Home/Compare/Salesforce vs Microsoft Dynamics 365 for Sales
Updated on: October 27, 2020

Salesforce vs Microsoft Dynamics 365 for Sales

98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
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Salesforce CRM Software
(28228 Ratings)
87% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
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96% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
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98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Remove
Salesforce CRM Software
(28228 Ratings)
87% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Remove
96% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Remove
Visit Website Visit Website Try for Free

Overview

Summary

An all-in-one customer relations management software that provides excellent features to sell, market and service your products. With the help of its automation and AI features, it lets your support agents solve customer problems faster by using the right tools. Salesforce also helps you in getting more insights into your customer behaviour which will enable you to personalize services and predict future needs. With its community cloud feature, you can also build communities to connect and collaborate with customers, partners and employees. Salesforce takes customer relations to a whole new level. ..read more

Dynamics CRM is a powerful software with a number of tools that help in making the customer-facing functions of business easier. Microsoft Dynamics CRM delivers a wide range of CRM via five individual apps - Customer Service, Sales, Field Service, Marketing, Project Service Automation that work in integration. It aims at centralizing customer informations, automating marketing informations, tracking sales opportunities, analyzing data and enabling a responsive customer service. All of these functions ensure that you are never out on any growth opportunity by maximizing your business relationships. ..read more

With monday.com, you can better plan, organize and track your work from one centralized, visual and collaborative work space. It is intuitive and easy to use, which means that your team members can get up and running quicker by just sending them an email. Monday.com prioritizes flexibility to ensure that each team has a workflow that adopts to how they work. Easy onboarding, fast adoption With monday.com, you can plan everything you do in a very visual way, which makes it easier to stay on top of your tasks and not fall behind. You can agiley pivot from one strategy and challenge to the next, while adapting the way you work and your workflows. This solution provides an at a glance overview of the status of your workflows and projects so you can easily track the progress of each of them. To start off, all you have to do is to pick a template and you can then customize it to fit the needs of your company and match the structure of your workflows. ..read more

Features

Budget Management

Call Logging

Contact Management

Customer Support

IT Project Management

Idea Management

Issue Management

Kanban Board

Lead Scoring

List Management

Marketing Automation

Milestone Tracking

Percent-Complete Tracking

Portfolio Management

Product Catalog

Project Management

Project Planning

Project Templates

Quotes (Proposals)

Recurring Task Management

Referral Tracking

Requirement Management

Resource Management

Status Tracking

Task Management

Time & Expense Tracking

Timeline View

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

San Francisco, California / +1 800-667-6389

Redmond, Washington

New York, New York

API

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Mobile - Windows

Mobile - BlackBerry

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

Essentials
$25 /User/Month

billed Yearly

All-in-one sales and support app

Features

  • Account, Contact, Lead, and Opportunity Management
  • Email Integration with Gmail or Outlook
  • Salesforce Mobile App
  • Lead Management
  • Lead Assignment and Routing
  • Duplicate Blocking
  • Web-to-Lead Capture
  • Mass Email
  • Campaign Management
  • Email Templates
  • Account and Contact Management
  • Opportunity Management
  • Customizable Sales Process
  • Task Management, Activity Feed
  • Full Offline Mobile Functionality
  • Customizable Reports and Dashboards
  • Files
  • Topics and Recommendations
  • Chatter
  • Case Management
  • Knowledge (Read-Only)
  • Lightning Flow Automation (Flow + Process Builder) : 5 processes & 5 flows per org
  • Lightning App Builder
  • AppExchange
  • Data Storage Per User
  • File Storage Per User
  • Email Integration with Outlook
  • Google Apps Integration
Professional
$75 /User/Month

billed Yearly

Complete CRM for any size team

Features

  • Account, Contact, Lead, and Opportunity Management
  • Email Integration with Gmail or Outlook
  • Salesforce Mobile App
  • Lead Registration and Rules-Based Lead Scoring
  • Collaborative Forecasting
  • Lead Management
  • Lead Assignment and Routing
  • Duplicate Blocking
  • Web-to-Lead Capture
  • Mass Email
  • Campaign Management
  • Email Templates
  • Rules-Based Lead Scoring
  • Lead Registration
  • Campaign Influence : 3 campaigns per opportunity
  • Account and Contact Management
  • Opportunity Management
  • Customizable Sales Process
  • Task Management, Activity Feed
  • Person Accounts
  • Sales Console App : 1 custom app per org
  • Full Offline Mobile Functionality
  • Collaborative Forecasting
  • Forecasting Mobile App
  • Contracts
  • Sales Orders
  • Products and Price Books
  • Quotes
  • Customizable Reports and Dashboards
  • Files
  • Topics and Recommendations
  • Chatter
  • Case Management
  • Knowledge (Read-Only)
  • Lightning Flow Automation (Flow + Process Builder) : 5 processes & 5 flows per org
  • Lightning App Builder
  • AppExchange
  • Data Storage Per User
  • File Storage Per User
  • Unlimited Custom Applications
  • Customizable Profiles and Page Layouts : 2 profiles per org
  • Roles and Permissions : 2 roles per org
  • Record Types (Per Object) : 3 types per object
  • Developer Sandbox
  • Developer Pro Sandbox : Available for purchase
  • Email Integration with Outlook
  • Google Apps Integration
  • Lightning Sync
  • Web Services API : Additional $25 per User per Month
Enterprise
$150 /User/Month

