Salesforce vs Microsoft Dynamics CRM: the Main Aspects

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Salesforce vs Microsoft Dynamics CRM: the Main Aspects

Nowadays, CRM environment is progressing more than ever. Organizations depend on platforms to improve customer experience, enhance staff performance and increase revenue. However, when companies are expanding, they can feel a lack of CRM features and tools. That’s when they start looking for more advanced solutions with more efficient functionalities.

Among the variety of CRM systems, a number of companies are opting for the accessibility and flexibility of the solutions like Dynamics CRM vs. Salesforce. So, let’s take a critical look at the platforms and explore how to achieve a maximum benefit from each CRM.

Salesforce vs Microsoft Dynamics CRM: Similar and Different Points

Both solutions are leading systems that offer sales, marketing, and customer services with some of the most robust capabilities on the market. The platforms attract companies of all sizes and provide the next features:

1. User Experience

Salesforce includes a well-designed interface that meets user expectations. It is simple, intuitive and easily customizable.

Since the 2013 release, Microsoft Dynamics considerably improved its interface. Though, the challenges in modifying tabs, themes, and stylesheets make it less adaptable to fit your business goals.

2. Marketing Possibilities of Salesforce vs Microsoft CRM

Salesforce includes ExactTarget and Pardot software for marketing automation capabilities. Salesforce Marketing Cloud stands out for digital marketing, as well as lead tracking, acquisitions, scoring, nurturing, and analytics.

Microsoft Dynamics Marketing is a bit clumsy and overwhelming, but you can benefit from Marketing Resource Management.

3. Email Integration | Salesforce vs Dynamics

Salesforce enables you with Outlook integration option, yet it is cumbersome to install and lack the depth of functionality compared to Dynamics CRM Outlook. As Microsoft owns the popular Outlook email client, you can integrate emails into CRM more extensively than any other platform.

4.  Reporting Tools

Salesforce includes more efficient and flexible analytical capabilities.

MD CRM obtains well-designed dashboards and drill-down functionality, however, the platform is more rigid regarding the customization options.

5. Client Service in Salesforce vs Microsoft Dynamics CRM

The Salesforce Service Cloud has the efficient case and knowledge management, as well as the social service features.

MD CRM takes advantage with the help of Parature, Adxstudio and FieldOne integrations that include assisted self-service, and support for professional services.

Pricing Policy in Dynamics vs Salesforce

In terms of costs, Salesforce offers a 30-day free trial and paid editions:

  1. SalesforceIQ CRM Starter - $25/user/month/billed annually, out-of-the-box CRM for up to 5 users;
  2. Lightning Professional - $75/user/month/billed annually/complete software for any size team;
  3. Lightning Enterprise - $150/user/month/billed annually/deeply customizable sales solution for your company;
  4. Lightning Unlimited - $300/user/month/billed annually/unlimited CRM power and support.

Microsoft Dynamics includes a 30-day free trial and paid subscriptions:

  1. Dynamics 365 for Customer Service Professional - $50 per user/month;

  2. Dynamics 365 for Customer Service Enterprise - $95 per user/month;

  3. Customer Engagement Plan - $115 per user/month;

  4.  Unified Operations Plan - $190 per user/month;

  5. Dynamics 365 Plan - $210 per user/month.

As you can see, neither Salesforce nor Microsoft Dynamics CRM is necessarily “better” than the other. Even though each solution has benefits and shortcomings, Salesforce takes the upper hand in terms of some functionalities and cost matter. You can also notice that Salesforce becomes more popular every year by exploring the Google Trend Comparison chart:

salesforce vs dynamics

By and large, in case your organization is rapidly evolving, and you want a CRM that scales with your business growth, then you should consider moving records to one of the solutions.

CRM Migration: Quick Jump to Company Success

Since you have already investigated Salesforce vs Microsoft Dynamics comparison and chosen the desired solution, the next step is to find an efficient migration tool. You can take advantage of an automated migration service Trujay and benefit from the following features:

    • service guarantees to treat your information privately and securely and offers an opportunity to sign the Non-Disclosure Agreement (NDA).
    • SaaS eliminates the interruptions of business processes and assures the uptime of the existing and future solutions during the data import.
    • automated solution enables you with a possibility to map the fields and users on your own in accordance to your business requirements.
    • Trujay offers you to run a free Demo Migration to explore the service in action and check the configuration and automation options of the new platform.

Let’s review the fields Trujay automatically migrates:

Take a look at what Trujay clients say about the service.

How to Migrate Microsoft Dynamics to Salesforce in 4 Clicks

1.Go to and register your account. Provide your name, email, password and enter the phone number; or sign in with your social network accounts or as a CRM (Salesforce or HubSpot CRM) user.

2. Specify your existing CRM. Provide the required credentials. Enter your future platform and fill out the required credentials.

3. After that, select items you’d like to migrate to your new CRM platform. Check the corresponding boxes to migrate your accounts, contacts, tasks, opportunities, leads and notes together with the related activities such as calls and events. Click Start Free Demo Migration.

4. Now, check out your Demo migration results. If you are satisfied, you may fully migrate  to your chosen solution.

top free and open source crm

Final Thoughts | Microsoft CRM vs Salesforce

Choosing the CRM systems requires a lot of analysis, time, efforts, as well as considering the pros and cons. The decision should be based on what your organization demands to prevail for boosting sales and enhancing the staff performance.

Decide carefully before signing a contract.

After comparing two platforms, Salesforce vs Microsoft Dynamics CRM, you may see that they both are great systems to work with. Now it’s high time to decide which one you like more, and what to try in action.

Transfer a bit of your data into the chosen CRM and see how it will look like by running a free Demo Migration

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