Dynamics 365 Features and Cost Comparison

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Dynamics 365 ×
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Overview

Founded Year November 1, 2016
Company
Headquarters Redmond, WA
Target Business Size Mid-market to enterprise
Deployment Cloud-based SaaS
Free Trial Yes, 30 days
Free Plan No

Pricing

Starting Price $65/user/mo, Sales Pro
Price Per User Yes, per app
Free Plan No
Annual Discount Monthly ~20% higher
Enterprise Pricing $105–$150/user/mo
Setup Cost Requires implementation partner
Implementation Cost $5K–$15K+
Hidden Costs Modules, training, migration
Add-On Costs Copilot, Power BI/Apps

Core CRM Features

Contact Management Yes, all plans
Lead Management Yes, all plans
Opportunity Management Yes, all plans
Sales Pipeline Yes, customizable
Deal Tracking Yes
Account Management Yes, all plans
Activity Tracking Yes
Task Management Yes
Calendar Yes, via Outlook
Notes Yes
Document Storage Yes, via SharePoint

Automation Features

Workflow Automation Yes, Power Automate
Email Automation Yes, all plans
Lead Routing Yes, Enterprise+
Auto Follow-Ups Yes
Approval Workflows Yes, Power Automate
AI Automation Yes, Copilot Premium
Sequence Automation Yes, Sales Premium

AI Features

AI Assistant Yes, Copilot Premium
Email Writing Yes, Copilot drafts
Lead Scoring Yes, all paid
Sales Forecasting Yes, Enterprise+
Predictive Analytics Yes, Enterprise+
Meeting Summaries Yes, Copilot Teams
Call Transcription Yes, Conversation Intelligence
AI Reporting Yes, Power BI

Marketing Features

Email Marketing Customer Insights add-on
Landing Pages Yes, Customer Insights
Forms Yes, built-in
Marketing Automation Customer Insights, $1,700+
SMS Marketing Customer Insights add-on
Social Media Integration Customer Insights
Campaign Tracking Yes, built-in

Customer Service Features

Ticketing Service Hub, $65+
Live Chat Contact Center add-on
Knowledge Base Service Professional+
Help Desk Yes, Service module
SLA Management Yes, Service module
Omnichannel Support Contact Center add-on

Reporting & Analytics

Custom Reports Yes, paid plans
Dashboard Yes, customizable
Forecasting Yes, Enterprise+
KPI Tracking Yes
Revenue Analytics Yes
Advanced Reporting Yes, Power BI
Real-Time Reporting Yes

Integrations

Gmail Yes, native
Outlook Yes, deep native
Microsoft 365 Yes, fully native
Google Workspace Yes, limited
Slack Yes, connector
Zoom Yes, AppSource
QuickBooks Yes, AppSource
Xero Yes, third-party
Shopify Yes, AppSource
WooCommerce Yes, third-party
Stripe Yes, third-party
Zapier Yes
Make Yes
WhatsApp Yes, Contact Center

Customization

Custom Fields Yes, all plans
Custom Objects Yes, all plans
Custom Workflows Yes, Power Automate
Custom Dashboards Yes, all plans
Custom Permissions Yes, security layers
API Access Yes, REST, all

Security & Compliance

GDPR Compliant
SOC 2 Certified
HIPAA Yes, with BAA
ISO 27001 Certified
SSO Yes, Entra ID
MFA Yes, via Entra
Audit Logs Yes, full trail
Role Based Access Yes, advanced model

Mobile Experience

iOS App Yes
Android App Yes
Offline Mode Yes, available
Mobile Dashboard Yes
Mobile Notifications Yes

Ease of Use

Ease of Setup Complex, needs partner
Learning Curve Steep, Microsoft Learn
User Interface Dense, improving w/Copilot
User Adoption Moderate, strong post-training
Customer Support Standard; Premier/Unified paid

User Ratings

G2 Rating 3.8, 3K+ reviews
Capterra Rating 4.4, 5.5K+ reviews
TrustRadius Rating 7.9 / 10
Gartner Rating 4.4, Customers' Choice
Number of Reviews Enterprise CRM/ERP leader
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