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Overview of the Dynamics 365 dashboard

Microsoft Dynamics 365

CRM

Traditional CRM and ERP can’t keep up

Like what you see? Get a closer look.

How will Dynamics 365 improve your sales efforts?

What are the main features of D365?

  • Lead Capture
  • Prospecting Tools
  • Cash Management
  • Forecasting

Reviews & Ratings

A Crowd Favorite

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“I have tried other CRM's in my career but none of them come close. The future of this product is incredibly bright and the cost to entry is so low that there is no reason not to give it a shot if you think it can help you.”

Capterra

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“Most Versatile CRM I have worked with! ”

G2 Crowd

D365 Sales Stats

Headquarters:

Redmond, WA

Released In:

2016

Mobile App:

Yes

Free Trial:

No

User Minimum:

No

Subscription Types:

Monthly

Deployment Options:

Cloud hosted, installed

Ideal For:

Small businesses to enterprises.

Popular Industries Served:

Manufacturing, IT, SaaS, finance, professional services, & telecommunications

Favorite Features:

User, Role, and Access Management; Contact and Account Management; Customization

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From the Source

"The deployment of Microsoft Dynamics 365 for Field Services enables us to visualize the value added to our customers, helps us improve work efficiency, reduce man-hours, shift to paperless operations, and increase our business management accuracy on a global basis."

– Mr. Senichiro Kondo, General Manager, Overseas Service Operation, Service Department

D365 Sales dashboard view

Scalable Options for Growth-Focused Businesses

Professional

$65/user/month

  • Sales executionIncludes lead and opportunity management, marketing lists and quick campaigns, products, price lists, and product bundles & more.
  • Microsoft 365 integrationIntegrations with Outlook, Exchange, Excel, Teams, One Drive/SharePoint, and OneNote
  • Reporting and analysisExport to Excel, advanced analytics with separate Power BI license. Includes real-time sales reports and dashboards.
  • Customization and extensibilityIncludes application customizations

Enterprise

$95/user/month

  • Sales executionIncludes lead and opportunity management, marketing lists and quick campaigns, products, price lists, and product bundles, quotes, orders, and invoices, forecasting capabilities, sales playbooks & more.
  • Microsoft 365 integrationIntegrations with Outlook, Exchange, Excel, Teams, One Drive/SharePoint, OneNote, and Knowledge management.
  • Reporting and analysisExport to Excel, advanced analytics with separate Power BI license and includes Real-time sales reports and dashboards
  • Customization and extensibilityApplication customizations, custom applications (Microsoft Power Apps), workflow automation (Microsoft Power Automate)
  • Contextual insightsIncludes predictive forecasting, pipeline intelligence, predictive scoring, relationship analytics, connection analytics, connection insights, notes analysis, assistant customization and premium cards.
  • Sales acceleratorIntelligent work list, up next widget, sequence designer, embedded email and phone dialer.
  • Conversation intelligenceCall transcription, keyword, sentiment, and emotion analysis, competitive products and brand analysis, pipeline analysis, seller behavior and top seller analysis, coaching tools, personalized seller dashboards, outbound calling and Teams meeting scheduler

Premium

$135/user/month

  • Sales executionIncludes lead and opportunity management, marketing lists and quick campaigns, quotes, orders and invoices, CPQ and data enrichment solution discovery, live org charts, mobile app, email intelligence, sales playbooks, and more.
  • Microsoft 365 integrationIntegrations with Outlook, Exchange, Excel, Teams, One Drive/SharePoint, OneNote, and Knowledge management.
  • Reporting and analysisExport to Excel, advanced analytics with separate Power BI license and includes Real-time sales reports and dashboards
  • Customization and extensibilityApplication customizations, custom applications (Microsoft Power Apps), workflow automation (Microsoft Power Automate)
  • Linkedln Sales NavitagorEmbedded Sales Navigator in Dynamics 365 Sales, Activity sync from Sales Navigator, Account leads, and contracts saved to Sales Navigator, Smart links
  • Contextual insightsPredictive forecasting, pipeline intelligence, predictive scoring, relationship analytics, connection insights, notes analysis, assistant customization and premium cards.
  • Sales acceleratorIntelligent work list, up next widget, sequence designer, embedded email and phone dialer
  • Conversation intelligenceCall transcription, Keyword, sentiment, and emotion analysis, competitive products and brand analysis, pipeline analysis, seller behavior analysis, personalized seller dashboards, and more.

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