does a lot of the leg work for us. It is very much just plugging in the information that you desire. It lays everything out for you in a way that is easy to navigate. It has a very open flow of communication between the customers and us. What do you dislike? It is not ...

Microsoft 365 review

What do you like best? 365 is very good for business and students. There are many ways of making good use of all the applications in 365. One can even use it to organize a wedding or a party, using excel, one note, powerpoint and word. you can use it to communicate with people in business', and casual. You may also use it to keep your emails organized with your calendar. What do you dislike? you can not use all of your other emails with 365. You can only use specified emails that are ...

Integration across the Dynamics full suite of solutions makes D365 for Sales a top contender.

What do you like best? Seamless integration and very similar user interface across all Dynamics apps promotes ease of use and increases user adoption which is key for a successful implementation. Strong analytics and reporting capabilities accessible from sophisticated and appropriate dashboards. What do you dislike? Navigation within some drop down fields could be more intuitive. Recommendations to others considering the product CRM is such an indispensable tool for businesses ...

CRM software that worked reasonably well for us

What do you like best? The system is intuitive and easy to use. It can tag emails and view all customer information in a unified manner. Communication within the organization is quite easy. What do you dislike? It doesn't have the option to customize and adapt to other third-party software well. It isn't connected to automation tools like other similar software. Also, after the update, the bugs and fixes seem to have not been resolved before the release, which has led to slightly less ...

CRM 365

What do you like best? I use this application for the sales of the events I do, it is very useful because I can save the information of each company and especially schedule tasks such as reminders and important notes that allow me to better control my day to day and meet my client. also at the time of losing an opportunity I can write the reason and thus avoid that same error with the client so that in the next chance to gain another opportunity What do you dislike? At the time of ...

A tool heading in the right direction but still very unstable

What do you like best? I really like the fact that we can get a full report on our clients on this platform. The tool is super complete with all the paths of sales process in it. For salespersons with a lot of customers in their portfolio it is very handy to have all the info regrouped on 1 and only 1 page. What do you dislike? The tool is really not intuitive and we need to do several trainings to know what is the best manner to work the tool, to get out the best of it. ...

Sync to Outlook

What do you like best? You can export and import contacts and opportunities to your Outlook which increase email functionality. What do you dislike? Difficult to navigate and find opportunities and related client engagements. For instance, if I type "XYZ" in the record search, I will get a list of all XYZ current and previous opportunities, instead of one consolidated XYZ company report. Recommendations to others considering the product Dynamics is a grate tool for sales ...

Everyday operation solutions

What do you like best? ! It is well organized, easy to use, and locate the right information. To me, it’s a necessity for everyday operations to run smoothly because of how fast it normally operates. Its user friendly platform allows me to lookup information needed for various tasks I perform such as account lookup, quotes, order history, ship error entries, country of origins, tool repair status, and so much more. What do you dislike? It does lag sometimes or go completely down on ...

Used Dynamics 365 as a Contractor

What do you like best? I worked as a contractor and did not use the tool; daily but I was sent on training and was happy with the product in general. The interface seemed pretty thought out and once I had become used to the drill down's etc. the product worked well. I liked the pull down menu's however it did take time to get used to them In general I was happy with the product. Entering new customers and opportunities worked well and it was easy to search for customer and to see if ...