Dynamics 365 Review

CRM SOFTWARE

Dynamics 365 Sales is a strong enterprise CRM for Microsoft shops and a weak fit for simple SMB pipeline buyers. Scores reflect live first-party pricing/product research — not hands-on product testing.

Last updated 2026-08-15Independent editorial review

Starting price
$65.00/user/month
Free plan
No
Free trial
30 days
Best for
Mid-market and enterprise teams standardized on Microsoft 365

Visit Dynamics 365

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SoftwareGlimpse review

7.3/10

Good

Ease of use5
Pipeline management8
Sales automation8
Email capabilities8
Reporting8
Customization9

How we score →

All features

15 features

Official demos appear only beside high-value features where verified ResearchMedia is linked — not as a generic video gallery.

Contact management
Sales Professional
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Sales Professional
Included in
✓ Sales Professional
✓ Sales Enterprise
✓ Sales Premium
– Microsoft Relationship Sales
SoftwareGlimpse teaching diagram: how Dynamics 365 pipelines move deals through stages.
Screenshot source ↗
Lead management
Sales Professional
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Sales Professional
Included in
✓ Sales Professional
✓ Sales Enterprise
✓ Sales Premium
– Microsoft Relationship Sales
SoftwareGlimpse teaching diagram: how Dynamics 365 pipelines move deals through stages.
Screenshot source ↗
Pipeline management
Sales Professional
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Sales Professional
Included in
✓ Sales Professional
✓ Sales Enterprise
✓ Sales Premium
– Microsoft Relationship Sales
What the demo shows
Sales Accelerator sequence configuration
seller sequence workflows as presented by Microsoft Dynamics 365
Source: Official Microsoft Dynamics 365
This video is hosted on YouTube
This content is hosted by YouTube. The player loads only after you allow marketing cookies.
Official vendor tutorial
Working with sequences in Dynamics 365 Sales Accelerator
What this shows
Sales Accelerator sequence configuration
seller sequence workflows as presented by Microsoft Dynamics 365
• Sales Accelerator sequence configuration
• seller sequence workflows as presented by Microsoft Dynamics 365
Deal management
Sales Professional
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Sales Professional
Included in
✓ Sales Professional
✓ Sales Enterprise
✓ Sales Premium
– Microsoft Relationship Sales
SoftwareGlimpse teaching diagram: how Dynamics 365 pipelines move deals through stages.
Screenshot source ↗
Custom fields
Sales Professional
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Sales Professional
Configure fields/dashboards/views; advanced customization emphasized on Enterprise.
Included in
✓ Sales Professional
✓ Sales Enterprise
✓ Sales Premium
– Microsoft Relationship Sales
Mobile app
Sales Professional
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Sales Professional
Included in
✓ Sales Professional
✓ Sales Enterprise
✓ Sales Premium
– Microsoft Relationship Sales
Unified mobile experience for opportunities and seller tasks.
Screenshot source ↗
Email sync
Sales Professional
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Sales Professional
Microsoft 365 / Outlook interoperation documented across Sales plans.
Included in
✓ Sales Professional
✓ Sales Enterprise
✓ Sales Premium
– Microsoft Relationship Sales
Copilot-generated email draft assistance for sellers.
Screenshot source ↗
Email tracking
Sales Enterprise
SoftwareGlimpse assessment: Plan-dependent
What it supports
Entry point: Sales Enterprise
Copilot email summaries/reply drafts listed with Enterprise Copilot capabilities.
Limitations
May require a higher plan than the entry tier
Included in
– Sales Professional
✓ Sales Enterprise
✓ Sales Premium
– Microsoft Relationship Sales
Copilot-generated email draft assistance for sellers.
Screenshot source ↗
Workflow automation
Sales Professional
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Sales Professional
Power Automate / Power Platform; may require additional licenses.
Included in
