Dynamics 365 Sales
Microsoft sales CRM that works with Outlook, Teams and Power Platform. Copilot and prebuilt AI agents handle lead qualification, opportunity research and deal summaries.
What is Dynamics 365 Sales?
Dynamics 365 Sales is Microsoft's cloud CRM for sales reps, managers and sales operations. It connects to Outlook and Microsoft 365, and to Power Apps, Power Automate and Power BI for customizing and reporting. Copilot features include a Sales Qualification Agent, a Sales Opportunity Agent that researches deals and flags risks, a Sales Research Agent and, in preview, a Sales Close Agent. Teams can build custom agents in Copilot Studio.
Who is it for?
It suits sales organizations that already run on Microsoft 365 and want CRM inside Outlook and Teams, with the option to extend through Power Platform. A small team that wants a quick, light setup may prefer a simpler CRM.
Pricing
Prices are per user per month, paid yearly.
- Professional: $65. Core sales force automation, Microsoft 365 interoperation, reporting and dashboards.
- Enterprise: $105. Adds contextual insights, AI, advanced customization, Copilot and access to prebuilt agents.
- Premium: $150. Everything in Enterprise plus 1,000 Copilot Credits, Sales Insights, AI recommendations and data enrichment.
- Microsoft Relationship Sales: contact Microsoft; 10-seat minimum. Enterprise plus LinkedIn Sales Navigator.
Copilot Studio agents are bought separately, as a pre-purchase plan (up to 20% savings) or pay as you go. Prices checked on 6 October 2026.
Strengths
- Microsoft 365 fit: Outlook, Teams and SharePoint connect directly.
- Prebuilt AI agents for qualification, opportunity research and deal analysis.
- Power Platform (Power Apps, Power Automate, Power BI) extends the CRM without a separate vendor.
- Mobile apps for iOS and Android.
- Custom agents can be built in Copilot Studio.
What to consider
- Copilot and prebuilt agents start at the $105 Enterprise edition.
- Copilot Credits are included only on Premium at 1,000, and Copilot Studio agents cost extra.
- Professional at $65 covers core sales force automation, not the AI features.
- Copilot Credits and agents add a usage cost on top of the per-user price.
Bottom line
Shortlist Dynamics 365 Sales if your team lives in Outlook and Teams and wants AI agents inside the CRM. Before buying, price the Enterprise or Premium edition plus any Copilot Studio usage, not the $65 entry plan.
WeekCRM score: 63 out of 100
Dynamics 365 Sales is number 45 of 83 CRMs we have scored. Every point comes from a fact with a source, checked on Oct 7, 2026.
| Check | Points | What we found |
|---|---|---|
| Price for 10 people | 11/20 | $650 a month on Dynamics 365 Sales Professional, billed annually |
| Integrations | 12/20 | 12 of 20 common apps connect natively or through a marketplace |
| Ease of use | 12/20 | 8.3 out of 10 from customer reviews Capterra 4.1/5, 5,860 reviews; App Store 4.33/5, 849 ratings |
| Release pace | 7/15 | 5+ dated releases in 180 days |
| Openness | 15/15 | public API docs, public changelog, self-serve export |
| Price transparency | 3/5 | Some plans are “contact sales” |
| Free entry | 3/5 | Free trial |
Dynamics 365 Sales integrations we verified
| App | How it connects | What syncs | Checked |
|---|---|---|---|
| Aircall | Marketplace app | Each call logged as an activity on the matching Contact or Lead; Call direction, duration, recording link, notes and tags; New Contact or Lead created for unknown numbers, per admin settings | Oct 7, 2026 |
| Calendly | Marketplace app | Lead and meeting record created or updated when a meeting is booked; Rescheduled or canceled meetings update the appointment; Calendly form submissions added to records | Oct 7, 2026 |
| DocuSign | Marketplace app | Agreements sent and tracked from Dynamics 365; Signed documents attached in Dynamics 365; Documents pre-filled from Dynamics data; Docusign field data written back | Oct 7, 2026 |
| Gmail | Built in | Email synced through server-side synchronization (POP3); Appointments, contacts and tasks are not synced with POP3 servers | Oct 7, 2026 |
| Built in | Sales Navigator controls on Account, Contact, Lead and Opportunity forms; CRM sync matches accounts, leads and contacts; Activity writeback of InMails and messages | Oct 7, 2026 | |
| Make | Marketplace app | Records created, updated, retrieved, searched, deleted and watched | Oct 7, 2026 |
| Microsoft Teams | Built in | Teams chat inside Dynamics 365 records; Records and views pinned to Teams channels; Teams meetings created and joined from Dynamics 365 | Oct 7, 2026 |
| Outlook | Built in | Dynamics 365 data shown next to Outlook emails and appointments (App for Outlook); Emails, appointments and contacts linked to Dynamics 365 records; Outlook appointments, contacts and tasks synced with Exchange | Oct 7, 2026 |
| PandaDoc | Marketplace app | Documents created, sent and tracked from Opportunity, Account, Contact, Quote and custom entities; Product and pricing data pulled into quotes | Oct 7, 2026 |
| Built in | WhatsApp conversations routed to agents through a Twilio account; WhatsApp message templates and post-conversation surveys | Oct 7, 2026 | |
| Zapier | Marketplace app | — | Oct 7, 2026 |
| Zoom | Marketplace app | Zoom meetings started and scheduled from Dynamics 365; Post-meeting data and AI summaries synced to activity records | Oct 7, 2026 |
| Intercom | Through Zapier or Make | — | Oct 7, 2026 |
| Mailchimp | Through Zapier or Make | — | Oct 7, 2026 |
| QuickBooks | Through Zapier or Make | — | Oct 7, 2026 |
| Shopify | Through Zapier or Make | — | Oct 7, 2026 |
| Slack | Through Zapier or Make | — | Oct 7, 2026 |
| Stripe | Through Zapier or Make | — | Oct 7, 2026 |
| Typeform | Through Zapier or Make | — | Oct 7, 2026 |
| Xero | Through Zapier or Make | Xero, Microsoft Dynamics 365 CRM | Oct 7, 2026 |
