Microsoft Corporation

Microsoft Dynamics 365 Sales (CRM) Professional

7.9 /10

What is Microsoft Dynamics 365 Sales (CRM) Professional?

Dynamics 365 Sales, Professional, helps you close more deals by knowing your customers better and having sales information readily available to make informed decisions faster.

Company Details

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Microsoft Dynamics 365 Sales (CRM) Professional Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Microsoft Dynamics 365 Sales (CRM) Professional.

88 Likeliness to Recommend

1
Since last award

98 Plan to Renew

87 Satisfaction of Cost Relative to Value

1
Since last award

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Emotional Footprint Overview

+83 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Microsoft Dynamics 365 Sales (CRM) Professional?

1% Negative

4% Neutral

95% Positive

Pros

Reliable
Enables Productivity
Helps Innovate
Performance Enhancing

Feature Ratings

Average 82

Customer Service Management

Lead Management

Sales Management

Analytics and Reporting

Activity and Workflow Management

Collaboration

Marketing Management

Account and Contact Management

Telephony and Call Center Management

Quote Contract and Proposal

Mobile

Vendor Capability Ratings

Average 79

Ease of Implementation

Quality of Features

Usability and Intuitiveness

Business Value Created

Product Strategy and Rate of Improvement

Breadth of Features

Ease of Data Integration

Ease of Customization

Availability and Quality of Training

Ease of IT Administration

Vendor Support

Microsoft Dynamics 365 Sales (CRM) Professional Reviews

Clancy B.

Role: Human Resources
Industry: Telecommunications
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Jul 2023

A Professional Intelligent Insight for sales.

Likeliness to Recommend

8 /10

What differentiates Microsoft Dynamics 365 Sales (CRM) Professional from other similar products?

What sets Dynamics 365 Sales Professional apart from other similar products is its seamless integration with the broader suite of Microsoft's business applications. This tight integration with other Dynamics 365 apps, such as Marketing and Customer Service, enables a holistic approach to managing customer relationships and streamlines data sharing across teams. Additionally, its user-friendly interface and intuitive navigation make it easy for sales professionals to quickly adapt and utilize the software effectively. The built-in AI-driven sales insights and predictive analytics provide valuable guidance.

What is your favorite aspect of this product?

As a user, my favorite aspect of Dynamics 365 Sales Professional is its powerful and intelligent sales insights. The integration of AI-driven analytics and predictive tools provides valuable data-driven recommendations and forecasts, which significantly enhances my decision-making process. Being able to identify trends, prioritize leads, and anticipate customer needs allows me to stay one step ahead and proactively address challenges. This feature not only saves time but also empowers me to focus on building stronger relationships with my clients and ultimately drives better sales performance.

What do you dislike most about this product?

I find somewhat disappointing is the limited customization options. While the software offers a solid set of features and functionalities, I wish there were more flexibility in tailoring certain aspects of the interface and workflows to better align with the specific needs of our business. Having the ability to personalize certain elements would enhance the user experience and make the software feel more tailored to our unique sales processes

What recommendations would you give to someone considering this product?

For prospective customers looking for a comprehensive and intelligent sales management solution, I highly recommend considering Dynamics 365 Sales Professional. With its seamless integration into the broader suite of Microsoft business applications, this software offers a cohesive approach to managing customer relationships and streamlining data sharing across teams. The AI-driven sales insights and predictive analytics provide valuable guidance, enabling data-driven decision-making and proactive identification of opportunities.

Pros

Efficient Service
Respectful
Acts with Integrity
Helps Innovate

Methu E.

Role: Sales Marketing
Industry: Utilities
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Apr 2023

A Reliable CRM SOFTWARE

Likeliness to Recommend

10 /10

What differentiates Microsoft Dynamics 365 Sales (CRM) Professional from other similar products?

Microsoft Dynamics 365 Sales (CRM) Professional has been so reliable, making it an impressive software.

What is your favorite aspect of this product?

I like the accuracy and ease of use of Microsoft Dynamics 365 Sales (CRM) Professional.

