--- title: Microsoft Dynamics vs. Salesforce 2026 Comparison: Which CRM Should You Choose? --- # Microsoft Dynamics vs. Salesforce 2026 Comparison: Which CRM Should You Choose? Last Reviewed: March 17, 2026 25 min read [17 comments](https://www.selecthub.com/customer-relationship-management/salesforce-and-microsoft-dynamics/#comments) [ ![Zachary Totah](https://www.selecthub.com/wp-content/uploads/2020/07/Zac-96x96.jpg) ](https://www.selecthub.com/author/zachary-totah/) [Written by Zachary Totah](https://www.selecthub.com/author/zachary-totah/) Content Manager & Editor [ ![Joan Akash](https://www.selecthub.com/wp-content/uploads/2024/02/cropped-Joan-Akash-96x96.png) ](https://www.selecthub.com/author/joan-akash/) [Technical Research by Joan Akash](https://www.selecthub.com/author/joan-akash/) Senior Analyst Summary: Choosing between Microsoft Dynamics and Salesforce? This comparison highlights their strengths and weaknesses, helping you make a smart CRM choice based on real user experiences and hands-on testing. Table of Contents Explore the CRM Hub What's your top priority today? * [Learn](#) * [What is CRM?](https://www.selecthub.com/category/customer-relationship-management/) * [Types of CRM](https://www.selecthub.com/customer-relationship-management/5-types-specialized-crm/) * [CRM vs. Marketing Automation](https://www.selecthub.com/customer-relationship-management/crm-and-marketing-automation/) * [CRM Features](https://www.selecthub.com/customer-relationship-management/crm-features-functionality-list/) * [Nonprofit CRM Features](https://www.selecthub.com/customer-relationship-management/top-nonprofit-crm-software-features/) * [CRM Benefits](https://www.selecthub.com/customer-relationship-management/7-advantages-of-crm-software/) * [CRM Examples](https://www.selecthub.com/customer-relationship-management/crm-examples/) * [Plan](#) * [How to Choose a CRM](https://www.selecthub.com/customer-relationship-management/how-to-choose-a-crm/) * [CRM Requirements](https://www.selecthub.com/customer-relationship-management/crm-requirements-checklist-and-downloadable-template/) * [CRM Pricing Comparison](https://www.selecthub.com/customer-relationship-management/crm-pricing/) * [CRM RFP Guide](https://www.selecthub.com/customer-relationship-management/crm-rfp/) * [Compare](#) * [Best CRM Software](https://www.selecthub.com/c/crm-software/) * [Best Free CRMs](https://www.selecthub.com/customer-relationship-management/free-crm/) * [Best CRMs for Small Business](https://www.selecthub.com/customer-relationship-management/crm-for-small-business/) * [Best Open Source CRMs](https://www.selecthub.com/customer-relationship-management/open-source-crm-software/) * [Best CRMs for Lead Management](https://www.selecthub.com/customer-relationship-management/lead-management-new-software-category/) * [Top Salesforce Competitors](https://www.selecthub.com/customer-relationship-management/salesforce-alternatives/) * [Zoho vs. Salesforce](https://www.selecthub.com/customer-relationship-management/salesforce-and-zoho/) * [Salesforce vs. SAP](https://www.selecthub.com/customer-relationship-management/salesforce-and-sap/) * Salesforce vs. Microsoft Dynamics * [Why You Can Trust Us](#Why%5FYou%5FCan%5FTrust%5FUs "Why You Can Trust Us") * [Quick Snapshot](#Quick%5FSnapshot "Quick Snapshot") * [Microsoft Dynamics vs. Salesforce Pricing](#Microsoft%5FDynamics%5Fvs%5FSalesforce%5FPricing "Microsoft Dynamics vs. Salesforce Pricing") * [Head-to-Head Feature Comparison](#Head-to-Head%5FFeature%5FComparison "Head-to-Head Feature Comparison") * [Account and Contact Management](#Account%5Fand%5FContact%5FManagement "Account and Contact Management") * [Communication Channels](#Communication%5FChannels "Communication Channels") * [Dashboards and Reports](#Dashboards%5Fand%5FReports "Dashboards and Reports") * [Document Management](#Document%5FManagement "Document Management") * [Lead Management](#Lead%5FManagement "Lead Management") * [Mobile Capabilities](#Mobile%5FCapabilities "Mobile Capabilities") * [Opportunity Management](#Opportunity%5FManagement "Opportunity Management") * [Partner Relationship Management](#Partner%5FRelationship%5FManagement "Partner Relationship Management") * [Product Management](#Product%5FManagement "Product Management") * [Quotes, Orders, and Contracts Management](#Quotes%5FOrders%5Fand%5FContracts%5FManagement "Quotes, Orders, and Contracts Management") * [Sales Performance Management](#Sales%5FPerformance%5FManagement "Sales Performance Management") * [Team Collaboration](#Team%5FCollaboration "Team Collaboration") * [Integrations and Extensibility](#Integrations%5Fand%5FExtensibility "Integrations and Extensibility") * [Platform Security](#Platform%5FSecurity "Platform Security") * [Beyond the Specs: What I Discovered Using Microsoft Dynamics and Salesforce](#Beyond%5Fthe%5FSpecs%5FWhat%5FI%5FDiscovered%5FUsing%5FMicrosoft%5FDynamics%5Fand%5FSalesforce "Beyond the Specs: What I Discovered Using Microsoft Dynamics and Salesforce") * [Dynamics 365 Sales](#Dynamics%5F365%5FSales "Dynamics 365 Sales") * [Salesforce Sales Cloud](#Salesforce%5FSales%5FCloud "Salesforce Sales Cloud") * [Salesforce vs. Microsoft Dynamics Pros and Cons](#Salesforce%5Fvs%5FMicrosoft%5FDynamics%5FPros%5Fand%5FCons "Salesforce vs. Microsoft Dynamics Pros and Cons") * [Pros According to User Reviews](#Pros%5FAccording%5Fto%5FUser%5FReviews "Pros According to User Reviews") * [Cons According to User Reviews](#Cons%5FAccording%5Fto%5FUser%5FReviews "Cons According to User Reviews") * [My Verdict](#My%5FVerdict "My Verdict") * [When To Choose Microsoft Dynamics](#When%5FTo%5FChoose%5FMicrosoft%5FDynamics "When To Choose Microsoft Dynamics") * [When to Choose Salesforce](#When%5Fto%5FChoose%5FSalesforce "When to Choose Salesforce") * [How We Rated and Tested Salesforce and Dynamics 365 Sales](#How%5FWe%5FRated%5Fand%5FTested%5FSalesforce%5Fand%5FDynamics%5F365%5FSales "How We Rated and Tested Salesforce and Dynamics 365 Sales") * [Get a Personalized Report](#Get%5Fa%5FPersonalized%5FReport "Get a Personalized Report") * [CRM Demo Questions](https://www.selecthub.com/customer-relationship-management/11-questions-ask-crm-demo/) * [Launch](#) * [CRM Challenges](https://www.selecthub.com/customer-relationship-management/challenges-of-crm/) * [CRM Integration](https://www.selecthub.com/customer-relationship-management/5-crm-integrations/) Leadership is looking to you to make a smart [CRM](https://www.selecthub.com/c/crm-software/) recommendation. Something that cuts down on time-consuming tasks and has the features to help your company scale. Salesforce and Microsoft Dynamics both look good on paper — impressive capabilities, strong market presence, and the ability to handle complex sales operations. But between shiny vendor promises and feature parity, sorting out which product can deliver the ROI that execs are looking for feels like playing the lottery. In this Microsoft Dynamics vs. Salesforce comparison, I’ll break down what our data and my hands-on testing revealed so you understand the tradeoffs and can make a confident recommendation. While [Salesforce Sales Cloud](https://www.selecthub.com/p/crm-software/salesforce-sales-cloud/) earned the higher overall score for more comprehensive features in our research team’s analysis, [Dynamics 365 Sales](https://www.selecthub.com/p/sales-force-automation-software/dynamics-365-sales/) delivers strengths of its own and is particularly compelling for Microsoft-centric orgs. Select up to 2 products from the list below to compare \> < | Product | Analyst Score i SelectHub's Analyst Rating is based on data from our 400+ point analysis of CRM Software, user reviews, and our own crowd-sourced data from our free software selection platform. Scores are used to determine the top features and are periodically updated via ongoing selection projects and user activity within our platform. | Awards | Top Features | User Sentiment Scorei The percentage of users who would recommend this product based on user reviews collected from popular reviews sites. | Company Size | | ------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------ | ------------ | ------------------------------------------------------------------------------------------------------------------------------------------ | ------------ | | [Salesforce Sales Cloud](https://www.selecthub.com/p/crm-software/salesforce-sales-cloud/) | 87 | Best for Team Collaboration | Dashboards and Reports, Product Management, Team Collaboration | 88%Great | Small Medium Large | | ----------------------------------------------------------------------------------------------------- | -- | ------------------------------- | ------------------------------------------------------------------ | -------- | ------------------ | | [Dynamics 365 Sales](https://www.selecthub.com/p/sales-force-automation-software/dynamics-365-sales/) | 81 | Best for Communication Channels | Communication Channels, Opportunity Management, Product Management | 85%Great | Small Medium Large | Compare Compare ## Why You Can Trust Us We’ve been independently researching CRM software since 2015, helping buyers find solutions that truly fit their needs. Our recommendations are grounded in rigorous research to provide you with unbiased guidance. For this comparison, we scored Dynamics 365 Sales and Salesforce Sales Cloud for 87 CRM features across 12 feature groups, including contact management, lead management, and dashboards and reporting. We also scored each product’s technical capabilities, including integrations and platform security. This in-depth approach allows you to clearly see which products can meet your demands and which fall short so you can make a data-backed choice. [Read about our full process.](#detailprocess) ## Quick Snapshot | Dynamics 365 Sales | Salesforce Sales Cloud | | | ------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Best For | Mid-to-large businesses needing a powerful CRM with deep customization and Microsoft integration. | Businesses looking for a scalable, highly customizable CRM with strong analytics and AI features. | | Not Ideal For | Small teams or businesses that want a fast, easy-to-use CRM. | Smaller teams or non-technical users without budget or bandwidth for setup, training, or system management. | | Competitive Edge | Tight integration with Microsoft tools Smart AI help from Microsoft Copilot Build-your-own workflows and apps with Power Platform | Powerful AI tools like Einstein for scoring, forecasting, and anomaly detection Deep customization via App Cloud, Flow Builder, and Lightning tools Built-in case management | | Integrations | **Communication:** Microsoft Teams, Outlook **Analytics:** Power BI **Cloud:** Microsoft Azure | **Accounting:** QuickBooks **Collaboration:** AppExchange apps, MuleSoft APIs and third-party systems (via plugins or partners) | | Key Features | AI keyword tracking during calls for better insights Predictive lead scoring and auto-routing Custom sales forecasting with full pipeline visibility | Einstein AI for predictive lead scoring and opportunity insights Custom app building with branded workflows and logic rules Advanced reporting tools with flexible filters and data grouping | | Biggest Downsides | Complicated setup and steep learning curve Slow performance, frequent glitches Extra costs for training, support, and advanced features | Steep learning curve, especially for advanced features High costs from add-ons, storage, or implementation Some features require third-party tools (e.g., eCommerce, event tracking) | ## Microsoft Dynamics vs. Salesforce Pricing | Dynamics 365 Sales | Salesforce Sales Cloud | | | ------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Starting Price | $65/month per user | $25/month per user | | Highest Price | $150/month per user | $550/month per user | | Free Trial | 30 days ([request for free](https://pmo.selecthub.com/free-trial/?product%5Fname=Dynamics%20365%20Sales&category=CRM%20Software&product%5Flogo=https://cdn.selecthub.com/products/ba347fcc9a79fb74e95670b24848164f-701fd727a086d85ec457f42ce9e22f5c/resources/normal/logo.png?1693317989)) | 30 days ([request for free](https://pmo.selecthub.com/free-trial/?product%5Fname=Salesforce%20Sales%20Cloud&category=CRM%20Software&product%5Flogo=https://cdn.selecthub.com/products/fe131d7f5a6b38b23cc967316c13dae2-22dddcd6f83610e821ec97db6addd674/resources/normal/logo.png?1725565422)) | | Licensing Model | Subscription | Subscription | | Other Costs | Sales Insight add-on, data migration, implementation and support. | Add-ons like Einstein for Sales, CPQ, and revenue intelligence, plus data migration, customizations and premier support. | ## Head-to-Head Feature Comparison In our experience, finding the right fit starts with understanding at a granular level which features are available out of the box. I’ll take you through our in-depth analysis, giving you a structured look at how well Microsoft Dynamics and Salesforce perform for core CRM requirements. Analyst Ratings for Functional Requirements How Dynamics 365 Sales and Salesforce Sales Cloud compare against the top 14 functional requirements as defined by SelectHub project data. Dynamics 365 Sales Salesforce Sales Cloud Account and ContactManagement CommunicationChannels Dashboards and Reports Document Management Lead Management Mobile Capabilities OpportunityManagement Partner RelationshipManagement Product Management Quotes, Orders, andContracts Management Sales PerformanceManagement Team Collaboration Integrations andExtensibility Platform Security 901009372777197401008777838294 96861009296919748100959610092940255075100 [Dynamics 365 Sales](https://www.selecthub.com/p/sales-force-automation-software/dynamics-365-sales/ "Dynamics 365 Sales") [Salesforce Sales Cloud](https://www.selecthub.com/p/crm-software/salesforce-sales-cloud/ "Salesforce Sales Cloud") ### Account and Contact Management 90 96 **Our Pick:** Salesforce gets the slight advantage thanks to stronger appointment scheduling and contact recommendation tools. Both platforms handle the basics well. You’ll get account and contact hierarchies, contact and account creation, and map integration out of the box with each. Salesforce delivers native appointment scheduling through Salesforce Scheduler, letting customers book directly without any setup work on your end. The platform also offers more granular hierarchy customization with up to 15 columns and 2,000 contact views. Just know that if you want AI-powered contact recommendations, you’ll have to pay extra for the Einstein Automated Contacts add-on, so factor that into your budget planning. ![Salesforce account page showing contacts, opportunities, account details, and upcoming activities.]