Microsoft Dynamics 365 for Sales Overview

Microsoft Dynamics 365 for Sales utilizes AI and automation to enhance deal closures. Features include conversation intelligence, opportunity scoring, and collaboration tools.

Use Cases

Customers recommend Engagement Management, Contact List Management, Lead Tracking, as the business use cases that they have been most satisfied with while using Microsoft Dynamics 365 for Sales.

Other use cases:

  • Sales Document Management
  • Workflow Management
  • Lead Management
  • Communication Management
  • Forecasting
  • Collaboration
  • Relationship Management
See all use cases See less use cases

Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have 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

Microsoft Dynamics 365 for Sales Use-Cases and Business Priorities: Customer Satisfaction Data

Microsoft Dynamics 365 for Sales works with different mediums / channels such as E-Mail.

Microsoft Dynamics 365 for Sales's features include Dashboard, Recording, Personalization, etc. and Microsoft Dynamics 365 for Sales support capabilities include AI Powered, Phone Support, Email Support, etc. also Microsoft Dynamics 365 for Sales analytics capabilities include Analytics, and Custom Reports.

Reviews

"...Microsoft Dynamics 365 provides integrated solutions that allow businesses to track leads, automate field service, drive sales and improve operations using mobile, enterprise-ready business apps from the cloud...." Peer review by Administrator

Microsoft Dynamics 365 for Sales, Less Annoying CRM, ClickUp, Freshsales, 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.

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

Microsoft Dynamics 365 for Sales is popular in Information Technology And Services, Computer Software, and Marketing And Advertising and is widely used by Mid Market, Small Business, and Enterprise.

Microsoft Dynamics 365 for Sales Customer wins, Customer success stories, Case studies

How efficiently Does Microsoft Dynamics 365 for Sales manage your Engagement Management?

What benefits does Microsoft Dynamics 365 for Sales offer for Contact List Management?

How efficiently Does Microsoft Dynamics 365 for Sales manage your Lead Tracking?

What benefits does Microsoft Dynamics 365 for Sales offer for Sales Document Management?

Why is Microsoft Dynamics 365 for Sales the best choice for Workflow Management?

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.

 

University of South Carolina pioneers AI innovation with Microsoft 365 Copilot

The University of South Carolina has deployed Microsoft 365 Copilot to enhance efficiency and streamline operations across its campus. This AI-driven solution has saved faculty and students significa...nt time, with 84% reporting savings of 1-5 hours weekly. The initiative supports learning, teaching, and administrative tasks, while also preparing students for AI-driven workplaces through workshops and an AI Certificate Program.

Read more →
 

Colonial First State expands AI tools to boost service & advice

Colonial First State is enhancing its operations by implementing generative AI tools in partnership with Avanade and Microsoft. The initiatives include a GPT-4-powered chatbot, a Retrieval-Augmented ...Generation assistant, and a Feedback Analysis tool using Azure OpenAI and Microsoft Power BI. These tools aim to improve customer service and advisor support, with 75% of staff using Microsoft Copilot for Microsoft 365. The company plans to expand its AI Centre of Excellence for more complex use cases.

Read more →
 

PUMA makes tracks to cloud - based telephony on Microsoft Teams

PUMA is transitioning its telephony infrastructure to a cloud-based system using Microsoft Teams, facilitated by LoopUp. This move aims to replace legacy systems with a scalable, cost-effective voice... platform, enhancing global operations. Deployments have been completed in Australia and New Zealand, with further plans for the Asia-Pacific region. The initiative aligns with PUMA's shift to cloud-first collaboration tools.

Read more →

St John Ambulance - Non Profit Organization Management

Microsoft Advertising helped St John Ambulance use generative AI tools to improve their digital advertising. The charity wanted to cut production costs, increase creative agility, and keep their bran...d consistent. With Ads Studio and Copilot, they made high-quality ad assets faster and cheaper. They used AI to create custom images for campaigns, showing products like AEDs in real-life settings. This made their ads more relevant and helped protect their brand identity.

