Salesforce vs Microsoft Dynamics – CRM Platforms Compared

Salesforce is better than Microsoft Dynamics, thanks to its abundance of features, robust team infrastructure functionality, and better customer support. In fact, Microsoft Dynamics is only better on pricing, and it’s not by much, with both options representing some of the most expensive CRMs on the market.

That said, both CRMs are respectable choices, particularly for larger businesses. Our expert testers found Salesforce to be one of the best CRM systems for small businesses, too.

When it comes to customer relationship management (CRM) software, there are many services out there, but these two providers are giants among the rest.Salesforce is certainly the popular CRM software option, used by thousands of businesses worldwide, thanks largely to its massive features catalog. Microsoft Dynamics, meanwhile, is a great choice for those whose businesses are already integrated with other Microsoft services, such as Outlook and Office.

For a thorough look at the benefits and features of Salesforce and Microsoft Dynamics CRM, take a look at our head-to-head comparison table, below:

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		Free trial	Starting price	Most expensive plan	Verdict	Data cap in basic plan	Email marketing	Social marketing	Content marketing	Paid marketing	Omnichannel features	Marketing campaigns	API	Email Comms Channel	Phone Comms Channel	Website Live Chat Comms Channel	Social media Comms Channels	Lead capture	Accept payments	Onboarding
Salesforce	Microsoft Dynamics 365
30 days	30 days
$25/user/month	$65/user/month
$550/user/month	$150/user/month
An incredibly popular and customizable CRM for all businesses, with excellent communication tools	A robust CRM platform that embeds brilliantly with Microsoft products
612MB/user	10GB + 5GB/20 users
check	check
check	close
check	close
Google Ads integration	close
check	check
check	check
Open	Yes
check	check
check	Add-on required
check	Add-on required
check	close
close	close
Additional cost	check

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A good way to discover a CRM that can be customized for your needs is to use our handy CRM Quotes Tool to receive tailor-made, zero-obligation CRM cost quotes that take into account your company’s individual needs and scale.

Microsoft Dynamics vs Salesforce: Head-to-Head

Before we dig into the nitty gritty details of the Salesforce vs Microsoft Dynamics matchup, let’s take a quick look at some basic differences between the two platforms.

• Salesforce has more features than Microsoft Dynamics.
• Microsoft Dynamics is more affordable than Salesforce.
• Salesforce has better customer support than Microsoft Dynamics.
• Microsoft Dynamics integrates better with other Microsoft services than Salesforce.
• Salesforce has more team infrastructure features than Microsoft Dynamics.
• Microsoft Dynamics and Salesforce are both very customizable platforms.

As we mentioned above, Salesforce beats Microsoft Dynamics in all of the major categories of our research. Salesforce has more features, better customer support, more team infrastructure functionality, and overall better scalability for businesses that want to grow with the platform.

The only metric by which Microsoft Dynamics is better than Salesforce is price, and both CRMs are definitely on the more expensive side, netting two of the lowest scores across our research.

Likewise, Microsoft Dynamics and Salesforce both netted the same score for customizability, as both offer a wide range of integrations and robust analytics, allowing for users to utilize the platforms however they see fit.

Microsoft Dynamics still has its place, though, as it integrates seamlessly with the rest of the Microsoft 365 platform, like Outlook and Teams, so even if it has a bit less functionality, the ease of use is there if you already use those tools. Still, Salesforce clearly has the edge of everything else, which is why we recommend it so highly.

Salesforce contact database
Image: Tech.co testing

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Microsoft Dynamics Overview

The first thing to know about Microsoft Dynamics is that it is heavily integrated into other Microsoft applications. Microsoft’s integration doesn’t just extend to its desktop software, either.

Even LinkedIn, which Microsoft acquired in 2016, integrates with Dynamics CRM. The platform uses design language similar to other Microsoft software, making it easier for anyone who’s already familiar with the look and feel of modern Microsoft applications to feel right at home.

Microsoft Dynamics

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In Short

• Pros

  • Integrates with other Microsoft products
  • Features on par with Salesforce catalog
  • Robust 24/5 support options

• Cons

  • Decidedly expensive compared to other options
  • Limited API access
  • No free plan available for users

Pricing

• check Professional: $65/user/month
• check Enterprise: $105/user/month
• check Premium: $150/user/month

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Most of the various Microsoft Dynamics services use a dashboard as their starting point similar to Salesforce. Here, you get at-a-glance information about the current state of your business. In Dynamics CRM for Sales, for example, the dashboard supplies current sales revenue, the average deal size, and your sales force’s lead conversion rate.