() Overview of an account in Salesforce Sales Cloud. With Dynamics 365 Sales, you get professional insights and contact recommendations with LinkedIn Sales Navigator, but only via partner integration. Appointment scheduling isn’t native either. You can use Microsoft Bookings and Power Automate to create a booking flow — more setup steps than Salesforce, but tighter integration if you’re already living in the Microsoft world. [Dynamics 365 Sales](https://www.selecthub.com/p/sales-force-automation-software/dynamics-365-sales/ "Dynamics 365 Sales") [Salesforce Sales Cloud](https://www.selecthub.com/p/crm-software/salesforce-sales-cloud/ "Salesforce Sales Cloud") ### Communication Channels 100 86 **Our Pick:** Dynamics 365 Sales offers more phone and text features out of the box. When it comes to staying connected with prospects and customers, both platforms cover the fundamentals — email templates, scheduling, signatures, and tracking are all fully supported. The big difference lies in telephony and text. Dynamics 365 takes a unified approach. Native text messaging comes standard, and full telephony capabilities flow through Microsoft Teams Phone. You’ll need a separate Teams license, but it covers everything: call logging, recording, transcription, voicemail, and voice calling. ![Dynamics 365 Sales lead management screen showing open leads, lead status, and call activity panel.]() View of the Microsoft Teams Phone add-on in Dynamics 365 Sales. With Salesforces, you’ll need the additional Sales Dialer module for basic call logging, recording, and voice calling. Text messaging also requires [Service Cloud](https://www.selecthub.com/p/customer-service-software/salesforce-service-cloud/) integration. [Dynamics 365 Sales](https://www.selecthub.com/p/sales-force-automation-software/dynamics-365-sales/ "Dynamics 365 Sales") [Salesforce Sales Cloud](https://www.selecthub.com/p/crm-software/salesforce-sales-cloud/ "Salesforce Sales Cloud") ### Dashboards and Reports 93 100 **Our Pick:** Salesforce offers built-in win-loss analysis. Honestly, you can’t go wrong with either Salesforce and Dynamics 365 Sales when it comes to reporting capabilities. You’ll get pre-built sales performance reports, visual custom report builders, and the ability to schedule and export reports as PDFs or spreadsheets. Salesforce includes win-loss analysis using Opportunity reports with custom formulas. The Home page also comes with an Assistant feature with a prioritized action list, so reps can focus on the most important tasks. ![Salesforce Sales Console dashboard showing seller home metrics for deals, accounts, contacts, leads, goals, tasks, events, and recent records.]() Sales Console home page in Salesforce Sales Cloud. Dynamics 365 uses Power Apps Report Wizard for custom reports, but win-loss analysis requires a separate Power BI license. The built-in power isn’t quite on par with Salesforce. [Compare Microsoft Dynamics and Salesforce Against Your Needs](https://pmo.selecthub.com/top-crm-analyst-report-site-vers/) [Dynamics 365 Sales](https://www.selecthub.com/p/sales-force-automation-software/dynamics-365-sales/ "Dynamics 365 Sales") [Salesforce Sales Cloud](https://www.selecthub.com/p/crm-software/salesforce-sales-cloud/ "Salesforce Sales Cloud") ### Document Management 72 92 **Our Pick:** Salesforce comes with more out-of-the-box features for managing docs. Both platforms handle the document management basics well — comprehensive search, a central document repository for sales collateral, and file sharing with internal and external users through encrypted links and permission controls. However, both Salesforce and Microsoft Dynamics lack native support for knowledge base articles. You’ll have to pay for additional modules. Salesforce has a clear advantage with full version history tracking. You can see all uploaded versions, who made changes, and when. This makes managing evolving proposals and contracts less chaotic. Dynamics 365 doesn’t support version history at all — a definite downside if your team relies on document control. But Dynamics 365 makes up for it with a handy sales literature feature, which acts as its doc repository. You can organize brochures and product specs and associate them with specific competitors or products. You can also share records directly through Teams and create PDFs of sales records for external sharing. ![365 Sales Literature showing document titles, subjects, types, modified dates, and owner.]() The Sales Literature feature in Dynamics 365 Sales. [Dynamics 365 Sales](https://www.selecthub.com/p/sales-force-automation-software/dynamics-365-sales/ "Dynamics 365 Sales") [Salesforce Sales Cloud](https://www.selecthub.com/p/crm-software/salesforce-sales-cloud/ "Salesforce Sales Cloud") ### Lead Management 77 96 **Our Pick:** Salesforce’s AI capabilities earn it the edge. As you’d expect from leading CRMs, Salesforce and Dynamics 365 Sales have a strong [lead management](https://www.selecthub.com/customer-relationship-management/lead-management-new-software-category/) game. Their suite of tools let you generate leads from multiple sources, automate distribution with assignment rules, and dedupe with email and phone matching. They also offer lead scoring. Where Salesforce stands out is AI, thanks to Einstein Lead Scoring. It analyzes conversion patterns to predict which leads are most likely to close. Data enrichment comes built-in for Enterprise and Unlimited editions, automatically pulling in prospect details. And while email parsing isn’t built in, the integration is free. ![Salesforce lead page showing nurturing status, company details, campaign history, and upcoming activities.]() A lead record in Salesforce Sales Cloud. Dynamics 365 offers round-robin and load-balancing assignment options to distribute leads fairly among reps. However, it doesn’t have AI-based lead conversion insights. Email parsing also requires third-party integrations. [Dynamics 365 Sales](https://www.selecthub.com/p/sales-force-automation-software/dynamics-365-sales/ "Dynamics 365 Sales") [Salesforce Sales Cloud](https://www.selecthub.com/p/crm-software/salesforce-sales-cloud/ "Salesforce Sales Cloud") ### Mobile Capabilities 71 91 **Our Pick:** Salesforce comes with more mobile capabilities than Dynamics 365 Sales. Sales Cloud and Dynamics 365 Sales give you a solid mobile foundation. Push notifications, responsive web design, native iOS and Android apps, and offline access are all fully supported out of the box. Salesforce is the better choice if you rely heavily on field sales. Salesforce Maps offers geotagging and directions, and agents can check in/out and log their activity on the go. The platform also has caller ID with its Enhanced Contacts feature. The trade-off: you’ll need an integration to scan business cards. ![Salesforce mobile dashboard,]() Home page on the Salesforce mobile app. Dynamics 365 Sales, by contrast, includes a built-in business card scanner that uses your phone’s camera to automatically populate lead and contact records. However, it lacks check-in capabilities for field reps and doesn’t support caller ID functionality. [Compare Microsoft Dynamics and Salesforce Against Your Needs](https://pmo.selecthub.com/top-crm-analyst-report-site-vers/) [Dynamics 365 Sales](https://www.selecthub.com/p/sales-force-automation-software/dynamics-365-sales/ "Dynamics 365 Sales") [Salesforce Sales Cloud](https://www.selecthub.com/p/crm-software/salesforce-sales-cloud/ "Salesforce Sales Cloud") ### Opportunity Management 97 97 **Our Pick:** Sales Cloud and Dynamics 365 Sales tie for their opportunity management features. From predictive scoring and Kanban views to timelines for tracking activity, Salesforce and Microsoft Dynamics have a lot to offer. You can convert leads into new opportunities or create from scratch. Both products also show you stuck deals and let you