Microsoft Dynamics 365 and Salesforce are two of the leading Customer Relationship Management (CRM) cloud applications, providing sales and marketing teams with some of the most robust features and capabilities in today's market.
Choosing the CRM system that's right for your organization requires a thorough understanding of what each offer provides out-of-the-box. It is also important to understand the additional add-ons, customizations, and integrations to your existing business systems and the processes available from both services.
Below are some of the features that provide an enhanced experience which position Microsoft Dynamics 365 as a better solution than Salesforce, especially if you are already on Office 365.
User Interface and Experience
Dynamics provides ease of use and the ability to configure forms and navigate each entity increasing user adoption and alleviating frustration. Views are much cleaner and provide familiarity with other Microsoft applications. The latest version of Dynamics 365 (9.0) comes with Unified User Interface which provides the same look and feel across all devices: tablets, mobile, and desktop.
Data Visualization and Reporting
The visualization capabilities, both out of the box and customized provide real time, clean graphic dashboards and reports that are easy to build and manage.
Both Power BI and Dynamics are cloud-based services and easily connect providing data to insights in minutes. Any data, any format anywhere in one view.
Dynamics can also be extended to create reports with SQL Server Reporting Services (SSRS). The SSRS Report Builder tool is great for less technical users to format SQL Reports of less complexity.
At this time, Microsoft Dynamics 365 is offered at a lower price than Salesforce. Because Microsoft offers different Dynamics applications based on your business needs you are only purchasing licenses that align with what your team will use. Microsoft also allows you to start with only what capabilities you need then upgrade and add applications as your business needs grow.
The Microsoft 365 Suite & Power Platform
One of the best advantages of Dynamics 365 is its integration with existing Microsoft applications, most notably Microsoft Outlook. Dynamics 365 turns Outlook into a one-stop-shop for managing customer information, with the ability to easily add leads and contacts, manage email messaging, and scheduling tasks. The Dynamics 365 interface can be accessed within Outlook, so activities can be completed without ever leaving the email application.
In addition to delivering increased efficiency, Dynamics 365 and Office 365 work together to provide sales professionals the productivity tools they already prefer: Excel, Outlook, OneNote, PowerPoint, SharePoint, Skype, Word, and Yammer. Because it is part of the Microsoft Power Platform, Dynamics 365 works seamlessly with PowerApps, Power BI, and Flow.
Microsoft's Dynamics 365 is also a collection of applications including Sales, Marketing, Customer Service, Project Service Automation and Operations. Your organization can mix and match these applications based on your unique roles and business processes.
Support and Administration
Both Dynamics and Salesforce have 24X7 support and it is possible to log a ticket through the Admin Centers. However, Microsoft has phone support for D365 that is included in the license whether you purchase subscription (online) or perpetual (on-premises) licensing.
The all-new Power Platform Admin center allows you to view both individual and organizational insights on your CRM's use. You can accomplish day-to-day tasks without navigating to multiple admin centers, simply open new support requests and check progress on existing issues.
How can we help?
With Pivotal's expertise in the Microsoft 365 platform, we can help you strategize your CRM deployment. Our experts will partner with you to determine if and when Dynamics is the next best step for your organization. As your business grows and your processes evolve, we can help you align and scale your CRM to support your sales and marketing teams.
Get Started by contacting us for more information on our services or for a demo of Dynamics 365.
5 Reasons Most Technology Projects Fail