Dashboards are completely customizable and usually take the form of a tiled interface with large lettering for key numerical data, as well as large charts and graphs. Our researchers found the database functionaltiy to be extremely robust, tracking a lot of information, including in-depth timeline options that can show you everything you might need in chronological order.

Let’s take a look at three platforms offered by Microsoft Dynamics 365: Sales, Marketing, and Service.

Microsoft Dynamics 365 Sales

The primary starting point for many is Microsoft Dynamics 365 Sales. This core CRM app uses predictive analytics to better enhance the sales team’s snapshot data and help make better decisions. This is also where Microsoft’s LinkedIn integration comes into play; the LinkedIn Sales Navigator (available at higher pricing tiers) leverages your professional network to get introductions to potential leads through a mutual connection.

Beyond sales there’s a customer service module that can present key data such as open cases and email history as a dashboard or you can drill deeper with a timeline of interactions. Dynamics also uses a guided three-step process (identify-research-resolve) for dealing with customer services issues. Harnessing Microsoft’s server power, Dynamics offers intelligent chatbots that can help customer service agents surface important data about their customers.

The biggest gap for Microsoft Dynamics 365 Sales is that if offers zero lead capture features at all. Granted, Salesforce doesn’t offer much in comparison, providing on web form functionality for lead capture, but at least it’s something compared to complete lack of features from Microsoft.

Microsoft Dynamics 365 Sales

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In Short

• Pros

  • Lots of data visualization functionality
  • Robust support and help options
  • Top tier business integrations and business processes

• Cons

  • A bit on the expensive side
  • No lead capture functionality
  • Limited lead communication features

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Microsoft Dynamics 365 Marketing

When it comes to CRM for marketing, the range of products and prices is substantial. The Microsoft Dynamics 365 Marketing platform is one the higher end of that spectrum, offering robust automation functionality that can save your team a lot of time.

Still, in the realm of CRM for marketing, Microsoft Dynamics 365 Marketing can be a bit limited, largely because it can only be used for email. The platform offers no features for social, paid, or content marketing, which can be a bit limiting when it comes the scalability, you’d want with a CRM that’s this expensive.

Compared to Salesforce, Microsoft Dynamics does have a few notably missing features, like keyword monitoring and competitor analysis for content marketing. On top of that, Salesforce provides metric reports for paid marketing, which Microsoft Dynamics does not.

It does integrate excellently with other Microsoft products, though, and you’ll get top notch customer support, training, security, and onboarding, so it’s up to you!

Microsoft Dynamics 365 Marketing

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In Short

• Pros

  • Great email marketing features for reaching new customers
  • Robust support and help options
  • Plenty of team organization and coordination tools

• Cons

  • No paid or content marketing
  • Very limited social media features
  • Lacks business training for new employees

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Microsoft Dynamics 365 Service

Microsoft Dynamics 365 is probably the best option out of the three, offering a good option for the price. It only offers email support built in, but thanks to the myriad of Microsoft add-ons, you can integrate phone, website live chat, social media, and instant messaging app communications. They’ll cost a bit extra, but it could be worth it to have a more complete customer service process.

Even better, Microsoft Dynamics 365 Service comes with a bunch of team infrastructure features that can make managing your team that much easier. Pair with software like Outlook and Teams, you’ll be able to manage a remote team flawlessly.

It’s worth noting that most of these additional features are in the more expensive Enterprise plan, but the overall pricing of Microsoft Dynamics 365 Marketing is at least competitive in the market, unlike the previously mentioned CRMs.

The problem is that Microsoft Dynamics 365 Service has a lot of its features behind paywalls, requiring add-ons that cost more to get added functionality. In fact, with any channel other than email, you’ll be paying extra, including social and chatbot ticketing, both of which are included with Salesforce.

Microsoft Dynamics 365 Customer Service

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In Short

• Pros

  • Lots of potential add-ons make for customizable platform
  • Robust support and help options
  • Most security features of CRM on the list

• Cons

  • A bit on the expensive side
  • No built-in customer feedback options
  • Many features reserved for Enterprise plan

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Salesforce Overview

Widely known as one of the best CRM systems around, Salesforce has much cause for confidence. The company insists, for example, that Salesforce can outdo its main competitors. In truth, the functions of Salesforce and Microsoft Dynamics are broadly similar.