create multiple pipelines — great if your sales ops are more complex. Dynamics 365 Sales provides predictive opportunity scoring and you can associate opportunities with campaigns to see the impact of your marketing efforts. But if you’re looking for AI-based sales recommendations, those are limited to manual related product suggestions. ![365 Sales Opportunity Deal Tracker]() Deal tracking in Dynamics 365 Sales. Salesforce offers Einstein Opportunity Scoring to predict win likelihood, showing both positive and negative contributing factors. The platform includes Campaign Influence tools that let you attribute success to specific campaigns. But like Dynamics 365 Sales, AI-powered sales recommendations aren’t native. You’ll have to pay for [Salesforce CPQ](https://www.selecthub.com/p/cpq-software/salesforce-cpq/). [Dynamics 365 Sales](https://www.selecthub.com/p/sales-force-automation-software/dynamics-365-sales/ "Dynamics 365 Sales") [Salesforce Sales Cloud](https://www.selecthub.com/p/crm-software/salesforce-sales-cloud/ "Salesforce Sales Cloud") ### Partner Relationship Management 40 48 **Our Pick:** Salesforce earned a slightly higher score for offering capabilities via its add-on. Neither platform offers native tools for managing partner relationships — you’ll have to plug in integrations or add-on modules. Here’s what you can expect: Dynamics 365 Sales relies on third-party integrations like Power PRM by Netwise to deliver features like self-service portals, co-selling project management, and fund tracking. Helpful for getting the features you need but not ideal if you want to avoid complexity. Salesforce takes a more integrated approach through its [Partner Relationship Management](https://www.salesforce.com/sales/partner-relationship-management/) add-on. You’ll get pre-built portals natively connected to your CRM data and automated fund request workflows. Despite the extra cost, the upside is that you can stay in the Salesforce ecosystem. Neither platform supports partner scorecards for performance tracking — a notable gap if partner evaluation is critical to your business. [Dynamics 365 Sales](https://www.selecthub.com/p/sales-force-automation-software/dynamics-365-sales/ "Dynamics 365 Sales") [Salesforce Sales Cloud](https://www.selecthub.com/p/crm-software/salesforce-sales-cloud/ "Salesforce Sales Cloud") ### Product Management 100 100 **Our Pick:** Microsoft Dynamics and Salesforce tie, both offering comprehensive features out of the box. If products are a core offering, you’ll get strong support from both platforms. Sales Cloud and Dynamics 365 Sales include product catalogs with pricing, the ability to add products to opportunities, tax configuration, discount management, product grouping, and full product creation workflows. Dynamics 365 Sales uses a straightforward product catalog approach: Taxonomy classification and product families that support multiple levels of hierarchy. Products automatically flow from opportunities to quotes. Plus, you can add existing catalog items or write in products on the fly. ![365 Sales Product Catalog]() Product catalog in Dynamics 365 Sales. Salesforce takes a price book approach. Alongside the standard price books, you can build custom price books that let you offer different pricing based on segment or region. Like Dynamics 365 Sales, it lets you add products to opportunities. Any product with an active price book entry can be used in deals, regardless of product status. [Compare Microsoft Dynamics and Salesforce Against Your Needs](https://pmo.selecthub.com/top-crm-analyst-report-site-vers/) [Dynamics 365 Sales](https://www.selecthub.com/p/sales-force-automation-software/dynamics-365-sales/ "Dynamics 365 Sales") [Salesforce Sales Cloud](https://www.selecthub.com/p/crm-software/salesforce-sales-cloud/ "Salesforce Sales Cloud") ### Quotes, Orders, and Contracts Management 87 95 **Our Pick:** Salesforce delivers a more complete set of features. Sales Cloud and Dynamics 365 Sales both handle the core quote-to-cash workflow well. Fully native features include quote generation from opportunities, quote status tracking, order creation and history, and customizable quote templates with drag-and-drop editors. Salesforce delivers comprehensive contract management out of the box. You can track contract history with detailed change logs and create contracts with automated expiration notifications. Invoice reminders are fully automated through Process Builder. The one thing you won’t get is invoice creation, which requires the Salesforce Billing module. ![Salesforce Quote Details]() Quote details in Salesforce Sales Cloud. Dynamics 365 Sales offers native invoice creation directly from orders. Its automatic product population and flexible pricing controls are a nice touch. However, contract management requires third-party integrations like proCONTRACTS, and invoice reminders work through Power Automate workflows rather than built-in automation. [Dynamics 365 Sales](https://www.selecthub.com/p/sales-force-automation-software/dynamics-365-sales/ "Dynamics 365 Sales") [Salesforce Sales Cloud](https://www.selecthub.com/p/crm-software/salesforce-sales-cloud/ "Salesforce Sales Cloud") ### Sales Performance Management 77 96 **Our Pick:** Salesforce offers better support for campaigns and gamification. Both platforms include forecasting with revenue and quantity projections, AI-based coaching through conversation intelligence, and territory configuration and hierarchies. You can also track sales goals and run sales campaigns with budget and activity management. Salesforce’s campaign hierarchy features are what sets it apart. It supports up to five levels, and child campaign metrics roll up to parent campaigns for aggregate reporting. Einstein provides AI coaching across opportunities, accounts, conversations, emails, and campaigns. It’s included in higher editions but costs extra in others. Gamification is only available through Experience Cloud. ![Salesforce Sales Leader Home Page]() Sales Leader dashboard in Salesforce Sales Cloud. Dynamics 365 Sales provides solid conversation intelligence that analyzes call recordings to deliver coaching insights and KPIs by team, seller, and call. You can also manage territories by location and product line. Its biggest drawbacks are the lack of campaign hierarchy support and gamification features to drive team engagement. [Dynamics 365 Sales](https://www.selecthub.com/p/sales-force-automation-software/dynamics-365-sales/ "Dynamics 365 Sales") [Salesforce Sales Cloud](https://www.selecthub.com/p/crm-software/salesforce-sales-cloud/ "Salesforce Sales Cloud") ### Team Collaboration 83 100 **Our Pick:** Salesforce fully supports collaboration tools natively. Microsoft Dynamics and Salesforce both offer a solid foundation. Out-of-the-box features include private messaging, @mentions, team creation, activity feeds for tracking interactions, and the ability to follow records for notifications. Salesforce offers a more comprehensive collaboration experience with Chatter. Beyond private messaging, you can set up personalized workspaces where teams can coordinate their work on leads and opportunities. The platform includes team inbox functionality that Dynamics 365 Sales doesn’t have. And users can follow up to 500 people, topics, and records combined. ![Salesforce Chatter Company Feed]() View of a company feed in Salesforce Chatter. Dynamics 365 handles private messaging through Microsoft Teams integration — definitely a strength if you’re already familiar with the