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— Salesforce vs Microsoft Dynamics 360 —

Microsoft Dynamics vs. Salesforce:

A Comparison

Unveil the perfect CRM fit for your large enterprise!

Choosing the right CRM seems like a big deal. There are two main CRM that stand out among other platforms: Microsoft Dynamics 365 and Salesforce CRM, both CRM have powerful features to help you simplify your sales, improve customer service and get valuable insights for your business. But when it comes to big companies with complex needs, finding the right CRM can be a hard task.

Read on to see what’s under the hood of Microsoft Dynamics 365 and Salesforce CRM and which one fits your tech stack and your business needs.

What is Microsoft Dynamics 365 CRM?

microsoft dynamics 360 homepage

Microsoft Dynamics 365 CRM (formerly Microsoft Dynamics CRM) is a cloud based CRM solution that is tightly integrated with other Microsoft products and services like Office 365 and Power BI. This means if you are already invested in the Microsoft world you will get a familiar experience. Dynamics 365 is a scalable CRM solution for the needs of different departments within a large company.

What is Salesforce CRM?

salesforce home page

Salesforce CRM is a cloud based CRM that has a lot of customisation options and features. It has a full set of features for sales force automation, opportunity management and advanced reporting and analytics. While it integrates with many business apps, its strength lies in its AppExchange marketplace with thousands of pre built integrations for data flow.

salesforce dashboard

Salesforce vs Microsoft Dynamics 360

Sales Force Automation:

  • Microsoft Dynamics 365: Provides a robust sales pipeline management system with lead scoring, opportunity management, and workflow automation functionalities. Its tight integration with Microsoft Office 365 allows for seamless communication and collaboration between sales teams.
  • Salesforce CRM: Excels in sales automation with a comprehensive suite of tools for lead nurturing, opportunity management, and sales forecasting. Its high level of customization enables tailoring the platform to your specific sales processes.

Customer Service Management:

  • Microsoft Dynamics 365: Offers a customer service solution (Dynamics 365 Customer Service) with functionalities for case management, omnichannel support (phone, email, chat), and self-service portals. It integrates seamlessly with other Dynamics 365 modules, providing a unified view of the customer journey.
  • Salesforce CRM: Provides a dedicated customer service solution known as Salesforce Service Cloud. It offers similar functionalities to Dynamics 365 Customer Service, including case management, omnichannel support, and self-service capabilities.

Integration with Enterprise Resource Planning (ERP) Systems:

  • Microsoft Dynamics 365: A significant advantage of Dynamics 365 is its native integration with other Microsoft products, including Microsoft Dynamics 365 for Finance and Operations (formerly Dynamics AX). This pre-built integration streamlines data flow between CRM and ERP systems, eliminating the need for complex third-party integrations.
  • Salesforce CRM: While Salesforce integrates with various ERP systems through AppExchange or custom APIs, the integration process can be more complex compared to Dynamics 365’s native integration with Microsoft products.

Scalability:

  • Microsoft Dynamics 365: Offers a scalable solution that can adapt to the growing needs of large enterprises. Its modular design allows businesses to choose the specific functionalities they require.
  • Salesforce CRM: Renowned for its high scalability, Salesforce CRM can accommodate the demands of even the largest organizations. Its extensive customization options further enhance its ability to adapt to evolving business needs.

Pricing:

  • Microsoft Dynamics 365: Employs a user-based pricing model with various tiers offering different functionalities. The cost can vary depending on the chosen plan and the number of users.
  • Salesforce CRM: Also utilizes a user-based pricing structure with multiple editions catering to various needs. Generally, Salesforce CRM is more expensive than Dynamics 365, especially for basic CRM functionalities.

Conclusion: Choosing Your CRM Champion

The ideal CRM for your large enterprise hinges on your specific needs and existing technology infrastructure.

  • Microsoft Dynamics 365 If you are already in the Microsoft world, Dynamics 365 is a great choice. The integration with Microsoft products and the familiar interface means minimal training time and a seamless onboarding. Plus the native integration with Dynamics 365 for Finance and Operations means no complex ERP integrations and data flowing freely between finance and sales teams.

  • Salesforce CRM Is perfect for businesses that need a super customisable CRM with lots of features. The AppExchange has thousands of pre-built integrations so you can connect Salesforce to all sorts of business apps. Plus Salesforce is great for advanced reporting and analytics so you can get valuable data to inform your sales and customer service strategies.

Ericson Da Silva.

Ericson has been Working on with CRM and Marketing Automation since 2013 with clients all over the US, UK, Switzerland, Norway, China and Spain. If you have any questions or you want someone to help you implement your CRM solution, you can book a FREE consultation here.