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

Need help choosing between Zoho CRM and Microsoft Dynamics CRM? Our comparison covers features, pricing, and more to help you make the right decision.

Customer relationship management is a mouthful. That’s why it didn’t take long for the acronym CRM to take hold. CRMs are all about smartly managing customer interactions and not just data entry.

By replacing the administrative layers of spreadsheets, databases, and various apps, CRMs offer a streamlined way to manage (a lot of!) data. 

It's a powerful tool that helps sales, marketing, and customer service teams work more efficiently while bettering management and organisation. With happy and even impressed clientele, the benefits of a CRM system stretch well beyond your company’s in-house practices. Such as providing:

  • More hands-on customer experience that increases user retention. 
  • Dynamic visuals that help identify sales strengths and weaknesses.
  • More time for sales to nurture leads with automation doing the heavy lifting. 
  • Real-time lead data capture after website interactions.

If you're looking to streamline lead management and automate internal workflows, using a CRM for your business would make for good business. But how do you know which is the best fit for you? Good question! In that spirit, let's take a closer look at popular CRMs Zoho CRM and Microsoft Dynamics CRM to help you find your CRM diamond in the rough.

Zoho CRM 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 Zoho CRM?

Zoho CRM is a robustly automated solution for customer-facing teams of different sizes. Salespeople using Zoho CRM can be hands-on with customers thanks to the CRM handling more administrative tasks but Zoho offers personalised solutions to that end so it’s automation and workflows that work for you – not the other way around.

Available in 28 languages, Zoho prides itself on the fastest enterprise CRM installation on the market so if you’re thinking of switching to them, we would say scratch ‘time loss’ off your list of cons in moving over to Zoho for your customer relationship management needs. With its comprehensive and forecasting analytics tools, you can also get valuable insights into customer support metrics and quickly identify areas for improvement.

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.

Zoho CRM Microsoft Dynamics CRM
Additional features Intuitive UX and fast onboarding.
Complete ownership of the tech stack that is their CRM+ platform with no third-party reliance.
Supports global CX operations with macros, portals, and more.
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 Yes. Yes.
Free version - -
Pricing Approx. $50 per user per month. (billed annually) $100 per user month for business premium but varies among versions.
Integrations Integrations are many and include Google Workspace, Mailchimp, Shopify, and Slack. Available integrations are numerous and include your favourite tools and services.
Reporting and analytics Comprehensive analytics available. Comprehensive analytics available to include fetch-based reports.
Reviews and ratings Has a 4.3 ⭐rating from 6,199 reviews on Capterra.
Has a 4.0 ⭐rating from 2,319 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 Classic and premium support packages available. Chat, request report, and phone available during business hours.
Best suited for Any size business looking to bring all sales and support efforts under one platform. 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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