Teams interface. You’ll get standard activity views to track your tasks and your team’s activities, plus the ability to follow and unfollow records. [Compare Microsoft Dynamics and Salesforce Against Your Needs](https://pmo.selecthub.com/top-crm-analyst-report-site-vers/) [Dynamics 365 Sales](https://www.selecthub.com/p/sales-force-automation-software/dynamics-365-sales/ "Dynamics 365 Sales") [Salesforce Sales Cloud](https://www.selecthub.com/p/crm-software/salesforce-sales-cloud/ "Salesforce Sales Cloud") ### Integrations and Extensibility 82 92 **Our Pick:** Salesforce has more integration options outside the Microsoft ecosystem. You’ll get solid connectivity to other systems with both products. Ultimately, the tools already in your tech stack will determine which is the better choice. Here are a few highlights: Salesforce delivers broader integration support, particularly for Google Workspace, accounting platforms, help desk software, project management tools, and cloud storage providers like Dropbox and Box. The platform also offers better social media integration beyond just LinkedIn. The appeal of Dynamics 365 Sales is its deep connection to the Microsoft world with Office 365, Power BI, and native Teams collaboration. However, several key integrations require third-party providers, including Google Workspace, accounting software like QuickBooks, cloud file storage, and content management systems like WordPress. ![365 Sales App Extensions]() Dynamics 365 app extensions. **User Perspective:** “If your team already works with Outlook, Teams and Power BI, Dynamics 365 Sales connects everything smoothly. Emails, meetings and deal updates sync automatically, which saves a ton of time.” – [Nirav Chheda](https://www.linkedin.com/in/nchheda/), Co-Founder and CEO, [Bambi NEMT](https://www.hibambi.com/) [Dynamics 365 Sales](https://www.selecthub.com/p/sales-force-automation-software/dynamics-365-sales/ "Dynamics 365 Sales") [Salesforce Sales Cloud](https://www.selecthub.com/p/crm-software/salesforce-sales-cloud/ "Salesforce Sales Cloud") ### Platform Security 94 94 **Our Pick:** Salesforce and Microsoft Dynamics both offer equally strong security features. You’d expect enterprise-grade security from the likes of Microsoft and Salesforce, and both products deliver. Their fully supported features include GDPR compliance, comprehensive audit logging, MFA with multiple verification methods, SSO, and granular role-based permissions. Beyond that, Dynamics 365 Sales fully supports data encryption at rest, automatically protecting your stored data. However, IP address restrictions require the additional Power Pages module. Salesforce offers more flexible IP management, letting you define trusted IP addresses that bypass additional verification steps (though users outside the range can still access with additional authentication). But unlike Dynamics 365 Sales, data encryption at rest isn’t built in. You’ll need Salesforce Shield, and priced at 30% of your net spend, its cost can add up quickly. [Compare Microsoft Dynamics and Salesforce Against Your Needs](https://pmo.selecthub.com/top-crm-analyst-report-site-vers/) ## Beyond the Specs: What I Discovered Using Microsoft Dynamics and Salesforce Feature comparisons can tell you what’s possible. But they won’t warn you when a “fully supported” capability requires five extra clicks, crashes half the time, or hides behind confusing navigation that’ll have your sales team pulling their hair out. That’s why I dug under the hood of both products, spending hours testing their features, navigation, and usability. Here’s what I discovered: ### Dynamics 365 Sales My first impression of Dynamics 365 Sales was that it felt dense and overwhelming compared to Salesforce. The interface relies heavily on icons without clear labels. I spent a lot of time hovering and clicking to figure out what things did. If you’re not a Microsoft power user, be prepared for a learning curve. Performance was a problem too — the platform lagged for a second or two quite frequently, and dropdown menus stayed open even after I clicked elsewhere, creating a cluttered feeling as I navigated. That said, Dynamics 365 Sales has some truly useful features. The focused view concept is a winner. The ability to open record details alongside my full list of leads or opportunities made navigating between records much smoother. In Sales Cloud, I had to click into a record to get all the details, then go back and click into the next one. ![365 Sales Focused Lead View]() The focused view in Dynamics 365 Sales. The built-in Sequences for lead management provided helpful structure for prospect interactions, and the Up Next feature made it easy to stay on top of tasks. I also liked the deal tracker view better than its Salesforce counterpart. The combo chart was simple and easy to digest, with data like deal size, close dates, and probability. Besides usability, I ran into other challenges as well. For example, adding products was tricky. I eventually discovered the option was buried in app settings. And the dashboard builder felt like a throwback to a mid-2000s interface and it didn’t have drag-and-drop functionality. Even basic email management was frustrating because the default view was too small to be useful, forcing extra clicks to go into/out of full-screen mode. **My overall impression:** If you’re already living in the Microsoft ecosystem, Dynamics 365 Sales offers some compelling integrations and the focused view approach makes it much easier to power through daily tasks. But the frequent performance hiccups, confusing navigation, and outdated interface mean your team might struggle with adoption. ### Salesforce Sales Cloud After spending time in Salesforce, I was struck by how clean and spacious everything felt. Compared to Dynamics 365 Sales, I appreciated that Sales Cloud had text alongside icons throughout the navigation, which made it immediately clear what everything was for. I particularly loved the pre-built apps that gave me layouts designed for specific roles like sales ops and sales leaders, something Dynamics 365 Sales didn’t offer. The nav bar configure was fantastic too. The option to add so many shortcuts made it a breeze to quickly access other features like my calendar, reports, forecasts, even products and quotes. I thought the lead and opportunity process was intuitive (apart from the extra clicks required to move between records). Once you mark a lead as complete, you can choose whether to create new accounts, contacts, or opportunities individually. And like Dynamics 365 Sales, each stage of the workflow came with success tips to guide users toward next-best actions. ![Salesforce Lead Conversion Popup]() Lead conversion in Salesforce Sales Cloud. The dashboard builder was another standout feature. The modern, drag-and-drop interface made creating visualizations effortless, and I could resize and configure charts exactly how I wanted them. The whole experience felt contemporary and user-friendly. Salesforce also delivered when it came to tools for daily workflows. Creating campaigns was simple thanks to helpful preset types, adding contacts to campaigns took just a couple clicks, and the account management interface put all key information right where I could find it. Plus the calendar was more modern and flexible than the one in Dynamics 365 Sales. However, Salesforce wasn’t perfect. I ran into some navigation quirks. For example, there wasn’t an obvious way to get back to the leads list from an individual lead