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Microsoft Dynamics CRM vs Salesforce

In this Article, we will Discuss the Dynamics CRM vs Salesforce Differences and its key Features.

When it comes to customer relationship management software there are numerous services out there, but a field has two giants: Salesforce and Microsoft. Salesforce is certainly the popular CRM software option, used by the thousands of businesses worldwide. Microsoft Dynamics, meanwhile, is the best choice for those whose businesses are already integrated with other Microsoft services, such as Outlook and Office 365.

Microsoft’s service is known as Dynamics CRM and, like Salesforce, offers a ton of other complementary services that expand the basic CRM and go all way up to enterprise resource planning (ERP) applications. Both Dynamics and the Salesforce are aiming to be an all-in-one solution to serve your office’s needs.

Deciding on which one to use comes down to the personal taste, and which one fits your company’s needs. A CRM platform isn’t just about service’s various attributes, but which one fits best with your company. Let’s take a look at the strengths of both services to get a better handle on the two CRM giants.

Microsoft Dynamics CRM vs Salesforce: Systems Compared

Microsoft Dynamics CRM

Advantages

  • Fantastic Integration with Microsoft tools
  • Modern look and feel
  • Sales App with predictive analytics
  • Smart Automation functions

Disadvantages

  • Some plans are pricier than Salesforce equivalents
  • Potentially the less appealing if your business is on Google suite

Salesforce

Advantages

  • Industry-leading CRM supplier
  • Brilliant third-party app integrations
  • Sales Cloud and Service Cloud functions
  • Modern ‘Lightning’ Interface

Disadvantages

  • Lacks some Microsoft-specific integrations that Dynamics has
  • The large array of the tools and services can feel overwhelming at first

Microsoft Dynamics Overview

The first thing to know about Microsoft Dynamics is that it is heavily integrated into other Microsoft apps. Microsoft’s integration doesn’t extend to its desktop software, either.

Even LinkedIn, which Microsoft acquired in 2016, integrates with the Dynamics CRM. The platform uses design language same to other Microsoft software, making it easier for anyone who’s already familiar with the look and feel of modern Microsoft applications to feel right at home.

Dashboard View

Most of the various Microsoft Dynamics services use the dashboard as their starting point similar to Salesforce. Here, you get at-a-glance data about the current state of your business. In Dynamics CRM for Sales, for example, the dashboard supplies current sales revenue, the average deal size, and your sales force’s lead conversion rate.

Dashboards are completely customizable and usually take a form of a tiled interface with large lettering for key numerical data, as well as large charts and graphs.

Sales App

The primary starting point for many is Microsoft Dynamics for the Sales. This core CRM application uses predictive analytics to better enhance the sales team’s snapshot data and help make better decisions. This is also where Microsoft’s LinkedIn integration comes into play; LinkedIn Sales Navigator (available at higher pricing tiers) leverages your professional network to get introductions to potential leads through a mutual connection.

Beyond sales, there’s a customer service module that can present key data such as open cases and email history as a dashboard or you can drill deeper with a timeline of interactions. Dynamics also uses a guided three-step process (identify-research-resolve) for dealing with customer services problems. Harnessing Microsoft’s server power, the Dynamics offers intelligent chatbots that can help customer service agents surface important data about their customers.

For companies that need it, there are also project and the field service modules to help manage ongoing services delivered to a client, as well as those times your company needs to send a technician into the field.

Smart Automation

Microsoft offers some useful, smart automation, and a big emphasis on graphics to help absorb information rapidly. The big deal with the Dynamics CRM is its easy integration with other Microsoft software. This is something Salesforce simply can’t compete with and should be a big consideration for the business already using a variety of Microsoft services.

Take Outlook 365 webmail, for example. The Dynamics Sales module has the feature called Microsoft Relationship Sales that can automatically pull information from Dynamics into Outlook.

On top of that, the same feature can pull in LinkedIn information to give you a better understanding of potential and current clients. Dynamics offers on-premise or self-hosted options for its software whereas the Salesforce is an entirely cloud-hosted service.

Salesforce Overview

Widely known as one of the best CRM systems around, the Salesforce has much cause for confidence. The company insists, for example, that the Salesforce can outdo its main competitors. In truth, the functions of the Salesforce and Microsoft Dynamics are broadly similar.

Where Dynamics has its modules, the Salesforce has its various “clouds”, such as Sales Cloud and Service Cloud. These 2 forms the major components of its CRM solution.

Sales Cloud offers all the essential features you need for the CRM, such as managing opportunities, leads, contacts, accounts, and email integration (Gmail and Outlook). Alternatively, users can access Salesforce information from within Gmail. This is similar to the Microsoft’s Relationship with Sales feature we discussed earlier.

Service Cloud also offers a number of essential features such as the ability to chat with customers across multiple platforms adding IM, social media, and SMS. There’s also an integrated field service option and the ability to see all the communication with particular customers.

Salesforce Lightning Interface

What really sets Salesforce apart, however, is its intuitive Lightning interface, which uses the mix of tabs, lists, and customizable dashboards with tiled components, similar to Dynamics, offering at-a-glance data.

Salesforce also has its Einstein analytics for automated insights into a business, and Chatter is an internal social network where employees can post information publicly to the rest of the team to keep the communication lines open.

Microsoft Dynamics Pricing vs Salesforce Pricing

CRM software doesn’t always come cheap, and that’s definitely true with Microsoft Dynamics where prices start around $80 per user per month for a subscription to the Sales module and go up to $115 per user per month for modules such as Customer Service or Field Service.

Microsoft Dynamics Typical Pricing

Single Module Sales for the Enterprise ERP Only All Modules
$80+ $115 $231 $255

Salesforce, meanwhile, starts much lower at $25 per user per month for up to five users on either Sales Cloud or Service Cloud.

Salesforce Typical Pricing

Essentials Professional Enterprise Unlimited
Sales OR Service Cloud $25 $75 $150 $300
Sales AND Service Cloud $100 $175 $325

Conclusion

In this Article, we have Discussed the Dynamics CRM vs Salesforce Differences and their Advantages and Disadvantages and their typical Pricing.

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