Microsoft dynamics versus salesforce

Both vendors offer 'legacy' software products that have been built up over many years; the first version of Microsoft Dynamics was released back in , while Salesforce got its start in Both CRM systems offer a comprehensive suite of work tools.

Both have paid add-ons and flexible pricing plans so that users can customize the platform's functionality for their distinct business needs. With that in mind, how can you determine which of the two platforms is better suited for you? Read on to find out the differences between Microsoft Dynamics and Salesforce, as well as the pros and cons of each in this crm software comparison.

Microsoft Dynamics is a comprehensive business suite of tools, built to handle pretty much every work process imaginable. It's based on the Microsoft Azure cloud computing ecosystem note: an on-premise solution is also available if you so choose.

The platform contains 11 core modules, or "apps," including five of the CRM-type: sales, customer service, field service, project service automation, and marketing. The remaining six modules fall under the category of enterprise resource planning ERP , talent for HR , finance and operation, retail, mixed reality, business central for SMBs , and artificial Intelligence for sales, customer service, and market insight. For those in the market for a complete business package, here is likely some helpful overlap between the two types of modules.

All these modules integrate with virtually all the other products in the Microsoft ecosystem, furthering collaborative possibilities for example, integration with OneNote and OneDrive allow you to share and work together on documents. Dynamics products all provide general data production regulation GDPR compliance with top-tier security and data governance.

Microsoft Dynamics 's massive number of features are divided into modules. The vendor offers discounts when you buy a certain mix-and-match combination of products. Relevance Search syncs your data with Azure cloud's search index. Keyword search is then fed into the Azure Search index, improving your ability to surface the most important search results. It's toggled off by default, and once toggled on you can mindfully select only the non-sensitive data that you want to leave your system Note: depending on the amount of data, sync can take up to an hour.

The developers behind Microsoft Dynamics have put a lot of attention into building a mobile version defined by great user experience and ease of use. One time-saving feature is 'favorites,' which helps you get quick access to recently used records, dashboards, and project overviews. In addition to a mobile app for phones, the vendor also has an app specifically optimized for tablets. The platform integrates with the full range of Microsoft products, including but not limited to Outlook and Office , Flow, and Power BI.

Since Microsoft Dynamics uses a common data model, third-party integrations are pretty painless. You can download a huge range on Microsoft AppSource or use PowerApps or Microsoft Flow to develop in-house custom solutions with low code requirements.

There's plenty of ways to learn the platform via Microsoft Learning. The vendor's instructional materials include videos, as well as eLearning and in-person courses leading to role-based certifications. A day free trial is available. Microsoft Dynamics also includes a wide range of other paid add-on apps to mix-and-match for your business needs. Microsoft Dynamics has a flexible pricing structure that encourages initial adoption and incremental expansion of your usage.

There is also the possibility of adding and subtracting additional apps as your business requirements change over time. Having the ability to instantly connect the platform to more-or-less every other tool in the Microsoft universe is super useful. Role-based, record-based, and field-level security options allow you to effectively control data access across your organization.

Set permissions for collaborative projects so that only those who need access to data to do their job will have it. Data encryption comes standard, and administrators can self-manage database encryption keys with Azure Key Vault. Business Intelligence BI features help you simplify adoption of AI features with seamless interfaces, guidance, and integration with Microsoft Dynamics modules.

BI helps unify work processes, gain insights into customer relationships, and drill down through data to get usable information you can act on. It helps with everything from sales, marketing, and customer service to finance and fraud protection. Unified tech infrastructure can address the entirety of the customer journey across time and across channels, making for a holistically improved customer experience. A robust CRM platform that embeds brilliantly with Microsoft products.

An attractive option, with lots of features for a lower price. A decent choice for email marketing that falls behind in some other areas. A great all-round CRM with a great, easy to understand dashboard. In This Guide:. Let's look in a little more depth at the pros and cons of each of these big name CRM providers. Microsoft Dynamics. A robust CRM that embeds with Microsoft products 3. In Short. Gallery Click to expand. Compare Prices. Microsoft Dynamics The first thing to know about Microsoft Dynamics is that it is heavily integrated into other Microsoft applications.