billed Yearly

Deeply customizable sales CRM for your business

Features

  • Account, Contact, Lead, and Opportunity Management
  • Email Integration with Gmail or Outlook
  • Salesforce Mobile App
  • Lead Registration and Rules-Based Lead Scoring
  • Collaborative Forecasting
  • Workflow and Approval Automation
  • Lead Management
  • Lead Assignment and Routing
  • Duplicate Blocking
  • Web-to-Lead Capture
  • Mass Email
  • Campaign Management
  • Email Templates
  • Rules-Based Lead Scoring
  • Lead Registration
  • Campaign Influence : 5 campaigns per opportunity
  • Account and Contact Management
  • Opportunity Management
  • Customizable Sales Process
  • Task Management, Activity Feed
  • Person Accounts
  • Sales Console App
  • Sales Teams
  • Calendar All
  • Full Offline Mobile Functionality
  • Collaborative Forecasting
  • Forecasting Mobile App
  • Custom Opportunity Fields in Forecasting
  • Opportunity Splits
  • Enterprise Territory Management
  • Contracts
  • Sales Orders
  • Products and Price Books
  • Quotes
  • Customizable Reports and Dashboards
  • Advanced Reporting Features
  • Files
  • Topics and Recommendations
  • Chatter
  • Case Management
  • Knowledge (Read-Only)
  • Lightning Flow Automation (Flow + Process Builder) : Unlimited
  • Lightning App Builder
  • AppExchange
  • Data Storage Per User
  • File Storage Per User
  • Unlimited Custom Applications
  • Customizable Profiles and Page Layouts : Unlimited
  • Roles and Permissions : Unlimited
  • Record Types (Per Object) : Unlimited
  • Developer Sandbox
  • Developer Pro Sandbox : Available for purchase
  • Partial Sandbox : 1 Partial Sandbox included per org
  • Full Sandbox : Available for purchase
  • Platform
  • Workflow and Approval
  • Email Integration with Outlook
  • Google Apps Integration
  • Lightning Sync
  • Web Services API
Unlimited
$300 /User/Month

billed Yearly

Unlimited CRM power and support

Features

  • Account, Contact, Lead, and Opportunity Management
  • Email Integration with Gmail or Outlook
  • Salesforce Mobile App
  • Lead Registration and Rules-Based Lead Scoring
  • Collaborative Forecasting
  • Workflow and Approval Automation
  • 24/7 Support and Configuration Services
  • Lead Management
  • Lead Assignment and Routing
  • Duplicate Blocking
  • Web-to-Lead Capture
  • Mass Email
  • Campaign Management
  • Email Templates
  • Rules-Based Lead Scoring
  • Lead Registration
  • Campaign Influence : 5 campaigns per opportunity
  • Account and Contact Management
  • Opportunity Management
  • Customizable Sales Process
  • Task Management, Activity Feed
  • Person Accounts
  • Sales Console App
  • Sales Teams
  • Calendar All
  • Full Offline Mobile Functionality
  • Collaborative Forecasting
  • Forecasting Mobile App
  • Custom Opportunity Fields in Forecasting
  • Opportunity Splits
  • Enterprise Territory Management
  • Contracts
  • Sales Orders
  • Products and Price Books
  • Quotes
  • Customizable Reports and Dashboards
  • Advanced Reporting Features
  • Files
  • Topics and Recommendations
  • Chatter
  • Case Management
  • Knowledge (Read-Only)
  • Lightning Flow Automation (Flow + Process Builder) : Unlimited
  • Lightning App Builder
  • AppExchange
  • Data Storage Per User
  • File Storage Per User
  • Unlimited Custom Applications
  • Customizable Profiles and Page Layouts : Unlimited
  • Roles and Permissions : Unlimited
  • Record Types (Per Object) : Unlimited
  • Developer Sandbox
  • Developer Pro Sandbox
  • Partial Sandbox : 1 Partial Sandbox included per org
  • Full Sandbox : 1 Full Sandbox included per org
  • Platform
  • Workflow and Approval
  • Email Integration with Outlook
  • Google Apps Integration
  • Lightning Sync
  • Web Services API
View Price Page
Dynamics 365 Sales Professional
$65 /User/Month

