Dynamics 365 Features and Cost Comparison
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Dynamics 365
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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