What do you dislike most about this product?

I do not dislike anything about Microsoft Dynamics 365 Sales (CRM) Professional.

What recommendations would you give to someone considering this product?

I highly recommend Microsoft Dynamics 365 Sales (CRM) Professional.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Danny L.

Role: Sales Marketing
Industry: Telecommunications
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Feb 2023

Good reporting features. Lacks Gmail integration.

Likeliness to Recommend

7 /10

What differentiates Microsoft Dynamics 365 Sales (CRM) Professional from other similar products?

I have not seen any differenciators when comparing Salesforce.

What is your favorite aspect of this product?

User friendly, easy to navigate.

What do you dislike most about this product?

Cannot customize, and filter better.

What recommendations would you give to someone considering this product?

Compare Salesforce side by side when choosing CRM.

Pros

Reliable
Helps Innovate
Continually Improving Product
Performance Enhancing

Cons

Less Fair
Wastes Time
Charges for Enhancements

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Microsoft Dynamics 365 Sales (CRM) Professional

What is Microsoft Dynamics 365 Sales (CRM) Professional?

Company Details

Need Assistance?

Microsoft Dynamics 365 Sales (CRM) Professional Ratings

88 Likeliness to Recommend

1 Since last award

98 Plan to Renew

87 Satisfaction of Cost Relative to Value

1 Since last award

Emotional Footprint Overview

+83 Net Emotional Footprint

How much do users love Microsoft Dynamics 365 Sales (CRM) Professional?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Customer Service Management Includes case and ticket management, automatic escalation rules, advanced resolution tools, multi-channel integration, and in-band response capabilities.

Lead Management Track and optimize prospective customers through lead generation, customer inquiry and capture, filtering, grading distribution, and contact/lead nurturing.

Sales Management Lead gen, pipeline management, team & geography-based assignment. Compensation & contract management. Ability to pull customer data from the social cloud.

Analytics and Reporting Includes historical & real-time dashboard visualizations, detailed & summary reporting and easy data extraction for data analysis.

Activity and Workflow Management Text or code-based and visual workflow designers.

Collaboration Includes ability to view, share and direct work between co-workers in real or near real-time.

Marketing Management Multi-channel campaign management and analytics, budget tracking, click-to-lead capabilities, and social property management, keyword mining, and analytics.

Account and Contact Management Customizable records with customer demographic information, account history, and billing information.

Telephony and Call Center Management Computer-telephony integration for bringing call info into the CRM suite. Advanced call recording, scripting, queuing, and Interactive Voice Response (IVR).

Quote Contract and Proposal Includes web portals, quoting capabilities, order tracking and fulfillment, and rapid deployment templates for e-commerce sites.

Mobile Ability to support multiple devices, OSes and platforms using mobile optimized, HTML-based web access and/or native applications.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Microsoft Dynamics 365 Sales (CRM) Professional Reviews

Clancy B.

A Professional Intelligent Insight for sales.

Likeliness to Recommend

Pros

Methu E.

A Reliable CRM SOFTWARE

Likeliness to Recommend

Pros

Danny L.

Good reporting features. Lacks Gmail integration.

Likeliness to Recommend

Pros

Cons

Most Popular Microsoft Dynamics 365 Sales (CRM) Professional Comparisons

HubSpot Sales Hub

Pipedrive

Zoho CRM

SugarCRM

Sage CRM

Salesforce Sales Cloud Professional

1
Since last award

1
Since last award

Feature Ratings

Customer Service Management

Lead Management

Sales Management

Analytics and Reporting

Activity and Workflow Management

Collaboration

Marketing Management

Account and Contact Management

Telephony and Call Center Management

Quote Contract and Proposal

Mobile

Vendor Capability Ratings

Ease of Implementation

Quality of Features

Usability and Intuitiveness

Business Value Created

Product Strategy and Rate of Improvement

Breadth of Features

Ease of Data Integration

Ease of Customization

Availability and Quality of Training

Ease of IT Administration

Vendor Support