view. I also found the opportunity filter frustrating — it reset every time I navigated away and came back. I also faced glitches when editing dashboards, requiring multiple attempts to save changes. Small annoyances, but they can add up during daily use. **My overall impression:** If you want a CRM that feels modern and is powerful to boot, Salesforce Sales Cloud is a great choice. The occasional navigation quirks and performance issues are minor compared to the overall polish, and the platform has all the tools to make daily sales tasks easier to manage. [Compare Microsoft Dynamics and Salesforce Against Your Needs](https://pmo.selecthub.com/top-crm-analyst-report-site-vers/) ## Salesforce vs. Microsoft Dynamics Pros and Cons ### Pros According to User Reviews | Salesforce Sales Cloud | Dynamics 365 Sales | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Usability:** Many users report that Salesforce has a user-friendly and intuitive interface, making it accessible to both beginners and experienced users. **Customization:** Developers find that the level of customization provided by Sales Cloud helps them extend Salesforce’s features effectively. **Scalability:** Users say that Salesforce is a long-term solution that can adapt to evolving needs. | **Integrations:** Users like that they can easily connect with other Microsoft products, including Power BI, Azure and Office 365. **Customization:** Users appreciate the extensive options, including Microsoft Power Apps support, personalized dashboards, custom reports and workflows. **Lead Tracking:** Sales teams can to monitor lead progression from initial contact to conversion with detailed activity logs and engagement insights. | ### Cons According to User Reviews | Salesforce Sales Cloud | Dynamics 365 Sales | | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Learning Curve:** While the interface is user-friendly, users need proper training to use Salesforce efficiently, especially for more advanced features. **Pricing:** Several users, particularly from smaller organizations, point out that the overall price can be a concern for businesses with limited budgets. **Resource Intensive:** While Salesforce can do almost anything, it often requires a dedicated team and skilled resources to manage it effectively. | **Performance Issues:** Some users report that occasional slowdowns impact workflow during peak usage periods. **User Interface:** The complex interface with multiple options and views makes navigation difficult for new users trying to locate specific features or information. **Learning Curve:** Due to its extensive feature set and customization options, users require significant training time to become proficient with the platform. | [Compare Microsoft Dynamics and Salesforce Against Your Needs](https://pmo.selecthub.com/top-crm-analyst-report-site-vers/) ## My Verdict ### When To Choose Microsoft Dynamics I’d recommend Dynamics 365 Sales if you’re already invested in Microsoft’s ecosystem. The native integration with Teams and Office 365 creates real advantages. But you should weigh the impact of the interface and performance issues I ran into and that users have reported. Beyond the price tag, factor in the hidden costs of extended training time and potential productivity dips during adoption. Manufacturing, enterprise, and highly technical organizations with strong IT support tend to succeed better with Dynamics 365 Sales’ complexity. The focused view and customization options reward users who invest time mastering the platform, but casual users may struggle with the cluttered interface and confusing navigation. **Bottom line:** Choose Dynamics 365 Sales if your team already lives in Microsoft tools and you have dedicated resources for user support. The CRM functionality underneath is solid, but getting there requires more organizational tolerance for frustration than most sales teams can sustain. ### When to Choose Salesforce I’d recommend Salesforce if user experience and feature depth matter more than budget, but don’t expect it to be effortless. My testing confirmed the platform feels more intuitive than Dynamics 365 Sales, though I still encountered issues and many users say the learning curve is steep. The higher price tag buys you a more complete solution, but you’ll still need significant training investment and dedicated resources to get the most out of Sales Cloud. Proper implementation and user adoption demand substantial commitment. Mid-market and enterprise organizations with strong change management capabilities will see the fastest returns. The cleaner interface reduces training time compared to Dynamics 365 Sales, but you should plan for months of user education and ongoing support to unlock the platform’s full potential. **Bottom line:** Salesforce Sales Cloud makes sense if your org can justify premium pricing and invest in proper implementation. If your team values modern workflows and you have the resources to support thorough training, Salesforce offers a reliable, industry-standard package. [Compare Microsoft Dynamics and Salesforce Against Your Needs](https://pmo.selecthub.com/top-crm-analyst-report-site-vers/) ## How We Rated and Tested Salesforce and Dynamics 365 Sales The process involved two parts: 1. The analyst scores, which determine which product offers the most feature support for specific areas 2. My personal research into each product to supplement our analyst data **How the Analyst Score Works** Our team of analysts conducted in-depth research of the CRM market using primary and secondary sources. This included SelectHub Analyst Briefings, direct communication with vendors, and reviewing materials such as user reviews, product brochures, specification sheets, case studies, user manuals and technical documentation. Our platform’s Scoring Engine processed all the research to compute the analyst score. The score is based on how comprehensive each product’s feature-set is and how much is available out of the box vs. through extra modules, integrations and other means. For this comparison, we scored the following feature groups, along with integrations and security: * Account and Contact Management * Communication Channels * Dashboards and Reports * Document Management * Lead Management * Mobile Capabilities * Opportunity Management * Product Management * Quote, Order and Contract Management * Sales Performance Management * Team Collaboration We used the following scale to rate each feature and technical capability: | Level of Support | Score | Description | | ----------------------------------- | ----- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Fully Supported Out of the Box | 100 | This feature is comprehensively supported out of the box with industry-leading capabilities and is immediately available after installation, without needing any additional modules, integrations, or custom development. | | Moderately Supported Out of the Box | 85 | This feature is moderately supported out of the box and is immediately available after installation, without needing any additional modules, integrations, or custom development. | | Supported with Workarounds | 70 | This feature is not directly available in the software but can be accomplished using other built-in features or any other workarounds, without any additional cost. | | Supported with Additional Modules | 60 | This feature is available through additional modules or products from the vendor at an additional cost. | | Supported with Partner Integrations | 50 | This feature