Two Leading CRM Solutions Compared: Dynamics 365 vs. Salesforce

Published October 13 2020 by Lisa Dunham

Dynamics 365 vs Salesforce: Comparing the Two

Why do some companies choose Salesforce? Why do some companies choose Dynamics 365? Two leading CRM solutions on the market today and both with impressive resumes when it comes to sales force automation (SFA), customer engagement, business analytics, functionality and processes. When evaluating the two, each CRM solution very closely matches with the other in capabilities. So how do you choose between them?

There a few options when it comes to deciding which solution is the better choice for your organization. One option could be closing your eyes and choosing which ever name your finger points to. A worthy idea but maybe not the wisest of decisions. The alternative to that would be to dive a little deeper into what each have to offer. The main difference between the two organizations is size and scope. 

Microsoft Dynamics 365 SFA Strengths 

Because we’ve seen the many successful customers, and benefits of using the Microsoft platform holistically, we’ll continue this article with more information specific to Microsoft Dynamics 365 and what its CRM solution has to offer. According to Gartner, Microsoft has made notable enhancements and innovations in the past year. Gartner analysis goes on to show that Microsoft has notable strengths in these three areas:

1. Product strategy and vision: integration is key when it comes to the organization as a whole. Microsoft brings much to the table with its unified data model for all Dynamics products and Microsoft-related systems. Microsoft’s vision focuses on building optimized sales processes with tools that span Dynamics, Office, LinkedIn and Power BI. Most companies already use Microsoft's products: Word, PowerPoint, Excel, and Outlook, so familiarity is a major benefit. With integration to LinkedIn, it is an invaluable sales tool for relationship selling.

“Today’s users want both simplicity and seamless integration—that’s what Microsoft delivers.”

2. Platform capabilities: According to Gartner, surveyed reference customers and Gartner Peer Insights reviewers praised the advantages of Microsoft’s platform for integration and rapid deployment. The Dynamics 365 platform also offers connections to Microsoft Power BI and Power Apps, software that lets teams turn their data and current connections into custom apps. Gartner’s review goes on to say that, they recognize the quality of the platform building custom sales processes and comprehensive customer data profiles with Power Apps, Power Automate, Power BI and Power Virtual Agents.

“Microsoft is also seeing a wave of Salesforce users adopting its Power Platform, the company’s low- or no-code tool for developing business applications.” 

3. Sales Execution: According to Gartner, Microsoft sells to IT and business decision makers through a “One Microsoft” strategy and a Microsoft Catalyst program for digital transformation planning. Reference customers and Gartner Peer Insights reviewers gave Microsoft strong scores and ratings for its ability to understand buyers’ needs and respond to buyers’ questions.

Top Reasons Customers Choose-Switch to Dynamics 365

Still have trouble deciding between Dynamics 365 and Salesforce. Would you like to explore these two leading CRM solutions even more? Download this comparison guide here: Microsoft Dynamics 365 vs. Salesforce: Exploring the Difference. Weigh your comparisons when it comes to: ease of adoption, integration, business intelligence and cost.


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