This tool is best for small businesses already deep in the Microsoft ecosystem — think Office 365 and Teams users who need a CRM that plays nicely with what they already use. The tight integration with Outlook and Excel is a real advantage, but at $65/user/month for the base plan, it's expensive for a small team and carries a learning curve that can slow you down. Most small businesses under 20 people will find simpler, cheaper CRMs like HubSpot or Pipedrive a better fit.
Track leads, contacts, and deals through your entire sales pipeline
Sync emails and calendar events directly from Outlook
Use AI to score leads and predict which deals are likely to close
Automate follow-up tasks and sales workflows
Generate sales forecasts and performance reports
Connect with other Microsoft tools like Teams, Excel, and Power BI
No integrations listed yet for Microsoft Dynamics 365 Sales.
Dynamics 365 Sales includes Microsoft Copilot, which can summarize customer emails, suggest next steps, and give you a quick rundown of where deals stand. It also uses AI to score leads and flag which deals are most likely to close.
AI-generated training guides tailored to your team's size, skill level, and focus areas for Microsoft Dynamics 365 Sales — coming in v0.3.2.
View our roadmap →We're building a review system so business owners like you can share real experiences with Microsoft Dynamics 365 Sales.
