Microsoft Dynamics 365 evaluation: options and pricing

Dynamics 365 is buyer relationship administration software program from Microsoft. Dynamics 365 (previously Microsoft Dynamics 365 CRM) provides AI-powered gross sales companies and advertising functions. These apps are all a part of the broader Microsoft expertise stack and will be configured and linked to attain enterprise aims reminiscent of participating clients, staff members and potential leads.

While including the total CRM performance of Dynamics 365 is smart, particularly should you’re already a consumer of Microsoft functions, it is an costly instrument in comparison with different well-liked options. In this evaluation, we cowl the pricing ranges and key options provided by Microsoft Dynamics 365, in addition to the way it holds up towards extra streamlined platforms.

Prices

The free trial and onboarding for Dynamics 365 is aggressive and permits for a 30-day platform trial and demo expertise. Chat with their gross sales staff to resolve any unanswered questions.

Here’s the precise pricing breakdown for Microsoft Dynamics 365:

• Dynamics 365 Sales Professional: $65 per consumer per thirty days. This plan contains core gross sales pressure automation, reporting dashboards, cellular app, and Microsoft 365 interoperability.
• Dynamics 365 Sales Enterprise Edition: $105 per consumer per thirty days. This tier helps all Sales Professional options plus customizable automations, customized apps, and extra superior gross sales pressure automation.
• Dynamics 365 Sales Premium: $150 per consumer per thirty days. This plan contains all of the options of the Enterprise version plus superior gross sales engagement and Copilot options like file updates, alternative summaries, and e-mail and assembly help.
• Microsoft Relationship Sales: Contact immediately for a quote. This plan is Dynamics 365 Sales Enterprise plus LinkedIn Sales Navigator and requires a minimal of 10 seats.

Key options of Microsoft Dynamics 365

Main rating

Microsoft Dynamics 365 provides AI-powered scoring fashions that assign every contact, challenge, and alternative a rating that customers can observe. This instrument helps be sure that customers focus their efforts on the correct clients on the proper time. Based on these lead and alternative scores, offers will be filtered by means of a prioritized worklist and information visualizations.

Opportunity summaries

Opportunity summaries are dashboard views inside Microsoft Dynamics 365 that present a variety of key particulars a few given challenge: the place clients are within the purchaser journey, contact data, timelines, information, and follow-up conferences. These summaries function a hub for automation options like e-mail drafts and e-mail or assembly summaries.

Sales sequences

Users can create visible gross sales sequences that replicate every stage of engagement throughout lead nurturing. This function is nice for monitoring completely different lead nurturing methods, reminiscent of emailing or chilly calling, and what gross sales reps ought to do after opening an e-mail. It additionally supplies timelines for the perfect completion of every stage of the gross sales sequence.

Native integrations and automations

The identical up to date data will be accessed from completely different Microsoft 365 functions. Users can analyze emails from a number of shoppers of their Outlook account after which open the Dynamics 365 integration, Copilot for Sales. Verify notes or contact data whereas minimizing app switching with automated updates throughout the suite.

Pros and cons of Microsoft Dynamics 365

Top 3 Alternatives to Microsoft Dynamics 365

While Dynamics 365 isn’t open supply CRM software program, it could require intensive configuration of particular person functions and options to get configured particularly for a corporation’s wants. There are different main enterprise CRM software program, reminiscent of HubSpot, Pipedrive, and monday CRM, that supply related fundamental performance at a decrease price.

HubSpot

Similar to Dynamics 365, HubSpot is a part of a collection of a number of functions and helps a large number of integrations each natively and through third-party apps. For this purpose, each are nice choices for organizations that need to really customise their CRM with add-ons and integrations. Microsoft Dynamics 365 will be costly, whereas HubSpot’s free CRM can help as much as 5 customers, with fundamental pipeline administration and lead scoring making it extra inexpensive. HubSpot’s Intelligent Conversation Tool additionally permits reps to make use of data-backed insights as teaching options for lead nurturing.

SEE: Read our full HubSpot evaluation for a full breakdown of its choices.

Pipedrive

Pipedrive is a robust gross sales CRM software program that gives superior pipeline administration and monitoring instruments. Just like Dynamics 365, Pipedrive has quite a lot of automations that may observe gross sales sequences to cut back mundane duties like sending follow-up emails, scheduling conferences, and extra. Both platforms try to cut back the executive work of reps in order that they have extra time for promoting and constructing relationships. Pipedrive’s extra communication monitoring performance permits customers to filter and type emails and assembly responses to grasp intent and plan future touchpoints.

SEE: If you need to know extra, go to our full Pipedrive evaluation.

Monday CRM

monday CRM is an operational CRM that helps corporations handle pre- and post-sales processes. Its affordability and challenge administration capabilities make it an excellent choice for small companies. Similar to Dynamics 365, monday CRM will be tailored to many industries with superior customizations and automation. Microsoft Dynamics 365 is the costlier choice of the 2 however has extra AI options than Monday CRM.

SEE: Check out 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 offering groups with AI-powered automations and transparency throughout departments. With the assistance of options like exercise administration, AI-based lead qualification, and pipeline monitoring, Dynamics 365 customers can rating and section incoming leads whereas monitoring ongoing offers from an intuitive and versatile dashboard. This manner, corporations can enhance the shopper expertise from begin to end and gross sales representatives will be ready to undertake the best gross sales methods.

Review methodology

I used a customized rubric to guage and evaluation Microsoft Dynamics 365 and its core CRM software program choices. This rubric consists of outlined standards referring to crucial components when selecting CRM software program. I relied on Dynamics 365 on-line assets in addition to suggestions, scores, and critiques from actual customers.

Below is the breakdown of the factors used to attain Microsoft Dynamics 365:

• Cost: Weighted 25% of the overall rating.
• Main options: Weighted 25% of the overall rating.
• Customizations: Weighted 15% of the overall rating.
• Integrations: Weighted 15% of the overall rating.
• Ease of use: Weighted 10% of the overall rating.
• Customer help: Weighted 10% of the overall rating.