is available through additional integrations, plugins, or marketplace applications from a third-party vendor at an additional cost. | | Supported with Custom Development | 25 | This feature is not built in, and cannot be added by purchasing additional modules or integrations, but can be custom developed using the APIs, libraries, extensions, and development framework supported by the software, with or without any additional cost. | | Not Supported | 0 | This feature is not supported. | **My Research** I tested Salesforce Sales Cloud and Dynamics 365 Sales using their free trials, which came with some limitations but offered plenty to play with. To see how they performed in real scenarios, here’s what I focused on: * **Navigation & Usability:** I explored how all the major features worked, noting how both products compared and how easy it was to navigate through the platform. * **Interface:** I looked at how modern, clean, and intuitive the UI was, including elements like the home page, filters and views, terminology for buttons and fields, and overall experience. * **Contact & Account Management:** I created new contacts, connected them with accounts, edited settings, and associated accounts with specific leads or opportunities. * **Lead Management:** I started by importing a list of leads to see how easy the process was. From there, I added details to the records, moved leads through the workflow, converted them to opportunities, and checked the different views and filters available. * **Opportunity Management:** I ran through common tasks like creating and adding quotes, moving opportunities through stages, and updating deal size. * **Dashboards & Reporting:** I built new dashboards, looked at reports, and looked at how useful the dashboard and report formats were to get a feel for how user-friendly each product was. * **Tasks and Calendar:** To see how well the products supported daily activities, I created and edited tasks, inserted notes, and scheduled meetings. Jump back to the product comparison. Or learn more about our [**research methodology**](https://www.selecthub.com/research-methodology/) and [**editorial standards**](https://www.selecthub.com/editorial-guidelines/). [Compare Microsoft Dynamics and Salesforce Against Your Needs](https://pmo.selecthub.com/top-crm-analyst-report-site-vers/) ## Get a Personalized Report Get access to our free [comparison report](https://pmo.selecthub.com/top-crm-analyst-report-site-vers/) for our full analysis of Microsoft Dynamics vs. Salesforce. See how they stack up across all 149 CRM requirements or easily compare them against other leading CRMs. Which product from our Salesforce vs. Microsoft Dynamics comparison are most compelling to you? What features make the most impact on your business? Let us know in the comments! [ Previous Salesforce vs. SAP ](https://www.selecthub.com/customer-relationship-management/salesforce-and-sap/) [ Next CRM Demo Questions ](https://www.selecthub.com/customer-relationship-management/11-questions-ask-crm-demo/) ### Trending Topics #### [CRM](https://www.selecthub.com/category/customer-relationship-management/) [CRM Requirements Checklist for Smarter Selection + Free Template](https://www.selecthub.com/customer-relationship-management/crm-requirements-checklist-and-downloadable-template/) [Too often, buyers reach for a CRM requirements checklist — features, integrations, platform security, pricing… ](https://www.selecthub.com/customer-relationship-management/crm-requirements-checklist-and-downloadable-template/) [ ![Pooja Verma](https://secure.gravatar.com/avatar/4f22202f68158fa4b012b18a196e08ea151f6f9427b194cce3330634ff0dd1b2?s=96&d=mm&r=g) Pooja Verma ](https://www.selecthub.com/author/pooja-verma/) May 15, 2026 #### [CRM](https://www.selecthub.com/category/customer-relationship-management/) [12 CRM Trends for 2026: Exploring What the Experts and Data Say](https://www.selecthub.com/customer-relationship-management/crm-trends/) [ What CRM trends should your company be aware of so you can be at… ](https://www.selecthub.com/customer-relationship-management/crm-trends/) [ ![Manogna Chandrika Matta](https://www.selecthub.com/wp-content/uploads/2022/11/Manogna-Headshot-96x96.png) Manogna Chandrika Matta ](https://www.selecthub.com/author/manogna-chandrika-matta/) Mar 17, 2026 #### [CRM](https://www.selecthub.com/category/customer-relationship-management/) [Salesforce vs. SAP 2026 Comparison: Which Should You Choose?](https://www.selecthub.com/customer-relationship-management/salesforce-and-sap/) [In this SAP vs. Salesforce breakdown, I’ll highlight what really matters — from key features… ](https://www.selecthub.com/customer-relationship-management/salesforce-and-sap/) [ ![Pooja Verma](https://secure.gravatar.com/avatar/4f22202f68158fa4b012b18a196e08ea151f6f9427b194cce3330634ff0dd1b2?s=96&d=mm&r=g) Pooja Verma ](https://www.selecthub.com/author/pooja-verma/) Mar 17, 2026 #### [CRM](https://www.selecthub.com/category/customer-relationship-management/) [Top 10 Salesforce Competitors in 2026: Best Alternatives for SMBs, Mid-Market Orgs & Enterprises](https://www.selecthub.com/customer-relationship-management/salesforce-alternatives/) [ Salesforce might be the giant in the CRM room, but after reviewing dozens of… ](https://www.selecthub.com/customer-relationship-management/salesforce-alternatives/) [ ![Pooja Verma](https://secure.gravatar.com/avatar/4f22202f68158fa4b012b18a196e08ea151f6f9427b194cce3330634ff0dd1b2?s=96&d=mm&r=g) Pooja Verma ](https://www.selecthub.com/author/pooja-verma/) Mar 17, 2026 #### [CRM](https://www.selecthub.com/category/customer-relationship-management/) [What Are The Top CRM Features? 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Expert Predictions for 2025 and Beyond](https://www.selecthub.com/customer-relationship-management/future-of-crm/) [The future has arrived — at least it has in the world of customer relationship… ](https://www.selecthub.com/customer-relationship-management/future-of-crm/) [ ![Manogna Chandrika Matta](https://www.selecthub.com/wp-content/uploads/2022/11/Manogna-Headshot-96x96.png) Manogna Chandrika Matta ](https://www.selecthub.com/author/manogna-chandrika-matta/) Mar 17, 2026 Originally published in October 2018 and last updated in March 2026\. Contributions from Zachary Totah, Joan Akash, and Manan Roy. ## About the Contributors The following team members helped research, create, and review this content. [ ](https://www.selecthub.com/author/zachary-totah/) Written by [Zachary Totah](https://www.selecthub.com/author/zachary-totah/) Content Manager & Editor As SelectHub's Content Manager, Zac is in charge of content across diverse categories including CRM, ERP, HR, medical and project management. He has over 6 years of experience writing and editing for B2B tech and holds a B.A. in communications. His work is driven by his goal of making it less overwhelming for people to find software for their business. [See Full Bio](https://www.selecthub.com/author/zachary-totah/) [ ](https://www.selecthub.com/author/joan-akash/) Technical Research by [Joan Akash](https://www.selecthub.com/author/joan-akash/) Senior Analyst Joan Akash, a Senior Research Analyst at SelectHub, holds a Post-Graduate Diploma in Management with a specialization in Marketing. Her expertise as a researcher and reviewer spans diverse software categories, including Project Management, Customer Relationship Management, Live Chat, and Help Desk. Beyond her professional pursuits, Joan is spiritually driven, with a passion for teaching