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
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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
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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

"...I the initial dashboard is really nice and easy to keep track of opportunities from emails...." Peer review by User

Microsoft Dynamics 365 for Sales, Less Annoying CRM, Teamgate CRM, monday sales CRM, ClickUp, 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.

Comprehensive Insights on Microsoft Dynamics 365 for Sales Use Cases

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

How does Microsoft Dynamics 365 for Sales facilitate Contact List Management?

Why is Microsoft Dynamics 365 for Sales the best choice for Lead Tracking?

What makes Microsoft Dynamics 365 for Sales ideal for Sales Document Management?

How does Microsoft Dynamics 365 for Sales facilitate 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.

Case Studies

Retail

CASE STUDY Liverpool

Microsoft Advertising helped Liverpool, Mexico's largest department store chain, boost sales during their 'La Venta Nocturna' event. Liverpool used separate Search campaigns for Brand and Non-Brand t...actics and launched a detailed Performance Max campaign. These strategies increased online visibility and conversions. Liverpool generated over 128% revenue above their target. The campaigns delivered strong incremental revenue and return on ad spend.

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Non-Profit Organization Management

CASE STUDY St John Ambulance

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.

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Hospitality

CASE STUDY Villa Finder

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.

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Apparel & Fashion

CASE STUDY s.Oliver

Microsoft Advertising helped s.Oliver run a festive campaign called 'Celebrate Togetherness.' The challenge was to manage high ad volume and connect with a broad audience during a short 14-day peak s...eason. s.Oliver used online video ads and impression-based remarketing on Microsoft Advertising. The campaign achieved a 10% lower CPM and a 50x higher CTR than other platforms. Impression-based remarketing lists delivered a 27% conversion rate, compared to 21% for in-market audiences.

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Information Technology and Services

CASE STUDY RelevanC

Microsoft Invest DSP helped RelevanC lower the carbon emissions of digital ad campaigns. RelevanC used A/B testing with GreenMetrics and Impact+ to optimize for low carbon impact. They targeted low e...mission websites, adjusted device and connection types, and set viewability thresholds. The solution cut power consumption by up to 8.2 times for IAB formats and 6.6 times for video. GEF emissions dropped by up to 10 times for IAB formats and 6.8 times for video, while ad performance stayed the same or improved.

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Consumer Electronics

CASE STUDY Samsung Electronics Germany

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.

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Video

Microsoft Dynamics 365 Sales (CRM): Tutorial for Beginners

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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, Teamgate CRM, Monday Sales CRM and ClickUp 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

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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

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for Microsoft Dynamics 365 for Sales

Overall Risk Meter

Low Medium High

Top Failure Risks for Microsoft Dynamics 365 for Sales

Microsoft Corporation News

Product

Automate intent discovery and resolution with Customer Intent Agent - Microsoft Dynamics 365 Blog

Microsoft has updated its Customer Intent Agent within Dynamics 365, enhancing AI-driven contact center capabilities. The July 2025 release introduces advanced features like dynamic interviews, instruction-driven resolutions, and improved voice support. These updates aim to automate intent discovery and resolution, enabling more natural interactions and reducing escalation risks. The enhancements focus on business context-aware intent mining and autonomous learning loops, improving customer service efficiency.

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Partnership

NTT DATA Launches Global Business Unit for Microsoft Cloud to Accelerate Enterprise Transformation in the AI Era

NTT DATA has launched a global business unit focused on Microsoft Cloud to enhance enterprise transformation using AI. This collaboration aims to accelerate cloud modernization and AI adoption, leveraging Microsoft technologies like Azure and Microsoft 365. The unit will support enterprises in scaling AI solutions and modernizing operations globally, reinforcing NTT DATA's strategic alliance with Microsoft.

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Partnership

Reply S . p . A .: Reply , Thanks to the Expertise of Its Microsoft - Focused Companies , Has Been Named Prioritised Tier Partner in the Microsoft Copilot Jumpstart Partner Program

Reply S.p.A. has been recognized as a Prioritised Tier Partner in the Microsoft Copilot Jumpstart Partner Program. This status highlights the expertise of Reply's Microsoft-focused companies, WM Reply and Valorem Reply, in delivering AI-powered solutions using Microsoft's technologies. The partnership enhances Reply's ability to provide tailored Copilot solutions and support, benefiting clients like Lumen Technologies and Vodafone.

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Partnership

Microsoft : partnership with Thrive Global on a wellness app

Microsoft has partnered with Thrive Global to launch a wellness app for its employees worldwide. Integrated into Microsoft Teams, the app offers personalized wellness tools, including 'Microsteps' for lifestyle improvements, 'Thrive Resets' for stress reduction, and a 'Wellbeing Score' for health assessment. This initiative aligns with Microsoft's commitment to employee well-being across physical, mental, emotional, and financial aspects.

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Microsoft Corporation Profile

Company Name

Microsoft Corporation

Company Website

https://www.microsoft.com/en-us

Year Founded

1975

HQ Location

Redmond, WA

Employees

10001+

Social

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Financials

IPO