How does Zoho CRM stack up to
Microsoft Dynamics 365?
Microsoft Dynamics 365 Sales and Zoho CRM are two feature-rich, powerful CRMs available for your business. Looking for a Microsoft Dynamics 365 alternative? This page provides a detailed side-by-side feature comparison with everything you need to make the right decision.
Sign Up For FreeDoes Dynamics 365 have all that
you need?
A significant number of mid-size to enterprise businesses around the world choose to rely on Microsoft Dynamics 365 Sales to manage complex and large-scale customer relationship operations. There aren't many competitors that can match the functionality offered, and those that do often come with a hefty price tag.
Weighing up the cons, the user interface is overloaded, lacks the modern touch users have come to expect of SaaS programs, and requires a lot of customization to use it effectively. You can only make the most out of Microsoft Dynamics 365 if you have a dedicated implementation team in your organization.
Here's what Zoho CRM
can do for your business.
Streamlined user experience with Canvas
Uncompromising security and compliance
End-to-end implementation support
Ecosystem of 45+ integrated business applications
No hidden costs. No contracts.
Improvement in lead conversion rates.
Revenue increase per sales person.
Improvement in customer retention.
Shorter sales cycles.
* Growth metrics reported by our customers in an internal survey.
What's the price difference?
Number of users: 550
With Zoho CRM, you save $ or upto in savings.
Feature comparison
When choosing a Microsoft Dynamics 365 alternative, you need to ensure it not only retains all the important features necessary to maintain your traditional sales activities with ease but also empowers your organization with industry leading CRM capabilities such as artificial intelligence, journey orchestration and advanced analytics. See how Zoho CRM Enterprise and Microsoft Dynamics 365 compare head-on-head when it comes to the most critical CRM functions.
With powerful features like business process flow, LinkedIn integration, detailed lead scoring, and more, Dynamics 365 Sales helps sales reps maintain consistent engagement with top prospects via email and phone calls, complemented by contextual information pulled from LinkedIn.
But it fails to deliver some of the basics of lead management, like lead capture forms, and built-in assignment rules to route leads to your sales team
| Leads and contacts | ||
| Accounts and deals | ||
| Deal stages | ||
| Web-to-contact form | ||
| SalesSignals | ||
| Multiple pipeline management |
Leads and contacts
Accounts and deals
Deal stages
Web-to-contact form
SalesSignals
Multiple pipeline management
Dynamics 365 lets sales reps foster engagement with customers over email or phone calls right from the customer's record without losing any context. But for a complete multi-channel experience, you have to rely on third-party extensions to connect social engagement capabilities with Dynamics 365 CRM.
Dynamics 365 does not offer native live chat capabilities and requires an additional subscription to Dynamics 365 customer service's omnichannel support channels to engage in live chat with customers on your websites or other live chat integrations available on the Microsoft marketplace.
| Telephony and PBX | ||
| Automated call logging | ||
| Email insights | ||
| Email parser | ||
| Enrich data from Twitter | $ | |
| Enrich data from Facebook | $ | |
| Automated social media lead generation | $ | |
| Live chat | $ | |
| Online meetings | $ |
Telephony and PBX
Automated call logging
Email insights
Email parser
Enrich data from Twitter
$
Enrich data from Facebook
$
Automated social media lead generation
$
Live chat
$
Online meetings
$
Playbooks in Dynamics 365 Sales are a great way to automate repeatable processes and respond to external events. Playbooks can be designed for different categories or scenarios which can trigger a set of activities and tasks that guide a sales rep towards completing the process successfully.
An important feature that isn't available in Dynamics 365 is macros. Macros enable a user to send emails, create tasks, and update a field in all the records with a specified value at the click of a button. Macros are available in all editions in Zoho CRM..Customer journeys are also not available natively in Dynamics 365 Sales. You would need Microsoft Dynamics 365 Marketing to create dynamic customer journeys and deliver personalized experiences.
| Assignment rules | ||
| Approval rules | ||
| Review process | ||
| Validation rules | ||
| Macros | ||
| Process builder | Blueprint | |
| Journey builder | Command Center |
Assignment rules
Approval rules
Review process
Validation rules
Macros
Process builder
Blueprint
Journey builder
CommandCenter
Standard customizations such as views, forms, charts, dashboards and entities ensure you get the information you need, using the app designer, without having to write any code. It’s also possible to put more advanced customizations in place with apps like Power apps and Power Automate, though they have to be purchased separately.
Zoho CRM's bottom-up approach toward customization and wide array of out-of-the-box customization options makes it easy to retrofit the software to meet your sales team's needs. You can customize page layouts, choose which modules are displayed for each user, create custom modules, and configure dynamic layouts that change based on the values entered, all without needing technical expertise or hiring implementation specialists.
| Page customization | ||
| Page layouts | ||
| Layout rules | ||
| Validation rules | ||
| Subforms | ||
| Custom fields | ||
| Custom modules | ||
| Picklist history tracking | ||
| No-code Design platform | Canvas | |
| Sandbox | Limited | |
| Portals |
Page customization
Page layouts
Layout rules
Validation rules
Subforms
Custom fields
Custom modules
Picklist history tracking
No-code Design platform
Canvas
Sandbox
Limited
User portals
Dynamics 365 Sales offers a number of different pre-built reports and dashboards to allow businesses to track and analyze different aspects of their business. They can choose to build custom reports and embed them onto dashboards for quick access. An integration with their BI platform Power BI unlocks more powerful reporting and analytical capabilities by consolidating data from across different platforms for your business to work with.
