What’s the Best CRM Solution, Dynamics 365 or Salesforce? - Google Image - Labeled for reuse

There are all kinds of options when it comes to setting up a CRM for your company. But, there are two major players: Salesforce and Microsoft Dynamics 365. Most people consider them both to be industry leaders, and that can make choosing a CRM for your company a real challenge. So, which way should you go?

We’ll make it easy for you: choose Microsoft Dynamics 365.

Salesforce spends it money trying to convince businesses that it’s the best. And, in some ways, Salesforce is an effective CRM. They’re quite popular with a variety of businesses. But, the future doesn’t look bright for Salesforce.

There’s no question: Microsoft Dynamics 365 is the way to go if you’re look to set up a CRM solution for your business.

We understand if you’re skeptical. This is a big decision to make, and we don’t expect you to ask “how high?” when we tell you to jump. That’s why we’ve put together this guide to demonstrate what makes Dynamics the better choice.

Cost is Key

Let’s be frank here: Salesforce is expensive. If you compare it to Dynamics 365, Salesforce is nearly twice as expensive. And, on top of that, it offers less features. Dynamics 365 is clearly a better value.

Additionally, Salesforce offers all sorts of “add-on options” that come included with Microsoft 365. While you might pay Salesforce separate fees for Customization, Marketing, Sales, and Service, Microsoft includes these with its Dynamics 365 subscription.

Does it Integrate?

Your company likely already uses a lot of other software, and your employees are accustomed to it. One of the most important things to consider when introducing new software to employees — such as a CRM — is whether or not it integrates well with existing software. If your team is already using Outlook, Office 365, Yammer, or SharePoint, integrating Dynamics into their workflow will be easy. On the flip side, familiarizing oneself with Salesforce can make for a steep learning curve. Dynamics integrates right into other Microsoft programs, and that makes things easy.

Is it Easy to Use?

One of the bes things about working with Dynamics is its easy of use. It’s not easy to get started with a software program like Salesforce. On the flip side, though, a team member who’s using Word or Excel will find learning Dynamics to be a straightforward task.

Who Owns Your Data?

At the end of the day, who actually owns the data that you’ve got in your CRM? While Microsoft makes it easy to maintain control of your data, Salesforce forces you to pay an extra fee for data backup and API access.

The Development Angle

No matter what, you’ll likely need to customize your CRM at some point in the future. With Dynamics, it’s easy to have a developer tweak things. That’s because Dynamics uses the .NET framework, Java, and HTML. Meanwhile, Salesforce is written in Apex. This proprietary programming language can make customization a challenge, and it’s not always easy to find a developer than can work with Apex. Plus, transitioning from external to in-house hosting is easy with Dynamics 365.

Extra Fees

We’ll be honest with you: Salesforce is known for being expensive. They tend to tack on extra fees wherever they can, which makes calculating overhead difficult. Meanwhile, Dynamics 365 CRM makes their costs clear up front. Adding an extra GB of storage with Salesforce can run you as much as $250, whereas Dynamics charges a mere $10.


One of the great things about Dynamics is the variety of deployment options: you can run your CRM with on-site hosting, private hosting, or even cloud hosting. Salesforce only offers cloud hosting, which can be a problem for many organizations.

Analyzing Data

These days, data is responsible for all sorts of company-wide decisions. Being able to analyze the data in your CRM is essential. Unfortunately, Salesforce users have to manually refresh their data dashboards in order to see up to date results. Dynamics 365 users don’t have this problem, with customized dashboards that are automatically updated. And, if your organization runs Office 365, you can even embed Power BI reports directly in your system.

Choose Dynamics 365

As you can see, the choice is clear: Microsoft Dynamics 365 CRM is the way to go for your organization’s needs. You want a CRM that can meet your company’s needs as they develop. That CRM is Dynamics 365.

Let’s Get Started

If you’re looking to Dynamics 365 up and running for your company, JourneyTEAM is here to help. We’ve worked with countless businesses to transition them from Salesforce to Dynamics 365, and we’re ready to assist you. Call us at 800.439.6456 or visit journeyteam.com to get started.

Article contributed by:Dave Bollard utcreative.com


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