Microsoft Dynamics 365 Sales Review: Enterprise CRM for Microsoft Shops
Microsoft Dynamics 365 Sales is the natural choice for organizations already invested in the Microsoft ecosystem. Deep integration with Outlook, Teams, Excel, and Power BI creates workflows that feel native rather than bolted-on.
But is tight Microsoft integration enough to choose Dynamics over Salesforce? Let's dive into the details.
Quick Verdict
Best for: Organizations deep in the Microsoft ecosystem
Starting price: $65/user/mo (Professional)
Our rating: 8.4/10
What Makes Dynamics 365 Different?
Dynamics 365 Sales is built on the Microsoft Power Platform, giving it unique advantages for Microsoft-centric organizations:
- Native Microsoft integration: Outlook, Teams, Excel, SharePoint, Power BI
- Copilot AI: Microsoft's generative AI built directly into the CRM
- LinkedIn Sales Navigator: Deep integration (Microsoft owns LinkedIn)
- Power Platform: Build custom apps with Power Apps, automate with Power Automate
- Enterprise security: Azure-grade security and compliance
Key Features
Microsoft 365 Integration
Work on deals without leaving Outlook. Access CRM data in Teams channels. Analyze pipelines in Excel with live data connections. Store documents in SharePoint with automatic linking.
Copilot AI
Microsoft's Copilot brings generative AI to sales:
- Summarize customer interactions and meeting notes
- Draft personalized emails based on context
- Get deal insights and next-step recommendations
- Natural language queries for CRM data
LinkedIn Integration
LinkedIn Sales Navigator data surfaces directly in Dynamics. See mutual connections, recent activity, and company news. InMail and connection requests can be tracked as activities.
Advanced Analytics
Built-in dashboards for pipeline, forecasting, and rep performance. Power BI integration enables sophisticated custom reporting. AI-driven insights highlight deal risks and opportunities.
Dynamics 365 Sales Pricing (2026)
| Plan | Price | Key Features |
|---|---|---|
| Professional | $65/user/mo | Core CRM, Outlook integration, basic Copilot |
| Enterprise | $95/user/mo | Advanced Copilot, sales playbooks, forecasting |
| Premium | $135/user/mo | Conversation intelligence, relationship insights |
| Relationship Sales | $162/user/mo | Includes LinkedIn Sales Navigator |
Pros & Cons
✅ Pros
- Microsoft integration: Seamless with Outlook, Teams, Excel
- Copilot AI: Cutting-edge generative AI capabilities
- LinkedIn tie-in: Unique advantage for social selling
- Enterprise security: Azure-grade compliance
- Power Platform: Extensible with low-code tools
- Familiar interface: Looks like other Microsoft products
❌ Cons
- Complex implementation: Longer setup than simpler CRMs
- Steep learning curve: Not as intuitive as HubSpot
- Expensive: $65/user minimum, features add up
- Microsoft dependency: Less value outside Microsoft ecosystem
- Admin overhead: Requires ongoing technical management
Dynamics vs. Salesforce
| Factor | Dynamics 365 | Salesforce |
|---|---|---|
| Best for | Microsoft-centric orgs | CRM-first orgs |
| Entry price | $65/user | $25/user |
| Integration strength | Microsoft ecosystem | Largest app marketplace |
| AI | Copilot (GPT-4) | Einstein |
Enhancing Dynamics with AI Coaching
Copilot helps with content generation and insights, but doesn't provide real-time coaching during sales calls. Appendment adds:
- Live objection handling during conversations
- Personality-based communication guidance
- Real-time deal coaching prompts
- Automatic Dynamics sync
Compare Dynamics to other options in our complete CRM comparison guide. For Teams-specific tools, see our Microsoft Teams sales apps guide.
Want real-time coaching with Dynamics 365?
Appendment integrates with Dynamics to provide live AI guidance during calls. Book a demo
