Salesforce vs. Microsoft Dynamics CRM: Which tool is right for you?

Struggling to choose between Salesforce and Microsoft Dynamics CRM? Read our comprehensive comparison of these two CRM giants to help you make the best decision for your business.

CRMs effectively replace yesterday’s spreadsheets and consolidate your many apps into one to centralise customer management.

With customer relationship management being a mouthful, it really didn’t take long for the acronym CRM to take hold. CRMs are all about managing customer interactions smartly, after all – and definitely not just glorified data entry!

It's a powerful tool that helps sales, marketing, and customer service teams work more efficiently. With happier than ever clientele, the benefits of a CRM system have impact well beyond how your internal teams operate. Consider:

  • More personalised customer experience that greatly supports user retention. 
  • Dynamic visuals to help spotlight sales strengths and weaknesses.
  • More time for sales to nurture leads with automation doing the heavy lifting. 
  • Real-time data capture of leads.

If you're looking to streamline lead management and automate internal workflows, using a CRM for your business makes for good business. But with so many players in the space, how do you know which is the best fit for you? Let's take a closer look at major league CRMs Salesforce and Microsoft Dynamics CRM to help you find out!

Getting started, Salesforce and Microsoft Dynamics CRM both offer tools that simplify team management, even for those without technical expertise. Both platforms also provide a range of features that cater to different requirements, giving you the flexibility to experiment with various management options.

What is Salesforce?

Salesforce's sales management tools enable businesses to manage their sales pipeline, leads, and opportunities effectively. With its powerful suite of sales, service, marketing, and analytics tools, Salesforce is transforming the way businesses interact with their customers in addition to managing their workload in-house.

With intuitive dashboards, businesses get an overview of their sales performance in real time to better optimise their sales process and drive revenue growth. Salesforce's service management tools also help businesses provide world-class customer support. 

What is Microsoft Dynamics CRM?

Microsoft Dynamics CRM comes as a cloud offering or on-premise installation, making it an immediate standout in the crowded CRM space. Companies of any size can benefit from its automation advantages and Microsoft’s in-tool flexibility.

Available in many languages, the Dynamics CRM is uniquely offered in a 365 package that corresponds to the team(s) using it. For example, Dynamics 365 is sold in Marketing, Sales, Small and Medium Business, Supply Chain, and Service versions. Back by Microsoft’s comprehensive analytics, Dynamics users will be garnering valuable insights into customer support metrics to then pinpoint areas for improvement.

Salesforce Microsoft Dynamics CRM
Additional features Offers contact management, lead management, and email tracking.
Pipeline management.
Offers businesses a platform to manage customer support requests, cases, and service-level agreements.
Cloud and/or on-premise installation.
Advanced grid filters, leading document and dialogue management, and more.
Robust versions available based on use team – like supply chain or sales.
Free trial period 30-day free trial period. Yes.
Free version - -
Pricing Professional package starting at $75 per user per month. $100 per user month for business premium but varies among versions.
Integrations Integrates with third-party applications, including Microsoft Dynamics CRM, Dropbox, and Mailchimp. Available integrations are numerous and include your favourite tools and services.
Reporting and analytics Customisable dashboards, reports, and data visualisation tools. Comprehensive analytics available to include fetch-based reports.
Reviews and ratings Has a 4.4 ⭐rating from 17,555 reviews on Capterra.
Has a 4.3 ⭐rating from 13,582 reviews on G2.
Has a 4.3 ⭐rating from 4,948 reviews on Capterra.
Has a 3.8 ⭐rating from 1,554 reviews on G2.
Customer support Live chat, email, and phone customer support. Chat, request report, and phone available during business hours.
Best suited for Large enterprises with complex sales and customer service processes that require scalable and customisable solutions. Any size business (or team!) looking to bring automation into the fold.

Haven’t found what you’re looking for? 


Are you searching for a project management CRM that not only manages leads but connects team members across functions? Try Flex, Serviceform's all-doing xRM with project management and email marketing features. Flex xRM is an all-in-one, super flexible management tool that helps you manage leads, sales, tasks, and even billing. The 'x' in xRM stands for anything you need it to, making it a truly customisable solution for your business needs.

Our team
More about Serviceform’s Flex xRM
Additional features Manage sales, customer success, marketing, development, HR, and finance all in one place.
Update customer status, assign onboarding and optimisation meetings, and track customer happiness.
Manage day-to-day tasks like design, content creation, and scheduling.
Manage sprints and backlogs while keeping bugs in check.
Manage job applicants and job posts.
Handle billing and invoices.
Create unlimited project spaces and views.
Track team activities and performance in real time.
Track and combine department data.
See your team as they edit in real-time.
Experience 10x faster speed compared to competitors.
A true all-in-one platform that not only let you manage customers or projects, but also build website conversion tools and schedule meetings.
Need more than a CRM? Also create Smart popups, Floating bars, Dynamic forms, and 5 different Chatbots types like our trending Full-page chatbot – all on one platform!
Free template library with 500+ templates.
Free version The free version of Serviceform lets you manage a good number of contacts and projects with an unlimited number of users.
Pricing Serviceform has flexible pricing that suits your needs depending on how many contacts, projects, reports, and customisations you want to have.
Integrations Seamlessly integrate your Flex xRM with 1000s of websites and ecommerce platforms. Check out our integrations library to learn more.
Analytics Say goodbye to third-party analytics tools because Serviceform's platform comes equipped with built-in website analytics and tool statistics. You'll never again need another tool for tracking data!
Who should use Serviceform We offer a versatile product suite for professionals of technical and nontechnical backgrounds. With our easy-to-use, no-code xRM, literally anyone can benefit from the next evolution in CRMs and quickly.

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