Salesforce CRM

In Short

• Pros

  • Free forever plan
  • Vast data collection combined with customizable reporting tools
  • Helpful customer support pop-ups throughout the platform with 24/7 live support
  • Varied pricing plans and industry-specific “Clouds” make it very scalable

• Cons

  • More expensive than industry average of $15/user/month
  • 24/7 support will cost extra, adding to price
  • Robust analytics probably aren’t necessary for smaller businesses

Pricing

• Starter Suite: $25/user/month
• Pro Suite: $100/user/month
• Enterprise: $175/user/month
• Unlimited: $350/user/month
• Agentforce 1 Sales: $550/user/month
• 30-day free trial

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The similarities are quite apparent when it comes to the kind of data you can track. Both Dynamics and Salesforce have robust dashboard and analytic options, with our researchers finding that Salesforce offers in-depth chart and visualization builders that can link up different data points, generating powerful insights for your team.

Where Dynamics has its modules, Salesforce has its various “clouds,” such as Sales Cloud and Service Cloud. These two form the major components of its CRM solution. There’s also Salesforce Marketing Cloud, the company’s marketing platform, which is a great option for streamlining your process for reaching and retaining customers.

Salesforce home dashboard
Image: Tech.co testing

Salesforce Sales Cloud

Sales Cloud offers all the essential features you need for CRM, such as managing opportunities, leads, contacts, accounts, and email integration (Gmail and Outlook). Alternatively, users can access Salesforce data from within Gmail. This is similar to Microsoft’s Relationship with Sales feature we discussed earlier.

Both Salesforce Sales Cloud and Microsoft Dynamics 365 Sales offer lead scoring functionality. However, Salesforce Sales Cloud includes it as part of the platform for all plans except the Essentials plan, while Microsoft Dynamics 365 Sales requires an add-on that costs extra.

Salesforce Sales Cloud

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In Short

• Pros

  • Wide range of help & support options
  • Lots of customization opportunities
  • Provides a good infrastructure for supporting multiple sales teams

• Cons

  • Lack of digital selling tools on all plans
  • Definitely expensive compared to competitors

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Salesforce Service Cloud

Service Cloud also offers a number of essential features such as the ability to chat with customers across multiple platforms including IM, social media, and SMS. There’s also an integrated field service option and the ability to see all communication with particular customers.

Most notably, Salesforce Service Cloud allows for the creation of a user forum, where customers can help each other solve problems with the platform, a feature that is not available with Microsoft Dynamics 365 Service, no matter how much you pay.

Salesforce Service Cloud

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In Short

• Pros

  • Great infrastructure for managing larger teams
  • Lots of customization opportunities to make it work for your business
  • Plenty of communication channels to stay in touch with customers

• Cons

  • No built-in customer feedback options
  • Comparatively quite expensive
  • Robust customization can make it a bit intimidating

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Salesforce Marketing Cloud

Salesforce and Microsoft Dynamics 365 offer similar options when it comes to their marketing automation platforms and the price reflects that. You’ll be able to automate your marketing efforts to make a bigger impact on your potential customers. The primary focus for both is email, but Salesforce also offers limited features for social, content, and paid, while Microsoft Dynamics 365 Marketing does not.

Salesforce is a bit expensive, though, particularly when you consider the limited features it offers compared to others in the industry. Even worse, it doesn’t offer great help and support, which can be vital to the success of a good CRM.

Salesforce Marketing Cloud

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In Short

• Pros

  • Very strong email marketing features
  • Good data visualization options
  • Allows for omnichannel automation on all plans

• Cons

  • Extremely expensive compared to competitors
  • Limited social, paid, and content marketing options
  • Few team organization and coordination tools

Pricing

• check Starter Suite: $25/user/month
• check Growth: $1,500/month
• check Advanced: $3,250/month

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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. They both offer a seemingly endless array of add-ons, optional packages, and core functionalities that can make the process a bit intimidating.

In hopes of making it a bit less daunting, we’ve covered each providers pricing plans and options to give you a better idea of what you’re signing up for and how much it’s going to cost you.

Microsoft Dynamics Pricing

Microsoft offers its CRM platform under the Dynamics 365 app, which caters to a wide range of business types. As such, pricing for the platform depends on what kind of business area your company falls under.

Below, we’ll breakdown the pricing for Microsoft Dynamics 365 Sales, Microsoft Dynamics 365 Marketing, and Microsoft Dynamics 365 Service.