Zoho CRM comes with a host of prebuilt dashboards and reports and allows users to schedule reports. Zoho CRM offers in-depth analysis of both lead data and sales reps' performance through other analytics options including KPIs, Funnels, Targets Meters, and Comparators.
| Standard reports | ||
| Custom reports | Limited | |
| Charts | ||
| KPIs | ||
| Funnels | ||
| Target meters | ||
| Cohorts | ||
| Quadrants | ||
| Anomaly detectors | Powered by Zia | |
| Webform analytics | ||
| Webform A/B testing |
Standard reports
Custom reports
Limited
Charts
KPIs
Funnels
Target meters
Cohorts
Quadrants
Anomaly detectors
Powered by Zia
Webform analytics
Webform A/B testing
The AI functionality for Dynamics 365 is bundled into a paid add-on called Sales Insights. If your business is willing to shell out the extra fees, Microsoft delivers a slew of powerful AI features that help elevate the performance of your sales team. Sales Insights offers personalized insights, predictive lead and opportunity scoring, talking points, and mutual connections with leads to help reps build better relationships.
Zoho CRM's Zia helps you identify the best leads, predict sales, detect anomalies, and automate mundane tasks. Users can even dictate notes to Zia so your sales reps don't have to scramble for a pen to write down something important about a lead or a key observation. Zia also offers image validation and data enrichment.
| Lead conversion prediction | $ | |
| Deal closure prediction | $ | |
| Data enrichment | $ | |
| Zia voice | - | |
| Best time to contact | - | |
| Macro suggestion | $ | |
| Prediction builder | - | |
| Recommendation engine | - | |
| Image validation | - |
Lead conversion prediction
$
Deal closure prediction
$
Data enrichment
$
Zia voice
-
Best time to contact
-
Macro suggestion
-
Prediction builder
-
Recommendation engine
-
Image validation
-
Microsoft has partnered with Seismic, Outreach, and Highspot to enhance core Dynamics 365 sales enablement capabilities and alleviate common pain points for sales organizations. These partnerships help sales organizations orchestrate, personalize, and scale every sales engagement by providing sales teams with collective intelligence from every engagement with a prospect and empower them to focus on selling instead of administrative tasks and other time-consuming activities. Portals for Dynamics 365 Sales is a paid add-on from their power apps platform that lets customers access customized portals for their self-service needs.
| Price books | ||
| Sales quotas | ||
| Sales orders | ||
| Documents | ||
| File versioning | ||
| Reviews | ||
| Wizards | ||
| SalesInbox |
Price books
Sales quotas
Sales orders
Documents
File versioning
Reviews
Wizards
SalesInbox
Dynamics 365 Sales lacks the ability to capture leads and its lead scoring is restricted to predictive models that are a part of the Sales Insight paid add-on. Inorder to send email campaigns and survey forms, manage customer journeys, analyze marketing analytics and manage events - you have to purchase the Microsoft Dynamics 365 Marketing package separately.
Zoho CRM allows you to run email marketing campaigns, map leads with the marketing campaigns that they were captured from, and even segment your customers so you can target them better. These marketing features are usually only available behind paywalls, but Zoho CRM allows you to perform marketing functions like these that help you build a better connection with your customer base at no extra cost.
| Email templates | ||
| Mass email | ||
| Marketing campaigns | $ | |
| Marketing attribution | $ | |
| Customer segmentation | $ | |
| AdWords integration | $ | |
| Auto response |
Email templates
Mass email
Marketing campaigns
$
Marketing attribution
$
Customer segmentation
$
AdWords integration
$
Auto response
Through its integration with Microsoft Teams, Dynamics 365 facilitates cross-functional collaboration across your organization. It allows users to pull specific records and views into a channel to work together on critical opportunities.
Zoho CRM is a collaborative CRM built to facilitate communication with your own teams as well as your customers. It enables teams to add helpful context to their sales records, helps them stay connected with real-time sales updates, and connects your collaboration tools so your team can share all their updates from one platform.
| Gamescope | ||
| Calendar | ||
| Calendar sync through CalDav | ||
| Calendar booking | ||
| Team feeds | ||
| Tagging | ||
| Collaboration chat tool | Cliq | $ |
Gamescope
Calendar
Calendar sync through CalDav
Calendar booking
Team feeds
Tagging
Collaboration chat tool
Cliq
$
Pricing comparison
| Free | $0 0 | - |
| Standard | $14 20 | - |
| Professional | $23 35 | - $65 |
| Enterprise | $50 50 | - $95 |
| Ultimate | $52 65 | - |
Free
$ 0 0
Standard
$ 14 20
-
Professional
$ 23 35
- $75
Enterprise
$ 40 50
- $150
Ultimate
$ 52 65
- $300
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belong to their respective holders. Comparison information as of 21.09.2021