Microsoft Dynamics 365 vs. Salesforce: What’s the Best Long-Term CRM Solution?

Updated: 6 days ago

While there are a ton of supposed “solutions” out there when it comes to customer relationship management, there are really only two options for most organizations: Microsoft Dynamics 365 or Salesforce. They’re both recognized as leaders in their industry, and both have received positive reviews. So, is there an obvious choice?

The short answer is — YES. Dynamics 365.

Let us give you some consultant insights as to why. For many years, Salesforce has put a ton of time, money, and energy into marketing themselves as the go-to CRM. They have millions of subscribers, and they’ve positioned themselves as an industry leader. But, what does the future look like for Salesforce?

We believe that Microsoft Dynamics 365 is far and away the best choice when it comes to CRM. We’ve helped client after client transition from Salesforce to Dynamics 365.

Why? Check out our top reasons that Dynamics 365 is superior to Salesforce.

Overall Costs

Without a doubt, Salesforce is the most expensive CRM on the market. Dollar for dollar, the cost per user for Dynamics 365 complete service is about half that of Salesforce. With the Dynamics 365 CRM, you actually get more features than Salesforce at half the price. Talk about a better value! Plus, Salesforces’ add-on options are more expensive and less inclusive than those offered by Microsoft Dynamics 365. For example, once you purchase D365 for Sales, Microsoft offers significant discounts on any additional product you want to add, making it more cost-effective to integrate additional software tools such as Marketing and Customer Service.

Customer Support Options:

Adopting a new CRM software can be challenging for any organization and there will come a time where you might have some questions. Both Microsoft and Salesforce offer a basic customer support option with any plan. With Dynamics 365, you can gain unlimited access to Microsoft’s customer support for just $9 a month or you can request pricing on their unified support plan. With Salesforce, 24-hour support will cost you an additional 20% of net subscription charges while their premier plus plan costs an additional 30%.

Integration with Other Technologies

Of all the reasons that Dynamics 365 is the superior choice, this is one of the most significant: Dynamics 365 integrates better with other technologies that companies already use. Whether it’s SharePoint, Yammer, Outlook (Exchange), Office 365 or a number of other software solutions, Dynamics 365 syncs with them quickly and easily. For example, the ability to track emails to records is something both can do, however, you can run Dynamics 365 INSIDE your Outlook because of Microsoft’s native integration capabilities. Consider how much time your sales team will save with these kinds of software integrations!

Ease of Use

Part of why Dynamics 365 is so easy to use is its similarity to and compatibility with so many other software programs. It’s not always easy getting your company on board with a new CRM. If that CRM is similar to software they’re already familiar with, convincing them to use it will be a lot easier. Think about it… do they use Excel? Outlook? Word? Yes, and those function the same as Dynamics 365 – and are embedded natively through Office 365.

Data Ownership and Storage

Have you ever wondered who owns the data in your CRM? Salesforce actually charges an additional fee for API access or data backup. On the other hand, Microsoft firmly believes that your CRM data should belong to you. API access is included with your subscription, and your CRM data is available to retrieve anytime you need it.

Dynamics 365 gives you multiple options for storage. Included with D365 is 10GB shared storage (that’s 10-times more than Salesforce) with the potential of having up to 5TB. Other storage options include Microsoft’s Azure Storage Server and the Dataverse.

AI and Analytics

In 2016, Salesforce gave customers the option to purchase “Einstein Analytics,” an artificial intelligence and analytic software from MuleSoft that provides data and insights to users. Dynamics 365 has always offered built-in analytics for real-time data processing, not to mention the ease of integration and customization of D365 gives users the opportunity of expanding their analytic and reporting capabilities by leveraging the Microsoft stack.

Development and Flexibility

One of the great things about Dynamics 365 CRM is its use of universal programming languages like HTML, Java, and the .NET framework. Salesforce on the other hand employs its own proprietary language, known as Apex. While Dynamics 365 users can customize the CRM as needed, customization is limited in Salesforce. And, as you’ve likely already found out if you’re using Salesforce, trying to find an Apex developer is both difficult and expensive.

With Dynamics 365, you can move your system from hosted to in-house with ease. Of course, you can do the same with an additional cost. The unlimited version of Salesforce is required for this functionality, and it’s not cheap ($300/user/month). Those extra costs sure are adding up, aren’t they?

Hidden Costs

That brings us to our next topic: hidden costs. As a matter of fact, Salesforce has something of a reputation for hidden costs. Many of its add-on features--each of which costs something extra--are available as built-in features with Dynamics 365 CRM. Those that aren’t are usually cheaper via the Dynamics 365 platform. As an example, 1 GB of additional Salesforce data storage can cost $250, while Dynamics charges closer to $40.

Deployment Options and Security

Microsoft Dynamics 365 CRM can be deployed according to your needs, either through multi-tenant Software-as-a-Service (SaaS)/cloud hosting, private hosting, or on-premise hosting. Meanwhile, Salesforce only offers SaaS/cloud hosting. Depending on your organization, you may not be able to risk sending sensitive customer data over the internet. The need for additional security may mean that on-premise deployment is the only way to go, and Salesforce doesn’t offer this option.

Data Visualization

Practically every CRM has a sophisticated dashboard for data visualization. But, each of them is different. While Salesforce users have to manually refresh their dashboards, Dynamics 365 CRM users are able to effortlessly create their own role-based dashboards with real time data. And, as mentioned earlier, you can imbed PowerBI reports directly in to Dynamics 365 if your organization is an Office 365 environment.

The Clear Choice: Microsoft Dynamics 365 CRM

As you can see, it’s clear that Dynamics 365 CRM is the best choice regardless of the size or type of your organization. As your company grows and changes, it’s important that you have a CRM solution that meets your needs. Dynamics 365 is that solution.

What’s Next?

Ready to learn more about how to get started with Dynamics 365 CRM? Contact the experts at JourneyTEAM. We’ve helped a number of businesses make the switch from Salesforce to Dynamics 365 CRM, and we’ve set up Dynamics from scratch for countless others.


1. Join a free consultation and ask all the questions you wish.

2. Plan your Deep Dive meeting – Get your organization’s Customized Solutions presentation.

GET STARTED. Click the form below:

Why JourneyTEAM

JourneyTEAM is an award-winning consulting firm with proven technology and measurable results.

As a Microsoft Gold Partner, we have extensive knowledge of each of Microsoft’s products including Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and can help you tailor the software to fit the exact needs of your organization. We have solutions for solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more. JourneyTEAM specializes in the industries of Finance, Media & Communications, Capital Equipment, Manufacturing, Installation, and Service. Whether you’re looking for total project support or someone to help you along the way, JourneyTEAM will provide the exact level of support you need. Contact us today to get started.

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