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		Free plan	Free trial	Starting price	Most expensive plan	Verdict
Microsoft Dynamics 365 Sales	Microsoft Dynamics 365 Marketing	Microsoft Dynamics 365 Customer Service
close	close	close
30 days	30 days	30 days
$65/user/month	$1,500/month	$50/user/month
$162/user/month	$1,500 per month	$95/user/month
An expensive, robust tool for analytics that’s better suited to current Microsoft users	A bit too expensive for most, but great for managing teams closely	A great, customizable platform aimed at larger businesses

Microsoft Dynamics 365 Sales

The Microsoft Dynamics 365 Sales platforms offers the most plans in the bunch, with a total of four. The prices start a bit high compared to Salesforce, but have a smaller range, topping out at barely more than half of Salesforce’s most expensive plan.

Here’s a breakdown of the four pricing plans for Microsoft Dynamics 365 Sales:

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	Plan	Price Billed annually	Users	Storage	Lead scoring	API	Custom reports	Custom automation builder
Professional	Enterprise	Premium	Relationship Sales
$65 per user per month	$95 per user per month	$135 per user per month	$162 per user per month
Unlimited	Unlimited	Unlimited	Unlimited
Database: 10GB File: 20GB Log: 2GB	Database: 10GB File: 20GB Log: 2GB	Database: 10GB File: 20GB Log: 2GB	Database: 10GB File: 20GB Log: 2GB
close	Add-on	Predictive scoring	Add-on
check	check	check	check
check	check	check	check
close	check	check	check

Microsoft Dynamics 365 Service

With only two plans, the Microsoft Dynamics 365 Service platform might seem a bit limited. But as long as you’re a bigger company in need of some robust features, these are competitively priced. Still, it’s worth considering the expense you could incur if you need additional channels other than email, as they will cost you extra.

Here’s a breakdown of the two pricing plans for Microsoft Dynamics 365 Service:

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	Plan	Price Billed annually	Email Comms Channel	Phone Comms Channel	Website Live Chat Comms Channel	Social Media Channels
Professional	Enterprise
$50/user/month	$95/user/month
check	check
close	close
close	Add-on required
close	Add-on required

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Microsoft Dynamics 365 Marketing

No need for a table on this one! Microsoft Dynamics 365 Marketing only offers one pricing plan — compared to Salesforce Marketing Cloud’s four — which costs $1,500 per month, allows for unlimited users, and has a contact limit of 10,000 contacts. It can notably only help with email marketing, which can be a deal breaker, especially for the price. Still, if you’re already set up with Microsoft, it can be a valuable addition to the business.

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. Check out the table below to see how much each Cloud will cost and keep scrolling for a more in-depth look at pricing plans for each option.

Check out our Salesforce pricing guide for more information

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		Free plan	Free trial	Starting price	Most expensive plan	Verdict
Salesforce Small Business	Salesforce Sales Cloud	Salesforce Service Cloud	Salesforce Marketing Cloud
close	close	close	close
30 days	30 days	30 days	close
$25/user/month	$25/user/month	$25/user/month	$25/user/month
$100/user/month	$330/user/month	$330/user/month	$15,000/month
A multi-purpose starter plan for small businesses new to the CRM world.	A scalable, highly customizable platform that’s great for managing teams	An fully-featured yet pricey CRM solution with excellent team management tools.	A very expensive option that provides robust email and omnichannel features

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Salesforce Sales & Service Cloud Pricing

The most common options for CRM are the Sales Cloud and Service Cloud, which give you all the CRM functionality you need for your sales or customer service business.

Each platform offers four different pricing plans, which conveniently line up in price and functionality: Essentials, Professional, Enterprise, and Unlimited.

Sales and Service can also be bought as a bundle, with the Essentials plan still costing just $25 per user per month, but different pricing for the remaining plans: The Professional plan for a Sales/Service bundle costs $105 per user per month, the Enterprise plan costs $190 per month, and the Unlimited plan costs $355 per user per month.

