Microsoft Dynamics 365 quick infoGeneral rating: 3.3/5 Pricing: Begins at $65 per person per 30 days. Key options:
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Dynamics 365 is a buyer relationship administration software program from Microsoft. Dynamics 365 (previously known as Microsoft Dynamics 365 CRM) affords AI-powered gross sales companies and advertising functions. These apps are all a part of the larger Microsoft tech stack and will be configured and related to satisfy enterprise targets like partaking with prospects, group members and potential leads.
Whereas including Dynamics 365’s full CRM performance is sensible — particularly when you’re already a person of Microsoft functions — it’s a expensive instrument in comparison with different common alternate options. On this evaluation, we cowl the pricing tiers and prime options supplied by Microsoft Dynamics 365, plus the way it holds up in opposition to extra simplified platforms.
Pricing
The free trial and onboarding for Dynamics 365 is aggressive and permits for a prolonged 30-day platform trial and demo expertise. Chat with their gross sales group to get any unanswered questions resolved.
Right here’s the precise pricing breakdown for Microsoft Dynamics 365:
- Dynamics 365 Gross sales Skilled: $65 per person per 30 days. This plan consists of core gross sales drive automation, reporting dashboards, the cell app, and Microsoft 365 interoperation.
- Dynamics 365 Gross sales Enterprise Version: $105 per person per 30 days. This tier helps all Gross sales Skilled options plus customizable automations, customized apps, and extra superior gross sales drive automation.
- Dynamics 365 Gross sales Premium: $150 per person per 30 days. This plan consists of all Enterprise Version options plus superior gross sales engagement and Copilot capabilities like file updates, alternative summaries, and electronic mail and assembly help.
- Microsoft Relationship Gross sales: Contact immediately for a quote. This plan is the Dynamics 365 Gross sales Enterprise plus LinkedIn Gross sales Navigator and requires a 10-seat minimal.
Key options of Microsoft Dynamics 365
Lead scoring
Microsoft Dynamics 365 affords AI-based scoring fashions that assign every contact, challenge, and alternative a rating that customers can observe. This instrument helps guarantee customers are focusing their efforts on the appropriate prospects on the proper time. Primarily based on these lead and alternative scores, offers will be filtered by means of a prioritized work record and knowledge visualizations.
Alternative summaries
Alternative summaries are dashboard views inside Microsoft Dynamics 365 that present a wide range of key particulars about any given challenge—the place prospects are within the purchaser journey, contact info, timelines, recordsdata, and subsequent conferences. These summaries act as a hub for automation capabilities like electronic mail drafts and electronic mail or assembly summaries as effectively.
Gross sales sequences
Customers can create visible gross sales sequences that replicate every step of engagement when nurturing leads. This function is nice for monitoring completely different lead nurturing methods, comparable to chilly emailing or calling and what gross sales reps ought to do after an electronic mail is opened. It additionally provides timelines for when every step within the gross sales sequence is ideally accomplished.
Native integrations and automations
The identical up-to-date info will be accessed from completely different Microsoft 365 functions. Customers will be of their Outlook account parsing emails from a number of purchasers after which open the Dynamics 365 integration, Copilot for Gross sales. Confirm notes or contact info whereas minimizing app-switching with automated updates throughout the suite.
Microsoft Dynamics 365 execs and cons
| Professionals | Cons |
|---|---|
| 30-day free trial. | Platform has a steep studying curve. |
| Telephone and internet buyer help out there for all tiers. | Pricey tiers in comparison with different mid-market CRMs. |
| 24/7/365 knowledge safety assure. | Customers report problem with the person interface. |
3 Greatest Alternate options to Microsoft Dynamics 365
Whereas Dynamics 365 shouldn’t be an open-source CRM software program, it may possibly require some intense configuring of particular person functions and options to get a setup particular to a enterprise’s wants. There are different prime enterprise CRM software program, like HubSpot, Pipedrive, and monday CRM, that supply comparable core options at a decrease value.
| Software program | ||||
|---|---|---|---|---|
| Superior AI instruments | ||||
| Customized dashboards | ||||
| Pipeline administration | ||||
| Native or third-party integrations | ||||
| Free trial | ||||
| Beginning worth, when billed yearly |
HubSpot
Much like Dynamics 365, HubSpot is a part of a collection of a number of functions and helps a large number of integrations which can be each native and through third-party apps. Because of this, each are nice choices for organizations seeking to really customise their CRM with extra add-ons and integrations. Microsoft Dynamics 365 will be expensive, whereas HubSpot’s free CRM can help as much as 5 customers, with fundamental pipeline administration and lead scoring making it extra value environment friendly. HubSpot’s dialog intelligence instrument additionally permits reps to make use of data-backed insights as teaching suggestions for lead nurturing.
SEE: Learn our full evaluation of HubSpot for a full breakdown of its choices.
Pipedrive
Pipedrive is a powerful gross sales CRM software program that provides superior pipeline administration and monitoring instruments. Similar to Dynamics 365, Pipedrive has a wide range of automations that may observe gross sales sequences to scale back mundane duties like sending observe up emails, scheduling conferences and extra. Each platforms try to chop out admin work for reps so there’s extra time for promoting and relationship constructing. Pipedrive’s extra communication monitoring function permits customers to filter and type emails and assembly responses to know intent and schedule future touchpoints.
SEE: If you wish to be taught extra, head over to our full evaluation of Pipedrive.
monday CRM
monday CRM is an operational CRM that helps companies handle pre- and post-sale processes. It’s affordability and challenge administration capabilities make it an awesome possibility for small companies. Much like Dynamics 365, monday CRM will be tailored to many industries with customizations and superior automations. Microsoft Dynamics 365 is the costlier possibility between the 2 nevertheless it does have extra AI performance than monday CRM.
SEE: Take a look at our full particular person evaluation of Zoho CRM.
How can Microsoft Dynamics 365 enhance gross sales and advertising effectivity?
Dynamics 365 helps gross sales, advertising, and all customer-facing initiatives by empowering groups with AI-backed automations and transparency between departments. With the assistance of options like job administration, AI-powered lead qualification, and pipeline monitoring, Dynamics 365 customers can rating and section incoming leads whereas additionally monitoring ongoing offers from an intuitive and versatile dashboard. This fashion, companies can enhance their buyer expertise from starting to finish, and gross sales reps will be ready to scale the best promoting methods.
Overview methodology
I used a customized rubric to attain and evaluation Microsoft Dynamics 365 and its core CRM software program choices. This rubric consists of outlined standards associated to a very powerful elements when selecting a CRM software program. I relied on Dynamics 365’s personal on-line assets along with actual person suggestions, scores, and opinions.
The next is the breakdown of the standards used to attain Microsoft Dynamics 365:
- Price: Weighted 25% of the full rating.
- Core options: Weighted 25% of the full rating.
- Customizations: Weighted 15% of the full rating.
- Integrations: Weighted 15% of the full rating.
- Ease of use: Weighted 10% of the full rating.
- Buyer help: Weighted 10% of the full rating.