children and a penchant for reading biblical blogs and crafting poetry. [See Full Bio](https://www.selecthub.com/author/joan-akash/) [ ](https://www.selecthub.com/author/manan-roy/) Technical Research by [Manan Roy](https://www.selecthub.com/author/manan-roy/) Principal Analyst Manan is a native of Tezpur, Assam (India), who currently lives in Kolkata, West Bengal (India). At SelectHub, he works on categories like CRM, HR, PPM, BI, and EHR. He has a Bachelor of Technology in CSE from The Gandhi Institute of Engineering and Technology, a Master of Technology from The Institute of Engineering and Management IT, and an MBA in Finance from St. Xavier's College. He's published two research papers, one in a conference and the other in a journal, during his Master of Technology. [See Full Bio](https://www.selecthub.com/author/manan-roy/) Manogna Chandrika MattaWhat Does the Future of CRM Hold? Expert Predictions for 2025 and Beyond * ‹ * › ### Conversation (17) ![Avatar](https://secure.gravatar.com/avatar/281d3616cf761f3582c0d76c23517846?s=32&d=mm&r=g) Write a response [Cancel reply](https://www.selecthub.com/customer-relationship-management/salesforce-and-microsoft-dynamics/#respond) Your message Your name \* Your email \* Website Save my name, email, and website in this browser for the next time I comment. Δ * ![Avatar photo](https://secure.gravatar.com/avatar/3f27052d5666a6fafe9b938c3f6534d7dea4367786644202e19dfeddc9f3958e?s=96&d=mm&r=g) #### **simone watson** \- January 13, 2021 Very nice blog and CRM is an essential part of the business, I really appreciate this blog, we also use CRM for our mobile app development company. **[Reply](#comment-58868)** [![Zachary Totah](https://www.selecthub.com/wp-content/uploads/2020/07/Zac-48x48.jpg)](https://www.selecthub.com/author/zachary-totah/) #### **Zachary Totah** \- February 2, 2021 Thanks, Simone! Glad it was helpful. **[Reply](#comment-60596)** * ![Avatar photo](https://secure.gravatar.com/avatar/f3aed1489a3f39f114bb0411cbab4aed12d48425db6329d136906137741f1e82?s=96&d=mm&r=g) #### **Maria Garcia** \- January 20, 2020 Thanks for sharing this, I had few Salesforce doubts, after reading this article my doubts are cleared. **[Reply](#comment-29069)** [![Zachary Totah](https://www.selecthub.com/wp-content/uploads/2020/07/Zac-48x48.jpg)](https://www.selecthub.com/author/zachary-totah/) #### **Zachary Totah** \- January 30, 2020 Glad you found the article helpful, Marcia. Thanks for reading! **[Reply](#comment-29606)** * ![Avatar photo](https://secure.gravatar.com/avatar/6a199753cdf3616d6b11cbc084a60f5957ed88ca5995a09dcfa3be828b4f4a9d?s=96&d=mm&r=g) #### **digifutura** \- December 4, 2019 Thanks for your thoughts, great information, thanks for sharing it. **[Reply](#comment-25550)** * ![Avatar photo](https://secure.gravatar.com/avatar/79398d9488f63b3142eb2e200eb199e3c5c7ea2040d2b3cac66ce20beee656b2?s=96&d=mm&r=g) #### **Deepak** \- October 31, 2019 The article is really good. Gives good information about the CRMs **[Reply](#comment-24405)** * ![Avatar photo](https://secure.gravatar.com/avatar/7b5a8afd09de50e2d38ba6cb6a322572cba93d008ce3a584bdc9f7c15bae69a1?s=96&d=mm&r=g) #### **freya riki** \- September 17, 2019 Very nice blog! **[Reply](#comment-23272)** [![Zachary Totah](https://www.selecthub.com/wp-content/uploads/2020/07/Zac-48x48.jpg)](https://www.selecthub.com/author/zachary-totah/) #### **Zachary Totah** \- September 17, 2019 Glad you enjoyed it, Freya. Thanks for reading! **[Reply](#comment-23280)** * ![Avatar photo](https://secure.gravatar.com/avatar/86e08ae21587f3a819c5d9f42f78c29ec9f98d31c7d27f43f06139708e11b0bb?s=96&d=mm&r=g) #### **Savi** \- May 8, 2019 It is absolutely true that we are all working to see our customers happy and satisfied with our products and services. Great infographics there showing the advantages of individual CRMs. It is very easy to compare. **[Reply](#comment-19468)** [![](https://secure.gravatar.com/avatar/b9985f5202fbae2efa5a566d409354bbe99c18f8fd579991494c86a2c184dc2b?s=48&d=mm&r=g)](https://www.selecthub.com/author/bergen/) #### **Bergen Adair** \- May 8, 2019 Thanks for contributing some additional resources Savi! Hopefully the other readers will find that helpful. **[Reply](#comment-19480)** * ![Avatar photo](https://secure.gravatar.com/avatar/79d487b8a9d9647ef20e4dda7621ddb9587e0df40c8d5d57f981d4a44e2dbb03?s=96&d=mm&r=g) #### **Zivoke** \- April 30, 2019 I love Salesforce Zivoke Salesforce Consultant Zivoke.com **[Reply](#comment-19246)** * ![Avatar photo](https://secure.gravatar.com/avatar/0ef496c25029b26c9dac35ab057b731d2281ab95cc40606a13ab4d4260035c6d?s=96&d=mm&r=g) #### **Mark** \- November 28, 2018 Good comparison of CRMs. It helps which one to go for. Thank you. **[Reply](#comment-14032)** [![](https://secure.gravatar.com/avatar/b9985f5202fbae2efa5a566d409354bbe99c18f8fd579991494c86a2c184dc2b?s=48&d=mm&r=g)](https://www.selecthub.com/author/bergen/) #### **Bergen Adair** \- November 28, 2018 Thanks for your thoughts Mark! I’m glad this article was helpful. Don’t forget we have some great free resources like a [requirements template](https://pmo.selecthub.com/crm-requirements-template-tool-site-vers/), [comparison report](https://pmo.selecthub.com/top-crm-analyst-report-site-vers/) and [price guide](https://pmo.selecthub.com/crm-price-report-site-vers/) to help you make the perfect CRM choice. **[Reply](#comment-14033)** * ![Avatar photo](https://secure.gravatar.com/avatar/a4d48c3e2302d580df42603eeb2672f420f31fd5e172a2318c23d82181420d42?s=96&d=mm&r=g) #### **Niki** \- September 26, 2018 The best part about Salesforce is that it is designed to make more money and not to save more money. **[Reply](#comment-12879)** * ![Avatar photo](https://secure.gravatar.com/avatar/89212ecc5b0e61f5dfd0465f55a7456fac3016028d34ed06bd98972c08e6abc6?s=96&d=mm&r=g) #### **Kathleen Brown** \- September 7, 2018 Very nice blog and crm is an essential part of business so nice to see a blog on it. **[Reply](#comment-12377)** * ![Avatar photo](https://secure.gravatar.com/avatar/5e2083057013913d00fdb684dafa0765a01d100bf595ee98d4d95c0d047fc32f?s=96&d=mm&r=g) #### **Emily Smith** \- August 29, 2018 My Vote goes to Salesforce. **[Reply](#comment-12059)** * ![Avatar photo](https://secure.gravatar.com/avatar/e6c647f2b9847d088fb1fa07e6039a6a9c20670fb592e3e774e1a2bf43d4e784?s=96&d=mm&r=g) #### **kimleonard** \- November 15, 2016 After reading your article nonprofits can easily take a decision which one is good CRM to them. My vote goes to salesforce because it enables me easy to manage my volunteers and other things. **[Reply](#comment-3641)** **Tier 1:** Fully/moderately supported out-of-the-box allowing for quick and easy deployment. Fully or moderately supported out-of-the-box with industry-leading capabilities and is immediately available after installation without needing any add-ons, integrations, or custom development. **Tier 2:** Supported with workarounds or add-ons that may require additional costs. Not directly available in the software, but can be accomplished using other built-in features, workarounds, or add-ons/products from the vendor with or without any additional cost. **Tier 3:** Requires partner integrations or custom development that is often at an additional cost. Requires additional integrations, plugins, marketplace applications from a third-party vendor, or custom development using the APIs, libraries, extensions, and development framework supported by the software, with or without any additional cost. 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