✓ Sales Professional
✓ Sales Enterprise
✓ Sales Premium
– Microsoft Relationship Sales
What the demo shows
Dynamics 365 Sales Accelerator overview
seller acceleration surfaces as presented by Microsoft Dynamics 365
Source: Official Microsoft Dynamics 365
This video is hosted on YouTube
This content is hosted by YouTube. The player loads only after you allow marketing cookies.
Official vendor video
Microsoft Dynamics 365 Sales Accelerator Overview
What this shows
Dynamics 365 Sales Accelerator overview
seller acceleration surfaces as presented by Microsoft Dynamics 365
• Dynamics 365 Sales Accelerator overview
• seller acceleration surfaces as presented by Microsoft Dynamics 365
Sales automation
Sales Enterprise
SoftwareGlimpse assessment: Plan-dependent
What it supports
Entry point: Sales Enterprise
Advanced SFA, sales engagement/accelerator capacity documented from Enterprise.
Limitations
May require a higher plan than the entry tier
Included in
– Sales Professional
✓ Sales Enterprise
✓ Sales Premium
– Microsoft Relationship Sales
Official Dynamics 365 Sales product marketing visual.
Screenshot source ↗
Reporting
Sales Professional
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Sales Professional
Reporting/dashboards; Power BI advanced analytics noted.
Included in
✓ Sales Professional
✓ Sales Enterprise
✓ Sales Premium
– Microsoft Relationship Sales
Forecasting and sales performance reporting visuals.
Screenshot source ↗
Forecasting
Sales Enterprise
SoftwareGlimpse assessment: Plan-dependent
What it supports
Entry point: Sales Enterprise
Forecasting called out under advanced sales force automation (Enterprise+).
Limitations
May require a higher plan than the entry tier
Included in
– Sales Professional
✓ Sales Enterprise
✓ Sales Premium
– Microsoft Relationship Sales
Forecasting and sales performance reporting visuals.
Screenshot source ↗
AI assistance
Sales Enterprise
SoftwareGlimpse assessment: Plan-dependent
What it supports
Entry point: Sales Enterprise
Copilot in Dynamics 365 Sales documented on Enterprise; Premium adds agents/credits/Sales Insights.
Limitations
May require a higher plan than the entry tier
Included in
– Sales Professional
✓ Sales Enterprise
✓ Sales Premium
– Microsoft Relationship Sales
Copilot-generated email draft assistance for sellers.
Screenshot source ↗
Integrations
Sales Professional
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Sales Professional
Included in
✓ Sales Professional
✓ Sales Enterprise
✓ Sales Premium
– Microsoft Relationship Sales
Data enrichment
Sales Premium
SoftwareGlimpse assessment: Plan-dependent
What it supports
Entry point: Sales Premium
AI-powered data enrichment listed under Sales Premium.
Limitations
May require a higher plan than the entry tier
Included in
– Sales Professional
– Sales Enterprise
✓ Sales Premium
– Microsoft Relationship Sales

Filter features

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Dynamics 365 feature summary

Total features: 15
Features with demo: 2
In Sales Professional: 10
In Sales Enterprise: 14
In Sales Premium: 15
In Microsoft Relationship Sales: 0

Top strengths

Native Microsoft 365, Outlook, and Teams sales workflow interoperation
Documented Copilot insights, email assistance, and Premium sales agents
Strong forecasting, dashboards, and Power BI analytics story
Power Platform / Dataverse customization and extensibility
Clear Professional → Enterprise → Premium ladder with published USD list prices

Quick facts

Starting price: $65.00/user/month
Free plan: No
Free trial: 30 days
Best for: Mid-market and enterprise teams standardized on Microsoft 365
Company size: Mid-market → Enterprise
Company: Microsoft

View full Dynamics 365 profile →

View pricing

All features

Contact management

Lead management

Pipeline management

Working with sequences in Dynamics 365 Sales Accelerator

What this shows

Deal management

Custom fields

Mobile app

Email sync

Email tracking

Workflow automation

Microsoft Dynamics 365 Sales Accelerator Overview

What this shows

Sales automation

Reporting

Forecasting

AI assistance

Integrations

Data enrichment