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Microsoft Dynamics 365 vs Salesforce
Looking for a CRM that's powerful, flexible, and built to scale? Here's why Dynamics 365 is the smarter choice over Salesforce.
A great CRM unifies data, drives growth.
Not all CRMs are created equal. As technology advances, the gap between solutions that simply store customer data and those that let you leverage it is growing.
To gain a competitive edge today, businesses need a CRM that unifies data, drives growth, and enables them to meet growing customer expectations.
A great CRM like Dynamics 365 will help you do all of this and more. Your CRM should help your business automate data entry and repetitive tasks, support customer service, sales, and finance operations, and use real-time data and AI insights to make informed strategic decisions.
Where Dynamics 365 comes out on top.
Customisation options
Salesforce can be tailored to meet industry or business needs, but this often requires IT support. Dynamics 365 has low-code customisations to meet industry, business, and compliance requirements - with less reliance on IT.
Integrations
Dynamics 365 CRM integrates natively with the entire Microsoft suite (and third-party apps), so it's the natural choice for businesses that use solutions like Teams, Outlook, and Office 365. Salesforce has strong third-party integrations, but integrations with Microsoft lack the depth of Dynamics CRM.
AI: Copilot vs Einstein
Microsoft and Salesforce have both invested in AI. Einstein (Salesforce) and Copilot (Microsoft) have similar automation, forecasting, and analytics capabilities. But Einstein is only included in higher-tier plans and requires an additional Salesforce Shield purchase - making it less cost-effective than Copilot in Dynamics 365.
Security and your CRM
Microsoft Dynamics 365 is secure by design with enterprise-grade security & identity management built in: data encryption, audit trails, single sign-on and MFA through Azure Active Directory, remote monitoring and threat detection, and role-based access control. Salesforce has a strong security offering including encryption and monitoring, but this is a paid add-on through Salesforce Shield.
Total cost of ownership vs ROI
Salesforce can seem more affordable due to the low initial costs. But as your business grows more complex, you'll need to invest in more advanced modules and customisations - increasing costs over time. Dynamics 365 CRM has a higher up-front investment, but this is offset by modular adoption.
Salesforce for starters. Dynamics 365 to scale.
Salesforce is a good choice for younger or smaller businesses, due to the low starting price and range of third-party integrations.
As businesses scale, or for those with existing Microsoft solutions, Dynamics 365 becomes the better option. In organisations with existing Microsoft solutions, Dynamics 365 offers far higher potential ROI. Integrating these systems unlocks capabilities, automations, and analytics that benefit your entire business (not just CRM users).
- Integrations unlock automations, collaboration opportunities, and 360 degree visibility on business performance.
- Modular adoption keeps initial overheads and complexities to a minimum.
- Low-code customisations empower teams to tailor the CRM without draining IT resources.
Related services you might need.
Microsoft Dynamics 365 CRM
Modern CRM on Dynamics 365 - configured, deployed and trained.
ExploreDynamics sales CRM
A Dynamics build focused on real-world sales teams.
ExploreMicrosoft Power Platform
Extend your chosen CRM with low-code apps and automations.
ExploreMicrosoft Dynamics 365 backup
Independent backup for whichever Dynamics 365 build you choose.
ExploreRelated reads to go deeper.
Dynamics vs Salesforce: which CRM is right for your business?
A balanced look at how Dynamics 365 stacks up against Salesforce in the real world.
Read articleIs your CRM in need of a makeover?
The warning signs your current CRM is holding your business back - and what to do next.
Read articleWhy businesses should choose Dynamics 365
A grounded look at where Dynamics 365 wins and the value it unlocks for SMBs.
Read articleOne third of UK SMBs are unhappy with their CRM. Are you?
Whether you're upgrading from Salesforce or exploring Dynamics 365 for the first time, our experts will help you find the right fit and make the transition smooth.