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Microsoft Dynamics vs. Salesforce: Evaluating CRM Options

The Salesforce and Microsoft logos.
Picture: Rebecca Olason/TechRepublic

Microsoft Dynamics and Salesforce are each industry-leading enterprise utility suites that embrace a wide range of helpful enterprise instruments. And whereas the 2 platforms supply answer portfolios that concentrate on totally different enterprise audiences and use instances, they overlap of their emphasis on superior buyer relationship administration options and capabilities.

SEE: The Final Information to Buyer Service (TechRepublic Academy)

In case your group is in search of a CRM answer, Microsoft Dynamics and Salesforce are two of the highest choices available on the market. However, which one is greatest on your group? To information you within the decision-making course of, this product comparability information seems at every CRM’s core options, its execs and cons, and what it’s going to price to get began with Microsoft Dynamics versus Salesforce software program.

Leap to:

What’s Microsoft Dynamics?

The Microsoft logo.
Picture: Microsoft

Microsoft Dynamics is a set of clever enterprise functions that improves the operational effectivity of companies. Dynamics options deal with making companies extra versatile and cost-efficient, particularly with enterprise useful resource planning and buyer relationship administration options. Its CRM instruments enhance gross sales productiveness and advertising and marketing effectiveness utilizing enterprise intelligence, marketing campaign administration and social insights on-premises, within the cloud or in a hybrid setup.

What’s Salesforce?

The Salesforce logo.
Picture: Salesforce

Salesforce is an organization that builds cloud-based software program to assist companies uncover and connect with extra prospects, seal extra offers, and supply higher customer support. Its Buyer 360 CRM answer is designed to assist gross sales, commerce, advertising and marketing, IT groups and different departments develop relationships not solely with prospects but additionally with staff. Past conventional CRM, Salesforce can also be generally used for app improvement and massive knowledge analytics by Tableau.

Microsoft Dynamics vs. Salesforce: Comparability desk

  Microsoft Dynamics Salesforce
Gross sales forecasting Sure Sure
Lead administration Sure Sure
Gross sales efficiency administration No Sure
Reporting Sure Sure
E-commerce integrations Add-on or third-party plug-ins Add-on
Deployment On-premises, cloud or hybrid Cloud
Pricing Begins at $50 Begins at $25

Microsoft Dynamics vs. Salesforce: Characteristic comparability

Gross sales and advertising and marketing

Microsoft Dynamics makes use of a related gross sales and advertising and marketing answer to lift gross sales and engagement for its prospects no matter their funnel stage. It achieves this utilizing unified knowledge, productiveness and collaboration instruments.

Dynamics customers can visualize buyer knowledge and use synthetic intelligence to tell their choices. Customers can personalize and predict buyer intent, velocity up gross sales and advertising and marketing, automate the gross sales course of, improve productiveness, and empower and coach groups in actual time.

SEE: Salesforce Business Clouds: GM talks new merchandise and which verticals are subsequent on their roadmap (TechRepublic)

Salesforce approaches gross sales and advertising and marketing by two merchandise: Gross sales Cloud and Advertising Cloud. Gross sales Cloud optimizes effectivity and lowers prices utilizing knowledge, intelligence and automation. It helps its prospects obtain their targets with alternative administration, gross sales automation and forecast administration.

Advertising Cloud allows its customers to win prospects and have extra environment friendly engagements by data-first digital advertising and marketing. Customers can automate engagement throughout channels, use clever insights to optimize advertising and marketing efficiency and personalize moments utilizing real-time knowledge from Salesforce Genie Buyer Cloud.

Customer support

Microsoft Dynamics delivers distinctive buyer journeys by an clever contact heart answer that permits customers to personalize buyer experiences, increase worker effectiveness and optimize service operations. It strengthens buyer connections by delivering omnichannel service, resolving buyer points quicker, bettering case administration and evolving discipline service administration.

SEE: IT administration software program: The final word purchaser’s information (TechRepublic)

Then again, Salesforce presents Service Cloud, a single platform for its customers to maximise return on funding and enhance effectivity, from the contact heart to the sector. By way of options resembling automation and case administration, Service Cloud scales each course of and personalizes every engagement with synthetic intelligence.