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	Plan	Price Billed annually	Users	Lead scoring	API	Advanced forecasting	Mobile app	Offline mobile access	Agentforce AI	Key features
Free Suite	Starter Suite	Pro Suite	Enterprise	Unlimited	Agentforce 1 Sales
Free	$25/user/month	$100/user/month	$175/user/month	$350/user/month	$550/user/month
2	Unlimited	Unlimited	Unlimited	Unlimited	Unlimited
close	close	check	Paid add-on	check	check
close	close	$25/user/month	check	check	check
close	close	close	check	check	check
close	check	check	check	check	check
close	close	check	check	check	check
close	close	close	$125/user/month	$125/user/month	check
Account, contact, lead, and opportunity management Customizable sales process Custom reports and dashboards	Access to Salesforce mobile app Conversation insights Activity capture	Contracts, orders, and quotes Access to AgentExchange app store Campaign influence to improve ROI	Opportunity scoring and deal insights Advanced reporting tools Approval processes	Sales engagement and conversation intelligence Premier success plan Einstein predictive forecasting	Unmetered Agentforce usage Sales planning, programs, incentive management Slack Enterprise+

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Salesforce Marketing Cloud Pricing

In addition to the Sales Cloud and Service Cloud options, Salesforce Marketing is a popular option for those in those looking for a CRM for marketing. It offers a robust platform that can help you automate a wide range of processes to save your business time. It is a bit expensive, especially considering its limited features in some areas, but it could still be the right fit for your company.

Here’s how the pricing breaks down for the different Salesforce Marketing Cloud plans:

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	Plan	Price Billed annually	Best for	Email marketing	Social marketing	Content marketing	Paid marketing	Omnichannel features
Starter Suite	Pro Suite	Growth	Advanced
$25/user/month	$100/user/month	$1,250/month	$4,400/month
Small businesses	Customization	Email automation	AI-powered features
check	check	check	check
close	close	check	check
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Other CRM Alternatives

Yes, Salesforce and HubSpot are two of the best CRM platforms on the market today. Still, they’re very much geared towards larger businesses, which means that small businesses might be looking for an alternative that fits their needs.

Fortunately, we’ve done a lot of research on the best CRMs for small business, so you can find the right platform for your business. Take a look at the table below to see what kind of options are available today.

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		Free trial	Starting price	Most expensive plan	Verdict	Email marketing	Social marketing	Marketing campaigns	API	Email Comms Channel	Phone Comms Channel	Website Live Chat Comms Channel
BEST FOR SALES	BEST FOR MARKETING	FEATURED
Salesforce	HubSpot	monday CRM	Zendesk	Freshsales CRM	Pipedrive	Microsoft Dynamics 365	Zoho CRM	SugarAI	Keap	Sendinblue
30 days	14 days	14 days	30 days	21 days	14 days	30 days	15 days	7 days	14 days	check
$25/user/month	$9/user/month	$12/user/month	$19/user/month	$9/user/month	$14/user/month	$65/user/month	$14/user/month	Custom	$249/month	$25 per month
$550/user/month	$3,600/user/month	$28/user/month	$169/user/month	$59/user/month	$99/user/month	$150/user/month	$52/user/month	Custom	$249/month	$POA
An incredibly popular and customizable CRM for all businesses, with excellent communication tools	An easy-to-use and highly scalable platform ideal for growing businesses, with an excellent free plan	Popular option with a modern, easily customizable interface and a great Free Trial	A robust platform aimed at businesses looking to scale	A highly intuitive CRM that is packed with plenty of features and even has a free plan option	Core CRM features in flexible pricing plans make this one of the best value CRM options for any small business	A robust CRM platform that embeds brilliantly with Microsoft products	An attractive option, with lots of features for a low price	A great all-round CRM with a great, easy to understand dashboard	A suitable all-in-one platform for sales and marketing but a bit expensive	A decent choice for email marketing that falls behind in some other areas
check	check	check	check	check	check	check	check	check	check	check
check	check	close	check	check	close	close	check	check	close	check
check	check	check	check	check	check	check	check	check	check	check
Open	Limited	Open	Open	Open	Open	Yes	Limited	Open	Limited	Open
check	check	close	check	check	check	check	close	check	check	check
check	check	check	Requires Telephony integration on Support plans, available on Suite plans	check		Add-on required	check	check	check	close
check	check	check	check	check	check	Add-on required	close	close	check	close

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How Did We Research Salesforce and Microsoft Dynamics?

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Written By

Ian Paul

Ian is an independent writer based in Israel who has worked as a technology industry reporter and critic for more than ten years. He’s written for PCWorld, Macworld, TechHive, Yahoo, Lifewire, and The Huffington Post. He primarily covers Windows, PC and gaming hardware, video and music streaming services, security software, and browsers.

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