Read more →

Villa Finder - Hospitality

Microsoft Advertising helped Villa Finder, a premium villa rental service, solve low conversion rates caused by premium pricing and seasonal booking drops. Villa Finder used Responsive Search ads, Mu...ltimedia ads, and Audience Ad campaigns to reach high-intent audiences. Predictive targeting and exact match keywords improved campaign efficiency. The partnership led to a 25% increase in conversions and a 52% lift in clicks for their largest 2024 campaign. Microsoft Advertising also kept cost per acquisition strong and minimized seasonal lows.

Read more →

Samsung Electronics Germany - Consumer Electronics

Microsoft Advertising helped Samsung Electronics Germany boost e-commerce sales with AI-powered advertising tools. Samsung used Performance Max and Microsoft Copilot to run smarter, multichannel camp...aigns. The solution used predictive targeting to reach more customers and improve ad relevance. Samsung worked with Starcom and relaunched campaigns for Black Friday 2024 with better goals and creative assets. The new approach helped Samsung expand market share and improve campaign performance.

Read more →

Microsoft Dynamics 365 Sales (CRM): Tutorial for Beginners

Video Thumbnail

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.

Microsoft Dynamics 365 for Sales keeps track of accounts and contacts, nurtures sales from lead to order, and creates sales collateral. Microsoft Dynamics 365 for Sales capabilities include enabling smarter selling with contextual AI, empower sellers to build relationships, boost sales productivity with seamless tools, improve coaching and sales performance, increase sales profitably with advanced insights, innovate with sales solutions built to evolve and more.

Microsoft Dynamics 365 for Sales API Access, Cadence, Contact Management, Contract Management, Database Management, Funnel Reporting, Integrations, Partner Tracking, Performance Reporting, Pipeline Management, Product & Price Control, Sales Gamification, Quotation Handling, Task Assignment, Territory/Quota Management, Cloud, On-premise and more. It creates marketing lists and campaigns, and even follows service cases associated with specific accounts or opportunities. The Unified Interface framework uses responsive web design principles to provide an optimal viewing and interaction experience for any screen size, device, or orientation.

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?

Less Annoying CRM, ClickUp, Freshsales 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.
lightning

Peers used Microsoft Dynamics 365 for Sales for engagement management and contact list management

Microsoft Dynamics 365 for Sales Features

  • Low
  • Medium
  • High
FEATURE 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 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

Microsoft Corporation News

Partnership

HP Elevates Hybrid Work Experiences with Microsoft Device Ecosystem Platform Integration

HP integrates Microsoft's Device Ecosystem Platform into Poly video solutions, enhancing Microsoft Teams experiences with improved security and management. This collaboration strengthens HP and Microsoft's partnership in delivering advanced meeting solutions for hybrid work environments.

Partnership

Essity Collaborates with Accenture and Microsoft to Accelerate Adoption of AI Agents to ...

Essity collaborates with Accenture and Microsoft to enhance AI adoption for improved business processes. This multi-year partnership will leverage Microsoft's Azure, Copilot Studio, and Power Platform to develop a cloud-based AI platform. The initiative aims to transform Essity's procurement and finance operations, with plans to expand AI integration across the company.

Awards

KPMG achieves Microsoft AI specializations

KPMG has achieved advanced Microsoft AI specializations in Microsoft Copilot and Build AI Apps on Microsoft Azure. These recognitions highlight KPMG's expertise in delivering AI solutions and scaling Microsoft technologies responsibly. The specializations validate KPMG's capability to execute complex AI deployments, as demonstrated by successful projects with clients like the Flemish Government and Vodafone.

Product

Microsoft forms Superintelligence team to pursue 'humanist' AI under Mustafa Suleyman

Microsoft has established a new Superintelligence team within its AI division, led by Mustafa Suleyman, to develop "humanist superintelligence." This initiative aims to create advanced AI systems that remain under human control, focusing on practical applications in healthcare and clean energy. The team includes key Microsoft AI leaders and researchers, emphasizing safety and control in AI development.

Microsoft Corporation Profile

Company Name

Microsoft Corporation

Year Founded

1975

HQ Location

Redmond, WA

Employees

10001+

Social

Financials

IPO