HomeCloud ComputingMicrosoft Dynamics vs. Salesforce: Evaluating CRM Options

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 embody quite a lot of helpful enterprise instruments. And whereas the 2 platforms provide resolution portfolios that target totally different enterprise audiences and use circumstances, they overlap of their emphasis on superior buyer relationship administration options and features.

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

In case your group is on the lookout for a CRM resolution, Microsoft Dynamics and Salesforce are two of the highest choices in the marketplace. However, which one is finest on your group? To information you within the decision-making course of, this product comparability information seems to be at every CRM’s core options, its execs and cons, and what it would value to get began with Microsoft Dynamics versus Salesforce software program.

Soar 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 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 resolution is designed to assist gross sales, commerce, advertising, IT groups and different departments develop relationships not solely with prospects but additionally with staff. Past conventional CRM, Salesforce can be generally used for app improvement and large knowledge analytics by Tableau.

Microsoft Dynamics vs. Salesforce: Comparability desk


The Microsoft logo.

The Salesforce logo.

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

Microsoft Dynamics makes use of a related gross sales and advertising resolution to boost 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, automate the gross sales course of, enhance 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 by two merchandise: Gross sales Cloud and Advertising and marketing 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 and marketing Cloud allows its customers to win prospects and have extra environment friendly engagements by data-first digital advertising. Customers can automate engagement throughout channels, use clever insights to optimize advertising 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 middle resolution that enables customers to personalize buyer experiences, elevate worker effectiveness and optimize service operations. It strengthens buyer connections by delivering omnichannel service, resolving buyer points quicker, enhancing case administration and evolving discipline service administration.

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

Then again, Salesforce provides Service Cloud, a single platform for its customers to maximise return on funding and enhance effectivity, from the contact middle to the sector. By way of options equivalent to 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 provide a singular commerce expertise and adapt it to the various buying wants of their prospects. Extra particularly, Dynamics 365 makes it potential to attach the bodily and digital procuring channels prospects use to make procuring 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 provides 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 embody B2B Commerce, Order Administration for cost-cutting and driving progress, Commerce Market, and Funds.


Each options present huge integration choices to their prospects. Nevertheless, Microsoft Dynamics’ capacity to effectively combine administration software program throughout the departments, divisions and areas of a company makes it a well-liked alternative for big and scaling organizations. Moreover, one in every of Microsoft Dynamics’ standout integrations is its full integration with the Microsoft Workplace suite.

As for Salesforce, its newest integrations embody Tableau and Slack to enhance real-time visualizations and collaboration respectively. These integrations particularly transfer Salesforce a step nearer to satisfying the wants of its customers by one tech stack. The Tableau integration provides customers prompt entry to buyer analytics and visualizations to make sure they make the fitting 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 resolution 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 very scalable to fulfill person wants, whether or not scaling up or cutting down.
  • Dynamics has full compliance with GDPR and different laws, because it leverages high-quality safety requirements from the Azure platform.


  • The minimal subscription value is larger than Salesforce.
  • There are not any gross sales efficiency administration, companion administration or time monitoring options.

Salesforce execs and cons


  • Prospects get pleasure from not solely a product however a complete 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 provides intensive out-of-the-box performance.


  • It’s simple for customers to over-customize their Salesforce options, making them needlessly complicated and ineffective for core enterprise features.
  • No on-premises server deployment is accessible, 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 resolution bundle begins at $50 per person per 30 days. For extra data on Microsoft Dynamics’ pricing breakdown for various options and industries, you’ll be able to 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 number of the hottest Salesforce options in a single bundle. Add-ons give customers the power to customise their CRM options to understand their desired product. The bottom-priced Salesforce product bundle begins at $25 per person per 30 days. Discover Salesforce’s pricing web page to find out which product or resolution most closely fits your wants.

Which is healthier: Salesforce or Microsoft Dynamics?

These two high merchandise within the CRM house 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 resolution provides. In different phrases, they’re each nice options with enterprise-level options.

Microsoft Dynamics will be the better option if you’re a bigger, established enterprise or in case you already use Microsoft Workplace and different merchandise within the Microsoft ecosystem. Microsoft Dynamics situations are applied with the assistance of third-party reselling and consulting companions. Its devoted focus in your particular implementation makes Dynamics a high consideration for lots of the largest and most complicated enterprises.

SEE: The Salesforce Certification Necessities Bundle (TechRepublic Academy)

Salesforce serves companies of all sizes and is especially helpful to prospects that need to benefit from intensive integrations, an ecosystem that goes past CRM, superior automations and/or AI capabilities. Moreover, it could show extra engaging to smaller and youthful corporations on account of its decrease beginning value.

Learn subsequent: CRM software program: Selecting the best CRM for your corporation (TechRepublic)


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