Features

  • Unlimited users
  • Lead and opportunity management
  • Marketing lists and quick campaigns
  • Products, price lists, and product bundles
  • Quotes, orders, and invoices
  • CPQ and data enrichment solution discovery
  • Live org charts
  • Business card scanner(Add-on)
  • Product taxonomy, relationships, and hierarchies
  • Cases
  • Microsoft Office 365 integration: (Outlook, Exchange, Excel, Teams, OneDrive / SharePoint, OneNote)
  • Export to Excel, advanced analytics with separate Power BI license
  • Real-time sales reports and dashboards
  • Application customizations: Limited
Dynamics 365 Sales Enterprise
$95 /User/Month

Features

  • Forecasting
  • Sales playbooks
  • Business card scanner
  • Competitors, sales goals, and territory management
  • Partner relationship management
  • Gamification
  • Knowledge management
  • Portals
  • Application customizations
  • Custom applications
  • Workflow automation
  • Assistant (base cards)
  • Assistant (within Dynamics 365 Sales)
  • Email intelligence (email engagement and email capture)
  • Predictive forecasting
  • Pipeline intelligence
  • Predictive scoring
  • Relationship analytics
  • Connection insights (who knows whom and talking points)
  • Notes analysis
  • Assistant (custom cards)
  • Assistant customization
  • Call transcription
  • Keyword, sentiment, and emotion analysis
  • Competitive products and brand analysis
  • Pipeline analysis
  • Seller behavior and top seller analysis
  • Coaching tools
  • Personalized seller dashboards
Microsoft Relationship Sales
$162 /User/Month

Features

  • Requires a 10-seat minimum
  • Embedded Sales Navigator in Dynamics 365 Sales
  • Activity sync from Sales Navigator
  • Accounts, leads, and contacts saved to Sales Navigator
  • PointDrive
Dynamics 365 Sales Insights
$50 /User/Month

Features

  • Includes 3 hours/user/month of conversation intelligence
View Price Page
Basic
$49 /User/Month

For 5 users, Pricing varies based on number of users upto 200

Features

  • Unlimited free viewers
  • Unlimited boards
  • Over 20 column types
  • iOS and Android apps
  • File storage: 5 GB
  • Activity log: 1 week
  • Whiteboard integration
  • Embed documents
  • Kanban view
  • Embedded forms
  • Dashboards: 1 board per dashboard
  • Two-factor authentication
  • Self-serve knowledge base
  • 24/7 customer support

Standard
$59 /User/Month

For 5 users, Pricing varies based on number of users upto 200

Features

  • Includes features of basic plan, plus
  • File storage: 50 GB
  • Activity log: Unlimited
  • Zoom integration
  • Timeline view
  • Calendar view
  • Share boards with guests: 4 guests billed as 1 user
  • Map view
  • Advanced search
  • Forms customization
  • Integrations: 250 actions/month
  • Automations: 250 actions/month
  • Dashboards: 3 boards per dashboard

Pro
$99 /User/Month

For 5 users, Pricing varies based on number of users upto 200

Features

  • Includes features of Standard plan, plus
  • File storage: Unlimited
  • Share boards with guests: Unlimited
  • Time tracking
  • Chart view
  • Formula column
  • Custom tags
  • Private boards
  • Integrations: 25,000 actions/month
  • Automations: 25,000 actions/month
  • Dashboards: 10 boards per dashboard
  • Google authentication

Enterprise
Custom

For users more than 200

Features

  • Includes features of Pro plan, plus
  • Integrations: 250,000 actions/month
  • Automations: 250,000 actions/month
  • Dashboards: 25 boards per dashboard
  • Single Sign On (Okta, One login, Azure AD, Custom SAML)
  • Audit log
  • Session management
  • HIPAA Compliance
  • 99.9% uptime SLA
  • Advanced account permissions
  • Tailored onboarding
View Price Page

SCREENSHOTS

Salesforce Screenshots
View 3 screenshot(s)
Microsoft Dynamics 365 for Sales Screenshots
View 0 screenshot(s)
monday.com Screenshots
View 22 screenshot(s)

INTEGRATIONS

  • Pardot
  • Freshdesk
  • Dropbox Business
  • ActiveCampaign
  • Slack
  • Quickbooks
  • Zendesk Sell
  • MailChimp
  • DocuSign
  • Jira
    NA
  • Copper (ProsperWorks CRM)
  • Dropbox Business
  • Asana
  • Slack
  • JotForm
  • MailChimp
  • Typeform
  • SurveyMonkey
  • Trello
  • GitHub
  • Todoist
  • Toggl Track
  • GitLab
  • Google Drive
  • Harvest
  • Salesforce
  • Pipedrive
  • Shopify
  • Jira

ALTERNATIVES

Top alternatives to Salesforce

HubSpot CRM
Microsoft Dynamics 365 for Sales
Zoho CRM
SugarCRM
Insightly

Top alternatives to Microsoft Dynamics 365 for Sales

Salesforce
Zoho CRM
SugarCRM
Insightly
bpm’online CRM