MS Dynamics 365 for Sales vs. Salesforce

Microsoft Dynamics 365 for Sales and Salesforce are currently the two leading CRM systems on the market. Many people spend a lot of time trying to decide which of these two CRM solutions will provide the highest overall value to their organization.

While Microsoft Dynamics 365 for Sales and Salesforce have a lot of similarities, they also have a number of distinct differences.

MS Dynamics 365 for Sales

Pricing:

  • Dynamics 365 for Sales Professional - $83.20 pu/pm
  • Dynamics 365 for Sales Enterprise  - $121.60 pu/pm

Financially backed 99.9% percent uptime Service Level Agreement (SLA)

Experience:

  • Dynamics 365 for Sales seamlessly integrates with Outlook
  • Enhanced user experience because D365 for Sales also integrates with many Microsoft Products (i.e. Office, Lync, Skype)

Dashboards:

  • D365 for Sales inherits security and data privileges
  • D365 for Sales allows charts, lists, iFrames to be displayed 
  • Real-Time Data

Customizations:

 D365 for Sales offers drag and drop capabilities for all end-users

Customer Service:

Customers are able to increase or decrease the number of users as needed

Salesforce - Sales Cloud

Pricing:

  • Salesforce Unlimited - $300 pu/pm
  • Salesforce Enterprise - $150 pu/pm
  • Salesforce Professional - $75 pu/pm (limited functionality)

No financially backed Service Level Agreement (SLA) 

Experience: 

  • Salesforce offers a Microsoft Outlook add-on that syncs some, not all your CRM data
  • Salesforce doesn't have a fluid user interface for Leads > Contacts > Opportunities

Dashboards:

  • D365 for Sales inherits security and data privileges
  • D365 for Sales allows charts, lists, iFrames to be displayed 
  • Real-Time Data

Customizations:

Personalization features are only available for power users and administrators 

Customer Service:

Salesforce does not allow the number of user subscriptions purchased to be decreased during the subscription term 

5 Things Salesforce Can't Do

    • One cloud offering of purpose-built business applications spanning sales, customer service, marketing, field service, finance, operations, talent, retail, and project service automation (PSA)
    • Boost seller effectiveness through the combination of LinkedIn Sales Navigator, Dynamics 365 and the Office Graph (eg, Microsoft Relationship Sales solution)
    • Microsoft has a far more comprehensive AI portfolio with Cognitive Services, Azure ML and IoT, and the Bot Service along with a 5,000 person AI and Research Group
    • Microsoft owns its global cloud infrastructure* (not leased like Salesforce), operates transparently, and offers a financially-backed 99.9% SLA with monthly measurement periods
    • Dynamics 365 has data centers in twice as many regions worldwide as Salesforce
    • EMS and InTune for mobile device and app security
    • Only Microsoft provides both truly intelligent business apps leveraging Cognitive Services, Azure ML and IoT, and the Bot Service
    • Embedded intelligence included with Dynamics 365 for Sales Enterprise
      • Salesforce charges $50 for Einstein Sales Cloud, which doesn’t even include a relationship assistant
    • Relationship Analytics (public preview) provides a much richer and more extensible view of relationship health within Dynamics 365 for Sales
    • Versium Predict and InsideView for company, lead, and contact insights and data enrichment included for no extra charge
    • Dual use rights for online and on-premises use
    • Licensing flexibility – ability to true up/true down seats used annually
    • Additional capabilities included at no extra cost
      • eg, sales intelligence, knowledge article authoring, social engagement, data enrichment, predictive lead scoring and data encryption
    • Dynamics 365 for Sales and Dynamics 365 for Customer Service each have a list price of $95 p/u/m vs. SFDC’s Sales Cloud and Service Cloud Enterprise Edition each at $150 p/u/m
    • Dynamics 365 Customer Engagement Plan has a list price of $115 per user/month (plus volume discounts) and includes sales, service, field service and PSA whereas SFDC’s closest sku has a list price of $175 per user/month and includes only sales and customer service
    • Much deeper Office 365 integration
      • SFDC does not offer immersive Excel, OneNote, or Yammer integrations
      • Full fidelity Outlook client add-in, available both online and offline
      • Dynamics 365 App for Outlook with email tracking
      • SFDC has recently started emphasizing their integration with the fledgling Quip more than Microsoft Office
    • Process-driven UI with embedded LoB processes
    • Full offline mobile capabilities
    • Unified and universal scheduling- schedule anyone or anything to do any task
    • Unlike Salesforce, Dynamics 365 doesn’t have metered usage, paywalls or multi-tenant governors
    • Easily build, extend and customize your Dynamics 365 experiences with PowerApps and Microsoft Flow utilizing Common Data Service for Apps across ERP and CRM with no connection fees
    • Power BI has much stronger BI capabilities than Einstein Analytics (eg, data connectivity, data preparation, hybrid cloud querying, geospatial capabilities)
      • Including the new Power BI for Sales Insights, Power BI for Service Insights and Common Data Service for Analytics (all public preview) for analytics based on all relevant first and third party data
    • Ability to deploy solution on premises, online or hybrid scenarios

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