With Microsoft Dynamics digital commerce options, customers can supply a singular commerce expertise and adapt it to the various buying wants of their prospects. Extra particularly, Dynamics 365 makes it attainable to attach the bodily and digital buying channels prospects use to make buying seamless. It additionally infuses intelligence throughout gross sales and retail knowledge, improves agility for higher adaptation and streamlines commerce operations.

SEE: The Final Shopify & E-commerce Professional Bundle (TechRepublic Academy)

Salesforce presents Commerce Cloud to maximise corporations’ income by versatile instruments and automation. Its clever suggestions are generated by AI and are particularly helpful for rising conversions. Commerce Cloud merchandise embrace B2B Commerce, Order Administration for cost-cutting and driving development, Commerce Market, and Funds.


Each options present huge integration choices to their prospects. Nevertheless, Microsoft Dynamics’ potential to effectively combine administration software program throughout the departments, divisions and places of a corporation makes it a preferred selection for giant and scaling organizations. Moreover, certainly one of Microsoft Dynamics’ standout integrations is its full integration with the Microsoft Workplace suite.

As for Salesforce, its newest integrations embrace Tableau and Slack to enhance real-time visualizations and collaboration respectively. These integrations specifically transfer Salesforce a step nearer to satisfying the wants of its customers by one tech stack. The Tableau integration presents customers instantaneous entry to buyer analytics and visualizations to make sure they make the appropriate choices a lot quicker; the Slack integration goals to simplify processes and collaboration to reduce organizational silos amongst groups.

Microsoft Dynamics execs and cons


  • Integrations with Microsoft merchandise make it a seamless answer for groups which are already subscribed to different Microsoft merchandise.
  • The low-code platform makes Dynamics easy to make use of and configure.
  • Customization is straightforward utilizing .NET, HTML and Java.
  • Dynamics is extremely scalable to fulfill person wants, whether or not scaling up or cutting down.
  • Dynamics has full compliance with GDPR and different rules, because it leverages high-quality safety requirements from the Azure platform.


  • The minimal subscription price is larger than Salesforce.
  • There aren’t any gross sales efficiency administration, accomplice administration or time monitoring options.

Salesforce execs and cons


  • Clients get pleasure from not solely a product however an entire ecosystem of options.
  • Salesforce contains plans appropriate for small companies and startups.
  • Its automation and AI-infused options allow corporations to generate extra detailed, data-driven insights.
  • Salesforce presents in depth out-of-the-box performance.


  • It’s straightforward for customers to over-customize their Salesforce options, making them needlessly advanced and ineffective for core enterprise capabilities.
  • No on-premises server deployment is on the market, as Salesforce is totally cloud-based.

Microsoft Dynamics and Salesforce pricing

Microsoft Dynamics covers a large scope of enterprise areas and is individually priced for every of these areas. Its lowest-priced answer package deal begins at $50 per person monthly. For extra info on Microsoft Dynamics’ pricing breakdown for various options and industries, you may go to its pricing web page.

Equally, Salesforce pricing is predicated on each merchandise and add-ons. While you select an version, you get a bundle of a few of the hottest Salesforce options in a single package deal. Add-ons give customers the flexibility to customise their CRM options to appreciate their desired product. The bottom-priced Salesforce product package deal begins at $25 per person monthly. Discover Salesforce’s pricing web page to find out which product or answer most closely fits your wants.

Which is best: Salesforce or Microsoft Dynamics?

These two high merchandise within the CRM area are well-developed options on their very own however are much more superior when you think about the quite a few third-party integrations every answer presents. In different phrases, they’re each nice options with enterprise-level options.

Microsoft Dynamics stands out as the better option in case you are a bigger, established enterprise or if you happen to already use Microsoft Workplace and different merchandise within the Microsoft ecosystem. Microsoft Dynamics situations are carried out with the assistance of third-party reselling and consulting companions. Its devoted focus in your particular implementation makes Dynamics a high consideration for most of the largest and most advanced enterprises.

SEE: The Salesforce Certification Necessities Bundle (TechRepublic Academy)

Salesforce serves companies of all sizes and is especially useful to prospects that need to profit from in depth integrations, an ecosystem that goes past CRM, superior automations and/or AI capabilities. Moreover, it could show extra engaging to smaller and youthful corporations attributable to its decrease beginning worth.

Learn subsequent: CRM software program: Choosing the proper CRM for your small business (TechRepublic)



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