Dashboard View Most of the various Microsoft Dynamics services use a dashboard as their starting point similar to Salesforce. Smart Automation Microsoft offers some helpful, smart automation, and a big emphasis on graphics to help absorb information rapidly. Salesforce CRM. Best for growing businesses 3. Pros Tailored pricing plans Provides sales and service functionality Lots of analytics and data provided. Cons Lacks basic marketing features Limited help and support functionality Busy interface can be hard to use.

Salesforce Widely known as one of the best CRM systems around, Salesforce has much cause for confidence. Salesforce Add-ons One of the biggest benefits of Salesforce is the wide range of add-ons available for an additional price. Microsoft Dynamics Pricing vs Salesforce Pricing While business software pricing is typically pretty cut and dry, Microsoft Dynamics and Salesforce represent, arguably, two of the most thorough and confusing pricing systems you can find.

Salesforce Pricing Salesforce is definitely a more affordable option than Microsoft Dynamics, although it's only slightly less complex as far as how it works. Cross-company collaboration Customizable Reports Mobile App. Marketing automation Einstein AI functionality enabled. Workflow Automation Approval Automation.

Robust analytics Improved mobile functionality. Can work with multiple businesses User permissions enabled. Get a tailored quote from Salesforce for your business in moments Compare Prices. Marketing Cloud In addition to the Sales Cloud and Service Cloud options, Salesforce also offers a Marketing Cloud option with similar pricing plan options, although the prices are much higher.

As for which is best? That really comes down to what your particular needs are, and what your existing setup looks like. Get CRM quotes. Interested in Salesforce or Microsoft Dynamics? Learn more about our top-rated providers and their prices Try Salesforce. Try Microsoft Dynamics. Frequently Asked Questions.

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Please fill in your name. Please fill in your email. Please verify before subscribing. Ian Paul ianpaul. Freshworks CRM. Zoho CRM. Salesforce Sales Cloud. Salesforce Service Cloud. Salesforce Sales and Service Cloud. There are CRMs out there for every company type, size, and niche; if you let your individual requirements inform your search, you should be able to find a good match for your circumstances. The notion of customer relationship management has been around since the s, and some of the biggest names on the CRM software market today have 15 years of experience under their belts.

In terms of market share, Salesforce is the most popular CRM software in the world. Up until recently, product rankings in the CRM market were essentially Salesforce, then everyone else. Hundreds of CRMs can perform core functions like managing customer information, tracking sales, offering customer service, and analyzing data, but the reason that big vendors like Microsoft and Salesforce have managed to climb to the top is the depth and extent of their capabilities.

These modules cover all the basics of CRM functionality, including sales, data management, and marketing, and can be completed by adding smaller specialist modules to introduce capabilities such as marketing automation and field services. Dynamics also features three primary CRM-focused apps, with another due for release in early Each app can be used as a standalone service, or in conjunction with any of the other apps from the Dynamics suite.

Browse the best candidates in your own time, on your own terms with our free Candidate Search. As with many market-leading vendors with several products under their umbrella, pricing for Salesforce can be complicated, with many apps, licensing levels, and add-ons to consider when trying to work out potential costings. Personalized pricing is available for businesses who wish to license several modules together, so to get an idea of how much a Salesforce package will set you back, you will need to contact the vendor directly.

Many vendors will offer custom pricing or discounts when licensing multiple products, so always try to negotiate a better deal. Microsoft has chosen to align it to its ERP arm, and therefore is not available as part of the Customer Engagement Plan. Though their core functionality is similar, as we can see from both their additional features and licensing models, both products score extra points in particular areas. If pricing, flexibility or user experience are vital issues, Dynamics may be the right choice.

If you think either of these products could be right for you, get in touch with the vendors to ask for a tailored business proposal. The vendor will also be able to give you a clearer idea of costs, particularly as Salesforce does not publish pricing for many of its products. In the meantime, you can get a feel for how both Salesforce and Dynamics might fit in with your team by taking up a free trial. Want to see how Microsoft Dynamics compares to other giants of the business software world?

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